Calamos Wealth Management LLC
NAPERVILLE IL · SEC CIK 0001455258
$29.07亿2026Q1 申报市值
546持仓数
42.0%前十大占比 · 第一大 7.2%
132 / 59新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FENI 新建仓+$2,858.98万
CAIE 加仓+$1,698.16万
ANET 加仓+$1,286.05万
ISRG 加仓+$1,209.59万
TXN 加仓+$1,121.59万
2026Q1 卖出最多 按季末市值估算
ADI 减仓-$1,663.85万
TMUS 减仓-$1,179.41万
WMT 减仓-$1,161.73万
CP 清仓-$1,133.03万
ORCL 减仓-$803.50万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| TFC | TRUIST FINL CORP | $42.50万 | 0.01% | 9,245 | -1,489 | -13.9% | -$6.84万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $43.35万 | 0.01% | 2,756 | -96 | -3.4% | -$1.51万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $43.41万 | 0.01% | 397 | -83 | -17.3% | -$9.07万 | 减仓 |
| — | CALAMOS ETF TR | $43.46万 | 0.01% | 16,355 | -8,500 | -34.2% | -$22.58万 | 减仓 |
| UPRO | PROSHARES TR | $44.24万 | 0.02% | 4,562 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC | $44.99万 | 0.02% | 3,220 | 3,220 | — | $44.99万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $45.34万 | 0.02% | 1,321 | 1,321 | — | $45.34万 | 新建仓 |
| — | NEXTERA ENERGY INC | $45.71万 | 0.02% | 9,100 | 9,100 | — | $45.71万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $47.44万 | 0.02% | 1,117 | -105 | -8.6% | -$4.46万 | 减仓 |
| — | MACOM TECH SOLUTIONS HLDGS I | $47.44万 | 0.02% | 331,000 | 331,000 | — | $47.44万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $47.49万 | 0.02% | 7,143 | 7,143 | — | $47.49万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $48.85万 | 0.02% | 716 | 118 | 19.7% | $8.05万 | 加仓 |
| — | CALAMOS ETF TR | $49.81万 | 0.02% | 19,108 | -2,189 | -10.3% | -$5.71万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $49.93万 | 0.02% | 2,400 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $50.27万 | 0.02% | 5,146 | 1,156 | 29.0% | $11.29万 | 加仓 |
| IJJ | ISHARES TR | $51.20万 | 0.02% | 3,864 | 786 | 25.5% | $10.41万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $51.96万 | 0.02% | 8,109 | 828 | 11.4% | $5.31万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $52.33万 | 0.02% | 8,629 | 1,553 | 21.9% | $9.42万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $52.72万 | 0.02% | 1,837 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $53.15万 | 0.02% | 9,042 | 252 | 2.9% | $1.48万 | 加仓 |
| CVS | CVS HEALTH CORP | $54.09万 | 0.02% | 7,531 | -991 | -11.6% | -$7.12万 | 减仓 |
| SLV | ISHARES SILVER TR | $54.51万 | 0.02% | 8,000 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $55.09万 | 0.02% | 3,024 | 343 | 12.8% | $6.25万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $56.32万 | 0.02% | 5,725 | 903 | 18.7% | $8.88万 | 加仓 |
| — | QXO INC | $56.33万 | 0.02% | 10,243 | 142 | 1.4% | $7,809 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $58.07万 | 0.02% | 3,961 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $58.08万 | 0.02% | 6,588 | 2,102 | 46.9% | $18.53万 | 加仓 |
| HUBB | HUBBELL INC | $58.94万 | 0.02% | 1,201 | -25 | -2.0% | -$1.23万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $59.25万 | 0.02% | 499,000 | 499,000 | — | $59.25万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $59.74万 | 0.02% | 2,295 | -118 | -4.9% | -$3.07万 | 减仓 |
