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 |
|---|---|---|---|---|---|---|---|---|
| COIN | COINBASE GLOBAL INC | $52.57万 | 0.02% | 3,596 | 7 | 0.2% | $1,023 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $52.68万 | 0.02% | 1,487 | 166 | 12.6% | $5.88万 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $52.97万 | 0.02% | 4,889 | 0 | 0.0% | — | 不变 |
| — | ALBEMARLE CORP | $53.32万 | 0.02% | 9,633 | 375 | 4.1% | $2.08万 | 加仓 |
| SNOW | SNOWFLAKE INC | $54.95万 | 0.02% | 311,000 | 15,000 | 5.1% | $2.65万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $55.04万 | 0.02% | 1,108 | -726 | -39.6% | -$36.06万 | 减仓 |
| — | CALAMOS ETF TR | $55.31万 | 0.02% | 19,867 | -5,587 | -21.9% | -$15.55万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $55.74万 | 0.02% | 5,185 | -540 | -9.4% | -$5.81万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $55.90万 | 0.02% | 4,416 | -518 | -10.5% | -$6.56万 | 减仓 |
| SOXL | DIREXION SHARES ETF TRUST | $55.90万 | 0.02% | 2,096 | -5,000 | -70.5% | -$133.35万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $56.43万 | 0.02% | 6,219 | -3,652 | -37.0% | -$33.14万 | 减仓 |
| — | CALAMOS ETF TR | $57.31万 | 0.02% | 19,585 | 5,215 | 36.3% | $15.26万 | 加仓 |
| — | ADVANCED ENERGY INDS | $57.53万 | 0.02% | 208,000 | -316,000 | -60.3% | -$87.40万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $57.73万 | 0.02% | 1,835 | -2 | -0.1% | -$629 | 减仓 |
| PFF | ISHARES TR | $57.77万 | 0.02% | 18,948 | -8,100 | -29.9% | -$24.70万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $57.78万 | 0.02% | 8,109 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $58.33万 | 0.02% | 3,266 | 3,266 | — | $58.33万 | 新建仓 |
| HUBB | HUBBELL INC | $58.49万 | 0.02% | 1,118 | -83 | -6.9% | -$4.34万 | 减仓 |
| MOS | MOSAIC CO | $59.33万 | 0.02% | 27,999 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $59.49万 | 0.02% | 9,067 | 453 | 5.3% | $2.97万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $60.64万 | 0.02% | 9,643 | 601 | 6.6% | $3.78万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $62.04万 | 0.02% | 517,000 | 18,000 | 3.6% | $2.16万 | 加仓 |
| — | CALAMOS ETF TR | $62.19万 | 0.02% | 22,485 | -18 | -0.1% | -$498 | 减仓 |
| AXON | AXON ENTERPRISE INC | $62.79万 | 0.02% | 1,120 | 3 | 0.3% | $1,682 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $63.39万 | 0.02% | 97,000 | -161,000 | -62.4% | -$105.22万 | 减仓 |
| IPGP | IPG PHOTONICS CORP | $63.43万 | 0.02% | 5,407 | -630 | -10.4% | -$7.39万 | 减仓 |
| UPRO | PROSHARES TR | $64.68万 | 0.02% | 4,562 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $65.52万 | 0.02% | 624,000 | 21,000 | 3.5% | $2.20万 | 加仓 |
| DAL | DELTA AIR LINES INC | $67.26万 | 0.02% | 7,181 | 38 | 0.5% | $3,559 | 加仓 |
| — | CALAMOS ETF TR | $68.25万 | 0.02% | 24,703 | -3,355 | -12.0% | -$9.27万 | 减仓 |
| MKC | MCCORMICK & CO INC | $68.57万 | 0.02% | 13,600 | -7 | -0.1% | -$353 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $69.17万 | 0.02% | 2,422 | 22 | 0.9% | $6,283 | 加仓 |
