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Private Wealth Asset Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Private Wealth Asset Management, LLC
报告期 2026-03-31 · CIK 0001883006
持仓数
923
前50大市值合计
$710.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 5
增持 68
减持 72
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES CORE S&P 500 ETF
+$50.0M
137,186
+104%
减持
BRK/B
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
-$7.9M
38,230
-31%
建仓
GEW
EA SERIES TRUST CAMBRIA GLOBAL
+$7.4M
146,029
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
WK
WORKIVA INC COM CL A
+$6.2M
75,100
+1732%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$5.7M
914,331
+1%
减持
AAPL
APPLE INC
+$5.2M
105,493
-0%
减持
CCOR
LISTED FDS TR CORE ALT FD
-$3.5M
722
-99%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$3.4M
838,386
+1%
增持
IEFA
ISHARES TRUST CORE MSCI EAFE ETF
+$3.4M
674,560
+2%
增持
RLY
SSGA ACTIVE ETF TR MULT ASS RLRTN
+$3.1M
100,768
+80514%
增持
IJR
ISHARES CORE S&P SMALL-CAP E
+$2.6M
228,356
+2%
增持
NVDA
NVIDIA CORPORATION COM
+$2.3M
29,251
+47%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$2.0M
26,020
+7%
增持
ABBV
ABBVIE INC COM USD0.01
+$1.7M
23,205
+18%
减持
LMT
LOCKHEED MARTIN CORP COM USD1.00
-$1.7M
2,727
-58%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF
+$1.5M
281,549
+8%
增持
VTIP
VANGUARD SHT-TERM INFLATION-PROTECTED SEC IDX
+$1.5M
325,060
+9%
减持
—
EXXON MOBIL CORP COM
-$1.4M
61,013
-21%
减持
BND
VANGUARD BD INDEX FDS TOTAL BND MRKT
-$1.4M
39,192
-33%
增持
SLV
ISHARES SILVER TR ISHARES
+$1.2M
106,010
+7%
减持
CAT
CATERPILLAR INC COM
+$1.2M
13,826
-1%
减持
GOOG
ALPHABET INC CAP STK CL C
+$1.1M
17,285
-2%
增持
MSFT
MICROSOFT CORP
+$1.0M
45,515
+0%
增持
—
ACCENTURE PLC
-$951.1K
21,989
+3%
增持
HD
HOME DEPOT INC
+$934.0K
13,909
+8%
增持
GRNY
TIDAL TRUST I FUNDSTRAT GRANNY
+$914.3K
185,143
+13%
增持
ITOT
ISHARES CORE S&P TOTAL US STOCK MARKET ETF
+$855.4K
75,803
+1%
减持
PG
PROCTER AND GAMBLE CO COM
-$754.2K
22,354
-15%
增持
DE
DEERE & CO
-$730.1K
14,272
+0%
减持
JPM
JPMORGAN CHASE &CO. COM
+$713.3K
29,546
-0%
增持
AMZN
AMAZON.COM INC
+$678.8K
23,678
+15%
增持
CVX
CHEVRON CORP NEW COM
+$651.6K
24,530
+11%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD TR OPTIMUM YIELD
-$640.9K
134,554
-28%
减持
LLY
ELI LILLY &CO COM
-$581.5K
10,457
-5%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$575.1K
2,416
+102%
增持
TJX
TJX COMPANIES INC
+$504.6K
8,214
+49%
增持
EFA
ISHARES MSCI EAFE ETF
+$483.9K
109,686
+0%
增持
AVGO
BROADCOM INC COM
+$454.6K
5,889
+9%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$408.9K
166,044
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$392.4K
4,687
-27%
增持
XLK
SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS
+$388.9K
5,933
+17%
减持
JNJ
JOHNSON &JOHNSON COM
-$387.8K
18,665
-26%
增持
EFG
ISHARES TR EAFE GRWTH ETF
+$386.7K
15,271
+26%
增持
ANET
ARISTA NETWORKS INC COM SHS
+$377.3K
5,864
+26%
减持
WMT
WALMART INC COM
-$374.7K
32,204
-15%
减持
IWM
ISHARES RUSSELL 2000 ETF
+$348.6K
34,439
-7%
减持
VTI
