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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2.08亿 | 7.15% | 818,896 | 29,021 | 3.7% | $736.52万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.70亿 | 5.86% | 976,409 | 18,058 | 1.9% | $314.93万 | 加仓 |
| IVV | ISHARES TR | $1.69亿 | 5.82% | 258,931 | 910 | 0.4% | $59.44万 | 加仓 |
| IVW | ISHARES TR | $1.27亿 | 4.38% | 1,126,579 | 13,644 | 1.2% | $154.33万 | 加仓 |
| IVE | ISHARES TR | $1.26亿 | 4.33% | 596,353 | 10,957 | 1.9% | $231.36万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.08亿 | 3.72% | 292,289 | 18,152 | 6.6% | $671.93万 | 加仓 |
| GOOGL | ALPHABET INC | $1.02亿 | 3.53% | 356,434 | -18,840 | -5.0% | -$541.76万 | 减仓 |
| AMZN | AMAZON COM INC | $7,949.06万 | 2.73% | 381,671 | -954 | -0.2% | -$19.87万 | 减仓 |
| ACWX | ISHARES TR | $7,076.95万 | 2.43% | 1,033,585 | 53,188 | 5.4% | $364.18万 | 加仓 |
| AVGO | BROADCOM INC | $6,020.77万 | 2.07% | 194,526 | -9,595 | -4.7% | -$296.97万 | 减仓 |
| UITB | VICTORY PORTFOLIOS II | $5,987.94万 | 2.06% | 1,273,569 | 130,642 | 11.4% | $614.24万 | 加仓 |
| IWV | ISHARES TR | $5,705.51万 | 1.96% | 153,920 | -3,459 | -2.2% | -$128.22万 | 减仓 |
| META | META PLATFORMS INC | $4,589.54万 | 1.58% | 80,219 | 12,778 | 18.9% | $731.06万 | 加仓 |
| CAIE | CALAMOS ETF TR | $4,096.63万 | 1.41% | 1,629,526 | 675,481 | 70.8% | $1,698.16万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,895.46万 | 1.34% | 59,899 | 3,845 | 6.9% | $250.06万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $3,844.20万 | 1.32% | 1,011,631 | 75,993 | 8.1% | $288.77万 | 加仓 |
| IJR | ISHARES TR | $3,741.20万 | 1.29% | 300,957 | 11,636 | 4.0% | $144.65万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,956.55万 | 1.02% | 120,952 | -6,096 | -4.8% | -$149.01万 | 减仓 |
| LLY | ELI LILLY & CO | $2,878.16万 | 0.99% | 31,292 | -5,659 | -15.3% | -$520.50万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $2,858.98万 | 0.98% | 768,542 | 768,542 | — | $2,858.98万 | 新建仓 |
| V | VISA INC | $2,831.18万 | 0.97% | 93,673 | 1,997 | 2.2% | $60.36万 | 加仓 |
| NFLX | NETFLIX INC. | $2,648.30万 | 0.91% | 275,434 | 6,407 | 2.4% | $61.60万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,644.68万 | 0.91% | 89,906 | 11,389 | 14.5% | $335.02万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2,601.75万 | 0.90% | 125,749 | 19,560 | 18.4% | $404.70万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2,376.09万 | 0.82% | 69,519 | -22,675 | -24.6% | -$775.01万 | 减仓 |
| WMT | WALMART INC | $2,341.79万 | 0.81% | 188,429 | -93,477 | -33.2% | -$1,161.73万 | 减仓 |
| GOOG | ALPHABET INC | $2,231.69万 | 0.77% | 77,797 | -1,831 | -2.3% | -$52.52万 | 减仓 |
| SO | SOUTHERN CO | $2,162.20万 | 0.74% | 224,015 | 5,093 | 2.3% | $49.16万 | 加仓 |
| HD | HOME DEPOT INC | $1,980.45万 | 0.68% | 60,216 | 1,778 | 3.0% | $58.48万 | 加仓 |
| BA | BOEING CO | $1,951.79万 | 0.67% | 98,065 | 2,053 | 2.1% | $40.86万 | 加仓 |
| CB | CHUBB LTD SWITZ | $1,873.38万 | 0.64% | 57,478 | 1,229 | 2.2% | $40.06万 | 加仓 |
| PLD | PROLOGIS INC. | $1,857.54万 | 0.64% | 140,531 | 3,150 | 2.3% | $41.64万 | 加仓 |
| EFA | ISHARES TR | $1,759.29万 | 0.61% | 181,127 | 15,746 | 9.5% | $152.94万 | 加仓 |
