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Private Wealth Management Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Private Wealth Management Group, LLC
报告期 2026-03-31 · CIK 0002011342
持仓数
1,426
前50大市值合计
$347.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 5
增持 55
减持 71
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$5.7M
894,496
+15%
减持
SUB
ISHARES TR
-$3.4M
54,032
-37%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$2.7M
281,403
+21%
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
DFSV
DIMENSIONAL ETF TRUST
+$2.7M
602,975
+14%
增持
DFIC
DIMENSIONAL ETF TRUST
+$2.6M
555,991
+16%
增持
DISV
DIMENSIONAL ETF TRUST
+$2.0M
447,220
+13%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.5M
351,224
+18%
减持
DFUS
DIMENSIONAL ETF TRUST
+$813.5K
187,384
-2%
增持
AVUV
AMERICAN CENTY ETF TR
+$763.3K
42,342
+19%
减持
VTIP
VANGUARD MALVERN FDS
-$731.1K
74,134
-18%
增持
MDYV
SPDR SER TR
+$709.5K
144,852
+3%
增持
DFGR
DIMENSIONAL ETF TRUST
+$688.2K
407,111
+9%
减持
SUSB
ISHARES TR
-$494.2K
15,114
-57%
增持
AVDV
AMERICAN CENTY ETF TR
+$488.2K
45,558
+13%
减持
REET
ISHARES TR
-$478.2K
39,823
-32%
减持
SLQD
ISHARES TR
-$454.7K
10,352
-47%
减持
BPRN
PRINCETON BANCORP INC
-$324.7K
55,247
-2%
增持
SUSC
ISHARES TR
+$316.2K
42,150
+50%
增持
IGIB
ISHARES TR
+$315.5K
24,039
+35%
增持
AAPL
APPLE INC
-$295.8K
19,264
+3%
增持
NVDA
NVIDIA CORPORATION
+$265.6K
528
+24%
增持
MSFT
MICROSOFT CORP
+$251.1K
3,611
+7%
增持
MUB
ISHARES TR
+$225.1K
87,925
+3%
减持
AVUS
AMERICAN CENTY ETF TR
-$212.4K
1,465
-65%
增持
SPIB
SPDR SER TR
+$208.3K
6,452
+7865%
清仓
BSV
VANGUARD BD INDEX FDS
-$201.4K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$193.7K
2,474
+4%
增持
BND
VANGUARD BD INDEX FDS
+$154.4K
2,810
+316%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$141.1K
87,634
-20%
减持
DFAT
DIMENSIONAL ETF TRUST
+$123.2K
90,236
-1%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$92.8K
0
-100%
清仓
VTEB
VANGUARD MUN BD FDS
-$86.8K
0
-100%
增持
NULV
NUSHARES ETF TR
+$86.6K
24,318
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$80.0K
1,371
-54%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$80.0K
45,655
-8%
增持
IJH
ISHARES TR
+$77.7K
14,635
+400%
增持
AMZN
AMAZON COM INC
+$77.0K
2,495
+2%
减持
VTI
VANGUARD INDEX FDS
+$76.4K
4,570
-2%
减持
ESGD
ISHARES TR
+$74.9K
18,205
-0%
减持
DFAX
DIMENSIONAL ETF TRUST
-$68.7K
1,174
-71%
减持
STIP
