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
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 4
增持 82
减持 53
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
DFAU
DIMENSIONAL ETF TRUST
+$2.5M
110,402
+126%
增持
DFGR
DIMENSIONAL ETF TRUST
+$2.3M
446,885
+6%
增持
DFAC
DIMENSIONAL ETF TRUST
+$2.2M
913,589
+1%
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
VGIT
VANGUARD SCOTTSDALE FDS
+$1.4M
305,908
+5%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.4M
605,386
+2%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.3M
92,564
+16%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.3M
411,658
+7%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.3M
64,176
+143%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.0M
80,084
+8%
减持
MDYV
SPDR SER TR
+$858.3K
142,796
-1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$844.7K
82,662
-6%
增持
BND
VANGUARD BD INDEX FDS
+$844.2K
13,935
+396%
减持
DFUS
DIMENSIONAL ETF TRUST
+$618.3K
198,981
-0%
增持
MUB
ISHARES TR
+$586.9K
110,600
+3%
减持
DISV
DIMENSIONAL ETF TRUST
+$448.1K
363,134
-3%
清仓
AGG
ISHARES TR
-$324.9K
0
-100%
减持
AAPL
APPLE INC
+$319.3K
17,576
-2%
减持
DFAT
DIMENSIONAL ETF TRUST
+$300.5K
88,620
-1%
减持
SUB
ISHARES TR
-$236.7K
49,919
-6%
减持
TFI
SPDR SER TR
-$177.4K
159
-96%
减持
DFSV
DIMENSIONAL ETF TRUST
+$174.2K
485,162
-5%
增持
ESGD
ISHARES TR
+$167.5K
19,595
+4%
增持
SPIB
SPDR SER TR
+$158.0K
11,179
+66%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$140.4K
2,504
+1%
增持
BGRN
ISHARES TR
+$140.0K
26,639
+8%
减持
VUG
VANGUARD INDEX FDS
-$135.3K
423
-47%
增持
SUSC
ISHARES TR
+$124.4K
48,231
+7%
清仓
IWP
ISHARES TR
-$123.3K
0
-100%
增持
NULV
NUSHARES ETF TR
+$114.0K
26,274
+1%
减持
VTV
VANGUARD INDEX FDS
-$108.1K
1,491
-35%
增持
ESGE
ISHARES INC
+$96.9K
17,924
+8%
减持
VOO
VANGUARD INDEX FDS
-$93.5K
254
-44%
减持
SLYV
SPDR SER TR
+$90.8K
14,131
-3%
增持
ICF
ISHARES TR
+$86.9K
2,775
+66%
增持
VGSR
MANAGER DIRECTED PORTFOLIOS
+$77.3K
34,708
+9%
增持
VTI
VANGUARD INDEX FDS
+$74.5K
4,733
+0%
增持
HD
HOME DEPOT INC
+$68.2K
1,101
+0%
减持
IGIB
ISHARES TR
+$62.6K
26,354
-0%
增持
IFGL
ISHARES TR
+$61.1K
5,639
+65%
增持
NUMV
NUSHARES ETF TR
+$61.0K
9,646
+8%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$55.2K
42,934
-4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$54.4K
13,281
+0%
增持
SLQD
ISHARES TR
+$54.1K
11,758
+7%
增持
SUSB
ISHARES TR
+$53.8K
16,767
+12%
减持
VTIP
VANGUARD MALVERN FDS
+$52.8K
71,346
-0%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$52.0K
8,112
+11%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$50.1K
1,323
-0%
增持
MSFT
MICROSOFT CORP
-$46.6K
3,536
+1%
减持
AVEM
AMERICAN CENTY ETF TR
+$45.9K
30,145
-3%
减持
IJR
ISHARES TR
-$44.3K
3,353
-18%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$39.9K
819
+0%
增持
DHR
DANAHER CORPORATION
+$35.0K
1,216
+0%
增持
PG
PROCTER AND GAMBLE CO
+$33.7K
3,906
+0%
增持
MCD
MCDONALDS CORP
+$29.4K
578
+1%
增持
ABBV
ABBVIE INC
+$29.2K
1,110
+0%
增持
GOOGL
ALPHABET INC
-$29.2K
2,081
+1%
增持
MRK
MERCK & CO INC
-$28.7K
2,910
+0%
清仓
IWY
ISHARES TR
-$27.2K
0
-100%
清仓
SHY
ISHARES TR
-$24.4K
0
-100%
减持
INTC
INTEL CORP
-$23.2K
956
-35%
减持
BPRN
PRINCETON BANCORP INC
-$22.9K
48,830
-12%
减持
UNH
UNITEDHEALTH GROUP INC
+$22.5K
332
-1%
减持
MRNA
MODERNA INC
-$22.4K
100
-59%
清仓
EMB
ISHARES TR
-$22.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$21.4K
5,662
+0%
增持
MA
MASTERCARD INCORPORATED
+$21.4K
356
+2%
减持
DVN
DEVON ENERGY CORP NEW
-$21.1K
287
-58%
减持
AMZN
AMAZON COM INC
-$20.7K
2,656
-0%
减持
AMAT
APPLIED MATLS INC
