Premier Private Wealth Management LLC
CIK 2056550 · SEC EDGAR에서 보기 ↗
- 포트폴리오 가치
- $114.3M
- 포지션
- 60
- 기준일
- 2026년 6월 30일
13F 가치 기준 9,443개 중 #8,132위 · 상위 86.1%
포트폴리오 가치 분기별: +20.6% 13F는 현금을 공개하지 않습니다
- 상위 10개 보유 비중
- 57.84%
- 상위 25개 보유 비중
- 87.09%
- 1% 초과 포지션
- 24
- 유효 포지션 수
- 23.0
13F 장기 주식 보유분만 기준 (현금, 채권, 공매도 미공개)
회전율 Q2 2026: 2.07% 추정 매수 $12,536,771 · 매도 $2,165,638
- 신규 포지션
- 7
- 증가함
- 30
- 감소
- 20
- 종료
- 0
이 페이지에서
섹터별 비중
Technology
4.0%
Health Care
1.3%
Retail
0.8%
Utilities
0.3%
기타/미분류
93.6%
전체 포트폴리오 60 포지션
| 유형 | 연속 | 8분기 추세 | |||||
|---|---|---|---|---|---|---|---|
| SCHD | $9,715,544 | 8.50% | 306,387 | $1,253,252 | 상승 ×1 | ||
| QQQM Invesco NASDAQ 100 ETF | $8,660,328 | 7.58% | 28,585 | $2,840,720 | 상승 ×1 | ||
| SDY | $8,054,871 | 7.05% | 52,930 | $431,817 | 상승 ×1 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $7,841,849 | 6.86% | 96,741 | $1,313,845 | 상승 ×1 | ||
| IEFA | $6,688,136 | 5.85% | 69,250 | $1,305,306 | 상승 ×1 | ||
| IMCG | $6,392,707 | 5.59% | 65,033 | $1,880,062 | 상승 ×1 | ||
| SPSM | $6,179,481 | 5.41% | 107,152 | $1,529,152 | 상승 ×1 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $5,172,749 | 4.53% | 54,097 | $468,490 | 상승 ×1 | ||
| DDWM | $3,793,343 | 3.32% | 82,143 | $292,379 | 상승 ×1 | ||
| LMBS First Trust Low Duration Opportunities ETF | $3,618,309 | 3.17% | 72,686 | $451,887 | 상승 ×1 | ||
| TOTL | $3,605,263 | 3.15% | 91,342 | $-220,121 | 하락 ×1 | ||
| FENI | $3,477,790 | 3.04% | 86,663 | $639,268 | 상승 ×1 | ||
| MUB | $3,462,781 | 3.03% | 32,176 | $2,526,113 | 상승 ×1 | ||
| DGS | $3,250,875 | 2.84% | 50,238 | $285,202 | 상승 ×1 | ||
| AAPL Apple Inc. - Common Stock | $2,677,629 | 2.34% | 9,254 | $368,797 | 상승 ×1 | ||
| XLRE XLRE | $2,310,956 | 2.02% | 52,486 | $186,691 | 상승 ×1 | ||
| XLK XLK | $2,171,233 | 1.90% | 11,396 | $589,694 | 하락 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2,150,434 | 1.88% | 2,920 | $378,377 | 하락 ×1 | ||
| DTCR Global X Data Center & Digital Infrastructure ETF | $2,140,052 | 1.87% | 70,466 | $586,294 | 상승 ×1 | ||
| BND Vanguard Total Bond Market ETF | $2,033,090 | 1.78% | 27,695 | $-64,324 | 하락 ×1 | ||
| SMA SmartStop Self Storage REIT, Inc. Common Stock | $1,373,504 | 1.20% | 42,262 | $-277,521 | 하락 ×1 | ||
| TQQQ ProShares UltraPro QQQ | $1,284,483 | 1.12% | 15,858 | $904,518 | 상승 ×1 | ||
| MCK McKesson Corporation Common Stock | $1,252,029 | 1.10% | 1,657 | $-180,142 | 상승 ×1 | ||
| SGOL | $1,216,440 | 1.06% | 31,819 | $-291,627 | 하락 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1,019,662 | 0.89% | 2,734 | $28,900 | 상승 ×1 | ||
| BIL | $1,002,779 | 0.88% | 10,943 | $-558,729 | 하락 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $928,811 | 0.81% | 3,897 | $200,699 | 상승 ×1 | ||
| XAR | $858,465 | 0.75% | 3,025 | $101,351 | 상승 ×1 | ||
| HYMB | $855,064 | 0.75% | 33,611 | $418,435 | 상승 ×1 | ||
| SKOR FlexShares Credit-Scored US Corporate Bond Index Fund | $769,456 | 0.67% | 15,852 | $261,328 | 상승 ×1 | ||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $660,618 | 0.58% | 15,313 | $101,769 | 상승 ×1 | ||
| SPYM | $631,066 | 0.55% | 7,181 | $-6,971 | 하락 ×1 | ||
| BRKB | $504,894 | 0.44% | 1,009 | $72,176 | 상승 ×1 | ||
| BILS | $426,738 | 0.37% | 4,294 | $-40,033 | 하락 ×1 | ||
| XLF XLF | $425,610 | 0.37% | 7,939 | $15,987 | 하락 ×1 | ||
| HDV | $417,016 | 0.36% | 15,214 | $-24,888 | 상승 ×1 | ||
| QYLD Global X NASDAQ 100 Covered Call ETF | $414,528 | 0.36% | 22,492 | $-94,570 | 하락 ×1 | ||
| XLE XLE | $409,797 | 0.36% | 7,716 | $-146,689 | 하락 ×1 | ||
| AOR | $407,826 | 0.36% | 5,868 | $22,498 | 하락 ×1 | ||
| VTI | $374,480 | 0.33% | 1,012 | 상승 ×1 | |||
| SCHK | $372,644 | 0.33% | 10,334 | $444 | 하락 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $360,813 | 0.32% | 1,803 | $93,632 | 상승 ×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 | 상승 ×1 | |||
| AOM | $324,939 | 0.28% | 6,513 | $-69,856 | 하락 ×1 | ||
| SPY SPY | $320,364 | 0.28% | 429 | 상승 ×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 | 하락 ×1 | ||
| AOA | $296,921 | 0.26% | 3,042 | $14,288 | 하락 ×1 | ||
| JEPI | $294,826 | 0.26% | 5,220 | 상승 ×1 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $289,742 | 0.25% | 2,289 | $18,696 | 상승 ×1 | ||
| HYG | $278,216 | 0.24% | 3,479 | $52,584 | 상승 ×1 | ||
| SPDW | $271,854 | 0.24% | 5,395 | $11,969 | 하락 ×1 | ||
| SOXX SOXX | $263,352 | 0.23% | 411 | 상승 ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $251,582 | 0.22% | 666 | $49,162 | 상승 ×1 | ||
| STRV Strive 500 ETF | $221,262 | 0.19% | 4,581 | 상승 ×1 | |||
| JNJ Johnson & Johnson Common Stock | $211,049 | 0.18% | 831 | $6,697 | 하락 ×1 | ||
| IWM | $208,212 | 0.18% | 693 | 상승 ×1 | |||
| GLD | $204,819 | 0.18% | 556 | $-34,422 | |||
| XLC XLC | $200,440 | 0.18% | 1,871 | $-8,975 | 하락 ×1 | ||
| 일치하는 항목 없음 | |||||||
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