Ballew Advisors, Inc
Jackson MS · SEC CIK 0001729096
$1.77亿2026Q1 申报市值
118持仓数
50.0%前十大占比 · 第一大 19.7%
5 / 7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
RDVY 加仓+$81.17万
HBAN 新建仓+$78.73万
SIL 加仓+$76.24万
PVAL 加仓+$61.49万
TOTL 加仓+$35.51万
2026Q1 卖出最多 按季末市值估算
SILJ 重新持有-$301.08万
IYR 减仓-$92.99万
USMV 减仓-$51.04万
IVV 减仓-$42.07万
DIREXION SHS ETF 清仓-$40.85万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -179,944 | -100.0% | -$40.85万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -770 | -100.0% | -$32.47万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -898 | -100.0% | -$24.63万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,301 | -100.0% | -$23.33万 | 清仓 |
| HODL | VANECK BITCOIN ETF | $0 | 0.00% | 0 | -8,232 | -100.0% | -$22.00万 | 清仓 |
| — | EATON VANCE SR FLTNG RTE TR | $0 | 0.00% | 0 | -19,295 | -100.0% | -$21.88万 | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSM | BLACK STONE MINERALS L P | $0 | 0.00% | 0 | -12,897 | -100.0% | -$18.30万 | 清仓 |
| — | ENVOY MEDICAL INC | $6,598 | 0.00% | 10,121 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $12.42万 | 0.07% | 12,411 | 0 | 0.0% | — | 不变 |
| AVK | ADVENT CONV & INCOME FD | $12.65万 | 0.07% | 10,375 | 298 | 3.0% | $3,632 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $20.47万 | 0.12% | 198 | 198 | — | $20.47万 | 新建仓 |
| PWR | QUANTA SVCS INC | $20.54万 | 0.12% | 353 | 353 | — | $20.54万 | 新建仓 |
| ALB | ALBEMARLE CORP | $21.32万 | 0.12% | 1,237 | 3 | 0.2% | $517 | 加仓 |
| EEMV | ISHARES INC | $21.84万 | 0.12% | 3,224 | 0 | 0.0% | — | 不变 |
| — | DIREXION SHARES ETF TRUST | $22.07万 | 0.12% | 8,758 | 8,758 | — | $22.07万 | 新建仓 |
| DAC | DANAOS CORPORATION | $23.11万 | 0.13% | 1,985 | 1,985 | — | $23.11万 | 新建仓 |
| BITB | BITWISE BITCOIN ETF TR | $23.53万 | 0.13% | 6,005 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $24.00万 | 0.14% | 324 | 7 | 2.2% | $5,185 | 加仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $24.37万 | 0.14% | 3,632 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTIL INCOME FD | $24.42万 | 0.14% | 5,934 | 89 | 1.5% | $3,663 | 加仓 |
| HD | HOME DEPOT INC | $25.18万 | 0.14% | 741 | 1 | 0.1% | $340 | 加仓 |
| NUE | NUCOR CORP | $26.02万 | 0.15% | 1,414 | 4 | 0.3% | $736 | 加仓 |
| ANET | ARISTA NETWORKS INC | $26.10万 | 0.15% | 1,787 | 37 | 2.1% | $5,404 | 加仓 |
| V | VISA INC | $26.39万 | 0.15% | 856 | 1 | 0.1% | $308 | 加仓 |
| ETR | ENTERGY CORP NEW | $26.93万 | 0.15% | 2,293 | 68 | 3.1% | $7,987 | 加仓 |
| URNM | SPROTT FDS TR | $26.94万 | 0.15% | 4,169 | 82 | 2.0% | $5,298 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $28.17万 | 0.16% | 2,612 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $28.77万 | 0.16% | 909 | -3 | -0.3% | -$950 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $28.87万 | 0.16% | 10,540 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $29.33万 | 0.17% | 802 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $30.48万 | 0.17% | 1,315 | 40 | 3.1% | $9,271 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $30.53万 | 0.17% | 1,290 | 140 | 12.2% | $3.31万 | 加仓 |
| VHT | VANGUARD WORLD FD | $30.96万 | 0.17% | 1,115 | 0 | 0.0% | — | 不变 |
| RNST | RENASANT CORP | $31.63万 | 0.18% | 7,959 | 1 | 0.0% | $40 | 加仓 |
| SILJ | AMPLIFY ETF TR | $31.63万 | 0.18% | 10,074 | -95,882 | -90.5% | -$301.08万 | 重新持有 |
| AMAT | APPLIED MATLS INC | $33.14万 | 0.19% | 833 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $34.18万 | 0.19% | 1,682 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $35.56万 | 0.20% | 3,904 | -196 | -4.8% | -$1.79万 | 减仓 |
| YUM | YUM BRANDS INC | $35.80万 | 0.20% | 2,227 | 11 | 0.5% | $1,768 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $37.12万 | 0.21% | 6,109 | -144 | -2.3% | -$8,750 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $37.14万 | 0.21% | 1,197 | 2 | 0.2% | $621 | 加仓 |
| ABBV | ABBVIE INC | $37.24万 | 0.21% | 1,753 | 4 | 0.2% | $850 | 加仓 |
| TGT | TARGET CORP | $39.56万 | 0.22% | 3,189 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $42.04万 | 0.24% | 8,327 | 11 | 0.1% | $555 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $42.65万 | 0.24% | 927 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $43.94万 | 0.25% | 646 | 80 | 14.1% | $5.44万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $44.31万 | 0.25% | 1,836 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $44.61万 | 0.25% | 3,636 | 18 | 0.5% | $2,208 | 加仓 |
