Paradigm, Strategies in Wealth Management, LLC
Maple Grove MN · SEC CIK 0001859579
$1.47亿2026Q1 申报市值
55持仓数
74.0%前十大占比 · 第一大 13.3%
5 / 1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
IBCA 加仓+$182.41万
JIVE 新建仓+$57.41万
EQWL 新建仓+$53.81万
JEPQ 加仓+$51.72万
ISHARES TR 新建仓+$34.04万
2026Q1 卖出最多 按季末市值估算
JPST 减仓-$162.75万
HEFA 减仓-$160.96万
SCHD 减仓-$139.09万
IJR 减仓-$115.05万
SCHG 减仓-$90.90万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | $1,963.00万 | 13.32% | 639,830 | -45,336 | -6.6% | -$139.09万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,906.22万 | 12.93% | 654,383 | -31,204 | -4.6% | -$90.90万 | 减仓 |
| HEFA | ISHARES TR | $1,685.74万 | 11.44% | 396,691 | -37,877 | -8.7% | -$160.96万 | 减仓 |
| IJR | ISHARES TR | $1,623.17万 | 11.01% | 130,575 | -9,255 | -6.6% | -$115.05万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,321.66万 | 8.97% | 261,146 | -32,158 | -11.0% | -$162.75万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $767.83万 | 5.21% | 310,234 | -8,763 | -2.7% | -$21.69万 | 减仓 |
| IBDZ | ISHARES TR | $509.11万 | 3.45% | 195,359 | -21,454 | -9.9% | -$55.91万 | 减仓 |
| IBCA | ISHARES TR | $380.45万 | 2.58% | 148,383 | 71,144 | 92.1% | $182.41万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $378.64万 | 2.57% | 26,215 | 3 | 0.0% | $433 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $376.41万 | 2.55% | 5,788 | -143 | -2.4% | -$9.30万 | 减仓 |
| AAPL | APPLE INC | $370.19万 | 2.51% | 14,587 | -925 | -6.0% | -$23.47万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $310.15万 | 2.10% | 100,178 | -7,713 | -7.1% | -$23.88万 | 减仓 |
| IBDX | ISHARES TR | $304.71万 | 2.07% | 120,584 | -7,617 | -5.9% | -$19.25万 | 减仓 |
| IBDT | ISHARES TR | $257.60万 | 1.75% | 101,696 | -7,929 | -7.2% | -$20.08万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $175.44万 | 1.19% | 2,845 | -84 | -2.9% | -$5.18万 | 减仓 |
| IBDU | ISHARES TR | $146.01万 | 0.99% | 62,774 | -1,112 | -1.7% | -$2.59万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $141.72万 | 0.96% | 25,526 | 9,315 | 57.5% | $51.72万 | 加仓 |
| IBDV | ISHARES TR | $136.95万 | 0.93% | 62,562 | -3,295 | -5.0% | -$7.21万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $134.06万 | 0.91% | 23,652 | -139 | -0.6% | -$7,878 | 减仓 |
| IBDS | ISHARES TR | $133.99万 | 0.91% | 55,277 | -5,606 | -9.2% | -$13.59万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $128.28万 | 0.87% | 25,163 | -6,865 | -21.4% | -$35.00万 | 减仓 |
| IBDW | ISHARES TR | $125.71万 | 0.85% | 60,064 | -2,545 | -4.1% | -$5.33万 | 减仓 |
| IBDY | ISHARES TR | $121.39万 | 0.82% | 46,958 | 2,671 | 6.0% | $6.90万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $81.90万 | 0.56% | 1,709 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $81.60万 | 0.55% | 28,061 | -2,070 | -6.9% | -$6.02万 | 减仓 |
| AIQ | GLOBAL X FDS | $71.24万 | 0.48% | 15,264 | 159 | 1.1% | $7,421 | 加仓 |
| AMZN | AMAZON COM INC | $71.17万 | 0.48% | 3,417 | 287 | 9.2% | $5.98万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $62.76万 | 0.43% | 13,677 | 9 | 0.1% | $413 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $61.43万 | 0.42% | 616 | 0 | 0.0% | — | 不变 |
| IBMQ | ISHARES TR | $57.58万 | 0.39% | 22,554 | 0 | 0.0% | — | 不变 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $57.41万 | 0.39% | 6,704 | 6,704 | — | $57.41万 | 新建仓 |
| IWB | ISHARES TR | $56.05万 | 0.38% | 1,572 | -26 | -1.6% | -$9,271 | 减仓 |
| NVDA | NVIDIA CORPORATION | $53.84万 | 0.37% | 3,087 | -5 | -0.2% | -$872 | 减仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $53.81万 | 0.37% | 4,669 | 4,669 | — | $53.81万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $46.13万 | 0.31% | 996 | 0 | 0.0% | — | 不变 |
| IBMR | ISHARES TR | $45.62万 | 0.31% | 17,997 | 449 | 2.6% | $1.14万 | 加仓 |
| IBDR | ISHARES TR | $44.72万 | 0.30% | 18,449 | -31,561 | -63.1% | -$76.50万 | 减仓 |
| IWF | ISHARES TR | $41.49万 | 0.28% | 973 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $40.11万 | 0.27% | 1,395 | -119 | -7.9% | -$3.42万 | 减仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $38.51万 | 0.26% | 18,606 | 2,294 | 14.1% | $4.75万 | 加仓 |
| IBMS | ISHARES TR | $36.16万 | 0.25% | 13,998 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $34.04万 | 0.23% | 13,264 | 13,264 | — | $34.04万 | 新建仓 |
| IVE | ISHARES TR | $33.36万 | 0.23% | 1,580 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $30.94万 | 0.21% | 2,735 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $29.02万 | 0.20% | 503 | -103 | -17.0% | -$5.94万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $26.10万 | 0.18% | 2,759 | 9 | 0.3% | $851 | 加仓 |
| MSFT | MICROSOFT CORP | $25.02万 | 0.17% | 676 | 676 | — | $25.02万 | 新建仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $24.50万 | 0.17% | 3,080 | 3,080 | — | $24.50万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $23.54万 | 0.16% | 345 | 0 | 0.0% | — | 重新持有 |
| IJH | ISHARES TR | $23.53万 | 0.16% | 3,484 | 8 | 0.2% | $540 | 加仓 |
| MO | ALTRIA GROUP INC | $22.61万 | 0.15% | 3,426 | 26 | 0.8% | $1,716 | 重新持有 |
| T | AT&T INC | $22.46万 | 0.15% | 7,748 | -466 | -5.7% | -$1.35万 | 重新持有 |
| IBMP | ISHARES TR | $22.42万 | 0.15% | 8,814 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $21.58万 | 0.15% | 797 | 76 | 10.5% | $2.06万 | 加仓 |
| — | MICROVISION INC DEL | $1.67万 | 0.01% | 26,000 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -1,431 | -100.0% | -$20.54万 | 清仓 |