小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 17
增持 63
减持 54
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$5.1M
152,318
+7%
增持
ACWX
ISHARES TR
+$4.7M
270,551
+31%
增持
GOOGL
ALPHABET INC
+$3.9M
47,035
+6%
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
XLK
SELECT SECTOR SPDR TR
-$2.6M
204,653
+80%
增持
GOOG
ALPHABET INC
+$2.6M
34,765
+2%
增持
AMZN
AMAZON COM INC
+$2.5M
69,660
+12%
清仓
MGK
VANGUARD WORLD FD
-$2.4M
0
-100%
清仓
USFR
WISDOMTREE TR
-$2.3M
0
-100%
增持
LLY
ELI LILLY & CO
+$2.3M
6,543
+6%
减持
QQQ
INVESCO QQQ TR
-$2.1M
442
-89%
减持
IVV
ISHARES TR
-$2.0M
4,791
-40%
增持
MSFT
MICROSOFT CORP
-$1.8M
54,228
+0%
减持
VTI
VANGUARD INDEX FDS
-$1.6M
1,095
-82%
清仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$1.6M
0
-100%
增持
SHV
ISHARES TR
+$1.6M
45,906
+45%
增持
AGG
ISHARES TR
+$1.6M
26,706
+140%
清仓
CGUS
CAPITAL GROUP CORE EQUITY ET
-$1.3M
0
-100%
减持
META
META PLATFORMS INC
-$1.2M
15,490
-1%
清仓
CGCP
CAPITAL GRP FIXED INCM ETF T
-$1.2M
0
-100%
增持
MUB
ISHARES TR
+$1.2M
60,880
+22%
减持
VGT
VANGUARD WORLD FDS
-$1.2M
3,262
-33%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$1.1M
0
-100%
清仓
ITOT
ISHARES TR
-$1.1M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
149,892
+4%
增持
IWD
ISHARES TR
+$1.0M
20,682
+26%
清仓
SCHB
SCHWAB STRATEGIC TR
-$1.0M
0
-100%
减持
USIG
ISHARES TR
-$988.7K
216,333
-7%
增持
NFLX
NETFLIX INC
-$843.3K
36,975
+929%
增持
WMT
WALMART INC
+$837.4K
34,621
+18%
增持
XLY
SELECT SECTOR SPDR TR
-$832.3K
84,897
+85%
减持
XLC
SELECT SECTOR SPDR TR
-$776.9K
82,177
-7%
增持
AVGO
AVAGO TECHNOLOGIES LTD
+$766.5K
33,849
+2%
增持
V
VISA INC
+$708.0K
13,284
+15%
减持
TLH
ISHARES TR
-$685.5K
60,409
-9%
增持
ORCL
ORACLE CORP
-$665.2K
7,859
+1%
减持
XLF
SELECT SECTOR SPDR TR
-$662.8K
239,882
-6%
增持
AMD
ADVANCED MICRO DEVICES INC
+$644.9K
7,291
+29%
增持
BNY
BANK NEW YORK MELLON CORP
+$640.0K
28,037
+17%
减持
QUAL
ISHARES TR
-$634.4K
52,856
-8%
增持
BAC
BANK AMERICA CORP
+$633.1K
55,954
+18%
增持
JNJ
JOHNSON & JOHNSON
+$613.7K
18,649
+7%
增持
TSLA
TESLA INC
+$613.5K
18,612
+7%
减持
SMH
VANECK ETF TRUST
-$599.0K
1,407
-58%
减持
SHY
ISHARES TR
-$590.9K
115,563
-6%
增持
MU
MICRON TECHNOLOGY INC
+$586.9K
4,528
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$586.8K
10,288
+13%
减持
CMCSA
COMCAST CORP NEW
-$565.4K
41,851
-28%
减持
HD
HOME DEPOT INC
-$563.2K
8,187
-2%
减持
DGRO
ISHARES TR
-$555.5K
161,500
-7%
增持
PH
PARKER-HANNIFIN CORP
+$522.4K
2,347
+16%
增持
IEF
ISHARES TR
+$521.8K
94,606
+6%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$512.3K
132,100
-8%
建仓
VO
VANGUARD INDEX FDS
+$509.9K
1,757
减持
XLI
SELECT SECTOR SPDR TR
-$504.2K
53,838
-6%
减持
BLK
BLACKROCK INC
-$496.5K
3,355
-4%
减持
DBND
DOUBLELINE ETF TRUST
-$494.3K
133,891
-7%
增持
WFC
WELLS FARGO CO NEW
+$492.1K
28,266
+11%
清仓
MSTR
MICROSTRATEGY INC
-$482.0K
0
-100%
增持
FISV
FISERV INC
-$481.8K
14,253
+28%
增持
MRK
MERCK & CO INC
+$474.4K
13,829
+18%
减持
NKE
NIKE INC
-$468.5K
21,296
-19%
增持
C
CITIGROUP INC
+$448.7K
17,615
+11%
减持
WBD
WARNER BROS DISCOVERY INC
+$446.7K
75,360
-15%
增持
GS
GOLDMAN SACHS GROUP INC
+$443.6K
2,515
+13%
减持
IJR
ISHARES TR
-$423.1K
67,989
-6%
增持
CAT
CATERPILLAR INC
+$422.3K
3,332
+7%
减持
CPB
CAMPBELL SOUP CO
-$415.5K
26,909
-27%
建仓
REGN
REGENERON PHARMACEUTICALS
+$414.3K
537
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$402.3K
8,735
-28%
增持
GILD
GILEAD SCIENCES INC
+$399.5K
13,281
+20%
减持
—
EATON CORP PLC
-$389.5K
6,759
-1%
减持
—
LINDE PLC
-$385.4K
2,460
-19%
减持
DEO
DIAGEO PLC
-$384.6K
8,886
-26%
减持
XLP
SELECT SECTOR SPDR TR
-$382.8K
61,932
-7%
增持
—
EXXON MOBIL CORP
+$381.3K
36,712
+3%
减持
KHC
KRAFT HEINZ CO
-$379.2K
32,879
-27%
增持
JPM
JPMORGAN CHASE & CO
+$375.1K
26,353
+2%
增持
LQD
ISHARES TR
+$374.4K
5,645
+154%
增持
CSCO
CISCO SYS INC
+$370.6K
25,878
+9%
增持
ISRG
INTUITIVE SURGICAL INC
+$368.8K
2,894
+2%
减持
CAG
CONAGRA BRANDS INC
-$368.6K
46,595
-27%
清仓
BIL
SPDR SER TR
-$365.8K
0
-100%
减持
BAX
BAXTER INTL INC
-$364.2K
42,381
-18%
增持
UNH
UNITEDHEALTH GROUP INC
+$363.0K
4,770
+36%
减持
BF/B
BROWN FORMAN CORP
-$361.2K
30,692
-28%
建仓
—
CRH PLC
+$347.2K
2,782
增持
IGSB
ISHARES TR
+$343.5K
11,653
+127%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$340.0K
2,955
-21%
建仓
IQV
IQVIA HLDGS INC
+$338.3K
1,501
增持
—
DUPONT DE NEMOURS INC
-$334.7K
26,140
+47%
建仓
VB
VANGUARD INDEX FDS
+$334.3K
1,296
减持
EFX
EQUIFAX INC
-$328.8K
5,283
-8%
减持
IDEV
ISHARES TR
-$325.6K
115,048
-6%
增持
MS
MORGAN STANLEY
+$324.2K
10,861
+8%
增持
AMAT
APPLIED MATLS INC
+$321.9K
5,741
+2%
清仓
CGGR
CAPITAL GROUP GROWTH ETF
-$320.6K
0
-100%
增持
USB
US BANCORP DEL
+$309.0K
44,333
+4%
清仓
CPNG
COUPANG INC
-$308.6K
0
-100%
减持
TROW
PRICE T ROWE GROUP INC
-$298.4K
9,370
-24%
增持
IEI
ISHARES TR
+$298.0K
71,394
+4%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$297.5K
13,668
-31%
增持
COF
CAPITAL ONE FINL CORP
+$295.5K
7,422
+5%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$291.0K
0
-100%
减持
STZ
CONSTELLATION BRANDS INC
-$289.9K
6,417
-26%
建仓
VXUS
VANGUARD STAR FDS
+$289.7K
3,841
建仓
ROK
ROCKWELL AUTOMATION INC
+$289.1K
743
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$288.0K
4,309
-5%
减持
PAVE
GLOBAL X FDS
-$288.0K
4,351
-58%
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$284.9K
3,433
减持
APD
AIR PRODS & CHEMS INC
-$280.2K
4,188
-13%
减持
VZ
VERIZON COMMUNICATIONS INC
-$279.0K
41,581
-7%
增持
PLD
PROLOGIC INC.
