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 |
|---|---|---|---|---|---|---|---|---|
| NOW | SERVICENOW INC | $1,939.33万 | 0.30% | 185,493 | 30,188 | 19.4% | $315.62万 | 加仓 |
| ASML | ASML HLDG NV | $1,931.19万 | 0.30% | 14,621 | 233 | 1.6% | $30.78万 | 加仓 |
| KEY | KEYCORP | $1,905.38万 | 0.30% | 950,316 | 52,753 | 5.9% | $105.77万 | 加仓 |
| EOG | EOG RES INC | $1,903.92万 | 0.29% | 131,696 | 1,128 | 0.9% | $16.31万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,863.68万 | 0.29% | 41,736 | -1,859 | -4.3% | -$83.01万 | 减仓 |
| EIX | EDISON INTL | $1,848.56万 | 0.29% | 252,605 | -10,451 | -4.0% | -$76.48万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $1,801.58万 | 0.28% | 617,404 | 35,179 | 6.0% | $102.65万 | 加仓 |
| LLY | ELI LILLY & CO | $1,801.39万 | 0.28% | 19,585 | -884 | -4.3% | -$81.31万 | 减仓 |
| DCRE | DOUBLELINE ETF TRUST | $1,781.80万 | 0.28% | 342,918 | 20,391 | 6.3% | $105.95万 | 加仓 |
| CTAS | CINTAS CORP | $1,761.00万 | 0.27% | 104,115 | -4,923 | -4.5% | -$83.27万 | 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 |
| C | CITIGROUP INC | $1,720.71万 | 0.27% | 151,725 | -3,698 | -2.4% | -$41.94万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $1,699.91万 | 0.26% | 452,466 | -50,870 | -10.1% | -$191.12万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $1,693.64万 | 0.26% | 47,192 | 9,099 | 23.9% | $326.55万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,689.62万 | 0.26% | 36,652 | 1,240 | 3.5% | $57.16万 | 加仓 |
| SNPS | SYNOPSYS INC | $1,672.75万 | 0.26% | 42,190 | 636 | 1.5% | $25.22万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $1,658.82万 | 0.26% | 494,726 | -8,653 | -1.7% | -$29.01万 | 减仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $1,620.97万 | 0.25% | 120,330 | 24,522 | 25.6% | $330.34万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,614.36万 | 0.25% | 257,268 | 23,007 | 9.8% | $144.37万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $1,608.78万 | 0.25% | 42,347 | -2,459 | -5.5% | -$93.42万 | 减仓 |
| ABBV | ABBVIE INC | $1,607.85万 | 0.25% | 73,927 | 2,776 | 3.9% | $60.38万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1,576.28万 | 0.24% | 120,253 | 1,351 | 1.1% | $17.71万 | 加仓 |
| AMGN | AMGEN INC | $1,570.08万 | 0.24% | 44,623 | -1,537 | -3.3% | -$54.08万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $1,566.61万 | 0.24% | 60,187 | -2,490 | -4.0% | -$64.81万 | 减仓 |
| MO | ALTRIA GROUP INC | $1,526.70万 | 0.24% | 231,353 | 3,271 | 1.4% | $21.59万 | 加仓 |
| PODD | INSULET CORP | $1,524.66万 | 0.24% | 72,658 | 3,497 | 5.1% | $73.38万 | 加仓 |
| RTX | RTX CORPORATION | $1,499.46万 | 0.23% | 77,732 | -660 | -0.8% | -$12.73万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1,479.10万 | 0.23% | 76,187 | -3,777 | -4.7% | -$73.33万 | 减仓 |
| MHO | M/I HOMES INC | $1,469.60万 | 0.23% | 120,016 | 5,243 | 4.6% | $64.20万 | 加仓 |
| CSCO | CISCO SYS INC | $1,443.53万 | 0.22% | 186,046 | -1,262 | -0.7% | -$9.79万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $1,441.70万 | 0.22% | 220,241 | 3,991 | 1.8% | $26.13万 | 加仓 |
| ALL | ALLSTATE CORP | $1,438.53万 | 0.22% | 69,380 | 1,608 | 2.4% | $33.34万 | 加仓 |
