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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 17
增持 72
减持 46
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$4.0M
141,089
-0%
减持
NVDA
NVIDIA CORPORATION
-$3.8M
138,002
-1%
减持
AMZN
AMAZON COM INC
-$3.1M
59,855
-9%
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。
减持
TSLA
TESLA INC
-$3.1M
15,521
-12%
减持
MSFT
MICROSOFT CORP
-$2.7M
51,511
-2%
减持
IWD
ISHARES TR
-$2.5M
20,249
-41%
增持
XLK
SELECT SECTOR SPDR TR
-$2.5M
121,199
+2%
增持
AVGO
AVAGO TECHNOLOGIES LTD
-$2.1M
32,763
+0%
减持
GOOGL
ALPHABET INC
-$1.8M
44,733
-3%
减持
GOOG
ALPHABET INC
-$1.4M
35,519
-3%
增持
ACWX
ISHARES TR
+$1.3M
152,929
+12%
增持
IEF
ISHARES TR
+$971.8K
88,790
+10%
增持
AMD
ADVANCED MICRO DEVICES INC
+$931.7K
17,195
+149%
增持
TLH
ISHARES TR
+$869.5K
58,562
+12%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$868.3K
18,465
-44%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$863.8K
8,948
+4%
增持
CVS
CVS HEALTH CORP
+$847.9K
29,187
+16%
增持
IEI
ISHARES TR
+$754.0K
66,434
+8%
增持
IDEV
ISHARES TR
+$738.9K
118,970
+3%
增持
SHY
ISHARES TR
+$734.2K
110,532
+8%
增持
JNJ
JOHNSON & JOHNSON
+$696.3K
18,216
+13%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$655.6K
131,892
+10%
清仓
TTD
THE TRADE DESK INC
-$640.8K
0
-100%
增持
DBND
DOUBLELINE ETF TRUST
+$601.3K
130,313
+9%
减持
IWF
ISHARES TR
-$593.7K
9,138
-6%
增持
IQDG
WISDOMTREE TR
+$557.2K
148,538
+7%
增持
DFAI
DIMENSIONAL ETF TRUST
+$515.4K
178,685
+3%
增持
MGK
VANGUARD WORLD FD
+$514.7K
6,008
+54%
增持
MUB
ISHARES TR
+$507.1K
47,502
+12%
增持
ABBV
ABBVIE INC
+$492.7K
11,195
+7%
减持
XLF
SELECT SECTOR SPDR TR
-$478.4K
220,711
-7%
清仓
IWB
ISHARES TR
-$475.5K
0
-100%
减持
NOW
SERVICENOW INC
-$444.2K
1,667
-0%
减持
VGT
VANGUARD WORLD FDS
-$437.1K
5,160
-1%
增持
CRM
SALESFORCE INC
-$433.9K
9,416
+6%
减持
—
EATON CORP PLC
-$423.5K
6,910
-0%
增持
V
VISA INC
+$395.2K
10,766
+1%
增持
LLY
ELI LILLY & CO
+$393.9K
6,146
+1%
增持
XLY
SELECT SECTOR SPDR TR
-$385.7K
49,801
+9%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$377.0K
23,602
+10%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$344.4K
998
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$323.2K
12,472
+21%
清仓
COIN
COINBASE GLOBAL INC
-$318.8K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$316.2K
12,744
+2%
增持
AVUV
AMERICAN CENTY ETF TR
-$314.4K
34,759
+0%
增持
BAX
BAXTER INTL INC
+$308.6K
39,367
+10%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$307.2K
7,354
-5%
减持
LMT
LOCKHEED MARTIN CORP
-$303.1K
5,360
-3%
减持
T
AT&T INC
+$302.6K
100,845
-10%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$293.7K
21,423
-3%
增持
AMGN
AMGEN INC
+$289.4K
4,638
+5%
增持
VZ
VERIZON COMMUNICATIONS INC
+$287.3K
46,270
+2%
清仓
GOVT
ISHARES TR
-$287.3K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$286.1K
6,425
+5%
增持
ANET
ARISTA NETWORKS INC
-$281.6K
8,613
+0%
减持
SQ
BLOCK INC
-$280.5K
4,866
-24%
增持
XLE
SELECT SECTOR SPDR TR
+$278.1K
35,689
+0%
增持
DGRO
ISHARES TR
+$278.0K
167,836
+2%
减持
TROW
PRICE T ROWE GROUP INC
-$277.1K
12,182
-1%
增持
NUE
NUCOR CORP
+$275.3K
11,031
+22%
建仓
DRI
DARDEN RESTAURANTS INC
+$268.2K
1,291
减持
GE
GENERAL ELECTRIC CO
+$267.0K
13,128
-7%
减持
IVV
ISHARES TR
-$259.6K
6,756
-2%
减持
DIS
DISNEY WALT CO
-$259.5K
19,581
-1%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$259.2K
0
-100%
减持
USB
US BANCORP DEL
-$259.1K
40,628
-2%
减持
PNC
PNC FINL SVCS GROUP INC
-$254.7K
3,710
-21%
增持
QEMM
SPDR INDEX SHS FDS
+$252.6K
46,193
+9%
建仓
AMLP
ALPS ETF TR
+$250.6K
4,825
增持
GILD
GILEAD SCIENCES INC
+$249.5K
8,864
+10%
清仓
HPQ
HP INC
-$247.2K
0
-100%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$246.8K
