13F 机构持仓

Ballew Advisors, Inc

Jackson MS · SEC CIK 0001729096

2026Q22026Q1 更早 9 个季度 🔒
$1.94亿2026Q2 申报市值
129持仓数
51.0%前十大占比 · 第一大 19.7%
16 / 6新建仓 / 清仓
申报市值走势$1.94亿2026Q2
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 19.7%
CGGR 7.3%
TOTL 5.9%
IJR 4.0%
IEF 2.8%
RDVY 2.6%
TLT 2.5%
PVAL 2.5%
AJG 1.9%
INVESCO QQQ TR 1.8%

2026Q2 买入最多 按季末市值估算

INVESCO QQQ TR 新建仓+$353.55万
PVAL 加仓+$146.43万
WTV 新建仓+$77.84万
RDVY 加仓+$71.85万
TOTL 加仓+$58.90万

2026Q2 卖出最多 按季末市值估算

QQQ 清仓-$302.74万
PROSHARES TR 减仓-$116.88万
BRK/B 减仓-$83.98万
IWS 清仓-$79.30万
DIREXION SHARES 减仓-$29.35万

2026Q2 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
— PROSHARES TR $129.76万0.67%56,615 -50,994-47.4% -$116.88万 减仓
VUSB VANGUARD BD INDEX FDS $130.96万0.68%26,382 00.0% — 不变
BSCQ INVESCO EXCH TRD SLF IDX FD $133.15万0.69%68,162 400.1% $781 加仓
FXO FIRST TR EXCHANGE-TRADED FD $133.20万0.69%20,829 10.0% $64 加仓
FV FIRST TR EXCHANGE TRADED FD $133.56万0.69%18,421 -154-0.8% -$1.12万 减仓
IAU ISHARES GOLD TR $139.79万0.72%18,035 00.0% — 不变
IWF ISHARES TR $141.44万0.73%11,674 -358-3.0% -$4.34万 减仓
AMZN AMAZON COM INC $142.50万0.74%5,872 -453-7.2% -$10.99万 减仓
IYE ISHARES TR $145.80万0.75%25,691 -18-0.1% -$1,022 减仓
USMV ISHARES TR $155.90万0.81%15,926 -1,004-5.9% -$9.83万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $158.61万0.82%3,124 -1,654-34.6% -$83.98万 减仓
SDVY FIRST TR EXCHANGE TRADED FD $166.02万0.86%38,467 2,1285.9% $9.18万 加仓
SIL GLOBAL X FDS $173.14万0.89%21,588 1,6218.1% $13.00万 加仓
FDVV FIDELITY COVINGTON TRUST $184.08万0.95%30,040 2490.8% $1.53万 加仓
EZU ISHARES INC $192.36万0.99%27,790 1510.5% $1.05万 加仓
VLO VALERO ENERGY CORP $194.77万1.01%7,274 -16-0.2% -$4,284 减仓
NVDA NVIDIA CORPORATION $201.58万1.04%10,346 3023.0% $5.88万 加仓
VNLA JANUS DETROIT STR TR $220.88万1.14%45,160 5,11712.8% $25.03万 加仓
TSLA TESLA INC $222.68万1.15%5,660 57111.2% $22.47万 加仓
— KRANESHARES TRUST $262.68万1.36%151,181 3,7492.5% $6.51万 加仓
IYW ISHARES TR $280.93万1.45%11,538 20.0% $487 加仓
AAPL APPLE INC $298.48万1.54%9,671 92310.6% $28.49万 加仓
IWP ISHARES TR $316.08万1.63%22,110 -47-0.2% -$6,719 减仓
IJH ISHARES TR $318.81万1.65%41,899 -16-0.0% -$1,217 减仓
TDIV FIRST TR EXCHANGE TRADED FD $320.98万1.66%28,860 -284-1.0% -$3.16万 减仓
— INVESCO QQQ TR $353.55万1.83%4,961 4,961— $353.55万 新建仓
AJG GALLAGHER ARTHUR J & CO $376.51万1.95%14,915 100.1% $2,524 加仓
PVAL PUTNAM ETF TRUST $480.93万2.49%93,076 28,33943.8% $146.43万 加仓
TLT ISHARES TR $484.74万2.50%56,688 1,6232.9% $13.88万 加仓
RDVY FIRST TR EXCHANGE TRADED FD $502.73万2.60%62,732 8,96616.7% $71.85万 加仓
IEF ISHARES TR $535.53万2.77%56,898 1,9053.5% $17.93万 加仓
IJR ISHARES TR $769.06万3.97%52,503 -450-0.8% -$6.59万 减仓
TOTL SSGA ACTIVE ETF TR $1,132.97万5.85%288,031 14,9735.5% $58.90万 加仓
CGGR CAPITAL GROUP GROWTH ETF $1,417.86万7.33%304,720 6,7652.3% $31.48万 加仓
IVV ISHARES TR $3,813.72万19.71%50,956 -321-0.6% -$24.02万 减仓