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 |
|---|---|---|---|---|---|---|---|---|
| HSBC | HSBC HLDGS PLC | $604.97万 | 0.08% | 63,621 | 2,948 | 4.9% | $28.03万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $605.48万 | 0.08% | 1,038,552 | 57,950 | 5.9% | $33.78万 | 加仓 |
| LIN | LINDE PLC | $612.05万 | 0.08% | 11,794 | 444 | 3.9% | $23.04万 | 加仓 |
| BCS | BARCLAYS PLC | $612.88万 | 0.08% | 228,174 | 13,315 | 6.2% | $35.76万 | 加仓 |
| SKM | SK TELECOM CO LTD | $613.67万 | 0.08% | 190,819 | 2,038 | 1.1% | $6.55万 | 加仓 |
| NWG | NATWEST GROUP PLC | $616.91万 | 0.09% | 349,922 | 19,103 | 5.8% | $33.68万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $619.70万 | 0.09% | 12,164 | 67 | 0.6% | $3.41万 | 加仓 |
| IX | ORIX CORP | $628.23万 | 0.09% | 165,151 | 7,697 | 4.9% | $29.28万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $638.82万 | 0.09% | 53,574 | 2,086 | 4.1% | $24.87万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $639.32万 | 0.09% | 119,099 | 3,333 | 2.9% | $17.89万 | 加仓 |
| DSI | ISHARES TR | $640.16万 | 0.09% | 44,958 | 1,713 | 4.0% | $24.39万 | 加仓 |
| UBS | UBS GROUP AG | $656.59万 | 0.09% | 132,484 | 5,196 | 4.1% | $25.75万 | 加仓 |
| RY | ROYAL BK CDA | $665.43万 | 0.09% | 32,151 | 1,195 | 3.9% | $24.73万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $666.88万 | 0.09% | 57,990 | 1,640 | 2.9% | $18.86万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $671.90万 | 0.09% | 81,999 | -10,818 | -11.7% | -$88.64万 | 减仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $674.54万 | 0.09% | 38,964 | 1,560 | 4.2% | $27.01万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $729.87万 | 0.10% | 15,283 | 378 | 2.5% | $18.05万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $781.24万 | 0.11% | 436,935 | 12,790 | 3.0% | $22.87万 | 加仓 |
| LONZ | PIMCO ETF TR | $787.35万 | 0.11% | 159,674 | 5,003 | 3.2% | $24.67万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $797.67万 | 0.11% | 642,248 | 17,634 | 2.8% | $21.90万 | 加仓 |
| — | AMPLIFY ETF TR | $799.73万 | 0.11% | 338,147 | 9,949 | 3.0% | $23.53万 | 加仓 |
| CLOZ | SERIES PORTFOLIOS TR | $799.87万 | 0.11% | 302,753 | 8,563 | 2.9% | $22.62万 | 加仓 |
| — | NEOS ETF TRUST | $818.89万 | 0.11% | 166,746 | 3,827 | 2.3% | $18.79万 | 加仓 |
| CAIE | CALAMOS ETF TR | $853.27万 | 0.12% | 313,587 | 4,179 | 1.4% | $11.37万 | 加仓 |
| IWMI | NEOS ETF TRUST | $885.54万 | 0.12% | 165,461 | 1,255 | 0.8% | $6.72万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $896.14万 | 0.12% | 304,499 | -37,849 | -11.1% | -$111.39万 | 减仓 |
| NASA | TEMA ETF TRUST | $1,052.95万 | 0.15% | 346,592 | 346,592 | — | $1,052.95万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $1,184.06万 | 0.16% | 175,260 | 45,821 | 35.4% | $309.57万 | 加仓 |
| — | NEOS ETF TRUST | $1,223.10万 | 0.17% | 222,302 | 8,076 | 3.8% | $44.43万 | 加仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $1,270.71万 | 0.18% | 575,505 | -26,145 | -4.3% | -$57.73万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,349.13万 | 0.19% | 18,321 | 3,545 | 24.0% | $261.05万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $1,358.21万 | 0.19% | 48,527 | 6,180 | 14.6% | $172.97万 | 加仓 |
| BOXX | EA SERIES TRUST | $1,370.56万 | 0.19% | 117,052 | 27,165 | 30.2% | $318.07万 | 加仓 |
| KHC | KRAFT HEINZ CO | $1,410.92万 | 0.19% | 597,343 | 22,103 | 3.8% | $52.21万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $1,414.69万 | 0.20% | 268,697 | -2,786 | -1.0% | -$14.67万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $1,415.85万 | 0.20% | 430,231 | -5,663 | -1.3% | -$18.64万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,438.59万 | 0.20% | 51,157 | 3,052 | 6.3% | $85.83万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1,443.87万 | 0.20% | 475,270 | 475,270 | — | $1,443.87万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $1,444.72万 | 0.20% | 133,858 | 4,059 | 3.1% | $43.81万 | 加仓 |
| CLOI | VANECK ETF TRUST | $1,457.65万 | 0.20% | 275,289 | 6,992 | 2.6% | $37.02万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $1,463.65万 | 0.20% | 276,944 | 13,228 | 5.0% | $69.91万 | 加仓 |
| WFC | WELLS FARGO & CO | $1,490.27万 | 0.21% | 180,333 | 7,744 | 4.5% | $64.00万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1,490.68万 | 0.21% | 138,668 | 2,964 | 2.2% | $31.86万 | 加仓 |
| SJM | SMUCKER J M CO | $1,515.84万 | 0.21% | 134,741 | 4,092 | 3.1% | $46.04万 | 加仓 |
| HODL | VANECK BITCOIN ETF | $1,532.06万 | 0.21% | 922,374 | 297,606 | 47.6% | $494.32万 | 加仓 |
| RTX | RTX CORPORATION | $1,536.84万 | 0.21% | 81,001 | 3,269 | 4.2% | $62.02万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $1,543.85万 | 0.21% | 308,894 | 7,453 | 2.5% | $37.25万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $1,556.76万 | 0.21% | 492,490 | 492,490 | — | $1,556.76万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $1,592.39万 | 0.22% | 498,088 | 3,362 | 0.7% | $10.75万 | 加仓 |
| AMGN | AMGEN INC | $1,638.75万 | 0.23% | 45,254 | 631 | 1.4% | $22.85万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1,658.55万 | 0.23% | 121,230 | 977 | 0.8% | $13.37万 | 加仓 |
| HD | HOME DEPOT INC | $1,669.86万 | 0.23% | 47,348 | 8,220 | 21.0% | $289.90万 | 加仓 |
| ALL | ALLSTATE CORP | $1,675.74万 | 0.23% | 70,427 | 1,047 | 1.5% | $24.91万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $1,679.29万 | 0.23% | 62,088 | 1,901 | 3.2% | $51.42万 | 加仓 |
| USB | US BANCORP | $1,686.90万 | 0.23% | 279,287 | 4,640 | 1.7% | $28.03万 | 加仓 |
| MO | ALTRIA GROUP INC | $1,690.19万 | 0.23% | 234,911 | 3,558 | 1.5% | $25.60万 | 加仓 |
| EOG | EOG RES INC | $1,698.80万 | 0.23% | 130,949 | -747 | -0.6% | -$9.69万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1,819.91万 | 0.25% | 356,845 | 84,397 | 31.0% | $430.42万 | 加仓 |
| NFLX | NETFLIX INC. | $1,849.04万 | 0.26% | 258,969 | -80,052 | -23.6% | -$571.57万 | 减仓 |
| EIX | EDISON INTL | $1,870.80万 | 0.26% | 251,283 | -1,322 | -0.5% | -$9.84万 | 减仓 |
| SNPS | SYNOPSYS INC | $1,883.74万 | 0.26% | 42,230 | 40 | 0.1% | $1.78万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,894.55万 | 0.26% | 47,640 | 10,988 | 30.0% | $436.97万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $1,916.92万 | 0.26% | 345,391 | -47,217 | -12.0% | -$262.05万 | 减仓 |
| — | EXXON MOBIL CORP | $1,939.50万 | 0.27% | 141,859 | 2,130 | 1.5% | $29.12万 | 加仓 |
| — | COHEN & STEERS ETF TRUST | $1,953.57万 | 0.27% | 584,987 | -48,027 | -7.6% | -$160.39万 | 减仓 |
| ABBV | ABBVIE INC | $1,953.93万 | 0.27% | 77,648 | 3,721 | 5.0% | $93.63万 | 加仓 |
