Premier Private Wealth Management LLC
CIK 2056550 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $114.3M
- Posisi
- 60
- Per tanggal
- 30 Juni 2026
#8.132 dari 9.443 berdasarkan nilai 13F · top 86.1%
Nilai portofolio QoQ: +20.6% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 57,84%
- Bobot 25 kepemilikan teratas
- 87,09%
- Posisi di atas 1%
- 24
- Jumlah posisi efektif
- 23,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 2,07% Perkiraan pembelian $12.536.771 · penjualan $2.165.638
- Posisi baru
- 7
- Meningkat
- 30
- Menurun
- 20
- Tertutup
- 0
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
Rincian sektor
Technology
4,0%
Health Care
1,3%
Retail
0,8%
Utilities
0,3%
Lainnya/Tidak terpetakan
93,6%
Portofolio lengkap 60 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SCHD | $9.715.544 | 8,50% | 306.387 | $1.253.252 | Naik ×1 | ||
| QQQM Invesco NASDAQ 100 ETF | $8.660.328 | 7,58% | 28.585 | $2.840.720 | Naik ×1 | ||
| SDY | $8.054.871 | 7,05% | 52.930 | $431.817 | Naik ×1 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $7.841.849 | 6,86% | 96.741 | $1.313.845 | Naik ×1 | ||
| IEFA | $6.688.136 | 5,85% | 69.250 | $1.305.306 | Naik ×1 | ||
| IMCG | $6.392.707 | 5,59% | 65.033 | $1.880.062 | Naik ×1 | ||
| SPSM | $6.179.481 | 5,41% | 107.152 | $1.529.152 | Naik ×1 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $5.172.749 | 4,53% | 54.097 | $468.490 | Naik ×1 | ||
| DDWM | $3.793.343 | 3,32% | 82.143 | $292.379 | Naik ×1 | ||
| LMBS First Trust Low Duration Opportunities ETF | $3.618.309 | 3,17% | 72.686 | $451.887 | Naik ×1 | ||
| TOTL | $3.605.263 | 3,15% | 91.342 | $-220.121 | Turun ×1 | ||
| FENI | $3.477.790 | 3,04% | 86.663 | $639.268 | Naik ×1 | ||
| MUB | $3.462.781 | 3,03% | 32.176 | $2.526.113 | Naik ×1 | ||
| DGS | $3.250.875 | 2,84% | 50.238 | $285.202 | Naik ×1 | ||
| AAPL Apple Inc. - Common Stock | $2.677.629 | 2,34% | 9.254 | $368.797 | Naik ×1 | ||
| XLRE XLRE | $2.310.956 | 2,02% | 52.486 | $186.691 | Naik ×1 | ||
| XLK XLK | $2.171.233 | 1,90% | 11.396 | $589.694 | Turun ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2.150.434 | 1,88% | 2.920 | $378.377 | Turun ×1 | ||
| DTCR Global X Data Center & Digital Infrastructure ETF | $2.140.052 | 1,87% | 70.466 | $586.294 | Naik ×1 | ||
| BND Vanguard Total Bond Market ETF | $2.033.090 | 1,78% | 27.695 | $-64.324 | Turun ×1 | ||
| SMA SmartStop Self Storage REIT, Inc. Common Stock | $1.373.504 | 1,20% | 42.262 | $-277.521 | Turun ×1 | ||
| TQQQ ProShares UltraPro QQQ | $1.284.483 | 1,12% | 15.858 | $904.518 | Naik ×1 | ||
| MCK McKesson Corporation Common Stock | $1.252.029 | 1,10% | 1.657 | $-180.142 | Naik ×1 | ||
| SGOL | $1.216.440 | 1,06% | 31.819 | $-291.627 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1.019.662 | 0,89% | 2.734 | $28.900 | Naik ×1 | ||