| WMB | WILLIAMS COS INC | $69.32万 | 0.02% | 9,325 | -1,340 | -12.6% | -$9.96万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $70.34万 | 0.02% | 8,514 | 8,514 | — | $70.34万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $70.64万 | 0.02% | 589,000 | 21,000 | 3.7% | $2.52万 | 加仓 |
| VST | VISTRA CORP | $70.75万 | 0.02% | 4,460 | -411 | -8.4% | -$6.52万 | 减仓 |
| IWP | ISHARES TR | $71.01万 | 0.02% | 4,850 | 4,850 | — | $71.01万 | 新建仓 |
| MOS | MOSAIC CO 看跌期权 | $71.14万 | 0.02% | 27,900 | 27,900 | — | $71.14万 | 新建仓 |
| — | WISDOMTREE INC | $71.44万 | 0.02% | 469,000 | 19,000 | 4.2% | $2.89万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $72.60万 | 0.02% | 17,148 | 1,803 | 11.7% | $7.63万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $72.98万 | 0.02% | 4,600 | 639 | 16.1% | $10.14万 | 加仓 |
| — | SOUTHERN CO | $73.87万 | 0.02% | 669,000 | 24,000 | 3.7% | $2.65万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $74.32万 | 0.02% | 3,488 | -1,456 | -29.4% | -$31.02万 | 减仓 |
| INTU | INTUIT | $74.60万 | 0.02% | 2,858 | -20,054 | -87.5% | -$523.42万 | 减仓 |
| — | CALAMOS ETF TR | $74.96万 | 0.02% | 26,666 | -6,973 | -20.7% | -$19.60万 | 减仓 |
| T | AT&T INC | $76.33万 | 0.02% | 36,872 | -1,141 | -3.0% | -$2.36万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $76.34万 | 0.02% | 6,135 | -378 | -5.8% | -$4.70万 | 减仓 |
| — | CALAMOS ETF TR | $76.73万 | 0.02% | 27,412 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $76.74万 | 0.02% | 2,576 | 2,576 | — | $76.74万 | 新建仓 |
| NVS | NOVARTIS AG | $76.77万 | 0.02% | 4,898 | 825 | 20.3% | $12.93万 | 加仓 |
| — | REVOLUTION MEDICINES INC | $77.42万 | 0.02% | 613,000 | 613,000 | — | $77.42万 | 新建仓 |
| — | CALAMOS ETF TR | $78.14万 | 0.02% | 27,738 | -7,470 | -21.2% | -$21.04万 | 减仓 |
| IUSG | ISHARES TR | $78.45万 | 0.02% | 4,171 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $79.79万 | 0.02% | 4,208 | -23,019 | -84.5% | -$436.49万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $80.50万 | 0.02% | 10,333 | -20,608 | -66.6% | -$160.56万 | 减仓 |
| CVS | CVS HEALTH CORP | $80.56万 | 0.02% | 7,787 | 256 | 3.4% | $2.65万 | 加仓 |
| CRM | SALESFORCE INC | $83.55万 | 0.03% | 5,333 | -198 | -3.6% | -$3.10万 | 减仓 |
| — | PPL CAP FDG INC | $84.24万 | 0.03% | 742,000 | 26,000 | 3.6% | $2.95万 | 加仓 |
| IGV | ISHARES TR | $84.26万 | 0.03% | 9,300 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP | $84.28万 | 0.03% | 637,000 | 30,000 | 4.9% | $3.97万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $84.99万 | 0.03% | 4,301 | -111 | -2.5% | -$2.19万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $85.23万 | 0.03% | 9,894 | 1,200 | 13.8% | $10.34万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $85.25万 | 0.03% | 26,885 | 108 | 0.4% | $3,425 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $85.59万 | 0.03% | 13,270 | 0 | 0.0% | — | 不变 |
| PGNY | PROGYNY INC | $86.49万 | 0.03% | 30,000 | -10,000 | -25.0% | -$28.83万 | 减仓 |
| MDT | MEDTRONIC PLC | $86.68万 | 0.03% | 11,080 | 199 | 1.8% | $1.56万 | 加仓 |
