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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 14
增持 70
减持 57
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
DFAU
DIMENSIONAL ETF TRUST
+$3.5M
672,497
+17%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.8M
439,914
+9%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.8M
55,541
-0%
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
+$1.7M
619,301
+6%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.7M
120,917
+5%
减持
DFUS
DIMENSIONAL ETF TRUST
-$1.2M
175,481
-5%
增持
DFGR
DIMENSIONAL ETF TRUST
+$1.1M
608,166
+7%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.0M
399,966
+5%
增持
DFEM
DIMENSIONAL ETF TRUST
+$852.4K
561,409
+0%
减持
AVDV
AMERICAN CENTY ETF TR
+$815.2K
143,388
-0%
减持
DFAC
DIMENSIONAL ETF TRUST
-$736.2K
933,147
-0%
减持
MSFT
MICROSOFT CORP
-$569.9K
3,504
-9%
减持
VTI
VANGUARD INDEX FDS
-$506.8K
4,840
-21%
减持
DISV
DIMENSIONAL ETF TRUST
-$472.4K
229,074
-8%
减持
MUB
ISHARES TR
-$469.0K
66,780
-5%
减持
MDYV
SPDR SERIES TRUST
-$456.4K
116,916
-5%
增持
AAPL
APPLE INC
-$424.6K
31,360
+2%
增持
JNJ
JOHNSON & JOHNSON
+$421.2K
10,656
+1%
减持
DFSV
DIMENSIONAL ETF TRUST
-$356.8K
337,899
-9%
减持
DHR
DANAHER CORP DEL
-$260.4K
55
-95%
减持
IVW
ISHARES TR
-$215.6K
9,588
-9%
增持
—
EXXON MOBIL CORP
+$191.7K
3,657
+3%
建仓
BIL
SPDR SERIES TRUST
+$190.2K
2,075
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$189.0K
98,150
+5%
减持
NVDA
NVIDIA CORPORATION
-$178.0K
6,407
-8%
减持
DFAT
DIMENSIONAL ETF TRUST
+$158.3K
71,769
-1%
减持
VTIP
VANGUARD MALVERN FDS
-$153.7K
67,065
-5%
增持
VOO
VANGUARD INDEX FDS
+$145.1K
786
+52%
减持
PEG
PUBLIC SVC ENTERPRISE GROUP
-$124.6K
1,504
-51%
增持
SUB
ISHARES TR
+$117.0K
48,573
+3%
减持
IGIB
ISHARES TR
-$112.8K
51,271
-3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$108.7K
1,136
-14%
减持
DFIC
DIMENSIONAL ETF TRUST
+$87.6K
580,784
-3%
减持
VTV
VANGUARD INDEX FDS
-$85.0K
1,387
-26%
增持
JPM
JPMORGAN CHASE & CO
+$83.1K
2,207
+26%
减持
GOOG
ALPHABET INC
-$73.5K
1,333
-8%
增持
SLQD
ISHARES TR
+$64.4K
20,958
+7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$61.2K
1,275
+2%
清仓
VIOV
VANGUARD ADMIRAL FDS INC
-$60.5K
0
-100%
增持
IGM
ISHARES TR
+$57.6K
657
+318%
减持
IAU
ISHARES GOLD TR
-$57.3K
110
-87%
增持
IJH
ISHARES TR
+$56.2K
15,135
+3%
增持
GOOGL
ALPHABET INC
-$55.2K
2,540
+1%
增持
AVGO
BROADCOM INC
-$54.8K
1,555
+0%
增持
—
EATON CORP PLC
+$54.3K
574
+21%
增持
CAT
CATERPILLAR INC
+$54.2K
197
+32%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$52.0K
2,517
+1%
增持
AMAT
APPLIED MATLS INC
+$51.5K
531
+5%
清仓
SLF
SUN LIFE FINANCIAL INC.
-$49.7K
0
-100%
减持
NZAC
SPDR INDEX SHS FDS
-$48.8K
526
-68%
增持
GLW
CORNING INC
+$47.1K
882
+6%
建仓
DIA
STATE STR SPDR DOW JONES IND
+$46.3K
100
增持
CVX
CHEVRON CORPORATION
+$45.7K
624
+14%
减持
AVDE
AMERICAN CENTY ETF TR
+$44.5K
25,492
-1%
增持
NULV
NUSHARES ETF TR
+$44.1K
28,971
+2%
减持
VUG
VANGUARD INDEX FDS
-$42.3K
561
-5%
减持
INTU
INTUIT
-$39.8K
124
-12%
建仓
KBWB
INVESCO EXCH TRADED FD TR II
+$39.6K
500
减持
VLTO
VERALTO CORP
-$39.2K
120
-76%
减持
BPRN
PRINCETON BANCORP INC
-$38.8K
39,041
-0%
减持
APP
APPLOVIN CORP
-$38.2K
109
-10%
减持
LLY
ELI LILLY & CO
-$36.8K
189
-4%
增持
AVGE
AMERICAN CENTY ETF TR
+$36.6K
1,606
+32%
增持
PSX
PHILLIPS 66
+$36.0K
313
+92%
减持
PFE
PFIZER INC
-$35.8K
1,804
-48%
增持
VZ
VERIZON COMMUNICATIONS INC
+$35.5K
3,720
+0%
增持
AMZN
AMAZON COM INC
-$35.3K
2,907
+5%
增持
NULG
NUSHARES ETF TR
-$34.9K
6,222
+1%
建仓
TOPT
ISHARES TR
+$34.6K
1,209
增持
IVV
ISHARES TR
+$34.3K
214
+39%
减持
FNDF
SCHWAB STRATEGIC TR
+$33.9K
10,771
-1%
增持
EMR
EMERSON ELEC CO
+$32.5K
407
+159%
减持
MRK
MERCK & CO INC
+$32.4K
2,491
-2%
减持
VDE
VANGUARD WORLD FD
+$31.4K
940
-10%
增持
CMI
CUMMINS INC
+$30.2K
171
+41%
建仓
GLD
SPDR GOLD TR
+$30.1K
70
增持
PG
PROCTER & GAMBLE CO
+$29.6K
3,521
+5%
增持
TRV
TRAVELERS COMPANIES INC
+$29.5K
305
+49%
增持
CSCO
CISCO SYS INC
+$29.4K
1,567
+31%
建仓
SPSM
SPDR SERIES TRUST
+$29.0K
600
减持
CRM
SALESFORCE INC
-$28.4K
359
-0%
增持
T
AT&T INC
+$27.9K
5,305
+5%
增持
BAC
BANK AMERICA CORP
-$27.9K
6,179
+3%
增持
GEV
GE VERNOVA INC
+$27.6K
105
+7%
减持
QCOM
QUALCOMM INC
-$27.6K
426
-12%
增持
—
LINDE PLC
+$27.1K
323
+4%
增持
HON
HONEYWELL INTL INC
+$26.8K
550
+10%
减持
AVEM
AMERICAN CENTY ETF TR
+$26.2K
26,017
-3%
减持
ADBE
ADOBE INC
-$24.4K
163
-11%
增持
AFL
AFLAC INC
+$24.3K
379
+141%
减持
HD
HOME DEPOT INC
-$24.0K
1,195
-1%
减持
REET
ISHARES TR
-$24.0K
13,300
-7%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$23.8K
100
减持
VEA
VANGUARD TAX-MANAGED FDS
+$23.5K
38,982
-2%
减持
HUM
HUMANA INC
-$23.0K
83
-43%
建仓
IVOO
VANGUARD ADMIRAL FDS INC
+$22.9K
200
增持
SPGI
S&P GLOBAL INC
+$22.3K
125
+112%
增持
ESGD
ISHARES TR
+$22.3K
18,977
+1%
清仓
TQQQ
PROSHARES TR
-$21.1K
0
-100%
增持
DIS
