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 |
|---|---|---|---|---|---|---|---|---|
| HLT | HILTON WORLDWIDE HLDGS INC | $244.91万 | 0.04% | 8,054 | 8,054 | — | $244.91万 | 新建仓 |
| DOV | DOVER CORP | $245.32万 | 0.04% | 11,769 | 11,769 | — | $245.32万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $246.28万 | 0.04% | 3,787 | -471 | -11.1% | -$30.63万 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC | $252.58万 | 0.04% | 24,117 | 24,117 | — | $252.58万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $257.20万 | 0.04% | 27,935 | 27,935 | — | $257.20万 | 新建仓 |
| GBCI | GLACIER BANCORP INC NEW | $261.27万 | 0.04% | 58,489 | 58,489 | — | $261.27万 | 新建仓 |
| — | SSGA ACTIVE TR | $261.37万 | 0.04% | 104,551 | -15,983 | -13.3% | -$39.96万 | 减仓 |
| FLR | FLUOR CORP | $261.66万 | 0.04% | 56,090 | 56,090 | — | $261.66万 | 新建仓 |
| — | SSGA ACTIVE TR | $261.79万 | 0.04% | 104,487 | -16,009 | -13.3% | -$40.11万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $265.63万 | 0.04% | 9,600 | 9,600 | — | $265.63万 | 新建仓 |
| IRM | IRON MTN INC DEL | $270.05万 | 0.04% | 26,439 | 26,439 | — | $270.05万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $287.19万 | 0.04% | 14,044 | 14,044 | — | $287.19万 | 新建仓 |
| CLH | CLEAN HARBORS INC | $291.72万 | 0.05% | 10,174 | 10,174 | — | $291.72万 | 新建仓 |
| COO | COOPER COS INC | $292.66万 | 0.05% | 40,931 | 40,931 | — | $292.66万 | 新建仓 |
| TSLA | TESLA INC | $304.72万 | 0.05% | 8,197 | -467 | -5.4% | -$17.36万 | 减仓 |
| FIVE | FIVE BELOW INC | $307.49万 | 0.05% | 13,458 | -1,175 | -8.0% | -$26.85万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $327.35万 | 0.05% | 10,881 | 5,280 | 94.3% | $158.85万 | 加仓 |
| IBTH | ISHARES TR | $328.84万 | 0.05% | 146,609 | -21,974 | -13.0% | -$49.29万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $335.02万 | 0.05% | 10,443 | 671 | 6.9% | $21.53万 | 加仓 |
| HUM | HUMANA INC | $338.46万 | 0.05% | 19,520 | 19,520 | — | $338.46万 | 新建仓 |
| IBTG | ISHARES TR | $340.04万 | 0.05% | 148,394 | -22,627 | -13.2% | -$51.85万 | 减仓 |
| ESML | ISHARES TR | $340.65万 | 0.05% | 72,449 | -1,659 | -2.2% | -$7.80万 | 减仓 |
| IJH | ISHARES TR | $351.65万 | 0.05% | 52,074 | 18,523 | 55.2% | $125.08万 | 加仓 |
| EFIV | SPDR SERIES TRUST | $353.00万 | 0.05% | 55,961 | -1,031 | -1.8% | -$6.50万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $360.24万 | 0.06% | 41,820 | 41,820 | — | $360.24万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $361.27万 | 0.06% | 24,951 | 24,951 | — | $361.27万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $364.01万 | 0.06% | 39,433 | -2,394 | -5.7% | -$22.10万 | 减仓 |
| IWY | ISHARES TR | $375.08万 | 0.06% | 15,073 | 9,111 | 152.8% | $226.72万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $389.67万 | 0.06% | 35,495 | 17,997 | 102.9% | $197.57万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $409.91万 | 0.06% | 7,842 | 4,037 | 106.1% | $211.02万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $425.77万 | 0.07% | 33,937 | 33,937 | — | $425.77万 | 新建仓 |
| UL | UNILEVER PLC | $435.27万 | 0.07% | 76,404 | 76,404 | — | $435.27万 | 新建仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $438.88万 | 0.07% | 179,943 | -2,600 | -1.4% | -$6.34万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $445.06万 | 0.07% | 560,535 | 560,535 | — | $445.06万 | 新建仓 |
| DB | DEUTSCHE BK AG | $445.09万 | 0.07% | 149,459 | 149,459 | — | $445.09万 | 新建仓 |
| EMBJ | EMBRAER S.A. | $454.22万 | 0.07% | 76,546 | 76,546 | — | $454.22万 | 新建仓 |
| BCS | BARCLAYS PLC | $454.64万 | 0.07% | 214,859 | 214,859 | — | $454.64万 | 新建仓 |
| AMCR | AMCOR PLC | $454.74万 | 0.07% | 114,400 | 114,400 | — | $454.74万 | 新建仓 |
| CRH | CRH PLC | $454.82万 | 0.07% | 43,267 | 27,342 | 171.7% | $287.42万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $467.61万 | 0.07% | 236,764 | 127,932 | 117.5% | $252.67万 | 加仓 |
| NMR | NOMURA HLDGS INC | $469.35万 | 0.07% | 594,862 | 594,862 | — | $469.35万 | 新建仓 |
| IX | ORIX CORP | $472.20万 | 0.07% | 157,454 | 157,454 | — | $472.20万 | 新建仓 |
| ING | ING GROEP N.V. | $472.90万 | 0.07% | 181,536 | 181,536 | — | $472.90万 | 新建仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $477.91万 | 0.07% | 48,991 | 28,871 | 143.5% | $281.64万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $484.60万 | 0.08% | 285,564 | 285,564 | — | $484.60万 | 新建仓 |
| PUK | PRUDENTIAL PLC | $490.62万 | 0.08% | 172,573 | 98,659 | 133.5% | $280.49万 | 加仓 |
| NWG | NATWEST GROUP PLC | $492.92万 | 0.08% | 330,819 | 330,819 | — | $492.92万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $493.24万 | 0.08% | 980,602 | 980,602 | — | $493.24万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $496.26万 | 0.08% | 23,742 | 14,904 | 168.6% | $311.52万 | 加仓 |
| UBS | UBS GROUP AG | $497.31万 | 0.08% | 127,288 | 81,461 | 177.8% | $318.27万 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $499.19万 | 0.08% | 37,404 | 37,404 | — | $499.19万 | 新建仓 |
| KB | KB FINL GROUP INC | $499.38万 | 0.08% | 50,073 | 50,073 | — | $499.38万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $500.49万 | 0.08% | 60,673 | 33,115 | 120.2% | $273.17万 | 加仓 |
| RY | ROYAL BK CDA | $500.81万 | 0.08% | 30,956 | 18,981 | 158.5% | $307.07万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $503.71万 | 0.08% | 14,905 | 7,877 | 112.1% | $266.20万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $504.13万 | 0.08% | 55,600 | 35,687 | 179.2% | $323.57万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $514.38万 | 0.08% | 37,497 | 37,497 | — | $514.38万 | 新建仓 |
| NGG | NATIONAL GRID PLC | $518.67万 | 0.08% | 61,308 | 37,025 | 152.5% | $313.23万 | 加仓 |
| DSI | ISHARES TR | $524.09万 | 0.08% | 43,245 | -506 | -1.2% | -$6.13万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $529.14万 | 0.08% | 51,488 | 33,378 | 184.3% | $343.03万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $532.49万 | 0.08% | 354,523 | 354,523 | — | $532.49万 | 新建仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $533.92万 | 0.08% | 56,350 | 33,271 | 144.2% | $315.24万 | 加仓 |
| NVS | NOVARTIS AG | $536.96万 | 0.08% | 35,153 | 20,492 | 139.8% | $313.01万 | 加仓 |
| SKM | SK TELECOM CO LTD | $552.94万 | 0.09% | 188,781 | 188,781 | — | $552.94万 | 新建仓 |
| LIN | LINDE PLC | $562.69万 | 0.09% | 11,350 | 7,521 | 196.4% | $372.86万 | 加仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $574.37万 | 0.09% | 188,255 | 188,255 | — | $574.37万 | 新建仓 |
