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 |
|---|---|---|---|---|---|---|---|---|
| CI | THE CIGNA GROUP | $422.13万 | 0.15% | 15,825 | 15,044 | 1,926.2% | $401.30万 | 重新持有 |
| RSP | INVESCO EXCHANGE TRADED FD T | $392.11万 | 0.13% | 20,431 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD INC | $388.23万 | 0.13% | 87,381 | 12,315 | 16.4% | $54.72万 | 加仓 |
| KB | KB FINL GROUP INC | $384.21万 | 0.13% | 38,525 | -3,375 | -8.1% | -$33.66万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $376.16万 | 0.13% | 78,416 | 78,416 | — | $376.16万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $365.93万 | 0.13% | 185,280 | 25,856 | 16.2% | $51.07万 | 加仓 |
| ABBV | ABBVIE INC | $353.99万 | 0.12% | 16,276 | 1,401 | 9.4% | $30.47万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $352.11万 | 0.12% | 7,047 | 643 | 10.0% | $32.13万 | 加仓 |
| SKM | SK TELECOM CO LTD | $351.13万 | 0.12% | 119,882 | 119,882 | — | $351.13万 | 新建仓 |
| RTX | RTX CORPORATION | $347.01万 | 0.12% | 17,989 | 5,576 | 44.9% | $107.56万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $345.76万 | 0.12% | 47,055 | 47,055 | — | $345.76万 | 新建仓 |
| VEEV | VEEVA SYS INC | $332.52万 | 0.11% | 18,930 | -219 | -1.1% | -$3.85万 | 减仓 |
| APP | APPLOVIN CORP | $326.56万 | 0.11% | 8,205 | -392 | -4.6% | -$15.60万 | 减仓 |
| PTON | PELOTON INTERACTIVE INC | $311.15万 | 0.11% | 725,284 | 82 | 0.0% | $352 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $310.14万 | 0.11% | 9,180 | 1,308 | 16.6% | $44.19万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $308.99万 | 0.11% | 37,286 | 37,286 | — | $308.99万 | 新建仓 |
| — | CALAMOS ETF TR | $301.53万 | 0.10% | 112,133 | -21,287 | -16.0% | -$57.24万 | 减仓 |
| GE | GE AEROSPACE | $294.81万 | 0.10% | 10,389 | -1,450 | -12.2% | -$41.15万 | 减仓 |
| KLAC | KLA CORP | $294.78万 | 0.10% | 2,002 | -482 | -19.4% | -$70.97万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 0.10% | 4 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $286.37万 | 0.10% | 10,583 | -1,231 | -10.4% | -$33.31万 | 减仓 |
| BAC | BANK AMERICA CORP | $286.04万 | 0.10% | 58,675 | -5,305 | -8.3% | -$25.86万 | 减仓 |
| — | CALAMOS ETF TR | $276.11万 | 0.09% | 102,338 | -23,181 | -18.5% | -$62.54万 | 减仓 |
| MRK | MERCK & CO INC | $250.35万 | 0.09% | 20,812 | 1,522 | 7.9% | $18.31万 | 加仓 |
| CCJ | CAMECO CORP | $249.38万 | 0.09% | 22,961 | -6,745 | -22.7% | -$73.26万 | 减仓 |
| HDV | ISHARES TR | $247.16万 | 0.09% | 18,211 | 1,492 | 8.9% | $20.25万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $242.61万 | 0.08% | 30,941 | -441 | -1.4% | -$3.46万 | 减仓 |
| GEV | GE VERNOVA INC | $242.07万 | 0.08% | 2,773 | 822 | 42.1% | $71.76万 | 加仓 |
| PWR | QUANTA SVCS INC | $239.48万 | 0.08% | 4,362 | -354 | -7.5% | -$19.44万 | 减仓 |
| — | CALAMOS ETF TR | $237.94万 | 0.08% | 91,796 | -10,653 | -10.4% | -$27.61万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $234.14万 | 0.08% | 44,302 | -9,404 | -17.5% | -$49.70万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $232.58万 | 0.08% | 16,102 | -6,919 | -30.1% | -$99.94万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $230.80万 | 0.08% | 13,414 | 13,414 | — | $230.80万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $223.86万 | 0.08% | 17,843 | -8,197 | -31.5% | -$102.84万 | 减仓 |
