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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $3.21亿 | 4.98% | 4,198,437 | 158,967 | 3.9% | $1,216.73万 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $1.52亿 | 2.35% | 3,070,452 | 417,018 | 15.7% | $2,059.24万 | 加仓 |
| GLDM | WORLD GOLD TR | $1.51亿 | 2.34% | 1,628,261 | 526,647 | 47.8% | $4,881.49万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.29亿 | 2.00% | 741,546 | -30,068 | -3.9% | -$524.39万 | 减仓 |
| AMZN | AMAZON COM INC | $1.28亿 | 1.99% | 616,689 | 8,401 | 1.4% | $174.97万 | 加仓 |
| AAPL | APPLE INC | $1.25亿 | 1.94% | 493,268 | -13,412 | -2.6% | -$340.38万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $1.20亿 | 1.86% | 1,414,786 | 52,735 | 3.9% | $447.40万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.18亿 | 1.83% | 319,595 | 20,436 | 6.8% | $756.48万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $1.06亿 | 1.64% | 2,346,915 | 119,709 | 5.4% | $540.85万 | 加仓 |
| GOOG | ALPHABET INC | $1.05亿 | 1.63% | 366,358 | -31,672 | -8.0% | -$908.54万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1.03亿 | 1.60% | 2,265,319 | 79,385 | 3.6% | $362.39万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $9,477.80万 | 1.47% | 3,699,377 | -44,392 | -1.2% | -$113.73万 | 减仓 |
| SEPU | AIM ETF PRODUCTS TRUST | $9,433.01万 | 1.46% | 3,368,931 | 136,097 | 4.2% | $381.07万 | 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 |
| RECS | COLUMBIA ETF TR I | $9,044.61万 | 1.40% | 2,320,319 | 118,334 | 5.4% | $461.27万 | 加仓 |
| META | META PLATFORMS INC | $8,082.75万 | 1.25% | 141,275 | -2,752 | -1.9% | -$157.45万 | 减仓 |
| XFIV | BONDBLOXX ETF TRUST | $7,340.83万 | 1.14% | 1,493,253 | 231,051 | 18.3% | $1,135.85万 | 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 |
| QQQM | INVESCO EXCH TRADED FD TR II | $6,631.06万 | 1.03% | 279,062 | 15,010 | 5.7% | $356.67万 | 加仓 |
| IETC | ISHARES U S ETF TR | $6,402.75万 | 0.99% | 724,457 | 50,722 | 7.5% | $448.28万 | 加仓 |
| CVX | CHEVRON CORPORATION | $6,381.50万 | 0.99% | 308,434 | -30,873 | -9.1% | -$638.76万 | 减仓 |
| DABS | DOUBLELINE ETF TRUST | $6,304.07万 | 0.98% | 1,241,253 | 142,740 | 13.0% | $724.95万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $5,930.78万 | 0.92% | 70,105 | -2,759 | -3.8% | -$233.41万 | 减仓 |
| AVGO | BROADCOM INC | $5,844.08万 | 0.91% | 188,817 | -74 | -0.0% | -$2.29万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $5,694.99万 | 0.88% | 193,602 | 156 | 0.1% | $4.59万 | 加仓 |
| PRFD | PIMCO ETF TR | $5,687.88万 | 0.88% | 1,122,533 | 45,997 | 4.3% | $233.07万 | 加仓 |
| BBBS | BONDBLOXX ETF TRUST | $5,649.32万 | 0.88% | 1,104,568 | 172,364 | 18.5% | $881.56万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $5,513.57万 | 0.85% | 1,100,074 | -309,542 | -22.0% | -$1,551.42万 | 减仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $5,499.90万 | 0.85% | 1,077,672 | -301,283 | -21.8% | -$1,537.60万 | 减仓 |
| MS | MORGAN STANLEY | $5,389.92万 | 0.84% | 327,515 | -2,251 | -0.7% | -$37.04万 | 减仓 |
| TGT | TARGET CORP | $5,165.55万 | 0.80% | 426,200 | -31,464 | -6.9% | -$381.34万 | 减仓 |
| SPYI | NEOS ETF TRUST | $5,116.74万 | 0.79% | 1,036,407 | -748,841 | -41.9% | -$3,697.03万 | 减仓 |
| FEBT | AIM ETF PRODUCTS TRUST | $5,104.12万 | 0.79% | 1,362,693 | 9,899 | 0.7% | $37.08万 | 加仓 |
