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 |
|---|---|---|---|---|---|---|---|---|
| ED | CONSOLIDATED EDISON INC | $106.97万 | 0.03% | 9,669 | -764 | -7.3% | -$8.45万 | 减仓 |
| HEI/A | HEICO CORP NEW | $108.22万 | 0.03% | 4,196 | -111 | -2.6% | -$2.86万 | 减仓 |
| BMI | BADGER METER INC | $109.13万 | 0.03% | 7,355 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $109.17万 | 0.03% | 14,404 | 10,721 | 291.1% | $81.25万 | 加仓 |
| CSX | CSX CORP | $110.29万 | 0.03% | 23,204 | 931 | 4.2% | $4.43万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $111.96万 | 0.03% | 938,000 | 33,000 | 3.6% | $3.94万 | 加仓 |
| EQIX | EQUINIX INC | $112.37万 | 0.03% | 1,078 | -5 | -0.5% | -$5,212 | 减仓 |
| — | BOEING CO | $112.46万 | 0.03% | 16,710 | 565 | 3.5% | $3.80万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $112.67万 | 0.03% | 6,321 | 571 | 9.9% | $10.18万 | 加仓 |
| DIS | DISNEY WALT CO | $113.00万 | 0.03% | 11,740 | -458 | -3.8% | -$4.41万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $113.15万 | 0.03% | 33,989 | -1,377 | -3.9% | -$4.58万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $114.39万 | 0.03% | 3,465 | 2 | 0.1% | $660 | 加仓 |
| SDY | SPDR SERIES TRUST | $115.28万 | 0.03% | 7,575 | 325 | 4.5% | $4.95万 | 加仓 |
| — | CALAMOS ETF TR | $118.74万 | 0.04% | 42,914 | -68 | -0.2% | -$1,882 | 减仓 |
| SJNK | SPDR SERIES TRUST | $118.98万 | 0.04% | 47,536 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $121.66万 | 0.04% | 6,064 | 1,245 | 25.8% | $24.98万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $121.72万 | 0.04% | 13,277 | -760 | -5.4% | -$6.97万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $124.27万 | 0.04% | 3,550 | 3,550 | — | $124.27万 | 新建仓 |
| MPC | MARATHON PETE CORP | $125.36万 | 0.04% | 4,903 | 191 | 4.1% | $4.88万 | 加仓 |
| ALL | ALLSTATE CORP | $126.32万 | 0.04% | 5,309 | -419 | -7.3% | -$9.97万 | 减仓 |
| JBL | JABIL INC | $126.75万 | 0.04% | 3,288 | -275 | -7.7% | -$10.60万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $127.75万 | 0.04% | 1,674 | 66 | 4.1% | $5.04万 | 加仓 |
| QUAL | ISHARES TR | $128.48万 | 0.04% | 5,855 | 935 | 19.0% | $20.52万 | 加仓 |
| SPGI | S&P GLOBAL INC | $130.00万 | 0.04% | 3,192 | -18,937 | -85.6% | -$771.23万 | 减仓 |
| — | CALAMOS ETF TR | $130.36万 | 0.04% | 49,735 | -25,957 | -34.3% | -$68.03万 | 减仓 |
| LOW | LOWES COS INC | $131.48万 | 0.04% | 5,963 | 76 | 1.3% | $1.68万 | 加仓 |
| — | CALAMOS ETF TR | $136.74万 | 0.04% | 49,345 | 49,345 | — | $136.74万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $142.08万 | 0.04% | 71,435 | -6,276 | -8.1% | -$12.48万 | 减仓 |
| ITA | ISHARES TR | $143.78万 | 0.04% | 5,931 | 236 | 4.1% | $5.72万 | 加仓 |
| SBUX | STARBUCKS CORP | $144.00万 | 0.04% | 14,091 | -601 | -4.1% | -$6.14万 | 减仓 |
| R | RYDER SYS INC | $147.68万 | 0.04% | 5,599 | -1,004 | -15.2% | -$26.48万 | 减仓 |
| BX | BLACKSTONE INC | $148.01万 | 0.04% | 12,578 | -1,360 | -9.8% | -$16.00万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $150.78万 | 0.05% | 18,004 | 8,164 | 83.0% | $68.37万 | 加仓 |
