Parallel Advisors, LLC
SAN FRANCISCO CA · SEC CIK 0001690010
$55.61亿2026Q1 申报市值
3,833持仓数
35.8%前十大占比 · 第一大 12.6%
359 / 159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
IVV 加仓+$1.53亿
AVEM 加仓+$5,776.22万
VFLO 加仓+$5,645.85万
JPIB 新建仓+$4,222.55万
IGSB 加仓+$1,940.96万
2026Q1 卖出最多 按季末市值估算
ITOT 减仓-$1.73亿
JMBS 减仓-$5,033.23万
QUAL 减仓-$343.47万
CVBF 减仓-$315.41万
IDV 减仓-$311.20万
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 |
|---|---|---|---|---|---|---|---|---|
| COF | CAPITAL ONE FINANCIAL CORP | $323.76万 | 0.06% | 17,746 | 1,686 | 10.5% | $30.76万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $323.76万 | 0.06% | 63,971 | 32,075 | 100.6% | $162.33万 | 加仓 |
| TBIL | F/M US TREASURY 3 MONTH BILL FUND | $325.23万 | 0.06% | 65,227 | 7,593 | 13.2% | $37.86万 | 加仓 |
| IBTJ | ISHARES IBONDS DEC 2029 TERM TREASURY ETF | $326.01万 | 0.06% | 149,253 | 7,024 | 4.9% | $15.34万 | 加仓 |
| ETN | EATON CORP PLC SHS | $327.49万 | 0.06% | 9,156 | 459 | 5.3% | $16.42万 | 加仓 |
| ZTS | ZOETIS INC COM CL A | $329.17万 | 0.06% | 27,846 | -3,845 | -12.1% | -$45.45万 | 减仓 |
| FCX | FREEPORT MCMORAN COPPER | $329.29万 | 0.06% | 56,019 | 3,051 | 5.8% | $17.93万 | 加仓 |
| FDX | FEDEX CORP | $330.12万 | 0.06% | 9,268 | 206 | 2.3% | $7.34万 | 加仓 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $335.38万 | 0.06% | 65,787 | -7,178 | -9.8% | -$36.59万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $341.18万 | 0.06% | 19,769 | -121 | -0.6% | -$2.09万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $341.78万 | 0.06% | 46,412 | -4,171 | -8.2% | -$30.72万 | 减仓 |
| OEF | ISHARES TR S&P 100 INDEX FUND | $341.80万 | 0.06% | 10,746 | 40 | 0.4% | $1.27万 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $346.73万 | 0.06% | 60,155 | 3,115 | 5.5% | $17.95万 | 加仓 |
| CMI | CUMMINS INC COM | $347.91万 | 0.06% | 6,466 | -69 | -1.1% | -$3.71万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $350.80万 | 0.06% | 21,216 | 1,888 | 9.8% | $31.22万 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $352.38万 | 0.06% | 8,284 | 2,280 | 38.0% | $96.98万 | 加仓 |
| XBI | SPDR BIOTECH ETF | $352.59万 | 0.06% | 27,604 | 317 | 1.2% | $4.05万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $357.16万 | 0.06% | 18,397 | 30 | 0.2% | $5,824 | 加仓 |
| AMGN | AMGEN INC | $358.32万 | 0.06% | 10,183 | 96 | 1.0% | $3.38万 | 加仓 |
| IBTK | ISHARES IBONDS DEC 2030 TERM TREASURY ETF | $358.84万 | 0.06% | 181,965 | 15,559 | 9.4% | $30.68万 | 加仓 |
| TWLO | TWILIO INC CL A | $361.63万 | 0.07% | 28,741 | 522 | 1.8% | $6.57万 | 加仓 |
| PFE | PFIZER INC COM | $362.79万 | 0.07% | 129,199 | 42,667 | 49.3% | $119.81万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $366.55万 | 0.07% | 6,064 | 73 | 1.2% | $4.41万 | 加仓 |
| IBTM | ISHARES IBONDS DEC 2032 TERM TREASURY ETF | $373.47万 | 0.07% | 162,870 | 96,836 | 146.6% | $222.05万 | 加仓 |
| INTC | INTEL CORP COM | $379.41万 | 0.07% | 85,975 | 6,434 | 8.1% | $28.39万 | 加仓 |
| GFLW | VICTORYSHARES FREE CASH FLOW GROWTH ETF | $379.51万 | 0.07% | 144,322 | 123,260 | 585.2% | $324.12万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $379.66万 | 0.07% | 148,073 | -10,711 | -6.7% | -$27.46万 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $383.10万 | 0.07% | 67,590 | 9,407 | 16.2% | $53.32万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $383.59万 | 0.07% | 48,183 | 5,732 | 13.5% | $45.63万 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US | $384.09万 | 0.07% | 51,143 | 6,311 | 14.1% | $47.40万 | 加仓 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR | $384.52万 | 0.07% | 28,933 | 1,229 | 4.4% | $16.33万 | 加仓 |