| MELI | MERCADOLIBRE INC | $86.91万 | 0.03% | 512 | -1 | -0.2% | -$1,697 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $87.08万 | 0.03% | 6,813 | -785 | -10.3% | -$10.03万 | 减仓 |
| AMGN | AMGEN INC | $87.20万 | 0.03% | 2,408 | -3,340 | -58.1% | -$120.95万 | 减仓 |
| — | ALPHABET INC | $87.33万 | 0.03% | 17,160 | 17,160 | — | $87.33万 | 新建仓 |
| QCOM | QUALCOMM INC | $88.11万 | 0.03% | 4,768 | -5 | -0.1% | -$924 | 减仓 |
| DVY | ISHARES TR | $89.06万 | 0.03% | 5,698 | 3,165 | 125.0% | $49.47万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $89.34万 | 0.03% | 740,000 | 740,000 | — | $89.34万 | 新建仓 |
| MKL | MARKEL GROUP INC | $89.64万 | 0.03% | 459 | 57 | 14.2% | $11.13万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $89.89万 | 0.03% | 919 | 161 | 21.2% | $15.75万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $90.11万 | 0.03% | 1,725 | 424 | 32.6% | $22.15万 | 加仓 |
| — | CMS ENERGY CORP | $90.97万 | 0.03% | 814,000 | 30,000 | 3.8% | $3.35万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC 看跌期权 | $91.30万 | 0.03% | 100,000 | 100,000 | — | $91.30万 | 新建仓 |
| — | ORACLE CORP | $91.42万 | 0.03% | 20,339 | 153 | 0.8% | $6,877 | 加仓 |
| GLD | SPDR GOLD TR | $91.80万 | 0.03% | 2,492 | -1,229 | -33.0% | -$45.27万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $92.31万 | 0.03% | 6,747 | -1,843 | -21.5% | -$25.21万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $93.83万 | 0.03% | 9,090 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $94.41万 | 0.03% | 665,000 | 495,000 | 291.2% | $70.28万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $94.50万 | 0.03% | 8,100 | 790 | 10.8% | $9.22万 | 加仓 |
| — | CALAMOS ETF TR | $94.56万 | 0.03% | 33,869 | 4,355 | 14.8% | $12.16万 | 加仓 |
| IGSB | ISHARES TR | $94.61万 | 0.03% | 18,051 | -16,725 | -48.1% | -$87.66万 | 减仓 |
| SHOP | SHOPIFY INC | $94.71万 | 0.03% | 8,295 | -244 | -2.9% | -$2.79万 | 减仓 |
| IJJ | ISHARES TR | $96.19万 | 0.03% | 6,511 | 2,647 | 68.5% | $39.10万 | 加仓 |
| — | MICROCHIP TECHNOLOGY INC. | $96.32万 | 0.03% | 12,557 | 1,158 | 10.2% | $8.88万 | 加仓 |
| SHY | ISHARES TR | $96.63万 | 0.03% | 11,768 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $96.97万 | 0.03% | 5,360 | -1,124 | -17.3% | -$20.33万 | 减仓 |
| ETSY | ETSY INC | $97.36万 | 0.03% | 837,000 | 837,000 | — | $97.36万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $98.81万 | 0.03% | 3,226 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $99.02万 | 0.03% | 1,975 | -116 | -5.5% | -$5.82万 | 减仓 |
| ITOT | ISHARES TR | $99.63万 | 0.03% | 6,065 | -347 | -5.4% | -$5.70万 | 减仓 |
| MO | ALTRIA GROUP INC | $102.69万 | 0.03% | 14,272 | 200 | 1.4% | $1.44万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $103.29万 | 0.03% | 61,000 | -44,000 | -41.9% | -$74.50万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $104.05万 | 0.03% | 1,600 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $104.62万 | 0.03% | 3,738 | 10 | 0.3% | $2,799 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $106.43万 | 0.03% | 4,498 | 266 | 6.3% | $6.29万 | 加仓 |