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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,669.33万 | 4.14% | 65,776 | -310 | -0.5% | -$7.87万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $1,628.34万 | 4.03% | 166,309 | -2,701 | -1.6% | -$26.45万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1,241.30万 | 3.07% | 219,388 | -3,712 | -1.7% | -$21.00万 | 减仓 |
| MSFT | MICROSOFT CORP | $794.11万 | 1.97% | 21,453 | -746 | -3.4% | -$27.61万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $735.52万 | 1.82% | 161,121 | -4,079 | -2.5% | -$18.62万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $694.96万 | 1.72% | 39,849 | 925 | 2.4% | $16.13万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $575.29万 | 1.43% | 59,951 | -658 | -1.1% | -$6.31万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $564.16万 | 1.40% | 11,773 | -88 | -0.7% | -$4.22万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $549.03万 | 1.36% | 64,478 | -766 | -1.2% | -$6.52万 | 减仓 |
| CVX | CHEVRON CORPORATION | $536.41万 | 1.33% | 25,926 | 26 | 0.1% | $5,379 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $512.27万 | 1.27% | 119,913 | -349 | -0.3% | -$1.49万 | 减仓 |
| V | VISA INC | $499.83万 | 1.24% | 16,537 | -530 | -3.1% | -$16.02万 | 减仓 |
| AMZN | AMAZON COM INC | $444.19万 | 1.10% | 21,328 | 1,061 | 5.2% | $22.10万 | 加仓 |
| WMT | WALMART INC | $424.13万 | 1.05% | 34,127 | -785 | -2.2% | -$9.76万 | 减仓 |
| META | META PLATFORMS INC | $414.34万 | 1.03% | 7,242 | 143 | 2.0% | $8.18万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $405.04万 | 1.00% | 90,776 | 1,365 | 1.5% | $6.09万 | 加仓 |
| GOOGL | ALPHABET INC | $403.46万 | 1.00% | 14,031 | -178 | -1.3% | -$5.12万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $361.62万 | 0.90% | 124,353 | -2,209 | -1.7% | -$6.42万 | 减仓 |
| TSLA | TESLA INC | $359.26万 | 0.89% | 9,664 | 410 | 4.4% | $15.24万 | 加仓 |
| GLW | CORNING INC | $334.66万 | 0.83% | 24,613 | 52 | 0.2% | $7,070 | 加仓 |
| SPGI | S&P GLOBAL INC | $332.91万 | 0.82% | 7,827 | 75 | 1.0% | $3.19万 | 加仓 |
| DIS | DISNEY WALT CO | $322.15万 | 0.80% | 33,425 | -137 | -0.4% | -$1.32万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $306.44万 | 0.76% | 76,420 | 22,150 | 40.8% | $88.82万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $305.79万 | 0.76% | 66,289 | 188 | 0.3% | $8,672 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $297.52万 | 0.74% | 3,517 | -49 | -1.4% | -$4.15万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $283.31万 | 0.70% | 71,183 | -197 | -0.3% | -$7,841 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $273.00万 | 0.68% | 64,236 | -1,820 | -2.8% | -$7.74万 | 减仓 |
| NJAN | INNOVATOR ETFS TRUST | $272.88万 | 0.68% | 51,129 | -30 | -0.1% | -$1,601 | 减仓 |
| QCOM | QUALCOMM INC | $269.55万 | 0.67% | 20,931 | -222 | -1.0% | -$2.86万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $267.92万 | 0.66% | 10,961 | 6 | 0.1% | $1,467 | 加仓 |
| BAUG | INNOVATOR ETFS TRUST | $260.19万 | 0.64% | 53,266 | -1,400 | -2.6% | -$6.84万 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $252.19万 | 0.62% | 52,449 | 0 | 0.0% | — | 不变 |
| QFLR | INNOVATOR ETFS TRUST | $249.06万 | 0.62% | 74,793 | -217 | -0.3% | -$7,226 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $248.84万 | 0.62% | 57,723 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $247.70万 | 0.61% | 70,359 | 4,483 | 6.8% | $15.78万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $247.69万 | 0.61% | 104,290 | 17,850 | 20.7% | $42.39万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $247.14万 | 0.61% | 52,684 | 331 | 0.6% | $1.55万 | 加仓 |
| — | EXXON MOBIL CORP | $238.23万 | 0.59% | 14,042 | -2,245 | -13.8% | -$38.09万 | 减仓 |
| MS | MORGAN STANLEY | $229.81万 | 0.57% | 13,964 | -191 | -1.3% | -$3.14万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $228.05万 | 0.56% | 111,008 | -5,000 | -4.3% | -$10.27万 | 减仓 |
| GLD | SPDR GOLD TR | $226.38万 | 0.56% | 5,261 | 176 | 3.5% | $7.57万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $221.83万 | 0.55% | 51,517 | -50 | -0.1% | -$2,153 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $219.03万 | 0.54% | 27,845 | -175 | -0.6% | -$1.38万 | 减仓 |
| CTVA | CORTEVA INC | $213.26万 | 0.53% | 25,476 | -97 | -0.4% | -$8,120 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $211.35万 | 0.52% | 8,720 | -5 | -0.1% | -$1,212 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $205.14万 | 0.51% | 41,518 | -77 | -0.2% | -$3,805 | 减仓 |
| AGG | ISHARES TR | $198.64万 | 0.49% | 20,010 | 289 | 1.5% | $2.87万 | 加仓 |
| GOOG | ALPHABET INC | $198.27万 | 0.49% | 6,912 | 491 | 7.6% | $14.08万 | 加仓 |
