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 |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD SMALL CAP ETF | $4,220.46万 | 0.76% | 161,135 | 3,966 | 2.5% | $103.88万 | 加仓 |
| JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | $4,222.55万 | 0.76% | 883,008 | 883,008 | — | $4,222.55万 | 新建仓 |
| META | META PLATFORMS INC CL A | $4,509.04万 | 0.81% | 78,811 | 2,112 | 2.8% | $120.83万 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $4,579.02万 | 0.82% | 45,954 | 432 | 0.9% | $43.05万 | 加仓 |
| VTI | VANGUARD TOTAL STK MKT | $4,934.72万 | 0.89% | 153,820 | 4,364 | 2.9% | $140.00万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $6,025.66万 | 1.08% | 665,598 | 12,293 | 1.9% | $111.29万 | 加仓 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $6,073.79万 | 1.09% | 1,538,447 | 1,430,052 | 1,319.3% | $5,645.85万 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $6,125.33万 | 1.10% | 760,155 | 716,830 | 1,654.5% | $5,776.22万 | 加仓 |
| VV | VANGUARD LARGE CAP | $6,322.19万 | 1.14% | 211,550 | -4,333 | -2.0% | -$129.49万 | 减仓 |
| CVBF | CVB FINL CORP COM | $7,093.55万 | 1.28% | 3,658,353 | -162,666 | -4.3% | -$315.41万 | 减仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $7,849.67万 | 1.41% | 925,232 | 168,181 | 22.2% | $1,426.85万 | 加仓 |
| AMZN | AMAZON.COM INC | $8,529.80万 | 1.53% | 409,554 | 8,783 | 2.2% | $182.92万 | 加仓 |
| GOOGL | GOOGLE INC | $9,554.13万 | 1.72% | 332,248 | 6,396 | 2.0% | $183.92万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1.01亿 | 1.83% | 353,798 | 578 | 0.2% | $16.58万 | 加仓 |
| MSFT | MICROSOFT | $1.13亿 | 2.04% | 306,265 | 1,348 | 0.4% | $49.90万 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $1.24亿 | 2.23% | 2,132,789 | 104,464 | 5.2% | $607.77万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC COM | $1.60亿 | 2.88% | 3,977,404 | 98,263 | 2.5% | $396.10万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $1.63亿 | 2.92% | 1,141,392 | -1,212,492 | -51.5% | -$1.73亿 | 减仓 |
| NVDA | NVIDIA CORP | $1.95亿 | 3.51% | 1,117,662 | 11,660 | 1.1% | $203.35万 | 加仓 |
| AAPL | APPLE INC | $2.55亿 | 4.58% | 1,003,424 | 15,354 | 1.6% | $389.67万 | 加仓 |
| IVV | ISHARES S&P 500 INDEX | $6.98亿 | 12.56% | 1,068,916 | 234,126 | 28.0% | $1.53亿 | 加仓 |