| MHO | M/I HOMES INC | $1,960.21万 | 0.27% | 121,911 | 1,895 | 1.6% | $30.47万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,998.85万 | 0.28% | 468,335 | 211,067 | 82.0% | $900.83万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $2,002.65万 | 0.28% | 148,653 | 1,415 | 1.0% | $19.06万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $2,016.98万 | 0.28% | 695,270 | 77,866 | 12.6% | $225.89万 | 加仓 |
| DCRE | DOUBLELINE ETF TRUST | $2,030.98万 | 0.28% | 392,043 | 49,125 | 14.3% | $254.49万 | 加仓 |
| AZN | ASTRAZENECA PLC | $2,050.29万 | 0.28% | 108,133 | 3,357 | 3.2% | $63.65万 | 加仓 |
| TJX | TJX COS INC NEW | $2,058.68万 | 0.28% | 135,887 | 6,599 | 5.1% | $99.97万 | 加仓 |
| C | CITIGROUP INC | $2,092.36万 | 0.29% | 149,497 | -2,228 | -1.5% | -$31.18万 | 减仓 |
| TOLZ | PROSHARES TR | $2,109.00万 | 0.29% | 355,830 | 15,113 | 4.4% | $89.57万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $2,123.31万 | 0.29% | 491,736 | 62,309 | 14.5% | $269.05万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $2,143.85万 | 0.30% | 236,263 | -126,411 | -34.9% | -$1,147.05万 | 减仓 |
| CTAS | CINTAS CORP | $2,156.03万 | 0.30% | 126,765 | 22,650 | 21.8% | $385.23万 | 加仓 |
| CSCO | CISCO SYS INC | $2,162.00万 | 0.30% | 184,062 | -1,984 | -1.1% | -$23.30万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $2,164.02万 | 0.30% | 43,711 | -3,481 | -7.4% | -$172.34万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $2,184.59万 | 0.30% | 150,351 | -12,466 | -7.7% | -$181.13万 | 减仓 |
| TXN | TEXAS INSTRS INC | $2,192.57万 | 0.30% | 73,559 | -2,628 | -3.4% | -$78.33万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $2,209.71万 | 0.30% | 132,564 | -12,306 | -8.5% | -$205.13万 | 减仓 |
| KEY | KEYCORP | $2,212.44万 | 0.31% | 959,843 | 9,527 | 1.0% | $21.96万 | 加仓 |
| ECL | ECOLAB INC | $2,221.87万 | 0.31% | 79,748 | -13,109 | -14.1% | -$365.23万 | 减仓 |
| MLPA | GLOBAL X FDS | $2,315.05万 | 0.32% | 436,144 | 14,343 | 3.4% | $76.13万 | 加仓 |
| EQIX | EQUINIX INC | $2,351.19万 | 0.32% | 22,556 | -83 | -0.4% | -$8.65万 | 减仓 |
| KLAC | KLA CORP | $2,476.29万 | 0.34% | 82,075 | -2,695 | -3.2% | -$81.31万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $2,501.03万 | 0.35% | 953,502 | 153,041 | 19.1% | $401.43万 | 加仓 |
| DXCM | DEXCOM INC | $2,509.07万 | 0.35% | 372,542 | 53,283 | 16.7% | $358.86万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $2,561.86万 | 0.35% | 841,471 | 841,471 | — | $2,561.86万 | 新建仓 |
| NOW | SERVICENOW INC | $2,576.88万 | 0.36% | 259,557 | 74,064 | 39.9% | $735.31万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,580.46万 | 0.36% | 27,585 | 2,276 | 9.0% | $212.91万 | 加仓 |
| PRIV | SSGA ACTIVE TR | $2,581.15万 | 0.36% | 1,025,282 | 129,964 | 14.5% | $327.18万 | 加仓 |
| LOUP | INNOVATOR ETFS TRUST | $2,605.60万 | 0.36% | 264,367 | -23,849 | -8.3% | -$235.06万 | 减仓 |
| PCMM | BONDBLOXX ETF TRUST | $2,624.29万 | 0.36% | 526,172 | -266,536 | -33.6% | -$1,329.35万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $2,638.11万 | 0.36% | 300,571 | 53,055 | 21.4% | $465.66万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $2,658.81万 | 0.37% | 2,340,500 | 177,354 | 8.2% | $201.47万 | 加仓 |
| XFIV | BONDBLOXX ETF TRUST | $2,675.55万 | 0.37% | 549,620 | -943,633 | -63.2% | -$4,593.60万 | 减仓 |
| ASML | ASML HLDG NV | $2,685.55万 | 0.37% | 13,499 | -1,122 | -7.7% | -$223.22万 | 减仓 |