Calamos Wealth Management LLC
NAPERVILLE IL · SEC CIK 0001455258
$33.13亿2026Q2 申报市值
463持仓数
40.8%前十大占比 · 第一大 7.1%
51 / 138新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CALAMOS ETF TR 加仓+$2,095.87万
AMD 加仓+$1,780.08万
STX 加仓+$1,422.51万
UNH 加仓+$1,241.57万
CMI 新建仓+$838.59万
2026Q2 卖出最多 按季末市值估算
GOOGL 减仓-$2,495.80万
AVGO 减仓-$1,231.66万
ZBRA 清仓-$905.30万
IQV 清仓-$868.49万
AMZN 减仓-$868.15万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2.35亿 | 7.09% | 811,808 | -7,088 | -0.9% | -$205.10万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.92亿 | 5.78% | 957,122 | -19,287 | -2.0% | -$385.91万 | 减仓 |
| IVV | ISHARES TR | $1.91亿 | 5.76% | 254,836 | -4,095 | -1.6% | -$306.67万 | 减仓 |
| IVW | ISHARES TR | $1.58亿 | 4.76% | 1,147,615 | 21,036 | 1.9% | $289.31万 | 加仓 |
| IVE | ISHARES TR | $1.38亿 | 4.16% | 606,356 | 10,003 | 1.7% | $227.13万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.06亿 | 3.19% | 283,321 | -8,968 | -3.1% | -$334.52万 | 减仓 |
| GOOGL | ALPHABET INC | $1.02亿 | 3.09% | 286,596 | -69,838 | -19.6% | -$2,495.80万 | 减仓 |
| AMZN | AMAZON COM INC | $8,228.59万 | 2.48% | 345,246 | -36,425 | -9.5% | -$868.15万 | 减仓 |
| ACWX | ISHARES TR | $7,905.10万 | 2.39% | 1,038,642 | 5,057 | 0.5% | $38.49万 | 加仓 |
| IWV | ISHARES TR | $6,972.75万 | 2.10% | 163,526 | 9,606 | 6.2% | $409.60万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $6,318.68万 | 1.91% | 1,349,050 | 75,481 | 5.9% | $353.54万 | 加仓 |
| AVGO | BROADCOM INC | $6,116.58万 | 1.85% | 161,921 | -32,605 | -16.8% | -$1,231.66万 | 减仓 |
| AMAT | APPLIED MATLS INC | $5,416.65万 | 1.64% | 74,919 | 5,400 | 7.8% | $390.42万 | 加仓 |
| CAIE | CALAMOS ETF TR | $5,183.23万 | 1.56% | 1,904,900 | 275,374 | 16.9% | $749.29万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $5,134.50万 | 1.55% | 1,063,263 | 51,632 | 5.1% | $249.33万 | 加仓 |
| META | META PLATFORMS INC | $4,609.33万 | 1.39% | 81,829 | 1,610 | 2.0% | $90.69万 | 加仓 |
| IJR | ISHARES TR | $4,510.03万 | 1.36% | 304,095 | 3,138 | 1.0% | $46.54万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,870.51万 | 1.17% | 51,830 | -8,069 | -13.5% | -$602.57万 | 减仓 |
| LLY | ELI LILLY & CO | $3,739.52万 | 1.13% | 31,177 | -115 | -0.4% | -$13.79万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $3,502.71万 | 1.06% | 872,840 | 104,298 | 13.6% | $418.55万 | 加仓 |
| — | CALAMOS ETF TR | $3,372.38万 | 1.02% | 1,256,006 | 780,583 | 164.2% | $2,095.87万 | 加仓 |
| V | VISA INC | $3,110.52万 | 0.94% | 90,662 | -3,011 | -3.2% | -$103.30万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,000.04万 | 0.91% | 118,126 | -2,826 | -2.3% | -$71.77万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,807.59万 | 0.85% | 85,773 | -4,133 | -4.6% | -$135.28万 | 减仓 |
| TSLA | TESLA INC | $2,497.06万 | 0.75% | 59,369 | 14,045 | 31.0% | $590.73万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,452.15万 | 0.74% | 51,346 | 3,572 | 7.5% | $170.59万 | 加仓 |
| GOOG | ALPHABET INC | $2,258.25万 | 0.68% | 63,913 | -13,884 | -17.8% | -$490.57万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,135.66万 | 0.64% | 36,764 | 30,643 | 500.6% | $1,780.08万 | 加仓 |
| CAT | CATERPILLAR INC | $2,109.04万 | 0.64% | 19,805 | 5,570 | 39.1% | $593.15万 | 加仓 |
| SO | SOUTHERN CO | $2,102.21万 | 0.63% | 219,644 | -4,371 | -2.0% | -$41.83万 | 减仓 |
