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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 18
增持 82
减持 29
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
XLK
SELECT SECTOR SPDR TR
+$3.5M
116,277
+16%
增持
AAPL
APPLE INC
+$3.2M
139,901
+0%
清仓
—
BLACKROCK INC
-$2.3M
0
-100%
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
TSLA
TESLA INC
+$1.9M
16,297
+37%
增持
ACWX
ISHARES TR
+$1.7M
108,132
+27%
增持
NKE
NIKE INC
+$1.4M
20,537
+251%
增持
XLY
SELECT SECTOR SPDR TR
+$1.3M
48,041
+6%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.3M
8,526
+558%
增持
XLF
SELECT SECTOR SPDR TR
+$1.2M
240,704
+2%
清仓
—
KELLOGG CO
-$1.2M
0
-100%
增持
USIG
ISHARES TR
+$1.2M
208,184
+7%
增持
NUE
NUCOR CORP
+$1.2M
9,316
+565%
减持
MSFT
MICROSOFT CORP
-$1.0M
52,381
-1%
增持
XLC
SELECT SECTOR SPDR TR
+$1.0M
92,371
+8%
减持
MMM
3M CO
-$996.3K
4,852
-70%
增持
XLI
SELECT SECTOR SPDR TR
+$981.1K
57,269
+3%
减持
META
META PLATFORMS INC
+$957.5K
14,351
-0%
增持
SMMU
PIMCO ETF TR
+$953.8K
42,381
+78%
增持
QUAL
ISHARES TR
+$924.5K
52,313
+6%
减持
BNY
BANK NEW YORK MELLON CORP
-$905.5K
22,725
-46%
增持
IJR
ISHARES TR
+$879.6K
61,889
+4%
增持
IDEV
ISHARES TR
+$864.4K
110,848
+4%
增持
DGRO
ISHARES TR
+$844.9K
158,749
+0%
增持
XLV
SELECT SECTOR SPDR TR
+$775.6K
68,006
+2%
增持
SHY
ISHARES TR
+$755.8K
96,610
+8%
增持
IEF
ISHARES TR
+$732.0K
77,569
+6%
清仓
QTEC
FIRST TR NASDAQ 100 TECH IND
-$684.2K
0
-100%
增持
AVLV
AMERICAN CENTY ETF TR
+$678.6K
81,163
+9%
增持
TLH
ISHARES TR
+$662.1K
49,140
+7%
增持
GOOGL
ALPHABET INC
-$636.4K
42,763
+1%
增持
IEI
ISHARES TR
+$634.4K
58,778
+6%
增持
XLP
SELECT SECTOR SPDR TR
+$616.7K
61,056
+5%
减持
GOOG
ALPHABET INC
-$616.1K
33,969
-1%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$607.4K
114,935
+8%
增持
DBND
DOUBLELINE ETF TRUST
+$601.3K
112,739
+8%
增持
UNH
UNITEDHEALTH GROUP INC
+$592.3K
5,679
+6%
增持
AVMV
AMERICAN CENTY ETF TR
+$589.8K
32,788
+29%
增持
DFAI
DIMENSIONAL ETF TRUST
+$566.3K
166,394
+5%
增持
AVGO
AVAGO TECHNOLOGIES LTD
+$526.6K
33,103
+925%
增持
IQDG
WISDOMTREE TR
+$504.0K
135,517
+5%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$469.0K
22,262
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$465.4K
8,489
+0%
增持
OUSM
ALPS ETF TR
+$451.7K
75,540
+5%
增持
QEMM
SPDR INDEX SHS FDS
+$450.6K
39,922
+13%
清仓
ABNB
AIRBNB INC
-$450.3K
0
-100%
增持
SMH
VANECK ETF TRUST
+$442.7K
3,264
+137%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$442.4K
31,520
+10%
增持
