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
QQQ INVESCO QQQ TR $00.00%0 -4,961-100.0% -$302.74万 清仓
IWS ISHARES TR $00.00%0 -5,210-100.0% -$79.30万 清仓
NUE NUCOR CORP $00.00%0 -1,414-100.0% -$26.02万 清仓
ALB ALBEMARLE CORP $00.00%0 -1,237-100.0% -$21.32万 清仓
COST COSTCO WHOLESALE CORPORATION $00.00%0 -198-100.0% -$20.47万 清仓
AVK ADVENT CONV & INCOME FD $00.00%0 -10,375-100.0% -$12.65万 清仓
— ENVOY MEDICAL INC $7,6110.00%10,121 00.0% — 不变
HLN HALEON PLC $12.19万0.06%12,413 20.0% $20 加仓
PDO PIMCO DYNAMIC INCOME OPRNTS $13.37万0.07%10,090 10,090— $13.37万 新建仓
— DIREXION SHARES ETF TRUST $18.05万0.09%40,019 -65,077-61.9% -$29.35万 减仓
BITB BITWISE BITCOIN ETF TR $20.03万0.10%6,005 00.0% — 不变
PG PROCTER & GAMBLE CO $20.52万0.11%1,355 1,355— $20.52万 新建仓
LLY ELI LILLY & CO $20.69万0.11%170 170— $20.69万 新建仓
GS GOLDMAN SACHS GROUP INC $20.72万0.11%203 203— $20.72万 新建仓
AGG ISHARES TR $20.74万0.11%2,103 2,103— $20.74万 新建仓
CSCO CISCO SYS INC $21.79万0.11%1,933 1,933— $21.79万 新建仓
VTI VANGUARD INDEX FDS $21.98万0.11%596 10.2% $369 重新持有
PAAA PGIM ETF TR $22.22万0.11%4,330 4,330— $22.22万 新建仓
EEMV ISHARES INC $22.29万0.12%3,030 -194-6.0% -$1.43万 减仓
HGER HARBOR ETF TRUST $22.46万0.12%7,575 7,575— $22.46万 新建仓
URNM SPROTT FDS TR $22.64万0.12%4,285 1162.8% $6,128 加仓
ANET ARISTA NETWORKS INC $23.20万0.12%1,450 -337-18.9% -$5.39万 减仓
UNH UNITEDHEALTH GROUP INC $23.42万0.12%551 551— $23.42万 新建仓
PLTR PALANTIR TECHNOLOGIES INC $23.74万0.12%1,836 1,836— $23.74万 新建仓
UTG REAVES UTIL INCOME FD $23.99万0.12%6,019 851.4% $3,387 加仓
DAC DANAOS CORPORATION $24.40万0.13%1,995 100.5% $1,223 加仓
VGT VANGUARD WORLD FD $25.13万0.13%2,192 -400-15.4% -$4.59万 减仓
DE DEERE & CO $25.26万0.13%407 407— $25.26万 新建仓
FXD FIRST TR EXCHANGE-TRADED FD $25.30万0.13%3,632 00.0% — 不变
ETR ENTERGY CORP NEW $25.76万0.13%2,238 -55-2.4% -$6,332 减仓
HD HOME DEPOT INC $26.57万0.14%742 10.1% $358 加仓
FESM FIDELITY COVINGTON TRUST $26.61万0.14%5,592 5,592— $26.61万 新建仓
SLV ISHARES SILVER TR $27.21万0.14%4,945 4,945— $27.21万 新建仓
PWR QUANTA SVCS INC $28.76万0.15%430 7721.8% $5.15万 加仓
PYLD PIMCO ETF TR $28.99万0.15%10,986 10,986— $28.99万 新建仓
SHEL SHELL PLC $30.50万0.16%3,909 50.1% $390 加仓
CGMU CAPITAL GRP FIXED INCM ETF T $30.90万0.16%11,240 7006.6% $1.92万 加仓
V VISA INC $31.03万0.16%857 10.1% $362 加仓
ITA ISHARES TR $31.64万0.16%1,275 -40-3.0% -$9,928 减仓
GOOG ALPHABET INC $32.41万0.17%910 10.1% $356 加仓
RTX RTX CORPORATION $32.75万0.17%1,644 -38-2.3% -$7,570 减仓
RNST RENASANT CORP $34.21万0.18%7,959 00.0% — 不变
VHT VANGUARD WORLD FD $34.39万0.18%1,115 00.0% — 不变
SKYY FIRST TR EXCHANGE-TRADED FD $35.23万0.18%2,612 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $35.97万0.19%828 263.2% $1.13万 加仓
FUTY FIDELITY COVINGTON TRUST $36.45万0.19%6,181 721.2% $4,246 加仓
YUM YUM BRANDS INC $36.86万0.19%2,238 110.5% $1,812 加仓
SILJ AMPLIFY ETF TR $38.76万0.20%14,500 4,42643.9% $11.83万 加仓
TGT TARGET CORP $39.97万0.21%3,069 -120-3.8% -$1.56万 减仓