| MCD | MCDONALDS CORP | $223.52万 | 0.08% | 7,192 | 909 | 14.5% | $28.25万 | 加仓 |
| SMH | VANECK ETF TRUST | $222.33万 | 0.08% | 5,799 | 461 | 8.6% | $17.67万 | 加仓 |
| IEMG | ISHARES INC | $222.05万 | 0.08% | 31,835 | 857 | 2.8% | $5.98万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $216.98万 | 0.07% | 10,679 | 9,342 | 698.7% | $189.81万 | 加仓 |
| — | CALAMOS ETF TR | $212.62万 | 0.07% | 79,129 | -6,194 | -7.3% | -$16.64万 | 减仓 |
| VGT | VANGUARD WORLD FD | $212.46万 | 0.07% | 3,045 | 690 | 29.3% | $48.14万 | 加仓 |
| CSCO | CISCO SYS INC | $205.18万 | 0.07% | 26,444 | -3,641 | -12.1% | -$28.25万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $202.60万 | 0.07% | 33,072 | 21,491 | 185.6% | $131.65万 | 加仓 |
| AMGN | AMGEN INC | $202.24万 | 0.07% | 5,748 | -53 | -0.9% | -$1.86万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $199.73万 | 0.07% | 8,240 | -250 | -2.9% | -$6.06万 | 减仓 |
| — | CALAMOS ETF TR | $193.70万 | 0.07% | 75,692 | 12,067 | 19.0% | $30.88万 | 加仓 |
| INTC | INTEL CORP | $190.89万 | 0.07% | 43,256 | 1,832 | 4.4% | $8.08万 | 加仓 |
| IJH | ISHARES TR | $189.72万 | 0.07% | 28,094 | 1,275 | 4.8% | $8.61万 | 加仓 |
| PFE | PFIZER INC | $189.21万 | 0.07% | 67,383 | 3,188 | 5.0% | $8.95万 | 加仓 |
| IWD | ISHARES TR | $187.65万 | 0.06% | 8,782 | 306 | 3.6% | $6.54万 | 加仓 |
| — | CALAMOS ETF TR | $186.23万 | 0.06% | 73,698 | -1,432 | -1.9% | -$3.62万 | 减仓 |
| KO | COCA COLA CO | $185.54万 | 0.06% | 24,397 | 8,984 | 58.3% | $68.32万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $184.85万 | 0.06% | 16,962 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $182.78万 | 0.06% | 34,776 | 2,575 | 8.0% | $13.53万 | 加仓 |
| NET | CLOUDFLARE INC | $180.92万 | 0.06% | 8,768 | -502 | -5.4% | -$10.36万 | 减仓 |
| HEI | HEICO CORP NEW | $179.98万 | 0.06% | 6,564 | -7 | -0.1% | -$1,919 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $168.64万 | 0.06% | 5,156 | 3,824 | 287.1% | $125.07万 | 加仓 |
| IGIB | ISHARES TR | $164.05万 | 0.06% | 30,825 | -2,104 | -6.4% | -$11.20万 | 减仓 |
| BX | BLACKSTONE INC | $160.27万 | 0.06% | 13,938 | 7,085 | 103.4% | $81.47万 | 加仓 |
| GLD | SPDR GOLD TR | $160.11万 | 0.06% | 3,721 | 102 | 2.8% | $4.39万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $150.13万 | 0.05% | 19,470 | 430 | 2.3% | $3.32万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $145.79万 | 0.05% | 85,160 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $141.63万 | 0.05% | 3,728 | -743 | -16.6% | -$28.23万 | 减仓 |
| LOW | LOWES COS INC | $139.10万 | 0.05% | 5,887 | 18 | 0.3% | $4,253 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $138.47万 | 0.05% | 258,000 | -100,000 | -27.9% | -$53.67万 | 减仓 |
| IWR | ISHARES TR | $137.14万 | 0.05% | 14,105 | -870 | -5.8% | -$8.46万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $135.88万 | 0.05% | 35,366 | -870 | -2.4% | -$3.34万 | 减仓 |
