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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 21
增持 51
减持 71
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
DFSV
DIMENSIONAL ETF TRUST
-$3.4M
513,160
-15%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.7M
74,017
+75%
增持
AVDV
AMERICAN CENTY ETF TR
+$2.2M
80,003
+76%
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
DISV
DIMENSIONAL ETF TRUST
-$2.1M
375,564
-16%
增持
MUB
ISHARES TR
+$2.0M
107,251
+22%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$1.8M
48,871
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.3M
384,700
+10%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.1M
199,801
+7%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$784.9K
26,454
增持
DFIC
DIMENSIONAL ETF TRUST
+$771.8K
595,078
+7%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$560.2K
292,570
+4%
增持
DFAC
DIMENSIONAL ETF TRUST
+$531.1K
902,922
+1%
减持
MDYV
SPDR SER TR
-$520.5K
143,793
-1%
减持
AAPL
APPLE INC
+$472.5K
17,927
-7%
减持
JNJ
JOHNSON & JOHNSON
-$453.2K
15,818
-10%
建仓
AGG
ISHARES TR
+$324.9K
3,347
减持
DFAT
DIMENSIONAL ETF TRUST
-$282.1K
89,250
-1%
增持
VTV
VANGUARD INDEX FDS
+$241.6K
2,297
+195%
建仓
VOO
VANGUARD INDEX FDS
+$227.5K
455
增持
NVDA
NVIDIA CORPORATION
+$220.2K
5,644
+969%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$213.9K
88,051
+0%
减持
REET
ISHARES TR
-$202.7K
31,840
-20%
增持
DFGR
DIMENSIONAL ETF TRUST
+$190.5K
423,531
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$160.1K
13,279
+32%
增持
VUG
VANGUARD INDEX FDS
+$152.1K
796
+88%
建仓
IWF
ISHARES TR
+$144.0K
395
增持
IEFA
ISHARES TR
+$134.9K
3,135
+151%
减持
SLYV
SPDR SER TR
-$131.4K
14,507
-5%
减持
BPRN
PRINCETON BANCORP INC
+$128.1K
55,246
-0%
建仓
IWP
ISHARES TR
+$123.3K
1,117
减持
SUB
ISHARES TR
-$121.2K
52,966
-2%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$116.0K
1,237
增持
IGIB
ISHARES TR
+$112.7K
26,398
+10%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$96.7K
1,263
减持
VTIP
VANGUARD MALVERN FDS
-$85.0K
71,391
-4%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$78.3K
44,763
-2%
增持
VTI
VANGUARD INDEX FDS
+$77.8K
4,731
+4%
增持
IJR
ISHARES TR
+$65.9K
4,092
+22%
增持
AMZN
AMAZON COM INC
+$65.5K
2,668
+7%
增持
GOOGL
ALPHABET INC
+$64.8K
2,055
+0%
增持
VGSR
MANAGER DIRECTED PORTFOLIOS
+$62.7K
31,886
+27%
增持
NULG
NUSHARES ETF TR
+$59.4K
6,382
+6%
增持
IWS
ISHARES TR
+$58.6K
612
+402%
建仓
SCZ
ISHARES TR
+$57.3K
930
减持
V
VISA INC
-$56.0K
429
-29%
减持
HD
HOME DEPOT INC
-$54.7K
1,098
-3%
增持
SUSC
ISHARES TR
+$54.0K
45,027
+7%
减持
—
LAM RESEARCH CORP
-$52.7K
29
-66%
减持
SPY
SPDR S&P 500 ETF TR
-$51.5K
360
-24%
减持
TSLA
TESLA INC
-$49.1K
183
-62%
减持
MSFT
MICROSOFT CORP
+$48.9K
3,508
-3%
增持
—
EXXON MOBIL CORP
+$45.5K
4,034
+12%
增持
ESGE
ISHARES INC
+$42.7K
16,573
+4%
减持
MCD
MCDONALDS CORP
-$42.6K
575
-14%
增持
IWR
ISHARES TR
+$42.3K
797
+201%
建仓
PFS
PROVIDENT FINL SVCS INC
+$40.9K
2,850
清仓
—
LAKELAND BANCORP INC
-$38.8K
0
-100%
减持
SBUX
STARBUCKS CORP
-$37.5K
922
-23%
增持
IWM
ISHARES TR
+$37.2K
546
+56%
增持
NULV
NUSHARES ETF TR
+$37.2K
25,990
+7%
增持
BGRN
ISHARES TR
+$37.0K
24,662
+4%
减持
WCC
WESCO INTL INC
-$36.2K
115
-64%
减持
CSCO
CISCO SYS INC
-$34.4K
2,172
-21%
增持
META
META PLATFORMS INC
+$33.8K
535
+10%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$33.0K
159
-24%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$31.8K
1,324
-5%
减持
GOOG
ALPHABET INC
+$31.4K
1,472
-6%
减持
AVEM
AMERICAN CENTY ETF TR
+$31.2K
31,125
-4%
减持
AVGO
BROADCOM INC
+$31.2K
116
-1%
减持
ORCL
ORACLE CORP
-$31.0K
482
-39%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$29.7K
1,074
-22%
增持
SLQD
ISHARES TR
+$29.3K
10,941
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$28.2K
2,488
+1%
建仓
IWY
ISHARES TR
+$27.2K
127
增持
ESGD
ISHARES TR
+$27.1K
18,810
+3%
减持
CTRA
COTERRA ENERGY INC
-$26.9K
962
-49%
建仓
VGT
VANGUARD WORLD FD
+$26.3K
46
减持
AZO
AUTOZONE INC
-$24.7K
14
-33%
清仓
—
AMERICAN EQTY INVT LIFE HLD
-$24.6K
0
-100%
建仓
SHY
ISHARES TR
+$24.4K
299
减持
GPN
GLOBAL PMTS INC
-$24.0K
567
-4%
减持
CTAS
CINTAS CORP
-$23.9K
64
-36%
建仓
IBIT
ISHARES BITCOIN TR
+$23.6K
691
建仓
VDE
VANGUARD WORLD FD
+$22.9K
180
建仓
EMXC
ISHARES INC
+$22.8K
385
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$22.8K
0
-100%
增持
IVV
ISHARES TR
+$22.7K
80
+100%
增持
ADBE
ADOBE INC
+$22.3K
180
+17%
减持
CRM
SALESFORCE INC
-$22.2K
320
-8%
减持
JPM
JPMORGAN CHASE & CO.
