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 |
|---|---|---|---|---|---|---|---|---|
| RTX | RTX CORPORATION COM | $698.75万 | 0.13% | 36,223 | 891 | 2.5% | $17.19万 | 加仓 |
| CCI | CROWN CASTLE INTL CORP | $707.14万 | 0.13% | 86,968 | -16 | -0.0% | -$1,301 | 减仓 |
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | $730.94万 | 0.13% | 184,208 | 13,640 | 8.0% | $54.12万 | 加仓 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $733.62万 | 0.13% | 158,688 | -59,853 | -27.4% | -$276.70万 | 减仓 |
| IBM | INTL BUSINESS MACHINES | $734.80万 | 0.13% | 30,314 | -1,284 | -4.1% | -$31.12万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $735.51万 | 0.13% | 129,514 | 744 | 0.6% | $4.23万 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $744.89万 | 0.13% | 8,320 | 255 | 3.2% | $22.83万 | 加仓 |
| SYK | STRYKER CORP | $747.17万 | 0.13% | 22,738 | 1,135 | 5.3% | $37.30万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $754.06万 | 0.14% | 61,415 | -287 | -0.5% | -$3.52万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS | $766.04万 | 0.14% | 152,597 | 1,496 | 1.0% | $7.51万 | 加仓 |
| KO | COCA COLA CO COM | $768.68万 | 0.14% | 101,076 | 5,274 | 5.5% | $40.11万 | 加仓 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $772.34万 | 0.14% | 304,913 | 14,400 | 5.0% | $36.48万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $801.32万 | 0.14% | 39,390 | 4,516 | 12.9% | $91.87万 | 加仓 |
| ACWI | ISHARES TR MSCI ACWIINDEX FD | $807.05万 | 0.15% | 58,325 | 968 | 1.7% | $13.39万 | 加仓 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $817.80万 | 0.15% | 373,595 | 20,590 | 5.8% | $45.07万 | 加仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $828.95万 | 0.15% | 58,616 | 5,324 | 10.0% | $75.29万 | 加仓 |
| XLE | ENERGY SELECT SECTOR SPDR | $831.08万 | 0.15% | 135,664 | -1,850 | -1.3% | -$11.33万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $837.33万 | 0.15% | 74,028 | -17,152 | -18.8% | -$194.01万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $847.61万 | 0.15% | 39,668 | 1,338 | 3.5% | $28.59万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY | $878.20万 | 0.16% | 12,586 | 512 | 4.2% | $35.73万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $882.08万 | 0.16% | 61,069 | 1,420 | 2.4% | $20.51万 | 加仓 |
| PEP | PEPSICO INC COM | $891.77万 | 0.16% | 57,425 | 3,339 | 6.2% | $51.85万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $904.69万 | 0.16% | 365,532 | 23,430 | 6.8% | $57.99万 | 加仓 |
| CSCO | CISCO SYS INC | $906.05万 | 0.16% | 116,773 | 2,964 | 2.6% | $23.00万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $907.49万 | 0.16% | 28,310 | -92 | -0.3% | -$2.95万 | 减仓 |
| ORCL | ORACLE CORPORATION | $909.59万 | 0.16% | 61,830 | -1,411 | -2.2% | -$20.76万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $914.78万 | 0.16% | 118,632 | 5,274 | 4.7% | $40.67万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $921.81万 | 0.17% | 26,970 | 4,234 | 18.6% | $144.71万 | 加仓 |
| CAT | CATERPILLAR INC COM | $927.42万 | 0.17% | 13,090 | 798 | 6.5% | $56.54万 | 加仓 |
| MS | MORGAN STANLEY | $928.65万 | 0.17% | 56,428 | 638 | 1.1% | $10.50万 | 加仓 |
| RSP | GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT | $941.71万 | 0.17% | 49,067 | 853 | 1.8% | $16.37万 | 加仓 |
| VNQ | VANGUARD REIT INDEX ETF | $944.90万 | 0.17% | 106,527 | -341 | -0.3% | -$3.02万 | 减仓 |