XLU
SELECT SECTOR SPDR TR
+$426.5K
24,576
+7%
增持
GE
GENERAL ELECTRIC CO
+$415.6K
13,542
+1%
增持
HD
HOME DEPOT INC
+$408.9K
6,042
+2%
减持
CVX
CHEVRON CORP NEW
-$405.4K
10,117
-17%
清仓
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$379.0K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$374.0K
4,304
-30%
增持
AVUV
AMERICAN CENTY ETF TR
+$370.2K
33,840
+6%
增持
JNJ
JOHNSON & JOHNSON
+$368.7K
11,963
+11%
增持
AMZN
AMAZON COM INC
-$358.7K
64,514
+1%
减持
SPDW
SPDR INDEX SHS FDS
-$358.0K
12,027
-48%
清仓
DXCM
DEXCOM INC
-$349.1K
0
-100%
增持
CVS
CVS HEALTH CORP
+$346.7K
26,131
+19%
增持
DHI
D R HORTON INC
+$345.3K
6,380
+3%
增持
USB
US BANCORP DEL
+$344.2K
42,102
+6%
清仓
OXY
OCCIDENTAL PETE CORP
-$336.2K
0
-100%
增持
WMT
WALMART INC
+$331.9K
25,092
+0%
增持
REGL
PROSHARES TR
+$331.3K
28,202
+5%
增持
MGK
VANGUARD WORLD FD
+$327.9K
3,904
+32%
增持
CMCSA
COMCAST CORP NEW
+$308.5K
60,151
+7%
增持
XSOE
WISDOMTREE TR
+$304.9K
81,856
+5%
减持
NVDA
NVIDIA CORPORATION
-$304.3K
139,649
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$302.5K
5,504
+4%
增持
BX
BLACKSTONE INC
+$298.7K
5,897
+21%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$294.3K
1,003
-33%
增持
LOW
LOWES COS INC
+$292.6K
5,714
+0%
清仓
MRNA
MODERNA INC
-$282.6K
0
-100%
清仓
COIN
COINBASE GLOBAL INC
-$278.5K
0
-100%
清仓
—
TE CONNECTIVITY LTD
-$278.4K
0
-100%
增持
SMLF
ISHARES TR
+$277.1K
35,108
+5%
建仓
—
TE CONNECTIVITY PLC
+$276.8K
1,833
增持
ABBV
ABBVIE INC
+$267.9K
9,073
+2%
减持
AMAT
APPLIED MATLS INC
-$264.6K
6,198
-4%
减持
NOW
SERVICENOW INC
+$264.6K
3,114
-3%
增持
EDIV
SPDR INDEX SHS FDS
+$264.3K
70,963
+4%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$262.0K
0
-100%
增持
CALF
PACER FDS TR
+$261.1K
46,647
+6%
建仓
EXR
EXTRA SPACE STORAGE INC
+$260.6K
1,446
减持
NEE
NEXTERA ENERGY INC
+$258.5K
23,119
-3%
清仓
DOW
DOW INC
-$256.9K
0
-100%
减持
T
AT&T INC
+$255.2K
115,525
-3%
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$254.9K
3,303
增持
CRM
SALESFORCE INC
+$252.4K
9,639
+4%
增持
CAT
CATERPILLAR INC
+$251.2K
2,760
+11%
增持
EL
LAUDER ESTEE COS INC
+$248.2K
13,316
+31%
减持
MRK
MERCK & CO INC
-$248.1K
14,736
-5%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$247.1K
0
-100%
建仓
CHTR
CHARTER COMMUNICATIONS INC N
+$243.1K
750
减持
SNPS
SYNOPSYS INC
-$242.5K
480
-41%
增持
JPM
JPMORGAN CHASE & CO
+$242.5K
24,383
+1%
清仓
VYMI
VANGUARD WHITEHALL FDS
-$240.7K
0
-100%
清仓
VIGI
VANGUARD WHITEHALL FDS
-$239.7K
0
-100%
增持
SHV
ISHARES TR
