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
WPC WP CAREY INC $49.43万0.12%7,274 240.3% $1,631 加仓
VVV VALVOLINE INC $47.64万0.12%14,146 -274-1.9% -$9,228 减仓
— INNOVATOR ETFS TRUST $47.62万0.12%14,036 -500-3.4% -$1.70万 减仓
GEV GE VERNOVA INC $46.79万0.12%536 -41-7.1% -$3.58万 减仓
PAA PLAINS ALL AMERN PIPELINE L $46.22万0.11%20,699 00.0% — 不变
NDAQ NASDAQ INC $45.84万0.11%5,400 00.0% — 不变
FCX FREEPORT MCMORAN INC $45.75万0.11%7,784 20.0% $118 加仓
SKT TANGER INC $44.98万0.11%13,238 -171-1.3% -$5,810 减仓
UNP UNION PAC CORP $44.95万0.11%1,853 80.4% $1,941 加仓
SFLR INNOVATOR ETFS TRUST $44.17万0.11%12,475 -15-0.1% -$531 减仓
AIG AMERICAN INTL GROUP INC $43.56万0.11%5,789 2514.5% $1.89万 加仓
CRM SALESFORCE INC $43.55万0.11%2,333 833.7% $1.55万 加仓
UNH UNITEDHEALTH GROUP INC $43.51万0.11%1,608 22916.6% $6.20万 加仓
DOV DOVER CORP $43.20万0.11%2,073 -149-6.7% -$3.11万 减仓
UPS UNITED PARCEL SVCS INC $43.15万0.11%4,386 -213-4.6% -$2.10万 减仓
— FIRST TR EXCHNG TRADED FD VI $42.99万0.11%11,900 11,900— $42.99万 新建仓
— NUVEEN CALIF AMT FREE MUNI I $42.94万0.11%36,087 870.2% $1,035 加仓
WM WASTE MGMT INC DEL $42.68万0.11%1,857 -84-4.3% -$1.93万 减仓
MUB ISHARES TR $42.61万0.11%4,014 70.2% $743 加仓
CRWD CROWDSTRIKE HLDGS INC $42.55万0.11%1,090 15016.0% $5.86万 加仓
WRB BERKLEY W R CORP $42.49万0.11%6,411 00.0% — 不变
QDEC FIRST TR EXCHNG TRADED FD VI $42.47万0.11%13,500 00.0% — 不变
— EATON VANCE SHORT DURATION D $42.01万0.10%39,294 1610.4% $1,721 加仓
SLV ISHARES SILVER TR $41.77万0.10%6,130 1,75540.1% $11.96万 加仓
XLU SELECT SECTOR SPDR TR $41.62万0.10%9,069 -498-5.2% -$2.29万 减仓
LLY ELI LILLY & CO $39.39万0.10%428 379.5% $3.40万 加仓
SHEL SHELL PLC $39.36万0.10%4,232 20.0% $186 加仓
IOCT INNOVATOR ETFS TRUST $39.32万0.10%11,219 00.0% — 不变
IAPR INNOVATOR ETFS TRUST $38.82万0.10%12,258 00.0% — 不变
— HONEYWELL INTL INC $38.81万0.10%1,717 -37-2.1% -$8,363 减仓
SPYM SPDR SERIES TRUST $38.27万0.09%5,000 00.0% — 不变
— INNOVATOR ETFS TRUST $38.16万0.09%14,850 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $38.15万0.09%13,946 410.3% $1,121 加仓
VGK VANGUARD INTL EQUITY INDEX F $38.14万0.09%4,627 210.5% $1,731 加仓
— INNOVATOR ETFS TRUST $37.90万0.09%11,640 00.0% — 不变
CI THE CIGNA GROUP $37.67万0.09%1,412 -72-4.9% -$1.92万 减仓
QJUN FIRST TR EXCHNG TRADED FD VI $37.49万0.09%11,999 00.0% — 不变
SBUX STARBUCKS CORP $37.44万0.09%4,179 140.3% $1,254 加仓
PHYS SPROTT ASSET MANAGEMENT LP $37.16万0.09%10,485 1,29714.1% $4.60万 加仓
SHOP SHOPIFY INC $36.38万0.09%3,067 -243-7.3% -$2.88万 减仓
— INNOVATOR ETFS TRUST $36.14万0.09%12,300 1,55014.4% $4.55万 加仓
SPY STATE STR SPDR S&P 500 ETF T $35.66万0.09%548 -15-2.7% -$9,761 减仓
OUSA ALPS ETF TR $34.94万0.09%6,276 -195-3.0% -$1.09万 减仓
CAR AVIS BUDGET GROUP INC $34.76万0.09%2,383 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
— INNOVATOR ETFS TRUST $34.69万0.09%10,000 00.0% — 不变
RL RALPH LAUREN CORP $34.64万0.09%1,007 00.0% — 不变
— INNOVATOR ETFS TRUST $34.06万0.08%11,398 00.0% — 不变
— INNOVATOR ETFS TRUST $34.04万0.08%10,350 -650-5.9% -$2.14万 减仓
NBIS NEBIUS GROUP N.V. $33.96万0.08%3,273 00.0% — 不变
