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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,502.24万 | 19.75% | 51,277 | -616 | -1.2% | -$42.07万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,252.30万 | 7.06% | 297,955 | 5,683 | 1.9% | $23.89万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $1,086.77万 | 6.13% | 273,058 | 8,923 | 3.4% | $35.51万 | 加仓 |
| IJR | ISHARES TR | $692.37万 | 3.90% | 52,953 | -808 | -1.5% | -$10.56万 | 减仓 |
| IEF | ISHARES TR | $524.80万 | 2.96% | 54,993 | 1,923 | 3.6% | $18.35万 | 加仓 |
| TLT | ISHARES TR | $477.42万 | 2.69% | 55,065 | 2,267 | 4.3% | $19.66万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $390.50万 | 2.20% | 53,766 | 11,176 | 26.2% | $81.17万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $325.51万 | 1.84% | 14,905 | 10 | 0.1% | $2,184 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $311.58万 | 1.76% | 64,737 | 12,775 | 24.6% | $61.49万 | 加仓 |
| QQQ | INVESCO QQQ TR | $302.74万 | 1.71% | 4,961 | 2 | 0.0% | $1,220 | 加仓 |
| IJH | ISHARES TR | $296.21万 | 1.67% | 41,915 | -1,999 | -4.6% | -$14.13万 | 减仓 |
| IWP | ISHARES TR | $291.16万 | 1.64% | 22,157 | 515 | 2.4% | $6.77万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $281.74万 | 1.59% | 29,144 | -686 | -2.3% | -$6.63万 | 减仓 |
| — | KRANESHARES TRUST | $273.34万 | 1.54% | 147,432 | 4,753 | 3.3% | $8.81万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $231.84万 | 1.31% | 4,778 | -281 | -5.6% | -$13.64万 | 减仓 |
| AAPL | APPLE INC | $227.89万 | 1.28% | 8,748 | 96 | 1.1% | $2.50万 | 加仓 |
| IYW | ISHARES TR | $223.37万 | 1.26% | 11,536 | -256 | -2.2% | -$4.96万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $196.09万 | 1.11% | 40,043 | -28 | -0.1% | -$1,371 | 减仓 |
| SIL | GLOBAL X FDS | $191.01万 | 1.08% | 19,967 | 7,970 | 66.4% | $76.24万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $184.71万 | 1.04% | 10,044 | -442 | -4.2% | -$8.13万 | 减仓 |
| EZU | ISHARES INC | $183.38万 | 1.03% | 27,639 | -256 | -0.9% | -$1.70万 | 减仓 |
| TSLA | TESLA INC | $175.88万 | 0.99% | 5,089 | 34 | 0.7% | $1.18万 | 加仓 |
| VLO | VALERO ENERGY CORP | $171.39万 | 0.97% | 7,290 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY COVINGTON TRUST | $170.94万 | 0.96% | 29,791 | 230 | 0.8% | $1.32万 | 加仓 |
| IAU | ISHARES GOLD TR | $161.81万 | 0.91% | 18,035 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $158.90万 | 0.90% | 16,930 | -5,438 | -24.3% | -$51.04万 | 减仓 |
| IYE | ISHARES TR | $156.36万 | 0.88% | 25,709 | -653 | -2.5% | -$3.97万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $151.06万 | 0.85% | 36,339 | 5,608 | 18.2% | $23.31万 | 加仓 |
| AMZN | AMAZON COM INC | $147.78万 | 0.83% | 6,325 | 493 | 8.5% | $11.52万 | 加仓 |
| IWF | ISHARES TR | $133.91万 | 0.75% | 3,008 | -20 | -0.7% | -$8,903 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $133.21万 | 0.75% | 68,122 | 40 | 0.1% | $782 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $131.10万 | 0.74% | 26,382 | -77 | -0.3% | -$3,826 | 减仓 |
| — | PROSHARES TR | $128.81万 | 0.73% | 107,609 | 5,718 | 5.6% | $6.84万 | 加仓 |
| SH | PROSHARES TR | $127.04万 | 0.72% | 35,007 | 1,950 | 5.9% | $7.08万 | 加仓 |
| — | PROSHARES TR | $126.31万 | 0.71% | 41,469 | 2,275 | 5.8% | $6.93万 | 加仓 |
| — | EXXON MOBIL CORP | $123.36万 | 0.70% | 7,956 | 20 | 0.3% | $3,101 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $122.28万 | 0.69% | 20,828 | -368 | -1.7% | -$2.16万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $117.08万 | 0.66% | 18,575 | -63 | -0.3% | -$3,971 | 减仓 |
| META | META PLATFORMS INC | $115.15万 | 0.65% | 1,832 | -46 | -2.4% | -$2.89万 | 减仓 |
| CVX | CHEVRON CORPORATION | $108.24万 | 0.61% | 5,686 | 11 | 0.2% | $2,094 | 加仓 |
| MSFT | MICROSOFT CORP | $107.35万 | 0.61% | 2,877 | -22 | -0.8% | -$8,209 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $97.74万 | 0.55% | 42,049 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $97.12万 | 0.55% | 6,166 | 52 | 0.9% | $8,190 | 加仓 |
| ACWI | ISHARES TR | $87.28万 | 0.49% | 6,016 | 0 | 0.0% | — | 不变 |
| NEU | NEWMARKET CORP | $79.42万 | 0.45% | 1,251 | -60 | -4.6% | -$3.81万 | 减仓 |
| IWS | ISHARES TR | $79.30万 | 0.45% | 5,210 | -145 | -2.7% | -$2.21万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $78.73万 | 0.44% | 47,459 | 47,459 | — | $78.73万 | 新建仓 |
| COP | CONOCOPHILLIPS | $78.04万 | 0.44% | 6,320 | 1 | 0.0% | $123 | 加仓 |