| HD | HOME DEPOT INC | $2,101.09万 | 0.63% | 59,575 | -641 | -1.1% | -$22.61万 | 减仓 |
| DDOG | DATADOG INC | $2,082.52万 | 0.63% | 79,986 | -18,273 | -18.6% | -$475.76万 | 减仓 |
| BA | BOEING CO | $2,082.05万 | 0.63% | 96,182 | -1,883 | -1.9% | -$40.76万 | 减仓 |
| WMT | WALMART INC | $2,060.12万 | 0.62% | 181,893 | -6,536 | -3.5% | -$74.03万 | 减仓 |
| CB | CHUBB LIMITED | $1,924.91万 | 0.58% | 56,492 | -986 | -1.7% | -$33.60万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,900.67万 | 0.57% | 43,862 | -1,682 | -3.7% | -$72.89万 | 减仓 |
| EFA | ISHARES TR | $1,877.38万 | 0.57% | 180,726 | -401 | -0.2% | -$4.17万 | 减仓 |
| PLD | PROLOGIS INC. | $1,860.95万 | 0.56% | 137,370 | -3,161 | -2.2% | -$42.82万 | 减仓 |
| MS | MORGAN STANLEY | $1,835.14万 | 0.55% | 87,789 | -2,092 | -2.3% | -$43.73万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,796.07万 | 0.54% | 53,099 | -512 | -1.0% | -$17.32万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,776.57万 | 0.54% | 15,391 | 6,211 | 67.7% | $716.93万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,745.45万 | 0.53% | 58,558 | -646 | -1.1% | -$19.26万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,692.69万 | 0.51% | 22,986 | 3,476 | 17.8% | $255.97万 | 加仓 |
| LIN | LINDE PLC | $1,686.92万 | 0.51% | 32,507 | -895 | -2.7% | -$46.45万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,681.44万 | 0.51% | 40,455 | 29,872 | 282.3% | $1,241.57万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,663.76万 | 0.50% | 100,372 | -25,377 | -20.2% | -$420.65万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1,641.31万 | 0.50% | 96,616 | -27,995 | -22.5% | -$475.58万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1,623.29万 | 0.49% | 47,601 | 1,441 | 3.1% | $49.14万 | 加仓 |
| DE | DEERE & CO | $1,587.41万 | 0.48% | 25,025 | -685 | -2.7% | -$43.45万 | 减仓 |
| NFLX | NETFLIX INC. | $1,502.24万 | 0.45% | 210,398 | -65,036 | -23.6% | -$464.36万 | 减仓 |
| WFC | WELLS FARGO & CO | $1,492.69万 | 0.45% | 180,625 | 729 | 0.4% | $6.02万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,479.73万 | 0.45% | 15,334 | 14,741 | 2,485.8% | $1,422.51万 | 加仓 |
| WM | WASTE MGMT INC DEL | $1,458.51万 | 0.44% | 65,439 | -2,906 | -4.3% | -$64.77万 | 减仓 |
| TJX | TJX COS INC NEW | $1,430.51万 | 0.43% | 94,423 | -3,981 | -4.0% | -$60.31万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1,420.96万 | 0.43% | 44,750 | -1,057 | -2.3% | -$33.56万 | 减仓 |
| ABNB | AIRBNB INC | $1,420.60万 | 0.43% | 99,273 | -2,261 | -2.2% | -$32.35万 | 减仓 |
| AGG | ISHARES TR | $1,410.49万 | 0.43% | 142,503 | -852 | -0.6% | -$8.43万 | 减仓 |
| BIL | SPDR SERIES TRUST | $1,381.11万 | 0.42% | 150,710 | 21,672 | 16.8% | $198.60万 | 加仓 |
| SYK | STRYKER CORPORATION | $1,380.33万 | 0.42% | 43,842 | -1,939 | -4.2% | -$61.05万 | 减仓 |
| INTC | INTEL CORP | $1,371.47万 | 0.41% | 98,222 | 54,966 | 127.1% | $767.49万 | 加仓 |
| ETN | EATON CORP PLC | $1,280.03万 | 0.39% | 30,039 | -1,080 | -3.5% | -$46.02万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $1,261.93万 | 0.38% | 36,650 | -1,233 | -3.3% | -$42.45万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1,217.05万 | 0.37% | 83,297 | 27,982 | 50.6% | $408.85万 | 加仓 |
| UNP | UNION PAC CORP | $1,215.79万 | 0.37% | 44,698 | 1,077 | 2.5% | $29.29万 | 加仓 |
| DASH | DOORDASH INC | $1,214.17万 | 0.37% | 65,798 | -2,307 | -3.4% | -$42.57万 | 减仓 |
