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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 10
增持 68
减持 64
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
DFAU
DIMENSIONAL ETF TRUST
+$4.7M
322,689
+70%
增持
DFAI
DIMENSIONAL ETF TRUST
+$3.4M
237,896
+71%
减持
AAPL
APPLE INC
-$2.3M
36,150
-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
AVDV
AMERICAN CENTY ETF TR
+$2.0M
130,312
+19%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.6M
491,989
+13%
减持
DFSV
DIMENSIONAL ETF TRUST
-$1.5M
397,262
-3%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.4M
331,807
+5%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.3M
606,414
+1%
增持
DFAC
DIMENSIONAL ETF TRUST
-$1.3M
923,973
+1%
增持
DFGR
DIMENSIONAL ETF TRUST
+$1.2M
497,680
+7%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$877.6K
59,437
-24%
减持
MUB
ISHARES TR
-$809.8K
90,477
-7%
增持
AVUV
AMERICAN CENTY ETF TR
+$768.6K
105,245
+21%
增持
IGIB
ISHARES TR
+$656.6K
40,566
+42%
增持
AVDE
AMERICAN CENTY ETF TR
+$606.6K
23,607
+51%
减持
DISV
DIMENSIONAL ETF TRUST
+$521.9K
312,904
-3%
减持
DFAT
DIMENSIONAL ETF TRUST
-$495.2K
78,184
-4%
减持
MDYV
SPDR SER TR
-$425.8K
133,666
-0%
减持
SUB
ISHARES TR
-$326.8K
47,472
-6%
减持
JNJ
JOHNSON & JOHNSON
+$320.1K
15,713
-1%
减持
GSLC
GOLDMAN SACHS ETF TR
-$314.1K
506
-84%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$290.2K
4,419
+408%
减持
BPRN
PRINCETON BANCORP INC
-$267.2K
45,411
-6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$243.5K
43,920
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$202.7K
2,533
+0%
增持
DFUS
DIMENSIONAL ETF TRUST
-$177.9K
205,206
+4%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$159.5K
16,646
+24%
清仓
GLD
SPDR GOLD TR
-$155.4K
0
-100%
减持
IVW
ISHARES TR
-$135.7K
9,764
-5%
增持
NVDA
NVIDIA CORPORATION
-$134.0K
7,143
+6%
清仓
DGRO
ISHARES TR
-$132.3K
0
-100%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$126.7K
0
-100%
建仓
TOTL
SSGA ACTIVE ETF TR
+$123.9K
3,076
增持
SLYV
SPDR SER TR
-$113.2K
13,364
+0%
增持
MSFT
MICROSOFT CORP
-$109.1K
3,844
+4%
增持
SLQD
ISHARES TR
+$102.0K
15,993
+13%
减持
VTIP
VANGUARD MALVERN FDS
-$99.4K
68,186
-6%
增持
—
ROYAL CARIBBEAN GROUP
+$99.4K
614
+429%
减持
DIS
DISNEY WALT CO
-$96.4K
1,470
-32%
建仓
MCHI
ISHARES TR
+$94.4K
1,735
减持
MRK
MERCK & CO INC
-$81.6K
2,798
-16%
减持
GOOG
ALPHABET INC
-$78.7K
1,484
-9%
减持
IVE
ISHARES TR
-$78.4K
6,839
-6%
清仓
PKW
INVESCO EXCHANGE TRADED FD T
-$75.0K
0
-100%
增持
AMZN
AMAZON COM INC
-$75.0K
2,784
+1%
清仓
PFM
INVESCO EXCHANGE TRADED FD T
-$74.3K
0
-100%
建仓
EWT
ISHARES INC
+$70.5K
1,485
减持
—
CHUBB LIMITED
-$70.0K
30
-90%
增持
VUG
VANGUARD INDEX FDS
+$63.0K
638
+51%
增持
—
EXXON MOBIL CORP
+$62.5K
3,889
+5%
建仓
FNDX
SCHWAB STRATEGIC TR
+$61.1K
2,586
增持
VTI
VANGUARD INDEX FDS
-$57.4K
4,785
+1%
减持
BGRN
ISHARES TR
-$57.3K
25,219
-6%
增持
GS
GOLDMAN SACHS GROUP INC
+$56.7K
261
+74%
减持
PNC
PNC FINL SVCS GROUP INC
-$55.5K
237
-53%
减持
REET
ISHARES TR
-$52.6K
18,742
-11%
增持
AVEM
AMERICAN CENTY ETF TR
+$48.2K
30,123
+0%
建仓
DFGP
DIMENSIONAL ETF TRUST
+$47.6K
890
增持
NULG
NUSHARES ETF TR
-$47.1K
6,317
+0%
建仓
ONEQ
FIDELITY COMWLTH TR
+$42.5K
625
增持
AVGO
BROADCOM INC
+$41.5K
1,857
+60%
增持
IVV
ISHARES TR
+$41.2K
154
+100%
增持
SUSB
ISHARES TR
+$40.7K
18,222
+9%
减持
SUSC
ISHARES TR
-$39.5K
46,580
-5%
建仓
EWY
ISHARES INC
+$38.9K
720
增持
PM
PHILIP MORRIS INTL INC
+$35.2K
708
+10%
增持
IJR
ISHARES TR
-$34.7K
3,363
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
-$34.3K
133
-66%
增持
JPM
JPMORGAN CHASE & CO.
