Paladin Advisory Group, LLC
CLIVE IA · SEC CIK 0001899703
$1.31亿2026Q1 申报市值
241持仓数
40.5%前十大占比 · 第一大 6.7%
2 / 6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
IDMO 加仓+$121.38万
IDHQ 新建仓+$30.51万
IBM 加仓+$20.02万
JPST 加仓+$9.62万
VONG 加仓+$6.59万
2026Q1 卖出最多 按季末市值估算
JPIE 减仓-$58.44万
JMST 减仓-$51.87万
MDY 减仓-$31.82万
IWF 减仓-$27.29万
IVV 减仓-$26.13万
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 |
|---|---|---|---|---|---|---|---|---|
| NKE | NIKE INC | $0 | 0.00% | 0 | -960 | -100.0% | -$6.12万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -321 | -100.0% | -$1.73万 | 清仓 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | -55 | -100.0% | -$4,231 | 清仓 |
| ACWI | ISHARES TR | $0 | 0.00% | 0 | -6 | -100.0% | -$895 | 清仓 |
| FNDE | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -24 | -100.0% | -$865 | 清仓 |
| SCHC | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -2 | -100.0% | -$91 | 清仓 |
| LCID | LUCID GROUP INC | $95 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $118 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $454 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $796 | 0.00% | 9 | -64 | -87.7% | -$5,660 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1,595 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $1,789 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO EXCHANGE TRADED FD T | $2,100 | 0.00% | 16 | -29 | -64.4% | -$3,806 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $2,147 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $2,262 | 0.00% | 15 | -17 | -53.1% | -$2,564 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,324 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| LCII | LCI INDS | $2,460 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $2,624 | 0.00% | 200 | 200 | — | $2,624 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $2,625 | 0.00% | 28 | 2 | 7.7% | $188 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $3,331 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $3,432 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $3,700 | 0.00% | 31 | -9 | -22.5% | -$1,074 | 减仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $3,976 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $4,265 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $4,438 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $4,574 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| PXH | INVESCO EXCH TRADED FD TR II | $4,709 | 0.00% | 175 | -73 | -29.4% | -$1,964 | 减仓 |
| DHR | DANAHER CORP DEL | $4,740 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $4,887 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $4,951 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| RPV | INVESCO EXCHANGE TRADED FD T | $5,477 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $6,390 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $6,511 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $6,558 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| SMDV | PROSHARES TR | $6,948 | 0.01% | 101 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $7,352 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $7,710 | 0.01% | 80 | -60 | -42.9% | -$5,782 | 减仓 |
| SLYG | SPDR SERIES TRUST | $7,730 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $8,098 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $8,339 | 0.01% | 84 | -121 | -59.0% | -$1.20万 | 减仓 |
| VDE | VANGUARD WORLD FD | $8,998 | 0.01% | 52 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $9,073 | 0.01% | 141 | 1 | 0.7% | $64 | 加仓 |
| LIT | GLOBAL X FDS | $9,666 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $1.06万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.08万 | 0.01% | 142 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $1.14万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $1.15万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $1.19万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $1.33万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1.39万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $1.41万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $1.47万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $1.50万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $1.60万 | 0.01% | 250 | -50 | -16.7% | -$3,204 | 减仓 |
| QCOM | QUALCOMM INC | $1.62万 | 0.01% | 126 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $1.64万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $1.75万 | 0.01% | 630 | -134 | -17.5% | -$3,732 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1.76万 | 0.01% | 688 | -138 | -16.7% | -$3,538 | 减仓 |
| IXUS | ISHARES TR | $1.87万 | 0.01% | 215 | 62 | 40.5% | $5,382 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $1.96万 | 0.01% | 401 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $1.99万 | 0.02% | 802 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $2.05万 | 0.02% | 286 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $2.23万 | 0.02% | 169 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $2.31万 | 0.02% | 460 | 0 | 0.0% | — | 不变 |
| PAAA | PGIM ETF TR | $2.39万 | 0.02% | 467 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $2.52万 | 0.02% | 192 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $2.53万 | 0.02% | 880 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $2.55万 | 0.02% | 113 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $2.72万 | 0.02% | 353 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $2.83万 | 0.02% | 616 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $2.88万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2.93万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $2.93万 | 0.02% | 122 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $3.01万 | 0.02% | 621 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $3.05万 | 0.02% | 112 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $3.05万 | 0.02% | 136 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $3.29万 | 0.02% | 100 | -13 | -11.5% | -$4,272 | 减仓 |
| DAL | DELTA AIR LINES INC | $3.32万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $3.35万 | 0.03% | 223 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $3.39万 | 0.03% | 668 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $3.45万 | 0.03% | 142 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $3.54万 | 0.03% | 285 | -195 | -40.6% | -$2.42万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $3.56万 | 0.03% | 496 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $3.56万 | 0.03% | 171 | -101 | -37.1% | -$2.11万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $3.62万 | 0.03% | 167 | -33 | -16.5% | -$7,147 | 减仓 |
| ORCL | ORACLE CORP | $3.66万 | 0.03% | 249 | -538 | -68.4% | -$7.91万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $3.71万 | 0.03% | 925 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $3.72万 | 0.03% | 86 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $3.84万 | 0.03% | 486 | 0 | 0.0% | — | 不变 |
| LGLV | SPDR SERIES TRUST | $3.86万 | 0.03% | 217 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $3.89万 | 0.03% | 729 | -115 | -13.6% | -$6,142 | 减仓 |
| IXJ | ISHARES TR | $3.93万 | 0.03% | 420 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $3.95万 | 0.03% | 1,408 | 0 | 0.0% | — | 不变 |
| TOTL | SSGA ACTIVE ETF TR | $3.98万 | 0.03% | 1,003 | -303 | -23.2% | -$1.20万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $4.05万 | 0.03% | 449 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $4.22万 | 0.03% | 58 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $4.27万 | 0.03% | 511 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $4.31万 | 0.03% | 318 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $4.91万 | 0.04% | 345 | 71 | 25.9% | $1.01万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $4.95万 | 0.04% | 2,607 | 0 | 0.0% | — | 不变 |