| XSVN | BONDBLOXX ETF TRUST | $5,089.29万 | 0.79% | 1,066,490 | 166,800 | 18.5% | $795.97万 | 加仓 |
| WMT | WALMART INC | $4,761.14万 | 0.74% | 383,098 | -25,416 | -6.2% | -$315.87万 | 减仓 |
| XTRE | BONDBLOXX ETF TRUST | $4,532.13万 | 0.70% | 915,397 | 144,054 | 18.7% | $713.21万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $4,519.36万 | 0.70% | 915,406 | 58,443 | 6.8% | $288.53万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $4,421.15万 | 0.68% | 1,559,534 | -154,832 | -9.0% | -$438.94万 | 减仓 |
| KO | COCA COLA CO | $4,287.14万 | 0.66% | 563,727 | -23,312 | -4.0% | -$177.29万 | 减仓 |
| BIL | SPDR SERIES TRUST | $4,152.07万 | 0.64% | 453,084 | 24,290 | 5.7% | $222.59万 | 加仓 |
| MDT | MEDTRONIC PLC | $4,141.90万 | 0.64% | 478,004 | -1,129 | -0.2% | -$9.78万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $4,109.94万 | 0.64% | 151,888 | 8,954 | 6.3% | $242.29万 | 加仓 |
| IGIB | ISHARES TR | $4,035.36万 | 0.63% | 758,240 | 36,573 | 5.1% | $194.64万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $3,977.54万 | 0.62% | 357,756 | 58,944 | 19.7% | $655.34万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $3,962.97万 | 0.61% | 662,925 | 34,786 | 5.5% | $207.95万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,956.70万 | 0.61% | 82,569 | -1,396 | -1.7% | -$66.90万 | 减仓 |
| ETN | EATON CORP PLC | $3,953.90万 | 0.61% | 110,546 | -8,783 | -7.4% | -$314.14万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $3,938.23万 | 0.61% | 858,750 | 119,915 | 16.2% | $549.93万 | 加仓 |
| PCMM | BONDBLOXX ETF TRUST | $3,897.74万 | 0.60% | 792,708 | 128,046 | 19.3% | $629.60万 | 加仓 |
| MCD | MCDONALDS CORP | $3,890.93万 | 0.60% | 125,195 | -1,745 | -1.4% | -$54.23万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $3,860.45万 | 0.60% | 1,866,754 | 48,195 | 2.7% | $99.67万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $3,855.70万 | 0.60% | 1,345,325 | 70,465 | 5.5% | $201.95万 | 加仓 |
| MUB | ISHARES TR | $3,845.14万 | 0.60% | 362,236 | 83,549 | 30.0% | $886.87万 | 加仓 |
| V | VISA INC | $3,793.85万 | 0.59% | 125,524 | 699 | 0.6% | $21.13万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $3,723.57万 | 0.58% | 362,674 | 16,133 | 4.7% | $165.64万 | 加仓 |
| IVV | ISHARES TR | $3,671.33万 | 0.57% | 56,204 | 29,074 | 107.2% | $1,899.16万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $3,614.85万 | 0.56% | 250,266 | -2,823 | -1.1% | -$40.78万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $3,588.50万 | 0.56% | 1,239,641 | 33,861 | 2.8% | $98.02万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $3,400.00万 | 0.53% | 139,094 | -12,768 | -8.4% | -$312.10万 | 减仓 |
| BAC | BANK AMERICA CORP | $3,392.91万 | 0.53% | 695,981 | 9,839 | 1.4% | $47.97万 | 加仓 |
| COP | CONOCOPHILLIPS | $3,359.55万 | 0.52% | 254,511 | -20,023 | -7.3% | -$264.30万 | 减仓 |
| LOW | LOWES COS INC | $3,345.73万 | 0.52% | 141,600 | -11,948 | -7.8% | -$282.31万 | 减仓 |
| NFLX | NETFLIX INC. | $3,259.69万 | 0.50% | 339,021 | 13,103 | 4.0% | $125.99万 | 加仓 |
| — | INVESCO GALAXY BITCOIN ETF | $3,148.47万 | 0.49% | 466,647 | 51,479 | 12.4% | $347.33万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3,072.34万 | 0.48% | 143,796 | -24,314 | -14.5% | -$519.49万 | 减仓 |
| SMOT | VANECK ETF TRUST | $3,061.65万 | 0.47% | 870,035 | 47,075 | 5.7% | $165.66万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2,875.84万 | 0.45% | 179,381 | 6,453 | 3.7% | $103.45万 | 加仓 |
