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
MMM 3M CO $117.68万0.29%8,103 -98-1.2% -$1.42万 减仓
VGSH VANGUARD SCOTTSDALE FDS $117.08万0.29%20,000 00.0% — 不变
SPTS SPDR SERIES TRUST $116.72万0.29%40,000 00.0% — 不变
SCHR SCHWAB STRATEGIC TR $115.94万0.29%46,543 980.2% $2,441 加仓
SYF SYNCHRONY FINANCIAL $115.28万0.29%16,947 00.0% — 不变
— INNOVATOR ETFS TRUST $115.02万0.28%33,899 -898-2.6% -$3.05万 减仓
NAPR INNOVATOR ETFS TRUST $114.65万0.28%20,991 -64-0.3% -$3,496 减仓
PSFF PACER FDS TR $109.74万0.27%34,247 -251-0.7% -$8,043 减仓
RSP INVESCO EXCHANGE TRADED FD T $108.13万0.27%5,634 2414.5% $4.63万 加仓
GJUL FIRST TR EXCHNG TRADED FD VI $108.03万0.27%26,493 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $105.99万0.26%30,900 00.0% — 不变
KAPR INNOVATOR ETFS TRUST $105.91万0.26%29,217 -929-3.1% -$3.37万 减仓
EIX EDISON INTL $105.83万0.26%14,462 -185-1.3% -$1.35万 减仓
— FIRST TR EXCHNG TRADED FD VI $104.51万0.26%28,043 -5-0.0% -$186 减仓
O REALTY INCOME CORP $103.37万0.26%16,895 -630-3.6% -$3.85万 减仓
— INNOVATOR ETFS TRUST $102.50万0.25%40,000 00.0% — 不变
SLYG SPDR SERIES TRUST $101.59万0.25%10,515 -284-2.6% -$2.74万 减仓
— FIRST TR EXCHNG TRADED FD VI $101.18万0.25%44,416 -2,499-5.3% -$5.69万 减仓
ZTS ZOETIS INC $100.17万0.25%8,474 -31-0.4% -$3,664 减仓
AFL AFLAC INC $98.74万0.24%9,000 00.0% — 不变
SLYV SPDR SERIES TRUST $98.54万0.24%10,419 -227-2.1% -$2.15万 减仓
ISRG INTUITIVE SURGICAL INC $98.33万0.24%2,133 00.0% — 不变
BTC GRAYSCALE BITCOIN MINI TR ET $98.16万0.24%32,731 2,0086.5% $6.02万 加仓
PSA PUBLIC STORAGE OPER CO $97.08万0.24%3,584 30.1% $813 加仓
GMAR FIRST TR EXCHNG TRADED FD VI $95.55万0.24%22,919 1,0364.7% $4.32万 加仓
— FIRST TR EXCHNG TRADED FD VI $95.21万0.24%44,200 44,200— $95.21万 新建仓
GJAN FIRST TR EXCHNG TRADED FD VI $94.09万0.23%22,451 16,790296.6% $70.37万 重新持有
SCHB SCHWAB STRATEGIC TR $93.91万0.23%37,413 120.0% $301 加仓
PEP PEPSICO INC $90.06万0.22%5,800 530.9% $8,230 加仓
USIG ISHARES TR $89.11万0.22%17,393 -159-0.9% -$8,146 减仓
MET METLIFE INC $85.94万0.21%12,153 40.0% $283 加仓
CAH CARDINAL HEALTH INC $84.98万0.21%4,022 10.0% $211 加仓
XLE SELECT SECTOR SPDR TR $84.56万0.21%13,804 -500-3.5% -$3.06万 减仓
PMAY INNOVATOR ETFS TRUST $83.91万0.21%21,008 00.0% — 不变
MDT MEDTRONIC PLC $83.70万0.21%9,659 00.0% — 不变
DUK DUKE ENERGY CORP NEW $82.61万0.20%6,309 -70-1.1% -$9,166 减仓
— FIRST TR EXCHNG TRADED FD VI $81.78万0.20%34,950 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $81.68万0.20%19,502 00.0% — 不变
POOL POOL CORP $81.66万0.20%4,036 20.0% $405 加仓
VTV VANGUARD INDEX FDS $80.40万0.20%4,098 -225-5.2% -$4.41万 减仓
HCA HCA HEALTHCARE INC $79.79万0.20%1,686 -75-4.3% -$3.55万 减仓
GFEB FIRST TR EXCHNG TRADED FD VI $78.17万0.19%19,025 2,70016.5% $11.09万 加仓
QQQ INVESCO QQQ TR $77.83万0.19%1,348 907.2% $5.20万 加仓
ETN EATON CORP PLC $77.51万0.19%2,167 -25-1.1% -$8,942 减仓
ABT ABBOTT LABORATORIES $77.00万0.19%7,500 00.0% — 不变
— INNOVATOR ETFS TRUST $76.55万0.19%23,345 00.0% — 不变
KMI KINDER MORGAN INC DEL $74.26万0.18%22,147 20.0% $67 加仓
— FIRST TR EXCHNG TRADED FD VI $73.86万0.18%19,750 00.0% — 不变
HSY HERSHEY CO $73.70万0.18%3,545 -50-1.4% -$1.04万 减仓
