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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 19
增持 64
减持 61
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$6.2M
41,214
+134%
增持
DFAU
DIMENSIONAL ETF TRUST
+$3.3M
189,391
+72%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.8M
77,933
-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。
减持
DFSV
DIMENSIONAL ETF TRUST
-$2.3M
411,520
-15%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.0M
139,509
+117%
减持
DISV
DIMENSIONAL ETF TRUST
-$2.0M
323,292
-11%
减持
MUB
ISHARES TR
-$1.7M
97,135
-12%
减持
DFIC
DIMENSIONAL ETF TRUST
-$1.5M
599,660
-1%
增持
DFGR
DIMENSIONAL ETF TRUST
-$1.0M
463,950
+4%
增持
AVUV
AMERICAN CENTY ETF TR
+$721.6K
87,078
+9%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$672.8K
13,415
减持
MDYV
SPDR SER TR
-$621.8K
133,725
-6%
增持
AVDV
AMERICAN CENTY ETF TR
+$578.6K
109,406
+18%
增持
DFAC
DIMENSIONAL ETF TRUST
+$463.5K
919,065
+1%
减持
DFAT
DIMENSIONAL ETF TRUST
-$409.0K
81,224
-8%
建仓
GSLC
GOLDMAN SACHS ETF TR
+$369.8K
3,211
增持
AVDE
AMERICAN CENTY ETF TR
+$318.7K
15,607
+64%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$278.4K
41,593
-3%
减持
JNJ
JOHNSON & JOHNSON
-$277.7K
15,805
-0%
减持
REET
ISHARES TR
-$216.4K
21,163
-22%
减持
DFUS
DIMENSIONAL ETF TRUST
+$212.2K
197,471
-1%
增持
NVDA
NVIDIA CORPORATION
+$204.2K
6,763
+17%
减持
AVEM
AMERICAN CENTY ETF TR
-$183.1K
30,010
-0%
增持
VGIT
VANGUARD SCOTTSDALE FDS
-$180.8K
315,554
+3%
增持
DFEM
DIMENSIONAL ETF TRUST
-$180.0K
435,592
+6%
增持
DIS
DISNEY WALT CO
+$167.4K
2,169
+182%
建仓
GLD
SPDR GOLD TR
+$155.4K
642
减持
BPRN
PRINCETON BANCORP INC
-$151.2K
48,055
-2%
增持
ESGD
ISHARES TR
-$136.9K
19,863
+1%
建仓
DGRO
ISHARES TR
+$132.3K
2,157
增持
VOO
VANGUARD INDEX FDS
+$129.5K
489
+93%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$126.7K
2,823
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$124.9K
1,392
+70%
增持
QQQ
INVESCO QQQ TR
+$112.3K
484
+75%
增持
AMZN
AMAZON COM INC
+$109.7K
2,756
+4%
增持
SLQD
ISHARES TR
+$109.2K
14,116
+20%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$107.2K
2,491
+260%
建仓
PKW
INVESCO EXCHANGE TRADED FD T
+$75.0K
652
建仓
PFM
INVESCO EXCHANGE TRADED FD T
+$74.3K
1,619
减持
—
EXXON MOBIL CORP
-$73.9K
3,719
-8%
减持
NULV
NUSHARES ETF TR
-$70.1K
26,062
-1%
减持
SLYV
SPDR SER TR
-$65.9K
13,306
-6%
减持
IEFA
ISHARES TR
