13F 机构持仓

Parallel Advisors, LLC

SAN FRANCISCO CA · SEC CIK 0001690010

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$65.60亿2026Q2
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

IVV 12.6%
AAPL 4.6%
NVDA 3.5%
ITOT 2.9%
CORT 2.9%
DYNF 2.2%
MSFT 2.0%
GOOG 1.8%
GOOGL 1.7%
AMZN 1.5%

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
ESGV VANGUARD ESG U.S. STOCK ETF $194.83万0.04%17,353 -17,033-49.5% -$191.24万 减仓
PGR PROGRESSIVE CORP COM $192.26万0.03%9,698 89110.1% $17.66万 加仓
SHEL ROYAL DUTCH SHELL PLC-ADR $191.40万0.03%20,581 4,92631.5% $45.81万 加仓
MMM 3M CO COM $191.27万0.03%13,170 2091.6% $3.04万 加仓
APD AIR PRODUCTS AND CHEMICALS INC COM $191.15万0.03%6,580 4817.9% $13.97万 加仓
QCOM QUALCOMM INC COM $191.03万0.03%14,834 -2,068-12.2% -$26.63万 减仓
STWD STARWOOD PROPERTY TRUST $190.70万0.03%110,745 -326-0.3% -$5,614 减仓
BIL SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF $189.71万0.03%20,701 9,15879.3% $83.93万 加仓
PNQI INVESCO NASDAQ INTERNET ETF $189.00万0.03%42,253 -185-0.4% -$8,275 减仓
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF $188.80万0.03%29,167 -14,516-33.2% -$93.96万 减仓
AMP AMERIPRISE FINL INC COM $188.78万0.03%4,248 -2-0.0% -$889 减仓
MCO MOODYS CORP $187.45万0.03%4,296 -87-2.0% -$3.80万 减仓
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF $187.00万0.03%23,773 -1,187-4.8% -$9.34万 减仓
RCUS ARCUS BIOSCIENCES INC COM $186.96万0.03%86,557 00.0% — 不变
SYF SYNCHRONY FINANCIAL COM $186.70万0.03%27,448 8093.0% $5.50万 加仓
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF $183.65万0.03%50,704 8941.8% $3.24万 加仓
LHX L3HARRIS TECHNOLOGIES INC COM $182.68万0.03%5,292 1,70647.6% $58.89万 加仓
BMY BRISTOL-MYERS SQUIBB CO COM $182.43万0.03%30,078 1,8686.6% $11.33万 加仓
EPD ENTERPRISE PRODS PARTNERS L P $181.19万0.03%47,882 3520.7% $1.33万 加仓
AVLV AVANTIS U.S. LARGE CAP VALUE ETF $180.96万0.03%22,449 -398-1.7% -$3.21万 减仓
ALL ALLSTATE CORP $178.63万0.03%8,615 91911.9% $19.05万 加仓
GBDC GOLUB CAP BDC INC COM $178.59万0.03%141,065 -76,649-35.2% -$97.04万 减仓
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF $178.56万0.03%58,544 -16-0.0% -$488 减仓
GOVT ISHARES U.S. TREASURY BOND ETF $178.45万0.03%77,891 -14,973-16.1% -$34.30万 减仓
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF $178.14万0.03%38,818 2,8808.0% $13.22万 加仓
GD GENERAL DYNAMICS CORP COM $176.39万0.03%5,139 1032.0% $3.54万 加仓
RBLX ROBLOX CORP CL A $176.24万0.03%31,160 2,6919.5% $15.22万 加仓
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF $176.23万0.03%38,152 -17,862-31.9% -$82.51万 减仓
VFH VANGUARD FINANCIALS ETF $176.11万0.03%14,577 1,0878.1% $13.13万 加仓
