Gradient Investments LLC
ARDEN HILLS MN · SEC CIK 0001542265
$72.47亿2026Q2 申报市值
448持仓数
22.6%前十大占比 · 第一大 5.4%
58 / 31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
XTEN 加仓+$4,767.58万
SPIB 加仓+$4,552.42万
XTWY 新建仓+$4,432.56万
NVDA 加仓+$4,375.51万
INNOVATOR ETFS T 新建仓+$4,254.22万
2026Q2 卖出最多 按季末市值估算
XFIV 减仓-$4,593.60万
XTRE 减仓-$4,462.03万
IGIB 减仓-$4,010.62万
INNOVATOR ETFS T 清仓-$3,860.45万
INNOVATOR ETFS T 清仓-$3,588.50万
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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $40.24万 | 0.01% | 2,450 | 447 | 22.3% | $7.34万 | 加仓 |
| ET | ENERGY TRANSFER L P | $41.81万 | 0.01% | 21,866 | -2,335 | -9.6% | -$4.46万 | 减仓 |
| AOS | SMITH A O CORP | $42.90万 | 0.01% | 6,840 | -35 | -0.5% | -$2,195 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $43.45万 | 0.01% | 18,000 | 18,000 | — | $43.45万 | 新建仓 |
| DE | DEERE & CO | $45.20万 | 0.01% | 713 | 713 | — | $45.20万 | 新建仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $47.00万 | 0.01% | 20,474 | -1,268 | -5.8% | -$2.91万 | 减仓 |
| MRK | MERCK & CO INC | $47.84万 | 0.01% | 3,723 | -48 | -1.3% | -$6,168 | 减仓 |
| MUNI | PIMCO ETF TR | $49.12万 | 0.01% | 9,338 | 353 | 3.9% | $1.86万 | 加仓 |
| AMAT | APPLIED MATLS INC | $49.31万 | 0.01% | 682 | -15 | -2.2% | -$1.08万 | 减仓 |
| T | AT&T INC | $50.53万 | 0.01% | 24,411 | 3,430 | 16.3% | $7.10万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $51.57万 | 0.01% | 827 | -19 | -2.2% | -$1.18万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $51.86万 | 0.01% | 9,427 | 0 | 0.0% | — | 不变 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $52.55万 | 0.01% | 23,517 | -1,193 | -4.8% | -$2.67万 | 减仓 |
| GM | GENERAL MTRS CO | $52.78万 | 0.01% | 6,848 | 6,848 | — | $52.78万 | 新建仓 |
| MMM | 3M CO | $54.25万 | 0.01% | 3,351 | 1,625 | 94.1% | $26.31万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $56.23万 | 0.01% | 7,892 | 549 | 7.5% | $3.91万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $57.01万 | 0.01% | 2,616 | 832 | 46.6% | $18.13万 | 加仓 |
| DTE | DTE ENERGY CO | $59.12万 | 0.01% | 3,880 | 2,426 | 166.9% | $36.96万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $60.76万 | 0.01% | 292 | -31 | -9.6% | -$6.45万 | 减仓 |
| GLD | SPDR GOLD TR | $60.97万 | 0.01% | 1,655 | -525 | -24.1% | -$19.34万 | 减仓 |
| SUSC | ISHARES TR | $61.39万 | 0.01% | 26,515 | -1,110 | -4.0% | -$2.57万 | 减仓 |
| TAXX | BONDBLOXX ETF TRUST | $61.39万 | 0.01% | 12,098 | 42 | 0.3% | $2,131 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $61.81万 | 0.01% | 6,908 | 103 | 1.5% | $9,216 | 加仓 |
| VGT | VANGUARD WORLD FD | $63.97万 | 0.01% | 5,352 | -904 | -14.5% | -$10.80万 | 减仓 |
| ITM | VANECK ETF TRUST | $65.39万 | 0.01% | 13,916 | 472 | 3.5% | $2.22万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $66.17万 | 0.01% | 15,629 | 11,193 | 252.3% | $47.39万 | 加仓 |
| DIS | DISNEY WALT CO | $66.24万 | 0.01% | 6,882 | 52 | 0.8% | $5,005 | 加仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $66.89万 | 0.01% | 14,192 | 14,192 | — | $66.89万 | 新建仓 |
| WMB | WILLIAMS COS INC | $70.32万 | 0.01% | 9,459 | 1,890 | 25.0% | $14.05万 | 加仓 |
| PGR | PROGRESSIVE CORP | $71.48万 | 0.01% | 3,272 | 28 | 0.9% | $6,117 | 加仓 |
| MYCH | SSGA ACTIVE TR | $71.92万 | 0.01% | 28,880 | 944 | 3.4% | $2.35万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $73.53万 | 0.01% | 6,297 | 1,064 | 20.3% | $12.42万 | 加仓 |
| IVZ | INVESCO LTD | $74.19万 | 0.01% | 28,112 | 28,112 | — | $74.19万 | 新建仓 |
| HAL | HALLIBURTON CO | $74.52万 | 0.01% | 21,948 | 528 | 2.5% | $1.79万 | 加仓 |
| IVW | ISHARES TR | $74.86万 | 0.01% | 5,443 | -55 | -1.0% | -$7,564 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.01% | 1 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $79.68万 | 0.01% | 6,842 | 6,842 | — | $79.68万 | 新建仓 |
| SO | SOUTHERN CO | $80.51万 | 0.01% | 8,412 | 3,346 | 66.0% | $32.02万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $82.03万 | 0.01% | 3,346 | 3,346 | — | $82.03万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $82.23万 | 0.01% | 3,440 | 622 | 22.1% | $14.87万 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $82.83万 | 0.01% | 32,738 | 3,838 | 13.3% | $9.71万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $83.55万 | 0.01% | 7,317 | 705 | 10.7% | $8.05万 | 加仓 |
| SLB | SLB LIMITED | $83.75万 | 0.01% | 18,015 | -66 | -0.4% | -$3,068 | 减仓 |
| SNAP | SNAP INC | $83.84万 | 0.01% | 188,827 | 12,492 | 7.1% | $5.55万 | 加仓 |
| AFL | AFLAC INC | $84.47万 | 0.01% | 7,204 | 14 | 0.2% | $1,642 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $84.97万 | 0.01% | 4,460 | 167 | 3.9% | $3.18万 | 加仓 |
| — | GATES INDL CORP PLC | $86.23万 | 0.01% | 30,828 | 30,828 | — | $86.23万 | 新建仓 |
| SRE | SEMPRA | $86.69万 | 0.01% | 9,350 | 12 | 0.1% | $1,113 | 加仓 |
| IBTI | ISHARES TR | $87.20万 | 0.01% | 39,385 | 1,336 | 3.5% | $2.96万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $87.27万 | 0.01% | 2,580 | 1,074 | 71.3% | $36.33万 | 加仓 |
| BBMC | J P MORGAN EXCHANGE TRADED F | $91.06万 | 0.01% | 7,162 | -1,413 | -16.5% | -$17.97万 | 减仓 |
| MBLY | MOBILEYE GLOBAL INC | $92.10万 | 0.01% | 95,148 | 95,148 | — | $92.10万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $92.83万 | 0.01% | 5,281 | 704 | 15.4% | $12.37万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $93.16万 | 0.01% | 23,585 | 819 | 3.6% | $3.24万 | 加仓 |
| DG | DOLLAR GEN CORP | $94.10万 | 0.01% | 8,175 | -122 | -1.5% | -$1.40万 | 减仓 |
| SUB | ISHARES TR | $94.69万 | 0.01% | 8,894 | 223 | 2.6% | $2.37万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $94.99万 | 0.01% | 7,504 | 237 | 3.3% | $3.00万 | 加仓 |
| INTC | INTEL CORP | $95.31万 | 0.01% | 6,826 | -147 | -2.1% | -$2.05万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $95.88万 | 0.01% | 11,215 | -14 | -0.1% | -$1,197 | 减仓 |
| BROS | DUTCH BROS INC | $97.88万 | 0.01% | 13,630 | 13,630 | — | $97.88万 | 新建仓 |
| CGNX | COGNEX CORP | $101.19万 | 0.01% | 13,973 | 13,973 | — | $101.19万 | 新建仓 |
| SHE | SPDR SERIES TRUST | $105.35万 | 0.01% | 6,822 | 218 | 3.3% | $3.37万 | 加仓 |
| MPC | MARATHON PETE CORP | $106.44万 | 0.01% | 4,163 | -26 | -0.6% | -$6,647 | 减仓 |
| EXP | EAGLE MATLS INC | $109.84万 | 0.02% | 4,882 | -71 | -1.4% | -$1.60万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $109.92万 | 0.02% | 12,761 | 2,957 | 30.2% | $25.47万 | 加仓 |
| SYY | SYSCO CORP | $112.35万 | 0.02% | 13,442 | -303 | -2.2% | -$2.53万 | 减仓 |
| CHWY | CHEWY INC | $114.55万 | 0.02% | 58,295 | 17,390 | 42.5% | $34.17万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $118.32万 | 0.02% | 111,943 | 19,129 | 20.6% | $20.22万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $118.68万 | 0.02% | 31,150 | 3,485 | 12.6% | $13.28万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $120.19万 | 0.02% | 35,349 | 1,483 | 4.4% | $5.04万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $121.37万 | 0.02% | 3,525 | 48 | 1.4% | $1.65万 | 加仓 |
| BA | BOEING CO | $122.97万 | 0.02% | 5,681 | 51 | 0.9% | $1.10万 | 加仓 |
| VLO | VALERO ENERGY CORP | $125.27万 | 0.02% | 4,810 | 51 | 1.1% | $1.33万 | 加仓 |
| GMED | GLOBUS MED INC | $127.29万 | 0.02% | 16,111 | 2,081 | 14.8% | $16.44万 | 加仓 |
| SHAK | SHAKE SHACK INC | $127.59万 | 0.02% | 22,775 | 2,858 | 14.3% | $16.01万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $128.65万 | 0.02% | 16,437 | 16,437 | — | $128.65万 | 新建仓 |
| RDNT | RADNET INC | $129.68万 | 0.02% | 21,028 | 21,028 | — | $129.68万 | 新建仓 |
| BG | BUNGE GLOBAL SA | $130.86万 | 0.02% | 12,261 | 144 | 1.2% | $1.54万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $133.17万 | 0.02% | 37,897 | 19,870 | 110.2% | $69.82万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $135.02万 | 0.02% | 37,496 | 37,496 | — | $135.02万 | 新建仓 |
| ARW | ARROW ELECTRS INC | $135.54万 | 0.02% | 6,351 | -289 | -4.4% | -$6.17万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $137.45万 | 0.02% | 28,300 | -879 | -3.0% | -$4.27万 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $143.53万 | 0.02% | 54,824 | -435 | -0.8% | -$1.14万 | 减仓 |
| RVLV | REVOLVE GROUP INC | $143.67万 | 0.02% | 62,767 | 62,767 | — | $143.67万 | 新建仓 |
| ORCL | ORACLE CORP | $145.53万 | 0.02% | 9,931 | 156 | 1.6% | $2.29万 | 加仓 |
| ROST | ROSS STORES INC | $145.76万 | 0.02% | 6,848 | -3,851 | -36.0% | -$81.97万 | 减仓 |
| DT | DYNATRACE INC | $146.69万 | 0.02% | 33,407 | 205 | 0.6% | $9,002 | 加仓 |
| TFI | SPDR SERIES TRUST | $148.84万 | 0.02% | 32,498 | 1,106 | 3.5% | $5.07万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $154.16万 | 0.02% | 10,140 | -14,811 | -59.4% | -$225.17万 | 减仓 |
| INVH | INVITATION HOMES INC | $155.13万 | 0.02% | 51,352 | -940 | -1.8% | -$2.84万 | 减仓 |
| H | HYATT HOTELS CORP | $157.96万 | 0.02% | 8,149 | 8,149 | — | $157.96万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $158.41万 | 0.02% | 3,160 | -14 | -0.4% | -$7,018 | 减仓 |
| UNM | UNUM GROUP | $159.96万 | 0.02% | 17,893 | 17,893 | — | $159.96万 | 新建仓 |
| SIGI | SELECTIVE INS GROUP INC | $161.46万 | 0.02% | 16,644 | 1,228 | 8.0% | $11.91万 | 加仓 |
| KBH | KB HOME | $162.44万 | 0.02% | 25,953 | -10,557 | -28.9% | -$66.08万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $162.65万 | 0.02% | 2,800 | -404 | -12.6% | -$23.47万 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $162.91万 | 0.02% | 9,122 | 567 | 6.6% | $10.13万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $162.97万 | 0.02% | 8,711 | 8,711 | — | $162.97万 | 新建仓 |
| CELH | CELSIUS HLDGS INC | $163.53万 | 0.02% | 55,849 | 2,699 | 5.1% | $7.90万 | 加仓 |
| MMSI | MERIT MED SYS INC | $165.65万 | 0.02% | 23,890 | 23,890 | — | $165.65万 | 新建仓 |