Parkside Investments, LLC
DEERFIELD IL · SEC CIK 0001706248
$8.23亿2026Q1 申报市值
98持仓数
51.8%前十大占比 · 第一大 11.3%
10 / 8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
FPE 新建仓+$1,197.91万
FENI 加仓+$1,146.08万
IEMG 加仓+$854.83万
IGSB 加仓+$831.90万
SU 新建仓+$672.34万
2026Q1 卖出最多 按季末市值估算
JPST 减仓-$757.69万
IEFA 减仓-$662.15万
PFF 减仓-$584.82万
WARNER BROS DISC 减仓-$323.25万
GLW 减仓-$313.79万
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 |
|---|---|---|---|---|---|---|---|---|
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $9,268.08万 | 11.26% | 1,763,333 | 158,277 | 9.9% | $831.90万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $6,324.46万 | 7.68% | 255,018 | -2,840 | -1.1% | -$70.43万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $6,100.55万 | 7.41% | 93,393 | 1,146 | 1.2% | $74.86万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $5,702.46万 | 6.93% | 817,558 | 122,556 | 17.6% | $854.83万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $5,396.11万 | 6.56% | 596,057 | -73,141 | -10.9% | -$662.15万 | 减仓 |
| MBB | ISHARES MBS ETF | $3,325.99万 | 4.04% | 350,288 | 5,475 | 1.6% | $51.99万 | 加仓 |
| AAPL | APPLE INC COM | $1,760.23万 | 2.14% | 69,358 | -4,624 | -6.3% | -$117.35万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $1,703.56万 | 2.07% | 88,764 | 8,531 | 10.6% | $163.73万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1,518.82万 | 1.85% | 52,946 | 1,702 | 3.3% | $48.82万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $1,508.01万 | 1.83% | 113,469 | 5,739 | 5.3% | $76.27万 | 加仓 |
| AMZN | AMAZON COM INC COM | $1,476.95万 | 1.79% | 70,915 | 3,232 | 4.8% | $67.31万 | 加仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $1,380.56万 | 1.68% | 124,622 | -14,833 | -10.6% | -$164.32万 | 减仓 |
| FESM | FIDELITY ENHANCED SMALL CAP ETF | $1,368.66万 | 1.66% | 360,173 | 59,345 | 19.7% | $225.51万 | 加仓 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $1,313.59万 | 1.60% | 529,675 | -12,225 | -2.3% | -$30.32万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $1,293.35万 | 1.57% | 146,705 | 9,707 | 7.1% | $85.58万 | 加仓 |
| FMDE | FIDELITY ENHANCED MID CAP ETF | $1,281.87万 | 1.56% | 356,471 | 2,915 | 0.8% | $10.48万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $1,227.86万 | 1.49% | 14,610 | -166 | -1.1% | -$13.95万 | 减仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $1,207.37万 | 1.47% | 324,562 | 308,087 | 1,870.0% | $1,146.08万 | 加仓 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $1,197.91万 | 1.46% | 674,877 | 674,877 | — | $1,197.91万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC CL B | $1,169.86万 | 1.42% | 199,023 | -12,799 | -6.0% | -$75.23万 | 减仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $1,156.93万 | 1.41% | 90,577 | 6,330 | 7.5% | $80.85万 | 加仓 |
| UNP | UNION PAC CORP COM | $1,152.51万 | 1.40% | 47,503 | 1,490 | 3.2% | $36.15万 | 加仓 |
| C | CITIGROUP INC COM NEW | $1,087.05万 | 1.32% | 95,852 | -12,114 | -11.2% | -$137.38万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $948.62万 | 1.15% | 81,865 | 55,749 | 213.5% | $646.00万 | 加仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $936.98万 | 1.14% | 231,524 | 17,269 | 8.1% | $69.89万 | 加仓 |
| GLW | CORNING INC COM | $890.13万 | 1.08% | 65,466 | -23,078 | -26.1% | -$313.79万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC COM | $874.02万 | 1.06% | 256,010 | -33,240 | -11.5% | -$113.48万 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $835.01万 | 1.01% | 56,954 | -13,562 | -19.2% | -$198.83万 | 减仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $822.16万 | 1.00% | 271,161 | -192,881 | -41.6% | -$584.82万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $810.28万 | 0.98% | 87,240 | 2,219 | 2.6% | $20.61万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $799.67万 | 0.97% | 16,269 | 410 | 2.6% | $20.15万 | 加仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $798.81万 | 0.97% | 122,611 | 1,440 | 1.2% | $9.38万 | 加仓 |
| SO | SOUTHERN CO COM | $776.79万 | 0.94% | 80,480 | 2,949 | 3.8% | $28.46万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $761.55万 | 0.93% | 20,573 | 3,736 | 22.2% | $138.30万 | 加仓 |
| URA | GLOBAL X URANIUM ETF | $757.02万 | 0.92% | 156,312 | -1,040 | -0.7% | -$5.04万 | 减仓 |
| — | KRANESHARES QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF | $756.01万 | 0.92% | 404,065 | 14,940 | 3.8% | $27.95万 | 加仓 |
| — | AIR LEASE CORP CL A | $740.47万 | 0.90% | 114,024 | -44,767 | -28.2% | -$290.72万 | 减仓 |
| DIS | DISNEY WALT CO COM | $736.96万 | 0.90% | 76,464 | 5,973 | 8.5% | $57.57万 | 加仓 |
| GNRC | GENERAC HLDGS INC COM | $683.17万 | 0.83% | 34,975 | 640 | 1.9% | $12.50万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $680.17万 | 0.83% | 33,435 | -26 | -0.1% | -$5,289 | 减仓 |
| SU | SUNCOR ENERGY INC NEW COM | $672.34万 | 0.82% | 101,700 | 101,700 | — | $672.34万 | 新建仓 |
| BWA | BORGWARNER INC COM | $649.25万 | 0.79% | 119,655 | -5,595 | -4.5% | -$30.36万 | 减仓 |
| WMT | WALMART INC COM | $612.79万 | 0.74% | 49,307 | 5,558 | 12.7% | $69.08万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $560.32万 | 0.68% | 110,714 | -149,712 | -57.5% | -$757.69万 | 减仓 |
| CVS | CVS HEALTH CORP COM | $522.37万 | 0.63% | 72,734 | -10,938 | -13.1% | -$78.56万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW COM | $506.57万 | 0.62% | 100,669 | 19,190 | 23.6% | $96.56万 | 加仓 |
| FDX | FEDEX CORP COM | $487.26万 | 0.59% | 13,680 | 1,488 | 12.2% | $53.00万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $442.80万 | 0.54% | 278,840 | 19,475 | 7.5% | $30.93万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $429.94万 | 0.52% | 6,611 | 2,664 | 67.5% | $173.25万 | 加仓 |
| MHK | MOHAWK INDS INC COM | $415.65万 | 0.50% | 42,215 | -370 | -0.9% | -$3.64万 | 减仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $414.07万 | 0.50% | 150,789 | -117,715 | -43.8% | -$323.25万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $321.52万 | 0.39% | 80,000 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD COM | $238.74万 | 0.29% | 18,387 | -23,325 | -55.9% | -$302.85万 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $177.00万 | 0.22% | 12,427 | 43 | 0.3% | $6,124 | 加仓 |
| CME | CME GROUP INC COM | $163.58万 | 0.20% | 5,538 | 82 | 1.5% | $2.42万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $144.36万 | 0.18% | 4,500 | 0 | 0.0% | — | 不变 |
| ENVX | ENOVIX CORPORATION COM | $143.22万 | 0.17% | 276,495 | -9,350 | -3.3% | -$4.84万 | 减仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $142.26万 | 0.17% | 31,000 | 1,000 | 3.3% | $4.59万 | 加仓 |
| META | META PLATFORMS INC | $137.31万 | 0.17% | 2,400 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $131.95万 | 0.16% | 1,324 | -1,160 | -46.7% | -$115.61万 | 减仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $130.97万 | 0.16% | 18,470 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $128.59万 | 0.16% | 7,373 | -627 | -7.8% | -$10.93万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $118.82万 | 0.14% | 4,132 | 785 | 23.5% | $22.57万 | 加仓 |