| PWR | QUANTA SVCS INC | $2,766.30万 | 0.43% | 50,386 | -6,773 | -11.8% | -$371.85万 | 减仓 |
| SBUX | STARBUCKS CORP | $2,765.65万 | 0.43% | 308,701 | -21,643 | -6.6% | -$193.90万 | 减仓 |
| URI | UNITED RENTALS INC | $2,670.00万 | 0.41% | 36,648 | -2,772 | -7.0% | -$201.95万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $2,591.31万 | 0.40% | 589,481 | 6,880 | 1.2% | $30.24万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $2,583.39万 | 0.40% | 518,649 | 29,082 | 5.9% | $144.86万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $2,581.67万 | 0.40% | 787,334 | 18,821 | 2.4% | $61.71万 | 加仓 |
| APH | AMPHENOL CORP | $2,562.77万 | 0.40% | 202,831 | -11,624 | -5.4% | -$146.87万 | 减仓 |
| CSHI | NEOS ETF TRUST | $2,540.72万 | 0.39% | 510,390 | 28,872 | 6.0% | $143.72万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,521.82万 | 0.39% | 25,309 | -3,036 | -10.7% | -$302.51万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $2,517.90万 | 0.39% | 2,163,146 | 234,719 | 12.2% | $273.21万 | 加仓 |
| ARKW | ARK ETF TR | $2,470.20万 | 0.38% | 204,809 | 14,492 | 7.6% | $174.79万 | 加仓 |
| ECL | ECOLAB INC | $2,470.18万 | 0.38% | 92,857 | -7,685 | -7.6% | -$204.44万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $2,459.92万 | 0.38% | 41,787 | -2,422 | -5.5% | -$142.58万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $2,396.87万 | 0.37% | 392,608 | -64,791 | -14.2% | -$395.55万 | 减仓 |
| — | COHEN & STEERS ETF TRUST | $2,378.87万 | 0.37% | 633,014 | 10,305 | 1.7% | $38.73万 | 加仓 |
| — | EXXON MOBIL CORP | $2,370.65万 | 0.37% | 139,729 | -3,883 | -2.7% | -$65.88万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $2,353.27万 | 0.36% | 144,870 | -725 | -0.5% | -$11.78万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $2,298.93万 | 0.36% | 247,516 | -18,182 | -6.8% | -$168.87万 | 减仓 |
| CHAT | TIDAL TRUST II | $2,277.63万 | 0.35% | 368,250 | 10,711 | 3.0% | $66.25万 | 加仓 |
| MLPA | GLOBAL X FDS | $2,272.24万 | 0.35% | 421,801 | -36,326 | -7.9% | -$195.69万 | 减仓 |
| PRIV | SSGA ACTIVE TR | $2,258.51万 | 0.35% | 895,318 | 124,466 | 16.1% | $313.98万 | 加仓 |
| EQIX | EQUINIX INC | $2,219.12万 | 0.34% | 22,639 | -3,178 | -12.3% | -$311.51万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $2,187.07万 | 0.34% | 271,483 | -17,290 | -6.0% | -$139.29万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $2,135.02万 | 0.33% | 162,817 | -9,877 | -5.7% | -$129.52万 | 减仓 |
| GOOGL | ALPHABET INC | $2,124.54万 | 0.33% | 73,882 | 16,874 | 29.6% | $485.23万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $2,105.21万 | 0.33% | 800,461 | 48,390 | 6.4% | $127.27万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $2,083.74万 | 0.32% | 194,197 | 5,188 | 2.7% | $55.67万 | 加仓 |
| AZN | ASTRAZENECA PLC | $2,066.23万 | 0.32% | 104,776 | 104,776 | — | $2,066.23万 | 新建仓 |
| TJX | TJX COS INC NEW | $2,064.73万 | 0.32% | 129,288 | -2,857 | -2.2% | -$45.63万 | 减仓 |
| TOLZ | PROSHARES TR | $2,043.62万 | 0.32% | 340,717 | 14,754 | 4.5% | $88.49万 | 加仓 |
| DXCM | DEXCOM INC | $2,004.95万 | 0.31% | 319,259 | -12,747 | -3.8% | -$80.05万 | 减仓 |
| LOUP | INNOVATOR ETFS TRUST | $1,984.22万 | 0.31% | 288,216 | 8,999 | 3.2% | $61.95万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $1,942.30万 | 0.30% | 429,427 | 60,017 | 16.2% | $271.46万 | 加仓 |