JPM JPMORGAN CHASE & CO $40.08万0.21%1,198 10.1% $335 加仓
IBIT ISHARES BITCOIN TRUST ETF $40.48万0.21%11,607 450.4% $1,569 加仓
EMLP FIRST TR EXCHANGE-TRADED FD $41.42万0.21%9,479 -975-9.3% -$4.26万 减仓
TFC TRUIST FINL CORP $42.51万0.22%8,339 120.1% $612 加仓
AMD ADVANCED MICRO DEVICES INC $43.83万0.23%846 -444-34.4% -$23.00万 减仓
TT TRANE TECHNOLOGIES PLC $44.32万0.23%927 00.0% — 不变
ABBV ABBVIE INC $45.91万0.24%1,759 60.3% $1,566 加仓
ZROZ PIMCO ETF TR $46.55万0.24%7,435 00.0% — 不变
MRK MERCK & CO INC $47.11万0.24%3,636 00.0% — 不变
SPY STATE STR SPDR S&P 500 ETF T $48.13万0.25%646 00.0% — 不变
JNJ JOHNSON & JOHNSON $48.32万0.25%1,837 10.1% $263 加仓
GDXJ VANECK ETF TRUST $48.89万0.25%4,751 75018.7% $7.72万 加仓
VOO VANGUARD INDEX FDS $49.33万0.25%720 00.0% — 不变
IWD ISHARES TR $49.64万0.26%2,011 00.0% — 不变
AMAT APPLIED MATLS INC $50.25万0.26%833 00.0% — 不变
AMLP ALPS ETF TR $52.23万0.27%10,032 00.0% — 不变
GSK GSK PLC $52.38万0.27%9,761 10.0% $54 加仓
WMT WALMART INC $52.41万0.27%4,687 20.0% $224 加仓
BSJS INVESCO EXCH TRD SLF IDX FD $55.15万0.28%25,316 00.0% — 不变
BSCS INVESCO EXCH TRD SLF IDX FD $55.52万0.29%27,233 00.0% — 不变
SO SOUTHERN CO $56.32万0.29%5,748 30.1% $294 加仓
GDX VANECK ETF TRUST $57.57万0.30%7,340 -407-5.3% -$3.19万 减仓
IYR ISHARES TR $60.90万0.31%5,855 -80-1.3% -$8,321 减仓
PSX PHILLIPS 66 $60.98万0.32%3,456 00.0% — 不变
LMBS FIRST TR EXCHANGE-TRADED FD $61.58万0.32%12,382 1160.9% $5,769 加仓
IYY ISHARES TR $61.63万0.32%3,390 -40-1.2% -$7,272 减仓
XLE SELECT SECTOR SPDR TR $64.65万0.33%12,148 -1,267-9.4% -$6.74万 减仓
COP CONOCOPHILLIPS $64.95万0.34%6,202 -118-1.9% -$1.24万 减仓
CGDV CAPITAL GROUP DIVIDEND VALUE $66.13万0.34%13,510 00.0% — 不变
CAT CATERPILLAR INC $69.75万0.36%724 -11-1.5% -$1.06万 减仓
NVR NVR INC $70.21万0.36%104 00.0% — 不变
BSJR INVESCO EXCH TRD SLF IDX FD $70.21万0.36%31,396 00.0% — 不变
ARKK ARK ETF TR $70.31万0.36%8,654 00.0% — 不变
BSCR INVESCO EXCH TRD SLF IDX FD $70.55万0.36%35,947 00.0% — 不变
FPE FIRST TR EXCH TRADED FD III $70.86万0.37%39,475 700.2% $1,256 加仓
IWR ISHARES TR $76.36万0.39%6,921 1822.7% $2.01万 加仓
WTV WISDOMTREE TR $77.84万0.40%7,547 7,547— $77.84万 新建仓
GOOGL ALPHABET INC $78.65万0.41%2,185 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC $82.84万0.43%46,383 -1,076-2.3% -$1.92万 减仓
FTXL FIRST TR EXCHANGE TRADED FD $83.01万0.43%3,316 00.0% — 不变
IWM ISHARES TR $87.82万0.45%2,951 00.0% — 不变
PEP PEPSICO INC $90.26万0.47%6,258 921.5% $1.33万 加仓
ACWI ISHARES TR $93.95万0.49%6,016 00.0% — 不变
BSJQ INVESCO EXCH TRD SLF IDX FD $96.52万0.50%42,049 00.0% — 不变
NEU NEWMARKET CORP $98.40万0.51%1,251 00.0% — 不变
CVX CHEVRON CORPORATION $105.29万0.54%6,223 5379.4% $9.09万 加仓
META META PLATFORMS INC $108.26万0.56%1,857 251.4% $1.46万 加仓
— EXXON MOBIL CORP $108.47万0.56%7,912 -44-0.6% -$6,032 减仓
MSFT MICROSOFT CORP $112.74万0.58%2,887 100.3% $3,905 加仓
— PROSHARES TR $112.92万0.58%43,616 2,1475.2% $5.56万 加仓
SH PROSHARES TR $121.82万0.63%36,782 1,7755.1% $5.88万 加仓