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 |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | $66.18万 | 0.44% | 8,583 | -273 | -3.1% | -$2.11万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $68.11万 | 0.45% | 13,466 | 50 | 0.4% | $2,529 | 加仓 |
| VXUS | VANGUARD STAR FDS | $69.90万 | 0.46% | 8,176 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $72.03万 | 0.48% | 22,714 | -198 | -0.9% | -$6,279 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $74.82万 | 0.50% | 5,854 | -37 | -0.6% | -$4,729 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $81.31万 | 0.54% | 4,268 | -62 | -1.4% | -$1.18万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $84.05万 | 0.56% | 1,760 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $84.23万 | 0.56% | 1,640 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $87.46万 | 0.58% | 15,574 | -94 | -0.6% | -$5,279 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $94.17万 | 0.63% | 2,877 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $119.68万 | 0.79% | 15,791 | 2 | 0.0% | $152 | 加仓 |
| EFA | ISHARES TR | $129.90万 | 0.86% | 12,505 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $132.42万 | 0.88% | 25,964 | -558 | -2.1% | -$2.85万 | 减仓 |
| MSFT | MICROSOFT CORP | $138.73万 | 0.92% | 3,719 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $143.51万 | 0.95% | 3,799 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $150.67万 | 1.00% | 10,159 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $152.78万 | 1.01% | 30,320 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $183.78万 | 1.22% | 7,711 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $191.63万 | 1.27% | 15,402 | -645 | -4.0% | -$8.03万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $194.50万 | 1.29% | 2,832 | 23 | 0.8% | $1.58万 | 加仓 |
| STIP | ISHARES TR | $203.00万 | 1.35% | 19,871 | 19,871 | — | $203.00万 | 新建仓 |
| GOOG | ALPHABET INC | $207.48万 | 1.38% | 5,872 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $209.11万 | 1.39% | 10,451 | 0 | 0.0% | — | 不变 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $244.33万 | 1.62% | 61,747 | 1,300 | 2.2% | $5.14万 | 加仓 |
| IEFA | ISHARES TR | $246.10万 | 1.63% | 25,481 | -90 | -0.4% | -$8,692 | 减仓 |
| MUNI | PIMCO ETF TR | $249.14万 | 1.65% | 47,365 | -118 | -0.2% | -$6,207 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $288.53万 | 1.92% | 65,530 | 422 | 0.6% | $1.86万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $332.89万 | 2.21% | 4,733 | -1 | -0.0% | -$703 | 减仓 |
| GOOGL | ALPHABET INC | $334.11万 | 2.22% | 9,349 | -43 | -0.5% | -$1.54万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $336.33万 | 2.23% | 9,089 | -13 | -0.1% | -$4,811 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $343.75万 | 2.28% | 2,978 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $343.96万 | 2.28% | 4,606 | -107 | -2.3% | -$7.99万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $357.34万 | 2.37% | 52,877 | -593 | -1.1% | -$4.01万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $371.31万 | 2.47% | 80,632 | 229 | 0.3% | $1.05万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $399.10万 | 2.65% | 24,706 | -301 | -1.2% | -$4.86万 | 减仓 |
| PAVE | GLOBAL X FDS | $417.69万 | 2.77% | 70,891 | 494 | 0.7% | $2.91万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $469.30万 | 3.12% | 77,840 | 1,501 | 2.0% | $9.05万 | 加仓 |
| AAPL | APPLE INC | $471.40万 | 3.13% | 16,291 | -33 | -0.2% | -$9,549 | 减仓 |
| QQQ | INVESCO QQQ TR | $500.60万 | 3.32% | 6,798 | -181 | -2.6% | -$13.33万 | 减仓 |
| IVV | ISHARES TR | $533.28万 | 3.54% | 7,121 | -83 | -1.2% | -$6.22万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $558.45万 | 3.71% | 110,431 | -4,072 | -3.6% | -$20.59万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $563.14万 | 3.74% | 61,741 | 304 | 0.5% | $2.77万 | 加仓 |
| IWD | ISHARES TR | $601.66万 | 4.00% | 24,818 | -79 | -0.3% | -$1.92万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $783.03万 | 5.20% | 101,141 | 677 | 0.7% | $5.24万 | 加仓 |
| IWF | ISHARES TR | $1,032.92万 | 6.86% | 83,186 | -42 | -0.1% | -$5,215 | 减仓 |