| FTNT | FORTINET INC | $59.98万 | 0.02% | 7,340 | 1,411 | 23.8% | $11.53万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $60.06万 | 0.02% | 13,270 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE INC | $60.18万 | 0.02% | 450,000 | 55,000 | 13.9% | $7.36万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $60.26万 | 0.02% | 1,301 | 300 | 30.0% | $13.90万 | 加仓 |
| — | CALAMOS ETF TR | $60.53万 | 0.02% | 22,503 | -3,181 | -12.4% | -$8.56万 | 减仓 |
| LYFT | LYFT INC | $61.03万 | 0.02% | 603,000 | 138,000 | 29.7% | $13.97万 | 加仓 |
| QCOM | QUALCOMM INC | $61.47万 | 0.02% | 4,773 | 287 | 6.4% | $3.70万 | 加仓 |
| CME | CME GROUP INC | $62.20万 | 0.02% | 2,106 | -29 | -1.4% | -$8,565 | 减仓 |
| NVS | NOVARTIS AG | $62.22万 | 0.02% | 4,073 | -573 | -12.3% | -$8.75万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $62.67万 | 0.02% | 3,589 | 15 | 0.4% | $2,619 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $62.78万 | 0.02% | 1,608 | -176 | -9.9% | -$6.87万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $63.29万 | 0.02% | 1,449 | 50 | 3.6% | $2.18万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $63.50万 | 0.02% | 11,017 | 5,543 | 101.3% | $31.95万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $63.79万 | 0.02% | 685,000 | 220,000 | 47.3% | $20.49万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $64.52万 | 0.02% | 500,000 | 322,000 | 180.9% | $41.55万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $64.61万 | 0.02% | 4,934 | 825 | 20.1% | $10.80万 | 加仓 |
| IUSG | ISHARES TR | $64.70万 | 0.02% | 4,171 | 0 | 0.0% | — | 不变 |
| — | MICROCHIP TECHNOLOGY INC. | $64.94万 | 0.02% | 11,399 | 3,341 | 41.5% | $19.03万 | 加仓 |
| — | CALAMOS ETF TR | $65.75万 | 0.02% | 24,562 | -7,426 | -23.2% | -$19.88万 | 减仓 |
| — | HONEYWELL INTL INC | $66.27万 | 0.02% | 2,932 | -1,001 | -25.5% | -$22.63万 | 减仓 |
| — | ALBEMARLE CORP | $66.52万 | 0.02% | 9,258 | 2,558 | 38.2% | $18.38万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $67.86万 | 0.02% | 758 | 18 | 2.4% | $1.61万 | 加仓 |
| PGNY | PROGYNY INC | $67.92万 | 0.02% | 40,000 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $68.63万 | 0.02% | 568,000 | 116,000 | 25.7% | $14.02万 | 加仓 |
| MKC | MCCORMICK & CO INC | $68.63万 | 0.02% | 13,607 | 13,607 | — | $68.63万 | 新建仓 |
| — | CALAMOS ETF TR | $68.73万 | 0.02% | 25,454 | -461 | -1.8% | -$1.24万 | 减仓 |
| — | SEAGATE HDD CAYMAN | $69.11万 | 0.02% | 146,000 | -103,000 | -41.4% | -$48.76万 | 减仓 |
| IPGP | IPG PHOTONICS CORP | $69.18万 | 0.02% | 6,037 | -249 | -4.0% | -$2.85万 | 减仓 |
| MOS | MOSAIC CO | $71.40万 | 0.02% | 27,999 | 42 | 0.2% | $1,071 | 加仓 |
| — | SOUTHERN CO | $71.64万 | 0.02% | 645,000 | 29,000 | 4.7% | $3.22万 | 加仓 |
| VST | VISTRA CORP | $73.23万 | 0.03% | 4,871 | 458 | 10.4% | $6.89万 | 加仓 |
| EMR | EMERSON ELEC CO | $73.75万 | 0.03% | 5,629 | -254 | -4.3% | -$3.33万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $73.90万 | 0.03% | 9,840 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP | $74.28万 | 0.03% | 607,000 | 340,000 | 127.3% | $41.60万 | 加仓 |