GNOV FIRST TR EXCHNG TRADED FD VI $33.80万0.08%8,680 00.0% — 不变
REG REGENCY CTRS CORP $33.78万0.08%4,465 -90-2.0% -$6,809 减仓
— INNOVATOR ETFS TRUST $33.44万0.08%8,500 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
— FIRST TR EXCHNG TRADED FD VI $32.32万0.08%12,350 00.0% — 不变
Q QNITY ELECTRONICS INC $32.22万0.08%2,793 -413-12.9% -$4.76万 减仓
BJAN INNOVATOR ETFS TRUST $32.13万0.08%6,025 -25-0.4% -$1,333 减仓
— INNOVATOR ETFS TRUST $32.00万0.08%11,000 11,000— $32.00万 新建仓
RPG INVESCO EXCHANGE TRADED FD T $31.41万0.08%6,719 -114-1.7% -$5,328 减仓
— FIRST TR EXCHNG TRADED FD VI $30.58万0.08%13,208 00.0% — 不变
WH WYNDHAM HOTELS & RESORTS INC $30.56万0.08%3,762 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $30.52万0.08%12,300 00.0% — 不变
CB CHUBB LTD SWITZ $30.34万0.08%931 00.0% — 不变
BNOV INNOVATOR ETFS TRUST $30.12万0.07%7,000 00.0% — 不变
SPMD SPDR SERIES TRUST $30.00万0.07%5,065 00.0% — 不变
BROS DUTCH BROS INC $29.88万0.07%5,899 -1,356-18.7% -$6.87万 减仓
— INNOVATOR ETFS TRUST $29.81万0.07%10,400 00.0% — 不变
— INNOVATOR ETFS TRUST $29.80万0.07%10,400 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $29.79万0.07%13,545 00.0% — 不变
— INNOVATOR ETFS TRUST $29.37万0.07%14,200 00.0% — 不变
— DUPONT DE NEMOURS INC $29.25万0.07%6,386 40.1% $183 加仓
HIMS HIMS & HERS HEALTH INC $29.18万0.07%14,057 8596.5% $1.78万 加仓
MSTR STRATEGY INC $29.14万0.07%2,335 -288-11.0% -$3.59万 减仓
GAUG FIRST TR EXCHNG TRADED FD VI $28.90万0.07%7,465 -180-2.4% -$6,967 减仓
— FIRST TR EXCHNG TRADED FD VI $28.40万0.07%10,800 1,00010.2% $2.63万 加仓
SPSB SPDR SERIES TRUST $28.17万0.07%9,368 210.2% $631 加仓
BMAR INNOVATOR ETFS TRUST $28.16万0.07%5,365 5,365— $28.16万 新建仓
BAPR INNOVATOR ETFS TRUST $28.08万0.07%5,733 00.0% — 不变
BUFQ FIRST TR EXCHNG TRADED FD VI $28.08万0.07%7,950 00.0% — 不变
NUE NUCOR CORP $27.95万0.07%1,653 10.1% $169 加仓
FSK FS KKR CAP CORP $27.89万0.07%27,402 2000.7% $2,036 加仓
— FIRST TR EXCHNG TRADED FD VI $27.89万0.07%10,600 00.0% — 不变
XLY SELECT SECTOR SPDR TR $27.83万0.07%2,554 00.0% — 不变
DLR DIGITAL RLTY TR INC $27.80万0.07%1,543 10.1% $180 加仓
GDEC FIRST TR EXCHNG TRADED FD VI $27.77万0.07%7,500 00.0% — 不变
VTI VANGUARD INDEX FDS $27.75万0.07%865 10.1% $321 加仓
PSLV SPROTT ASSET MANAGEMENT LP $27.32万0.07%11,200 2,25025.1% $5.49万 加仓
BMY BRISTOL-MYERS SQUIBB CO $27.28万0.07%4,498 2004.7% $1.21万 加仓
CIEN CIENA CORP $27.18万0.07%700 700— $27.18万 新建仓
NET CLOUDFLARE INC $27.13万0.07%1,315 544.3% $1.11万 加仓
SW SMURFIT WESTROCK PLC $27.12万0.07%6,805 -735-9.7% -$2.93万 减仓
VLO VALERO ENERGY CORP $26.88万0.07%1,088 1,088— $26.88万 新建仓
— FIRST TR EXCHNG TRADED FD VI $26.78万0.07%10,400 00.0% — 不变
— AIM ETF PRODUCTS TRUST $26.54万0.07%8,255 -200-2.4% -$6,430 减仓
MPC MARATHON PETE CORP $26.33万0.07%1,078 -45-4.0% -$1.10万 重新持有
— RLJ LODGING TR $26.14万0.06%10,845 -189-1.7% -$4,555 减仓
CALF PACER FDS TR $26.10万0.06%5,816 00.0% — 不变
— ALPS ETF TR $26.07万0.06%6,390 1001.6% $4,081 加仓
COIN COINBASE GLOBAL INC $25.88万0.06%1,482 251.7% $4,365 加仓
— INNOVATOR ETFS TRUST $25.85万0.06%6,800 00.0% — 不变