DISNEY WALT CO
-$20.7K
1,447
+3%
建仓
NET
CLOUDFLARE INC
+$20.6K
100
增持
ORCL
ORACLE CORP
-$20.2K
619
+8%
增持
MA
MASTERCARD INCORPORATED
-$19.6K
379
+4%
减持
MPC
MARATHON PETE CORP
+$19.4K
246
-2%
增持
META
META PLATFORMS INC
+$19.4K
758
+21%
减持
DOW
DOW HLDGS INC
+$19.2K
1,063
-1%
增持
MET
METLIFE INC
+$19.0K
602
+102%
增持
WMT
WALMART INC
+$18.9K
1,080
+4%
增持
ABT
ABBOTT LABORATORIES
+$17.6K
705
+61%
减持
CIEN
CIENA CORP
+$17.5K
130
-8%
增持
PANW
PALO ALTO NETWORKS INC
+$17.3K
201
+148%
增持
SUSC
ISHARES TR
+$17.2K
52,141
+3%
增持
STIP
ISHARES TR
+$16.6K
8,904
+1%
增持
COP
CONOCOPHILLIPS
+$16.5K
308
+19%
增持
FANG
DIAMONDBACK ENERGY INC
+$16.3K
103
+281%
清仓
EXAS
EXACT SCIENCES CORP
-$16.1K
0
-100%
增持
AXP
AMERICAN EXPRESS CO
-$16.1K
294
+4%
减持
VO
VANGUARD INDEX FDS
-$16.0K
4
-93%
建仓
NOBL
PROSHARES TR
+$15.9K
150
减持
ADSK
AUTODESK INC
-$15.4K
168
-11%
减持
—
ACCENTURE PLC IRELAND
-$15.3K
69
-36%
增持
IJR
ISHARES TR
+$15.1K
3,363
+0%
减持
IT
GARTNER INC
-$15.0K
4
-94%
增持
WDAY
WORKDAY INC
+$15.0K
168
+425%
建仓
PNFP
PINNACLE FINL PARTNERS INC
+$14.8K
172
清仓
—
JAMF HLDG CORP
-$14.7K
0
-100%
建仓
XLV
SELECT SECTOR SPDR TR
+$14.7K
100
减持
SCHC
SCHWAB STRATEGIC TR
-$14.6K
9,576
-6%
清仓
NVR
NVR INC
-$14.6K
0
-100%
清仓
—
ADVANTAGE SOLUTIONS INC
-$14.6K
0
-100%
增持
ROP
ROPER TECHNOLOGIES INC
+$14.4K
71
+196%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$14.0K
8,449
+4%
减持
UI
UBIQUITI INC
+$14.0K
66
-4%
增持
VGSR
MANAGER DIRECTED PORTFOLIOS
+$13.8K
41,032
+4%
清仓
—
SYNOVUS FINL CORP
-$13.7K
0
-100%
增持
BGRN
ISHARES TR
+$13.6K
27,196
+2%
清仓
GPCR
STRUCTURE THERAPEUTICS INC
-$13.6K
0
-100%
减持
WFC
WELLS FARGO & CO
-$13.4K
792
-3%
增持
INTC
INTEL CORP
+$13.2K
1,530
+4%
减持
WDC
WESTERN DIGITAL CORP
+$12.9K
303
-24%
建仓
CPNG
COUPANG INC
+$12.9K
682
减持
BRO
BROWN & BROWN INC
-$12.8K
37
-81%
建仓
FRBA
FIRST BK WILLIAMSTOWN NEW JE
+$12.8K
800
增持
RTX
RTX CORPORATION
+$12.3K
620
+6%
减持
CNC
CENTENE CORP DEL
-$12.1K
177
-59%
增持
HUBS
HUBSPOT INC
+$12.1K
53
+2550%
增持
ABBV
ABBVIE INC
+$11.8K
1,319
+10%
减持
DASH
DOORDASH INC
-$11.6K
140
-3%
减持
NKE
NIKE INC
-$11.3K
198
-42%
增持
NOW
SERVICENOW INC
-$11.3K
236
+0%