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 |
|---|---|---|---|---|---|---|---|---|
| KD | KYNDRYL HLDGS INC | $0 | 0.00% | 0 | -200 | -100.0% | -$2,624 | 清仓 |
| FNDA | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -14 | -100.0% | -$454 | 清仓 |
| LCID | LUCID GROUP INC | $67 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $133 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $878 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1,356 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1,358 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $1,666 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1,879 | 0.00% | 11 | 11 | — | $1,879 | 新建仓 |
| LCII | LCI INDS | $2,118 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO EXCHANGE TRADED FD T | $2,267 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,567 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $2,977 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $3,472 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $3,688 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $3,741 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $3,818 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $4,056 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $4,473 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $4,537 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $4,708 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $4,762 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $4,798 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| PXH | INVESCO EXCH TRADED FD TR II | $4,879 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $5,200 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $5,521 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $5,587 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| RPV | INVESCO EXCHANGE TRADED FD T | $5,805 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $6,518 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $7,203 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $7,700 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $7,743 | 0.01% | 65 | -15 | -18.8% | -$1,787 | 减仓 |
| SMDV | PROSHARES TR | $7,780 | 0.01% | 101 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $7,807 | 0.01% | 52 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $8,314 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $8,939 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X FDS | $1.02万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $1.03万 | 0.01% | 148 | 7 | 5.0% | $486 | 加仓 |
| ES | EVERSOURCE ENERGY | $1.19万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| LGLV | SPDR SERIES TRUST | $1.20万 | 0.01% | 66 | -151 | -69.6% | -$2.74万 | 减仓 |
| EVRG | EVERGY INC | $1.25万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.26万 | 0.01% | 142 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $1.32万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1.38万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $1.43万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $1.57万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $1.59万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $1.68万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $1.69万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $1.75万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $1.76万 | 0.01% | 169 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $1.83万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $1.95万 | 0.01% | 460 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $1.96万 | 0.01% | 630 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $2.02万 | 0.01% | 688 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $2.08万 | 0.01% | 218 | 3 | 1.4% | $286 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $2.12万 | 0.01% | 401 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $2.16万 | 0.01% | 880 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $2.18万 | 0.01% | 286 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $2.20万 | 0.01% | 96 | -17 | -15.0% | -$3,889 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $2.22万 | 0.01% | 802 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $2.24万 | 0.01% | 86 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $2.33万 | 0.02% | 126 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2.33万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| PAAA | PGIM ETF TR | $2.39万 | 0.02% | 467 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $2.53万 | 0.02% | 353 | 0 | 0.0% | — | 不变 |
| TOTL | SSGA ACTIVE ETF TR | $2.74万 | 0.02% | 693 | -310 | -30.9% | -$1.22万 | 减仓 |
| EMR | EMERSON ELEC CO | $2.75万 | 0.02% | 192 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $2.79万 | 0.02% | 616 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $2.89万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $3.04万 | 0.02% | 729 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $3.07万 | 0.02% | 136 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $3.10万 | 0.02% | 223 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $3.15万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $3.23万 | 0.02% | 285 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $3.25万 | 0.02% | 668 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $3.35万 | 0.02% | 112 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $3.39万 | 0.02% | 1,408 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $3.42万 | 0.02% | 621 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $3.65万 | 0.02% | 249 | 0 | 0.0% | — | 不变 |
| SRLN | SSGA ACTIVE ETF TR | $3.73万 | 0.02% | 925 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $3.81万 | 0.03% | 96 | -44 | -31.4% | -$1.75万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $3.83万 | 0.03% | 167 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $3.84万 | 0.03% | 171 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $3.86万 | 0.03% | 142 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $3.92万 | 0.03% | 496 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $4.13万 | 0.03% | 420 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $4.18万 | 0.03% | 122 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $4.41万 | 0.03% | 486 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $4.55万 | 0.03% | 511 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $4.61万 | 0.03% | 58 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $4.68万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $4.77万 | 0.03% | 898 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $4.84万 | 0.03% | 449 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TR EXCH TRADED FD III | $5.03万 | 0.03% | 2,607 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $5.67万 | 0.04% | 345 | 0 | 0.0% | — | 不变 |
| IYE | ISHARES TR | $5.80万 | 0.04% | 1,025 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $5.91万 | 0.04% | 653 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $5.92万 | 0.04% | 373 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $6.51万 | 0.04% | 784 | 0 | 0.0% | — | 不变 |