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 |
|---|---|---|---|---|---|---|---|---|
| ABT | ABBOTT LABORATORIES | $13.55万 | 0.10% | 1,320 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $13.32万 | 0.10% | 858 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $13.16万 | 0.10% | 354 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $13.00万 | 0.10% | 418 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $12.98万 | 0.10% | 3,162 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $12.96万 | 0.10% | 533 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $12.70万 | 0.10% | 512 | 237 | 86.2% | $5.88万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $12.46万 | 0.09% | 792 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $12.25万 | 0.09% | 2,535 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $12.19万 | 0.09% | 754 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $11.98万 | 0.09% | 955 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $11.73万 | 0.09% | 1,071 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $11.36万 | 0.09% | 573 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $11.23万 | 0.09% | 1,229 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $11.03万 | 0.08% | 421 | -44 | -9.5% | -$1.15万 | 减仓 |
| CRM | SALESFORCE INC | $11.01万 | 0.08% | 590 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $10.98万 | 0.08% | 308 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $10.55万 | 0.08% | 873 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $10.26万 | 0.08% | 523 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $10.18万 | 0.08% | 3,825 | -875 | -18.6% | -$2.33万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $9.73万 | 0.07% | 1,519 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $9.39万 | 0.07% | 862 | 0 | 0.0% | — | 不变 |
| WK | WORKIVA INC | $9.36万 | 0.07% | 1,570 | -287 | -15.5% | -$1.71万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $9.23万 | 0.07% | 810 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $9.19万 | 0.07% | 591 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $8.95万 | 0.07% | 807 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $8.94万 | 0.07% | 449 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $8.63万 | 0.07% | 963 | -34 | -3.4% | -$3,046 | 减仓 |
| — | EXXON MOBIL CORP | $8.55万 | 0.07% | 504 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $8.50万 | 0.06% | 158 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $8.29万 | 0.06% | 1,035 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $8.23万 | 0.06% | 1,390 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $8.07万 | 0.06% | 559 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $7.83万 | 0.06% | 395 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $7.05万 | 0.05% | 1,335 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $6.68万 | 0.05% | 251 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $6.67万 | 0.05% | 1,184 | 0 | 0.0% | — | 不变 |
| IYE | ISHARES TR | $6.64万 | 0.05% | 1,025 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $6.43万 | 0.05% | 784 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $6.38万 | 0.05% | 302 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $6.37万 | 0.05% | 204 | 0 | 0.0% | — | 不变 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $6.10万 | 0.05% | 805 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $6.00万 | 0.05% | 86 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $5.50万 | 0.04% | 898 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $5.47万 | 0.04% | 373 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $5.23万 | 0.04% | 653 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $5.03万 | 0.04% | 140 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TR EXCH TRADED FD III | $4.95万 | 0.04% | 2,607 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $4.91万 | 0.04% | 345 | 71 | 25.9% | $1.01万 | 加仓 |
| BE | BLOOM ENERGY CORP | $4.31万 | 0.03% | 318 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $4.27万 | 0.03% | 511 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $4.22万 | 0.03% | 58 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $4.05万 | 0.03% | 449 | 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 |
| PFE | PFIZER INC | $3.95万 | 0.03% | 1,408 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $3.93万 | 0.03% | 420 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $3.89万 | 0.03% | 729 | -115 | -13.6% | -$6,142 | 减仓 |
| LGLV | SPDR SERIES TRUST | $3.86万 | 0.03% | 217 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $3.84万 | 0.03% | 486 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $3.72万 | 0.03% | 86 | 0 | 0.0% | — | 不变 |
| SRLN | SSGA ACTIVE ETF TR | $3.71万 | 0.03% | 925 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $3.66万 | 0.03% | 249 | -538 | -68.4% | -$7.91万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $3.62万 | 0.03% | 167 | -33 | -16.5% | -$7,147 | 减仓 |
| DOV | DOVER CORP | $3.56万 | 0.03% | 171 | -101 | -37.1% | -$2.11万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $3.56万 | 0.03% | 496 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $3.54万 | 0.03% | 285 | -195 | -40.6% | -$2.42万 | 减仓 |
| UNP | UNION PAC CORP | $3.45万 | 0.03% | 142 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $3.39万 | 0.03% | 668 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $3.35万 | 0.03% | 223 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $3.32万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $3.29万 | 0.02% | 100 | -13 | -11.5% | -$4,272 | 减仓 |
| VDC | VANGUARD WORLD FD | $3.05万 | 0.02% | 136 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $3.05万 | 0.02% | 112 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $3.01万 | 0.02% | 621 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $2.93万 | 0.02% | 122 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2.93万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $2.88万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $2.83万 | 0.02% | 616 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $2.72万 | 0.02% | 353 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $2.55万 | 0.02% | 113 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $2.53万 | 0.02% | 880 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $2.52万 | 0.02% | 192 | 0 | 0.0% | — | 不变 |
| PAAA | PGIM ETF TR | $2.39万 | 0.02% | 467 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $2.31万 | 0.02% | 460 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $2.23万 | 0.02% | 169 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $2.05万 | 0.02% | 286 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $1.99万 | 0.02% | 802 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $1.96万 | 0.01% | 401 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $1.87万 | 0.01% | 215 | 62 | 40.5% | $5,382 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1.76万 | 0.01% | 688 | -138 | -16.7% | -$3,538 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $1.75万 | 0.01% | 630 | -134 | -17.5% | -$3,732 | 减仓 |
| DVY | ISHARES TR | $1.64万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $1.62万 | 0.01% | 126 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $1.60万 | 0.01% | 250 | -50 | -16.7% | -$3,204 | 减仓 |
| WPC | WP CAREY INC | $1.50万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $1.47万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $1.41万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1.39万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $1.33万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $1.19万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |