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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 9
增持 47
减持 85
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
DFAU
DIMENSIONAL ETF TRUST
+$3.0M
573,877
+10%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.9M
402,622
+18%
减持
JNJ
JOHNSON & JOHNSON
-$2.3M
10,551
-56%
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
DFGX
DIMENSIONAL ETF TRUST
+$1.4M
584,494
+8%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.3M
380,741
+6%
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.2M
934,536
+1%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.2M
560,588
+3%
减持
DFIC
DIMENSIONAL ETF TRUST
+$916.9K
596,277
-0%
减持
AAPL
APPLE INC
-$689.2K
30,838
-13%
增持
AVUV
AMERICAN CENTY ETF TR
+$595.7K
114,775
+3%
减持
AVDV
AMERICAN CENTY ETF TR
+$587.6K
143,700
-1%
增持
VTI
VANGUARD INDEX FDS
+$498.9K
6,143
+29%
增持
SPY
SPDR S&P 500 ETF TR
+$417.9K
861
+239%
减持
MDYV
SPDR SERIES TRUST
-$353.5K
122,998
-5%
减持
DISV
DIMENSIONAL ETF TRUST
-$329.7K
250,187
-9%
减持
DFSV
DIMENSIONAL ETF TRUST
-$327.6K
370,835
-6%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$312.5K
93,416
+7%
减持
DFUS
DIMENSIONAL ETF TRUST
+$268.1K
184,471
-0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$260.7K
55,666
-0%
增持
IWF
ISHARES TR
+$211.1K
1,022
+76%
增持
IWD
ISHARES TR
+$167.4K
1,028
+328%
减持
GOOGL
ALPHABET INC
+$167.2K
2,510
-1%
减持
MSFT
MICROSOFT CORP
-$152.5K
3,860
-1%
增持
DFGR
DIMENSIONAL ETF TRUST
+$124.5K
569,326
+4%
增持
IVW
ISHARES TR
+$121.4K
10,548
+8%
增持
NULV
NUSHARES ETF TR
+$121.1K
28,281
+8%
建仓
RWK
INVESCO EXCH TRADED FD TR II
+$113.8K
900
增持
IWP
ISHARES TR
+$110.6K
982
+485%
增持
VDE
VANGUARD WORLD FD
+$108.2K
1,042
+469%
增持
ESGD
ISHARES TR
+$107.9K
18,848
+4%
增持
IVE
ISHARES TR
+$106.9K
7,164
+5%
减持
GOOG
ALPHABET INC
+$97.5K
1,453
-1%
增持
SUB
ISHARES TR
+$89.0K
47,385
+2%
增持
VTV
VANGUARD INDEX FDS
+$86.9K
1,870
+29%
建仓
EZU
ISHARES INC
+$84.9K
1,325
增持
SLQD
ISHARES TR
+$84.4K
19,601
+10%
减持
DFAT
DIMENSIONAL ETF TRUST
-$83.3K
72,618
-4%
减持
AVGO
BROADCOM INC
-$78.8K
1,549
-17%
增持
AVUS
AMERICAN CENTY ETF TR
+$77.1K
20,826
+1%
减持
HD
HOME DEPOT INC
-$77.0K
1,212
-1%
减持
SCHC
SCHWAB STRATEGIC TR
-$70.4K
10,152
-13%
减持
BPRN
PRINCETON BANCORP INC
+$67.9K
39,124
-3%
减持
PG
PROCTER AND GAMBLE CO
-$67.3K
3,342
-6%
减持
SLYV
SPDR SERIES TRUST