| — | CALAMOS ETF TR | $74.40万 | 0.03% | 27,412 | 740 | 2.8% | $2.01万 | 加仓 |
| IGV | ISHARES TR | $74.45万 | 0.03% | 9,300 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $75.31万 | 0.03% | 105,000 | 1,000 | 1.0% | $7,173 | 加仓 |
| — | CALAMOS ETF TR | $75.78万 | 0.03% | 28,058 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $76.95万 | 0.03% | 402 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $77.03万 | 0.03% | 15,345 | -3,444 | -18.3% | -$17.29万 | 减仓 |
| AMAT | APPLIED MATLS INC 看涨期权 | $77.10万 | 0.03% | 3,000 | 3,000 | — | $77.10万 | 新建仓 |
| ONEQ | FIDELITY COMWLTH TR | $77.18万 | 0.03% | 9,090 | 1,930 | 27.0% | $16.39万 | 加仓 |
| WMB | WILLIAMS COS INC | $77.62万 | 0.03% | 10,665 | 188 | 1.8% | $1.37万 | 加仓 |
| — | CALAMOS ETF TR | $80.37万 | 0.03% | 29,514 | 1,195 | 4.2% | $3.25万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $80.71万 | 0.03% | 5,791 | 2,699 | 87.3% | $37.62万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $81.30万 | 0.03% | 4,412 | -105 | -2.3% | -$1.93万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $81.90万 | 0.03% | 1,834 | 1,186 | 183.0% | $52.96万 | 加仓 |
| PFF | ISHARES TR | $82.01万 | 0.03% | 27,048 | -4,944 | -15.5% | -$14.99万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $82.15万 | 0.03% | 26,777 | 4,226 | 18.7% | $12.97万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $83.02万 | 0.03% | 3,226 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $83.34万 | 0.03% | 7,598 | -1,525 | -16.7% | -$16.73万 | 减仓 |
| — | PPL CAP FDG INC | $83.92万 | 0.03% | 716,000 | 13,000 | 1.8% | $1.52万 | 加仓 |
| TMUS | T-MOBILE US INC | $84.35万 | 0.03% | 4,016 | -56,153 | -93.3% | -$1,179.41万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $84.91万 | 0.03% | 2,366 | -270 | -10.2% | -$9.69万 | 减仓 |
| TQQQ | PROSHARES TR | $85.90万 | 0.03% | 20,610 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $87.91万 | 0.03% | 4,819 | 91 | 1.9% | $1.66万 | 加仓 |
| NYF | ISHARES TR | $88.48万 | 0.03% | 16,656 | -936 | -5.3% | -$4.97万 | 减仓 |
| — | CMS ENERGY CORP | $88.59万 | 0.03% | 784,000 | 58,000 | 8.0% | $6.55万 | 加仓 |
| MELI | MERCADOLIBRE INC | $88.70万 | 0.03% | 513 | -13 | -2.5% | -$2.25万 | 减仓 |
| — | ORACLE CORP | $90.86万 | 0.03% | 20,186 | 20,186 | — | $90.86万 | 新建仓 |
| HEI/A | HEICO CORP NEW | $90.92万 | 0.03% | 4,307 | -19 | -0.4% | -$4,011 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $91.01万 | 0.03% | 4,232 | 467 | 12.4% | $10.04万 | 加仓 |
| ITOT | ISHARES TR | $91.33万 | 0.03% | 6,412 | 2,414 | 60.4% | $34.38万 | 加仓 |
| — | CALAMOS ETF TR | $91.40万 | 0.03% | 33,639 | -22,653 | -40.2% | -$61.55万 | 减仓 |
| CSX | CSX CORP | $91.43万 | 0.03% | 22,273 | 635 | 2.9% | $2.61万 | 加仓 |
| MKSI | MKS INC. | $92.57万 | 0.03% | 558,000 | -162,000 | -22.5% | -$26.88万 | 减仓 |
| MO | ALTRIA GROUP INC | $92.86万 | 0.03% | 14,072 | -1,987 | -12.4% | -$13.11万 | 减仓 |
| MDT | MEDTRONIC PLC | $94.28万 | 0.03% | 10,881 | -3,115 | -22.3% | -$26.99万 | 减仓 |
| QUAL | ISHARES TR | $94.37万 | 0.03% | 4,920 | -221 | -4.3% | -$4.24万 | 减仓 |
| JBL | JABIL INC | $94.64万 | 0.03% | 3,563 | 0 | 0.0% | — | 不变 |