EWJ ISHARES MSCI JAPAN ETF $174.97万0.03%20,720 6,87049.6% $58.01万 加仓
VHT VANGUARD HEALTH CARE ETF $174.90万0.03%6,422 -1,231-16.1% -$33.52万 减仓
AZN ASTRAZENECA PLC- SPONS ADR $171.94万0.03%8,718 1,05613.8% $20.83万 加仓
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF $171.05万0.03%24,121 00.0% — 不变
— NVIDIA CORPORATION PUT OPT 09/26 145.0 PUT 看跌期权 $170.82万0.03%9,800 00.0% — 不变
STX SEAGATE TECHNOLOGY $170.56万0.03%4,353 43511.1% $17.04万 加仓
WDC WESTERN DIGITAL CORP COM $170.34万0.03%6,297 5098.8% $13.77万 加仓
CP CANADIAN PAC RAILWAYLTD $170.11万0.03%21,625 1,0375.0% $8.16万 加仓
— DIMENSIONAL U.S. CORE EQUITY 2 ETF $169.60万0.03%43,643 -86-0.2% -$3,342 减仓
ED CONSOLIDATED EDISON INC COM $169.09万0.03%14,939 1,0697.7% $12.10万 加仓
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF $163.82万0.03%33,528 20,953166.6% $102.38万 加仓
BXMT BLACKSTONE MORTGAGE TRUST INC COM CL A $162.91万0.03%85,070 -10,418-10.9% -$19.95万 减仓
SLV ISHARES SILVER TRUST ETF $162.83万0.03%23,896 13,793136.5% $93.99万 加仓
DUK DUKE ENERGY CORP NEW COM NEW $162.79万0.03%12,432 1,25311.2% $16.41万 加仓
KKR KKR & CO LP $161.03万0.03%17,408 -852-4.7% -$7.88万 减仓
NKE NIKE INC CLASS B $159.97万0.03%30,286 -8,873-22.7% -$46.87万 减仓
CME CHICAGO MERCANTILE HLDGS INC $158.75万0.03%5,375 -95-1.7% -$2.81万 减仓
ESGE ISHARES ESG AWARE MSCI EM ETF $157.43万0.03%34,621 10,45643.3% $47.54万 加仓
TFC TRUIST FINL CORP COM $157.02万0.03%34,157 9252.8% $4.25万 加仓
UNP UNION PAC CORP COM $156.28万0.03%6,441 3686.1% $8.93万 加仓
VGK VANGUARD EUROPEAN $156.22万0.03%18,951 1,2917.3% $10.64万 加仓
PWB INVESCO LARGE CAP GROWTH ETF $155.27万0.03%12,330 00.0% — 不变
ESGD ISHARES ESG AWARE MSCI EAFE ETF $155.22万0.03%16,232 -662-3.9% -$6.33万 减仓
OMDA OMADA HEALTH INC COM $155.06万0.03%123,359 00.0% — 不变
CMCSA COMCAST CORP NEW CL A $153.97万0.03%53,629 9,06420.3% $26.02万 加仓
VOX VANGUARD TELECOMMUNICATIONS SERVICES ETF $152.02万0.03%8,453 4735.9% $8.51万 加仓
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF $151.54万0.03%31,537 -833-2.6% -$4.00万 减仓
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF $150.40万0.03%84,729 -1,231-1.4% -$2.19万 减仓
IDXX IDEXX LABS INC $149.70万0.03%2,664 -33-1.2% -$1.85万 减仓
DKNG DRAFTKINGS INC NEW COM CL A $149.60万0.03%69,193 -524-0.8% -$1.13万 减仓
ADP AUTOMATIC DATA PROCESSING INC COM $148.63万0.03%7,315 -1,730-19.1% -$35.15万 减仓
KR KROGER CO COM $147.80万0.03%20,425 -168-0.8% -$1.22万 减仓
CMF ISHARES TR S&P CALIF MUN BD FD $146.03万0.03%25,683 -234-0.9% -$1.33万 减仓
GRID FIRST TR NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FD COM SHS $145.95万0.03%8,922 6567.9% $10.73万 加仓
HDV ISHARES TR HIGH DIVID EQUITY FD $145.76万0.03%10,739 00.0% — 不变