| IWD | ISHARES TR | $44.89万 | 0.25% | 2,011 | -8 | -0.4% | -$1,786 | 减仓 |
| VOO | VANGUARD INDEX FDS | $45.02万 | 0.25% | 720 | 16 | 2.3% | $1.00万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $46.23万 | 0.26% | 10,454 | -201 | -1.9% | -$8,888 | 减仓 |
| ZROZ | PIMCO ETF TR | $47.25万 | 0.27% | 7,435 | -303 | -3.9% | -$1.93万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $47.30万 | 0.27% | 11,562 | 1,145 | 11.0% | $4.68万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $51.16万 | 0.29% | 4,001 | 1,400 | 53.8% | $17.90万 | 加仓 |
| AMLP | ALPS ETF TR | $52.53万 | 0.30% | 10,032 | -48 | -0.5% | -$2,513 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $55.38万 | 0.31% | 25,316 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $55.67万 | 0.31% | 3,456 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $55.75万 | 0.31% | 27,233 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $56.07万 | 0.32% | 5,745 | 2 | 0.0% | $195 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $56.71万 | 0.32% | 3,316 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $56.76万 | 0.32% | 3,430 | -610 | -15.1% | -$10.09万 | 减仓 |
| GSK | GSK PLC | $56.96万 | 0.32% | 9,760 | -4 | -0.0% | -$233 | 减仓 |
| CAT | CATERPILLAR INC | $57.85万 | 0.33% | 735 | -98 | -11.8% | -$7.71万 | 减仓 |
| IYR | ISHARES TR | $58.70万 | 0.33% | 5,935 | -9,402 | -61.3% | -$92.99万 | 减仓 |
| ARKK | ARK ETF TR | $59.64万 | 0.34% | 8,654 | 365 | 4.4% | $2.52万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $60.36万 | 0.34% | 13,510 | 3,733 | 38.2% | $16.68万 | 加仓 |
| WMT | WALMART INC | $60.49万 | 0.34% | 4,685 | -93 | -1.9% | -$1.20万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $61.31万 | 0.35% | 12,266 | 500 | 4.2% | $2.50万 | 加仓 |
| IWR | ISHARES TR | $68.15万 | 0.38% | 6,739 | 53 | 0.8% | $5,360 | 加仓 |
| GOOGL | ALPHABET INC | $69.58万 | 0.39% | 2,185 | 1 | 0.0% | $318 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $70.67万 | 0.40% | 35,947 | 0 | 0.0% | — | 不变 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $70.69万 | 0.40% | 31,396 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $70.71万 | 0.40% | 104 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $71.09万 | 0.40% | 39,405 | 1,930 | 5.2% | $3.48万 | 加仓 |
| GDX | VANECK ETF TRUST | $76.19万 | 0.43% | 7,747 | 145 | 1.9% | $1.43万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $76.91万 | 0.43% | 13,415 | 215 | 1.6% | $1.23万 | 加仓 |
| IWM | ISHARES TR | $77.29万 | 0.44% | 2,951 | -37 | -1.2% | -$9,691 | 减仓 |
| COP | CONOCOPHILLIPS | $78.04万 | 0.44% | 6,320 | 1 | 0.0% | $123 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $78.73万 | 0.44% | 47,459 | 47,459 | — | $78.73万 | 新建仓 |
| IWS | ISHARES TR | $79.30万 | 0.45% | 5,210 | -145 | -2.7% | -$2.21万 | 减仓 |
| NEU | NEWMARKET CORP | $79.42万 | 0.45% | 1,251 | -60 | -4.6% | -$3.81万 | 减仓 |
| ACWI | ISHARES TR | $87.28万 | 0.49% | 6,016 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $97.12万 | 0.55% | 6,166 | 52 | 0.9% | $8,190 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $97.74万 | 0.55% | 42,049 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $107.35万 | 0.61% | 2,877 | -22 | -0.8% | -$8,209 | 减仓 |
| CVX | CHEVRON CORPORATION | $108.24万 | 0.61% | 5,686 | 11 | 0.2% | $2,094 | 加仓 |
| META | META PLATFORMS INC | $115.15万 | 0.65% | 1,832 | -46 | -2.4% | -$2.89万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $117.08万 | 0.66% | 18,575 | -63 | -0.3% | -$3,971 | 减仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $122.28万 | 0.69% | 20,828 | -368 | -1.7% | -$2.16万 | 减仓 |
| — | EXXON MOBIL CORP | $123.36万 | 0.70% | 7,956 | 20 | 0.3% | $3,101 | 加仓 |
| — | PROSHARES TR | $126.31万 | 0.71% | 41,469 | 2,275 | 5.8% | $6.93万 | 加仓 |
| SH | PROSHARES TR | $127.04万 | 0.72% | 35,007 | 1,950 | 5.9% | $7.08万 | 加仓 |
| — | PROSHARES TR | $128.81万 | 0.73% | 107,609 | 5,718 | 5.6% | $6.84万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $131.10万 | 0.74% | 26,382 | -77 | -0.3% | -$3,826 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $133.21万 | 0.75% | 68,122 | 40 | 0.1% | $782 | 加仓 |
| IWF | ISHARES TR | $133.91万 | 0.75% | 3,008 | -20 | -0.7% | -$8,903 | 减仓 |
| AMZN | AMAZON COM INC | $147.78万 | 0.83% | 6,325 | 493 | 8.5% | $11.52万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $151.06万 | 0.85% | 36,339 | 5,608 | 18.2% | $23.31万 | 加仓 |
| IYE | ISHARES TR | $156.36万 | 0.88% | 25,709 | -653 | -2.5% | -$3.97万 | 减仓 |