-$22.2K
1,638
-7%
增持
—
TASEKO MINES LTD
+$22.2K
32,836
+22%
建仓
EMB
ISHARES TR
+$22.0K
249
减持
MGY
MAGNOLIA OIL & GAS CORP
-$21.2K
814
-50%
减持
CMCSA
COMCAST CORP NEW
-$21.2K
1,460
-19%
减持
NOC
NORTHROP GRUMMAN CORP
-$21.0K
76
-33%
减持
FCNCA
FIRST CTZNS BANCSHARES INC N
-$20.8K
10
-57%
减持
EQT
EQT CORP
-$19.9K
219
-71%
减持
NKE
NIKE INC
-$19.8K
332
-30%
减持
IVW
ISHARES TR
+$19.8K
10,264
-7%
减持
ACHC
ACADIA HEALTHCARE COMPANY IN
-$19.8K
34
-88%
清仓
—
PIONEER NAT RES CO
-$19.2K
0
-100%
减持
CVS
CVS HEALTH CORP
-$19.2K
467
-20%
减持
UNP
UNION PAC CORP
-$19.0K
118
-37%
减持
GL
GLOBE LIFE INC
-$18.9K
83
-62%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$18.2K
173
-3%
减持
ON
ON SEMICONDUCTOR CORP
-$18.1K
151
-61%
减持
DE
DEERE & CO
-$18.0K
32
-56%
减持
MPC
MARATHON PETE CORP
-$17.9K
396
-8%
减持
AVDE
AMERICAN CENTY ETF TR
-$17.9K
9,534
-1%
减持
BA
BOEING CO
-$17.8K
584
-9%
清仓
—
M D C HLDGS INC
-$17.6K
0
-100%
增持
MRNA
MODERNA INC
+$17.6K
245
+127%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$17.6K
816
+26%
增持
BIIB
BIOGEN INC
+$17.1K
112
+173%
建仓
GEV
GE VERNOVA INC
+$16.8K
98
增持
INTC
INTEL CORP
-$16.3K
1,472
+5%
减持
AMAT
APPLIED MATLS INC
+$16.3K
567
-1%
减持
ABBV
ABBVIE INC
-$16.0K
1,107
-2%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$15.9K
83
-67%
增持
BKNG
BOOKING HOLDINGS INC
+$15.9K
15
+25%
减持
TMHC
TAYLOR MORRISON HOME CORP
-$15.8K
534
-27%
减持
PLD
PROLOGIS INC.
-$15.5K
190
-33%
减持
—
SOUTHWESTERN ENERGY CO
-$15.5K
1,402
-57%
清仓
—
SHOCKWAVE MED INC
-$15.3K
0
-100%
减持
AMGN
AMGEN INC
-$15.0K
94
-40%
减持
KVUE
KENVUE INC
-$14.5K
3,340
-5%
增持
CVX
CHEVRON CORP NEW
+$14.2K
559
+20%
减持
—
CAPRI HOLDINGS LIMITED
-$14.2K
268
-47%
减持
IEX
IDEX CORP
-$14.0K
48
-51%
建仓
MSM
MSC INDL DIRECT INC
+$13.6K
171
减持
LKQ
LKQ CORP
-$13.5K
20
-93%
减持
UPS
UNITED PARCEL SERVICE INC
-$13.4K
53
-62%
减持
UNH
UNITEDHEALTH GROUP INC
-$13.4K
337
-10%
增持
EXR
EXTRA SPACE STORAGE INC
+$13.1K
165
+94%
减持
MDLZ
MONDELEZ INTL INC
-$13.1K
591
-20%
增持
—
JOHNSON CTLS INTL PLC
+$13.0K
327
+146%
减持
VEEV
VEEVA SYS INC
-$12.8K
43
-52%
增持
MA
MASTERCARD INCORPORATED
-$12.7K
350
+1%
减持
GT
GOODYEAR TIRE & RUBR CO
-$12.7K
38
-96%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$12.6K
0
-100%
增持
FIS
FIDELITY NATL INFORMATION SV
+$12.5K
307
+113%
减持
SCHC
SCHWAB STRATEGIC TR
-$12.1K
13,311
-2%
减持
AA
ALCOA CORP
-$11.9K
527
-46%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$11.5K
118
+157%
建仓
POR
PORTLAND GEN ELEC CO
+$11.3K
262
增持
MPWR
MONOLITHIC PWR SYS INC
+$11.3K
22
+120%
增持
PCG
PG&E CORP
+$11.1K
1,031
+150%
减持
APD
AIR PRODS & CHEMS INC
-$11.1K
35
-58%
增持
—
ARCH CAP GROUP LTD
+$11.1K
206
+96%
建仓
LH
LABCORP HOLDINGS INC
+$11.0K
54