Paradigm, Strategies in Wealth Management, LLC
Maple Grove MN · SEC CIK 0001859579
$1.64亿2026Q2 申报市值
61持仓数
71.4%前十大占比 · 第一大 13.4%
9 / 4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
EQWL 加仓+$141.16万
JIVE 加仓+$120.73万
IBCA 加仓+$117.94万
JTEK 加仓+$102.82万
VOO 新建仓+$69.85万
2026Q2 卖出最多 按季末市值估算
IBDZ 减仓-$103.37万
SCHD 减仓-$94.47万
JPST 减仓-$81.84万
HEFA 减仓-$73.79万
IBDR 清仓-$44.72万
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 |
|---|---|---|---|---|---|---|---|---|
| IBDR | ISHARES TR | $0 | 0.00% | 0 | -18,449 | -100.0% | -$44.72万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -345 | -100.0% | -$23.54万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -7,748 | -100.0% | -$22.46万 | 清仓 |
| IBMP | ISHARES TR | $0 | 0.00% | 0 | -8,814 | -100.0% | -$22.42万 | 清仓 |
| — | MICROVISION INC DEL | $8,502 | 0.01% | 26,000 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $20.11万 | 0.12% | 1,392 | 1,392 | — | $20.11万 | 新建仓 |
| IWV | ISHARES TR | $20.23万 | 0.12% | 474 | 474 | — | $20.23万 | 新建仓 |
| LLY | ELI LILLY & CO | $20.99万 | 0.13% | 175 | 175 | — | $20.99万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $21.70万 | 0.13% | 1,368 | 11 | 0.8% | $1,745 | 重新持有 |
| CVIE | MORGAN STANLEY ETF TRUST | $22.31万 | 0.14% | 2,624 | 2,624 | — | $22.31万 | 新建仓 |
| MSFT | MICROSOFT CORP | $25.53万 | 0.16% | 684 | 8 | 1.2% | $2,985 | 加仓 |
| GOOG | ALPHABET INC | $25.63万 | 0.16% | 725 | 725 | — | $25.63万 | 新建仓 |
| MO | ALTRIA GROUP INC | $26.94万 | 0.16% | 3,745 | 319 | 9.3% | $2.30万 | 加仓 |
| IJH | ISHARES TR | $27.70万 | 0.17% | 3,592 | 108 | 3.1% | $8,328 | 加仓 |
| SLYV | SPDR SERIES TRUST | $29.61万 | 0.18% | 2,713 | -46 | -1.7% | -$5,020 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $32.14万 | 0.20% | 773 | -24 | -3.0% | -$9,980 | 减仓 |
| TSLA | TESLA INC | $34.78万 | 0.21% | 827 | 827 | — | $34.78万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $35.11万 | 0.21% | 477 | -26 | -5.2% | -$1.91万 | 减仓 |
| IVE | ISHARES TR | $35.88万 | 0.22% | 1,580 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $36.64万 | 0.22% | 2,664 | -71 | -2.6% | -$9,765 | 减仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $38.90万 | 0.24% | 18,823 | 217 | 1.2% | $4,484 | 加仓 |
| IBMS | ISHARES TR | $42.91万 | 0.26% | 16,585 | 2,587 | 18.5% | $6.69万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $43.27万 | 0.26% | 567 | 567 | — | $43.27万 | 新建仓 |
| — | LEGACY ED INC | $48.14万 | 0.29% | 40,933 | 40,933 | — | $48.14万 | 新建仓 |
| IWF | ISHARES TR | $48.33万 | 0.29% | 3,892 | 0 | 0.0% | — | 不变 |
| IBMR | ISHARES TR | $51.21万 | 0.31% | 20,170 | 2,173 | 12.1% | $5.52万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $51.35万 | 0.31% | 983 | -13 | -1.3% | -$6,791 | 减仓 |
| — | ISHARES TR | $51.36万 | 0.31% | 19,906 | 6,642 | 50.1% | $17.14万 | 加仓 |
| GOOGL | ALPHABET INC | $51.54万 | 0.31% | 1,442 | 47 | 3.4% | $1.68万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $55.34万 | 0.34% | 592 | -24 | -3.9% | -$2.24万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $62.05万 | 0.38% | 13,685 | 8 | 0.1% | $363 | 加仓 |
| IBMQ | ISHARES TR | $62.70万 | 0.38% | 24,511 | 1,957 | 8.7% | $5.01万 | 加仓 |
