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 |
|---|---|---|---|---|---|---|---|---|
| JMST | J P MORGAN EXCHANGE TRADED F | $1,388.94万 | 0.22% | 272,448 | 63,481 | 30.4% | $323.63万 | 加仓 |
| IGSB | ISHARES TR | $1,393.17万 | 0.22% | 265,063 | 16,458 | 6.6% | $86.50万 | 加仓 |
| CLOI | VANECK ETF TRUST | $1,413.93万 | 0.22% | 268,297 | 905 | 0.3% | $4.77万 | 加仓 |
| USB | US BANCORP | $1,428.44万 | 0.22% | 274,647 | -9,865 | -3.5% | -$51.31万 | 减仓 |
| ALL | ALLSTATE CORP | $1,438.53万 | 0.22% | 69,380 | 1,608 | 2.4% | $33.34万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $1,441.70万 | 0.22% | 220,241 | 3,991 | 1.8% | $26.13万 | 加仓 |
| CSCO | CISCO SYS INC | $1,443.53万 | 0.22% | 186,046 | -1,262 | -0.7% | -$9.79万 | 减仓 |
| MHO | M/I HOMES INC | $1,469.60万 | 0.23% | 120,016 | 5,243 | 4.6% | $64.20万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,479.10万 | 0.23% | 76,187 | -3,777 | -4.7% | -$73.33万 | 减仓 |
| RTX | RTX CORPORATION | $1,499.46万 | 0.23% | 77,732 | -660 | -0.8% | -$12.73万 | 减仓 |
| PODD | INSULET CORP | $1,524.66万 | 0.24% | 72,658 | 3,497 | 5.1% | $73.38万 | 加仓 |
| MO | ALTRIA GROUP INC | $1,526.70万 | 0.24% | 231,353 | 3,271 | 1.4% | $21.59万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $1,566.61万 | 0.24% | 60,187 | -2,490 | -4.0% | -$64.81万 | 减仓 |
| AMGN | AMGEN INC | $1,570.08万 | 0.24% | 44,623 | -1,537 | -3.3% | -$54.08万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1,576.28万 | 0.24% | 120,253 | 1,351 | 1.1% | $17.71万 | 加仓 |
| ABBV | ABBVIE INC | $1,607.85万 | 0.25% | 73,927 | 2,776 | 3.9% | $60.38万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $1,608.78万 | 0.25% | 42,347 | -2,459 | -5.5% | -$93.42万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,614.36万 | 0.25% | 257,268 | 23,007 | 9.8% | $144.37万 | 加仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $1,620.97万 | 0.25% | 120,330 | 24,522 | 25.6% | $330.34万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $1,658.82万 | 0.26% | 494,726 | -8,653 | -1.7% | -$29.01万 | 减仓 |
| SNPS | SYNOPSYS INC | $1,672.75万 | 0.26% | 42,190 | 636 | 1.5% | $25.22万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,689.62万 | 0.26% | 36,652 | 1,240 | 3.5% | $57.16万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $1,693.64万 | 0.26% | 47,192 | 9,099 | 23.9% | $326.55万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $1,699.91万 | 0.26% | 452,466 | -50,870 | -10.1% | -$191.12万 | 减仓 |
| C | CITIGROUP INC | $1,720.71万 | 0.27% | 151,725 | -3,698 | -2.4% | -$41.94万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $1,725.33万 | 0.27% | 147,238 | 51,102 | 53.2% | $598.81万 | 加仓 |
| CTAS | CINTAS CORP | $1,761.00万 | 0.27% | 104,115 | -4,923 | -4.5% | -$83.27万 | 减仓 |
| DCRE | DOUBLELINE ETF TRUST | $1,781.80万 | 0.28% | 342,918 | 20,391 | 6.3% | $105.95万 | 加仓 |
| LLY | ELI LILLY & CO | $1,801.39万 | 0.28% | 19,585 | -884 | -4.3% | -$81.31万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $1,801.58万 | 0.28% | 617,404 | 35,179 | 6.0% | $102.65万 | 加仓 |
| EIX | EDISON INTL | $1,848.56万 | 0.29% | 252,605 | -10,451 | -4.0% | -$76.48万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,863.68万 | 0.29% | 41,736 | -1,859 | -4.3% | -$83.01万 | 减仓 |
| EOG | EOG RES INC | $1,903.92万 | 0.29% | 131,696 | 1,128 | 0.9% | $16.31万 | 加仓 |
| KEY | KEYCORP | $1,905.38万 | 0.30% | 950,316 | 52,753 | 5.9% | $105.77万 | 加仓 |
| ASML | ASML HLDG NV | $1,931.19万 | 0.30% | 14,621 | 233 | 1.6% | $30.78万 | 加仓 |
| NOW | SERVICENOW INC | $1,939.33万 | 0.30% | 185,493 | 30,188 | 19.4% | $315.62万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $1,942.30万 | 0.30% | 429,427 | 60,017 | 16.2% | $271.46万 | 加仓 |
| LOUP | INNOVATOR ETFS TRUST | $1,984.22万 | 0.31% | 288,216 | 8,999 | 3.2% | $61.95万 | 加仓 |
| DXCM | DEXCOM INC | $2,004.95万 | 0.31% | 319,259 | -12,747 | -3.8% | -$80.05万 | 减仓 |
| TOLZ | PROSHARES TR | $2,043.62万 | 0.32% | 340,717 | 14,754 | 4.5% | $88.49万 | 加仓 |
| TJX | TJX COS INC NEW | $2,064.73万 | 0.32% | 129,288 | -2,857 | -2.2% | -$45.63万 | 减仓 |
| AZN | ASTRAZENECA PLC | $2,066.23万 | 0.32% | 104,776 | 104,776 | — | $2,066.23万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $2,083.74万 | 0.32% | 194,197 | 5,188 | 2.7% | $55.67万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $2,105.21万 | 0.33% | 800,461 | 48,390 | 6.4% | $127.27万 | 加仓 |
| GOOGL | ALPHABET INC | $2,124.54万 | 0.33% | 73,882 | 16,874 | 29.6% | $485.23万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $2,135.02万 | 0.33% | 162,817 | -9,877 | -5.7% | -$129.52万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $2,187.07万 | 0.34% | 271,483 | -17,290 | -6.0% | -$139.29万 | 减仓 |
| EQIX | EQUINIX INC | $2,219.12万 | 0.34% | 22,639 | -3,178 | -12.3% | -$311.51万 | 减仓 |
| PRIV | SSGA ACTIVE TR | $2,258.51万 | 0.35% | 895,318 | 124,466 | 16.1% | $313.98万 | 加仓 |
| MLPA | GLOBAL X FDS | $2,272.24万 | 0.35% | 421,801 | -36,326 | -7.9% | -$195.69万 | 减仓 |
| CHAT | TIDAL TRUST II | $2,277.63万 | 0.35% | 368,250 | 10,711 | 3.0% | $66.25万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $2,298.93万 | 0.36% | 247,516 | -18,182 | -6.8% | -$168.87万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $2,353.27万 | 0.36% | 144,870 | -725 | -0.5% | -$11.78万 | 减仓 |
| — | EXXON MOBIL CORP | $2,370.65万 | 0.37% | 139,729 | -3,883 | -2.7% | -$65.88万 | 减仓 |
| — | COHEN & STEERS ETF TRUST | $2,378.87万 | 0.37% | 633,014 | 10,305 | 1.7% | $38.73万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $2,396.87万 | 0.37% | 392,608 | -64,791 | -14.2% | -$395.55万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $2,459.92万 | 0.38% | 41,787 | -2,422 | -5.5% | -$142.58万 | 减仓 |
| ECL | ECOLAB INC | $2,470.18万 | 0.38% | 92,857 | -7,685 | -7.6% | -$204.44万 | 减仓 |
| ARKW | ARK ETF TR | $2,470.20万 | 0.38% | 204,809 | 14,492 | 7.6% | $174.79万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $2,517.90万 | 0.39% | 2,163,146 | 234,719 | 12.2% | $273.21万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,521.82万 | 0.39% | 25,309 | -3,036 | -10.7% | -$302.51万 | 减仓 |
| CSHI | NEOS ETF TRUST | $2,540.72万 | 0.39% | 510,390 | 28,872 | 6.0% | $143.72万 | 加仓 |
| APH | AMPHENOL CORP | $2,562.77万 | 0.40% | 202,831 | -11,624 | -5.4% | -$146.87万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $2,581.67万 | 0.40% | 787,334 | 18,821 | 2.4% | $61.71万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $2,583.39万 | 0.40% | 518,649 | 29,082 | 5.9% | $144.86万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $2,591.31万 | 0.40% | 589,481 | 6,880 | 1.2% | $30.24万 | 加仓 |
| URI | UNITED RENTALS INC | $2,670.00万 | 0.41% | 36,648 | -2,772 | -7.0% | -$201.95万 | 减仓 |