-$65.4K
11,337
-8%
建仓
EWJ
ISHARES INC
+$64.6K
800
建仓
JPSE
J P MORGAN EXCHANGE TRADED F
+$62.7K
1,253
减持
IGM
ISHARES TR
-$61.8K
157
-76%
清仓
TOTL
SSGA ACTIVE ETF TR
-$60.7K
0
-100%
建仓
VIOV
VANGUARD ADMIRAL FDS INC
+$60.5K
619
减持
LLY
ELI LILLY & CO
+$60.3K
196
-1%
减持
META
META PLATFORMS INC
-$59.9K
628
-3%
减持
VB
VANGUARD INDEX FDS
-$59.4K
243
-49%
减持
CSCO
CISCO SYS INC
-$58.3K
1,197
-46%
减持
VZ
VERIZON COMMUNICATIONS INC
-$58.0K
3,713
-22%
减持
MUB
ISHARES TR
-$56.0K
70,560
-1%
增持
IWS
ISHARES TR
+$54.3K
882
+76%
减持
MRK
MERCK & CO INC
+$52.1K
2,539
-1%
增持
VTIP
VANGUARD MALVERN FDS
-$49.9K
70,836
+1%
增持
IWN
ISHARES TR
+$49.5K
390
+225%
增持
ORCL
ORACLE CORP
-$48.5K
571
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$47.6K
1,320
+0%
减持
NVDA
NVIDIA CORPORATION
-$45.3K
6,946
-3%
增持
AVGE
AMERICAN CENTY ETF TR
+$42.3K
1,219
+63%
减持
DFGP
DIMENSIONAL ETF TRUST
-$41.6K
1,371
-34%
减持
GSLC
GOLDMAN SACHS ETF TR
-$39.8K
414
-43%
减持
KVUE
KENVUE INC
-$36.7K
1,100
-68%
清仓
DX
DYNEX CAP INC
-$35.5K
0
-100%
增持
NUMV
NUSHARES ETF TR
+$34.4K
10,496
+8%
减持
AVEM
AMERICAN CENTY ETF TR
-$33.3K
26,880
-4%
减持
REET
ISHARES TR
-$33.1K
14,367
-6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$32.3K
12,451
-4%
增持
VGSR
MANAGER DIRECTED PORTFOLIOS
+$32.1K
39,433
+11%
清仓
CION
CION INVT CORP
-$30.0K
0
-100%
增持
SUSC
ISHARES TR
+$29.1K
50,856
+3%
增持
EFA
ISHARES TR
+$28.2K
9,740
+0%
减持
VUG
VANGUARD INDEX FDS
-$27.3K
589
-10%
减持
—
EATON CORP PLC
-$26.8K
474
-0%
减持
SCHR
SCHWAB STRATEGIC TR
-$26.2K
5,680
-15%
减持
—
ADVANTAGE SOLUTIONS INC
-$26.1K
16,570
-38%
减持
CFG
CITIZENS FINL GROUP INC
-$25.8K
144
-78%
增持
NFLX
NETFLIX INC
-$25.6K
980
+900%
减持
—
EXXON MOBIL CORP
+$24.3K
3,563
-1%
减持
AMZN
AMAZON COM INC
+$24.0K
2,776
-1%
清仓
CGBD
CARLYLE SECURED LENDING INC
-$23.8K
0
-100%
减持
—
LINDE PLC
-$23.7K
312
-5%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$23.7K
3,117
+14%
减持
KMB
KIMBERLY-CLARK CORP
-$23.5K
495
-16%
减持
BND
VANGUARD BD INDEX FDS
-$21.7K
14,095
-2%
增持
WDC
WESTERN DIGITAL CORP
+$21.2K
401
+1%
清仓
—
TASEKO MINES LTD
-$21.1K
0
-100%
建仓
TQQQ
PROSHARES TR
+$21.1K
400
减持
FISV
FISERV INC
-$20.6K
64
-67%
增持
ESGE
ISHARES INC
+$20.3K
17,613
+1%
减持
IFGL
ISHARES TR
-$20.3K
6,179
-13%
减持
FNDX
SCHWAB STRATEGIC TR
-$20.3K
1,888
-31%
减持
CMCSA
COMCAST CORP NEW
-$20.2K
745
-45%
减持
T
AT&T INC
-$20.0K
5,068
