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 |
|---|---|---|---|---|---|---|---|---|
| OEF | ISHARES TR | $1.15万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $1.14万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.08万 | 0.01% | 142 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $1.06万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X FDS | $9,666 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $9,073 | 0.01% | 141 | 1 | 0.7% | $64 | 加仓 |
| VDE | VANGUARD WORLD FD | $8,998 | 0.01% | 52 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $8,339 | 0.01% | 84 | -121 | -59.0% | -$1.20万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $8,098 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $7,730 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $7,710 | 0.01% | 80 | -60 | -42.9% | -$5,782 | 减仓 |
| IVW | ISHARES TR | $7,352 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| SMDV | PROSHARES TR | $6,948 | 0.01% | 101 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $6,558 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $6,511 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $6,390 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| RPV | INVESCO EXCHANGE TRADED FD T | $5,477 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $4,951 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $4,887 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $4,740 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PXH | INVESCO EXCH TRADED FD TR II | $4,709 | 0.00% | 175 | -73 | -29.4% | -$1,964 | 减仓 |
| AMGN | AMGEN INC | $4,574 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $4,438 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $4,265 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $3,976 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $3,700 | 0.00% | 31 | -9 | -22.5% | -$1,074 | 减仓 |
| CTVA | CORTEVA INC | $3,432 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $3,331 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $2,625 | 0.00% | 28 | 2 | 7.7% | $188 | 加仓 |
| KD | KYNDRYL HLDGS INC | $2,624 | 0.00% | 200 | 200 | — | $2,624 | 新建仓 |
| LCII | LCI INDS | $2,460 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,324 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $2,262 | 0.00% | 15 | -17 | -53.1% | -$2,564 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $2,147 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO EXCHANGE TRADED FD T | $2,100 | 0.00% | 16 | -29 | -64.4% | -$3,806 | 减仓 |
| CCI | CROWN CASTLE INC | $1,789 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1,595 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $796 | 0.00% | 9 | -64 | -87.7% | -$5,660 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $454 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $118 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $95 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -960 | -100.0% | -$6.12万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -321 | -100.0% | -$1.73万 | 清仓 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | -55 | -100.0% | -$4,231 | 清仓 |
| ACWI | ISHARES TR | $0 | 0.00% | 0 | -6 | -100.0% | -$895 | 清仓 |
| FNDE | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -24 | -100.0% | -$865 | 清仓 |
| SCHC | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -2 | -100.0% | -$91 | 清仓 |