13F 机构持仓

Diligent Investors, LLC

REDLANDS CA · SEC CIK 0001549042

2026Q22026Q1 更早 9 个季度 🔒
$4.04亿2026Q1 申报市值
346持仓数
22.3%前十大占比 · 第一大 4.1%
16 / 9新建仓 / 清仓
申报市值走势$4.49亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 4.1%
SPYG 4.0%
SPYV 3.1%
MSFT 2.0%
SPDW 1.8%
NVDA 1.7%
MDYG 1.4%
BRK/B 1.4%
MDYV 1.4%
CVX 1.3%

2026Q1 买入最多 按季末市值估算

INNOVATOR ETFS T 加仓+$101.83万
FIRST TR EXCHNG 新建仓+$95.21万
PFEB 加仓+$88.82万
GJAN 重新持有+$70.37万
MU 加仓+$59.80万

2026Q1 卖出最多 按季末市值估算

EXXON MOBIL CORP 减仓-$38.09万
CPB 清仓-$33.86万
BA 减仓-$31.15万
MSFT 减仓-$27.61万
SPYG 减仓-$26.45万

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
BJAN INNOVATOR ETFS TRUST $32.13万0.08%6,025 -25-0.4% -$1,333 减仓
Q QNITY ELECTRONICS INC $32.22万0.08%2,793 -413-12.9% -$4.76万 减仓
— FIRST TR EXCHNG TRADED FD VI $32.32万0.08%12,350 00.0% — 不变
COLB COLUMBIA BKG SYS INC $32.80万0.08%11,956 -1,830-13.3% -$5.02万 减仓
— INNOVATOR ETFS TRUST $33.44万0.08%8,500 00.0% — 不变
REG REGENCY CTRS CORP $33.78万0.08%4,465 -90-2.0% -$6,809 减仓
GNOV FIRST TR EXCHNG TRADED FD VI $33.80万0.08%8,680 00.0% — 不变
NBIS NEBIUS GROUP N.V. $33.96万0.08%3,273 00.0% — 不变
— INNOVATOR ETFS TRUST $34.04万0.08%10,350 -650-5.9% -$2.14万 减仓
— INNOVATOR ETFS TRUST $34.06万0.08%11,398 00.0% — 不变
RL RALPH LAUREN CORP $34.64万0.09%1,007 00.0% — 不变
— INNOVATOR ETFS TRUST $34.69万0.09%10,000 00.0% — 不变
RWL INVESCO EXCH TRADED FD TR II $34.72万0.09%3,022 -30-1.0% -$3,447 减仓
CAR AVIS BUDGET GROUP INC $34.76万0.09%2,383 00.0% — 不变
OUSA ALPS ETF TR $34.94万0.09%6,276 -195-3.0% -$1.09万 减仓
SPY STATE STR SPDR S&P 500 ETF T $35.66万0.09%548 -15-2.7% -$9,761 减仓
— INNOVATOR ETFS TRUST $36.14万0.09%12,300 1,55014.4% $4.55万 加仓
SHOP SHOPIFY INC $36.38万0.09%3,067 -243-7.3% -$2.88万 减仓
PHYS SPROTT ASSET MANAGEMENT LP $37.16万0.09%10,485 1,29714.1% $4.60万 加仓
SBUX STARBUCKS CORP $37.44万0.09%4,179 140.3% $1,254 加仓
QJUN FIRST TR EXCHNG TRADED FD VI $37.49万0.09%11,999 00.0% — 不变
CI THE CIGNA GROUP $37.67万0.09%1,412 -72-4.9% -$1.92万 减仓
— INNOVATOR ETFS TRUST $37.90万0.09%11,640 00.0% — 不变
VGK VANGUARD INTL EQUITY INDEX F $38.14万0.09%4,627 210.5% $1,731 加仓
— FIRST TR EXCHNG TRADED FD VI $38.15万0.09%13,946 410.3% $1,121 加仓
— INNOVATOR ETFS TRUST $38.16万0.09%14,850 00.0% — 不变
