Gradient Investments LLC
ARDEN HILLS MN · SEC CIK 0001542265
$64.55亿2026Q1 申报市值
420持仓数
22.6%前十大占比 · 第一大 5.0%
88 / 15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
GLDM 加仓+$4,881.49万
AZN 新建仓+$2,066.23万
DMBS 加仓+$2,059.24万
IVV 加仓+$1,899.16万
SPYM 加仓+$1,216.73万
2026Q1 卖出最多 按季末市值估算
INNOVATOR ETFS T 减仓-$4,062.70万
SPYI 减仓-$3,697.03万
SIVR 清仓-$3,125.17万
INNOVATOR ETFS T 减仓-$2,810.84万
AZN 清仓-$1,695.60万
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 |
|---|---|---|---|---|---|---|---|---|
| SIVR | ABRDN SILVER ETF TRUST | $0 | 0.00% | 0 | -462,030 | -100.0% | -$3,125.17万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -92,222 | -100.0% | -$1,695.60万 | 清仓 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | -706,782 | -100.0% | -$742.83万 | 清仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $0 | 0.00% | 0 | -30,668 | -100.0% | -$221.39万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -8,812 | -100.0% | -$188.63万 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -28,666 | -100.0% | -$187.53万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -34,816 | -100.0% | -$168.72万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -39,355 | -100.0% | -$164.11万 | 清仓 |
| RELX | RELX PLC | $0 | 0.00% | 0 | -37,473 | -100.0% | -$151.47万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -594 | -100.0% | -$33.91万 | 清仓 |
| ULST | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -7,952 | -100.0% | -$32.21万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -966 | -100.0% | -$25.59万 | 清仓 |
| QLD | PROSHARES TR | $0 | 0.00% | 0 | -3,328 | -100.0% | -$23.43万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -582 | -100.0% | -$20.56万 | 清仓 |
| VBK | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ANGEL OAK FUNDS TRUST | $0 | 0.00% | 0 | -11,101 | -100.0% | -$9.71万 | 清仓 |
| F | FORD MTR CO | $13.50万 | 0.00% | 11,701 | -3,703 | -24.0% | -$4.27万 | 重新持有 |
| FDX | FEDEX CORP | $20.03万 | 0.00% | 562 | 562 | — | $20.03万 | 新建仓 |
| IEF | ISHARES TR | $20.12万 | 0.00% | 2,108 | -38 | -1.8% | -$3,627 | 减仓 |
| QUAL | ISHARES TR | $20.35万 | 0.00% | 1,061 | -892 | -45.7% | -$17.11万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $20.64万 | 0.00% | 1,894 | -653 | -25.6% | -$7.12万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $20.65万 | 0.00% | 2,823 | 88 | 3.2% | $6,436 | 重新持有 |
| GE | GE AEROSPACE | $20.79万 | 0.00% | 733 | 733 | — | $20.79万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $20.79万 | 0.00% | 5,312 | -733 | -12.1% | -$2.87万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $20.97万 | 0.00% | 2,894 | 0 | 0.0% | — | 不变 |
| BAPR | INNOVATOR ETFS TRUST | $21.06万 | 0.00% | 4,300 | -602 | -12.3% | -$2.95万 | 减仓 |
| DTE | DTE ENERGY CO | $21.26万 | 0.00% | 1,454 | 13 | 0.9% | $1,901 | 重新持有 |
| PSX | PHILLIPS 66 | $21.99万 | 0.00% | 1,207 | -266 | -18.1% | -$4.85万 | 重新持有 |
| — | DIREXION SHARES ETF TRUST | $22.11万 | 0.00% | 5,000 | 5,000 | — | $22.11万 | 新建仓 |
| BSRR | SIERRA BANCORP | $22.25万 | 0.00% | 6,560 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $22.27万 | 0.00% | 4,436 | -1,482 | -25.0% | -$7.44万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $22.98万 | 0.00% | 7,826 | -957,318 | -99.2% | -$2,810.84万 | 减仓 |
| AGG | ISHARES TR | $23.14万 | 0.00% | 2,331 | 2,331 | — | $23.14万 | 新建仓 |
| JBL | JABIL INC | $23.53万 | 0.00% | 886 | 886 | — | $23.53万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $23.71万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $23.83万 | 0.00% | 697 | 697 | — | $23.83万 | 新建仓 |
| — | NORTHERN LTS FD TR IV | $24.13万 | 0.00% | 7,749 | 7,749 | — | $24.13万 | 新建仓 |
| — | NORTHERN LTS FD TR IV | $24.62万 | 0.00% | 7,575 | 7,575 | — | $24.62万 | 新建仓 |
| MMM | 3M CO | $25.06万 | 0.00% | 1,726 | 1,726 | — | $25.06万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $25.20万 | 0.00% | 686 | -169 | -19.8% | -$6.21万 | 减仓 |
| — | GLOBAL X FDS | $25.31万 | 0.00% | 6,862 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $25.82万 | 0.00% | 1,527 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $26.16万 | 0.00% | 1,416 | 0 | 0.0% | — | 不变 |
| HELO | J P MORGAN EXCHANGE TRADED F | $26.18万 | 0.00% | 4,097 | -229,746 | -98.2% | -$1,468.32万 | 减仓 |
| COFS | CHOICEONE FINANCIA | $26.20万 | 0.00% | 9,318 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $26.26万 | 0.00% | 3,496 | 7 | 0.2% | $526 | 加仓 |
| BAMG | NORTHERN LTS FD TR IV | $26.37万 | 0.00% | 7,220 | 7,220 | — | $26.37万 | 新建仓 |
| TFC | TRUIST FINL CORP | $27.73万 | 0.00% | 6,031 | -641 | -9.6% | -$2.95万 | 减仓 |