| R | RYDER SYS INC | $135.17万 | 0.05% | 6,603 | -756 | -10.3% | -$15.48万 | 减仓 |
| — | CALAMOS ETF TR | $133.61万 | 0.05% | 50,590 | -718 | -1.4% | -$1.90万 | 减仓 |
| C | CITIGROUP INC | $131.95万 | 0.05% | 11,635 | -523 | -4.3% | -$5.93万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $131.88万 | 0.05% | 77,711 | -3,132 | -3.9% | -$5.32万 | 减仓 |
| SBUX | STARBUCKS CORP | $131.63万 | 0.05% | 14,692 | 208 | 1.4% | $1.86万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $129.15万 | 0.04% | 6,513 | -2,193 | -25.2% | -$43.49万 | 减仓 |
| — | ADVANCED ENERGY INDS | $125.82万 | 0.04% | 524,000 | 9,000 | 1.7% | $2.16万 | 加仓 |
| ITA | ISHARES TR | $124.58万 | 0.04% | 5,695 | 5,695 | — | $124.58万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $124.52万 | 0.04% | 6,121 | 6 | 0.1% | $1,221 | 加仓 |
| XOP | SPDR SERIES TRUST | $120.01万 | 0.04% | 6,600 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $119.64万 | 0.04% | 14,037 | 524 | 3.9% | $4.47万 | 加仓 |
| ALL | ALLSTATE CORP | $118.76万 | 0.04% | 5,728 | -26 | -0.5% | -$5,391 | 减仓 |
| SJNK | SPDR SERIES TRUST | $118.74万 | 0.04% | 47,536 | 14,600 | 44.3% | $36.47万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $118.08万 | 0.04% | 10,433 | -50 | -0.5% | -$5,659 | 减仓 |
| DIS | DISNEY WALT CO | $117.56万 | 0.04% | 12,198 | -3,083 | -20.2% | -$29.71万 | 减仓 |
| — | CALAMOS ETF TR | $115.84万 | 0.04% | 42,982 | -2,876 | -6.3% | -$7.75万 | 减仓 |
| MPC | MARATHON PETE CORP | $115.06万 | 0.04% | 4,712 | 62 | 1.3% | $1.51万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $114.33万 | 0.04% | 5,827 | 1,174 | 25.2% | $23.03万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $113.97万 | 0.04% | 8,576 | -1,440 | -14.4% | -$19.14万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $112.60万 | 0.04% | 8,590 | 3,514 | 69.2% | $46.06万 | 加仓 |
| BMI | BADGER METER INC | $112.05万 | 0.04% | 7,355 | 7,355 | — | $112.05万 | 新建仓 |
| T | AT&T INC | $110.20万 | 0.04% | 38,013 | -12,864 | -25.3% | -$37.29万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $109.11万 | 0.04% | 1,600 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $108.96万 | 0.04% | 17,364 | -99,850 | -85.2% | -$626.56万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $108.28万 | 0.04% | 4,944 | 1,398 | 39.4% | $30.62万 | 加仓 |
| IWM | ISHARES TR | $108.18万 | 0.04% | 4,362 | 167 | 4.0% | $4.14万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $107.21万 | 0.04% | 6,484 | 1,281 | 24.6% | $21.18万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $106.93万 | 0.04% | 7,310 | 904 | 14.1% | $13.22万 | 加仓 |
| ENVA | ENOVA INTL INC | $106.16万 | 0.04% | 7,816 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $106.16万 | 0.04% | 1,083 | -82 | -7.0% | -$8.04万 | 减仓 |
| SDY | SPDR SERIES TRUST | $105.81万 | 0.04% | 7,250 | 100 | 1.4% | $1.46万 | 加仓 |
| — | BOEING CO | $104.75万 | 0.04% | 16,145 | 249 | 1.6% | $1.62万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $103.42万 | 0.04% | 905,000 | 747,000 | 472.8% | $85.36万 | 加仓 |
| CRM | SALESFORCE INC | $103.25万 | 0.04% | 5,531 | -399 | -6.7% | -$7.45万 | 减仓 |