SPYM SPDR SERIES TRUST $38.27万0.09%5,000 00.0% — 不变
— HONEYWELL INTL INC $38.81万0.10%1,717 -37-2.1% -$8,363 减仓
IAPR INNOVATOR ETFS TRUST $38.82万0.10%12,258 00.0% — 不变
IOCT INNOVATOR ETFS TRUST $39.32万0.10%11,219 00.0% — 不变
SHEL SHELL PLC $39.36万0.10%4,232 20.0% $186 加仓
LLY ELI LILLY & CO $39.39万0.10%428 379.5% $3.40万 加仓
XLU SELECT SECTOR SPDR TR $41.62万0.10%9,069 -498-5.2% -$2.29万 减仓
SLV ISHARES SILVER TR $41.77万0.10%6,130 1,75540.1% $11.96万 加仓
— EATON VANCE SHORT DURATION D $42.01万0.10%39,294 1610.4% $1,721 加仓
QDEC FIRST TR EXCHNG TRADED FD VI $42.47万0.11%13,500 00.0% — 不变
WRB BERKLEY W R CORP $42.49万0.11%6,411 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC $42.55万0.11%1,090 15016.0% $5.86万 加仓
MUB ISHARES TR $42.61万0.11%4,014 70.2% $743 加仓
WM WASTE MGMT INC DEL $42.68万0.11%1,857 -84-4.3% -$1.93万 减仓
— NUVEEN CALIF AMT FREE MUNI I $42.94万0.11%36,087 870.2% $1,035 加仓
— FIRST TR EXCHNG TRADED FD VI $42.99万0.11%11,900 11,900— $42.99万 新建仓
UPS UNITED PARCEL SVCS INC $43.15万0.11%4,386 -213-4.6% -$2.10万 减仓
DOV DOVER CORP $43.20万0.11%2,073 -149-6.7% -$3.11万 减仓
UNH UNITEDHEALTH GROUP INC $43.51万0.11%1,608 22916.6% $6.20万 加仓
CRM SALESFORCE INC $43.55万0.11%2,333 833.7% $1.55万 加仓
AIG AMERICAN INTL GROUP INC $43.56万0.11%5,789 2514.5% $1.89万 加仓
SFLR INNOVATOR ETFS TRUST $44.17万0.11%12,475 -15-0.1% -$531 减仓
UNP UNION PAC CORP $44.95万0.11%1,853 80.4% $1,941 加仓
SKT TANGER INC $44.98万0.11%13,238 -171-1.3% -$5,810 减仓
FCX FREEPORT MCMORAN INC $45.75万0.11%7,784 20.0% $118 加仓
NDAQ NASDAQ INC $45.84万0.11%5,400 00.0% — 不变
PAA PLAINS ALL AMERN PIPELINE L $46.22万0.11%20,699 00.0% — 不变
GEV GE VERNOVA INC $46.79万0.12%536 -41-7.1% -$3.58万 减仓
— INNOVATOR ETFS TRUST $47.62万0.12%14,036 -500-3.4% -$1.70万 减仓
VVV VALVOLINE INC $47.64万0.12%14,146 -274-1.9% -$9,228 减仓
WPC WP CAREY INC $49.43万0.12%7,274 240.3% $1,631 加仓
ADBE ADOBE INC $49.98万0.12%2,056 60.3% $1,458 加仓
KJAN INNOVATOR ETFS TRUST $50.17万0.12%12,024 -49-0.4% -$2,044 减仓
SCHW SCHWAB CHARLES CORP $51.55万0.13%5,485 -250-4.4% -$2.35万 减仓
KR KROGER CO $51.84万0.13%7,164 -500-6.5% -$3.62万 减仓
GMAY FIRST TR EXCHNG TRADED FD VI $53.44万0.13%13,015 -75-0.6% -$3,080 减仓
XEXGX EATON VANCE TAX-MANAGED GLOB $53.90万0.13%62,244 6081.0% $5,265 加仓