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF
-$342.3K
1,051
-54%
增持
RISR
TIDAL TRUST I FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF
+$340.2K
66,749
+19%
减持
ALL
ALLSTATE CORP COM USD0.01
-$339.8K
3,260
-37%
增持
SPSB
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
+$334.1K
20,100
+121%
减持
PM
PHILIP MORRIS INTERNATIONAL INC COM NPV
-$327.7K
13,447
-2%
增持
IBM
INTERNATIONAL BUS MACH CORP COM USD0.20
-$323.3K
29,356
+1%
增持
HON
HONEYWELL INTERNATIONAL INC COM USD1
+$315.1K
7,856
+37%
增持
ORCL
ORACLE CORP
+$315.0K
4,087
+7%
增持
RTX
RTX CORPORATION COM USD1.00
+$310.5K
13,948
+1%
减持
VO
VANGUARD MID-CAP INDEX FUND
+$310.1K
31,090
-1%
增持
GE
GE AEROSPACE COM NEW
+$304.6K
2,030
+71%
增持
IXUS
ISHARES TR CORE MSCI TOTAL
+$302.3K
42,988
+2%
减持
TGT
TARGET CORP
-$291.1K
11,853
-14%
减持
AMGN
AMGEN INC
-$289.6K
1,001
-51%
增持
META
META PLATFORMS INC CLASS A COMMON STOCK
+$286.7K
6,474
+7%
增持
SPY
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT
+$282.6K
3,189
+7%
减持
GIS
GENERAL MILLS INC COM USD0.10
-$271.6K
7,468
-40%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$264.7K
17,080
-24%
减持
ISRG
INTUITIVE SURGICAL INC
-$253.6K
445
-47%
减持
V
VISA INC
-$251.8K
12,346
-2%
减持
IWO
ISHARES TR RUS 2000 GRW ETF
+$246.8K
7,287
-0%
建仓
PSKY
PARAMOUNT SKYDANCE CORP COM CL B
+$246.2K
13,013
减持
CSX
CSX CORP COM USD1
-$235.1K
8,594
-48%
增持
TSLA
TESLA INC COM
+$230.4K
1,771
+1%
增持
GD
GENERAL DYNAMICS CORP COM
+$227.1K
3,398
+6%
减持
—
CHUBB LIMITED COM NPV ISIN #CH0044328745
-$224.0K
845
-47%
减持
VUG
VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS
+$218.2K
12,380
-5%
减持
UNP
UNION PAC CORP COM
-$205.9K
11,056
-10%
减持
NSC
NORFOLK SOUTHN CORP COM
+$203.8K
4,666
-0%
增持
VEA
VANGUARD DEVELOPED MARKETS INDEX FUND ETF
+$202.1K
44,809
+3%
减持
VWO
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF
+$197.0K
43,666
-0%
增持
ABT
ABBOTT LABORATORIES
+$190.8K
12,955
+14%
增持
IAU
ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6
+$186.1K
17,279
+1%
增持
GS
GOLDMAN SACHS GROUP INC COM USD0.01
+$184.1K
1,655
+3%
增持
CIBR
FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF
+$182.2K
25,451
+10%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$181.2K
3,871
+237%
增持
AMD
ADVANCED MICRO DEVICES INC
+$180.7K
3,511
+29%
减持
ADBE
ADOBE INC COM
-$178.2K
1,216
-22%
增持
MCD
MCDONALD S CORP
+$176.4K
6,736
+5%
减持
PANW
PALO ALTO NETWORKS INC COM USD0.0001
-$173.3K
1,498
-36%
增持
FXI
ISHARES CHINA LARGE-CAP ETF
+$173.3K
26,550
+6%
减持
QQQ
INVESCO QQQ TR UNIT SER 1
-$170.5K
5,738
-12%
减持
MDLZ
MONDELEZ INTL INC COM NPV
-$168.5K
14,231
-9%
清仓
—
PARAMOUNT GLOBAL CLASS B COM
-$167.9K
0
-100%
减持
CSCO
CISCO SYSTEMS INC
-$161.2K
20,962
-9%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$159.1K
3,085
-6%
增持
NOC
NORTHROP GRUMMAN CORP COM USD1
+$158.1K
1,049
+9%
减持
IWF
ISHARES TR RUS 1000 GRW ETF
+$156.4K
3,723
-0%
增持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$145.1K
2,824
+79%
减持
PAYX
PAYCHEX INC COM USD0.01
-$142.2K
2,743
-19%
减持
—
GARMIN LTD COM CHF10.00
