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PMG Wealth Management, Inc.

分散型投資策略產業集中型趨勢追蹤型

申報總市值

US$1.4億

申報季度: 2026-03-31 · 持股檔數: 59

PMG Wealth Management, Inc.在最新一期 13F 報告中揭露了 59 項持股，申報期為 2026-03-31，總持股市值約為 US$1.4億，季度換手率為 30.5%。

機構性格雪花圖

集中度
16.57
持倉穩定性
30.52
動能／逆勢
100
產業集中度
100
多樣化
100
倉位均衡度
87.88

近期動向

  • 減碼 XLG

    -45.4%　-US$683.2萬

  • 減碼 TOTL

    -93.4%　-US$446.3萬

  • 減碼 IEFA

    -85.9%　-US$394.5萬

  • 加碼 JHML

    +76.8%　US$258.4萬

  • 減碼 OEF

    -1.1%　-US$76.5萬

  • 減碼 MSFT

    -22.4%　-US$79.4萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1VIGVanguard Dividend Apprec ETFETF-其他6.89%-0.17%+1.27%
2BUFRFt Vest Lad Buffervetf-usd IETF-其他6.71%+0.01%+3.22%
3QUALIshares Msci USA Quality FacETF-其他6.36%+0.04%+5.78%
4OEFIshares S&p 100 ETFETF-其他6.12%-0.66%-1.08%
5MINTPimco Enhanced Short MaturitETF-其他6.03%+0.12%+3.73%
6DGRWWisdomtree U.s. Quality DiviETF-其他5.36%-0.16%+0.39%
7RSPInvesco S&p 500 Equal WeightETF-大型股與成長5.12%+0.18%+5.06%
8XLGInvesco S&p 500 Top 50 ETFETF-大型股與成長4.97%-5.09%-45.43%
9FWDAB Disruptors ETFETF-其他4.73%+4.73%NEW
10JHMLJohn Hancock Multi Fact LrgETF-其他4.41%+1.83%+76.75%
11PYLDPimco Multisector Bond ActvETF-其他3.87%+3.87%NEW
12PAVEGlobal X US InfrastructureETF-其他3.50%+0.28%+3.67%
13YEARAB Ultra Short Income ETFETF-其他3.40%+0.35%+13.69%
14FDLFirst Trust Morn Dvd Lead InETF-其他3.00%+0.40%+2.29%
15WTVWisdomtree U.s. Value FundETF-其他2.74%+0.10%+4.17%
16IVLUIshares Msci International VETF-其他2.74%+0.18%+4.15%
17IVVIshares Core S&p 500 ETFETF-大型股與成長2.21%-0.27%-4.96%
18SDVYFirst Trust Smid Cap RisingETF-其他2.00%+2.00%NEW
19USMCPrincipal US Mega-cap ETFETF-其他1.52%-0.16%-1.52%
20SHYIshares 1-3 Year Treasury BoETF-政府公債1.51%-0.17%-8.21%
21REGLPrshrs S&p Mid 400 Dvd AristETF-其他1.33%-0.19%-13.74%
22PDPInvesco Dorsey Wright MomentETF-其他0.85%—-1.42%
23MSFTMicrosoft CORP股票-科技0.84%-0.59%-22.35%
24RDVYFirst Trust Rising DividendETF-其他0.82%-0.03%-0.86%
25SPYGSs Spdr P S&p 500 Growth ETFETF-大型股與成長0.80%-0.09%-0.31%
26USMVIshares Msci USA Min Vol FacETF-其他0.77%—-0.39%
27SPLVInvesco S&p 500 Low VolatiliETF-大型股與成長0.68%——
28XLKSs Technology Select SectorETF-科技型0.66%-0.11%-5.78%
29AAPLApple INC股票-科技0.59%+0.02%+13.31%
30CIBRFirst Trust Nasdaq CybersecuETF-科技型0.57%-0.24%-18.24%
31FVDFirst Trust Value Line DvdETF-其他0.53%—+1.29%
32IEFAIshares Core Msci Eafe ETFETF-其他0.47%-2.90%-85.94%
33AGGIshares Core U.s. AggregateETF-其他0.46%——
34SPYVSs Spdr P S&p 500 Value ETFETF-大型股與成長0.45%—+1.85%
35HDVIshares Core High Dividend EETF-其他0.43%+0.02%-2.42%
36VTIVanguard Total Stock Mkt ETFETF-其他0.43%+0.26%+172.67%
37IUSGIshares Core S&p U.s. GrowthETF-其他0.43%-0.05%-1.44%
38ALAIAlger Ai Enable & Adopt ETFETF-其他0.41%-0.05%-0.50%
39AMZNAmazon.com INC股票-循環性消費0.41%—+5.86%
40SYFIAB Shrt Duration Hgh Yld ETFETF-其他0.40%-0.05%-9.36%
41VOOVanguard S&p 500 ETFETF-大型股與成長0.38%+0.05%+22.86%
42NVDANvidia CORP股票-科技0.37%-0.03%-0.14%
43DVYIshares Select Dividend ETFETF-其他0.37%+0.07%+15.54%
44TAFMAB Tax Aware Inter MuniETF-其他0.34%+0.34%NEW
45XLUSt Sr Utl Sl Se Spdr Etf-usdETF-其他0.29%+0.01%—
46BSVVanguard Short-term Bond ETFETF-其他0.26%-0.12%-30.34%
47PFMInvesco Dividend Achievers EETF-其他0.24%——
48LRGCAB US Lc Strategic Eq ETFETF-其他0.24%——
49TOTLSs Doubleline Tr Tact ETFETF-其他0.22%-3.28%-93.38%
50MDLZMondelez International Inc-a股票-非循環性消費0.21%—-0.48%
1–50 of 59