| JD | JD.COM INC | $577.59万 | 0.09% | 195,331 | 141,802 | 264.9% | $419.31万 | 加仓 |
| SHEL | SHELL PLC | $649.08万 | 0.10% | 69,793 | 43,398 | 164.4% | $403.60万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $658.17万 | 0.10% | 92,817 | 5,562 | 6.4% | $39.44万 | 加仓 |
| IAU | ISHARES GOLD TR | $664.81万 | 0.10% | 75,410 | 1,666 | 2.3% | $14.69万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $731.11万 | 0.11% | 12,097 | 132 | 1.1% | $7.98万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $752.86万 | 0.12% | 424,145 | 4,748 | 1.1% | $8.43万 | 加仓 |
| CLOZ | SERIES PORTFOLIOS TR | $754.60万 | 0.12% | 294,190 | 8,612 | 3.0% | $22.09万 | 加仓 |
| — | AMPLIFY ETF TR | $756.40万 | 0.12% | 328,198 | 4,819 | 1.5% | $11.11万 | 加仓 |
| LONZ | PIMCO ETF TR | $763.76万 | 0.12% | 154,671 | 4,767 | 3.2% | $23.54万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $765.33万 | 0.12% | 115,766 | 58,443 | 102.0% | $386.37万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $766.54万 | 0.12% | 129,439 | 20,150 | 18.4% | $119.33万 | 加仓 |
| — | NEOS ETF TRUST | $770.44万 | 0.12% | 162,919 | 9,499 | 6.2% | $44.92万 | 加仓 |
| EQNR | EQUINOR ASA | $777.11万 | 0.12% | 184,149 | 184,149 | — | $777.11万 | 新建仓 |
| CAIE | CALAMOS ETF TR | $777.85万 | 0.12% | 309,408 | -96,529 | -23.8% | -$242.67万 | 减仓 |
| IWMI | NEOS ETF TRUST | $778.34万 | 0.12% | 164,206 | 853 | 0.5% | $4.04万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $783.27万 | 0.12% | 624,614 | 75,418 | 13.7% | $94.57万 | 加仓 |
| QQQ | INVESCO QQQ TR | $852.82万 | 0.13% | 14,776 | -1,284 | -8.0% | -$74.11万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $877.78万 | 0.14% | 342,348 | 31,513 | 10.1% | $80.80万 | 加仓 |
| BOXX | EA SERIES TRUST | $1,045.30万 | 0.16% | 89,887 | 20,592 | 29.7% | $239.46万 | 加仓 |
| QCOM | QUALCOMM INC | $1,102.49万 | 0.17% | 85,610 | 9,548 | 12.6% | $122.96万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,166.02万 | 0.18% | 48,105 | 3,876 | 8.8% | $93.95万 | 加仓 |
| HODL | VANECK BITCOIN ETF | $1,197.06万 | 0.19% | 624,768 | 69,320 | 12.5% | $132.82万 | 加仓 |
| — | NEOS ETF TRUST | $1,213.16万 | 0.19% | 214,226 | 214,226 | — | $1,213.16万 | 新建仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $1,224.17万 | 0.19% | 263,716 | 5,878 | 2.3% | $27.29万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $1,244.05万 | 0.19% | 301,441 | 9,661 | 3.3% | $39.87万 | 加仓 |
| KLAC | KLA CORP | $1,248.16万 | 0.19% | 8,477 | -1,367 | -13.9% | -$201.28万 | 减仓 |
| SJM | SMUCKER J M CO | $1,259.98万 | 0.20% | 130,649 | 2,458 | 1.9% | $23.70万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $1,268.01万 | 0.20% | 129,799 | 5,227 | 4.2% | $51.06万 | 加仓 |
| HD | HOME DEPOT INC | $1,286.89万 | 0.20% | 39,128 | 402 | 1.0% | $13.22万 | 加仓 |
| KHC | KRAFT HEINZ CO | $1,293.71万 | 0.20% | 575,240 | 33,351 | 6.2% | $75.01万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1,302.46万 | 0.20% | 435,894 | 11,440 | 2.7% | $34.18万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1,315.55万 | 0.20% | 490,718 | 12,778 | 2.7% | $34.26万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1,335.05万 | 0.21% | 135,704 | -6,210 | -4.4% | -$61.09万 | 减仓 |
| WFC | WELLS FARGO & CO | $1,373.98万 | 0.21% | 172,589 | 5,201 | 3.1% | $41.41万 | 加仓 |