-$63.0K
2,585
-18%
增持
GOOG
ALPHABET INC
+$59.8K
1,630
+9%
减持
—
TASEKO MINES LTD
-$59.5K
12,000
-63%
减持
DHR
DANAHER CORPORATION
-$59.2K
1,215
-0%
增持
IGIB
ISHARES TR
+$58.2K
28,615
+9%
减持
PG
PROCTER AND GAMBLE CO
-$56.4K
3,699
-5%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$52.4K
13,241
-0%
减持
SPTM
SPDR SER TR
-$51.6K
231
-76%
增持
BA
BOEING CO
+$50.9K
789
+35%
增持
GOOGL
ALPHABET INC
+$49.7K
2,086
+0%
减持
IVE
ISHARES TR
-$47.5K
7,239
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$46.4K
1,629
-0%
建仓
VXUS
VANGUARD STAR FDS
+$40.5K
688
减持
ELV
ELEVANCE HEALTH INC
-$39.7K
25
-73%
增持
SUB
ISHARES TR
+$38.9K
50,624
+1%
增持
ESGE
ISHARES INC
-$38.1K
18,405
+3%
增持
META
META PLATFORMS INC
+$38.0K
588
+10%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$37.6K
9,081
+12%
建仓
IGM
ISHARES TR
+$36.1K
354
增持
BGRN
ISHARES TR
-$36.1K
26,848
+1%
建仓
BLK
BLACKROCK INC
+$34.9K
34
增持
SCHR
SCHWAB STRATEGIC TR
+$33.8K
6,620
+164%
增持
SUSC
ISHARES TR
-$33.8K
49,016
+2%
减持
GD
GENERAL DYNAMICS CORP
-$33.2K
357
-15%
减持
SPIB
SPDR SER TR
-$33.1K
10,492
-6%
建仓
SCHX
SCHWAB STRATEGIC TR
+$33.0K
1,422
清仓
—
BLACKROCK INC
-$32.3K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$32.3K
4,736
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$32.2K
320
+108%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$32.0K
141
-18%
减持
LLY
ELI LILLY & CO
-$31.3K
135
-12%
增持
MSFT
MICROSOFT CORP
+$30.6K
3,682
+4%
减持
NUMV
NUSHARES ETF TR
-$29.5K
9,361
-3%
建仓
IMVP
INVESCO INDIA EXCHANGE-TRADE
+$29.4K
1,140
增持
TSLA
TESLA INC
+$29.2K
202
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$28.6K
5,643
-0%
增持
VHT
VANGUARD WORLD FD
+$24.8K
130
+348%
增持
MSTR
MICROSTRATEGY INC
+$24.7K
105
+209%
减持
BAC
BANK AMERICA CORP
+$24.3K
5,700
-0%
减持
DOW
DOW INC
-$23.4K
462
-40%
增持
VGSR
MANAGER DIRECTED PORTFOLIOS
-$23.2K
35,813
+3%
减持
PFE
PFIZER INC
-$23.1K
2,879
-16%
建仓
XLP
SELECT SECTOR SPDR TR
+$23.0K
293
清仓
—
LAM RESEARCH CORP
-$22.9K
0
-100%
增持
REGN
REGENERON PHARMACEUTICALS
+$22.7K
54
+260%
增持
WMT
WALMART INC
+$22.4K
1,009
+18%
建仓
GSBD
GOLDMAN SACHS BDC INC
+$22.1K
1,823
减持
MPC
MARATHON PETE CORP
-$21.3K
310
-22%
增持
CSCO
CISCO SYS INC
+$20.6K
2,313
+6%
建仓
LRCX
LAM RESEARCH CORP
+$20.6K
285
增持
PRU
PRUDENTIAL FINL INC
+$20.4K
322
+119%
减持
LMT
LOCKHEED MARTIN CORP
-$20.2K
169
-3%
建仓
ETH
GRAYSCALE ETHEREUM MINI TR E