| USB | US BANCORP | $1,428.44万 | 0.22% | 274,647 | -9,865 | -3.5% | -$51.31万 | 减仓 |
| CLOI | VANECK ETF TRUST | $1,413.93万 | 0.22% | 268,297 | 905 | 0.3% | $4.77万 | 加仓 |
| IGSB | ISHARES TR | $1,393.17万 | 0.22% | 265,063 | 16,458 | 6.6% | $86.50万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1,388.94万 | 0.22% | 272,448 | 63,481 | 30.4% | $323.63万 | 加仓 |
| WFC | WELLS FARGO & CO | $1,373.98万 | 0.21% | 172,589 | 5,201 | 3.1% | $41.41万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1,335.05万 | 0.21% | 135,704 | -6,210 | -4.4% | -$61.09万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $1,315.55万 | 0.20% | 490,718 | 12,778 | 2.7% | $34.26万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1,302.46万 | 0.20% | 435,894 | 11,440 | 2.7% | $34.18万 | 加仓 |
| KHC | KRAFT HEINZ CO | $1,293.71万 | 0.20% | 575,240 | 33,351 | 6.2% | $75.01万 | 加仓 |
| HD | HOME DEPOT INC | $1,286.89万 | 0.20% | 39,128 | 402 | 1.0% | $13.22万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $1,268.01万 | 0.20% | 129,799 | 5,227 | 4.2% | $51.06万 | 加仓 |
| SJM | SMUCKER J M CO | $1,259.98万 | 0.20% | 130,649 | 2,458 | 1.9% | $23.70万 | 加仓 |
| KLAC | KLA CORP | $1,248.16万 | 0.19% | 8,477 | -1,367 | -13.9% | -$201.28万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $1,244.05万 | 0.19% | 301,441 | 9,661 | 3.3% | $39.87万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $1,224.17万 | 0.19% | 263,716 | 5,878 | 2.3% | $27.29万 | 加仓 |
| — | NEOS ETF TRUST | $1,213.16万 | 0.19% | 214,226 | 214,226 | — | $1,213.16万 | 新建仓 |
| HODL | VANECK BITCOIN ETF | $1,197.06万 | 0.19% | 624,768 | 69,320 | 12.5% | $132.82万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,166.02万 | 0.18% | 48,105 | 3,876 | 8.8% | $93.95万 | 加仓 |
| QCOM | QUALCOMM INC | $1,102.49万 | 0.17% | 85,610 | 9,548 | 12.6% | $122.96万 | 加仓 |
| BOXX | EA SERIES TRUST | $1,045.30万 | 0.16% | 89,887 | 20,592 | 29.7% | $239.46万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $877.78万 | 0.14% | 342,348 | 31,513 | 10.1% | $80.80万 | 加仓 |
| QQQ | INVESCO QQQ TR | $852.82万 | 0.13% | 14,776 | -1,284 | -8.0% | -$74.11万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $783.27万 | 0.12% | 624,614 | 75,418 | 13.7% | $94.57万 | 加仓 |
| IWMI | NEOS ETF TRUST | $778.34万 | 0.12% | 164,206 | 853 | 0.5% | $4.04万 | 加仓 |
| CAIE | CALAMOS ETF TR | $777.85万 | 0.12% | 309,408 | -96,529 | -23.8% | -$242.67万 | 减仓 |
| EQNR | EQUINOR ASA | $777.11万 | 0.12% | 184,149 | 184,149 | — | $777.11万 | 新建仓 |
| — | NEOS ETF TRUST | $770.44万 | 0.12% | 162,919 | 9,499 | 6.2% | $44.92万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $766.54万 | 0.12% | 129,439 | 20,150 | 18.4% | $119.33万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $765.33万 | 0.12% | 115,766 | 58,443 | 102.0% | $386.37万 | 加仓 |
| LONZ | PIMCO ETF TR | $763.76万 | 0.12% | 154,671 | 4,767 | 3.2% | $23.54万 | 加仓 |
| — | AMPLIFY ETF TR | $756.40万 | 0.12% | 328,198 | 4,819 | 1.5% | $11.11万 | 加仓 |
| CLOZ | SERIES PORTFOLIOS TR | $754.60万 | 0.12% | 294,190 | 8,612 | 3.0% | $22.09万 | 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 |
| LMT | LOCKHEED MARTIN CORP | $731.11万 | 0.11% | 12,097 | 132 | 1.1% | $7.98万 | 加仓 |
