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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $14.89万 | 0.10% | 354 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $14.05万 | 0.09% | 2,437 | -98 | -3.9% | -$5,652 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $13.97万 | 0.09% | 754 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $13.64万 | 0.09% | 454 | -58 | -11.3% | -$1.74万 | 减仓 |
| DLTR | DOLLAR TREE INC | $12.95万 | 0.09% | 1,071 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $12.61万 | 0.08% | 308 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $12.16万 | 0.08% | 401 | -20 | -4.8% | -$6,062 | 减仓 |
| ABT | ABBOTT LABORATORIES | $11.98万 | 0.08% | 1,320 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $11.62万 | 0.08% | 858 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $11.31万 | 0.08% | 418 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $11.27万 | 0.07% | 158 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $10.98万 | 0.07% | 834 | -39 | -4.5% | -$5,132 | 减仓 |
| ADBE | ADOBE INC | $10.93万 | 0.07% | 533 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $10.82万 | 0.07% | 1,519 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $10.78万 | 0.07% | 1,229 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $10.76万 | 0.07% | 810 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $10.74万 | 0.07% | 493 | -30 | -5.7% | -$6,538 | 减仓 |
| TIPX | SPDR SERIES TRUST | $10.36万 | 0.07% | 5,472 | -2,914 | -34.7% | -$5.52万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $10.14万 | 0.07% | 3,825 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $10.11万 | 0.07% | 862 | 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 |
| SBUX | STARBUCKS CORP | $9.84万 | 0.07% | 963 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $9.75万 | 0.06% | 792 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $9.72万 | 0.06% | 449 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $9.63万 | 0.06% | 318 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $9.45万 | 0.06% | 591 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $9.39万 | 0.06% | 1,390 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $9.24万 | 0.06% | 590 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $9.17万 | 0.06% | 955 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $8.68万 | 0.06% | 1,184 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $8.65万 | 0.06% | 807 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $8.49万 | 0.06% | 1,035 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $8.37万 | 0.06% | 374 | -377 | -50.2% | -$8.44万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $8.27万 | 0.05% | 374 | 374 | — | $8.27万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $8.20万 | 0.05% | 559 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $7.73万 | 0.05% | 395 | 0 | 0.0% | — | 不变 |
| WK | WORKIVA INC | $7.62万 | 0.05% | 1,570 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $7.21万 | 0.05% | 1,335 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $7.16万 | 0.05% | 599 | -89 | -12.9% | -$1.06万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $7.13万 | 0.05% | 573 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $6.99万 | 0.05% | 251 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $6.89万 | 0.05% | 504 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $6.86万 | 0.05% | 302 | 0 | 0.0% | — | 不变 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $6.64万 | 0.04% | 805 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $6.59万 | 0.04% | 183 | -21 | -10.3% | -$7,568 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $6.51万 | 0.04% | 784 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $5.92万 | 0.04% | 373 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $5.91万 | 0.04% | 653 | 0 | 0.0% | — | 不变 |
| IYE | ISHARES TR | $5.80万 | 0.04% | 1,025 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $5.67万 | 0.04% | 345 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TR EXCH TRADED FD III | $5.03万 | 0.03% | 2,607 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $4.84万 | 0.03% | 449 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $4.77万 | 0.03% | 898 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $4.68万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $4.61万 | 0.03% | 58 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $4.55万 | 0.03% | 511 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $4.41万 | 0.03% | 486 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $4.18万 | 0.03% | 122 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $4.13万 | 0.03% | 420 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $3.92万 | 0.03% | 496 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $3.86万 | 0.03% | 142 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $3.84万 | 0.03% | 171 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $3.83万 | 0.03% | 167 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $3.81万 | 0.03% | 96 | -44 | -31.4% | -$1.75万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $3.73万 | 0.02% | 925 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $3.65万 | 0.02% | 249 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $3.42万 | 0.02% | 621 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $3.39万 | 0.02% | 1,408 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $3.35万 | 0.02% | 112 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $3.25万 | 0.02% | 668 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $3.23万 | 0.02% | 285 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $3.15万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $3.10万 | 0.02% | 223 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $3.07万 | 0.02% | 136 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $3.04万 | 0.02% | 729 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $2.89万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $2.79万 | 0.02% | 616 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $2.75万 | 0.02% | 192 | 0 | 0.0% | — | 不变 |
| TOTL | SSGA ACTIVE ETF TR | $2.74万 | 0.02% | 693 | -310 | -30.9% | -$1.22万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $2.53万 | 0.02% | 353 | 0 | 0.0% | — | 不变 |
| PAAA | PGIM ETF TR | $2.39万 | 0.02% | 467 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2.33万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $2.33万 | 0.02% | 126 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $2.24万 | 0.01% | 86 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $2.22万 | 0.01% | 802 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $2.20万 | 0.01% | 96 | -17 | -15.0% | -$3,889 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $2.18万 | 0.01% | 286 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $2.16万 | 0.01% | 880 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $2.12万 | 0.01% | 401 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $2.08万 | 0.01% | 218 | 3 | 1.4% | $286 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2.02万 | 0.01% | 688 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $1.96万 | 0.01% | 630 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $1.95万 | 0.01% | 460 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $1.83万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $1.76万 | 0.01% | 169 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $1.75万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $1.69万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $1.68万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $1.59万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $1.57万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |