13FBOX
Prestige Wealth Management Group LLC · 13F 持仓分析
期权收益计算器 机构排行

Prestige Wealth Management Group LLC

No.3981 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$5.51亿
环比变动 Q1 2026
+$4,156.1万+8.2%
持仓股票数
1101
新买入
26
加仓
377
减仓
174
清仓
48
持股不变
524
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
WWisdomTree信托DGRW
10.52%10.41%$5,793.6万60.6万股$5,302.3万60.4万股+2,273股+0.38%加仓
iShares安硕·MBSACGL
6.21%5.89%$3,421.4万36.2万股$3,000.8万31.6万股+4.6万股+14.54%加仓
苹果AAPL
5.57%5.15%$3,067.2万10.6万股$2,621.4万10.3万股+2,711股+2.62%加仓
IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY
5.5%0.09%$3,031.6万81.9万股$43.6万1.2万股+80.7万股+6,824.09%加仓
V先锋领航·TOTALBND
5.45%5.94%$3,004.8万40.9万股$3,025.7万41.1万股-1,560股-0.38%减仓
WWisdomTree信托AGGY
5.33%5.85%$2,934.8万67.5万股$2,981.1万68.6万股-1.1万股-1.62%减仓
WWisdomTree信托QGRW
4.32%3.77%$2,382.3万36.1万股$1,919.6万35.9万股+1,521股+0.42%加仓
高露洁CL
2.43%2.46%$1,336.8万14.6万股$1,254.7万14.7万股-1,400股-0.95%减仓
V先锋领航指数基金VTV
2.16%2.09%$1,190.8万5.5万股$1,063.0万5.4万股+459股+0.85%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
1.77%1.76%$976.1万6.2万股$897.1万6.1万股+332股+0.54%加仓
微软MSFT
1.73%1.76%$953.2万2.6万股$894.6万2.4万股+1,386股+5.73%加仓
S道富MDYV
1.64%1.58%$905.4万9.5万股$806.8万9.5万股+716股+0.76%加仓
SSPDR行业精选信托XLK
1.62%1.22%$893.0万4.7万股$621.7万4.7万股+92股+0.20%加仓
强生JNJ
1.53%1.61%$842.5万3.3万股$818.5万3.3万股-312股-0.93%减仓
谷歌AGOOGL
1.47%1.24%$809.2万2.3万股$629.7万2.2万股+747股+3.41%加仓
V先锋领航指数基金VUG
1.42%1.3%$783.0万9.1万股$661.3万1.5万股+7.6万股+500.42%加仓
S道富MDYG
1.38%1.27%$762.3万6.8万股$648.8万6.8万股+395股+0.58%加仓
SSPDR行业精选信托XLP
1.36%0.02%$748.7万9.0万股$11.8万1,440股+8.9万股+6,159.03%加仓
S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB
1.32%<0.01%$729.8万14.4万股$1.3万258股+14.3万股+55,547.67%加仓
SSPDR行业精选信托XLY
1.19%3.75%$654.1万6.1万股$1,907.8万17.2万股-11.1万股-64.52%减仓
SSPDR行业精选信托XLF
1.14%1.13%$625.6万11.7万股$574.1万11.6万股+402股+0.35%加仓
英伟达NVDA
1.13%1.05%$624.5万3.1万股$536.3万3.1万股+460股+1.50%加仓
NNYLI MACKAY MUNI INTERMEDIATE ETFMMIT
1.1%1.15%$604.6万24.8万股$584.4万24.2万股+5,862股+2.43%加仓
摩根大通JPM
1.01%0.86%$556.6万1.7万股$436.0万1.5万股+2,184股+14.74%加仓
礼来LLY
0.98%0.88%$541.9万4,518股$446.5万4,854股-336股-6.92%减仓
博通AVGO
0.9%0.78%$496.0万1.3万股$399.4万1.3万股+225股+1.74%加仓
默沙东MRK
0.85%0.88%$470.9万3.6万股$449.3万3.7万股-685股-1.85%减仓
艾伯维ABBV
0.79%0.74%$436.5万1.7万股$376.7万1.7万股+26股+0.15%加仓
F第一信托交易所交易基金IIIFMB
0.77%0.83%$426.4万8.3万股$424.1万8.4万股-710股-0.85%减仓
S道富SLYG
0.76%0.66%$417.4万3.5万股$334.7万3.5万股+389股+1.12%加仓
埃克森美孚XOM
0.73%0.87%$402.0万2.9万股$442.1万2.6万股+3,347股+12.85%加仓
S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV
0.73%0.67%$399.5万3.7万股$343.6万3.6万股+282股+0.78%加仓
亚马逊AMZN
0.72%0.71%$394.4万1.7万股$359.4万1.7万股-709股-4.11%减仓
卡特彼勒CAT
0.69%0.37%$379.4万3,563股$186.9万2,638股+925股+35.06%加仓
VisaV
0.68%0.61%$373.7万1.1万股$309.8万1.0万股+645股+6.29%加仓
沃尔玛WMT
0.66%0.67%$361.1万3.2万股$339.0万2.7万股+4,661股+17.12%加仓
BBANK OF AMERBAC
0.58%0.47%$320.3万5.6万股$237.4万4.9万股+7,518股+15.44%加仓
F第一信托交易所交易基金SKYY
0.55%0.48%$301.5万2.2万股$242.5万2.2万股+233股+1.05%加仓
好市多COST
0.53%0.51%$290.4万3,104股$260.4万2,613股+491股+18.79%加仓
家得宝HD
0.48%0.39%$265.9万7,540股$200.6万6,099股+1,441股+23.63%加仓
Meta平台META
0.47%0.42%$257.3万4,568股$213.8万3,737股+831股+22.24%加仓
S嘉信·U.S. BROAD MARKET ETFSCHB
0.46%0.43%$253.6万8.8万股$221.0万8.8万股-482股-0.55%减仓
IiShares安硕·7-10YRIEF
0.41%0.46%$223.6万2.4万股$233.0万2.4万股-765股-3.13%减仓
应用材料AMAT
0.4%0.2%$222.3万3,074股$102.3万2,992股+82股+2.74%加仓
林德LIN
0.37%0.18%$203.5万3,921股$91.4万1,843股+2,078股+112.75%加仓
联合健康UNH
0.36%0.27%$196.0万4,716股$135.1万4,995股-279股-5.59%减仓
高盛GS
0.34%0.26%$188.3万1,862股$134.0万1,584股+278股+17.55%加仓
甲骨文ORCL
0.34%0.33%$186.0万1.3万股$167.1万1.1万股+1,329股+11.70%加仓
V先锋领航市政债券基金VTEB
0.33%0.43%$184.5万3.6万股$220.6万4.4万股-7,735股-17.49%减仓
万事达MA
0.33%0.26%$179.6万3,496股$130.9万2,619股+877股+33.49%加仓

🧭 机构资金流板块热力图

净流出 净流入