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
BIL SPDR SERIES TRUST $178.70万0.44%19,500 00.0% — 不变
PNOV INNOVATOR ETFS TRUST $179.30万0.44%43,882 -100-0.2% -$4,086 减仓
AMAT APPLIED MATLS INC $179.59万0.44%5,254 -300-5.4% -$10.25万 减仓
— INNOVATOR ETFS TRUST $183.08万0.45%57,159 00.0% — 不变
AXP AMERICAN EXPRESS CO $188.51万0.47%6,232 300.5% $9,075 加仓
SPG SIMON PPTY GROUP INC NEW $190.29万0.47%10,202 90.1% $1,679 加仓
CSCO CISCO SYS INC $195.02万0.48%25,135 -117-0.5% -$9,078 减仓
NJUL INNOVATOR ETFS TRUST $195.21万0.48%27,335 -95-0.3% -$6,784 减仓
EME EMCOR GROUP INC $196.48万0.49%2,661 -55-2.0% -$4.06万 减仓
GOOG ALPHABET INC $198.27万0.49%6,912 4917.6% $14.08万 加仓
AGG ISHARES TR $198.64万0.49%20,010 2891.5% $2.87万 加仓
BUFF INNOVATOR ETFS TRUST $205.14万0.51%41,518 -77-0.2% -$3,805 减仓
IBM INTERNATIONAL BUSINESS MACHS $211.35万0.52%8,720 -5-0.1% -$1,212 减仓
CTVA CORTEVA INC $213.26万0.53%25,476 -97-0.4% -$8,120 减仓
CP CANADIAN PACIFIC KANSAS CITY $219.03万0.54%27,845 -175-0.6% -$1.38万 减仓
PSEP INNOVATOR ETFS TRUST $221.83万0.55%51,517 -50-0.1% -$2,153 减仓
GLD SPDR GOLD TR $226.38万0.56%5,261 1763.5% $7.57万 加仓
— INNOVATOR ETFS TRUST $228.05万0.56%111,008 -5,000-4.3% -$10.27万 减仓
MS MORGAN STANLEY $229.81万0.57%13,964 -191-1.3% -$3.14万 减仓
— EXXON MOBIL CORP $238.23万0.59%14,042 -2,245-13.8% -$38.09万 减仓
SPEM SPDR INDEX SHS FDS $247.14万0.61%52,684 3310.6% $1.55万 加仓
— FIRST TR EXCHNG TRADED FD VI $247.69万0.61%104,290 17,85020.7% $42.39万 加仓
— FIRST TR EXCHNG TRADED FD VI $247.70万0.61%70,359 4,4836.8% $15.78万 加仓
POCT INNOVATOR ETFS TRUST $248.84万0.62%57,723 00.0% — 不变
QFLR INNOVATOR ETFS TRUST $249.06万0.62%74,793 -217-0.3% -$7,226 减仓
BSEP INNOVATOR ETFS TRUST $252.19万0.62%52,449 00.0% — 不变
BAUG INNOVATOR ETFS TRUST $260.19万0.64%53,266 -1,400-2.6% -$6.84万 减仓
JNJ JOHNSON & JOHNSON $267.92万0.66%10,961 60.1% $1,467 加仓
QCOM QUALCOMM INC $269.55万0.67%20,931 -222-1.0% -$2.86万 减仓
NJAN INNOVATOR ETFS TRUST $272.88万0.68%51,129 -30-0.1% -$1,601 减仓
PDEC INNOVATOR ETFS TRUST $273.00万0.68%64,236 -1,820-2.8% -$7.74万 减仓
PAPR INNOVATOR ETFS TRUST $283.31万0.70%71,183 -197-0.3% -$7,841 减仓
GS GOLDMAN SACHS GROUP INC $297.52万0.74%3,517 -49-1.4% -$4.15万 减仓
PJAN INNOVATOR ETFS TRUST $305.79万0.76%66,289 1880.3% $8,672 加仓
PFEB INNOVATOR ETFS TRUST $306.44万0.76%76,420 22,15040.8% $88.82万 加仓
DIS DISNEY WALT CO $322.15万0.80%33,425 -137-0.4% -$1.32万 减仓
SPGI S&P GLOBAL INC $332.91万0.82%7,827 751.0% $3.19万 加仓
GLW CORNING INC $334.66万0.83%24,613 520.2% $7,070 加仓
TSLA TESLA INC $359.26万0.89%9,664 4104.4% $15.24万 加仓
SCHA SCHWAB STRATEGIC TR $361.62万0.90%124,353 -2,209-1.7% -$6.42万 减仓
GOOGL ALPHABET INC $403.46万1.00%14,031 -178-1.3% -$5.12万 减仓
PMAR INNOVATOR ETFS TRUST $405.04万1.00%90,776 1,3651.5% $6.09万 加仓
META META PLATFORMS INC $414.34万1.03%7,242 1432.0% $8.18万 加仓
WMT WALMART INC $424.13万1.05%34,127 -785-2.2% -$9.76万 减仓
AMZN AMAZON COM INC $444.19万1.10%21,328 1,0615.2% $22.10万 加仓
V VISA INC $499.83万1.24%16,537 -530-3.1% -$16.02万 减仓
PAUG INNOVATOR ETFS TRUST $512.27万1.27%119,913 -349-0.3% -$1.49万 减仓
CVX CHEVRON CORPORATION $536.41万1.33%25,926 260.1% $5,379 加仓
MDYV SPDR SERIES TRUST $549.03万1.36%64,478 -766-1.2% -$6.52万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $564.16万1.40%11,773 -88-0.7% -$4.22万 减仓
MDYG SPDR SERIES TRUST $575.29万1.43%59,951 -658-1.1% -$6.31万 减仓
NVDA NVIDIA CORPORATION $694.96万1.72%39,849 9252.4% $16.13万 加仓
SPDW SPDR INDEX SHS FDS $735.52万1.82%161,121 -4,079-2.5% -$18.62万 减仓
MSFT MICROSOFT CORP $794.11万1.97%21,453 -746-3.4% -$27.61万 减仓
SPYV SPDR SERIES TRUST $1,241.30万3.07%219,388 -3,712-1.7% -$21.00万 减仓
SPYG SPDR SERIES TRUST $1,628.34万4.03%166,309 -2,701-1.6% -$26.45万 减仓
AAPL APPLE INC $1,669.33万4.14%65,776 -310-0.5% -$7.87万 减仓