| BIL | $1.002.779 | 0,88% | 10.943 | $-558.729 | Turun ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $928.811 | 0,81% | 3.897 | $200.699 | Naik ×1 | ||
| XAR | $858.465 | 0,75% | 3.025 | $101.351 | Naik ×1 | ||
| HYMB | $855.064 | 0,75% | 33.611 | $418.435 | Naik ×1 | ||
| SKOR FlexShares Credit-Scored US Corporate Bond Index Fund | $769.456 | 0,67% | 15.852 | $261.328 | Naik ×1 | ||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $660.618 | 0,58% | 15.313 | $101.769 | Naik ×1 | ||
| SPYM | $631.066 | 0,55% | 7.181 | $-6.971 | Turun ×1 | ||
| BRKB | $504.894 | 0,44% | 1.009 | $72.176 | Naik ×1 | ||
| BILS | $426.738 | 0,37% | 4.294 | $-40.033 | Turun ×1 | ||
| XLF XLF | $425.610 | 0,37% | 7.939 | $15.987 | Turun ×1 | ||
| HDV | $417.016 | 0,36% | 15.214 | $-24.888 | Naik ×1 | ||
| QYLD Global X NASDAQ 100 Covered Call ETF | $414.528 | 0,36% | 22.492 | $-94.570 | Turun ×1 | ||
| XLE XLE | $409.797 | 0,36% | 7.716 | $-146.689 | Turun ×1 | ||
| AOR | $407.826 | 0,36% | 5.868 | $22.498 | Turun ×1 | ||
| VTI | $374.480 | 0,33% | 1.012 | Naik ×1 | |||
| SCHK | $372.644 | 0,33% | 10.334 | $444 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $360.813 | 0,32% | 1.803 | $93.632 | Naik ×1 | ||
| PSMJ | $348.059 | 0,30% | 10.290 | $20.491 | |||
| PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $340.007 | 0,30% | 21.411 | Naik ×1 | |||
| AOM | $324.939 | 0,28% | 6.513 | $-69.856 | Turun ×1 | ||
| SPY SPY | $320.364 | 0,28% | 429 | Naik ×1 | |||
| PCOR Procore Technologies, Inc. Common Stock | $311.352 | 0,27% | 7.665 | $-125.553 | |||
| XLP XLP | $300.630 | 0,26% | 3.619 | $-114.189 | Turun ×1 | ||
| AOA | $296.921 | 0,26% | 3.042 | $14.288 | Turun ×1 | ||
| JEPI | $294.826 | 0,26% | 5.220 | Naik ×1 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $289.742 | 0,25% | 2.289 | $18.696 | Naik ×1 | ||
| HYG | $278.216 | 0,24% | 3.479 | $52.584 | Naik ×1 | ||
| SPDW | $271.854 | 0,24% | 5.395 | $11.969 | Turun ×1 | ||
| SOXX SOXX | $263.352 | 0,23% | 411 | Naik ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $251.582 | 0,22% | 666 | $49.162 | Naik ×1 | ||
| STRV Strive 500 ETF | $221.262 | 0,19% | 4.581 | Naik ×1 | |||
| JNJ Johnson & Johnson Common Stock | $211.049 | 0,18% | 831 | $6.697 | Turun ×1 | ||
| IWM | $208.212 | 0,18% | 693 | Naik ×1 | |||
| GLD | $204.819 | 0,18% | 556 | $-34.422 | |||
| XLC XLC | $200.440 | 0,18% | 1.871 | $-8.975 | Turun ×1 | ||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| QQQM | Beli lebih banyak | +4K | +$2.8M |
| MUB | Beli lebih banyak | +23K | +$2.5M |
| IMCG | Beli lebih banyak | +8K | +$1.9M |
| SPSM | Beli lebih banyak | +11K | +$1.5M |
| RDVY | Beli lebih banyak | +1K | +$1.3M |
| IEFA | Beli lebih banyak | +10K | +$1.3M |
| SCHD | Beli lebih banyak | +31K | +$1.3M |
| TQQQ | Beli lebih banyak | +7K | +$905K |
| FENI | Beli lebih banyak | +10K | +$639K |
| XLK | Dipangkas | -504 | +$590K |