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PMG Wealth Management, Inc. · 13F 持仓分析
期权收益计算器 机构排行

PMG Wealth Management, Inc.

No.7880 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.62亿
环比变动 Q1 2026
+$2,305.1万+16.6%
持仓股票数
61
新买入
3
加仓
27
减仓
13
清仓
1
持股不变
18
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航·SPECIALIZED FUNDSVIG
6.62%6.89%$1,070.3万4.5万股$955.3万4.4万股+812股+1.83%加仓
IiShares安硕·MSCIQUAL
6.35%6.36%$1,026.8万4.7万股$881.6万4.6万股+836股+1.82%加仓
FIRST INTST BANCSYSTEMFIBK
6.32%6.71%$1,021.9万28.0万股$930.5万27.6万股+4,193股+1.52%加仓
IiShares安硕·S&P 100 ETFIWO
6.14%6.12%$992.9万2.7万股$848.9万2.7万股+449股+1.68%加仓
AAB DISRUPTORS ETFFWD
5.9%4.73%$953.5万6.4万股$656.5万6.0万股+3,902股+6.45%加仓
PPIMCO太平洋投资管理ETFMINT
5.53%6.03%$894.3万8.9万股$835.9万8.3万股+5,599股+6.71%加仓
WWisdomTree信托DGRW
5.04%5.36%$815.3万8.5万股$742.6万8.5万股+732股+0.87%加仓
I景顺交易所交易基金信托RSP
4.99%5.12%$806.8万3.8万股$710.2万3.7万股+917股+2.48%加仓
I景顺交易所交易基金信托XLG
4.76%4.97%$770.5万12.6万股$689.2万12.6万股-509股-0.40%减仓
JJOHN HANCOCK EXCHANGE TRADEDJHML
4.61%4.41%$746.2万8.4万股$611.1万7.8万股+5,600股+7.17%加仓
F第一信托交易所交易基金SDVY
4.27%2%$691.1万16.0万股$277.3万7.0万股+9.0万股+127.82%加仓
PPIMCO太平洋投资管理ETFPYLD
3.62%3.87%$585.3万22.2万股$536.9万20.6万股+1.6万股+7.79%加仓
GGlobal X基金PAVE
3.59%3.5%$580.8万9.9万股$484.7万9.5万股+3,180股+3.33%加仓
AAB ULTRA SHORT INCOME ETFYEAR
3.06%3.4%$494.7万9.9万股$471.5万9.4万股+4,873股+5.20%加仓
WWISDOMTREE TR WISDOMTREE US VAWTV
2.76%2.74%$445.9万4.4万股$380.5万4.0万股+3,670股+9.14%加仓
F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV
2.54%3%$410.9万8.4万股$415.9万8.2万股+2,584股+3.16%加仓
IiShares安硕信托IVLU
2.48%2.74%$401.7万9.6万股$379.8万9.6万股+342股+0.36%加仓
IiShares安硕信托IVV
2.2%2.21%$356.2万4,756股$306.6万4,694股+62股+1.32%加仓
PPRINCIPAL U.S. MEGA-CAP ETFUSMC
1.53%1.52%$247.9万3.4万股$211.3万3.3万股+574股+1.74%加仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
1.26%1.51%$203.3万2.5万股$209.5万2.5万股-619股-2.43%减仓
PProShares信托REGL
1.21%1.33%$195.9万2.1万股$184.0万2.1万股+101股+0.47%加仓
I景顺交易所交易基金信托PDP
0.95%0.85%$153.8万1.0万股$117.2万9,705股+432股+4.45%加仓
F第一信托交易所交易基金RDVY
0.83%0.82%$134.7万1.7万股$113.5万1.7万股00.00%持仓不变
SSPDR道富系列信托SPYG
0.83%0.8%$134.7万1.1万股$111.3万1.1万股-50股-0.44%减仓
SSPDR行业精选信托XLK
0.8%0.66%$129.7万6,809股$91.8万6,909股-100股-1.45%减仓
微软MSFT
0.72%0.84%$117.2万3,141股$116.4万3,144股-3股-0.10%减仓
IiShares安硕信托USMV
0.69%0.77%$111.1万1.2万股$106.8万1.2万股00.00%持仓不变
AAB ACTIVE ETFSTAFM
0.69%0.34%$111.0万4.3万股$46.8万1.9万股+2.5万股+133.69%加仓
I景顺·S&P 500 LOW VOLATILITY ETFSPLV
0.59%0.68%$96.1万1.3万股$93.8万1.3万股00.00%持仓不变
苹果AAPL
0.57%0.59%$92.7万3,203股$81.7万3,218股-15股-0.47%减仓
TTHE ALGER ETF TRUSTALAI
0.52%0.41%$84.6万1.9万股$57.3万1.7万股+1,192股+6.88%加仓
F第一信托·USTFVD
0.5%0.53%$81.4万1.7万股$73.8万1.6万股+1,200股+7.64%加仓
G通用动力VTI
0.45%0.43%$72.2万1,950股$60.2万1,876股+74股+3.94%加仓
IiShares安硕·S&PIUSG
0.43%0.43%$69.5万3,696股$59.4万3,829股-133股-3.47%减仓
S道富SPYV
0.42%0.45%$67.3万1.1万股$62.6万1.1万股00.00%持仓不变
IiShares安硕信托IEFA
0.41%0.47%$66.0万6,831股$65.4万7,226股-395股-5.47%减仓
亚马逊AMZN
0.4%0.41%$65.2万2,737股$57.2万2,745股-8股-0.29%减仓
IiShares安硕信托AGG
0.4%0.46%$64.3万6,500股$64.3万6,500股00.00%持仓不变
IiShares安硕信托HDV
0.38%0.43%$60.9万2.2万股$60.3万4,440股+1.8万股+400.00%加仓
V先锋领航指数基金VOO
0.37%0.38%$59.1万860股$53.3万892股-32股-3.59%减仓
英伟达NVDA
0.36%0.37%$58.2万2,910股$51.5万2,955股-45股-1.52%减仓
IiShares安硕信托DVY
0.32%0.37%$52.5万3,360股$50.9万3,360股00.00%持仓不变
AAB ACTIVE ETFSSYFI
0.32%0.4%$52.3万1.5万股$54.8万1.6万股-800股-5.16%减仓
IiShares安硕信托VLUE
0.25%0.21%$40.0万2,000股$28.4万2,000股00.00%持仓不变
SSPDR行业精选信托XLU
0.25%0.29%$39.9万8,800股$40.4万8,800股00.00%持仓不变
AAB ACTIVE ETFSLRGC
0.23%0.24%$37.4万4,475股$32.9万4,475股00.00%持仓不变
IINVESCO DIVIDEND ACHIEVERS ETFPFM
0.22%0.24%$36.0万6,485股$33.1万6,485股00.00%持仓不变
V先锋领航债券指数基金BSV
0.22%0.26%$35.7万4,593股$35.9万4,593股00.00%持仓不变
卡特彼勒CAT
0.21%0.16%$33.5万315股$22.3万315股00.00%持仓不变
SSPDR标普500 ETFSPY
0.19%0.17%$31.4万420股$23.5万362股+58股+16.02%加仓

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