| TSLA | TESLA INC | $1,684.92万 | 0.58% | 45,324 | 3,417 | 8.2% | $127.03万 | 加仓 |
| LIN | LINDE PLC | $1,655.94万 | 0.57% | 33,402 | 1,261 | 3.9% | $62.52万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,621.63万 | 0.56% | 53,611 | -7,822 | -12.7% | -$236.60万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,614.52万 | 0.56% | 47,774 | 3,669 | 8.3% | $123.99万 | 加仓 |
| TJX | TJX COS INC NEW | $1,571.51万 | 0.54% | 98,404 | -19,440 | -16.5% | -$310.46万 | 减仓 |
| WM | WASTE MGMT INC DEL | $1,570.51万 | 0.54% | 68,345 | -11,198 | -14.1% | -$257.32万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1,529.97万 | 0.53% | 124,611 | 104,744 | 527.2% | $1,286.05万 | 加仓 |
| SYK | STRYKER CORPORATION | $1,504.32万 | 0.52% | 45,781 | 10,616 | 30.2% | $348.83万 | 加仓 |
| MS | MORGAN STANLEY | $1,479.18万 | 0.51% | 89,881 | 2,294 | 2.6% | $37.75万 | 加仓 |
| DE | DEERE & CO | $1,448.25万 | 0.50% | 25,710 | -4,309 | -14.4% | -$242.73万 | 减仓 |
| WFC | WELLS FARGO & CO | $1,432.15万 | 0.49% | 179,896 | 4,471 | 2.5% | $35.59万 | 加仓 |
| AGG | ISHARES TR | $1,423.08万 | 0.49% | 143,355 | -21,663 | -13.1% | -$215.05万 | 减仓 |
| ABNB | AIRBNB INC | $1,282.17万 | 0.44% | 101,534 | 2,629 | 2.7% | $33.20万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1,260.52万 | 0.43% | 45,807 | 1,118 | 2.5% | $30.77万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,243.52万 | 0.43% | 26,975 | 26,239 | 3,565.1% | $1,209.59万 | 加仓 |
| DHR | DANAHER CORP DEL | $1,241.75万 | 0.43% | 65,493 | -21,549 | -24.8% | -$408.57万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $1,214.34万 | 0.42% | 37,883 | -211 | -0.6% | -$6.76万 | 减仓 |
| BIL | SPDR SERIES TRUST | $1,182.50万 | 0.41% | 129,038 | -42,545 | -24.8% | -$389.88万 | 减仓 |
| DDOG | DATADOG INC | $1,159.95万 | 0.40% | 98,259 | -24,075 | -19.7% | -$284.21万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1,149.39万 | 0.40% | 59,204 | 57,772 | 4,034.4% | $1,121.59万 | 加仓 |
| — | CALAMOS ETF TR | $1,133.41万 | 0.39% | 475,423 | 420,903 | 772.0% | $1,003.43万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,126.08万 | 0.39% | 19,510 | 7,532 | 62.9% | $434.73万 | 加仓 |
| ETN | EATON CORP PLC | $1,113.04万 | 0.38% | 31,119 | 30,301 | 3,704.3% | $1,083.78万 | 加仓 |
| PEP | PEPSICO INC | $1,061.83万 | 0.37% | 68,377 | 58,171 | 570.0% | $903.34万 | 加仓 |
| UNP | UNION PAC CORP | $1,058.33万 | 0.36% | 43,621 | 39,457 | 947.6% | $957.31万 | 加仓 |
| MCO | MOODYS CORP | $1,055.55万 | 0.36% | 24,196 | 3,500 | 16.9% | $152.69万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,049.40万 | 0.36% | 145,892 | -53,889 | -27.0% | -$387.62万 | 减仓 |
| DASH | DOORDASH INC | $1,022.60万 | 0.35% | 68,105 | 1,547 | 2.3% | $23.23万 | 加仓 |
| CAT | CATERPILLAR INC | $1,008.49万 | 0.35% | 14,235 | 9,384 | 193.4% | $664.82万 | 加仓 |
| INTU | INTUIT | $990.67万 | 0.34% | 22,912 | -757 | -3.2% | -$32.73万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $976.82万 | 0.34% | 105,170 | -5,113 | -4.6% | -$47.49万 | 减仓 |
| IEFA | ISHARES TR | $973.60万 | 0.33% | 107,544 | 1,310 | 1.2% | $11.86万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $973.09万 | 0.33% | 45,544 | -848 | -1.8% | -$18.12万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $966.44万 | 0.33% | 9,699 | 1,135 | 13.3% | $113.09万 | 加仓 |
