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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $3.93亿 | 5.43% | 4,474,804 | 276,367 | 6.6% | $2,428.71万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.92亿 | 2.65% | 960,223 | 218,677 | 29.5% | $4,375.51万 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $1.51亿 | 2.09% | 3,081,101 | 10,649 | 0.3% | $52.28万 | 加仓 |
| AAPL | APPLE INC | $1.45亿 | 2.00% | 502,015 | 8,747 | 1.8% | $253.10万 | 加仓 |
| AMZN | AMAZON COM INC | $1.42亿 | 1.96% | 597,018 | -19,671 | -3.2% | -$468.84万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $1.29亿 | 1.78% | 1,445,630 | 30,844 | 2.2% | $275.13万 | 加仓 |
| GOOG | ALPHABET INC | $1.22亿 | 1.68% | 345,387 | -20,971 | -5.7% | -$740.97万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $1.21亿 | 1.67% | 2,688,767 | 341,852 | 14.6% | $1,537.99万 | 加仓 |
| GLDM | WORLD GOLD TR | $1.21亿 | 1.66% | 1,517,719 | -110,542 | -6.8% | -$877.92万 | 减仓 |
| SEPU | AIM ETF PRODUCTS TRUST | $1.20亿 | 1.65% | 3,858,271 | 489,340 | 14.5% | $1,520.14万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.14亿 | 1.57% | 304,934 | -14,661 | -4.6% | -$546.88万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1.12亿 | 1.55% | 2,230,648 | -34,671 | -1.5% | -$174.71万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $1.04亿 | 1.44% | 2,411,318 | 90,999 | 3.9% | $393.84万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $9,952.40万 | 1.37% | 1,031,444 | -112,032 | -9.8% | -$1,081.00万 | 减仓 |
| IETC | ISHARES U S ETF TR | $9,210.63万 | 1.27% | 858,000 | 133,543 | 18.4% | $1,433.58万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $8,681.76万 | 1.20% | 1,904,730 | 1,045,980 | 121.8% | $4,767.58万 | 加仓 |
| META | META PLATFORMS INC | $8,273.53万 | 1.14% | 146,879 | 5,604 | 4.0% | $315.67万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $8,259.92万 | 1.14% | 272,631 | -6,431 | -2.3% | -$194.84万 | 减仓 |
| AVGO | BROADCOM INC | $7,758.95万 | 1.07% | 205,399 | 16,582 | 8.8% | $626.39万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $7,148.35万 | 0.99% | 70,680 | 575 | 0.8% | $58.15万 | 加仓 |
| XSVN | BONDBLOXX ETF TRUST | $6,999.22万 | 0.97% | 1,480,690 | 414,200 | 38.8% | $1,957.92万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $6,741.30万 | 0.93% | 205,948 | 12,346 | 6.4% | $404.12万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $6,693.75万 | 0.92% | 1,325,757 | -81,580 | -5.8% | -$411.90万 | 减仓 |
| MS | MORGAN STANLEY | $6,661.25万 | 0.92% | 318,659 | -8,856 | -2.7% | -$185.13万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $6,507.17万 | 0.90% | 150,167 | 6,371 | 4.4% | $276.07万 | 加仓 |
| PRFD | PIMCO ETF TR | $6,221.86万 | 0.86% | 1,211,734 | 89,201 | 7.9% | $458.02万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $6,192.69万 | 0.85% | 483,502 | 125,746 | 35.1% | $1,610.55万 | 加仓 |
| DABS | DOUBLELINE ETF TRUST | $6,126.96万 | 0.85% | 1,208,993 | -32,260 | -2.6% | -$163.49万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $5,975.23万 | 0.82% | 175,216 | -4,165 | -2.3% | -$142.04万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $5,963.12万 | 0.82% | 2,336,644 | -1,362,733 | -36.8% | -$3,477.69万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $5,810.95万 | 0.80% | 139,811 | -12,077 | -8.0% | -$501.95万 | 减仓 |
| SPYI | NEOS ETF TRUST | $5,736.80万 | 0.79% | 1,080,581 | 44,174 | 4.3% | $234.52万 | 加仓 |