ISHARES TR
-$67.2K
8,628
-8%
减持
KVUE
KENVUE INC
-$62.5K
3,506
-45%
减持
META
META PLATFORMS INC
+$62.2K
486
-1%
减持
MRK
MERCK & CO INC
+$59.2K
2,901
-2%
增持
HD
HOME DEPOT INC
+$58.5K
1,128
+4%
减持
JNJ
JOHNSON & JOHNSON
-$58.0K
17,480
-3%
减持
BA
BOEING CO
-$56.8K
643
-7%
清仓
PFF
ISHARES TR
-$56.1K
0
-100%
增持
GOOG
ALPHABET INC
+$49.7K
1,567
+17%
减持
KGC
KINROSS GOLD CORP
-$45.8K
10,087
-43%
增持
VGSR
MANAGER DIRECTED PORTFOLIOS
+$44.9K
25,051
+24%
减持
PG
PROCTER AND GAMBLE CO
+$44.7K
3,902
-3%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$42.7K
0
-100%
增持
BGRN
ISHARES TR
+$42.5K
23,689
+5%
增持
AVDE
AMERICAN CENTY ETF TR
+$42.3K
9,594
+2%
减持
EFA
ISHARES TR
+$41.4K
9,765
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$39.1K
214
-53%
减持
IVW
ISHARES TR
+$37.9K
11,014
-7%
减持
JPM
JPMORGAN CHASE & CO
-$36.7K
1,765
-23%
清仓
DGRO
ISHARES TR
-$36.1K
0
-100%
增持
GOOGL
ALPHABET INC
+$35.6K
2,051
+5%
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$35.6K
747
-60%
清仓
TECL
DIREXION SHS ETF TR
-$33.4K
0
-100%
减持
—
EATON CORP PLC
+$33.1K
471
-1%
减持
LLY
ELI LILLY & CO
+$32.4K
172
-1%
增持
TSLA
TESLA INC
-$32.0K
485
+3%
减持
AVEM
AMERICAN CENTY ETF TR
-$30.4K
32,267
-4%
增持
COST
COSTCO WHSL CORP NEW
+$29.0K
168
+17%
减持
—
EXXON MOBIL CORP
+$28.6K
3,604
-8%
减持
SBUX
STARBUCKS CORP
-$28.1K
1,196
-16%
增持
MA
MASTERCARD INCORPORATED
+$27.6K
347
+6%
增持
V
VISA INC
+$26.9K
604
+11%
减持
VO
VANGUARD INDEX FDS
-$26.5K
40
-75%
清仓
IEMG
ISHARES INC
-$25.6K
0
-100%
清仓
VBK
VANGUARD INDEX FDS
-$25.6K
0
-100%
减持
ABBV
ABBVIE INC
+$25.3K
1,131
-3%
减持
GS
GOLDMAN SACHS GROUP INC
-$24.5K
150
-34%
减持
AMAT
APPLIED MATLS INC
+$24.5K
570
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$24.5K
374
-6%
增持
CRM
SALESFORCE INC
+$24.3K
347
+14%
减持
IVE
ISHARES TR
+$24.1K
7,249
-5%
增持
NEE
NEXTERA ENERGY INC
+$22.6K
713
+88%
减持
MPC
MARATHON PETE CORP
+$22.6K
430
-0%
建仓
IWR
ISHARES TR
+$22.3K
265
增持
ESGE
ISHARES INC
+$22.2K
15,918
+4%
清仓
MINT
PIMCO ETF TR
-$21.7K
0
-100%
减持
NULG
NUSHARES ETF TR
+$21.5K
6,012
-4%
减持
SHM
SPDR SER TR
-$21.5K
572
-44%
增持
LOW
LOWES COS INC
+$21.4K
333
+17%
减持
VZ
VERIZON COMMUNICATIONS INC
+$20.7K
5,442
-1%
减持
ADBE
ADOBE INC
-$19.5K
154
-6%
增持
QCOM
QUALCOMM INC
+$19.1K
573
+6%
减持
DAL
DELTA AIR LINES INC DEL
-$18.5K
484
-53%
减持
NUMV
NUSHARES ETF TR
+$18.5K
8,352
-1%
清仓
KBWB
INVESCO EXCH TRADED FD TR II
-$18.0K
0
-100%
减持
AMGN
AMGEN INC
-$17.9K
156
-28%
增持
—
LAM RESEARCH CORP
+$17.0K
86
+1%
清仓
ERX
DIREXION SHS ETF TR
-$17.0K
0
-100%
清仓
HYG
ISHARES TR
-$15.4K
0
-100%
减持
RF
REGIONS FINANCIAL CORP NEW
-$14.8K
1,597
-36%
增持
TTD
THE TRADE DESK INC
+$14.6K
225
+221%
增持
COIN
COINBASE GLOBAL INC
+$14.3K
143
+5%
减持
SUSA
ISHARES TR
+$14.2K
2,211
-2%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$14.2K
7,312
-3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$13.7K
1,393
-10%
增持
SHOP
SHOPIFY INC
+$13.6K
518
+53%
清仓
EWJ
ISHARES INC
-$13.6K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$13.5K
647
-4%
增持
CVX
CHEVRON CORP NEW
+$13.4K
464
+16%
减持
CSCO
CISCO SYS INC
-$13.1K
2,756
-8%
减持
AEP
AMERICAN ELEC PWR CO INC
-$12.9K
48
-77%
增持
NFLX
NETFLIX INC
+$12.9K
99
+2%
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$12.2K
0
-100%
建仓
NBXG
NEUBERGER BERMAN NEXT GENERA
+$11.8K
1,000
减持
BAC
BANK AMERICA CORP
+$11.5K
5,879
-6%
减持
IWV
ISHARES TR
-$11.2K
645
-14%
减持
FCNCA
FIRST CTZNS BANCSHARES INC N
-$10.6K
23
-32%
增持
QQQ
INVESCO QQQ TR
+$10.4K
277
+1%
减持
GIS
GENERAL MLS INC
-$10.1K
30
-84%
减持
MCD
MCDONALDS CORP
-$10.1K
671
-0%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$10.0K
0
-100%
减持
SLYV
SPDR SER TR
-$9.7K
15,276
-0%
减持
BIIB
BIOGEN INC
-$9.5K
41
-42%
增持
NOW
SERVICENOW INC
+$9.5K
44
+29%
减持
DIS
DISNEY WALT CO
-$9.5K
782
-33%
减持
INTC
INTEL CORP
-$9.4K
1,402
-1%
减持
SCHR
SCHWAB STRATEGIC TR
-$9.3K
2,460
-6%
减持
—
CHUBB LIMITED
+$9.2K
284
-0%
增持
MGY
MAGNOLIA OIL & GAS CORP
+$9.2K
1,612
+5%
清仓
CQP
CHENIERE ENERGY PARTNERS LP
-$8.9K
0
-100%
减持
AVGO
BROADCOM INC
+$8.8K
117
-11%
增持
IJR
ISHARES TR
+$8.7K
3,353
+0%
增持
CMI
CUMMINS INC
+$8.6K
117
+8%
减持
GE
GENERAL ELECTRIC CO
+$8.5K
399
-17%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$8.2K
0
-100%
增持
CTVA
CORTEVA INC
+$8.2K
717
+4%
增持
CLSK
CLEANSPARK INC
+$8.2K
602
+44%
增持
SYY
SYSCO CORP
+$8.1K
719
+5%
增持
—
LAKELAND BANCORP INC
-$8.1K
3,208
+1%
建仓
CPAY
CORPAY INC
+$8.0K
26
减持
TRV
TRAVELERS COMPANIES INC
+$7.9K
204
-0%
减持
WBD
WARNER BROS DISCOVERY INC
-$7.6K
983
-31%
建仓
MELI
MERCADOLIBRE INC
+$7.6K
5
增持
—
SHOCKWAVE MED INC
+$7.5K
47
+15%
减持
—
SUPER MICRO COMPUTER INC
+$7.5K
15
-44%
清仓
—
FLEETCOR TECHNOLOGIES INC
-$7.3K
0
-100%
建仓
MDB
MONGODB INC
+$7.2K
20
增持
VEEV
VEEVA SYS INC
+$7.1K
89
+27%
减持
CVS
CVS HEALTH CORP
-$7.0K
586
-14%
增持
EXC
EXELON CORP
+$7.0K
740
+28%