Premier Private Wealth Management LLC
CIK 2056550 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $114.3M
- ポジション
- 60
- 時点
- 2026年6月30日
13F価値別で9,443件中 #8,132 位 · 86.1% トップ
ポートフォリオ価値 前期比: +20.6% 13Fは現金を公開しない
- 上位10銘柄のウェイト
- 57.84%
- 上位25銘柄のウェイト
- 87.09%
- 1%超のポジション
- 24
- 実効ポジション数
- 23.0
13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）
ターオーバー Q2 2026: 2.07% 推定買付額 $12,536,771 · 推定売付額 $2,165,638
- 新規ポジション
- 7
- 増加
- 30
- 減少
- 20
- クローズ
- 0
このページについて
セクター別内訳
Technology
4.0%
Health Care
1.3%
Retail
0.8%
Utilities
0.3%
その他/マッピングなし
93.6%
ポートフォリオ全体 60 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| SCHD | $9,715,544 | 8.50% | 306,387 | $1,253,252 | 上昇 ×1 | ||
| QQQM Invesco NASDAQ 100 ETF | $8,660,328 | 7.58% | 28,585 | $2,840,720 | 上昇 ×1 | ||
| SDY | $8,054,871 | 7.05% | 52,930 | $431,817 | 上昇 ×1 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $7,841,849 | 6.86% | 96,741 | $1,313,845 | 上昇 ×1 | ||
| IEFA | $6,688,136 | 5.85% | 69,250 | $1,305,306 | 上昇 ×1 | ||
| IMCG | $6,392,707 | 5.59% | 65,033 | $1,880,062 | 上昇 ×1 | ||
| SPSM | $6,179,481 | 5.41% | 107,152 | $1,529,152 | 上昇 ×1 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $5,172,749 | 4.53% | 54,097 | $468,490 | 上昇 ×1 | ||
| DDWM | $3,793,343 | 3.32% | 82,143 | $292,379 | 上昇 ×1 | ||
| LMBS First Trust Low Duration Opportunities ETF | $3,618,309 | 3.17% | 72,686 | $451,887 | 上昇 ×1 | ||
| TOTL | $3,605,263 | 3.15% | 91,342 | $-220,121 | 下落 ×1 | ||
| FENI | $3,477,790 | 3.04% | 86,663 | $639,268 | 上昇 ×1 | ||
| MUB | $3,462,781 | 3.03% | 32,176 | $2,526,113 | 上昇 ×1 | ||
| DGS | $3,250,875 | 2.84% | 50,238 | $285,202 | 上昇 ×1 | ||
| AAPL Apple Inc. - Common Stock | $2,677,629 | 2.34% | 9,254 | $368,797 | 上昇 ×1 | ||
| XLRE XLRE | $2,310,956 | 2.02% | 52,486 | $186,691 | 上昇 ×1 | ||
| XLK XLK | $2,171,233 | 1.90% | 11,396 | $589,694 | 下落 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2,150,434 | 1.88% | 2,920 | $378,377 | 下落 ×1 | ||
| DTCR Global X Data Center & Digital Infrastructure ETF | $2,140,052 | 1.87% | 70,466 | $586,294 | 上昇 ×1 | ||
| BND Vanguard Total Bond Market ETF | $2,033,090 | 1.78% | 27,695 | $-64,324 | 下落 ×1 | ||
| SMA SmartStop Self Storage REIT, Inc. Common Stock | $1,373,504 | 1.20% | 42,262 | $-277,521 | 下落 ×1 | ||
| TQQQ ProShares UltraPro QQQ | $1,284,483 | 1.12% | 15,858 | $904,518 | 上昇 ×1 | ||
| MCK McKesson Corporation Common Stock | $1,252,029 | 1.10% | 1,657 | $-180,142 | 上昇 ×1 | ||
| SGOL | $1,216,440 | 1.06% | 31,819 | $-291,627 | 下落 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1,019,662 | 0.89% | 2,734 | $28,900 | 上昇 ×1 | ||
| BIL | $1,002,779 | 0.88% | 10,943 | $-558,729 | 下落 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $928,811 | 0.81% | 3,897 | $200,699 | 上昇 ×1 | ||
| XAR | $858,465 | 0.75% | 3,025 | $101,351 | 上昇 ×1 | ||
| HYMB | $855,064 | 0.75% | 33,611 | $418,435 | 上昇 ×1 | ||
| SKOR FlexShares Credit-Scored US Corporate Bond Index Fund | $769,456 | 0.67% | 15,852 | $261,328 | 上昇 ×1 | ||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $660,618 | 0.58% | 15,313 | $101,769 | 上昇 ×1 | ||
| SPYM | $631,066 | 0.55% | 7,181 | $-6,971 | 下落 ×1 | ||
| BRKB | $504,894 | 0.44% | 1,009 | $72,176 | 上昇 ×1 | ||
| BILS | $426,738 | 0.37% | 4,294 | $-40,033 | 下落 ×1 | ||
| XLF XLF | $425,610 | 0.37% | 7,939 | $15,987 | 下落 ×1 | ||
| HDV | $417,016 | 0.36% | 15,214 | $-24,888 | 上昇 ×1 | ||
| QYLD Global X NASDAQ 100 Covered Call ETF | $414,528 | 0.36% | 22,492 | $-94,570 | 下落 ×1 | ||
| XLE XLE | $409,797 | 0.36% | 7,716 | $-146,689 | 下落 ×1 | ||
| AOR | $407,826 | 0.36% | 5,868 | $22,498 | 下落 ×1 | ||
| VTI | $374,480 | 0.33% | 1,012 | 上昇 ×1 | |||
| SCHK | $372,644 | 0.33% | 10,334 | $444 | 下落 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $360,813 | 0.32% | 1,803 | $93,632 | 上昇 ×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 | 上昇 ×1 | |||
| AOM | $324,939 | 0.28% | 6,513 | $-69,856 | 下落 ×1 | ||
| SPY SPY | $320,364 | 0.28% | 429 | 上昇 ×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 | 下落 ×1 | ||
| AOA | $296,921 | 0.26% | 3,042 | $14,288 | 下落 ×1 | ||
| JEPI | $294,826 | 0.26% | 5,220 | 上昇 ×1 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $289,742 | 0.25% | 2,289 | $18,696 | 上昇 ×1 | ||
| HYG | $278,216 | 0.24% | 3,479 | $52,584 | 上昇 ×1 | ||
| SPDW | $271,854 | 0.24% | 5,395 | $11,969 | 下落 ×1 | ||
| SOXX SOXX | $263,352 | 0.23% | 411 | 上昇 ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $251,582 | 0.22% | 666 | $49,162 | 上昇 ×1 | ||
| STRV Strive 500 ETF | $221,262 | 0.19% | 4,581 | 上昇 ×1 | |||
| JNJ Johnson & Johnson Common Stock | $211,049 | 0.18% | 831 | $6,697 | 下落 ×1 | ||
| IWM | $208,212 | 0.18% | 693 | 上昇 ×1 | |||
| GLD | $204,819 | 0.18% | 556 | $-34,422 | |||
| XLC XLC | $200,440 | 0.18% | 1,871 | $-8,975 | 下落 ×1 | ||
| 一致なし | |||||||
最大の新規投資
今四半期に新規開設されたポジション、大きい順。