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 |
|---|---|---|---|---|---|---|---|---|
| XTRE | BONDBLOXX ETF TRUST | $4,532.13万 | 0.70% | 915,397 | 144,054 | 18.7% | $713.21万 | 加仓 |
| WMT | WALMART INC | $4,761.14万 | 0.74% | 383,098 | -25,416 | -6.2% | -$315.87万 | 减仓 |
| XSVN | BONDBLOXX ETF TRUST | $5,089.29万 | 0.79% | 1,066,490 | 166,800 | 18.5% | $795.97万 | 加仓 |
| FEBT | AIM ETF PRODUCTS TRUST | $5,104.12万 | 0.79% | 1,362,693 | 9,899 | 0.7% | $37.08万 | 加仓 |
| SPYI | NEOS ETF TRUST | $5,116.74万 | 0.79% | 1,036,407 | -748,841 | -41.9% | -$3,697.03万 | 减仓 |
| TGT | TARGET CORP | $5,165.55万 | 0.80% | 426,200 | -31,464 | -6.9% | -$381.34万 | 减仓 |
| MS | MORGAN STANLEY | $5,389.92万 | 0.84% | 327,515 | -2,251 | -0.7% | -$37.04万 | 减仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $5,499.90万 | 0.85% | 1,077,672 | -301,283 | -21.8% | -$1,537.60万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $5,513.57万 | 0.85% | 1,100,074 | -309,542 | -22.0% | -$1,551.42万 | 减仓 |
| BBBS | BONDBLOXX ETF TRUST | $5,649.32万 | 0.88% | 1,104,568 | 172,364 | 18.5% | $881.56万 | 加仓 |
| PRFD | PIMCO ETF TR | $5,687.88万 | 0.88% | 1,122,533 | 45,997 | 4.3% | $233.07万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $5,694.99万 | 0.88% | 193,602 | 156 | 0.1% | $4.59万 | 加仓 |
| AVGO | BROADCOM INC | $5,844.08万 | 0.91% | 188,817 | -74 | -0.0% | -$2.29万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $5,930.78万 | 0.92% | 70,105 | -2,759 | -3.8% | -$233.41万 | 减仓 |
| DABS | DOUBLELINE ETF TRUST | $6,304.07万 | 0.98% | 1,241,253 | 142,740 | 13.0% | $724.95万 | 加仓 |
| CVX | CHEVRON CORPORATION | $6,381.50万 | 0.99% | 308,434 | -30,873 | -9.1% | -$638.76万 | 减仓 |
| IETC | ISHARES U S ETF TR | $6,402.75万 | 0.99% | 724,457 | 50,722 | 7.5% | $448.28万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $6,631.06万 | 1.03% | 279,062 | 15,010 | 5.7% | $356.67万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $7,088.76万 | 1.10% | 1,407,337 | 150,314 | 12.0% | $757.13万 | 加仓 |
| XFIV | BONDBLOXX ETF TRUST | $7,340.83万 | 1.14% | 1,493,253 | 231,051 | 18.3% | $1,135.85万 | 加仓 |
| META | META PLATFORMS INC | $8,082.75万 | 1.25% | 141,275 | -2,752 | -1.9% | -$157.45万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $9,044.61万 | 1.40% | 2,320,319 | 118,334 | 5.4% | $461.27万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $9,214.13万 | 1.43% | 1,143,476 | 38,107 | 3.4% | $307.07万 | 加仓 |
| SEPU | AIM ETF PRODUCTS TRUST | $9,433.01万 | 1.46% | 3,368,931 | 136,097 | 4.2% | $381.07万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $9,477.80万 | 1.47% | 3,699,377 | -44,392 | -1.2% | -$113.73万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1.03亿 | 1.60% | 2,265,319 | 79,385 | 3.6% | $362.39万 | 加仓 |
| GOOG | ALPHABET INC | $1.05亿 | 1.63% | 366,358 | -31,672 | -8.0% | -$908.54万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $1.06亿 | 1.64% | 2,346,915 | 119,709 | 5.4% | $540.85万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.18亿 | 1.83% | 319,595 | 20,436 | 6.8% | $756.48万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1.20亿 | 1.86% | 1,414,786 | 52,735 | 3.9% | $447.40万 | 加仓 |
| AAPL | APPLE INC | $1.25亿 | 1.94% | 493,268 | -13,412 | -2.6% | -$340.38万 | 减仓 |
| AMZN | AMAZON COM INC | $1.28亿 | 1.99% | 616,689 | 8,401 | 1.4% | $174.97万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.29亿 | 2.00% | 741,546 | -30,068 | -3.9% | -$524.39万 | 减仓 |
| GLDM | WORLD GOLD TR | $1.51亿 | 2.34% | 1,628,261 | 526,647 | 47.8% | $4,881.49万 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $1.52亿 | 2.35% | 3,070,452 | 417,018 | 15.7% | $2,059.24万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3.21亿 | 4.98% | 4,198,437 | 158,967 | 3.9% | $1,216.73万 | 加仓 |