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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 14
增持 72
减持 57
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
ACWX
ISHARES TR
+$12.0M
439,844
+63%
增持
MSFT
MICROSOFT CORP
-$5.7M
55,334
+2%
减持
XLK
SELECT SECTOR SPDR TR
-$5.4M
180,955
-12%
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
AGG
ISHARES TR
+$5.1M
77,950
+192%
减持
XLF
SELECT SECTOR SPDR TR
-$3.5M
196,097
-18%
增持
AAPL
APPLE INC
-$2.5M
153,212
+1%
减持
IJR
ISHARES TR
-$2.4M
46,162
-32%
增持
IEF
ISHARES TR
+$1.8M
114,556
+21%
减持
USIG
ISHARES TR
-$1.8M
183,736
-15%
减持
XLV
SELECT SECTOR SPDR TR
-$1.7M
54,470
-13%
增持
JNJ
JOHNSON & JOHNSON
+$1.6M
22,394
+20%
减持
SHV
ISHARES TR
-$1.6M
31,231
-32%
减持
QUAL
ISHARES TR
-$1.6M
46,598
-12%
减持
XLC
SELECT SECTOR SPDR TR
-$1.6M
73,228
-11%
减持
VOO
VANGUARD INDEX FDS
-$1.4M
667
-76%
增持
COST
COSTCO WHSL CORP NEW
+$1.4M
4,481
+24%
减持
DGRO
ISHARES TR
-$1.3M
140,535
-13%
增持
VXUS
VANGUARD STAR FDS
+$1.3M
20,943
+445%
减持
—
EXXON MOBIL CORP
+$1.3M
33,612
-8%
减持
IDEV
ISHARES TR
-$1.3M
98,250
-15%
减持
SHY
ISHARES TR
-$1.2M
101,739
-12%
增持
AMZN
AMAZON COM INC
-$1.2M
71,633
+3%
增持
WMT
WALMART INC
+$1.2M
40,367
+17%
减持
XLI
SELECT SECTOR SPDR TR
-$1.2M
44,478
-17%
增持
TSLA
TESLA INC
-$1.2M
19,403
+4%
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV
-$1.1M
0
-100%
增持
IEI
ISHARES TR
+$1.1M
80,702
+13%
减持
IQDG
WISDOMTREE TR
-$1.0M
127,826
-14%
减持
IWD
ISHARES TR
-$1.0M
15,613
-25%
减持
DBND
DOUBLELINE ETF TRUST
-$1.0M
113,682
-15%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$976.6K
111,664
-15%
减持
XLY
SELECT SECTOR SPDR TR
-$935.5K
84,437
-1%
增持
CVX
CHEVRON CORP NEW
+$934.7K
14,905
+6%
减持
TLH
ISHARES TR
-$927.3K
51,771
-14%
减持
NUE
NUCOR CORP
-$908.3K
3,095
-65%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$903.1K
3,572
-80%
减持
—
ASML HOLDING N V
-$847.5K
259
-77%
减持
DFAI
DIMENSIONAL ETF TRUST
-$835.8K
147,148
-15%
增持
IGSB
ISHARES TR
+$817.6K
27,280
+134%
减持
CRM
SALESFORCE INC
-$808.0K
9,044
-4%
增持
LQD
ISHARES TR
+$777.5K
12,840
+127%
增持
AMAT
APPLIED MATLS INC
+$777.4K
6,591
+15%
增持
CAT
CATERPILLAR INC
+$773.9K
3,786
+14%
增持
LMT
LOCKHEED MARTIN CORP
+$755.0K
5,549
+3%
增持
CTVA
CORTEVA INC
+$742.8K
18,487
+54%
增持
MU
MICRON TECHNOLOGY INC
+$740.4K
6,017
+33%
增持
CSCO
CISCO SYS INC
+$677.8K
34,427
+33%
增持
MRK
MERCK & CO INC
