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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 5
增持 65
减持 76
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
DFAU
DIMENSIONAL ETF TRUST
+$5.4M
420,275
+30%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$2.9M
74,579
+348%
增持
DFAC
DIMENSIONAL ETF TRUST
+$2.7M
925,272
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。
+0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.6M
55,705
-6%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.3M
282,811
+19%
增持
DFEM
DIMENSIONAL ETF TRUST
+$2.2M
514,321
+5%
增持
AVUS
AMERICAN CENTY ETF TR
+$1.9M
20,307
+1191%
减持
DFIC
DIMENSIONAL ETF TRUST
+$1.8M
598,627
-1%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.7M
136,407
+5%
减持
MUB
ISHARES TR
-$1.5M
76,960
-15%
增持
JNJ
JOHNSON & JOHNSON
+$1.1M
24,157
+54%
增持
DFSV
DIMENSIONAL ETF TRUST
+$724.2K
404,590
+2%
减持
AAPL
APPLE INC
-$703.6K
35,709
-1%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$676.1K
340,837
+3%
增持
DFGR
DIMENSIONAL ETF TRUST
+$645.7K
511,173
+3%
减持
DISV
DIMENSIONAL ETF TRUST
+$529.9K
292,972
-6%
增持
IGIB
ISHARES TR
+$522.9K
49,792
+23%
增持
MSFT
MICROSOFT CORP
+$490.6K
3,887
+1%
增持
AVUV
AMERICAN CENTY ETF TR
+$419.4K
105,308
+0%
减持
NVDA
NVIDIA CORPORATION
+$347.6K
7,100
-1%
增持
AVDE
AMERICAN CENTY ETF TR
+$340.0K
25,732
+9%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$248.8K
43,524
-1%
减持
AVEM
AMERICAN CENTY ETF TR
+$234.4K
29,865
-1%
减持
MDYV
SPDR SERIES TRUST
+$214.4K
132,360
-1%
增持
AVGO
BROADCOM INC
+$201.2K
1,858
+0%
增持
VTI
VANGUARD INDEX FDS
+$140.1K
4,788
+0%
清仓
TOTL
SSGA ACTIVE ETF TR
-$123.9K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$116.6K
2,537
+0%
减持
ESGD
ISHARES TR
+$109.7K
18,079
-2%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$108.2K
3,035
-31%
减持
META
META PLATFORMS INC
+$103.6K
644
-0%
减持
BPRN
PRINCETON BANCORP INC
-$101.8K
42,093
-7%
减持
SUB
ISHARES TR
-$100.8K
46,194
-3%
减持
DFUS
DIMENSIONAL ETF TRUST
+$100.2K
186,676
-9%
增持
VTIP
VANGUARD MALVERN FDS
+$98.5K
69,644
+2%
减持
NULG
NUSHARES ETF TR
+$89.2K
6,213
-2%
增持
JPM
JPMORGAN CHASE & CO.
