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Premier Path Wealth Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Premier Path Wealth Partners, LLC
报告期 2026-03-31 · CIK 0001999925
持仓数
398
前50大市值合计
$451.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 30
增持 68
减持 31
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
GOVT
ISHARES TR
-$14.3M
24,810
-96%
增持
USIG
ISHARES TR
+$10.9M
229,562
+15003%
增持
SHY
ISHARES TR
+$6.5M
86,396
+4078%
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
IEF
ISHARES TR
+$5.7M
67,227
+1294%
减持
NVDA
NVIDIA CORPORATION
+$5.6M
13,633
-0%
增持
IEI
ISHARES TR
+$5.5M
52,367
+2044%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$4.9M
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$4.5M
98,279
+20%
建仓
TLH
ISHARES TR
+$4.5M
44,329
减持
AAPL
APPLE INC
-$3.3M
133,480
-2%
建仓
DBND
DOUBLELINE ETF TRUST
+$2.8M
53,040
建仓
SHV
ISHARES TR
+$2.4M
22,384
减持
MSFT
MICROSOFT CORP
+$2.3M
50,832
-0%
增持
XLF
SELECT SECTOR SPDR TR
+$2.3M
231,172
+18%
建仓
AVUV
AMERICAN CENTY ETF TR
+$2.0M
19,432
建仓
SUB
ISHARES TR
+$1.8M
17,321
增持
DGRO
ISHARES TR
+$1.8M
148,086
+19%
增持
ACWX
ISHARES TR
+$1.8M
73,698
+69%
增持
QUAL
ISHARES TR
+$1.8M
47,724
+18%
减持
IWD
ISHARES TR
-$1.8M
23,334
-36%
增持
XLI
SELECT SECTOR SPDR TR
+$1.6M
55,731
+20%
减持
IWF
ISHARES TR
-$1.6M
10,346
-38%
清仓
IWB
ISHARES TR
-$1.6M
0
-100%
减持
MUB
ISHARES TR
-$1.5M
24,626
-37%
减持
AMZN
AMAZON COM INC
+$1.4M
61,206
-4%
减持
TSLA
TESLA INC
-$1.4M
15,120
-8%
增持
XLY
SELECT SECTOR SPDR TR
+$1.4M
45,190
+18%
增持
XLV
SELECT SECTOR SPDR TR
+$1.4M
65,780
+9%
建仓
EL
LAUDER ESTEE COS INC
+$1.3M
8,662
增持
USB
US BANCORP DEL
+$1.2M
38,114
+236%
增持
XLC
SELECT SECTOR SPDR TR
+$1.2M
84,018
+9%
建仓
AVMV
AMERICAN CENTY ETF TR
+$1.2M
19,335
清仓
—
ASML HOLDING N V
-$1.2M
0
-100%
减持
LLY
ELI LILLY & CO
+$1.2M
6,079
-1%
增持
OUSM
ALPS ETF TR
+$1.2M
60,803
+63%
建仓
CPB
CAMPBELL SOUP CO
+$1.1M
25,409
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.1M
152,286
+27%
增持
IQDG
WISDOMTREE TR
+$1.1M
122,425
+26%
增持
IJR
ISHARES TR
+$1.1M
56,822
+19%
减持
—
LAM RESEARCH CORP
-$940.5K
446
-74%
减持
META
META PLATFORMS INC
+$905.4K
14,183
-17%
增持
USHY
ISHARES TR
+$874.4K
64,436
+74%
建仓
SMMU
PIMCO ETF TR
+$866.6K
10,200
增持
IDEV
ISHARES TR
+$862.5K
102,705
+10%
增持
GOOG
ALPHABET INC
+$789.8K
33,624
+10%
增持
XLP
SELECT SECTOR SPDR TR
+$704.7K