| SHV | ISHARES TR LEHMAN SHORT TREA BDFD | $391.01万 | 0.07% | 35,420 | -5,344 | -13.1% | -$58.99万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $395.50万 | 0.07% | 29,962 | 1,360 | 4.8% | $17.95万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $395.69万 | 0.07% | 30,200 | -98 | -0.3% | -$1.28万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $395.88万 | 0.07% | 49,434 | -648 | -1.3% | -$5.19万 | 减仓 |
| SHY | ISHARES 1-3 YR TREASURY BOND ETF | $399.65万 | 0.07% | 48,401 | 1,797 | 3.9% | $14.84万 | 加仓 |
| SCHW | CHARLES SCHWAB CORP | $402.11万 | 0.07% | 42,786 | 2,304 | 5.7% | $21.65万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $404.10万 | 0.07% | 11,262 | 10,195 | 955.5% | $365.82万 | 加仓 |
| KLAC | KLA-TENCOR CORP | $405.18万 | 0.07% | 2,751 | -6 | -0.2% | -$8,837 | 减仓 |
| IBTL | ISHARES IBONDS DEC 2031 TERM TREASURY ETF | $409.41万 | 0.07% | 200,701 | 30,319 | 17.8% | $61.85万 | 加仓 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $409.67万 | 0.07% | 171,627 | 2,580 | 1.5% | $6.16万 | 加仓 |
| SBUX | STARBUCKS CORP | $409.90万 | 0.07% | 45,752 | 2,241 | 5.2% | $20.08万 | 加仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $411.09万 | 0.07% | 43,765 | 699 | 1.6% | $6.57万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $416.96万 | 0.07% | 13,784 | 209 | 1.5% | $6.32万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY GROUP LTD | $422.97万 | 0.08% | 42,702 | 18,789 | 78.6% | $186.11万 | 加仓 |
| DIS | DISNEY WALT CO COM | $424.01万 | 0.08% | 43,993 | -947 | -2.1% | -$9.13万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVESOFTWRE | $431.56万 | 0.08% | 21,851 | 853 | 4.1% | $16.85万 | 加仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $434.56万 | 0.08% | 86,154 | -4,152 | -4.6% | -$20.94万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $439.95万 | 0.08% | 20,591 | 1,461 | 7.6% | $31.22万 | 加仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $447.83万 | 0.08% | 170,927 | -2,152 | -1.2% | -$5.64万 | 减仓 |
| IYW | ISHARES DJ US TECHNOLOGY | $452.22万 | 0.08% | 24,926 | -271 | -1.1% | -$4.92万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $459.71万 | 0.08% | 3,480 | 573 | 19.7% | $75.69万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $460.82万 | 0.08% | 43,412 | -3,113 | -6.7% | -$33.04万 | 减仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $469.55万 | 0.08% | 62,448 | 869 | 1.4% | $6.53万 | 加仓 |
| ADI | ANALOG DEVICES INC | $475.05万 | 0.09% | 14,932 | 969 | 6.9% | $30.83万 | 加仓 |
| T | AT&T INC COM | $476.28万 | 0.09% | 164,289 | 8,523 | 5.5% | $24.71万 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $484.05万 | 0.09% | 34,995 | 210 | 0.6% | $2.90万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $502.70万 | 0.09% | 7 | 0 | 0.0% | — | 不变 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $505.12万 | 0.09% | 197,159 | -9,707 | -4.7% | -$24.87万 | 减仓 |
| O | REALTY INCOME CORP | $506.78万 | 0.09% | 82,833 | 1,249 | 1.5% | $7.64万 | 加仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $508.70万 | 0.09% | 94,606 | 12,033 | 14.6% | $64.70万 | 加仓 |
| XYL | XYLEM INC | $517.11万 | 0.09% | 43,273 | -4,391 | -9.2% | -$52.47万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $517.42万 | 0.09% | 74,663 | 20,115 | 36.9% | $139.40万 | 加仓 |
| VDE | VANGUARD ENERGY | $524.67万 | 0.09% | 30,320 | -1,496 | -4.7% | -$25.89万 | 减仓 |
| SCHE | SCHWAB EMERGING MARKET EQ ETF | $526.58万 | 0.09% | 159,812 | 26 | 0.0% | $857 | 加仓 |
| IJS | ISHARES S&P SMALLCAP 600 VALUE ETF | $528.18万 | 0.09% | 44,590 | 274 | 0.6% | $3.25万 | 加仓 |