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS $145.62万0.03%11,606 1,50614.9% $18.90万 加仓
SCZ ISHARES MSCI EAFE SMALL CAP ETF $144.58万0.03%18,438 7,88874.8% $61.85万 加仓
SO SOUTHERN CO COM $144.42万0.03%14,962 1,48911.1% $14.37万 加仓
— ROBINHOOD MKTS INC PUT OPT 03/27 95.0 PUT 看跌期权 $143.45万0.03%20,700 00.0% — 不变
FAST FASTENAL CO $143.42万0.03%30,909 2,88410.3% $13.38万 加仓
AMLP ALPS TRUST ETF ALERIAN MLP $142.75万0.03%27,118 2,3789.6% $12.52万 加仓
ROST ROSS STORES INC $142.68万0.03%6,586 2594.1% $5.61万 加仓
WELL WELLTOWER INC COM $141.58万0.03%7,161 500.7% $9,886 加仓
PLD PROLOGIS SHARE BENEFICIAL INT $140.95万0.03%10,663 5014.9% $6.62万 加仓
IUSG ISHARES CORE S&P U.S. GROWTH ETF $140.95万0.03%9,087 600.7% $9,307 加仓
BP BP PLC SPONSORED ADR $139.70万0.03%29,724 2,3598.6% $11.09万 加仓
VCR VANGUARD CONSUMER DISCRETIONARY $138.23万0.02%3,850 36510.5% $13.11万 加仓
VOE VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF $137.73万0.02%7,474 2283.1% $4.20万 加仓
SUB ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD $137.44万0.02%12,905 -1,115-8.0% -$11.87万 减仓
FTA FIRST TR LARGE CAP VALUE OPPORTUNITIES ALPHADEX FD COM SHS $137.41万0.02%14,879 12,618558.1% $116.53万 加仓
GM GENERAL MOTORS CORP $137.02万0.02%18,392 -220-1.2% -$1.64万 减仓
HUBS HUBSPOT INC COM $135.71万0.02%5,559 2685.1% $6.54万 加仓
JCI JOHNSON CTLS INC $134.66万0.02%10,283 6887.2% $9.01万 加仓
SEIC SEI INVESTMENTS CO $134.65万0.02%17,159 -3,673-17.6% -$28.82万 减仓
HCA HCA INC $134.28万0.02%2,837 1776.7% $8.38万 加仓
MGK VANGUARD MEGA CAP GROWTH ETF $133.45万0.02%3,631 -147-3.9% -$5.40万 减仓
LYV LIVE NATION, INC. $133.06万0.02%8,724 1,76125.3% $26.86万 加仓
TT TRANE TECHNOLOGIES PLC SHS $132.51万0.02%3,179 130.4% $5,419 加仓
— STRIVE EMERGING MARKETS EX-CHINA ETF $132.31万0.02%33,856 -151-0.4% -$5,901 减仓
U UNITY SOFTWARE INC COM $132.04万0.02%60,183 10,66221.5% $23.39万 加仓
— ELECTRONICS ARTS $131.71万0.02%6,460 61510.5% $12.54万 加仓
WDAY WORKDAY INC COM $130.02万0.02%10,007 -1,093-9.8% -$14.20万 减仓
VIS VANGUARD INDUSTRIALS ETF $129.73万0.02%4,155 -505-10.8% -$15.77万 减仓
— ROBINHOOD MKTS INC PUT OPT 01/27 100.0 PUT 看跌期权 $127.51万0.02%18,400 -2,300-11.1% -$15.94万 减仓
EQT EQT CORP COM $127.06万0.02%19,965 8904.7% $5.66万 加仓
MAR MARRIOTT INTL INC $126.78万0.02%3,876 1604.3% $5.23万 加仓
KB KOOKMIN BK NEW SPONSORED ADR $126.65万0.02%12,699 1,65415.0% $16.50万 加仓
DLN WISDOMTREE LARGE CAP DIVIDEND $126.54万0.02%14,165 -1,105-7.2% -$9.87万 减仓
UL UNILEVER PLC SPON ADR NEW $126.47万0.02%22,199 -434-1.9% -$2.47万 减仓
ATO ATMOS ENERGY CORP $125.42万0.02%6,789 -597-8.1% -$11.03万 减仓
PAYO PAYONEER GLOBAL INC COM $125.06万0.02%258,921 7,4152.9% $3.58万 加仓