本季持股變動

PMG Wealth Management, Inc. 在 2026-03-31 最顯著的持倉異動： 新建倉: AB Disruptors ETF (FWD); 新建倉: Pimco Multisector Bond Actv (PYLD); 新建倉: First Trust Smid Cap Rising (SDVY); 新建倉: AB Tax Aware Inter Muni (TAFM); 清倉: American Express Co (AXP).

PMG Wealth Management, Inc. 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1JHMLJohn Hancock Multi Fact Lrg+1.8%+76.75%加碼
2FDLFirst Trust Morn Dvd Lead In+0.4%+2.29%加碼
3YEARAB Ultra Short Income ETF+0.4%+13.69%加碼
4PAVEGlobal X US Infrastructure+0.3%+3.67%加碼
5VTIVanguard Total Stock Mkt ETF+0.3%+172.67%加碼
6RSPInvesco S&p 500 Equal Weight+0.2%+5.06%加碼
7IVLUIshares Msci International V+0.2%+4.15%加碼
8MINTPimco Enhanced Short Maturit+0.1%+3.73%加碼
9WTVWisdomtree U.s. Value Fund+0.1%+4.17%加碼
10DVYIshares Select Dividend ETF+0.1%+15.54%加碼
11VOOVanguard S&p 500 ETF+0.1%+22.86%加碼
12QUALIshares Msci USA Quality Fac0%+5.78%加碼
13HDVIshares Core High Dividend E0%-2.42%減碼
14AAPLApple INC0%+13.31%加碼
15BUFRFt Vest Lad Buffervetf-usd I0%+3.22%加碼
16XLUSt Sr Utl Sl Se Spdr Etf-usd0%—不變
17GOOGLAlphabet Inc-cl A0%-2.85%減碼
18TIPXSs Spdr Bb 1-10yr Tips ETF0%-16.33%減碼
19NVDANvidia CORP0%-0.14%減碼
20SPYSs Spdr S&p 500 ETF Trust-us0%-7.65%減碼
21RDVYFirst Trust Rising Dividend0%-0.86%減碼
22GLDSpdr Gold Shares0%-25.13%減碼
23SYFIAB Shrt Duration Hgh Yld ETF-0.1%-9.36%減碼
24IUSGIshares Core S&p U.s. Growth-0.1%-1.44%減碼
25ALAIAlger Ai Enable & Adopt ETF-0.1%-0.50%減碼
26JPMJpmorgan Chase & Co-0.1%-18.56%減碼
27SPYGSs Spdr P S&p 500 Growth ETF-0.1%-0.31%減碼
28XLKSs Technology Select Sector-0.1%-5.78%減碼
29BSVVanguard Short-term Bond ETF-0.1%-30.34%減碼
30USMCPrincipal US Mega-cap ETF-0.2%-1.52%減碼
31DGRWWisdomtree U.s. Quality Divi-0.2%+0.39%加碼
32SHYIshares 1-3 Year Treasury Bo-0.2%-8.21%減碼
33VIGVanguard Dividend Apprec ETF-0.2%+1.27%加碼
34REGLPrshrs S&p Mid 400 Dvd Arist-0.2%-13.74%減碼