+$658.6K
17,577
+27%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$641.4K
4,441
+208%
增持
META
META PLATFORMS INC
-$621.9K
16,785
+8%
增持
AMGN
AMGEN INC
+$603.7K
6,089
+30%
增持
LLY
ELI LILLY & CO
-$600.0K
6,993
+7%
增持
GILD
GILEAD SCIENCES INC
+$574.1K
15,816
+19%
减持
XLP
SELECT SECTOR SPDR TR
-$573.9K
51,684
-17%
增持
GEV
GE VERNOVA INC
+$550.0K
2,056
+8%
建仓
CSGP
COSTAR GROUP INC
+$549.8K
13,628
建仓
CLX
CLOROX CO DEL
+$549.4K
5,302
减持
IWF
ISHARES TR
-$549.1K
7,322
-6%
增持
NFLX
NETFLIX INC
+$528.8K
41,555
+12%
增持
DE
DEERE & CO
+$528.0K
3,461
+13%
减持
WBD
WARNER BROS DISCOVERY INC
-$514.2K
60,365
-20%
清仓
VO
VANGUARD INDEX FDS
-$509.9K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$496.7K
19,558
+4%
减持
EL
LAUDER ESTEE COS INC
-$492.6K
8,581
-19%
减持
DIS
DISNEY WALT CO
-$486.8K
19,781
-6%
增持
COP
CONOCOPHILLIPS
+$476.9K
8,580
+22%
增持
INTC
INTEL CORP
+$474.3K
34,804
+21%
增持
ITW
ILLINOIS TOOL WKS INC
+$474.3K
4,144
+69%
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$458.0K
2,819
减持
APP
APPLOVIN CORP
-$451.1K
1,230
-12%
增持
NVDA
NVIDIA CORPORATION
+$447.5K
162,857
+9%
增持
PHM
PULTE GROUP INC
+$435.5K
5,690
+185%
增持
PH
PARKER-HANNIFIN CORP
+$433.0K
2,788
+19%
增持
LRCX
LAM RESEARCH CORP
+$428.4K
5,880
+22%
增持
AVGO
AVAGO TECHNOLOGIES LTD
-$426.6K
36,472
+8%
减持
OUSM
ALPS ETF TR
-$423.2K
72,421
-12%
减持
XSOE
WISDOMTREE TR
-$418.5K
69,809
-15%
增持
MO
ALTRIA GROUP INC
+$416.4K
16,603
+41%
减持
BLK
BLACKROCK INC
-$414.4K
3,303
-2%
减持
EDIV
SPDR INDEX SHS FDS
-$398.4K
67,114
-14%
增持
PLD
PROLOGIC INC.
+$396.6K
9,775
+39%
增持
ADBE
ADOBE INC
-$391.3K
4,193
+4%
增持
UNP
UNION PAC CORP
+$389.0K
5,393
+36%
减持
WFC
WELLS FARGO CO NEW
-$386.0K
28,243
-0%
减持
HOOD
ROBINHOOD MKTS INC
-$381.8K
6,376
-12%
减持
AVLV
AMERICAN CENTY ETF TR
+$376.0K
82,237
-0%
建仓
WDC
WESTERN DIGITAL CORP
+$370.7K
1,370
增持
PNC
PNC FINL SVCS GROUP INC
+$367.7K
6,956
+34%
减持
FISV
FISERV INC
-$362.5K
10,660
-25%
减持
BIIB
BIOGEN INC
-$362.5K
3,523
-39%
建仓
VRSN
VERISIGN INC
+$362.4K
1,459
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$358.3K
1,269
增持
COF
CAPITAL ONE FINL CORP
-$358.0K
7,897
+6%
增持
GLW
CORNING INC
+$355.4K
6,175
+12%
建仓
SNDK
SANDISK CORP
+$354.5K
558
增持
KO
COCA COLA CO
+$354.5K
17,942
+24%
增持
KLAC
KLA CORP
+$354.0K
710
+25%
增持
ADI
ANALOG DEVICES INC
+$344.9K
3,162
+30%
减持
VTEB
VANGUARD MUN BD FDS
-$343.8K
45,266
