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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 6
增持 65
减持 76
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
RLY
SSGA ACTIVE TRUST STATE STREET MULTI-ASSET REAL RETURN ETF
+$6.9M
366,347
+83%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF
+$6.4M
510,590
+43%
增持
CSRE
COHEN &STEERS ETF TRUST REAL ESTATE ACTIVE ETF
+$6.4M
469,410
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。
+101%
减持
WK
WORKIVA INC COM CL A
-$5.7M
158,000
-10%
减持
MSFT
MICROSOFT CORP
-$5.5M
46,118
-1%
增持
IEFA
ISHARES TRUST CORE MSCI EAFE ETF
+$3.4M
716,683
+4%
增持
—
EXXON MOBIL CORP COM
+$3.3M
60,765
+4%
增持
IVV
ISHARES CORE S&P 500 ETF
-$3.2M
144,336
+1%
增持
AVIV
AVANTIS INTERNATIONAL LARGE CAP VAL ETF
+$3.2M
58,621
+252%
增持
IJR
ISHARES CORE S&P SMALL-CAP E
+$3.0M
248,264
+7%
增持
FPE
FIRST TR EXCHANGE TRADED FD III FIRST TR PFD SECS & INCOME ETF
+$2.2M
206,389
+151%
增持
AVLC
AVANTIS U S LARGE CAP EQUITY ETF
+$2.1M
55,903
+98%
减持
AMZN
AMAZON.COM INC
-$2.1M
22,487
-24%
增持
CAT
CATERPILLAR INC COM
+$2.0M
13,928
+2%
增持
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$1.9M
28,956
+468%
增持
RISR
TIDAL TRUST I FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF
+$1.8M
146,722
+50%
减持
—
ACCENTURE PLC
-$1.7M
21,112
-5%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$1.7M
864,758
-6%
增持
IBM
INTERNATIONAL BUS MACH CORP COM USD0.20
-$1.6M
29,789
+0%
增持
WCMI
FIRST TR EXCHANGE-TRADED FD WCM INTL EQUITY
+$1.5M
217,385
+76%
减持
VTIP
VANGUARD SHT-TERM INFLATION-PROTECTED SEC IDX
-$1.5M
261,610
-11%
增持
LLY
ELI LILLY &CO COM
-$1.5M
10,488
+1%
增持
DE
DEERE & CO
+$1.4M
14,298
+0%
减持
META
META PLATFORMS INC CLASS A COMMON STOCK
-$1.4M
9,036
-9%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$1.4M
844,216
+0%
增持
CVX
CHEVRON CORP NEW COM
+$1.3M
24,460
+0%
减持
JPM
JPMORGAN CHASE &CO. COM
-$1.3M
28,115
-5%
增持
PTRB
PGIM ETF TR TOTAL RETURN BON
+$1.3M
85,562
+59%
减持
BND
VANGUARD BD INDEX FDS TOTAL BND MRKT
-$1.2M
3,840
-81%
减持
GEW
EA SERIES TRUST CAMBRIA GLOBAL
-$1.1M
121,210
-14%
减持
CRWD
CROWDSTRIKE HLDGS INC CL A
-$1.1M
7,067
-14%
减持
NVDA
NVIDIA CORPORATION COM
-$1.0M
55,155
-3%
减持
VUG
VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS
-$1.0M
8,735
-12%
增持
JNJ
JOHNSON &JOHNSON COM
+$903.6K
20,046
+4%
增持
GRNY
TIDAL TRUST I FUNDSTRAT GRANNY
+$886.9K
276,819
+20%
建仓
JMHI
JP MORGAN ETF TRUST HIGH YIELD MUNICIPAL ETF USD
+$828.2K
16,621
清仓
FXI
ISHARES CHINA LARGE-CAP ETF
-$800.3K
0
-100%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$752.1K
154,378
-5%
减持
V
VISA INC
-$715.9K
12,029
-3%
增持
CIBR
FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF
+$686.1K
59,596
+40%
增持
BRK/B
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
-$508.9K
32,934
+2%
减持
TSLA
TESLA INC COM
-$508.2K
1,823
-31%
增持
MRK
MERCK &CO. INC COM
+$501.5K
19,474
+11%
建仓
SHYM
ISHARES HIGH YIELD MUNI INCOME ACTIVE ETF
+$472.8K
21,470
增持
PDBC
INVESCO ACTVELY MNGD ETC FD TR OPTIMUM YIELD
+$466.6K
108,265
+2%
减持
GOOG
ALPHABET INC CAP STK CL C