60,024
+13%
增持
DIS
DISNEY WALT CO
+$695.4K
20,887
+2%
清仓
IWO
ISHARES TR
-$693.9K
0
-100%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$677.3K
105,221
+27%
增持
XLE
SELECT SECTOR SPDR TR
+$672.5K
36,268
+12%
增持
QEMM
SPDR INDEX SHS FDS
+$649.2K
33,007
+54%
建仓
MINO
PIMCO ETF TR
+$602.1K
12,742
减持
JPM
JPMORGAN CHASE & CO
+$580.5K
23,268
-3%
减持
VGT
VANGUARD WORLD FDS
-$569.4K
3,953
-28%
增持
IJH
ISHARES TR
+$567.0K
46,998
+475%
减持
AVGO
AVAGO TECHNOLOGIES LTD
+$557.5K
3,244
-6%
减持
GE
GENERAL ELECTRIC CO
+$552.9K
12,888
-3%
增持
REGL
PROSHARES TR
+$547.4K
25,488
+31%
清仓
IEMG
ISHARES INC
-$530.8K
0
-100%
增持
XSOE
WISDOMTREE TR
+$526.2K
75,619
+30%
增持
XSVM
INVESCO EXCHANGE TRADED FD T
+$518.5K
35,551
+30%
增持
EDIV
SPDR INDEX SHS FDS
+$505.6K
66,348
+27%
增持
SMLF
ISHARES TR
+$502.4K
31,946
+25%
增持
CALF
PACER FDS TR
+$453.4K
40,955
+28%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$448.9K
2,642
-70%
减持
—
EATON CORP PLC
+$445.4K
7,153
-5%
增持
STZ
CONSTELLATION BRANDS INC
+$433.2K
5,135
+30%
增持
EMR
EMERSON ELEC CO
+$426.0K
15,497
+14%
增持
WFC
WELLS FARGO CO NEW
+$415.7K
42,668
+2%
增持
WU
WESTERN UN CO
+$408.5K
82,824
+34%
清仓
TQQQ
PROSHARES TR
-$406.8K
0
-100%
增持
KMX
CARMAX INC
+$402.4K
14,914
+30%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$380.2K
22,992
+5%
增持
TROW
PRICE T ROWE GROUP INC
+$378.7K
11,248
+24%
增持
XLB
SELECT SECTOR SPDR TR
+$376.3K
19,548
+18%
增持
SHM
SPDR SER TR
+$374.5K
42,177
+21%
减持
NFLX
NETFLIX INC
+$365.7K
3,363
-3%
增持
—
KELLOGG CO
+$365.3K
20,796
+43%
增持
AMD
ADVANCED MICRO DEVICES INC
+$364.6K
8,739
+6%
增持
HD
HOME DEPOT INC
+$338.0K
6,065
+5%
减持
GOOGL
ALPHABET INC
+$333.2K
41,865
-3%
清仓
WELL
WELLTOWER INC
-$333.1K
0
-100%
增持
MRK
MERCK & CO INC
+$329.7K
14,343
+0%
减持
—
EXXON MOBIL CORP
+$325.0K
21,597
-1%
增持
BAX
BAXTER INTL INC
+$324.7K
28,457
+25%
建仓
AGG
ISHARES TR
+$321.7K
2,967
减持
UNH
UNITEDHEALTH GROUP INC
-$318.8K
5,633
-5%
建仓
CEG
CONSTELLATION ENERGY CORP
+$314.8K
1,703
增持
—
DUPONT DE NEMOURS INC
+$311.9K
17,554
+32%
增持
BDX
BECTON DICKINSON & CO
+$308.2K
5,063
+33%
减持
VFH
VANGUARD WORLD FDS
-$307.6K
7,778
-35%
增持
XLU
SELECT SECTOR SPDR TR
+$306.7K
24,689
+21%
清仓
HUM
HUMANA INC
-$304.0K
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
+$302.8K
12,235
+17%
减持
ADBE
ADOBE INC
-$298.9K
2,335
-7%
清仓
SNOW
SNOWFLAKE INC
-$297.5K
0
-100%
清仓
ETR