| FEBT | AIM ETF PRODUCTS TRUST | $5,672.41万 | 0.78% | 1,378,809 | 16,116 | 1.2% | $66.30万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $5,618.00万 | 0.78% | 1,047,939 | 132,533 | 14.5% | $710.51万 | 加仓 |
| BBBS | BONDBLOXX ETF TRUST | $5,442.35万 | 0.75% | 1,066,185 | -38,383 | -3.5% | -$195.93万 | 减仓 |
| CVX | CHEVRON CORPORATION | $5,385.59万 | 0.74% | 324,903 | 16,469 | 5.3% | $272.99万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $5,186.50万 | 0.72% | 1,034,198 | -65,876 | -6.0% | -$330.37万 | 减仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $5,183.88万 | 0.72% | 1,016,347 | -61,325 | -5.7% | -$312.79万 | 减仓 |
| MUB | ISHARES TR | $5,109.43万 | 0.70% | 474,766 | 112,530 | 31.1% | $1,211.05万 | 加仓 |
| TGT | TARGET CORP | $4,985.07万 | 0.69% | 381,676 | -44,524 | -10.4% | -$581.53万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $4,967.82万 | 0.69% | 1,462,256 | -97,278 | -6.2% | -$330.49万 | 减仓 |
| ETN | EATON CORP PLC | $4,955.52万 | 0.68% | 116,294 | 5,748 | 5.2% | $244.93万 | 加仓 |
| V | VISA INC | $4,697.32万 | 0.65% | 136,912 | 11,388 | 9.1% | $390.71万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $4,607.79万 | 0.64% | 1,377,103 | 1,360,556 | 8,222.4% | $4,552.42万 | 加仓 |
| KO | COCA COLA CO | $4,576.64万 | 0.63% | 563,140 | -587 | -0.1% | -$4.77万 | 减仓 |
| URI | UNITED RENTALS INC | $4,476.49万 | 0.62% | 39,514 | 2,866 | 7.8% | $324.69万 | 加仓 |
| XTWY | BONDBLOXX ETF TRUST | $4,432.56万 | 0.61% | 1,180,913 | 1,180,913 | — | $4,432.56万 | 新建仓 |
| IVV | ISHARES TR | $4,395.26万 | 0.61% | 58,690 | 2,486 | 4.4% | $186.18万 | 加仓 |
| WMT | WALMART INC | $4,392.04万 | 0.61% | 387,784 | 4,686 | 1.2% | $53.07万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $4,384.04万 | 0.60% | 733,976 | 71,051 | 10.7% | $424.39万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $4,372.27万 | 0.60% | 1,540,075 | 194,750 | 14.5% | $552.90万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $4,254.22万 | 0.59% | 2,194,028 | 2,194,028 | — | $4,254.22万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $4,192.59万 | 0.58% | 457,506 | 4,422 | 1.0% | $40.52万 | 加仓 |
| APH | AMPHENOL CORP | $4,056.44万 | 0.56% | 230,061 | 27,230 | 13.4% | $480.12万 | 加仓 |
| BAC | BANK OF AMER CORP | $4,033.25万 | 0.56% | 707,836 | 11,855 | 1.7% | $67.55万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $3,918.45万 | 0.54% | 267,216 | 16,950 | 6.8% | $248.55万 | 加仓 |
| MDT | MEDTRONIC PLC | $3,884.22万 | 0.54% | 496,513 | 18,509 | 3.9% | $144.80万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $3,881.46万 | 0.54% | 152,831 | 13,737 | 9.9% | $348.88万 | 加仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $3,747.46万 | 0.52% | 1,857,938 | 1,857,938 | — | $3,747.46万 | 新建仓 |
| FOXY | SIMPLIFY EXCHANGE TRADED FUN | $3,535.49万 | 0.49% | 1,186,803 | 1,186,803 | — | $3,535.49万 | 新建仓 |
| SMOT | VANECK ETF TRUST | $3,518.61万 | 0.49% | 905,457 | 35,422 | 4.1% | $137.65万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $3,454.91万 | 0.48% | 551,638 | 32,989 | 6.4% | $206.61万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,438.48万 | 0.47% | 68,716 | -13,853 | -16.8% | -$693.19万 | 减仓 |
| GOOGL | ALPHABET INC | $3,428.11万 | 0.47% | 95,926 | 22,044 | 29.8% | $787.79万 | 加仓 |
| AIS | TIDAL TRUST III | $3,381.44万 | 0.47% | 396,371 | 396,371 | — | $3,381.44万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $3,347.44万 | 0.46% | 43,864 | 43,864 | — | $3,347.44万 | 新建仓 |