+$19.5K
620
增持
UNH
UNITEDHEALTH GROUP INC
-$17.6K
349
+5%
减持
V
VISA INC
+$17.3K
434
-0%
增持
—
LINDE PLC
-$16.6K
342
+2%
增持
VTIP
VANGUARD MALVERN FDS
-$16.1K
72,324
+1%
减持
APP
APPLOVIN CORP
+$15.6K
105
-26%
减持
GE
GE AEROSPACE
-$15.2K
360
-10%
增持
DUK
DUKE ENERGY CORP NEW
+$14.1K
421
+55%
减持
IDXX
IDEXX LABS INC
-$13.5K
42
-31%
增持
RRC
RANGE RES CORP
+$13.1K
2,414
+1%
增持
STIP
ISHARES TR
+$13.1K
8,853
+2%
减持
CVS
CVS HEALTH CORP
-$12.9K
457
-14%
建仓
—
TE CONNECTIVITY PLC
+$12.4K
87
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$12.2K
148
-43%
增持
ADBE
ADOBE INC
-$12.0K
185
+2%
增持
DLTR
DOLLAR TREE INC
+$12.0K
229
+209%
清仓
—
SOUTHWESTERN ENERGY CO
-$11.9K
0
-100%
增持
T
AT&T INC
+$11.9K
5,276
+7%
增持
EXE
EXPAND ENERGY CORPORATION
+$11.5K
150
+257%
减持
RTX
RTX CORPORATION
-$11.3K
545
-11%
清仓
—
MARATHON OIL CORP
-$11.3K
0
-100%
减持
PSX
PHILLIPS 66
-$10.9K
321
-11%
建仓
MUA
BLACKROCK MUNIASSETS FD INC
+$10.7K
965
减持
MPWR
MONOLITHIC PWR SYS INC
-$10.3K
17
-23%
增持
WCEO
TWO RDS SHARED TR
+$9.9K
2,500
+19%
减持
MDLZ
MONDELEZ INTL INC
-$9.9K
571
-4%
增持
NFG
NATIONAL FUEL GAS CO
+$9.8K
253
+175%
增持
CNC
CENTENE CORP DEL
+$9.8K
360
+125%
减持
—
CAPRI HOLDINGS LIMITED
-$9.6K
102
-63%
增持
KO
COCA COLA CO
+$9.6K
703
+48%
减持
CDW
CDW CORP
-$9.5K
57
-34%
减持
EXR
EXTRA SPACE STORAGE INC
-$9.4K
138
-17%
增持
AMD
ADVANCED MICRO DEVICES INC
+$9.4K
397
+69%
增持
BKR
BAKER HUGHES COMPANY
+$9.4K
622
+39%
减持
REXR
REXFORD INDL RLTY INC
-$9.4K
22
-89%
减持
VTV
VANGUARD INDEX FDS
-$9.0K
1,484
-0%
建仓
ANET
ARISTA NETWORKS INC
+$8.8K
80
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$8.6K
86
+219%
增持
NEE
NEXTERA ENERGY INC
-$8.5K
677
+0%
减持
NULG
NUSHARES ETF TR
+$8.3K
6,309
-2%
减持
SCZ
ISHARES TR
-$8.1K
489
-13%
增持
KD
KYNDRYL HLDGS INC
+$8.0K
459
+33%
减持
CAT
CATERPILLAR INC
-$7.8K
151
-6%
减持
LEG
LEGGETT & PLATT INC
-$7.7K
258
-66%
清仓
—
ARISTA NETWORKS INC
-$7.7K
0
-100%
增持
HCA
HCA HEALTHCARE INC
+$7.6K
43
+231%
减持
COIN
COINBASE GLOBAL INC
-$7.4K
73
-49%
减持
TMHC
TAYLOR MORRISON HOME CORP
-$7.3K
397
-12%
减持
IMKTA
INGLES MKTS INC
-$7.2K
8
-92%
减持
BIIB
BIOGEN INC
-$7.2K
87
-18%
增持
SUSB
ISHARES TR
-$7.2K
16,787
+0%
减持
O
REALTY INCOME CORP
-$7.2K
524
-6%
清仓
ENOV
ENOVIS CORPORATION
-$7.1K
0
-100%
增持
TXN
TEXAS INSTRS INC
-$7.1K
419
+1%
增持
KR
KROGER CO
+$7.1K
467
+25%
减持
AXP
AMERICAN EXPRESS CO
+$7.1K
308
-1%