-2%
清仓
OXLC
OXFORD LANE CAP CORP
-$19.0K
0
-100%
建仓
DBJP
DBX ETF TR
+$18.9K
200
减持
MOH
MOLINA HEALTHCARE INC
-$18.7K
32
-75%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$18.0K
39,610
-5%
减持
MRSH
MARSH & MCLENNAN COS INC
-$17.7K
23
-79%
增持
SUSB
ISHARES TR
+$17.2K
19,655
+4%
减持
GD
GENERAL DYNAMICS CORP
-$16.7K
312
-13%
减持
NULG
NUSHARES ETF TR
-$16.1K
6,142
-1%
减持
—
DUPONT DE NEMOURS INC
-$16.0K
350
-9%
增持
VO
VANGUARD INDEX FDS
+$15.9K
59
+1375%
减持
TXN
TEXAS INSTRS INC
-$15.5K
275
-20%
增持
—
ACCENTURE PLC IRELAND
+$15.4K
108
+96%
增持
MSTR
STRATEGY INC
-$14.8K
117
+16%
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$14.8K
0
-100%
建仓
VYM
VANGUARD WHITEHALL FDS
+$14.4K
100
增持
ELV
ELEVANCE HEALTH INC FORMERLY
+$14.0K
63
+152%
减持
SCHX
SCHWAB STRATEGIC TR
-$13.6K
886
-38%
减持
DIS
DISNEY WALT CO
-$13.5K
1,408
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$13.3K
2,503
-1%
增持
VOO
VANGUARD INDEX FDS
+$13.2K
518
+2%
减持
COP
CONOCOPHILLIPS
-$12.1K
258
-33%
减持
CIEN
CIENA CORP
+$11.7K
141
-3%
增持
IGIB
ISHARES TR
+$11.6K
52,737
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$11.5K
264
+21%
增持
CNC
CENTENE CORP DEL
+$11.5K
436
+141%
减持
SHOP
SHOPIFY INC
-$11.5K
407
-21%
减持
UI
UBIQUITI INC
-$11.4K
69
-8%
减持
HUBS
HUBSPOT INC
-$11.4K
2
-92%
减持
FIS
FIDELITY NATL INFORMATION SV
-$11.2K
77
-69%
减持
NEE
NEXTERA ENERGY INC
-$11.0K
445
-28%
建仓
IEMG
ISHARES INC
+$10.8K
160
减持
URI
UNITED RENTALS INC
-$10.3K
58
-3%
减持
CPRT
COPART INC
-$10.2K
157
-57%
减持
—
FLUTTER ENTMT PLC
-$10.1K
24
-60%
减持
HON
HONEYWELL INTL INC
-$10.0K
500
-2%
减持
WLK
WESTLAKE CORPORATION
-$9.9K
36
-78%
减持
MTB
M & T BK CORP
-$9.9K
55
-48%
减持
REGN
REGENERON PHARMACEUTICALS
+$9.8K
55
-5%
减持
JPM
JPMORGAN CHASE & CO.
+$9.7K
1,757
-0%
增持
SPSC
SPS COMM INC
+$9.6K
123
+846%
清仓
SHY
ISHARES TR
-$9.5K
0
-100%
减持
EFX
EQUIFAX INC
-$9.5K
59
-32%
减持
PAYX
PAYCHEX INC
-$9.5K
23
-76%
减持
ZTS
ZOETIS INC
-$9.4K
54
-51%
减持
SNPS
SYNOPSYS INC
-$9.4K
22
-45%
减持
CSGP
COSTAR GROUP INC
-$9.3K
101
-47%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$9.3K
154
-23%
减持
LBRDK
LIBERTY BROADBAND CORP
-$8.8K
54
-70%
减持
—
ARCH CAP GROUP LTD
-$8.7K
149
-41%
清仓
—
ALLETE INC
-$8.6K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$8.5K
1,017
-1%
减持
—
LYONDELLBASELL INDUSTRIES N
-$8.5K
76
-68%
减持
HOOD
ROBINHOOD MKTS INC
-$8.5K
226
-5%