| ECL | ECOLAB INC COM | $958.07万 | 0.17% | 36,014 | -214 | -0.6% | -$5.69万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $962.99万 | 0.17% | 24,666 | 334 | 1.4% | $13.04万 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $993.32万 | 0.18% | 45,722 | -235 | -0.5% | -$5.11万 | 减仓 |
| ACN | ACCENTURE LTD BERMUDA CL A | $1,008.04万 | 0.18% | 50,836 | -263 | -0.5% | -$5.22万 | 减仓 |
| HD | HOME DEPOT | $1,012.64万 | 0.18% | 30,789 | -207 | -0.7% | -$6.81万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $1,021.79万 | 0.18% | 63,734 | 1,794 | 2.9% | $28.76万 | 加仓 |
| BLK | BLACKROCK INC | $1,037.49万 | 0.19% | 10,787 | -131 | -1.2% | -$12.60万 | 减仓 |
| PWR | QUANTA SERVICES INC | $1,056.20万 | 0.19% | 19,237 | 281 | 1.5% | $15.43万 | 加仓 |
| LRGF | ISHARES U.S. EQUITY FACTOR ETF | $1,057.93万 | 0.19% | 160,291 | 9,103 | 6.0% | $60.08万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,059.00万 | 0.19% | 75,984 | -2,490 | -3.2% | -$34.70万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $1,103.77万 | 0.20% | 25,270 | 1,923 | 8.2% | $84.00万 | 加仓 |
| — | HONEYWELL INTL INC | $1,117.25万 | 0.20% | 49,429 | -2,451 | -4.7% | -$55.40万 | 减仓 |
| CRM | SALESFORCE COM | $1,122.78万 | 0.20% | 60,147 | -5,316 | -8.1% | -$99.24万 | 减仓 |
| IJR | ISHARES S&P SMALLCAP 600 ETF | $1,132.61万 | 0.20% | 91,111 | 7,060 | 8.4% | $87.76万 | 加仓 |
| GEV | GE VERNOVA INC COM | $1,186.73万 | 0.21% | 13,595 | 1,895 | 16.2% | $165.42万 | 加仓 |
| DCI | DONALDSON INC COM | $1,207.88万 | 0.22% | 142,321 | -3,525 | -2.4% | -$29.92万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $1,208.85万 | 0.22% | 117,741 | -13,349 | -10.2% | -$137.05万 | 减仓 |
| INTU | INTUIT INC | $1,210.02万 | 0.22% | 27,985 | 1,560 | 5.9% | $67.45万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $1,219.59万 | 0.22% | 2,896 | -51 | -1.7% | -$21.48万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $1,231.00万 | 0.22% | 58,299 | 570 | 1.0% | $12.04万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $1,233.24万 | 0.22% | 401,970 | -37,988 | -8.6% | -$116.55万 | 减仓 |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $1,248.69万 | 0.22% | 744,598 | 738,466 | 12,042.8% | $1,238.41万 | 加仓 |
| HYG | ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF | $1,253.05万 | 0.23% | 157,497 | 1,092 | 0.7% | $8.69万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $1,254.62万 | 0.23% | 58,338 | 3,167 | 5.7% | $68.11万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $1,287.98万 | 0.23% | 138,671 | 3,254 | 2.4% | $30.22万 | 加仓 |
| VCSH | VANGUARD SHORT TERM CORP BOND FD ETF | $1,300.92万 | 0.23% | 164,112 | 2,251 | 1.4% | $17.84万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $1,313.43万 | 0.24% | 30,802 | 536 | 1.8% | $22.86万 | 加仓 |
| — | EXXON MOBIL CORP COM | $1,439.53万 | 0.26% | 84,848 | 7,392 | 9.5% | $125.41万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1,495.17万 | 0.27% | 44,242 | 5,241 | 13.4% | $177.12万 | 加仓 |
| IJH | ISHARES CORE S&P MID CAP ETF | $1,512.42万 | 0.27% | 223,962 | 27,753 | 14.1% | $187.42万 | 加仓 |
| VO | VANGUARD MID CAP | $1,591.82万 | 0.29% | 55,429 | 325 | 0.6% | $9.33万 | 加仓 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $1,612.17万 | 0.29% | 318,484 | 6,578 | 2.1% | $33.30万 | 加仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $1,777.25万 | 0.32% | 224,797 | -12,965 | -5.5% | -$102.50万 | 减仓 |