| SBUX | STARBUCKS CORP | $2,765.65万 | 0.43% | 308,701 | -21,643 | -6.6% | -$193.90万 | 减仓 |
| PWR | QUANTA SVCS INC | $2,766.30万 | 0.43% | 50,386 | -6,773 | -11.8% | -$371.85万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2,875.84万 | 0.45% | 179,381 | 6,453 | 3.7% | $103.45万 | 加仓 |
| SMOT | VANECK ETF TRUST | $3,061.65万 | 0.47% | 870,035 | 47,075 | 5.7% | $165.66万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3,072.34万 | 0.48% | 143,796 | -24,314 | -14.5% | -$519.49万 | 减仓 |
| — | INVESCO GALAXY BITCOIN ETF | $3,148.47万 | 0.49% | 466,647 | 51,479 | 12.4% | $347.33万 | 加仓 |
| NFLX | NETFLIX INC. | $3,259.69万 | 0.50% | 339,021 | 13,103 | 4.0% | $125.99万 | 加仓 |
| LOW | LOWES COS INC | $3,345.73万 | 0.52% | 141,600 | -11,948 | -7.8% | -$282.31万 | 减仓 |
| COP | CONOCOPHILLIPS | $3,359.55万 | 0.52% | 254,511 | -20,023 | -7.3% | -$264.30万 | 减仓 |
| BAC | BANK AMERICA CORP | $3,392.91万 | 0.53% | 695,981 | 9,839 | 1.4% | $47.97万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $3,400.00万 | 0.53% | 139,094 | -12,768 | -8.4% | -$312.10万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $3,588.50万 | 0.56% | 1,239,641 | 33,861 | 2.8% | $98.02万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $3,614.85万 | 0.56% | 250,266 | -2,823 | -1.1% | -$40.78万 | 减仓 |
| IVV | ISHARES TR | $3,671.33万 | 0.57% | 56,204 | 29,074 | 107.2% | $1,899.16万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $3,723.57万 | 0.58% | 362,674 | 16,133 | 4.7% | $165.64万 | 加仓 |
| V | VISA INC | $3,793.85万 | 0.59% | 125,524 | 699 | 0.6% | $21.13万 | 加仓 |
| MUB | ISHARES TR | $3,845.14万 | 0.60% | 362,236 | 83,549 | 30.0% | $886.87万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $3,855.70万 | 0.60% | 1,345,325 | 70,465 | 5.5% | $201.95万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $3,860.45万 | 0.60% | 1,866,754 | 48,195 | 2.7% | $99.67万 | 加仓 |
| MCD | MCDONALDS CORP | $3,890.93万 | 0.60% | 125,195 | -1,745 | -1.4% | -$54.23万 | 减仓 |
| PCMM | BONDBLOXX ETF TRUST | $3,897.74万 | 0.60% | 792,708 | 128,046 | 19.3% | $629.60万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $3,938.23万 | 0.61% | 858,750 | 119,915 | 16.2% | $549.93万 | 加仓 |
| ETN | EATON CORP PLC | $3,953.90万 | 0.61% | 110,546 | -8,783 | -7.4% | -$314.14万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,956.70万 | 0.61% | 82,569 | -1,396 | -1.7% | -$66.90万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $3,962.97万 | 0.61% | 662,925 | 34,786 | 5.5% | $207.95万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $3,977.54万 | 0.62% | 357,756 | 58,944 | 19.7% | $655.34万 | 加仓 |
| IGIB | ISHARES TR | $4,035.36万 | 0.63% | 758,240 | 36,573 | 5.1% | $194.64万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $4,109.94万 | 0.64% | 151,888 | 8,954 | 6.3% | $242.29万 | 加仓 |
| MDT | MEDTRONIC PLC | $4,141.90万 | 0.64% | 478,004 | -1,129 | -0.2% | -$9.78万 | 减仓 |
| BIL | SPDR SERIES TRUST | $4,152.07万 | 0.64% | 453,084 | 24,290 | 5.7% | $222.59万 | 加仓 |
| KO | COCA COLA CO | $4,287.14万 | 0.66% | 563,727 | -23,312 | -4.0% | -$177.29万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $4,421.15万 | 0.68% | 1,559,534 | -154,832 | -9.0% | -$438.94万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $4,519.36万 | 0.70% | 915,406 | 58,443 | 6.8% | $288.53万 | 加仓 |