| IWR | ISHARES TR | $154.18万 | 0.05% | 13,976 | -129 | -0.9% | -$1.42万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $155.46万 | 0.05% | 4,195 | -961 | -18.6% | -$35.61万 | 减仓 |
| PFE | PFIZER INC | $157.03万 | 0.05% | 65,212 | -2,171 | -3.2% | -$5.23万 | 减仓 |
| IWM | ISHARES TR | $160.38万 | 0.05% | 5,338 | 976 | 22.4% | $29.32万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $161.24万 | 0.05% | 30,359 | -2,713 | -8.2% | -$14.41万 | 减仓 |
| C | CITIGROUP INC | $164.09万 | 0.05% | 11,724 | 89 | 0.8% | $1.25万 | 加仓 |
| MKSI | MKS INC. | $164.13万 | 0.05% | 556,000 | -2,000 | -0.4% | -$5,904 | 减仓 |
| VXUS | VANGUARD STAR FDS | $166.45万 | 0.05% | 19,470 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $168.90万 | 0.05% | 61,042 | -18,087 | -22.9% | -$50.05万 | 减仓 |
| ENVA | ENOVA INTL INC | $171.18万 | 0.05% | 7,111 | -705 | -9.0% | -$16.97万 | 减仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $175.09万 | 0.05% | 85,160 | 0 | 0.0% | — | 不变 |
| — | SEAGATE HDD CAYMAN | $177.35万 | 0.05% | 151,000 | 5,000 | 3.4% | $5.87万 | 加仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $177.68万 | 0.05% | 4,800 | 4,800 | — | $177.68万 | 新建仓 |
| MCD | MCDONALDS CORP | $178.24万 | 0.05% | 6,594 | -598 | -8.3% | -$16.16万 | 减仓 |
| KO | COCA COLA CO | $179.70万 | 0.05% | 22,112 | -2,285 | -9.4% | -$18.57万 | 减仓 |
| — | CALAMOS ETF TR | $186.79万 | 0.06% | 72,288 | -1,410 | -1.9% | -$3.64万 | 减仓 |
| — | CALAMOS ETF TR | $198.06万 | 0.06% | 73,600 | 23,010 | 45.5% | $61.92万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $207.26万 | 0.06% | 17,672 | 710 | 4.2% | $8.33万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $210.83万 | 0.06% | 9,674 | 3,847 | 66.0% | $83.84万 | 加仓 |
| IGIB | ISHARES TR | $215.83万 | 0.07% | 40,593 | 9,768 | 31.7% | $51.94万 | 加仓 |
| IJH | ISHARES TR | $216.44万 | 0.07% | 28,069 | -25 | -0.1% | -$1,928 | 减仓 |
| NET | CLOUDFLARE INC | $217.51万 | 0.07% | 8,868 | 100 | 1.1% | $2.45万 | 加仓 |
| IWD | ISHARES TR | $221.22万 | 0.07% | 9,125 | 343 | 3.9% | $8.32万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $221.73万 | 0.07% | 11,638 | 3,062 | 35.7% | $58.34万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $224.66万 | 0.07% | 3 | -1 | -25.0% | -$74.89万 | 减仓 |
| AGI | ALAMOS GOLD INC | $231.37万 | 0.07% | 76,259 | -11,122 | -12.7% | -$33.74万 | 减仓 |
| HEI | HEICO CORP NEW | $233.59万 | 0.07% | 6,558 | -6 | -0.1% | -$2,137 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $233.94万 | 0.07% | 8,319 | 79 | 1.0% | $2.22万 | 加仓 |
| — | CALAMOS ETF TR | $235.02万 | 0.07% | 88,023 | -3,773 | -4.1% | -$10.07万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $237.86万 | 0.07% | 44,719 | 417 | 0.9% | $2.22万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $238.28万 | 0.07% | 10,640 | -39 | -0.4% | -$8,734 | 减仓 |
| PG | PROCTER & GAMBLE CO | $242.48万 | 0.07% | 16,536 | 434 | 2.7% | $6.36万 | 加仓 |
| MUB | ISHARES TR | $264.22万 | 0.08% | 24,551 | 15,007 | 157.2% | $161.51万 | 加仓 |