| IAU | ISHARES GOLD TR | $664.81万 | 0.10% | 75,410 | 1,666 | 2.3% | $14.69万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $658.17万 | 0.10% | 92,817 | 5,562 | 6.4% | $39.44万 | 加仓 |
| SHEL | SHELL PLC | $649.08万 | 0.10% | 69,793 | 43,398 | 164.4% | $403.60万 | 加仓 |
| JD | JD.COM INC | $577.59万 | 0.09% | 195,331 | 141,802 | 264.9% | $419.31万 | 加仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $574.37万 | 0.09% | 188,255 | 188,255 | — | $574.37万 | 新建仓 |
| LIN | LINDE PLC | $562.69万 | 0.09% | 11,350 | 7,521 | 196.4% | $372.86万 | 加仓 |
| SKM | SK TELECOM CO LTD | $552.94万 | 0.09% | 188,781 | 188,781 | — | $552.94万 | 新建仓 |
| NVS | NOVARTIS AG | $536.96万 | 0.08% | 35,153 | 20,492 | 139.8% | $313.01万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $533.92万 | 0.08% | 56,350 | 33,271 | 144.2% | $315.24万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $532.49万 | 0.08% | 354,523 | 354,523 | — | $532.49万 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $529.14万 | 0.08% | 51,488 | 33,378 | 184.3% | $343.03万 | 加仓 |
| DSI | ISHARES TR | $524.09万 | 0.08% | 43,245 | -506 | -1.2% | -$6.13万 | 减仓 |
| NGG | NATIONAL GRID PLC | $518.67万 | 0.08% | 61,308 | 37,025 | 152.5% | $313.23万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $514.38万 | 0.08% | 37,497 | 37,497 | — | $514.38万 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $504.13万 | 0.08% | 55,600 | 35,687 | 179.2% | $323.57万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $503.71万 | 0.08% | 14,905 | 7,877 | 112.1% | $266.20万 | 加仓 |
| RY | ROYAL BK CDA | $500.81万 | 0.08% | 30,956 | 18,981 | 158.5% | $307.07万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $500.49万 | 0.08% | 60,673 | 33,115 | 120.2% | $273.17万 | 加仓 |
| KB | KB FINL GROUP INC | $499.38万 | 0.08% | 50,073 | 50,073 | — | $499.38万 | 新建仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $499.19万 | 0.08% | 37,404 | 37,404 | — | $499.19万 | 新建仓 |
| UBS | UBS GROUP AG | $497.31万 | 0.08% | 127,288 | 81,461 | 177.8% | $318.27万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $496.26万 | 0.08% | 23,742 | 14,904 | 168.6% | $311.52万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $493.24万 | 0.08% | 980,602 | 980,602 | — | $493.24万 | 新建仓 |
| NWG | NATWEST GROUP PLC | $492.92万 | 0.08% | 330,819 | 330,819 | — | $492.92万 | 新建仓 |
| PUK | PRUDENTIAL PLC | $490.62万 | 0.08% | 172,573 | 98,659 | 133.5% | $280.49万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $484.60万 | 0.08% | 285,564 | 285,564 | — | $484.60万 | 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 |
| ING | ING GROEP N.V. | $472.90万 | 0.07% | 181,536 | 181,536 | — | $472.90万 | 新建仓 |
| IX | ORIX CORP | $472.20万 | 0.07% | 157,454 | 157,454 | — | $472.20万 | 新建仓 |
| NMR | NOMURA HLDGS INC | $469.35万 | 0.07% | 594,862 | 594,862 | — | $469.35万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $467.61万 | 0.07% | 236,764 | 127,932 | 117.5% | $252.67万 | 加仓 |
| CRH | CRH PLC | $454.82万 | 0.07% | 43,267 | 27,342 | 171.7% | $287.42万 | 加仓 |
| AMCR | AMCOR PLC | $454.74万 | 0.07% | 114,400 | 114,400 | — | $454.74万 | 新建仓 |
| BCS | BARCLAYS PLC | $454.64万 | 0.07% | 214,859 | 214,859 | — | $454.64万 | 新建仓 |