7,205
减持
PYPL
PAYPAL HLDGS INC
-$246.2K
7,408
-13%
建仓
VTR
VENTAS INC
+$245.5K
3,570
建仓
EXR
EXTRA SPACE STORAGE INC
+$244.4K
1,646
清仓
IWM
ISHARES TR
-$236.0K
0
-100%
清仓
SKYY
FIRST TR EXCHANGE TRADED FD
-$234.9K
0
-100%
建仓
CAH
CARDINAL HEALTH INC
+$229.9K
1,669
增持
SHV
ISHARES TR
+$229.8K
29,311
+7%
建仓
NSC
NORFOLK SOUTHN CORP
+$229.7K
970
增持
UBER
UBER TECHNOLOGIES INC
+$229.4K
12,318
+11%
建仓
IGSB
ISHARES TR
+$227.3K
4,340
清仓
FDX
FEDEX CORP
-$226.8K
0
-100%
清仓
FANG
DIAMONDBACK ENERGY INC
-$226.7K
0
-100%
增持
IJR
ISHARES TR
-$224.7K
67,329
+7%
减持
CAT
CATERPILLAR INC
-$223.5K
2,899
-11%
建仓
REGN
REGENERON PHARMACEUTICALS
+$218.4K
344
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$217.8K
0
-100%
增持
CSCO
CISCO SYS INC
+$215.2K
20,811
+15%
清仓
VMC
VULCAN MATLS CO
-$213.3K
0
-100%
减持
ORCL
ORACLE CORP
-$212.0K
6,847
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$211.7K
17,803
+4%
清仓
DAL
DELTA AIR LINES INC DEL
-$211.3K
0
-100%
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$210.5K
1,427
建仓
HOOD
ROBINHOOD MKTS INC
+$209.3K
5,030
增持
LNG
CHENIERE ENERGY INC
+$209.2K
2,010
+69%
减持
HD
HOME DEPOT INC
-$208.6K
6,524
-2%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$208.5K
1,006
建仓
EXC
EXELON CORP
+$207.5K
4,503
建仓
MCO
MOODYS CORP
+$206.7K
444
清仓
IVW
ISHARES TR
-$206.3K
0
-100%
增持
ABT
ABBOTT LABS
+$204.4K
7,684
+7%
建仓
SNOW
SNOWFLAKE INC
+$203.2K
1,390
增持
NFLX
NETFLIX INC
+$202.8K
3,493
+2%
清仓
FE
FIRSTENERGY CORP
-$201.4K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$198.7K
3,930
-2%
增持
CPB
CAMPBELL SOUP CO
+$196.5K
32,283
+24%
减持
—
EXXON MOBIL CORP
+$195.7K
34,951
-5%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
-$193.1K
23,915
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$189.5K
5,673
+2%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$188.9K
1,790
+6%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$187.8K
756
+0%
减持
SRE
SEMPRA
-$187.6K
2,934
-35%
增持
XSOE
WISDOMTREE TR
+$185.4K
87,111
+6%
减持
DHR
DANAHER CORPORATION
-$183.7K
1,619
-28%
减持
BA
BOEING CO
-$182.2K
9,830
-6%
增持
—
MEDTRONIC PLC
+$178.9K
17,559
+0%
减持
MRK
MERCK & CO INC
-$177.4K
12,126
-5%
增持
AEP
AMERICAN ELEC PWR CO INC
+$176.8K
7,231
+9%
增持
BNY
BANK NEW YORK MELLON CORP
+$176.5K
23,214
+1%
增持
QUAL
ISHARES TR
-$169.6K
54,885
+2%
增持
BX
BLACKSTONE INC
-$168.5K
6,525
+4%
增持
TMUS
T-MOBILE US INC
+$166.9K
3,486
+1%
增持
BLK
BLACKROCK INC
-$166.8K
3,478
+3%
增持
MA
MASTERCARD INCORPORATED
+$165.7K
4,708
+3%
减持
PGR
PROGRESSIVE CORP
+$164.1K
3,886
-0%
增持
AMT
AMERICAN TOWER CORP NEW
+$164.1K
3,538
+7%
增持
EDIV
SPDR INDEX SHS FDS
+$162.3K
76,486
+5%
减持
—
ASML HOLDING N V
-$161.9K
1,815
-8%
减持
BAC
BANK AMERICA CORP
-$161.7K
43,131
-3%
增持
INTC
INTEL CORP
+$159.4K
18,870
+41%
减持
MS
MORGAN STANLEY
-$154.8K
9,527
-5%
减持
LEN
LENNAR CORP
-$154.0K
3,748
-13%
增持
PLD
PROLOGIC INC.
+$153.3K
5,255
+28%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$153.3K
33,476
+0%
减持
—
ACCENTURE PLC IRELAND
-$152.6K
2,789
-4%
增持
DEO
DIAGEO PLC
-$150.2K
11,047
+7%
增持
KO
COCA COLA CO
+$150.1K
13,658
+3%
增持
ICE
INTERCONTINENTAL EXCHANGE INC
+$149.2K
4,802
+5%
减持
GSK
GSK PLC
+$146.8K
33,711
-2%
建仓
CLMT
CALUMET INC
+$146.2K
11,533
增持
USFR
WISDOMTREE TR
+$143.9K
47,395
+6%
增持
SMLF
ISHARES TR
-$143.2K
36,424
+2%
增持
SBUX
STARBUCKS CORP
+$138.1K
5,923
+22%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$135.5K
15,845
-11%
减持
XLB
SELECT SECTOR SPDR TR
-$134.5K
19,511
-9%
增持
—
LINDE PLC
+$133.7K
2,816
+0%
减持
URI
UNITED RENTALS INC
-$133.6K
768
-12%
减持
XLV
SELECT SECTOR SPDR TR
-$133.0K
66,099
-7%
增持
PAYX
PAYCHEX INC
+$131.0K
4,144
+14%