35CIBRFirst Trust Nasdaq Cybersecu-0.2%-18.24%減碼
36IVVIshares Core S&p 500 ETF-0.3%-4.96%減碼
37MSFTMicrosoft CORP-0.6%-22.35%減碼
38OEFIshares S&p 100 ETF-0.7%-1.08%減碼
39IEFAIshares Core Msci Eafe ETF-2.9%-85.94%減碼
40TOTLSs Doubleline Tr Tact ETF-3.3%-93.38%減碼
41XLGInvesco S&p 500 Top 50 ETF-5.1%-45.43%減碼
42FWDAB Disruptors ETF—NEW新建倉
43PYLDPimco Multisector Bond Actv—NEW新建倉
44SDVYFirst Trust Smid Cap Rising—NEW新建倉
45TAFMAB Tax Aware Inter Muni—NEW新建倉
46AXPAmerican Express Co—EXIT清倉
47CATCaterpillar INC—NEW新建倉
48IUSBIshr Cr Unvrse Usd Bd Etf-ui—EXIT清倉
49METAMeta Platforms Inc-class A—EXIT清倉
50DHSWisdomtree US High Dividend—NEW新建倉

FAQ

PMG Wealth Management, Inc. 是什麼機構？屬於哪種投資人類型？
PMG Wealth Management, Inc. 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$1.4億，分佈在 59 個已申報部位之中。
PMG Wealth Management, Inc. 目前前幾大持股有哪些？
根據最新 13F 申報，PMG Wealth Management, Inc. 按市值排列的前幾大持股為： 1. Vanguard Dividend Apprec ETF (VIG) — US$955.3萬 (6.9%) 2. Ft Vest Lad Buffervetf-usd I (BUFR) — US$930.5萬 (6.7%) 3. Ishares Msci USA Quality Fac (QUAL) — US$881.6萬 (6.4%) 4. Ishares S&p 100 ETF (OEF) — US$848.9萬 (6.1%) 5. Pimco Enhanced Short Maturit (MINT) — US$835.9萬 (6.0%)
PMG Wealth Management, Inc. 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，PMG Wealth Management, Inc. 共進行了 49 項顯著調整：新建倉 6 個部位、加碼 16 個既有持股、減碼 24 個部位，並完全清倉 3 個持股。 其中幅度最大的異動：新建倉: AB Disruptors ETF (FWD); 新建倉: Pimco Multisector Bond Actv (PYLD); 新建倉: First Trust Smid Cap Rising (SDVY); 新建倉: AB Tax Aware Inter Muni (TAFM); 清倉: American Express Co (AXP)
PMG Wealth Management, Inc. 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，PMG Wealth Management, Inc. 的主要板塊分佈如下： • Information Technology: 66.4% • Consumer Discretionary: 15.2% • Financials: 6.5% • Communication Services: 6.0% • Industrials: 5.9%