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 |
|---|---|---|---|---|---|---|---|---|
| USMV | ISHARES TR | $158.90万 | 0.90% | 16,930 | -5,438 | -24.3% | -$51.04万 | 减仓 |
| IAU | ISHARES GOLD TR | $161.81万 | 0.91% | 18,035 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY COVINGTON TRUST | $170.94万 | 0.96% | 29,791 | 230 | 0.8% | $1.32万 | 加仓 |
| VLO | VALERO ENERGY CORP | $171.39万 | 0.97% | 7,290 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $175.88万 | 0.99% | 5,089 | 34 | 0.7% | $1.18万 | 加仓 |
| EZU | ISHARES INC | $183.38万 | 1.03% | 27,639 | -256 | -0.9% | -$1.70万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $184.71万 | 1.04% | 10,044 | -442 | -4.2% | -$8.13万 | 减仓 |
| SIL | GLOBAL X FDS | $191.01万 | 1.08% | 19,967 | 7,970 | 66.4% | $76.24万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $196.09万 | 1.11% | 40,043 | -28 | -0.1% | -$1,371 | 减仓 |
| IYW | ISHARES TR | $223.37万 | 1.26% | 11,536 | -256 | -2.2% | -$4.96万 | 减仓 |
| AAPL | APPLE INC | $227.89万 | 1.28% | 8,748 | 96 | 1.1% | $2.50万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $231.84万 | 1.31% | 4,778 | -281 | -5.6% | -$13.64万 | 减仓 |
| — | KRANESHARES TRUST | $273.34万 | 1.54% | 147,432 | 4,753 | 3.3% | $8.81万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $281.74万 | 1.59% | 29,144 | -686 | -2.3% | -$6.63万 | 减仓 |
| IWP | ISHARES TR | $291.16万 | 1.64% | 22,157 | 515 | 2.4% | $6.77万 | 加仓 |
| IJH | ISHARES TR | $296.21万 | 1.67% | 41,915 | -1,999 | -4.6% | -$14.13万 | 减仓 |
| QQQ | INVESCO QQQ TR | $302.74万 | 1.71% | 4,961 | 2 | 0.0% | $1,220 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $311.58万 | 1.76% | 64,737 | 12,775 | 24.6% | $61.49万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $325.51万 | 1.84% | 14,905 | 10 | 0.1% | $2,184 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $390.50万 | 2.20% | 53,766 | 11,176 | 26.2% | $81.17万 | 加仓 |
| TLT | ISHARES TR | $477.42万 | 2.69% | 55,065 | 2,267 | 4.3% | $19.66万 | 加仓 |
| IEF | ISHARES TR | $524.80万 | 2.96% | 54,993 | 1,923 | 3.6% | $18.35万 | 加仓 |
| IJR | ISHARES TR | $692.37万 | 3.90% | 52,953 | -808 | -1.5% | -$10.56万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $1,086.77万 | 6.13% | 273,058 | 8,923 | 3.4% | $35.51万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,252.30万 | 7.06% | 297,955 | 5,683 | 1.9% | $23.89万 | 加仓 |
| IVV | ISHARES TR | $3,502.24万 | 19.75% | 51,277 | -616 | -1.2% | -$42.07万 | 减仓 |