+$237.6K
25,947
+9%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$236.3K
16,530
+11%
减持
XLRE
SELECT SECTOR SPDR TR
+$235.9K
43,757
-2%
减持
IWD
ISHARES TR
+$235.4K
21,271
-2%
减持
MA
MASTERCARD INCORPORATED
+$235.2K
4,527
-0%
增持
PH
PARKER-HANNIFIN CORP
+$234.6K
1,834
+0%
增持
DE
DEERE & CO
+$232.3K
2,665
+13%
增持
—
MEDTRONIC PLC
+$229.0K
17,524
+2%
减持
EW
EDWARDS LIFESCIENCES CORP
-$228.8K
4,274
-23%
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$227.5K
1,934
增持
WBD
WARNER BROS DISCOVERY INC
+$225.6K
158,087
+9%
建仓
FAST
FASTENAL CO
+$223.8K
3,134
清仓
DDOG
DATADOG INC
-$222.3K
0
-100%
增持
XLB
SELECT SECTOR SPDR TR
+$222.0K
20,670
+3%
减持
QCOM
QUALCOMM INC
-$220.0K
5,178
-6%
建仓
VTR
VENTAS INC
+$219.8K
3,428
增持
—
ACCENTURE PLC IRELAND
+$218.0K
2,869
+9%
增持
MELI
MERCADOLIBRE INC
+$217.9K
269
+33%
减持
MCD
MCDONALDS CORP
+$215.8K
4,842
-2%
清仓
DVN
DEVON ENERGY CORP NEW
-$215.5K
0
-100%
增持
SPG
SIMON PPTY GROUP INC NEW
+$213.9K
11,177
+1%
建仓
IVW
ISHARES TR
+$212.0K
2,214
增持
XSVM
INVESCO EXCHANGE TRADED FD T
+$211.4K
39,740
+5%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$210.6K
2,244
清仓
AMLP
ALPS ETF TR
-$208.1K
0
-100%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$207.2K
1,069
清仓
NSC
NORFOLK SOUTHN CORP
-$205.9K
0
-100%
建仓
—
JOHNSON CTLS INTL PLC
+$205.1K
2,643
减持
SDY
SPDR SER TR
-$204.7K
1,420
-56%
建仓
ATO
ATMOS ENERGY CORP
+$203.8K
1,469
清仓
HUM
HUMANA INC
-$203.6K
0
-100%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$203.5K
2,108
减持
VYM
VANGUARD WHITEHALL FDS
-$203.3K
2,810
-41%
建仓
LNG
CHENIERE ENERGY INC
+$203.2K
1,130
建仓
SKYY
FIRST TR EXCHANGE TRADED FD
+$202.7K
1,982
建仓
CPNG
COUPANG INC
+$202.2K
8,236
清仓
CTRA
COTERRA ENERGY INC
-$201.8K
0
-100%
建仓
PKG
PACKAGING CORP AMER
+$200.3K
930
建仓
FICO
FAIR ISAAC CORP
+$200.2K
103
增持
URI
UNITED RENTALS INC
+$197.2K
853
+12%
减持
ORCL
ORACLE CORP
+$196.2K
6,935
-1%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$189.8K
18,961
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$188.5K
42,993
+2%
减持
PGR
PROGRESSIVE CORP
+$178.1K
3,944
-0%
减持
AXP
AMERICAN EXPRESS CO
+$177.3K
4,531
-0%
增持
MUB
ISHARES TR
+$176.9K
41,049
+2%
增持
CAG
CONAGRA BRANDS INC
+$176.7K
40,711
+1%
减持
MU
MICRON TECHNOLOGY INC
-$175.9K
4,249
-9%
增持
LEN
LENNAR CORP
+$171.8K
4,197
+2%
增持
ITOT
ISHARES TR
+$171.7K
6,115
+22%
减持
APD
AIR PRODS & CHEMS INC
+$165.1K
4,787
-2%
增持
—
DUPONT DE NEMOURS INC
+$163.6K
16,554
+2%