| SNOW | SNOWFLAKE INC | $1,206.38万 | 0.36% | 47,402 | -3,179 | -6.3% | -$80.91万 | 减仓 |
| DHR | DANAHER CORP DEL | $1,202.60万 | 0.36% | 63,135 | -2,358 | -3.6% | -$44.92万 | 减仓 |
| MCO | MOODYS CORP | $1,088.28万 | 0.33% | 24,028 | -168 | -0.7% | -$7.61万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,065.01万 | 0.32% | 15,507 | 1,445 | 10.3% | $99.24万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $1,059.52万 | 0.32% | 188,964 | 110,548 | 141.0% | $619.84万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $999.78万 | 0.30% | 138,551 | -7,341 | -5.0% | -$52.97万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $993.21万 | 0.30% | 24,975 | -2,000 | -7.4% | -$79.54万 | 减仓 |
| ASML | ASML HLDG NV | $967.27万 | 0.29% | 4,862 | 207 | 4.4% | $41.18万 | 加仓 |
| EWY | ISHARES INC | $962.84万 | 0.29% | 47,689 | -1,142 | -2.3% | -$23.06万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $930.78万 | 0.28% | 18,601 | 1,861 | 11.1% | $93.12万 | 加仓 |
| PEP | PEPSICO INC | $909.02万 | 0.27% | 67,136 | -1,241 | -1.8% | -$16.80万 | 减仓 |
| USMV | ISHARES TR | $892.33万 | 0.27% | 92,508 | -303 | -0.3% | -$2.92万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $891.47万 | 0.27% | 101,569 | -3,601 | -3.4% | -$31.61万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $888.23万 | 0.27% | 9,495 | -204 | -2.1% | -$19.08万 | 减仓 |
| IEFA | ISHARES TR | $888.13万 | 0.27% | 91,958 | -15,586 | -14.5% | -$150.53万 | 减仓 |
| KLAC | KLA CORP 看跌期权 | $883.45万 | 0.27% | 6,000 | 6,000 | — | $883.45万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $880.36万 | 0.27% | 23,791 | 1,844 | 8.4% | $68.24万 | 加仓 |
| SNPS | SYNOPSYS INC | $874.48万 | 0.26% | 19,604 | -850 | -4.2% | -$37.92万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $864.42万 | 0.26% | 8,547 | 1,155 | 15.6% | $116.81万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $862.67万 | 0.26% | 33,098 | -3,016 | -8.4% | -$78.61万 | 减仓 |
| CMI | CUMMINS INC | $838.59万 | 0.25% | 11,758 | 11,758 | — | $838.59万 | 新建仓 |
| META | META PLATFORMS INC 看跌期权 | $715.16万 | 0.22% | 12,500 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $700.89万 | 0.21% | 56,446 | 1,258 | 2.3% | $15.62万 | 加仓 |
| IX | ORIX CORP | $692.03万 | 0.21% | 181,922 | 18,582 | 11.4% | $70.69万 | 加仓 |
| VO | VANGUARD INDEX FDS | $667.64万 | 0.20% | 82,864 | 1,000 | 1.2% | $8.06万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $650.31万 | 0.20% | 14,164 | -1,395 | -9.0% | -$64.05万 | 减仓 |
| EEM | ISHARES TR | $627.51万 | 0.19% | 91,728 | 75 | 0.1% | $5,131 | 加仓 |
| PSMT | PRICESMART INC | $615.15万 | 0.19% | 31,491 | 31,491 | — | $615.15万 | 新建仓 |
| — | EXXON MOBIL CORP | $602.20万 | 0.18% | 44,046 | -1,204 | -2.7% | -$16.46万 | 减仓 |
| STM | STMICROELECTRONICS N V | $601.91万 | 0.18% | 80,372 | 80,372 | — | $601.91万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $578.05万 | 0.17% | 19,070 | 1,048 | 5.8% | $31.77万 | 加仓 |
| NU | NU HLDGS LTD | $572.92万 | 0.17% | 428,831 | -7,700 | -1.8% | -$10.29万 | 减仓 |
| NOK | NOKIA CORP | $556.26万 | 0.17% | 418,869 | 418,869 | — | $556.26万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $548.67万 | 0.17% | 52,419 | 5,364 | 11.4% | $56.14万 | 加仓 |
| COHR | COHERENT CORP | $545.12万 | 0.16% | 13,819 | 13,819 | — | $545.12万 | 新建仓 |