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 |
|---|---|---|---|---|---|---|---|---|
| VCR | VANGUARD WORLD FD | $5.03万 | 0.04% | 140 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $5.23万 | 0.04% | 653 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $5.47万 | 0.04% | 373 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $5.50万 | 0.04% | 898 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $6.00万 | 0.05% | 86 | 0 | 0.0% | — | 不变 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $6.10万 | 0.05% | 805 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $6.37万 | 0.05% | 204 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $6.38万 | 0.05% | 302 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $6.43万 | 0.05% | 784 | 0 | 0.0% | — | 不变 |
| IYE | ISHARES TR | $6.64万 | 0.05% | 1,025 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $6.67万 | 0.05% | 1,184 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $6.68万 | 0.05% | 251 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $7.05万 | 0.05% | 1,335 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $7.83万 | 0.06% | 395 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $8.07万 | 0.06% | 559 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $8.23万 | 0.06% | 1,390 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $8.29万 | 0.06% | 1,035 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $8.50万 | 0.06% | 158 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $8.55万 | 0.07% | 504 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $8.63万 | 0.07% | 963 | -34 | -3.4% | -$3,046 | 减仓 |
| BA | BOEING CO | $8.94万 | 0.07% | 449 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $8.95万 | 0.07% | 807 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $9.19万 | 0.07% | 591 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $9.23万 | 0.07% | 810 | 0 | 0.0% | — | 不变 |
| WK | WORKIVA INC | $9.36万 | 0.07% | 1,570 | -287 | -15.5% | -$1.71万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $9.39万 | 0.07% | 862 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $9.73万 | 0.07% | 1,519 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $10.18万 | 0.08% | 3,825 | -875 | -18.6% | -$2.33万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $10.26万 | 0.08% | 523 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $10.55万 | 0.08% | 873 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $10.98万 | 0.08% | 308 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $11.01万 | 0.08% | 590 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $11.03万 | 0.08% | 421 | -44 | -9.5% | -$1.15万 | 减仓 |
| EFAV | ISHARES TR | $11.23万 | 0.09% | 1,229 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $11.36万 | 0.09% | 573 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $11.73万 | 0.09% | 1,071 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $11.98万 | 0.09% | 955 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $12.19万 | 0.09% | 754 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $12.25万 | 0.09% | 2,535 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $12.46万 | 0.09% | 792 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $12.70万 | 0.10% | 512 | 237 | 86.2% | $5.88万 | 加仓 |
| ADBE | ADOBE INC | $12.96万 | 0.10% | 533 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $12.98万 | 0.10% | 3,162 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $13.00万 | 0.10% | 418 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $13.16万 | 0.10% | 354 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $13.32万 | 0.10% | 858 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $13.55万 | 0.10% | 1,320 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $14.81万 | 0.11% | 339 | -3 | -0.9% | -$1,310 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $15.13万 | 0.12% | 169 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $15.72万 | 0.12% | 911 | -326 | -26.4% | -$5.63万 | 减仓 |
| HDV | ISHARES TR | $15.73万 | 0.12% | 1,159 | 0 | 0.0% | — | 不变 |
| TIPX | SPDR SERIES TRUST | $16.09万 | 0.12% | 8,386 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $16.28万 | 0.12% | 3,471 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $16.64万 | 0.13% | 1,011 | -145 | -12.5% | -$2.39万 | 减仓 |
| IWS | ISHARES TR | $16.79万 | 0.13% | 1,152 | 85 | 8.0% | $1.24万 | 加仓 |
| — | HONEYWELL INTL INC | $16.97万 | 0.13% | 751 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $17.09万 | 0.13% | 500 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $17.78万 | 0.14% | 1,478 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $17.91万 | 0.14% | 3,365 | -103 | -3.0% | -$5,482 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $18.00万 | 0.14% | 2,484 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $18.14万 | 0.14% | 7,080 | -2,481 | -25.9% | -$6.36万 | 减仓 |
| MCK | MCKESSON CORP | $18.69万 | 0.14% | 216 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $18.99万 | 0.14% | 2,385 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $19.00万 | 0.14% | 804 | -107 | -11.7% | -$2.53万 | 减仓 |
| VLO | VALERO ENERGY CORP | $19.77万 | 0.15% | 800 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $19.80万 | 0.15% | 234 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $20.04万 | 0.15% | 2,061 | -2,676 | -56.5% | -$26.02万 | 减仓 |
| HD | HOME DEPOT INC | $20.26万 | 0.15% | 616 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $20.30万 | 0.15% | 2,393 | 348 | 17.0% | $2.95万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $20.52万 | 0.16% | 9,550 | -993 | -9.4% | -$2.13万 | 减仓 |
| GL | GLOBE LIFE INC | $21.13万 | 0.16% | 1,518 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $21.81万 | 0.17% | 2,466 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $22.02万 | 0.17% | 5,181 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $22.70万 | 0.17% | 2,560 | 12 | 0.5% | $1,064 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.76万 | 0.17% | 475 | -115 | -19.5% | -$5.51万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $22.96万 | 0.17% | 882 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $23.27万 | 0.18% | 770 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $23.55万 | 0.18% | 3,376 | -1,474 | -30.4% | -$10.28万 | 减仓 |
| ETN | EATON CORP PLC | $23.71万 | 0.18% | 663 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $25.33万 | 0.19% | 2,386 | 7 | 0.3% | $743 | 加仓 |
| RTX | RTX CORPORATION | $26.64万 | 0.20% | 1,381 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $27.64万 | 0.21% | 5,314 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.46万 | 0.22% | 1,174 | 826 | 237.4% | $20.02万 | 加仓 |
| LLY | ELI LILLY & CO | $29.16万 | 0.22% | 317 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $29.20万 | 0.22% | 3,928 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $30.09万 | 0.23% | 302 | 0 | 0.0% | — | 不变 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $30.51万 | 0.23% | 8,627 | 8,627 | — | $30.51万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $32.53万 | 0.25% | 998 | -200 | -16.7% | -$6.52万 | 减仓 |
| IYR | ISHARES TR | $32.57万 | 0.25% | 3,444 | -250 | -6.8% | -$2.36万 | 减仓 |
| IWP | ISHARES TR | $32.98万 | 0.25% | 2,574 | -218 | -7.8% | -$2.79万 | 减仓 |
| GOVT | ISHARES TR | $33.55万 | 0.26% | 14,646 | -777 | -5.0% | -$1.78万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $33.83万 | 0.26% | 11,613 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $33.96万 | 0.26% | 815 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $34.96万 | 0.27% | 7,171 | -591 | -7.6% | -$2.88万 | 减仓 |
| IWO | ISHARES TR | $39.51万 | 0.30% | 1,259 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $40.16万 | 0.31% | 1,484 | -21 | -1.4% | -$5,682 | 减仓 |
| SPYG | SPDR SERIES TRUST | $42.82万 | 0.33% | 4,373 | -269 | -5.8% | -$2.63万 | 减仓 |
| ILCG | ISHARES TR | $42.87万 | 0.33% | 4,490 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $43.26万 | 0.33% | 3,424 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $44.91万 | 0.34% | 785 | 0 | 0.0% | — | 不变 |