-$141.0K
413
-64%
增持
GEV
GE VERNOVA INC COM
+$140.9K
347
+153%
增持
SHY
ISHARES TRUST 1-3 YEAR TREASURY BOND ETF
+$136.9K
2,100
+367%
减持
IWR
ISHARES TR RUS MID CAP ETF
+$134.1K
140,225
-4%
减持
CMCSA
COMCAST CORP
-$134.0K
21,312
-5%
建仓
PTRB
PGIM ETF TR TOTAL RETURN BON
+$133.6K
3,165
减持
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
+$131.8K
22,769
-1%
减持
UHAL/B
U HAUL HOLDING COMPANY COM SER N
-$128.2K
387
-86%
减持
BP
BP PLC SPONSORED ADR
-$127.4K
1,709
-73%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$126.9K
4,908
-8%
增持
IJT
ISHARES TR S&P SMALL CAP 600 GROWTH ETF
+$126.9K
3,050
+33%
减持
EMR
EMERSON ELECTRIC CO
-$124.8K
11,514
-6%
减持
T
AT&T INC COM USD1
-$123.5K
40,343
-8%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$114.0K
339
-93%
增持
CL
COLGATE-PALMOLIVE CO COM
-$113.6K
12,172
+2%
增持
XLF
SELECT SECTOR SPDR TR FINANCIAL
+$112.3K
15,320
+13%
增持
—
EATON CORPORATION PLC
+$107.9K
6,209
+0%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$107.6K
2,285
+1%
减持
FANG
DIAMONDBACK ENERGY INC COM USD0.01
-$107.6K
409
-66%
增持
UBER
UBER TECHNOLOGIES INC COM
+$106.0K
2,972
+50%
减持
BAC
BANK AMERICA CORP COM
-$103.4K
37,587
-13%
清仓
IEI
ISHARES TR 3 7 YR TREAS BD
-$101.2K
0
-100%
增持
XLI
SELECT SECTOR SPDR TR INDL
+$100.8K
2,385
+32%
清仓
—
PATRICK INDS INC BOND 1.75000 12/01/2028
-$100.8K
0
-100%
减持
IVW
ISHARES S&P 500 GROWTH ETF
+$96.3K
25,239
-6%
建仓
WCMI
FIRST TR EXCHANGE-TRADED FD WCM INTL EQUITY
+$95.1K
5,638
减持
CTVA
CORTEVA INC COM
-$94.9K
13,480
-0%
增持
AMAT
APPLIED MATERIALS INC COM USD0.01
+$93.5K
1,266
+40%
增持
KO
COCA-COLA CO
-$91.8K
20,777
+0%
减持
LRCX
LAM RESEARCH CORP COM NEW
+$91.2K
2,856
-5%
减持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
-$90.1K
2,078
-63%
减持
NEM
NEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2
+$89.0K
4,059
-7%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$83.9K
2,075
-27%
减持
TDG
TRANSDIGM GROUP INC
-$83.7K
113
-26%
增持
FPE
FIRST TR EXCHANGE TRADED FD III FIRST TR PFD SECS & INCOME ETF
+$82.1K
5,233
+596%
减持
—
INTERPUBLIC GROUP COS INC COM USD0.10
-$81.0K
660
-84%
减持
SYK
STRYKER CORPORATION COM
-$79.4K
1,976
-3%
清仓
MSTR
MICROSTRATEGY COM USD0.001 CLASS A
-$78.8K
0
-100%
建仓
INOD
INNODATA INC
+$77.1K
1,000
减持
IWN
ISHARES RUSSELL 2000 VALUE ETF
+$76.9K
5,876
-4%
减持
KMB
KIMBERLY-CLARK CORP COM
-$75.9K
673
-46%
增持
ITW
ILLINOIS TOOL WORKS INC COM
+$75.9K
2,564
+7%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$75.6K
3,297
+27%
减持
GWW
GRAINGER W W INC COM
-$72.7K
117
-34%
减持
NFLX
NETFLIX INC
-$72.0K
456
-1%
减持
FISV
FISERV INC COM STK USD0.01
-$71.8K
1,434
-4%
清仓
SPTI
SPDR SER TR PORTFLI INTRMDIT
-$70.5K
0
-100%
减持
QCOM
QUALCOMM INC
-$70.1K
2,760
-17%
减持
GLD
SPDR GOLD TR GOLD SHS
+$68.9K
5,852
-11%
减持
PEP
PEPSICO INC
+$68.7K
10,359
-1%
减持
EFV
ISHARES TR EAFE VALUE ETF
+$68.6K
16,400
-0%
增持
MS
MORGAN STANLEY COM USD0.01
+$66.9K
1,749
+17%
减持
CE
CELANESE CORP DEL COM
-$66.0K
1,492
-36%
增持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
+$65.0K
915
+29%