-13%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$342.9K
4,382
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$342.4K
6,753
+1%
增持
WMB
WILLIAMS COS INC
+$340.7K
20,378
+7%
增持
NEM
NEWMONT CORP
+$340.7K
12,369
+24%
建仓
AME
AMETEK INC
+$340.6K
1,589
清仓
VB
VANGUARD INDEX FDS
-$334.3K
0
-100%
减持
NKE
NIKE INC
-$331.4K
19,411
-9%
建仓
EOG
EOG RES INC
+$330.9K
2,289
增持
ORCL
ORACLE CORP
+$330.9K
12,661
+61%
增持
TGT
TARGET CORP
+$330.1K
4,802
+86%
建仓
SHYG
ISHARES TR
+$329.3K
7,784
减持
BX
BLACKSTONE INC
-$328.9K
6,936
-5%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$327.2K
6,125
-48%
减持
VGT
VANGUARD WORLD FDS
-$325.0K
3,059
-6%
增持
NEE
NEXTERA ENERGY INC
+$324.2K
22,732
+2%
增持
KMI
KINDER MORGAN INC DEL
+$318.4K
43,260
+5%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$316.8K
8,329
-39%
减持
GSK
GSK PLC
-$315.7K
14,783
-36%
减持
SMLF
ISHARES TR
-$314.2K
33,065
-12%
减持
EFX
EQUIFAX INC
-$314.1K
4,621
-13%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$313.5K
11,446
+11%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$313.2K
1,553
+45%
减持
TROW
PRICE T ROWE GROUP INC
-$311.9K
7,181
-23%
增持
MCO
MOODYS CORP
+$309.3K
1,949
+84%
清仓
SPDW
SPDR INDEX SHS FDS
-$309.1K
0
-100%
增持
EQIX
EQUINIX INC
+$307.2K
744
+35%
增持
T
AT&T INC
+$305.9K
56,669
+5%
减持
BKNG
BOOKING HOLDINGS INC
-$301.6K
249
-1%
增持
PSX
PHILLIPS 66
+$300.6K
4,915
+7%
清仓
CI
THE CIGNA GROUP
-$299.8K
0
-100%
建仓
MPWR
MONOLITHIC PWR SYS INC
+$299.6K
274
增持
—
LINDE PLC
+$299.4K
2,720
+11%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$296.6K
3,297
-29%
减持
CVS
CVS HEALTH CORP
-$296.2K
22,062
-7%
增持
FAST
FASTENAL CO
+$294.4K
16,574
+40%
增持
JPM
JPMORGAN CHASE & CO
-$291.0K
27,878
+6%
清仓
RBLX
ROBLOX CORP
-$290.7K
0
-100%
减持
CALF
PACER FDS TR
-$288.9K
49,439
-13%
增持
LNG
CHENIERE ENERGY INC
+$288.7K
2,336
+21%
减持
BA
BOEING CO
-$287.0K
7,833
-8%
增持
FDX
FEDEX CORP
+$284.6K
1,825
+44%
增持
SLB
SCHLUMBERGER LTD
+$284.6K
12,577
+33%
增持
HON
HONEYWELL INTL INC
+$284.6K
5,993
+9%
建仓
ED
CONSOLIDATED EDISON INC
+$283.2K
2,503
增持
TXN
TEXAS INSTRS INC
+$281.6K
5,076
+25%
减持
ABT
ABBOTT LABS
-$278.8K
6,920
-12%
建仓
PTC
PTC INC
+$277.6K
1,948
建仓
EQR
EQUITY RESIDENTIAL
+$277.1K
4,685
减持
KMX
CARMAX INC
-$274.3K
13,397
-38%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$273.9K
0
-100%
增持
MUB
ISHARES TR
+$270.4K
63,978
+5%