| IDV | ISHARES TR | $27.84万 | 0.00% | 6,542 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $27.91万 | 0.00% | 3,890 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $27.94万 | 0.00% | 2,853 | 546 | 23.7% | $5.35万 | 重新持有 |
| ITOT | ISHARES TR | $28.53万 | 0.00% | 2,003 | -108 | -5.1% | -$1.54万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $28.65万 | 0.00% | 420 | -101 | -19.4% | -$6.89万 | 减仓 |
| SMMU | PIMCO ETF TR | $29.27万 | 0.00% | 5,801 | -2,849 | -32.9% | -$14.37万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $29.48万 | 0.00% | 3,719 | 3,719 | — | $29.48万 | 新建仓 |
| CSX | CSX CORP | $29.69万 | 0.00% | 7,232 | 18 | 0.2% | $739 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $29.77万 | 0.00% | 7,416 | 1,504 | 25.4% | $6.04万 | 加仓 |
| EVRG | EVERGY INC | $29.83万 | 0.00% | 3,641 | -12 | -0.3% | -$983 | 减仓 |
| ARKX | ARK ETF TR | $29.85万 | 0.00% | 10,172 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $30.21万 | 0.00% | 3,544 | 46 | 1.3% | $3,921 | 加仓 |
| MEC | MAYVILLE ENGR CO INC | $30.70万 | 0.00% | 17,104 | -3,800 | -18.2% | -$6.82万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $30.72万 | 0.00% | 6,279 | 101 | 1.6% | $4,942 | 加仓 |
| HDV | ISHARES TR | $30.73万 | 0.00% | 2,264 | -30 | -1.3% | -$4,072 | 减仓 |
| INTC | INTEL CORP | $30.77万 | 0.00% | 6,973 | -121 | -1.7% | -$5,340 | 减仓 |
| CMS | CMS ENERGY CORP | $31.13万 | 0.00% | 4,012 | 2 | 0.0% | $155 | 加仓 |
| HYD | VANECK ETF TRUST | $31.22万 | 0.00% | 6,227 | -4,097 | -39.7% | -$20.54万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $31.74万 | 0.00% | 8,348 | -1,068,650 | -99.2% | -$4,062.70万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $32.42万 | 0.01% | 11,131 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $32.99万 | 0.01% | 1,995 | -145 | -6.8% | -$2.40万 | 减仓 |
| PFE | PFIZER INC | $33.09万 | 0.01% | 11,785 | -112,019 | -90.5% | -$314.56万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $35.00万 | 0.01% | 1,784 | 38 | 2.2% | $7,455 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $35.47万 | 0.01% | 7,432 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $35.66万 | 0.01% | 412 | 2 | 0.5% | $1,731 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $37.73万 | 0.01% | 6,221 | -15 | -0.2% | -$910 | 减仓 |
| SLV | ISHARES SILVER TR | $42.84万 | 0.01% | 6,287 | -190 | -2.9% | -$1.29万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $43.14万 | 0.01% | 2,949 | 56 | 1.9% | $8,192 | 加仓 |
| KR | KROGER CO | $45.20万 | 0.01% | 6,246 | -8 | -0.1% | -$579 | 减仓 |
| AOS | SMITH A O CORP | $45.33万 | 0.01% | 6,875 | 35 | 0.5% | $2,308 | 加仓 |
| MRK | MERCK & CO INC | $45.36万 | 0.01% | 3,771 | -18 | -0.5% | -$2,165 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $45.55万 | 0.01% | 1,506 | -52 | -3.3% | -$1.57万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $45.68万 | 0.01% | 9,427 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $46.71万 | 0.01% | 24,201 | 535 | 2.3% | $1.03万 | 加仓 |
| MUNI | PIMCO ETF TR | $46.89万 | 0.01% | 8,985 | -4,670 | -34.2% | -$24.37万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $47.05万 | 0.01% | 7,343 | 2,033 | 38.3% | $13.03万 | 加仓 |
| SO | SOUTHERN CO | $48.89万 | 0.01% | 5,066 | 520 | 11.4% | $5.02万 | 加仓 |
| ALAB | ASTERA LABS INC | $49.62万 | 0.01% | 4,527 | 4,527 | — | $49.62万 | 新建仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $50.39万 | 0.01% | 21,742 | -3,031 | -12.2% | -$7.02万 | 减仓 |
| VGT | VANGUARD WORLD FD | $54.53万 | 0.01% | 782 | 332 | 73.8% | $23.15万 | 加仓 |
| WMB | WILLIAMS COS INC | $55.09万 | 0.01% | 7,569 | 1,045 | 16.0% | $7.61万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $55.26万 | 0.01% | 24,710 | -3,207 | -11.5% | -$7.17万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $55.50万 | 0.01% | 16,547 | -98 | -0.6% | -$3,287 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $56.03万 | 0.01% | 6,805 | -106 | -1.5% | -$8,727 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $56.23万 | 0.01% | 2,615 | 16 | 0.6% | $3,441 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $56.82万 | 0.01% | 3,836 | 2,271 | 145.1% | $33.64万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $57.05万 | 0.01% | 4,293 | 1,665 | 63.4% | $22.13万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $60.58万 | 0.01% | 5,233 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $60.83万 | 0.01% | 20,981 | -1,913 | -8.4% | -$5.55万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $60.87万 | 0.01% | 323 | 0 | 0.0% | — | 不变 |
| TAXX | BONDBLOXX ETF TRUST | $60.95万 | 0.01% | 12,056 | 307 | 2.6% | $1.55万 | 加仓 |
| IVW | ISHARES TR | $62.19万 | 0.01% | 5,498 | 2,464 | 81.2% | $27.87万 | 加仓 |