+$86.8K
1,764
+2%
减持
AMZN
AMAZON COM INC
+$80.2K
2,780
-0%
减持
—
EXXON MOBIL CORP
-$75.8K
3,587
-8%
减持
EFA
ISHARES TR
+$70.3K
9,715
-1%
减持
ESGE
ISHARES INC
+$66.1K
17,915
-1%
减持
—
ROYAL CARIBBEAN GROUP
+$65.8K
613
-0%
增持
UNH
UNITEDHEALTH GROUP INC
-$63.5K
352
+6%
增持
QQQ
INVESCO QQQ TR
+$61.2K
522
+8%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$59.8K
1,303
-0%
减持
DFAT
DIMENSIONAL ETF TRUST
+$59.6K
75,709
-3%
增持
GOOGL
ALPHABET INC
+$56.9K
2,530
+1%
增持
EWY
ISHARES INC
+$55.8K
1,320
+83%
减持
PG
PROCTER AND GAMBLE CO
-$52.9K
3,596
-2%
减持
SCHC
SCHWAB STRATEGIC TR
+$52.2K
11,779
-6%
减持
GPN
GLOBAL PMTS INC
-$52.0K
66
-89%
减持
MRK
MERCK & CO INC
-$50.2K
2,538
-9%
减持
VZ
VERIZON COMMUNICATIONS INC
-$48.1K
4,760
-15%
增持
ORCL
ORACLE CORP
+$45.1K
562
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$44.8K
12,950
-2%
清仓
VXUS
VANGUARD STAR FDS
-$42.7K
0
-100%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$41.7K
8,112
-11%
减持
KGC
KINROSS GOLD CORP
-$41.5K
4,624
-49%
增持
—
EATON CORP PLC
+$41.3K
475
+1%
增持
VOO
VANGUARD INDEX FDS
+$40.7K
562
+4%
减持
UBER
UBER TECHNOLOGIES INC
-$38.4K
118
-83%
增持
SLQD
ISHARES TR
+$38.1K
16,648
+4%
减持
NFLX
NETFLIX INC
+$37.0K
98
-3%
减持
DIS
DISNEY WALT CO
+$36.0K
1,460
-1%
减持
BAC
BANK AMERICA CORP
+$35.5K
6,484
-0%
清仓
XRT
SPDR SER TR
-$35.3K
0
-100%
建仓
—
ADVANTAGE SOLUTIONS INC
+$35.1K
26,570
增持
IFGL
ISHARES TR
+$31.8K
7,079
+8%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$31.1K
121
-25%
减持
IBIT
ISHARES BITCOIN TRUST ETF
+$31.0K
2,641
-5%
减持
GOOG
ALPHABET INC
+$30.5K
1,479
-0%
增持
TSLA
TESLA INC
+$30.1K
449
+3%
减持
IEFA
ISHARES TR
-$28.7K
1,944
-23%
增持
SUSA
ISHARES TR
+$27.4K
2,112
+1%
减持
CVX
CHEVRON CORP NEW
-$26.4K
361
-23%
增持
COF
CAPITAL ONE FINL CORP
+$26.4K
257
+63%
增持
INTU
INTUIT
+$26.3K
141
+2%
减持
REET
ISHARES TR
-$26.2K
17,348
-7%
减持
SLYV
SPDR SERIES TRUST
-$24.4K
12,830
-4%
减持
FNDX
SCHWAB STRATEGIC TR
-$23.2K
1,544
-40%
增持
WMT
WALMART INC
+$22.8K
1,021
+16%
增持
NUMV
NUSHARES ETF TR
+$21.9K
9,491
+1%
增持
AVGE
AMERICAN CENTY ETF TR
+$21.7K
718
+51%
增持
RING
ISHARES INC
+$20.8K
580
+383%
增持
IAU
ISHARES GOLD TR
+$20.3K
430
+291%
减持
PSX
PHILLIPS 66
-$20.2K
163
-49%
减持
—
DUPONT DE NEMOURS INC
-$19.8K
386
-38%
减持
GSLC
GOLDMAN SACHS ETF TR
-$19.5K
298
-41%
减持
CEG
CONSTELLATION ENERGY CORP
+$19.3K
173
-4%
减持
GE
GE AEROSPACE
+$19.3K
355
-1%
减持
BND
VANGUARD BD INDEX FDS
-$19.2K
14,330
-2%
增持
WDC
WESTERN DIGITAL CORP
+$17.6K
399
+103%
减持
NULV
NUSHARES ETF TR
+$17.4K
25,631
-2%
增持
HIG
HARTFORD INSURANCE GROUP INC
