Diligent Investors, LLC
REDLANDS CA · SEC CIK 0001549042
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD INDEX FDS | $70.57万 | 0.17% | 2,457 | 0 | 0.0% | — | 不变 |
| PJUN | INNOVATOR ETFS TRUST | $70.63万 | 0.17% | 16,886 | -340 | -2.0% | -$1.42万 | 减仓 |
| TEX | TEREX CORP NEW | $71.87万 | 0.18% | 12,160 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $72.02万 | 0.18% | 1,441 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $72.36万 | 0.18% | 2,338 | 261 | 12.6% | $8.08万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $72.63万 | 0.18% | 3,524 | -60 | -1.7% | -$1.24万 | 减仓 |
| GE | GE AEROSPACE | $73.13万 | 0.18% | 2,577 | 20 | 0.8% | $5,675 | 加仓 |
| ORCL | ORACLE CORP | $73.34万 | 0.18% | 4,986 | 736 | 17.3% | $10.83万 | 加仓 |
| HSY | HERSHEY CO | $73.70万 | 0.18% | 3,545 | -50 | -1.4% | -$1.04万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $73.86万 | 0.18% | 19,750 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $74.26万 | 0.18% | 22,147 | 2 | 0.0% | $67 | 加仓 |
| — | INNOVATOR ETFS TRUST | $76.55万 | 0.19% | 23,345 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $77.00万 | 0.19% | 7,500 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $77.51万 | 0.19% | 2,167 | -25 | -1.1% | -$8,942 | 减仓 |
| QQQ | INVESCO QQQ TR | $77.83万 | 0.19% | 1,348 | 90 | 7.2% | $5.20万 | 加仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $78.17万 | 0.19% | 19,025 | 2,700 | 16.5% | $11.09万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $79.79万 | 0.20% | 1,686 | -75 | -4.3% | -$3.55万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $80.40万 | 0.20% | 4,098 | -225 | -5.2% | -$4.41万 | 减仓 |
| POOL | POOL CORP | $81.66万 | 0.20% | 4,036 | 2 | 0.0% | $405 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $81.68万 | 0.20% | 19,502 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $81.78万 | 0.20% | 34,950 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $82.61万 | 0.20% | 6,309 | -70 | -1.1% | -$9,166 | 减仓 |
| MDT | MEDTRONIC PLC | $83.70万 | 0.21% | 9,659 | 0 | 0.0% | — | 不变 |
| PMAY | INNOVATOR ETFS TRUST | $83.91万 | 0.21% | 21,008 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $84.56万 | 0.21% | 13,804 | -500 | -3.5% | -$3.06万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $84.98万 | 0.21% | 4,022 | 1 | 0.0% | $211 | 加仓 |
| MET | METLIFE INC | $85.94万 | 0.21% | 12,153 | 4 | 0.0% | $283 | 加仓 |
| USIG | ISHARES TR | $89.11万 | 0.22% | 17,393 | -159 | -0.9% | -$8,146 | 减仓 |
| PEP | PEPSICO INC | $90.06万 | 0.22% | 5,800 | 53 | 0.9% | $8,230 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $93.91万 | 0.23% | 37,413 | 12 | 0.0% | $301 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $94.09万 | 0.23% | 22,451 | 16,790 | 296.6% | $70.37万 | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI | $95.21万 | 0.24% | 44,200 | 44,200 | — | $95.21万 | 新建仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $95.55万 | 0.24% | 22,919 | 1,036 | 4.7% | $4.32万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $97.08万 | 0.24% | 3,584 | 3 | 0.1% | $813 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $98.16万 | 0.24% | 32,731 | 2,008 | 6.5% | $6.02万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $98.33万 | 0.24% | 2,133 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $98.54万 | 0.24% | 10,419 | -227 | -2.1% | -$2.15万 | 减仓 |
| AFL | AFLAC INC | $98.74万 | 0.24% | 9,000 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $100.17万 | 0.25% | 8,474 | -31 | -0.4% | -$3,664 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $101.18万 | 0.25% | 44,416 | -2,499 | -5.3% | -$5.69万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $101.59万 | 0.25% | 10,515 | -284 | -2.6% | -$2.74万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $102.50万 | 0.25% | 40,000 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $103.37万 | 0.26% | 16,895 | -630 | -3.6% | -$3.85万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $104.51万 | 0.26% | 28,043 | -5 | -0.0% | -$186 | 减仓 |
| EIX | EDISON INTL | $105.83万 | 0.26% | 14,462 | -185 | -1.3% | -$1.35万 | 减仓 |
| KAPR | INNOVATOR ETFS TRUST | $105.91万 | 0.26% | 29,217 | -929 | -3.1% | -$3.37万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $105.99万 | 0.26% | 30,900 | 0 | 0.0% | — | 不变 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $108.03万 | 0.27% | 26,493 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $108.13万 | 0.27% | 5,634 | 241 | 4.5% | $4.63万 | 加仓 |
| PSFF | PACER FDS TR | $109.74万 | 0.27% | 34,247 | -251 | -0.7% | -$8,043 | 减仓 |