-$20.3K
562
-1%
减持
SCZ
ISHARES TR
-$19.5K
559
-40%
增持
GOOG
ALPHABET INC
-$19.4K
1,499
+2%
减持
SCHC
SCHWAB STRATEGIC TR
+$19.3K
12,793
-4%
增持
STIP
ISHARES TR
+$19.1K
8,661
+0%
减持
IWS
ISHARES TR
-$19.0K
415
-32%
减持
IWR
ISHARES TR
-$19.0K
518
-35%
增持
SBUX
STARBUCKS CORP
+$18.6K
927
+1%
增持
FTNT
FORTINET INC
+$17.5K
409
+73%
增持
LOW
LOWES COS INC
+$17.3K
335
+1%
减持
QCOM
QUALCOMM INC
-$17.0K
571
-0%
减持
REET
ISHARES TR
-$16.6K
27,116
-15%
增持
TSLA
TESLA INC
+$16.1K
200
+9%
增持
CRM
SALESFORCE INC
+$15.5K
357
+12%
增持
NULG
NUSHARES ETF TR
+$15.3K
6,454
+1%
增持
ORCL
ORACLE CORP
+$15.3K
489
+1%
减持
CTRA
COTERRA ENERGY INC
-$15.2K
435
-55%
清仓
RWO
SPDR INDEX SHS FDS
-$15.1K
0
-100%
增持
PNC
PNC FINL SVCS GROUP INC
+$15.0K
504
+0%
增持
AVGO
BROADCOM INC
+$14.2K
1,162
+902%
建仓
FERG
FERGUSON ENTERPRISES INC
+$14.1K
71
增持
ALL
ALLSTATE CORP
+$14.0K
221
+26%
减持
CVX
CHEVRON CORP NEW
-$14.0K
499
-11%
增持
AVUS
AMERICAN CENTY ETF TR
+$13.8K
1,544
+5%
增持
DASH
DOORDASH INC
+$13.7K
144
+129%
增持
—
LINDE PLC
+$13.6K
335
+1%
增持
CSCO
CISCO SYS INC
+$13.1K
2,185
+1%
清仓
NBXG
NEUBERGER BERMAN NEXT GENERA
-$12.9K
0
-100%
增持
GPN
GLOBAL PMTS INC
+$12.9K
661
+17%
减持
JPM
JPMORGAN CHASE & CO.
+$12.8K
1,632
-0%
增持
PFS
PROVIDENT FINL SVCS INC
+$12.6K
2,884
+1%
增持
EXC
EXELON CORP
+$12.3K
837
+34%
减持
—
SUPER MICRO COMPUTER INC
-$12.2K
14
-36%
增持
RMD
RESMED INC
+$12.0K
86
+83%
建仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$11.8K
169
减持
DXCM
DEXCOM INC
-$11.6K
23
-80%
减持
EW
EDWARDS LIFESCIENCES CORP
-$11.5K
63
-63%
增持
CSGP
COSTAR GROUP INC
+$11.3K
188
+382%
减持
SUSA
ISHARES TR
+$11.2K
2,157
-2%
减持
HUM
HUMANA INC
-$10.8K
92
-14%
增持
—
CHUBB LIMITED
+$10.0K
286
+1%
增持
CAT
CATERPILLAR INC
+$9.9K
160
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$9.8K
1,052
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$9.8K
158
-1%
减持
AXP
AMERICAN EXPRESS CO
+$9.8K
311
-3%
增持
PH
PARKER-HANNIFIN CORP
+$9.6K
72
+1%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$9.5K
60
增持
—
EXXON MOBIL CORP
+$9.5K
4,043
+0%
清仓
—
TE CONNECTIVITY LTD
-$9.5K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$9.4K
675
+0%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$9.4K
84
+68%
增持
—
EATON CORP PLC
+$9.1K
472
+0%
建仓
LUMN
LUMEN TECHNOLOGIES INC
+$9.0K
1,272
增持
CBRE
CBRE GROUP INC
+$8.9K
247
+1%
清仓
—
FERGUSON PLC NEW
-$8.9K
0
-100%
减持
EMXC
ISHARES INC
-$8.7K
231
-40%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$8.6K
154
-28%
增持
PYPL
PAYPAL HLDGS INC
+$8.4K
410
+1%
增持
EXAS
EXACT SCIENCES CORP
+$8.4K
144
+324%
增持
INSP
INSPIRE MED SYS INC
+$8.3K
42
+950%
减持
RRC
RANGE RES CORP
-$8.3K
2,398
-2%
减持
ULTA
ULTA BEAUTY INC
-$8.1K
15
-58%
减持
—
LAM RESEARCH CORP
-$8.0K
28
-3%
增持
SYY
SYSCO CORP
+$7.9K
889
+3%
增持
—
ACCENTURE PLC IRELAND
+$7.8K
137
+2%
减持
SPY
SPDR S&P 500 ETF TR
+$7.8K
355
-1%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$7.7K
33
-39%
清仓
HUN
HUNTSMAN CORP
-$7.6K
0
-100%
增持
VLTO
VERALTO CORP
+$7.3K
441
+0%
增持
V
VISA INC
+$7.3K
436
+2%
减持
DLB
DOLBY LABORATORIES INC
-$7.3K
25
-78%
清仓
GNTX
GENTEX CORP
-$7.2K
0
-100%
增持
SRE
SEMPRA
+$7.2K
921
+0%
增持
SCHR
SCHWAB STRATEGIC TR
+$7.0K
2,510
+2%
增持
SWK
STANLEY BLACK & DECKER INC
+$6.8K
92
+119%
增持
ALGN
ALIGN TECHNOLOGY INC
+$6.8K
38
+217%
增持
TXN
TEXAS INSTRS INC
+$6.8K
415
+2%
增持
NVDA
NVIDIA CORPORATION
+$6.7K
5,797
+3%
增持
FAST
FASTENAL CO
+$6.7K
295
+29%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$6.7K
27
-62%
减持
FISV
FISERV INC
+$6.6K
222
-0%
增持
BNY
BANK NEW YORK MELLON CORP
+$6.6K
279
+24%