Paladin Advisory Group, LLC
CLIVE IA · SEC CIK 0001899703
$1.51亿2026Q2 申报市值
243持仓数
39.4%前十大占比 · 第一大 6.9%
4 / 2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
STIP 新建仓+$203.00万
IDHQ 加仓+$14.49万
JBND 新建仓+$10.10万
IDMO 加仓+$9.05万
HONA 新建仓+$8.27万
2026Q2 卖出最多 按季末市值估算
JPST 减仓-$20.59万
QQQ 减仓-$13.33万
HON 减仓-$8.44万
EFG 减仓-$8.03万
SPY 减仓-$7.99万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VIS | VANGUARD WORLD FD | $6.59万 | 0.04% | 183 | -21 | -10.3% | -$7,568 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $6.64万 | 0.04% | 805 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $6.86万 | 0.05% | 302 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $6.89万 | 0.05% | 504 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $6.99万 | 0.05% | 251 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $7.13万 | 0.05% | 573 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $7.16万 | 0.05% | 599 | -89 | -12.9% | -$1.06万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $7.21万 | 0.05% | 1,335 | 0 | 0.0% | — | 不变 |
| WK | WORKIVA INC | $7.62万 | 0.05% | 1,570 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $7.73万 | 0.05% | 395 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $8.20万 | 0.05% | 559 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $8.27万 | 0.05% | 374 | 374 | — | $8.27万 | 新建仓 |
| HON | HONEYWELL INTL INC | $8.37万 | 0.06% | 374 | -377 | -50.2% | -$8.44万 | 减仓 |
| IR | INGERSOLL RAND INC | $8.49万 | 0.06% | 1,035 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $8.65万 | 0.06% | 807 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $8.68万 | 0.06% | 1,184 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $9.17万 | 0.06% | 955 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $9.24万 | 0.06% | 590 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $9.39万 | 0.06% | 1,390 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $9.45万 | 0.06% | 591 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $9.63万 | 0.06% | 318 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $9.72万 | 0.06% | 449 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $9.75万 | 0.06% | 792 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $9.84万 | 0.07% | 963 | 0 | 0.0% | — | 不变 |
| JBND | J P MORGAN EXCHANGE TRADED F | $10.10万 | 0.07% | 1,887 | 1,887 | — | $10.10万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $10.11万 | 0.07% | 862 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $10.14万 | 0.07% | 3,825 | 0 | 0.0% | — | 不变 |
| TIPX | SPDR SERIES TRUST | $10.36万 | 0.07% | 5,472 | -2,914 | -34.7% | -$5.52万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $10.74万 | 0.07% | 493 | -30 | -5.7% | -$6,538 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $10.76万 | 0.07% | 810 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $10.78万 | 0.07% | 1,229 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $10.82万 | 0.07% | 1,519 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $10.93万 | 0.07% | 533 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $10.98万 | 0.07% | 834 | -39 | -4.5% | -$5,132 | 减仓 |
| CMI | CUMMINS INC | $11.27万 | 0.07% | 158 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $11.31万 | 0.08% | 418 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $11.62万 | 0.08% | 858 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $11.98万 | 0.08% | 1,320 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $12.16万 | 0.08% | 401 | -20 | -4.8% | -$6,062 | 减仓 |
| IWB | ISHARES TR | $12.61万 | 0.08% | 308 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $12.95万 | 0.09% | 1,071 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $13.64万 | 0.09% | 454 | -58 | -11.3% | -$1.74万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $13.97万 | 0.09% | 754 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $14.05万 | 0.09% | 2,437 | -98 | -3.9% | -$5,652 | 减仓 |
| TSLA | TESLA INC | $14.89万 | 0.10% | 354 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $14.90万 | 0.10% | 911 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $15.03万 | 0.10% | 3,162 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $15.88万 | 0.11% | 5,795 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $16.26万 | 0.11% | 3,059 | -306 | -9.1% | -$1.63万 | 减仓 |
| MCK | MCKESSON CORP | $16.32万 | 0.11% | 216 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $16.53万 | 0.11% | 169 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $17.52万 | 0.12% | 2,034 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $17.73万 | 0.12% | 804 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $17.97万 | 0.12% | 3,471 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $18.07万 | 0.12% | 7,080 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $18.29万 | 0.12% | 1,111 | -41 | -3.6% | -$6,749 | 减仓 |
| MRK | MERCK & CO INC | $18.99万 | 0.13% | 1,478 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $19.71万 | 0.13% | 2,385 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $20.84万 | 0.14% | 800 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $21.13万 | 0.14% | 1,011 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $21.73万 | 0.14% | 616 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $21.95万 | 0.15% | 2,351 | -115 | -4.7% | -$1.07万 | 减仓 |
| IWR | ISHARES TR | $22.05万 | 0.15% | 1,999 | -62 | -3.0% | -$6,840 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $22.61万 | 0.15% | 9,550 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $23.01万 | 0.15% | 2,387 | -173 | -6.8% | -$1.67万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $23.67万 | 0.16% | 234 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.77万 | 0.16% | 475 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $23.86万 | 0.16% | 882 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $23.88万 | 0.16% | 2,484 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $24.31万 | 0.16% | 5,181 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $25.03万 | 0.17% | 2,326 | -60 | -2.5% | -$6,457 | 减仓 |
| RTX | RTX CORPORATION | $26.20万 | 0.17% | 1,381 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $26.29万 | 0.17% | 3,174 | -202 | -6.0% | -$1.67万 | 减仓 |
| V | VISA INC | $26.42万 | 0.18% | 770 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $27.12万 | 0.18% | 1,518 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $28.25万 | 0.19% | 302 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $28.25万 | 0.19% | 663 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $28.68万 | 0.19% | 3,215 | 822 | 34.4% | $7.33万 | 加仓 |
| EFV | ISHARES TR | $30.07万 | 0.20% | 3,928 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $32.10万 | 0.21% | 5,314 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $33.01万 | 0.22% | 1,174 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $33.31万 | 0.22% | 3,258 | -186 | -5.4% | -$1.90万 | 减仓 |
| GOVT | ISHARES TR | $33.36万 | 0.22% | 14,646 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $34.01万 | 0.23% | 998 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $36.15万 | 0.24% | 500 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $37.03万 | 0.25% | 2,529 | -45 | -1.7% | -$6,588 | 减仓 |
| LLY | ELI LILLY & CO | $38.02万 | 0.25% | 317 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $38.77万 | 0.26% | 11,458 | -155 | -1.3% | -$5,245 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $40.03万 | 0.27% | 815 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $40.86万 | 0.27% | 7,171 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $44.22万 | 0.29% | 785 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $49.60万 | 0.33% | 1,259 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $52.13万 | 0.35% | 4,381 | 8 | 0.2% | $952 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $52.19万 | 0.35% | 11,941 | 3,314 | 38.4% | $14.49万 | 加仓 |
| ILCG | ISHARES TR | $52.54万 | 0.35% | 4,490 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $57.65万 | 0.38% | 1,565 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $58.16万 | 0.39% | 6,618 | -104 | -1.5% | -$9,140 | 减仓 |
| APH | AMPHENOL CORP | $60.37万 | 0.40% | 3,424 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $61.68万 | 0.41% | 1,484 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $62.22万 | 0.41% | 3,938 | 0 | 0.0% | — | 不变 |