| IEMG | ISHARES INC | $264.33万 | 0.08% | 31,909 | 74 | 0.2% | $6,130 | 加仓 |
| VGT | VANGUARD WORLD FD | $265.76万 | 0.08% | 22,236 | -2,124 | -8.7% | -$25.39万 | 减仓 |
| MRK | MERCK & CO INC | $267.42万 | 0.08% | 20,811 | -1 | -0.0% | -$129 | 减仓 |
| — | CALAMOS ETF TR | $271.78万 | 0.08% | 97,729 | -4,609 | -4.5% | -$12.82万 | 减仓 |
| — | CALAMOS ETF TR | $273.81万 | 0.08% | 98,636 | -13,497 | -12.0% | -$37.47万 | 减仓 |
| SAN | BANCO SANTANDER SA | $273.97万 | 0.08% | 198,531 | -110,548 | -35.8% | -$152.56万 | 重新持有 |
| HDV | ISHARES TR | $291.16万 | 0.09% | 106,225 | 15,170 | 16.7% | $41.58万 | 加仓 |
| CSCO | CISCO SYS INC | $311.30万 | 0.09% | 26,503 | 59 | 0.2% | $6,930 | 加仓 |
| PWR | QUANTA SVCS INC | $315.16万 | 0.10% | 4,377 | 15 | 0.3% | $1.08万 | 加仓 |
| RTX | RTX CORPORATION | $317.46万 | 0.10% | 16,732 | -1,257 | -7.0% | -$23.85万 | 减仓 |
| BAC | BANK OF AMER CORP | $328.59万 | 0.10% | 57,668 | -1,007 | -1.7% | -$5.74万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $334.72万 | 0.10% | 6,570 | -704 | -9.7% | -$35.87万 | 减仓 |
| VEEV | VEEVA SYS INC | $337.64万 | 0.10% | 19,025 | 95 | 0.5% | $1.69万 | 加仓 |
| FTI | TECHNIPFMC PLC | $340.93万 | 0.10% | 51,422 | -17,042 | -24.9% | -$112.99万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $341.49万 | 0.10% | 6,649 | -398 | -5.6% | -$20.44万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $345.96万 | 0.10% | 19,853 | 6,439 | 48.0% | $112.21万 | 加仓 |
| GEV | GE VERNOVA INC | $364.46万 | 0.11% | 3,102 | 329 | 11.9% | $38.66万 | 加仓 |
| APP | APPLOVIN CORP | $365.25万 | 0.11% | 7,089 | -1,116 | -13.6% | -$57.50万 | 减仓 |
| SKM | SK TELECOM CO LTD | $376.34万 | 0.11% | 117,022 | -2,860 | -2.4% | -$9.20万 | 减仓 |
| SMH | VANECK ETF TRUST | $380.22万 | 0.11% | 5,797 | -2 | -0.0% | -$1,312 | 减仓 |
| ABBV | ABBVIE INC | $400.59万 | 0.12% | 15,919 | -357 | -2.2% | -$8.98万 | 减仓 |
| GE | GE AEROSPACE | $402.32万 | 0.12% | 10,765 | 376 | 3.6% | $14.05万 | 加仓 |
| MCK | MCKESSON CORP | $403.94万 | 0.12% | 5,346 | -241 | -4.3% | -$18.21万 | 减仓 |
| PTON | PELOTON INTERACTIVE INC | $428.64万 | 0.13% | 725,284 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $434.40万 | 0.13% | 10,608 | -1,557 | -12.8% | -$63.76万 | 减仓 |
| KB | KB FINL GROUP INC | $439.87万 | 0.13% | 41,908 | 3,383 | 8.8% | $35.51万 | 加仓 |
| CI | THE CIGNA GROUP | $445.33万 | 0.13% | 16,154 | 329 | 2.1% | $9.07万 | 加仓 |
| NOW | SERVICENOW INC | $451.35万 | 0.14% | 45,462 | 42,510 | 1,440.0% | $422.04万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $453.75万 | 0.14% | 16,430 | 16,430 | — | $453.75万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $480.88万 | 0.15% | 22,601 | 2,170 | 10.6% | $46.17万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $486.64万 | 0.15% | 206,378 | 21,098 | 11.4% | $49.75万 | 加仓 |
| KLAC | KLA CORP | $489.40万 | 0.15% | 16,221 | -3,799 | -19.0% | -$114.62万 | 减仓 |
| SHV | ISHARES TR | $498.15万 | 0.15% | 45,143 | -6,373 | -12.4% | -$70.33万 | 减仓 |
| ORCL | ORACLE CORP | $515.20万 | 0.16% | 35,155 | -3,393 | -8.8% | -$49.72万 | 减仓 |