+$34.1K
1,731
+6%
减持
DHR
DANAHER CORPORATION
-$32.1K
1,204
-1%
增持
TSLA
TESLA INC
+$30.9K
434
+115%
增持
NULV
NUSHARES ETF TR
+$30.9K
26,104
+0%
清仓
IMVP
INVESCO INDIA EXCHANGE-TRADE
-$29.4K
0
-100%
增持
LLY
ELI LILLY & CO
+$28.8K
161
+19%
减持
VZ
VERIZON COMMUNICATIONS INC
+$28.4K
5,601
-1%
减持
T
AT&T INC
+$27.6K
5,223
-1%
增持
META
META PLATFORMS INC
+$27.5K
645
+10%
增持
C
CITIGROUP INC
+$25.5K
571
+168%
增持
WFC
WELLS FARGO CO NEW
+$24.8K
792
+73%
减持
ADBE
ADOBE INC
-$24.4K
151
-18%
增持
BND
VANGUARD BD INDEX FDS
+$23.2K
14,626
+0%
清仓
XLP
SELECT SECTOR SPDR TR
-$23.0K
0
-100%
增持
EXC
EXELON CORP
+$21.4K
1,119
+40%
减持
ESGE
ISHARES INC
+$21.1K
18,187
-1%
增持
BAC
BANK AMERICA CORP
+$20.8K
6,501
+14%
减持
KGC
KINROSS GOLD CORP
+$20.3K
9,024
-11%
增持
IFGL
ISHARES TR
+$20.2K
6,539
+16%
减持
IWF
ISHARES TR
-$18.9K
387
-2%
减持
TTD
THE TRADE DESK INC
-$18.8K
140
-38%
增持
SBUX
STARBUCKS CORP
+$18.5K
1,056
+13%
减持
PEP
PEPSICO INC
-$18.5K
97
-55%
增持
—
NORWEGIAN CRUISE LINE HLDG L
+$18.4K
1,076
+1316%
减持
SUSA
ISHARES TR
-$18.3K
2,092
-2%
增持
MMM
3M CO
+$18.3K
158
+316%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$18.2K
1,304
-6%
增持
CRM
SALESFORCE INC
-$18.2K
377
+6%
增持
ELV
ELEVANCE HEALTH INC
+$18.2K
63
+152%
减持
STIP
ISHARES TR
+$18.2K
8,783
-1%
建仓
HNDL
STRATEGY SHS
+$18.0K
852
减持
SRE
SEMPRA
-$17.9K
918
-3%
减持
DDOG
DATADOG INC
-$17.6K
24
-83%
减持
VHT
VANGUARD WORLD FD
-$17.4K
59
-55%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$17.2K
1,324
+0%
减持
GPN
GLOBAL PMTS INC
-$16.8K
585
-11%
减持
DECK
DECKERS OUTDOOR CORP
-$16.7K
49
-55%
减持
ABBV
ABBVIE INC
+$16.5K
1,136
-9%
减持
TGT
TARGET CORP
-$16.0K
82
-55%
增持
IGM
ISHARES TR
+$15.8K
573
+62%
增持
MA
MASTERCARD INCORPORATED
+$15.3K
370
+4%
增持
VOO
VANGUARD INDEX FDS
+$15.1K
542
+11%
减持
WMT
WALMART INC
-$14.2K
877
-13%
增持
DAL
DELTA AIR LINES INC DEL
+$13.9K
991
+105%
减持
PYPL
PAYPAL HLDGS INC
-$13.9K
323
-21%
减持
V
VISA INC
+$13.9K
431
-1%
减持
LOW
LOWES COS INC
-$13.9K
295
-12%
增持
UBER
UBER TECHNOLOGIES INC
+$13.7K
678
+15%
减持
PCG
PG&E CORP
-$13.6K
544
-52%
增持
MO
ALTRIA GROUP INC
+$13.3K
1,019
+11%
增持
MCK
MCKESSON CORP
+$13.3K
118
+2%
增持
UPS
UNITED PARCEL SERVICE INC
+$13.1K
148
+492%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$12.9K
304
+821%
减持
—
ACCENTURE PLC IRELAND
-$12.9K
130
-14%
减持
—
LINDE PLC
+$12.8K
335
-2%
增持
HD
HOME DEPOT INC
+$12.6K
1,203
+9%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$12.5K
13,161
-1%
减持
REGN
REGENERON PHARMACEUTICALS
-$12.5K
41
-24%
减持
AMAT
APPLIED MATLS INC
-$12.3K
545
-3%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$11.9K
51
+538%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$11.4K
403
-51%
减持
POR
PORTLAND GEN ELEC CO
-$11.4K
13
-95%
增持
—
HESS CORP
+$11.3K
130
+83%
增持
DOW
DOW INC
+$11.2K
851
+84%
增持
O
REALTY INCOME CORP
+$11.1K
674
+29%
减持
TROW
PRICE T ROWE GROUP INC
-$10.9K
46
-66%
建仓
SLS
SELLAS LIFE SCIENCES GROUP I
+$10.8K
10,000
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$10.7K
63
-48%
清仓
MUA
BLACKROCK MUNIASSETS FD INC
-$10.7K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$10.5K
286
-32%
减持
WDC
WESTERN DIGITAL CORP
-$10.4K
197
-36%
减持
SCHC
SCHWAB STRATEGIC TR
+$10.3K
12,528
-2%
增持
HUM
HUMANA INC
+$10.1K
138
+33%
减持
—
HOLOGIC INC
-$10.0K
95
-57%
减持
EIX
EDISON INTL
-$9.9K
88
-53%
增持
XLF
SELECT SECTOR SPDR TR
+$9.6K
436
+74%
建仓
LINE
LINEAGE INC
+$9.6K
163
增持
KVUE
KENVUE INC
+$9.5K
3,604
+0%
增持
SO
SOUTHERN CO
+$9.5K
264
+47%
减持
COO
COOPER COS INC
-$9.4K
57
-63%
减持
IEFA
ISHARES TR
+$9.3K
2,525
-2%
减持
DINO
HF SINCLAIR CORP
-$9.3K
23
-92%