| IWM | ISHARES TR | $77.29万 | 0.44% | 2,951 | -37 | -1.2% | -$9,691 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $76.91万 | 0.43% | 13,415 | 215 | 1.6% | $1.23万 | 加仓 |
| GDX | VANECK ETF TRUST | $76.19万 | 0.43% | 7,747 | 145 | 1.9% | $1.43万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $71.09万 | 0.40% | 39,405 | 1,930 | 5.2% | $3.48万 | 加仓 |
| NVR | NVR INC | $70.71万 | 0.40% | 104 | 0 | 0.0% | — | 不变 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $70.69万 | 0.40% | 31,396 | 0 | 0.0% | — | 不变 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $70.67万 | 0.40% | 35,947 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $69.58万 | 0.39% | 2,185 | 1 | 0.0% | $318 | 加仓 |
| IWR | ISHARES TR | $68.15万 | 0.38% | 6,739 | 53 | 0.8% | $5,360 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $61.31万 | 0.35% | 12,266 | 500 | 4.2% | $2.50万 | 加仓 |
| WMT | WALMART INC | $60.49万 | 0.34% | 4,685 | -93 | -1.9% | -$1.20万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $60.36万 | 0.34% | 13,510 | 3,733 | 38.2% | $16.68万 | 加仓 |
| ARKK | ARK ETF TR | $59.64万 | 0.34% | 8,654 | 365 | 4.4% | $2.52万 | 加仓 |
| IYR | ISHARES TR | $58.70万 | 0.33% | 5,935 | -9,402 | -61.3% | -$92.99万 | 减仓 |
| CAT | CATERPILLAR INC | $57.85万 | 0.33% | 735 | -98 | -11.8% | -$7.71万 | 减仓 |
| GSK | GSK PLC | $56.96万 | 0.32% | 9,760 | -4 | -0.0% | -$233 | 减仓 |
| IYY | ISHARES TR | $56.76万 | 0.32% | 3,430 | -610 | -15.1% | -$10.09万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $56.71万 | 0.32% | 3,316 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $56.07万 | 0.32% | 5,745 | 2 | 0.0% | $195 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $55.75万 | 0.31% | 27,233 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $55.67万 | 0.31% | 3,456 | 0 | 0.0% | — | 不变 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $55.38万 | 0.31% | 25,316 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $52.53万 | 0.30% | 10,032 | -48 | -0.5% | -$2,513 | 减仓 |
| GDXJ | VANECK ETF TRUST | $51.16万 | 0.29% | 4,001 | 1,400 | 53.8% | $17.90万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $47.30万 | 0.27% | 11,562 | 1,145 | 11.0% | $4.68万 | 加仓 |
| ZROZ | PIMCO ETF TR | $47.25万 | 0.27% | 7,435 | -303 | -3.9% | -$1.93万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $46.23万 | 0.26% | 10,454 | -201 | -1.9% | -$8,888 | 减仓 |
| VOO | VANGUARD INDEX FDS | $45.02万 | 0.25% | 720 | 16 | 2.3% | $1.00万 | 加仓 |
| IWD | ISHARES TR | $44.89万 | 0.25% | 2,011 | -8 | -0.4% | -$1,786 | 减仓 |
| MRK | MERCK & CO INC | $44.61万 | 0.25% | 3,636 | 18 | 0.5% | $2,208 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $44.31万 | 0.25% | 1,836 | 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 |
| TT | TRANE TECHNOLOGIES PLC | $42.65万 | 0.24% | 927 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $42.04万 | 0.24% | 8,327 | 11 | 0.1% | $555 | 加仓 |
| TGT | TARGET CORP | $39.56万 | 0.22% | 3,189 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $37.24万 | 0.21% | 1,753 | 4 | 0.2% | $850 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $37.14万 | 0.21% | 1,197 | 2 | 0.2% | $621 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $37.12万 | 0.21% | 6,109 | -144 | -2.3% | -$8,750 | 减仓 |
| YUM | YUM BRANDS INC | $35.80万 | 0.20% | 2,227 | 11 | 0.5% | $1,768 | 加仓 |
| SHEL | SHELL PLC | $35.56万 | 0.20% | 3,904 | -196 | -4.8% | -$1.79万 | 减仓 |
| RTX | RTX CORPORATION | $34.18万 | 0.19% | 1,682 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $33.14万 | 0.19% | 833 | 0 | 0.0% | — | 不变 |
| SILJ | AMPLIFY ETF TR | $31.63万 | 0.18% | 10,074 | -95,882 | -90.5% | -$301.08万 | 重新持有 |
| RNST | RENASANT CORP | $31.63万 | 0.18% | 7,959 | 1 | 0.0% | $40 | 加仓 |
| VHT | VANGUARD WORLD FD | $30.96万 | 0.17% | 1,115 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $30.53万 | 0.17% | 1,290 | 140 | 12.2% | $3.31万 | 加仓 |
| ITA | ISHARES TR | $30.48万 | 0.17% | 1,315 | 40 | 3.1% | $9,271 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $29.33万 | 0.17% | 802 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $28.87万 | 0.16% | 10,540 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $28.77万 | 0.16% | 909 | -3 | -0.3% | -$950 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $28.17万 | 0.16% | 2,612 | 0 | 0.0% | — | 不变 |
| URNM | SPROTT FDS TR | $26.94万 | 0.15% | 4,169 | 82 | 2.0% | $5,298 | 加仓 |