| SPGI | S&P GLOBAL INC | $941.24万 | 0.32% | 22,129 | -6,057 | -21.5% | -$257.63万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $905.30万 | 0.31% | 43,299 | 43,299 | — | $905.30万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $868.49万 | 0.30% | 50,926 | -1,984 | -3.7% | -$33.84万 | 减仓 |
| USMV | ISHARES TR | $860.73万 | 0.30% | 92,811 | -2,380 | -2.5% | -$22.07万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $840.28万 | 0.29% | 14,062 | 1,286 | 10.1% | $76.85万 | 加仓 |
| META | META PLATFORMS INC 看跌期权 | $825.11万 | 0.28% | 12,500 | -300 | -2.3% | -$19.80万 | 减仓 |
| SNPS | SYNOPSYS INC | $810.96万 | 0.28% | 20,454 | -7,397 | -26.6% | -$293.28万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $802.18万 | 0.28% | 16,740 | -2,396 | -12.5% | -$114.82万 | 减仓 |
| — | EXXON MOBIL CORP | $767.72万 | 0.26% | 45,250 | 1,574 | 3.6% | $26.70万 | 加仓 |
| SNOW | SNOWFLAKE INC | $762.86万 | 0.26% | 50,581 | -9,837 | -16.3% | -$148.36万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $754.47万 | 0.26% | 15,559 | -3,847 | -19.8% | -$186.54万 | 重新持有 |
| PANW | PALO ALTO NETWORKS INC | $740.04万 | 0.25% | 46,160 | 43,685 | 1,765.1% | $700.36万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $724.35万 | 0.25% | 55,315 | 53,561 | 3,053.6% | $701.38万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $704.08万 | 0.24% | 21,947 | 0 | 0.0% | — | 不变 |
| TSEM | TOWER SEMICONDUCTOR LTD | $633.73万 | 0.22% | 36,114 | 36,114 | — | $633.73万 | 新建仓 |
| NU | NU HLDGS LTD | $627.29万 | 0.22% | 436,531 | -19,100 | -4.2% | -$27.45万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $625.36万 | 0.22% | 7,392 | -154 | -2.0% | -$13.03万 | 减仓 |
| ASML | ASML HLDG NV | $614.85万 | 0.21% | 4,655 | 1,507 | 47.9% | $199.05万 | 加仓 |
| EWY | ISHARES INC | $600.67万 | 0.21% | 48,831 | 48,831 | — | $600.67万 | 新建仓 |
| IWF | ISHARES TR | $588.30万 | 0.20% | 13,797 | 31 | 0.2% | $1.32万 | 加仓 |
| VO | VANGUARD INDEX FDS | $587.74万 | 0.20% | 20,466 | 277 | 1.4% | $7.95万 | 加仓 |
| SHV | ISHARES TR | $568.69万 | 0.20% | 51,516 | -3,347 | -6.1% | -$36.95万 | 减仓 |
| ORCL | ORACLE CORP | $567.08万 | 0.20% | 38,548 | -54,619 | -58.6% | -$803.50万 | 减仓 |
| AZN | ASTRAZENECA PLC | $536.97万 | 0.18% | 27,227 | 27,227 | — | $536.97万 | 新建仓 |
| — | CALAMOS ETF TR | $532.59万 | 0.18% | 191,167 | 56,719 | 42.2% | $158.02万 | 加仓 |
| EEM | ISHARES TR | $520.50万 | 0.18% | 91,653 | 13,620 | 17.5% | $77.35万 | 加仓 |
| IX | ORIX CORP | $489.86万 | 0.17% | 163,340 | 22,938 | 16.3% | $68.79万 | 加仓 |
| MCK | MCKESSON CORP | $483.48万 | 0.17% | 5,587 | 36 | 0.6% | $3.12万 | 加仓 |
| FTI | TECHNIPFMC PLC | $473.29万 | 0.16% | 68,464 | 9,672 | 16.5% | $66.86万 | 加仓 |
| VB | VANGUARD INDEX FDS | $472.04万 | 0.16% | 18,022 | 167 | 0.9% | $4.37万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $439.63万 | 0.15% | 7,274 | 39 | 0.5% | $2.36万 | 加仓 |
| IWB | ISHARES TR | $433.76万 | 0.15% | 12,165 | 1,229 | 11.2% | $43.82万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $427.90万 | 0.15% | 20,763 | 20,763 | — | $427.90万 | 新建仓 |