| JMBS | JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | $1,777.28万 | 0.32% | 393,378 | -1,114,039 | -73.9% | -$5,033.23万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $1,821.18万 | 0.33% | 37,051 | 1,157 | 3.2% | $56.87万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1,823.42万 | 0.33% | 337,357 | 30,869 | 10.1% | $166.85万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $1,833.65万 | 0.33% | 254,921 | -6,917 | -2.6% | -$49.75万 | 减仓 |
| ISRG | INTUITIVE SURGICAL, INC. | $1,877.76万 | 0.34% | 40,733 | 321 | 0.8% | $14.80万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $1,965.46万 | 0.35% | 80,406 | 966 | 1.2% | $23.61万 | 加仓 |
| WMT | WALMART INC COM | $1,986.34万 | 0.36% | 159,828 | 3,795 | 2.4% | $47.16万 | 加仓 |
| MA | MASTERCARD INC | $2,014.13万 | 0.36% | 40,309 | -1,002 | -2.4% | -$50.07万 | 减仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $2,026.56万 | 0.36% | 476,166 | -73,121 | -13.3% | -$311.20万 | 减仓 |
| TJX | TJX COS INC NEW COM | $2,192.85万 | 0.39% | 137,310 | -1,110 | -0.8% | -$17.73万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $2,214.78万 | 0.40% | 228,021 | 1,374 | 0.6% | $13.35万 | 加仓 |
| ABBV | ABBVIE INC COM | $2,259.20万 | 0.41% | 103,875 | 1,290 | 1.3% | $28.06万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $2,318.27万 | 0.42% | 112,048 | 384 | 0.3% | $7.94万 | 加仓 |
| GLD | SPDR GOLD ETF | $2,343.55万 | 0.42% | 54,464 | -109 | -0.2% | -$4.69万 | 减仓 |
| BILZ | PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND | $2,425.69万 | 0.44% | 240,238 | 105,824 | 78.7% | $1,068.51万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $2,538.13万 | 0.46% | 306,722 | 15,359 | 5.3% | $127.10万 | 加仓 |
| V | VISA INC | $2,588.56万 | 0.47% | 85,645 | 179 | 0.2% | $5.41万 | 加仓 |
| LLY | ELI LILLY & CO COM | $2,796.56万 | 0.50% | 30,405 | 439 | 1.5% | $40.38万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $2,800.31万 | 0.50% | 145,994 | -17,907 | -10.9% | -$343.47万 | 减仓 |
| QQQ | POWERSHARES QQQ TR | $2,828.14万 | 0.51% | 48,999 | -961 | -1.9% | -$55.47万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $2,862.98万 | 0.51% | 145,921 | 2,732 | 1.9% | $53.60万 | 加仓 |
| IXN | ISHARES GLOBAL TECH ETF | $2,906.86万 | 0.52% | 290,773 | 4,609 | 1.6% | $46.08万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $2,950.63万 | 0.53% | 423,028 | 84,544 | 25.0% | $589.70万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $2,975.31万 | 0.54% | 203,398 | 2,573 | 1.3% | $37.64万 | 加仓 |
| TSLA | TESLA MOTORS INC | $3,060.20万 | 0.55% | 82,318 | -594 | -0.7% | -$22.08万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $3,150.61万 | 0.57% | 52,725 | 4,319 | 8.9% | $258.08万 | 加仓 |
| NFLX | NETFLIX COM INC | $3,155.23万 | 0.57% | 328,156 | 10,290 | 3.2% | $98.94万 | 加仓 |
| AGG | ISHARES AGGREGATE BOND ETF | $3,223.70万 | 0.58% | 324,740 | 63,067 | 24.1% | $626.07万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $3,236.35万 | 0.58% | 49,763 | 3,146 | 6.7% | $204.60万 | 加仓 |
| BINC | BLACKROCK FLEXIBLE INCOME ETF | $3,333.93万 | 0.60% | 642,004 | 49,130 | 8.3% | $255.13万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $3,369.01万 | 0.61% | 525,750 | 10,007 | 1.9% | $64.12万 | 加仓 |
| AVGO | BROADCOM INC COM | $3,389.05万 | 0.61% | 109,497 | 2,644 | 2.5% | $81.83万 | 加仓 |
| IGSB | ISHARES 1-3 YR CREDIT BOND ETF | $3,445.14万 | 0.62% | 655,468 | 369,284 | 129.0% | $1,940.96万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $3,867.17万 | 0.70% | 80,700 | 2,633 | 3.4% | $126.17万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $3,986.29万 | 0.72% | 135,514 | 1,198 | 0.9% | $35.24万 | 加仓 |