Premier Private Wealth Management LLC
CIK 2056550 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $114.3M
- 持仓
- 60
- 截至
- 2026年6月30日
按 13F 价值排名第 8132（共 9443） · 前 86.1%
投资组合价值同比（季度）：+20.6% 13F不披露现金
- 前十大持仓权重
- 57.84%
- 前二十五大持仓权重
- 87.09%
- 持仓高于 1%
- 24
- 有效持仓数量
- 23.0
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 2.07% 估计买入 $12536771 · 卖出 $2165638
- 新仓位
- 7
- 增加
- 30
- 减少
- 20
- 已结清
- 0
行业细分
Technology
4.0%
Health Care
1.3%
Retail
0.8%
Utilities
0.3%
其他/未映射
93.6%
完整投资组合 60 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SCHD | $9715544 | 8.50% | 306387 | $1253252 | 上涨 ×1 | ||
| QQQM Invesco NASDAQ 100 ETF | $8660328 | 7.58% | 28585 | $2840720 | 上涨 ×1 | ||
| SDY | $8054871 | 7.05% | 52930 | $431817 | 上涨 ×1 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $7841849 | 6.86% | 96741 | $1313845 | 上涨 ×1 | ||
| IEFA | $6688136 | 5.85% | 69250 | $1305306 | 上涨 ×1 | ||
| IMCG | $6392707 | 5.59% | 65033 | $1880062 | 上涨 ×1 | ||
| SPSM | $6179481 | 5.41% | 107152 | $1529152 | 上涨 ×1 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $5172749 | 4.53% | 54097 | $468490 | 上涨 ×1 | ||
| DDWM | $3793343 | 3.32% | 82143 | $292379 | 上涨 ×1 | ||
| LMBS First Trust Low Duration Opportunities ETF | $3618309 | 3.17% | 72686 | $451887 | 上涨 ×1 | ||
| TOTL | $3605263 | 3.15% | 91342 | $-220121 | 下跌 ×1 | ||
| FENI | $3477790 | 3.04% | 86663 | $639268 | 上涨 ×1 | ||
| MUB | $3462781 | 3.03% | 32176 | $2526113 | 上涨 ×1 | ||
| DGS | $3250875 | 2.84% | 50238 | $285202 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $2677629 | 2.34% | 9254 | $368797 | 上涨 ×1 | ||
| XLRE XLRE | $2310956 | 2.02% | 52486 | $186691 | 上涨 ×1 | ||
| XLK XLK | $2171233 | 1.90% | 11396 | $589694 | 下跌 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2150434 | 1.88% | 2920 | $378377 | 下跌 ×1 | ||
| DTCR Global X Data Center & Digital Infrastructure ETF | $2140052 | 1.87% | 70466 | $586294 | 上涨 ×1 | ||
| BND Vanguard Total Bond Market ETF | $2033090 | 1.78% | 27695 | $-64324 | 下跌 ×1 | ||
| SMA SmartStop Self Storage REIT, Inc. Common Stock | $1373504 | 1.20% | 42262 | $-277521 | 下跌 ×1 | ||
| TQQQ ProShares UltraPro QQQ | $1284483 | 1.12% | 15858 | $904518 | 上涨 ×1 | ||
| MCK McKesson Corporation Common Stock | $1252029 | 1.10% | 1657 | $-180142 | 上涨 ×1 | ||
| SGOL | $1216440 | 1.06% | 31819 | $-291627 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1019662 | 0.89% | 2734 | $28900 | 上涨 ×1 | ||
| BIL | $1002779 | 0.88% | 10943 | $-558729 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $928811 | 0.81% | 3897 | $200699 | 上涨 ×1 | ||
| XAR | $858465 | 0.75% | 3025 | $101351 | 上涨 ×1 | ||
| HYMB | $855064 | 0.75% | 33611 | $418435 | 上涨 ×1 | ||
| SKOR FlexShares Credit-Scored US Corporate Bond Index Fund | $769456 | 0.67% | 15852 | $261328 | 上涨 ×1 | ||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $660618 | 0.58% | 15313 | $101769 | 上涨 ×1 | ||
| SPYM | $631066 | 0.55% | 7181 | $-6971 | 下跌 ×1 | ||
| BRKB | $504894 | 0.44% | 1009 | $72176 | 上涨 ×1 | ||
| BILS | $426738 | 0.37% | 4294 | $-40033 | 下跌 ×1 | ||
| XLF XLF | $425610 | 0.37% | 7939 | $15987 | 下跌 ×1 | ||
| HDV | $417016 | 0.36% | 15214 | $-24888 | 上涨 ×1 | ||
| QYLD Global X NASDAQ 100 Covered Call ETF | $414528 | 0.36% | 22492 | $-94570 | 下跌 ×1 | ||
| XLE XLE | $409797 | 0.36% | 7716 | $-146689 | 下跌 ×1 | ||
| AOR | $407826 | 0.36% | 5868 | $22498 | 下跌 ×1 | ||
| VTI | $374480 | 0.33% | 1012 | 上涨 ×1 | |||
| SCHK | $372644 | 0.33% | 10334 | $444 | 下跌 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $360813 | 0.32% | 1803 | $93632 | 上涨 ×1 | ||
| PSMJ | $348059 | 0.30% | 10290 | $20491 | |||
| PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $340007 | 0.30% | 21411 | 上涨 ×1 | |||
| AOM | $324939 | 0.28% | 6513 | $-69856 | 下跌 ×1 | ||
| SPY SPY | $320364 | 0.28% | 429 | 上涨 ×1 | |||
| PCOR Procore Technologies, Inc. Common Stock | $311352 | 0.27% | 7665 | $-125553 | |||
| XLP XLP | $300630 | 0.26% | 3619 | $-114189 | 下跌 ×1 | ||
| AOA | $296921 | 0.26% | 3042 | $14288 | 下跌 ×1 | ||
| JEPI | $294826 | 0.26% | 5220 | 上涨 ×1 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $289742 | 0.25% | 2289 | $18696 | 上涨 ×1 | ||
| HYG | $278216 | 0.24% | 3479 | $52584 | 上涨 ×1 | ||
| SPDW | $271854 | 0.24% | 5395 | $11969 | 下跌 ×1 | ||
| SOXX SOXX | $263352 | 0.23% | 411 | 上涨 ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $251582 | 0.22% | 666 | $49162 | 上涨 ×1 | ||
| STRV Strive 500 ETF | $221262 | 0.19% | 4581 | 上涨 ×1 | |||
| JNJ Johnson & Johnson Common Stock | $211049 | 0.18% | 831 | $6697 | 下跌 ×1 | ||
| IWM | $208212 | 0.18% | 693 | 上涨 ×1 | |||
| GLD | $204819 | 0.18% | 556 | $-34422 | |||
| XLC XLC | $200440 | 0.18% | 1871 | $-8975 | 下跌 ×1 | ||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。