| NFLX | NETFLIX INC | $115.38万 | 0.14% | 12,000 | 2,000 | 20.0% | $19.23万 | 加仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $106.70万 | 0.13% | 22,018 | 0 | 0.0% | — | 不变 |
| PPLI | IAC INC COM NEW | $101.38万 | 0.12% | 25,327 | -8,054 | -24.1% | -$32.24万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $98.57万 | 0.12% | 20,220 | 220 | 1.1% | $1.07万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $98.14万 | 0.12% | 3,336 | 1,079 | 47.8% | $31.74万 | 加仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE | $96.06万 | 0.12% | 12,000 | 12,000 | — | $96.06万 | 新建仓 |
| EQT | EQT CORP | $95.46万 | 0.12% | 15,000 | -3,000 | -16.7% | -$19.09万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $94.10万 | 0.11% | 17,410 | -50 | -0.3% | -$2,703 | 减仓 |
| FCN | FTI CONSULTING INC | $88.39万 | 0.11% | 5,000 | 5,000 | — | $88.39万 | 新建仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR | $81.98万 | 0.10% | 10,000 | -10,000 | -50.0% | -$81.98万 | 减仓 |
| CAVA | CAVA GROUP INC | $80.90万 | 0.10% | 10,000 | -2,000 | -16.7% | -$16.18万 | 减仓 |
| SBUX | STARBUCKS CORP | $80.63万 | 0.10% | 9,000 | -1,000 | -10.0% | -$8.96万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $77.18万 | 0.09% | 8,000 | 8,000 | — | $77.18万 | 新建仓 |
| ACI | ALBERTSONS COMPANIES INC | $68.16万 | 0.08% | 40,000 | 29,429 | 278.4% | $50.15万 | 重新持有 |
| PJAN | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY | $66.77万 | 0.08% | 14,475 | 2,600 | 21.9% | $11.99万 | 加仓 |
| WFC | WELLS FARGO & CO | $63.69万 | 0.08% | 8,000 | 0 | 0.0% | — | 不变 |
| — | PRAXIS IMPACT LARGE CAP VALUE ETF | $60.49万 | 0.07% | 19,456 | 7,071 | 57.1% | $21.98万 | 加仓 |
| BX | BLACKSTONE INC | $59.79万 | 0.07% | 5,200 | 5,200 | — | $59.79万 | 新建仓 |
| MS | MORGAN STANLEY | $57.60万 | 0.07% | 3,500 | -1,500 | -30.0% | -$24.69万 | 减仓 |
| JSTC | ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF | $55.73万 | 0.07% | 28,594 | 10,984 | 62.4% | $21.41万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $53.38万 | 0.06% | 4,294 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $42.97万 | 0.05% | 6,881 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MANAGEMENT | $35.65万 | 0.04% | 3,200 | 3,200 | — | $35.65万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $32.27万 | 0.04% | 700 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $32.12万 | 0.04% | 368 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $30.83万 | 0.04% | 516 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $30.47万 | 0.04% | 1,796 | 1,796 | — | $30.47万 | 新建仓 |
| MDT | MEDTRONIC PLC SHS | $29.38万 | 0.04% | 3,391 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $28.90万 | 0.04% | 934 | 2 | 0.2% | $619 | 加仓 |
| KYN | KAYNE ANDERSON MLP | $25.78万 | 0.03% | 18,050 | -400 | -2.2% | -$5,712 | 减仓 |
| NXH | BED BATH & BEYOND INC | $23.20万 | 0.03% | 50,000 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $23.15万 | 0.03% | 483 | 483 | — | $23.15万 | 新建仓 |
| V | VISA INC COM CL A | $21.11万 | 0.03% | 698 | 1 | 0.1% | $302 | 加仓 |
| GE | GE AEROSPACE COM NEW | $20.77万 | 0.03% | 732 | 732 | — | $20.77万 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC CL A COM | $13.08万 | 0.02% | 30,500 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC COM | $0 | 0.00% | 0 | -20,774 | -100.0% | -$218.15万 | 清仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR | $0 | 0.00% | 0 | -10,000 | -100.0% | -$155.12万 | 清仓 |