ENTERGY CORP NEW
-$297.3K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$291.3K
40,656
+9%
增持
ABBV
ABBVIE INC
+$288.8K
8,777
+4%
减持
AMAT
APPLIED MATLS INC
+$288.0K
6,148
-1%
增持
APD
AIR PRODS & CHEMS INC
+$287.6K
4,941
+52%
增持
—
MEDTRONIC PLC
+$286.4K
16,556
+21%
增持
INTC
INTEL CORP
-$285.9K
53,644
+2%
增持
GSK
GSK PLC
+$282.3K
25,920
+18%
建仓
PWR
QUANTA SVCS INC
+$277.3K
1,067
增持
CVX
CHEVRON CORP NEW
+$276.2K
10,973
+12%
增持
BA
BOEING CO
-$276.0K
8,465
+17%
建仓
APH
AMPHENOL CORP NEW
+$272.6K
2,363
增持
CAT
CATERPILLAR INC
+$271.5K
2,412
+16%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$266.7K
1,279
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$266.3K
10,310
+15%
清仓
CMI
CUMMINS INC
-$265.4K
0
-100%
增持
XLRE
SELECT SECTOR SPDR TR
+$265.2K
43,900
+21%
增持
CAG
CONAGRA BRANDS INC
+$260.9K
39,673
+26%
增持
BAC
BANK AMERICA CORP
+$255.4K
42,076
+6%
减持
CRM
SALESFORCE INC
+$249.1K
8,746
-3%
清仓
SKYY
FIRST TR EXCHANGE TRADED FD
-$244.2K
0
-100%
增持
CVS
CVS HEALTH CORP
+$243.4K
22,707
+15%
增持
T
AT&T INC
+$241.2K
116,754
+9%
清仓
IEFA
ISHARES TR
-$236.3K
0
-100%
减持
BNY
BANK NEW YORK MELLON CORP
+$232.3K
41,977
-0%
增持
PFE
PFIZER INC
+$230.4K
56,176
+23%
清仓
IWM
ISHARES TR
-$227.0K
0
-100%
建仓
WAB
WABTEC
+$226.2K
1,553
清仓
USMV
ISHARES TR
-$224.9K
0
-100%
建仓
WM
WASTE MGMT INC DEL
+$223.0K
1,046
建仓
VMC
VULCAN MATLS CO
+$222.3K
814
减持
ZTS
ZOETIS INC
-$221.0K
5,311
-8%
建仓
TSCO
TRACTOR SUPPLY CO
+$216.7K
832
清仓
EXC
EXELON CORP
-$216.7K
0
-100%
减持
LEGH
LEGACY HOUSING CORP
-$215.2K
46,700
-3%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$213.8K
0
-100%
建仓
SYF
SYNCHRONY FINANCIAL
+$212.5K
4,929
清仓
SBAC
SBA COMMUNICATIONS CORP NEW
-$209.8K
0
-100%
清仓
—
FERRARI N V
-$209.5K
0
-100%
增持
MMM
3M CO
+$209.4K
15,392
+20%
建仓
PHM
PULTE GROUP INC
+$209.0K
1,733
减持
MA
MASTERCARD INCORPORATED
+$208.4K
4,560
-2%
建仓
FDX
FEDEX CORP
+$208.3K
719
建仓
DG
DOLLAR GEN CORP NEW
+$207.4K
1,329
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$207.4K
2,281
清仓
IBB
ISHARES TR
-$207.2K
0
-100%
建仓
VLO
VALERO ENERGY CORP
+$207.0K
1,213
建仓
ALGN
ALIGN TECHNOLOGY INC
+$206.3K
629
清仓
ON
ON SEMICONDUCTOR CORP
-$204.3K
0
-100%
建仓
ANSS
ANSYS INC
+$202.7K
584
建仓
PSA
PUBLIC STORAGE
+$201.9K
696
减持
COST
COSTCO WHSL CORP NEW
+$200.4K
3,195
-3%
建仓
GIS
GENERAL MLS INC
+$200.2K
2,861
建仓
DVN
DEVON ENERGY CORP NEW
+$200.0K
3,986