| IWB | ISHARES TR | $64.37万 | 0.39% | 1,572 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $69.85万 | 0.43% | 1,017 | 1,017 | — | $69.85万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $70.82万 | 0.43% | 3,539 | 452 | 14.6% | $9.04万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $85.52万 | 0.52% | 1,709 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $91.78万 | 0.56% | 3,851 | 434 | 12.7% | $10.34万 | 加仓 |
| AIQ | GLOBAL X FDS | $99.81万 | 0.61% | 15,212 | -52 | -0.3% | -$3,412 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $102.03万 | 0.62% | 28,240 | 179 | 0.6% | $6,467 | 加仓 |
| IBDS | ISHARES TR | $107.84万 | 0.66% | 44,524 | -10,753 | -19.5% | -$26.04万 | 减仓 |
| IBDW | ISHARES TR | $119.71万 | 0.73% | 57,443 | -2,621 | -4.4% | -$5.46万 | 减仓 |
| IBDY | ISHARES TR | $124.38万 | 0.76% | 48,312 | 1,354 | 2.9% | $3.49万 | 加仓 |
| IBDV | ISHARES TR | $133.68万 | 0.81% | 61,323 | -1,239 | -2.0% | -$2.70万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $136.93万 | 0.83% | 24,243 | 591 | 2.5% | $3.34万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $137.18万 | 0.84% | 12,297 | 9,217 | 299.3% | $102.82万 | 加仓 |
| IBDU | ISHARES TR | $146.92万 | 0.90% | 63,437 | 663 | 1.1% | $1.54万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $153.94万 | 0.94% | 25,047 | -479 | -1.9% | -$2.94万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $161.40万 | 0.98% | 31,646 | 6,483 | 25.8% | $33.06万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $182.38万 | 1.11% | 19,834 | 13,130 | 195.9% | $120.73万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $195.96万 | 1.19% | 2,786 | -59 | -2.1% | -$4.15万 | 减仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $201.40万 | 1.23% | 15,610 | 10,941 | 234.3% | $141.16万 | 加仓 |
| IBDT | ISHARES TR | $224.60万 | 1.37% | 88,949 | -12,747 | -12.5% | -$32.19万 | 减仓 |
| IBDX | ISHARES TR | $292.68万 | 1.78% | 116,188 | -4,396 | -3.6% | -$11.07万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $379.18万 | 2.31% | 102,844 | 2,666 | 2.7% | $9.83万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $384.45万 | 2.34% | 26,217 | 2 | 0.0% | $293 | 加仓 |
| IBDZ | ISHARES TR | $405.54万 | 2.47% | 155,677 | -39,682 | -20.3% | -$103.37万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $427.36万 | 2.60% | 5,723 | -65 | -1.1% | -$4.85万 | 减仓 |
| AAPL | APPLE INC | $429.76万 | 2.62% | 14,852 | 265 | 1.8% | $7.67万 | 加仓 |
| IBCA | ISHARES TR | $497.95万 | 3.03% | 194,436 | 46,053 | 31.0% | $117.94万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $859.48万 | 5.24% | 310,280 | 46 | 0.0% | $1,274 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,238.78万 | 7.55% | 244,963 | -16,183 | -6.2% | -$81.84万 | 减仓 |
| HEFA | ISHARES TR | $1,787.68万 | 10.89% | 380,965 | -15,726 | -4.0% | -$73.79万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,934.43万 | 11.79% | 610,039 | -29,791 | -4.7% | -$94.47万 | 减仓 |
| IJR | ISHARES TR | $1,943.71万 | 11.84% | 131,057 | 482 | 0.4% | $7.15万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,196.89万 | 13.39% | 649,198 | -5,185 | -0.8% | -$17.55万 | 减仓 |