-$466.1K
16,709
-0%
减持
WFC
WELLS FARGO CO NEW COM
-$432.0K
27,030
-3%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$425.6K
31,003
+4%
减持
BAC
BANK AMERICA CORP COM
-$420.9K
32,902
-11%
减持
AEG
AEGON LIMITED AMER REGD CERT(1 SH EUR0.12)
-$405.9K
900,000
-0%
减持
UBER
UBER TECHNOLOGIES INC COM
-$400.3K
12,237
-22%
减持
WMT
WALMART INC COM
+$398.9K
32,527
-1%
减持
VO
VANGUARD MID-CAP INDEX FUND
-$398.0K
29,127
-4%
增持
GEV
GE VERNOVA INC COM
+$381.2K
1,294
+13%
减持
QQQ
INVESCO QQQ TR UNIT SER 1
-$374.0K
5,425
-5%
减持
GS
GOLDMAN SACHS GROUP INC COM USD0.01
-$345.2K
1,298
-21%
减持
UNH
UNITEDHEALTH GROUP INC
-$339.3K
4,447
-5%
减持
LMT
LOCKHEED MARTIN CORP COM USD1.00
+$331.4K
2,749
-0%
增持
AAPL
APPLE INC
-$322.8K
113,260
+6%
减持
CEG
CONSTELLATION ENERGY CORP COM
-$319.6K
218
-80%
减持
ENDW
EA SERIES TRUST CAMBRIA ENDOWM
+$269.4K
339,594
-0%
减持
AXP
AMERICAN EXPRESS CO COM USD0.20
-$269.3K
3,799
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$266.8K
3,087
+0%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$256.4K
25,239
-0%
增持
NOC
NORTHROP GRUMMAN CORP COM USD1
+$254.0K
1,244
+19%
增持
—
EATON CORPORATION PLC
+$247.4K
6,179
+0%
增持
ABT
ABBOTT LABORATORIES
-$246.2K
13,533
+4%
增持
ITOT
ISHARES CORE S&P TOTAL US STOCK MARKET ETF
-$241.9K
76,851
+2%
减持
CTVA
CORTEVA INC COM
+$225.0K
13,503
-0%
减持
MA
MASTERCARD INCORPORATED CL A
-$221.0K
2,478
-3%
增持
BITW
BITWISE 10 CRYPTO INDEX FD UNIT BENEFICIAL
+$218.0K
15,656
+92%
减持
BLK
BLACKROCK INC COM
-$211.7K
1,900
-0%
增持
IWF
ISHARES TR RUS 1000 GRW ETF
+$211.6K
4,076
+26%
减持
CASY
CASEYS GENERAL STORES INC
+$203.0K
1,238
-2%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$202.4K
26,357
+8%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$200.3K
9,381
-16%
减持
ADBE
ADOBE INC COM
-$199.5K
802
-29%
减持
UAL
UNITED AIRLS HLDGS INC COM
-$197.8K
10,000
-0%
增持
EFV
ISHARES TR EAFE VALUE ETF
+$180.1K
18,505
+11%
增持
VCRM
VANGUARD MUNICIPAL BOND FUNDS CORE TAX EXEMPT BOND ETF
+$178.3K
4,811
+98%
减持
TGT
TARGET CORP
+$176.9K
10,571
-6%
增持
ALL
ALLSTATE CORP COM USD0.01
+$174.4K
4,150
+26%
减持
VWO
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF
-$168.5K
39,941
-8%
增持
IXUS
ISHARES TR CORE MSCI TOTAL
+$168.1K
42,525
+2%
减持
HON
HONEYWELL INTERNATIONAL INC COM USD1
+$167.4K
8,052
-5%
减持
NFLX
NETFLIX INC
-$160.4K
12,530
-14%
增持
IWP
ISHARES TR RUS MD CP GR ETF
+$157.8K
67,296
+9%
减持
MO
ALTRIA GROUP INC
+$157.4K
20,259
-1%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$157.2K
1,096
+187%
减持
SPMO
INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM
-$155.8K
1,950
-38%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$155.8K
2,312
-27%
增持
KO
COCA-COLA CO
+$153.8K
20,986
+2%
增持
RTX
RTX CORPORATION COM USD1.00
+$152.7K
14,455
+1%
减持
BMNR
BITMINE IMMERSION TECNOLOGIES COM NEW
-$152.5K
1,900
-73%
增持
PEP
PEPSICO INC
+$148.9K
10,461
+2%
增持
EFA
ISHARES MSCI EAFE ETF
+$148.4K
112,684
+0%
减持
COST
COSTCO WHOLESALE CORP COM
-$147.9K
441
-35%
减持
UNP
UNION PAC CORP COM
+$141.0K
12,523
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$138.3K