ORCL ORACLE CORP $73.34万0.18%4,986 73617.3% $10.83万 加仓
GE GE AEROSPACE $73.13万0.18%2,577 200.8% $5,675 加仓
TM TOYOTA MOTOR CORP $72.63万0.18%3,524 -60-1.7% -$1.24万 减仓
AVGO BROADCOM INC $72.36万0.18%2,338 26112.6% $8.08万 加仓
MA MASTERCARD INCORPORATED $72.02万0.18%1,441 00.0% — 不变
TEX TEREX CORP NEW $71.87万0.18%12,160 00.0% — 不变
PJUN INNOVATOR ETFS TRUST $70.63万0.17%16,886 -340-2.0% -$1.42万 减仓
VO VANGUARD INDEX FDS $70.57万0.17%2,457 00.0% — 不变
— INNOVATOR ETFS TRUST $70.49万0.17%24,283 9,10059.9% $26.42万 加仓
XDEC FIRST TR EXCHNG TRADED FD VI $68.53万0.17%17,000 1,0006.2% $4.03万 加仓
XLK SELECT SECTOR SPDR TR $67.91万0.17%5,110 00.0% — 不变
BNL BROADSTONE NET LEASE INC $67.28万0.17%36,828 2960.8% $5,408 加仓
NOC NORTHROP GRUMMAN CORP $67.13万0.17%984 00.0% — 不变
— INNOVATOR ETFS TRUST $66.68万0.17%23,205 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $64.99万0.16%16,825 -975-5.5% -$3.77万 减仓
OHI OMEGA HEALTHCARE INVS INC $64.89万0.16%14,808 1991.4% $8,720 加仓
TXN TEXAS INSTRS INC $64.76万0.16%3,336 -8-0.2% -$1,553 减仓
XLF SELECT SECTOR SPDR TR $64.71万0.16%13,107 00.0% — 不变
SNOW SNOWFLAKE INC $64.08万0.16%4,249 -65-1.5% -$9,803 减仓
GPN GLOBAL PMTS INC $63.94万0.16%9,501 10.0% $67 加仓
AMGN AMGEN INC $62.24万0.15%1,769 00.0% — 不变
— INNOVATOR ETFS TRUST $61.30万0.15%22,750 -500-2.2% -$1.35万 减仓
COP CONOCOPHILLIPS $60.31万0.15%4,569 1022.3% $1.35万 加仓
SCHM SCHWAB STRATEGIC TR $60.10万0.15%19,411 00.0% — 不变
TRV TRAVELERS COMPANIES INC $59.97万0.15%2,056 00.0% — 不变
DB DEUTSCHE BK AG $59.56万0.15%20,000 00.0% — 不变
SRE SEMPRA $59.54万0.15%6,127 00.0% — 不变
XLI SELECT SECTOR SPDR TR $59.26万0.15%3,664 -250-6.4% -$4.04万 减仓
ACI ALBERTSONS COS INC $59.24万0.15%34,765 -1,767-4.8% -$3.01万 减仓
UJAN INNOVATOR ETFS TRUST $59.05万0.15%13,890 00.0% — 不变
GSEP FIRST TR EXCHNG TRADED FD VI $57.93万0.14%15,200 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $57.51万0.14%2,827 1706.4% $3.46万 加仓
ABBV ABBVIE INC $57.36万0.14%2,637 622.4% $1.35万 加仓
ING ING GROEP N.V. $57.05万0.14%21,900 630.3% $1,641 加仓
ET ENERGY TRANSFER L P $56.83万0.14%29,446 -286-1.0% -$5,520 减仓
COWZ PACER FDS TR $56.46万0.14%9,025 00.0% — 不变
MO ALTRIA GROUP INC $56.39万0.14%8,545 -292-3.3% -$1.93万 减仓
CVS CVS HEALTH CORP $56.37万0.14%7,849 -238-2.9% -$1.71万 减仓
— INNOVATOR ETFS TRUST $56.17万0.14%20,000 20,000— $56.17万 新建仓
JEPQ J P MORGAN EXCHANGE TRADED F $56.12万0.14%10,109 10,109— $56.12万 新建仓
SO SOUTHERN CO $55.85万0.14%5,786 -147-2.5% -$1.42万 减仓
— FIRST TR EXCHNG TRADED FD VI $55.51万0.14%12,920 00.0% — 不变
PANW PALO ALTO NETWORKS INC $54.99万0.14%3,430 -249-6.8% -$3.99万 减仓
— INNOVATOR ETFS TRUST $54.83万0.14%19,680 -5-0.0% -$139 减仓
— INNOVATOR ETFS TRUST $54.55万0.14%18,300 18,300— $54.55万 新建仓
XEXGX EATON VANCE TAX-MANAGED GLOB $53.90万0.13%62,244 6081.0% $5,265 加仓
GMAY FIRST TR EXCHNG TRADED FD VI $53.44万0.13%13,015 -75-0.6% -$3,080 减仓
KR KROGER CO $51.84万0.13%7,164 -500-6.5% -$3.62万 减仓
SCHW SCHWAB CHARLES CORP $51.55万0.13%5,485 -250-4.4% -$2.35万 减仓
KJAN INNOVATOR ETFS TRUST $50.17万0.12%12,024 -49-0.4% -$2,044 减仓
ADBE ADOBE INC $49.98万0.12%2,056 60.3% $1,458 加仓