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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 14
增持 86
减持 42
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$7.5M
142,646
+2%
增持
NVDA
NVIDIA CORPORATION
+$4.6M
144,169
+2%
增持
GOOGL
ALPHABET INC
+$3.1M
44,518
+2%
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
ACWX
ISHARES TR
+$2.4M
206,478
+14%
增持
TSLA
TESLA INC
+$2.4M
17,442
+4%
减持
XLK
SELECT SECTOR SPDR TR
+$2.2M
113,824
-3%
减持
GOOG
ALPHABET INC
+$2.2M
34,044
-1%
增持
AVGO
AVAGO TECHNOLOGIES LTD
+$1.9M
33,187
+1%
增持
MSFT
MICROSOFT CORP
+$1.6M
54,105
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.5M
4,554
+177%
增持
MUB
ISHARES TR
+$1.3M
49,812
+30%
减持
T
AT&T INC
-$1.3M
55,282
-43%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.2M
5,665
-62%
增持
FISV
FISERV INC
+$974.7K
11,162
+314%
增持
IDEV
ISHARES TR
+$904.8K
122,424
+4%
增持
XLF
SELECT SECTOR SPDR TR
+$900.7K
256,193
+4%
增持
JNJ
JOHNSON & JOHNSON
+$881.8K
17,505
+13%
减持
SGOV
ISHARES TR
-$852.6K
15,557
-35%
增持
IJR
ISHARES TR
+$841.9K
72,321
+2%
增持
USIG
ISHARES TR
+$818.3K
233,401
+6%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$782.1K
18,058
-2%
增持
JPM
JPMORGAN CHASE & CO
+$721.5K
25,731
+1%
增持
SHY
ISHARES TR
+$717.1K
122,491
+7%
减持
XLC
SELECT SECTOR SPDR TR
+$703.8K
88,289
-2%
减持
DGRO
ISHARES TR
+$681.9K
172,838
-0%
减持
SUB
ISHARES TR
-$665.8K
12,146
-34%
减持
SHM
SPDR SER TR
-$632.6K
26,636
-34%
减持
QUAL
ISHARES TR
+$602.5K
57,237
-1%
增持
CVX
CHEVRON CORP NEW
+$595.2K
15,414
+23%
减持
SMMU
PIMCO ETF TR
-$584.9K
23,963
-33%
增持
DFAI
DIMENSIONAL ETF TRUST
+$584.2K
184,060
+4%
增持
ORCL
ORACLE CORP
+$581.2K
7,811
+6%
增持
TLH
ISHARES TR
+$554.2K
66,290
+7%
增持
ABBV
ABBVIE INC
+$538.5K
11,331
+1%
增持
HOOD
ROBINHOOD MKTS INC
+$514.3K
6,766
+39%
增持
AVUV
AMERICAN CENTY ETF TR
+$495.7K
37,575
+6%
增持
APP
APPLOVIN CORP
+$491.7K
963
+68%
增持
NFLX
NETFLIX INC
-$488.0K
3,595
+0%
增持
BNY
BANK NEW YORK MELLON CORP
+$434.1K
23,998
+0%
增持
AMZN
AMAZON COM INC
+$432.3K
62,024
+3%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$431.4K
143,346
+5%
减持
XLY
SELECT SECTOR SPDR TR
+$429.4K
45,776
-6%
增持
DBND
DOUBLELINE ETF TRUST
+$420.9K
144,038
+6%
增持
ANET
ARISTA NETWORKS INC
+$411.8K
9,068
+2%
增持
SMLF
ISHARES TR
+$410.7K
39,461
+6%
增持
IVV
ISHARES TR
+$408.3K
7,961
+0%
增持
XSOE
WISDOMTREE TR
+$400.4K
89,463
+3%
增持
AVLV
AMERICAN CENTY ETF TR
+$382.6K
89,583
+0%
增持
