Paragon Advisors, LLC
COLLEGE STATION TX · SEC CIK 0001799719
$4.76亿2026Q2 申报市值
77持仓数
58.3%前十大占比 · 第一大 28.9%
6 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
QQQM 加仓+$5,044.81万
BTC 加仓+$604.41万
PANW 新建仓+$367.01万
ASML 加仓+$213.06万
TSLA 加仓+$200.08万
2026Q2 卖出最多 按季末市值估算
TQQQ 减仓-$1,841.55万
JPST 减仓-$898.97万
FICO 清仓-$460.00万
NOW 减仓-$251.21万
NVDA 减仓-$196.37万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | $1.38亿 | 28.91% | 454,343 | 166,512 | 57.9% | $5,044.81万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $3,389.96万 | 7.12% | 1,306,342 | 232,912 | 21.7% | $604.41万 | 加仓 |
| TQQQ | PROSHARES TR | $1,994.86万 | 4.19% | 246,279 | -227,352 | -48.0% | -$1,841.55万 | 减仓 |
| AVGO | BROADCOM INC | $1,739.01万 | 3.65% | 46,036 | 431 | 0.9% | $16.28万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,425.27万 | 2.99% | 29,844 | -1,987 | -6.2% | -$94.89万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,421.04万 | 2.98% | 71,020 | -9,814 | -12.1% | -$196.37万 | 减仓 |
| ASML | ASML HLDG NV | $1,086.99万 | 2.28% | 5,464 | 1,071 | 24.4% | $213.06万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,006.02万 | 2.11% | 26,970 | 931 | 3.6% | $34.73万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $985.40万 | 2.07% | 195,168 | -1,242 | -0.6% | -$6.27万 | 减仓 |
| ZROZ | PIMCO ETF TR | $951.46万 | 2.00% | 148,433 | 5,024 | 3.5% | $32.20万 | 加仓 |
| GOOGL | ALPHABET INC | $948.25万 | 1.99% | 26,534 | 2,245 | 9.2% | $80.23万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $914.93万 | 1.92% | 21,114 | 3,900 | 22.7% | $169.00万 | 加仓 |
| ALAB | ASTERA LABS INC | $735.88万 | 1.55% | 15,235 | -3,416 | -18.3% | -$165.00万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $729.31万 | 1.53% | 73,594 | -78 | -0.1% | -$7,730 | 减仓 |
| ANET | ARISTA NETWORKS INC | $712.43万 | 1.50% | 41,937 | 561 | 1.4% | $9.53万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $702.55万 | 1.48% | 165,969 | 1,717 | 1.0% | $7.27万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $674.16万 | 1.42% | 164,030 | 4,120 | 2.6% | $16.93万 | 加仓 |
| AMZN | AMAZON COM INC | $662.42万 | 1.39% | 27,793 | 201 | 0.7% | $4.79万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $653.10万 | 1.37% | 8,558 | -1,532 | -15.2% | -$116.91万 | 减仓 |
| IGM | ISHARES TR | $627.58万 | 1.32% | 38,366 | 397 | 1.0% | $6.49万 | 加仓 |
| META | META PLATFORMS INC | $606.66万 | 1.27% | 10,770 | 853 | 8.6% | $48.05万 | 加仓 |
| AUR | AURORA INNOVATION INC | $599.60万 | 1.26% | 879,179 | 33,832 | 4.0% | $23.07万 | 加仓 |
| APH | AMPHENOL CORP | $544.99万 | 1.14% | 30,909 | 4,728 | 18.1% | $83.36万 | 加仓 |
| SMH | VANECK ETF TRUST | $491.10万 | 1.03% | 7,488 | -113 | -1.5% | -$7.41万 | 减仓 |
| LLY | ELI LILLY & CO | $484.21万 | 1.02% | 4,037 | -929 | -18.7% | -$111.43万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $465.44万 | 0.98% | 3,367 | 211 | 6.7% | $29.17万 | 加仓 |
| TSLA | TESLA INC | $434.14万 | 0.91% | 10,322 | 4,757 | 85.5% | $200.08万 | 加仓 |
| MOAT | VANECK ETF TRUST | $424.51万 | 0.89% | 40,834 | 2,564 | 6.7% | $26.66万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $367.01万 | 0.77% | 10,762 | 10,762 | — | $367.01万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $363.38万 | 0.76% | 29,126 | 2,043 | 7.5% | $25.49万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $361.84万 | 0.76% | 15,139 | -3,729 | -19.8% | -$89.13万 | 减仓 |
| VEEV | VEEVA SYS INC | $358.52万 | 0.75% | 20,202 | 6,433 | 46.7% | $114.17万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $347.81万 | 0.73% | 68,778 | -177,768 | -72.1% | -$898.97万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $331.15万 | 0.70% | 69,937 | -9,260 | -11.7% | -$43.85万 | 减仓 |
| FIX | COMFORT SYS USA INC | $323.45万 | 0.68% | 1,632 | -323 | -16.5% | -$64.02万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $319.20万 | 0.67% | 70,169 | -11,695 | -14.3% | -$53.20万 | 减仓 |
| USHY | ISHARES TR | $310.11万 | 0.65% | 83,767 | -18,608 | -18.2% | -$68.89万 | 减仓 |
| IGV | ISHARES TR | $309.69万 | 0.65% | 34,183 | 2,399 | 7.5% | $21.73万 | 加仓 |