+$17.1K
221
+151%
清仓
—
DISCOVER FINL SVCS
-$16.9K
0
-100%
减持
NUE
NUCOR CORP
-$16.9K
77
-65%
减持
CSCO
CISCO SYS INC
+$16.7K
2,216
-0%
增持
WMB
WILLIAMS COS INC
+$15.8K
469
+105%
增持
—
NOBLE CORP PLC
+$15.4K
597
+3412%
增持
ADSK
AUTODESK INC
+$15.3K
188
+15%
减持
MCD
MCDONALDS CORP
-$15.2K
585
-2%
增持
LLY
ELI LILLY & CO
+$15.1K
190
+18%
增持
EME
EMCOR GROUP INC
+$14.9K
81
+5%
增持
ADBE
ADOBE INC
+$14.8K
188
+25%
增持
DINO
HF SINCLAIR CORP
+$14.7K
376
+1535%
减持
LOW
LOWES COS INC
-$14.7K
244
-17%
减持
HOOD
ROBINHOOD MKTS INC
+$14.5K
285
-3%
增持
TROW
PRICE T ROWE GROUP INC
+$14.1K
190
+313%
减持
AA
ALCOA CORP
-$14.0K
19
-96%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$13.9K
954
+0%
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$13.9K
328
增持
IDXX
IDEXX LABS INC
+$13.6K
63
+31%
减持
AMAT
APPLIED MATLS INC
+$13.5K
506
-7%
减持
SCZ
ISHARES TR
-$13.5K
242
-51%
增持
RTX
RTX CORPORATION
+$13.2K
585
+7%
减持
DHR
DANAHER CORPORATION
-$13.1K
1,183
-2%
减持
CNC
CENTENE CORP DEL
-$13.1K
106
-66%
增持
NOW
SERVICENOW INC
+$12.5K
47
+4%
增持
MPWR
MONOLITHIC PWR SYS INC
+$12.0K
22
+214%
增持
XLY
SELECT SECTOR SPDR TR
+$12.0K
83
+168%
减持
HUM
HUMANA INC
-$11.8K
101
-27%
减持
—
CHAMPIONX CORPORATION
-$11.8K
47
-89%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$11.4K
2,115
+1400%
减持
—
TASEKO MINES LTD
-$11.1K
5,000
-58%
减持
MGY
MAGNOLIA OIL & GAS CORP
-$10.9K
341
-54%
建仓
JBHT
HUNT J B TRANS SVCS INC
+$10.9K
76
增持
SJM
SMUCKER J M CO
+$10.8K
122
+1120%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$10.7K
13
-41%
减持
MSTR
MICROSTRATEGY INC
+$10.6K
101
-4%
减持
FELE
FRANKLIN ELEC INC
-$10.5K
13
-90%
建仓
ALGN
ALIGN TECHNOLOGY INC
+$10.4K
55
减持
PM
PHILIP MORRIS INTL INC
+$10.4K
674
-5%
建仓
CE
CELANESE CORP DEL
+$10.2K
184
增持
KVUE
KENVUE INC
-$10.2K
3,644
+1%
增持
APH
AMPHENOL CORP NEW
+$10.1K
207
+31%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$9.9K
1
-99%
增持
LFUS
LITTELFUSE INC
+$9.8K
58
+241%
增持
—
JOHNSON CTLS INTL PLC
+$9.8K
343
+4%
减持
APP
APPLOVIN CORP
+$9.7K
120
-2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$9.6K
164
+23%
减持
FANG
DIAMONDBACK ENERGY INC
-$9.3K
52
-50%
减持
VO
VANGUARD INDEX FDS
-$9.2K
4
-90%
减持
DOW
DOW INC
-$9.2K
774
-9%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$9.2K
111
+85%
减持
SNX
TD SYNNEX CORPORATION
-$9.2K
15
-86%
增持
PBF
PBF ENERGY INC
+$9.2K
468
+818%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$9.1K
12
-88%
增持
WAB
WABTEC
+$9.0K
146
+23%
减持
EL
LAUDER ESTEE COS INC
-$9.0K
9
-94%
增持
WFC
WELLS FARGO CO NEW
+$8.8K
820
+4%