OUSM
ALPS ETF TR
+$381.6K
85,245
+7%
减持
CRM
SALESFORCE INC
-$379.5K
9,956
-1%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$378.9K
20,658
-2%
清仓
—
HESS CORP
-$375.5K
0
-100%
增持
IQDG
WISDOMTREE TR
+$366.5K
157,906
+6%
增持
HD
HOME DEPOT INC
+$362.7K
8,343
+1%
增持
TJX
TJX COS INC NEW
+$358.1K
14,737
+3%
增持
CAT
CATERPILLAR INC
+$354.7K
3,115
+7%
减持
GE
GENERAL ELECTRIC CO
+$354.2K
11,918
-5%
增持
LOW
LOWES COS INC
+$352.3K
7,001
+10%
增持
IJH
ISHARES TR
+$337.5K
47,135
+7%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$336.9K
0
-100%
增持
XSVM
INVESCO EXCHANGE TRADED FD T
+$333.9K
48,350
+5%
增持
INTC
INTEL CORP
+$333.3K
24,353
+13%
增持
CALF
PACER FDS TR
+$332.0K
60,632
+4%
减持
ISRG
INTUITIVE SURGICAL INC
-$329.3K
2,841
-3%
减持
BLK
BLACKROCK INC
+$328.6K
3,506
-2%
减持
NOW
SERVICENOW INC
-$312.9K
1,806
-6%
减持
VGT
VANGUARD WORLD FDS
+$311.9K
4,880
-3%
增持
REGL
PROSHARES TR
+$308.4K
32,834
+7%
增持
DHI
D R HORTON INC
+$307.2K
6,352
+6%
增持
KMX
CARMAX INC
-$304.8K
20,902
+13%
增持
AVMV
AMERICAN CENTY ETF TR
+$301.7K
38,770
+7%
增持
WMT
WALMART INC
+$299.7K
29,301
+5%
建仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$297.8K
3,259
增持
SPY
SPDR S&P 500 ETF TR
+$265.3K
220,898
+24581%
减持
C
CITIGROUP INC
+$256.3K
15,831
-0%
增持
MRK
MERCK & CO INC
+$255.9K
11,691
+28%
清仓
SBAC
SBA COMMUNICATIONS CORP NEW
-$255.0K
0
-100%
清仓
TEAM
ATLASSIAN CORPORATION
-$253.9K
0
-100%
增持
BAC
BANK AMERICA CORP
+$252.9K
47,382
+2%
增持
PLD
PROLOGIC INC.
+$252.3K
5,385
+55%
建仓
AZO
AUTOZONE INC
+$249.8K
58
建仓
PHM
PULTE GROUP INC
+$249.7K
1,890
增持
NEM
NEWMONT CORP
+$248.0K
8,909
+3%
增持
BX
BLACKSTONE INC
+$245.0K
7,158
+9%
建仓
CVNA
CARVANA CO
+$242.3K
642
清仓
TTD
THE TRADE DESK INC
-$241.1K
0
-100%
增持
PFE
PFIZER INC
+$240.9K
73,344
+9%
增持
MGK
VANGUARD WORLD FD
+$238.6K
6,060
+1%
减持
COST
COSTCO WHSL CORP NEW
-$237.4K
3,476
-0%
建仓
NDAQ
NASDAQ INC
+$236.4K
2,673
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$235.0K
3,933
增持
GS
GOLDMAN SACHS GROUP INC
+$230.1K
2,219
+2%
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$229.6K
504
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$228.6K
0
-100%
建仓
SNPS
SYNOPSYS INC
+$227.2K
460
建仓
SRE
SEMPRA
+$224.1K
2,491
增持
SHV
ISHARES TR
+$223.9K
31,603
+7%
增持
MU
MICRON TECHNOLOGY INC
+$223.1K
4,216
+8%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$222.1K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$221.5K
8,308
-12%
减持
EL
LAUDER ESTEE COS INC
-$221.3K
13,945
-22%
减持
SHYM
BLACKROCK ETF TRUST II
-$220.6K
19,182
-34%
减持
DIS
DISNEY WALT CO
-$220.5K
21,065
-1%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$219.2K
11,670
+1%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$215.5K
5,485
-28%
增持
INTU
INTUIT
-$215.0K
2,264
+1%
建仓
TD
TORONTO DOMINION BK ONT
+$213.9K
2,675
减持
MINO
PIMCO ETF TR
-$213.7K
9,601
-35%
增持
META
META PLATFORMS INC
+$211.2K
15,621
+2%
减持
VTEB
VANGUARD MUN BD FDS
-$209.6K
48,502
-10%
建仓
DTE
DTE ENERGY CO
+$208.8K
1,476
减持
—
ACCENTURE PLC IRELAND
-$207.4K
2,406
-10%
减持
XLI
SELECT SECTOR SPDR TR
+$206.4K
57,418
-2%
增持
QEMM
SPDR INDEX SHS FDS
+$205.6K
47,115
+2%
减持
GD
GENERAL DYNAMICS CORP
+$205.5K
4,556
-1%
建仓
FERG
FERGUSON ENTERPRISES INC
+$204.6K
911
建仓
FLJP
FRANKLIN TEMPLETON ETF TR
+$204.6K
5,919
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$204.0K
864
增持
QQQ
INVESCO QQQ TR
+$201.9K
3,960
+0%
清仓
FICO
FAIR ISAAC CORP
-$201.1K
0
-100%
增持
XLU
SELECT SECTOR SPDR TR
+$200.1K
27,747
+2%
增持
EDIV
SPDR INDEX SHS FDS
+$199.5K
80,208
+5%
增持
URI
UNITED RENTALS INC
+$196.7K
884
+3%
增持
APH
AMPHENOL CORP NEW
+$186.9K
7,242
+1%
减持
DE
DEERE & CO
-$186.2K
3,164
-1%
增持
LRCX
LAM RESEARCH CORP
+$185.0K
4,250
+8%
增持
MS
MORGAN STANLEY
+$183.9K
10,090
+0%
增持
RBLX
ROBLOX CORP
+$182.1K
3,904
+14%
减持
WBD
WARNER BROS DISCOVERY INC
+$178.7K
88,333
-35%
增持
BA
BOEING CO
+$178.1K
9,239
+7%
减持
LEGH
LEGACY HOUSING CORP
+$177.0K
40,872
-2%
减持
AMT
AMERICAN TOWER CORP NEW
-$172.8K
3,797
-7%
增持
PSX
PHILLIPS 66
+$170.6K
5,658
+13%
增持
GEV
GE VERNOVA INC
+$170.5K
1,761
+2%
减持
LMT
LOCKHEED MARTIN CORP
+$167.6K
5,340
-1%
减持
—
EXXON MOBIL CORP
+$166.0K
35,802
-0%
增持
PH
PARKER-HANNIFIN CORP
+$166.0K
2,032
+3%
增持
SHW
SHERWIN WILLIAMS CO
+$161.0K
1,885
+32%
增持
VTI
VANGUARD INDEX FDS
+$160.1K
5,954
+1%
增持
GLW
CORNING INC
+$159.8K
4,975
+5%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$159.3K
20,388
-2%
增持
SQ
BLOCK INC
+$159.1K
6,476
+42%
减持
CI
THE CIGNA GROUP
-$157.1K
1,446
-17%
增持
CMCSA
COMCAST CORP NEW
-$155.9K
57,809
+5%
减持
SMH
VANECK ETF TRUST
+$155.8K
3,388
-1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$155.1K
1,690
-8%
增持
MO
ALTRIA GROUP INC
+$155.0K
10,647
+14%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$153.5K
1,866
+12%
增持
CMI
CUMMINS INC
+$153.3K
1,505
+2%
增持
USB
US BANCORP DEL
+$152.5K
42,554
+1%