| EMB | ISHARES TR | $295.11万 | 0.62% | 30,600 | -9,308 | -23.3% | -$89.77万 | 减仓 |
| NOW | SERVICENOW INC | $291.86万 | 0.61% | 29,398 | -25,303 | -46.3% | -$251.21万 | 减仓 |
| GEV | GE VERNOVA INC | $284.79万 | 0.60% | 2,424 | -295 | -10.8% | -$34.66万 | 减仓 |
| CAT | CATERPILLAR INC | $282.31万 | 0.59% | 2,651 | -631 | -19.2% | -$67.20万 | 减仓 |
| IAGG | ISHARES TR | $278.95万 | 0.59% | 55,129 | -21,319 | -27.9% | -$107.87万 | 减仓 |
| IXP | ISHARES TR | $276.09万 | 0.58% | 24,466 | 2,028 | 9.0% | $22.89万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $274.45万 | 0.58% | 8,197 | -3,380 | -29.2% | -$113.17万 | 减仓 |
| MELI | MERCADOLIBRE INC | $250.03万 | 0.53% | 1,473 | 16 | 1.1% | $2.72万 | 加仓 |
| APP | APPLOVIN CORP | $240.56万 | 0.51% | 4,669 | -2,000 | -30.0% | -$103.05万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $220.05万 | 0.46% | 18,861 | -4,032 | -17.6% | -$47.04万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $218.63万 | 0.46% | 21,216 | 1,981 | 10.3% | $20.41万 | 加仓 |
| CTAS | CINTAS CORP | $216.33万 | 0.45% | 12,719 | 1,681 | 15.2% | $28.59万 | 加仓 |
| AAPL | APPLE INC | $205.82万 | 0.43% | 7,113 | 1,118 | 18.6% | $32.35万 | 加仓 |
| NET | CLOUDFLARE INC | $202.94万 | 0.43% | 8,274 | 7,200 | 670.4% | $176.60万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $188.54万 | 0.40% | 51,288 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $176.18万 | 0.37% | 28,325 | 866 | 3.2% | $5.39万 | 加仓 |
| QQQ | INVESCO QQQ TR | $172.29万 | 0.36% | 2,340 | 502 | 27.3% | $36.96万 | 加仓 |
| PGR | PROGRESSIVE CORP | $153.02万 | 0.32% | 7,005 | -3,952 | -36.1% | -$86.33万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $95.62万 | 0.20% | 1,646 | 484 | 41.7% | $28.12万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $84.87万 | 0.18% | 1,696 | -24 | -1.4% | -$1.20万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.16% | 1 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $45.32万 | 0.10% | 660 | -421 | -38.9% | -$28.91万 | 减仓 |
| FFIN | FIRST FINL BANKSHARES INC | $42.38万 | 0.09% | 12,249 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $41.04万 | 0.09% | 1,109 | 101 | 10.0% | $3.74万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $39.50万 | 0.08% | 6,849 | 269 | 4.1% | $1.55万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $38.32万 | 0.08% | 1,113 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $35.81万 | 0.08% | 972 | 68 | 7.5% | $2.50万 | 加仓 |
| GLDM | WORLD GOLD TR | $31.42万 | 0.07% | 3,956 | -77 | -1.9% | -$6,115 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $30.15万 | 0.06% | 5,960 | 5,960 | — | $30.15万 | 新建仓 |
| SGOL | ETFS GOLD TR | $29.98万 | 0.06% | 7,841 | -35 | -0.4% | -$1,338 | 减仓 |
| AVMV | AMERICAN CENTY ETF TR | $29.93万 | 0.06% | 3,716 | 0 | 0.0% | — | 不变 |
| EDV | VANGUARD WORLD FD | $27.26万 | 0.06% | 4,188 | -5,312 | -55.9% | -$34.57万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $27.09万 | 0.06% | 3,169 | 3,169 | — | $27.09万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $25.27万 | 0.05% | 5,218 | 5,218 | — | $25.27万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $25.03万 | 0.05% | 2,905 | -1,013 | -25.9% | -$8.73万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $24.27万 | 0.05% | 1,546 | 1,546 | — | $24.27万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $24.14万 | 0.05% | 2,882 | -23 | -0.8% | -$1,926 | 减仓 |
| IVV | ISHARES TR | $23.06万 | 0.05% | 308 | 308 | — | $23.06万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $20.79万 | 0.04% | 2,330 | -580 | -19.9% | -$5.17万 | 重新持有 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -4,309 | -100.0% | -$460.00万 | 清仓 |
| VNLA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -34,195 | -100.0% | -$167.08万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $0 | 0.00% | 0 | -1,384 | -100.0% | -$90.01万 | 清仓 |
| AVUS | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -2,061 | -100.0% | -$22.91万 | 清仓 |
| SIVR | ABRDN SILVER ETF TRUST | $0 | 0.00% | 0 | -2,894 | -100.0% | -$20.72万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -618 | -100.0% | -$20.32万 | 清仓 |