17,470
+2%
清仓
FBND
FIDELITY TOTAL BOND ETF
-$135.9K
0
-100%
减持
BR
BROADRIDGE FINANCIAL SOLUTION INC COM USD0.01
-$135.6K
194
-74%
增持
USHY
ISHARES TR BROAD USD HIGH
+$130.1K
11,557
+46%
减持
—
AON PLC SHS CL A COM USD0.01
-$128.1K
4,233
-0%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$128.0K
6,509
+15%
减持
VTV
VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR
-$127.6K
15,656
-7%
减持
T
AT&T INC COM USD1
+$127.0K
30,856
-0%
减持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
-$126.0K
6,398
-14%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$125.1K
3,896
-0%
增持
ORCL
ORACLE CORP
-$123.4K
5,192
+14%
建仓
DGS
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND
+$122.6K
2,040
减持
GIS
GENERAL MILLS INC COM USD0.10
-$122.5K
4,264
-29%
建仓
FVD
FIRST TR VALUE LINE DIVID INDE SHS
+$119.9K
2,550
减持
SPY
STATE STREET SPDR S&P 500 ETF UNITS
-$118.0K
3,522
-0%
增持
EFG
ISHARES TR EAFE GRWTH ETF
+$114.2K
16,764
+9%
增持
PFG
PRINCIPAL FINANCIAL GROUP INC COM
+$113.9K
1,659
+312%
增持
NEE
NEXTERA ENERGY INC COM USD0.01
+$112.8K
4,679
+17%
增持
IWN
ISHARES RUSSELL 2000 VALUE ETF
+$112.5K
6,463
+5%
减持
VZ
VERIZON COMMUNICATIONS INC
+$112.1K
12,608
-1%
减持
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
+$108.5K
23,793
-0%
减持
SHW
SHERWIN-WILLIAMS CO
-$107.6K
5,135
-5%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$107.4K
3,804
+1022%
减持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
-$106.6K
11,990
-12%
增持
MMM
3M CO
-$105.7K
8,155
+1%
减持
VGIT
VANGUARD SCOTTSDALE FDS INTER TERM TREAS
-$105.1K
1,017
-63%
减持
LRCX
LAM RESEARCH CORP COM NEW
+$104.6K
2,655
-2%
增持
TXN
TEXAS INSTRUMENTS INC COM USD1.00
+$103.9K
2,215
+18%
减持
PAYX
PAYCHEX INC COM USD0.01
-$103.7K
1,917
-23%
减持
ROK
ROCKWELL AUTOMATION INC COM USD1
-$103.7K
3,422
-0%
减持
NTAP
NETAPP INC
-$101.0K
3,299
-19%
清仓
DKS
DICK S SPORTING GOODS INC
-$100.8K
0
-100%
增持
XLK
SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
+$100.7K
14,316
+14%
减持
GLD
SPDR GOLD TR GOLD SHS
-$97.3K
5,160
-12%
减持
SPGI
S&P GLOBAL INC COM
-$96.8K
990
-0%
减持
IWR
ISHARES TR RUS MID CAP ETF
+$94.1K
140,647
-0%
减持
BSX
BOSTON SCIENTIFIC CORP
-$93.9K
2,857
-0%
增持
DIS
DISNEY WALT CO COM
-$92.7K
5,346
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$92.1K
4,213
+18%
增持
CME
CME GROUP INC COM
+$92.0K
3,960
+0%
减持
PFE
PFIZER INC
+$91.9K
33,784
-2%
增持
HD
HOME DEPOT INC
+$88.6K
14,627
+7%
增持
PSX
PHILLIPS 66
+$88.2K
1,198
+19%
减持
VTI
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF
-$82.7K
3,125
-3%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VIII FT VEST LADDERED
+$81.5K
2,414
增持
SCHG
SCHWAB US LARGE-CAP GROWTH ETF
-$81.4K
23,345
+0%
减持
TSCO
TRACTOR SUPPLY CO
-$81.2K
12,285
-4%
减持
AMAT
APPLIED MATERIALS INC COM USD0.01
+$81.1K
1,439
-10%
减持
AVB
AVALONBAY COMMUNITIES INC COM USD0.01
-$81.1K
1,990
-11%
减持
BITO
PROSHARES BITCOIN ETF
-$79.9K
1,225
-84%
减持
GSLC
GOLDMAN SACHS ETF TR ACTIVEBETA US LG
-$77.5K
3,721
-9%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF
+$77.3K
833