| MCD | MCDONALDS CORP | $3,313.07万 | 0.46% | 122,566 | -2,629 | -2.1% | -$71.06万 | 减仓 |
| LLY | ELI LILLY & CO | $3,279.48万 | 0.45% | 27,342 | 7,757 | 39.6% | $930.40万 | 加仓 |
| PWR | QUANTA SVCS INC | $3,205.47万 | 0.44% | 44,518 | -5,868 | -11.6% | -$422.52万 | 减仓 |
| LOW | LOWES COS INC | $3,067.63万 | 0.42% | 139,128 | -2,472 | -1.7% | -$54.51万 | 减仓 |
| SBUX | STARBUCKS CORP | $3,016.65万 | 0.42% | 295,201 | -13,500 | -4.4% | -$137.96万 | 减仓 |
| COP | CONOCOPHILLIPS | $2,927.51万 | 0.40% | 281,600 | 27,089 | 10.6% | $281.62万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $2,858.08万 | 0.39% | 49,559 | 7,772 | 18.6% | $448.21万 | 加仓 |
| — | ETF SER SOLUTIONS | $2,834.41万 | 0.39% | 1,040,916 | 1,040,916 | — | $2,834.41万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $2,829.98万 | 0.39% | 861,224 | 861,224 | — | $2,829.98万 | 新建仓 |
| CSHI | NEOS ETF TRUST | $2,815.77万 | 0.39% | 565,301 | 54,911 | 10.8% | $273.51万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $2,774.69万 | 0.38% | 539,612 | 87,146 | 19.3% | $448.11万 | 加仓 |
| CHAT | TIDAL TRUST II | $2,756.90万 | 0.38% | 279,378 | -88,872 | -24.1% | -$876.99万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $2,731.11万 | 0.38% | 165,141 | -29,056 | -15.0% | -$480.53万 | 减仓 |
| ASML | ASML HLDG NV | $2,685.55万 | 0.37% | 13,499 | -1,122 | -7.7% | -$223.22万 | 减仓 |
| XFIV | BONDBLOXX ETF TRUST | $2,675.55万 | 0.37% | 549,620 | -943,633 | -63.2% | -$4,593.60万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $2,658.81万 | 0.37% | 2,340,500 | 177,354 | 8.2% | $201.47万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $2,638.11万 | 0.36% | 300,571 | 53,055 | 21.4% | $465.66万 | 加仓 |
| PCMM | BONDBLOXX ETF TRUST | $2,624.29万 | 0.36% | 526,172 | -266,536 | -33.6% | -$1,329.35万 | 减仓 |
| LOUP | INNOVATOR ETFS TRUST | $2,605.60万 | 0.36% | 264,367 | -23,849 | -8.3% | -$235.06万 | 减仓 |
| PRIV | SSGA ACTIVE TR | $2,581.15万 | 0.36% | 1,025,282 | 129,964 | 14.5% | $327.18万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,580.46万 | 0.36% | 27,585 | 2,276 | 9.0% | $212.91万 | 加仓 |
| NOW | SERVICENOW INC | $2,576.88万 | 0.36% | 259,557 | 74,064 | 39.9% | $735.31万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $2,561.86万 | 0.35% | 841,471 | 841,471 | — | $2,561.86万 | 新建仓 |
| DXCM | DEXCOM INC | $2,509.07万 | 0.35% | 372,542 | 53,283 | 16.7% | $358.86万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $2,501.03万 | 0.35% | 953,502 | 153,041 | 19.1% | $401.43万 | 加仓 |
| KLAC | KLA CORP | $2,476.29万 | 0.34% | 82,075 | -2,695 | -3.2% | -$81.31万 | 减仓 |
| EQIX | EQUINIX INC | $2,351.19万 | 0.32% | 22,556 | -83 | -0.4% | -$8.65万 | 减仓 |
| MLPA | GLOBAL X FDS | $2,315.05万 | 0.32% | 436,144 | 14,343 | 3.4% | $76.13万 | 加仓 |
| ECL | ECOLAB INC | $2,221.87万 | 0.31% | 79,748 | -13,109 | -14.1% | -$365.23万 | 减仓 |
| KEY | KEYCORP | $2,212.44万 | 0.31% | 959,843 | 9,527 | 1.0% | $21.96万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $2,209.71万 | 0.30% | 132,564 | -12,306 | -8.5% | -$205.13万 | 减仓 |
| TXN | TEXAS INSTRS INC | $2,192.57万 | 0.30% | 73,559 | -2,628 | -3.4% | -$78.33万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $2,184.59万 | 0.30% | 150,351 | -12,466 | -7.7% | -$181.13万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $2,164.02万 | 0.30% | 43,711 | -3,481 | -7.4% | -$172.34万 | 减仓 |