| EME | EMCOR GROUP INC | $196.48万 | 0.49% | 2,661 | -55 | -2.0% | -$4.06万 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $195.21万 | 0.48% | 27,335 | -95 | -0.3% | -$6,784 | 减仓 |
| CSCO | CISCO SYS INC | $195.02万 | 0.48% | 25,135 | -117 | -0.5% | -$9,078 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $190.29万 | 0.47% | 10,202 | 9 | 0.1% | $1,679 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $188.51万 | 0.47% | 6,232 | 30 | 0.5% | $9,075 | 加仓 |
| — | INNOVATOR ETFS TRUST | $183.08万 | 0.45% | 57,159 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $179.59万 | 0.44% | 5,254 | -300 | -5.4% | -$10.25万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $179.30万 | 0.44% | 43,882 | -100 | -0.2% | -$4,086 | 减仓 |
| BIL | SPDR SERIES TRUST | $178.70万 | 0.44% | 19,500 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $177.70万 | 0.44% | 36,451 | -362 | -1.0% | -$1.76万 | 减仓 |
| GLDM | WORLD GOLD TR | $176.21万 | 0.44% | 19,011 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $176.14万 | 0.44% | 5,988 | -17 | -0.3% | -$5,001 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $171.57万 | 0.42% | 11,729 | 329 | 2.9% | $4.81万 | 加仓 |
| BX | BLACKSTONE INC | $167.29万 | 0.41% | 14,548 | 359 | 2.5% | $4.13万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $167.28万 | 0.41% | 36,391 | -505 | -1.4% | -$2.32万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $166.10万 | 0.41% | 33,087 | 384 | 1.2% | $1.93万 | 加仓 |
| BA | BOEING CO | $165.94万 | 0.41% | 8,337 | -1,565 | -15.8% | -$31.15万 | 减仓 |
| KO | COCA COLA CO | $164.44万 | 0.41% | 21,622 | 700 | 3.3% | $5.32万 | 加仓 |
| NOCT | INNOVATOR ETFS TRUST | $160.35万 | 0.40% | 28,448 | -250 | -0.9% | -$1.41万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $158.58万 | 0.39% | 10,979 | -107 | -1.0% | -$1.55万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $157.81万 | 0.39% | 4,671 | 1,770 | 61.0% | $59.80万 | 加仓 |
| T | AT&T INC | $157.27万 | 0.39% | 54,251 | -294 | -0.5% | -$8,523 | 减仓 |
| IJUL | INNOVATOR ETFS TRUST | $152.74万 | 0.38% | 45,256 | -20 | -0.0% | -$675 | 减仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $151.09万 | 0.37% | 145,275 | 8,231 | 6.0% | $8.56万 | 加仓 |
| WMB | WILLIAMS COS INC | $151.04万 | 0.37% | 20,752 | 2 | 0.0% | $146 | 加仓 |
| — | INNOVATOR ETFS TRUST | $147.73万 | 0.37% | 50,315 | -2,100 | -4.0% | -$6.17万 | 减仓 |
| BUFB | INNOVATOR ETFS TRUST | $147.58万 | 0.37% | 41,097 | -530 | -1.3% | -$1.90万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $144.08万 | 0.36% | 38,815 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $143.80万 | 0.36% | 4,627 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $140.55万 | 0.35% | 51,312 | 37,177 | 263.0% | $101.83万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $140.51万 | 0.35% | 48,337 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $139.99万 | 0.35% | 46,840 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $139.88万 | 0.35% | 7,252 | -98 | -1.3% | -$1.89万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $138.99万 | 0.34% | 35,737 | -600 | -1.7% | -$2.33万 | 减仓 |
| NFLX | NETFLIX INC. | $138.79万 | 0.34% | 14,435 | 1,315 | 10.0% | $12.64万 | 加仓 |
| MRK | MERCK & CO INC | $137.89万 | 0.34% | 11,463 | -1 | -0.0% | -$120 | 减仓 |
| PFE | PFIZER INC | $137.46万 | 0.34% | 48,955 | -756 | -1.5% | -$2.12万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $134.67万 | 0.33% | 1,352 | 13 | 1.0% | $1.29万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $134.65万 | 0.33% | 25,521 | -1,900 | -6.9% | -$10.02万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $134.23万 | 0.33% | 70,900 | 5,250 | 8.0% | $9.94万 | 加仓 |
| HD | HOME DEPOT INC | $132.16万 | 0.33% | 4,018 | -36 | -0.9% | -$1.18万 | 减仓 |
| WFC | WELLS FARGO & CO | $132.10万 | 0.33% | 16,594 | 14 | 0.1% | $1,115 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $130.36万 | 0.32% | 22,616 | -318 | -1.4% | -$1.83万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $129.20万 | 0.32% | 46,274 | -1,519 | -3.2% | -$4.24万 | 减仓 |
| IJAN | INNOVATOR ETFS TRUST | $128.08万 | 0.32% | 35,302 | -182 | -0.5% | -$6,603 | 减仓 |
| CAT | CATERPILLAR INC | $127.96万 | 0.32% | 1,806 | 104 | 6.1% | $7.37万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $127.02万 | 0.31% | 6,962 | 581 | 9.1% | $10.60万 | 加仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $126.66万 | 0.31% | 32,131 | -526 | -1.6% | -$2.07万 | 减仓 |
| INTC | INTEL CORP | $124.00万 | 0.31% | 28,098 | -100 | -0.4% | -$4,413 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $123.50万 | 0.31% | 56,340 | 27,040 | 92.3% | $59.27万 | 加仓 |
| BOCT | INNOVATOR ETFS TRUST | $120.80万 | 0.30% | 25,173 | -1,000 | -3.8% | -$4.80万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $120.19万 | 0.30% | 8,198 | -48 | -0.6% | -$7,037 | 减仓 |