+$278.7K
7,014
+30%
增持
GM
GENERAL MTRS CO
+$274.1K
10,265
+12%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$273.9K
10,464
建仓
MRVL
MARVELL TECHNOLOGY INC
+$271.4K
3,193
增持
AXP
AMERICAN EXPRESS CO
+$270.4K
5,653
+3%
增持
NOW
SERVICENOW INC
-$269.9K
9,085
+403%
建仓
COHR
COHERENT CORP
+$263.8K
1,429
增持
LRCX
LAM RESEARCH CORP
+$258.8K
4,836
+14%
减持
BIIB
BIOGEN INC
-$258.3K
5,730
-37%
清仓
CSGP
COSTAR GROUP INC
-$257.8K
0
-100%
减持
ZTS
ZOETIS INC
-$257.3K
3,828
-24%
增持
SCHW
SCHWAB CHARLES CORP
+$256.6K
11,241
+24%
减持
BDX
BECTON DICKINSON & CO
-$256.3K
5,571
-22%
增持
TJX
TJX COS INC NEW
+$255.6K
15,530
+5%
增持
DHR
DANAHER CORPORATION
+$255.3K
2,475
+58%
增持
MA
MASTERCARD INCORPORATED
+$253.9K
5,602
+8%
建仓
DAL
DELTA AIR LINES INC DEL
+$250.1K
3,604
减持
PG
PROCTER AND GAMBLE CO
-$250.1K
7,162
-14%
减持
RBLX
ROBLOX CORP
-$250.0K
3,588
-8%
增持
APP
APPLOVIN CORP
+$248.7K
1,396
+45%
增持
NEM
NEWMONT CORP
+$247.2K
9,998
+12%
增持
INTC
INTEL CORP
+$244.6K
28,770
+18%
减持
CVX
CHEVRON CORP NEW
-$244.6K
14,100
-9%
减持
PAYX
PAYCHEX INC
-$243.3K
2,245
-43%
减持
AMT
AMERICAN TOWER CORP NEW
-$242.8K
2,777
-27%
增持
BKNG
BOOKING HOLDINGS INC
+$237.3K
252
+22%
建仓
EXR
EXTRA SPACE STORAGE INC
+$235.4K
1,808
建仓
ES
EVERSOURCE ENERGY
+$235.3K
3,495
减持
ORLY
OREILLY AUTOMOTIVE INC
-$234.8K
11,219
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$233.0K
6,682
+8%
清仓
BILS
SPDR SER TR
-$231.0K
0
-100%
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$230.4K
165
减持
OUSM
ALPS ETF TR
-$228.1K
82,095
-4%
建仓
EA
ELECTRONIC ARTS INC
+$227.6K
1,114
清仓
SNPS
SYNOPSYS INC
-$227.2K
0
-100%
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$226.4K
1,444
减持
T
AT&T INC
-$224.3K
53,821
-3%
减持
AVLV
AMERICAN CENTY ETF TR
-$220.2K
82,528
-8%
增持
—
ACCENTURE PLC IRELAND
+$217.4K
3,021
+26%