| IBDZ | ISHARES IBONDS DEC 2034 TERM CORPORATE ETF | $530.03万 | 0.10% | 203,388 | 3,493 | 1.7% | $9.10万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $532.37万 | 0.10% | 69,553 | 5,043 | 7.8% | $38.60万 | 加仓 |
| MCD | MCDONALDS CORP COM | $535.81万 | 0.10% | 17,240 | 905 | 5.5% | $28.13万 | 加仓 |
| ROP | ROPER INDUSTRIES INC | $546.05万 | 0.10% | 15,431 | -421 | -2.7% | -$14.90万 | 减仓 |
| VIK | VIKING HOLDINGS LTD ORD SHS | $548.81万 | 0.10% | 74,687 | 175 | 0.2% | $1.29万 | 加仓 |
| IBDY | ISHARES IBONDS DEC 2033 TERM CORPORATE ETF | $550.65万 | 0.10% | 213,017 | 2,184 | 1.0% | $5.65万 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $559.69万 | 0.10% | 50,714 | 857 | 1.7% | $9.46万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $561.55万 | 0.10% | 115,190 | 2,942 | 2.6% | $14.34万 | 加仓 |
| MKL | MARKEL CORP HOLDING CO | $567.71万 | 0.10% | 2,965 | 31 | 1.1% | $5.94万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $574.12万 | 0.10% | 20,231 | 1,260 | 6.6% | $35.76万 | 加仓 |
| VLUE | ISHARES EDGE MSCI USA VALUE FACTOR ETF | $576.99万 | 0.10% | 40,578 | -763 | -1.8% | -$10.85万 | 减仓 |
| ADBE | ADOBE SYS INC | $580.05万 | 0.10% | 23,862 | -5,149 | -17.7% | -$125.16万 | 减仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $583.01万 | 0.10% | 65,906 | -756 | -1.1% | -$6.69万 | 减仓 |
| IAU | ISHARES GOLD TRUST ETF | $591.65万 | 0.11% | 67,110 | 5,202 | 8.4% | $45.86万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD | $610.57万 | 0.11% | 41,226 | 351 | 0.9% | $5.20万 | 加仓 |
| IBDW | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | $611.41万 | 0.11% | 292,121 | 5,198 | 1.8% | $10.88万 | 加仓 |
| IBDX | ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | $617.17万 | 0.11% | 244,230 | 2,429 | 1.0% | $6.14万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $625.63万 | 0.11% | 16,318 | 1,058 | 6.9% | $40.56万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $628.68万 | 0.11% | 137,807 | -6,977 | -4.8% | -$31.83万 | 减仓 |
| MU | MICRON TECHNOLOGY | $637.45万 | 0.11% | 18,868 | 3,979 | 26.7% | $134.43万 | 加仓 |
| CPNG | COUPANG INC CL A | $638.13万 | 0.11% | 337,994 | -32,149 | -8.7% | -$60.70万 | 减仓 |
| SCHB | SCHWAB ETFS- US BROAD MARKET ETF | $641.94万 | 0.12% | 255,752 | 3,764 | 1.5% | $9.45万 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $644.49万 | 0.12% | 75,617 | 54 | 0.1% | $4,602 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $645.77万 | 0.12% | 7,633 | 346 | 4.7% | $29.27万 | 加仓 |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $648.47万 | 0.12% | 278,792 | -304 | -0.1% | -$7,071 | 减仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $652.94万 | 0.12% | 269,365 | 19,699 | 7.9% | $47.75万 | 加仓 |
| UNH | UNITEDHEALTH GROUP | $658.24万 | 0.12% | 24,325 | -2,097 | -7.9% | -$56.74万 | 减仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $663.54万 | 0.12% | 71,548 | -3,259 | -4.4% | -$30.22万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $672.67万 | 0.12% | 25,843 | 36 | 0.1% | $9,371 | 加仓 |
| MRK | MERCK & CO INC | $675.66万 | 0.12% | 56,169 | 3,968 | 7.6% | $47.73万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP | $683.70万 | 0.12% | 94,355 | -2,098 | -2.2% | -$15.20万 | 减仓 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $687.57万 | 0.12% | 283,652 | 22,629 | 8.7% | $54.85万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $692.27万 | 0.12% | 88,288 | 2,370 | 2.8% | $18.58万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $698.17万 | 0.13% | 28,151 | 3,858 | 15.9% | $95.68万 | 加仓 |