| NAPR | INNOVATOR ETFS TRUST | $114.65万 | 0.28% | 20,991 | -64 | -0.3% | -$3,496 | 减仓 |
| — | INNOVATOR ETFS TRUST | $115.02万 | 0.28% | 33,899 | -898 | -2.6% | -$3.05万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $115.28万 | 0.29% | 16,947 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $115.94万 | 0.29% | 46,543 | 98 | 0.2% | $2,441 | 加仓 |
| SPTS | SPDR SERIES TRUST | $116.72万 | 0.29% | 40,000 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $117.08万 | 0.29% | 20,000 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $117.68万 | 0.29% | 8,103 | -98 | -1.2% | -$1.42万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $120.19万 | 0.30% | 8,198 | -48 | -0.6% | -$7,037 | 减仓 |
| BOCT | INNOVATOR ETFS TRUST | $120.80万 | 0.30% | 25,173 | -1,000 | -3.8% | -$4.80万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $123.50万 | 0.31% | 56,340 | 27,040 | 92.3% | $59.27万 | 加仓 |
| INTC | INTEL CORP | $124.00万 | 0.31% | 28,098 | -100 | -0.4% | -$4,413 | 减仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $126.66万 | 0.31% | 32,131 | -526 | -1.6% | -$2.07万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $127.02万 | 0.31% | 6,962 | 581 | 9.1% | $10.60万 | 加仓 |
| CAT | CATERPILLAR INC | $127.96万 | 0.32% | 1,806 | 104 | 6.1% | $7.37万 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $128.08万 | 0.32% | 35,302 | -182 | -0.5% | -$6,603 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $129.20万 | 0.32% | 46,274 | -1,519 | -3.2% | -$4.24万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $130.36万 | 0.32% | 22,616 | -318 | -1.4% | -$1.83万 | 减仓 |
| WFC | WELLS FARGO & CO | $132.10万 | 0.33% | 16,594 | 14 | 0.1% | $1,115 | 加仓 |
| HD | HOME DEPOT INC | $132.16万 | 0.33% | 4,018 | -36 | -0.9% | -$1.18万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $134.23万 | 0.33% | 70,900 | 5,250 | 8.0% | $9.94万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $134.65万 | 0.33% | 25,521 | -1,900 | -6.9% | -$10.02万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $134.67万 | 0.33% | 1,352 | 13 | 1.0% | $1.29万 | 加仓 |
| PFE | PFIZER INC | $137.46万 | 0.34% | 48,955 | -756 | -1.5% | -$2.12万 | 减仓 |
| MRK | MERCK & CO INC | $137.89万 | 0.34% | 11,463 | -1 | -0.0% | -$120 | 减仓 |
| NFLX | NETFLIX INC. | $138.79万 | 0.34% | 14,435 | 1,315 | 10.0% | $12.64万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $138.99万 | 0.34% | 35,737 | -600 | -1.7% | -$2.33万 | 减仓 |
| RTX | RTX CORPORATION | $139.88万 | 0.35% | 7,252 | -98 | -1.3% | -$1.89万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $139.99万 | 0.35% | 46,840 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $140.51万 | 0.35% | 48,337 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $140.55万 | 0.35% | 51,312 | 37,177 | 263.0% | $101.83万 | 加仓 |
| MCD | MCDONALDS CORP | $143.80万 | 0.36% | 4,627 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $144.08万 | 0.36% | 38,815 | 0 | 0.0% | — | 不变 |
| BUFB | INNOVATOR ETFS TRUST | $147.58万 | 0.37% | 41,097 | -530 | -1.3% | -$1.90万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $147.73万 | 0.37% | 50,315 | -2,100 | -4.0% | -$6.17万 | 减仓 |
| WMB | WILLIAMS COS INC | $151.04万 | 0.37% | 20,752 | 2 | 0.0% | $146 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $151.09万 | 0.37% | 145,275 | 8,231 | 6.0% | $8.56万 | 加仓 |
| IJUL | INNOVATOR ETFS TRUST | $152.74万 | 0.38% | 45,256 | -20 | -0.0% | -$675 | 减仓 |
| T | AT&T INC | $157.27万 | 0.39% | 54,251 | -294 | -0.5% | -$8,523 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $157.81万 | 0.39% | 4,671 | 1,770 | 61.0% | $59.80万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $158.58万 | 0.39% | 10,979 | -107 | -1.0% | -$1.55万 | 减仓 |
| NOCT | INNOVATOR ETFS TRUST | $160.35万 | 0.40% | 28,448 | -250 | -0.9% | -$1.41万 | 减仓 |
| KO | COCA COLA CO | $164.44万 | 0.41% | 21,622 | 700 | 3.3% | $5.32万 | 加仓 |
| BA | BOEING CO | $165.94万 | 0.41% | 8,337 | -1,565 | -15.8% | -$31.15万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $166.10万 | 0.41% | 33,087 | 384 | 1.2% | $1.93万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $167.28万 | 0.41% | 36,391 | -505 | -1.4% | -$2.32万 | 减仓 |
| BX | BLACKSTONE INC | $167.29万 | 0.41% | 14,548 | 359 | 2.5% | $4.13万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $171.57万 | 0.42% | 11,729 | 329 | 2.9% | $4.81万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $176.14万 | 0.44% | 5,988 | -17 | -0.3% | -$5,001 | 减仓 |
| GLDM | WORLD GOLD TR | $176.21万 | 0.44% | 19,011 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $177.70万 | 0.44% | 36,451 | -362 | -1.0% | -$1.76万 | 减仓 |