— INNOVATOR ETFS TRUST $54.55万0.14%18,300 18,300— $54.55万 新建仓
— INNOVATOR ETFS TRUST $54.83万0.14%19,680 -5-0.0% -$139 减仓
PANW PALO ALTO NETWORKS INC $54.99万0.14%3,430 -249-6.8% -$3.99万 减仓
— FIRST TR EXCHNG TRADED FD VI $55.51万0.14%12,920 00.0% — 不变
SO SOUTHERN CO $55.85万0.14%5,786 -147-2.5% -$1.42万 减仓
JEPQ J P MORGAN EXCHANGE TRADED F $56.12万0.14%10,109 10,109— $56.12万 新建仓
— INNOVATOR ETFS TRUST $56.17万0.14%20,000 20,000— $56.17万 新建仓
CVS CVS HEALTH CORP $56.37万0.14%7,849 -238-2.9% -$1.71万 减仓
MO ALTRIA GROUP INC $56.39万0.14%8,545 -292-3.3% -$1.93万 减仓
COWZ PACER FDS TR $56.46万0.14%9,025 00.0% — 不变
ET ENERGY TRANSFER L P $56.83万0.14%29,446 -286-1.0% -$5,520 减仓
ING ING GROEP N.V. $57.05万0.14%21,900 630.3% $1,641 加仓
ABBV ABBVIE INC $57.36万0.14%2,637 622.4% $1.35万 加仓
AMD ADVANCED MICRO DEVICES INC $57.51万0.14%2,827 1706.4% $3.46万 加仓
GSEP FIRST TR EXCHNG TRADED FD VI $57.93万0.14%15,200 00.0% — 不变
UJAN INNOVATOR ETFS TRUST $59.05万0.15%13,890 00.0% — 不变
ACI ALBERTSONS COS INC $59.24万0.15%34,765 -1,767-4.8% -$3.01万 减仓
XLI SELECT SECTOR SPDR TR $59.26万0.15%3,664 -250-6.4% -$4.04万 减仓
SRE SEMPRA $59.54万0.15%6,127 00.0% — 不变
DB DEUTSCHE BK AG $59.56万0.15%20,000 00.0% — 不变
TRV TRAVELERS COMPANIES INC $59.97万0.15%2,056 00.0% — 不变
SCHM SCHWAB STRATEGIC TR $60.10万0.15%19,411 00.0% — 不变
COP CONOCOPHILLIPS $60.31万0.15%4,569 1022.3% $1.35万 加仓
— INNOVATOR ETFS TRUST $61.30万0.15%22,750 -500-2.2% -$1.35万 减仓
AMGN AMGEN INC $62.24万0.15%1,769 00.0% — 不变
GPN GLOBAL PMTS INC $63.94万0.16%9,501 10.0% $67 加仓
SNOW SNOWFLAKE INC $64.08万0.16%4,249 -65-1.5% -$9,803 减仓
XLF SELECT SECTOR SPDR TR $64.71万0.16%13,107 00.0% — 不变
TXN TEXAS INSTRS INC $64.76万0.16%3,336 -8-0.2% -$1,553 减仓
OHI OMEGA HEALTHCARE INVS INC $64.89万0.16%14,808 1991.4% $8,720 加仓
— FIRST TR EXCHNG TRADED FD VI $64.99万0.16%16,825 -975-5.5% -$3.77万 减仓
— INNOVATOR ETFS TRUST $66.68万0.17%23,205 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $67.13万0.17%984 00.0% — 不变
BNL BROADSTONE NET LEASE INC $67.28万0.17%36,828 2960.8% $5,408 加仓
XLK SELECT SECTOR SPDR TR $67.91万0.17%5,110 00.0% — 不变
XDEC FIRST TR EXCHNG TRADED FD VI $68.53万0.17%17,000 1,0006.2% $4.03万 加仓
— INNOVATOR ETFS TRUST $70.49万0.17%24,283 9,10059.9% $26.42万 加仓