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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | $23.83万 | 0.00% | 697 | 697 | — | $23.83万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $23.71万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $23.53万 | 0.00% | 886 | 886 | — | $23.53万 | 新建仓 |
| AGG | ISHARES TR | $23.14万 | 0.00% | 2,331 | 2,331 | — | $23.14万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $22.98万 | 0.00% | 7,826 | -957,318 | -99.2% | -$2,810.84万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $22.27万 | 0.00% | 4,436 | -1,482 | -25.0% | -$7.44万 | 减仓 |
| BSRR | SIERRA BANCORP | $22.25万 | 0.00% | 6,560 | 0 | 0.0% | — | 不变 |
| — | DIREXION SHARES ETF TRUST | $22.11万 | 0.00% | 5,000 | 5,000 | — | $22.11万 | 新建仓 |
| PSX | PHILLIPS 66 | $21.99万 | 0.00% | 1,207 | -266 | -18.1% | -$4.85万 | 重新持有 |
| DTE | DTE ENERGY CO | $21.26万 | 0.00% | 1,454 | 13 | 0.9% | $1,901 | 重新持有 |
| BAPR | INNOVATOR ETFS TRUST | $21.06万 | 0.00% | 4,300 | -602 | -12.3% | -$2.95万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $20.97万 | 0.00% | 2,894 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $20.79万 | 0.00% | 5,312 | -733 | -12.1% | -$2.87万 | 减仓 |
| GE | GE AEROSPACE | $20.79万 | 0.00% | 733 | 733 | — | $20.79万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $20.65万 | 0.00% | 2,823 | 88 | 3.2% | $6,436 | 重新持有 |
| XLY | SELECT SECTOR SPDR TR | $20.64万 | 0.00% | 1,894 | -653 | -25.6% | -$7.12万 | 减仓 |
| QUAL | ISHARES TR | $20.35万 | 0.00% | 1,061 | -892 | -45.7% | -$17.11万 | 减仓 |
| IEF | ISHARES TR | $20.12万 | 0.00% | 2,108 | -38 | -1.8% | -$3,627 | 减仓 |
| FDX | FEDEX CORP | $20.03万 | 0.00% | 562 | 562 | — | $20.03万 | 新建仓 |
| F | FORD MTR CO | $13.50万 | 0.00% | 11,701 | -3,703 | -24.0% | -$4.27万 | 重新持有 |
| SIVR | ABRDN SILVER ETF TRUST | $0 | 0.00% | 0 | -462,030 | -100.0% | -$3,125.17万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -92,222 | -100.0% | -$1,695.60万 | 清仓 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | -706,782 | -100.0% | -$742.83万 | 清仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $0 | 0.00% | 0 | -30,668 | -100.0% | -$221.39万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -8,812 | -100.0% | -$188.63万 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -28,666 | -100.0% | -$187.53万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -34,816 | -100.0% | -$168.72万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -39,355 | -100.0% | -$164.11万 | 清仓 |
| RELX | RELX PLC | $0 | 0.00% | 0 | -37,473 | -100.0% | -$151.47万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -594 | -100.0% | -$33.91万 | 清仓 |
| ULST | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -7,952 | -100.0% | -$32.21万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -966 | -100.0% | -$25.59万 | 清仓 |
| QLD | PROSHARES TR | $0 | 0.00% | 0 | -3,328 | -100.0% | -$23.43万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -582 | -100.0% | -$20.56万 | 清仓 |
| VBK | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ANGEL OAK FUNDS TRUST | $0 | 0.00% | 0 | -11,101 | -100.0% | -$9.71万 | 清仓 |