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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $887.21万 | 6.75% | 20,807 | -640 | -3.0% | -$27.29万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $751.77万 | 5.72% | 100,464 | 224 | 0.2% | $1.68万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $579.50万 | 4.41% | 114,503 | 1,900 | 1.7% | $9.62万 | 加仓 |
| IWD | ISHARES TR | $531.97万 | 4.05% | 24,897 | -98 | -0.4% | -$2.09万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $495.24万 | 3.77% | 61,437 | 438 | 0.7% | $3.53万 | 加仓 |
| IVV | ISHARES TR | $470.57万 | 3.58% | 7,204 | -400 | -5.3% | -$26.13万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $418.64万 | 3.18% | 76,339 | 22,133 | 40.8% | $121.38万 | 加仓 |
| AAPL | APPLE INC | $414.29万 | 3.15% | 16,324 | -294 | -1.8% | -$7.46万 | 减仓 |
| QQQ | INVESCO QQQ TR | $402.81万 | 3.06% | 6,979 | -263 | -3.6% | -$15.18万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $370.42万 | 2.82% | 80,403 | -12,684 | -13.6% | -$58.44万 | 减仓 |
| PAVE | GLOBAL X FDS | $357.69万 | 2.72% | 70,397 | -2,201 | -3.0% | -$11.18万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $341.73万 | 2.60% | 53,470 | -1,309 | -2.4% | -$8.37万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $306.51万 | 2.33% | 4,713 | -272 | -5.5% | -$17.69万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $292.00万 | 2.22% | 9,102 | -46 | -0.5% | -$1.48万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $291.97万 | 2.22% | 4,734 | -516 | -9.8% | -$31.82万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $280.35万 | 2.13% | 25,007 | -398 | -1.6% | -$4.46万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $279.20万 | 2.12% | 60,447 | -1,321 | -2.1% | -$6.10万 | 减仓 |
| GOOGL | ALPHABET INC | $270.08万 | 2.05% | 9,392 | -120 | -1.3% | -$3.45万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $265.83万 | 2.02% | 65,108 | -843 | -1.3% | -$3.44万 | 减仓 |
| MUNI | PIMCO ETF TR | $247.81万 | 1.88% | 47,483 | -1,453 | -3.0% | -$7.58万 | 减仓 |
| IEFA | ISHARES TR | $231.49万 | 1.76% | 25,571 | -2,087 | -7.5% | -$18.89万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $182.27万 | 1.39% | 10,451 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $178.72万 | 1.36% | 16,047 | 13 | 0.1% | $1,448 | 加仓 |
| GOOG | ALPHABET INC | $168.44万 | 1.28% | 5,872 | -268 | -4.4% | -$7.69万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $167.85万 | 1.28% | 2,809 | 11 | 0.4% | $6,573 | 加仓 |
| AMZN | AMAZON COM INC | $160.60万 | 1.22% | 7,711 | -652 | -7.8% | -$13.58万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $138.41万 | 1.05% | 30,320 | 4 | 0.0% | $183 | 加仓 |
| MSFT | MICROSOFT CORP | $137.67万 | 1.05% | 3,719 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $135.21万 | 1.03% | 26,522 | -10,175 | -27.7% | -$51.87万 | 减仓 |
| IJR | ISHARES TR | $126.29万 | 0.96% | 10,159 | -822 | -7.5% | -$10.22万 | 减仓 |
| EFA | ISHARES TR | $121.46万 | 0.92% | 12,505 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $117.58万 | 0.89% | 3,799 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $110.81万 | 0.84% | 15,789 | -112 | -0.7% | -$7,860 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $100.61万 | 0.77% | 2,978 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $84.63万 | 0.64% | 2,877 | -48 | -1.6% | -$1.41万 | 减仓 |
| NOBL | PROSHARES TR | $83.05万 | 0.63% | 7,834 | -118 | -1.5% | -$1.25万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $81.94万 | 0.62% | 1,640 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $70.29万 | 0.53% | 22,912 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $67.34万 | 0.51% | 1,565 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $66.93万 | 0.51% | 13,416 | 164 | 1.2% | $8,182 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $64.62万 | 0.49% | 5,891 | 601 | 11.4% | $6.59万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $63.05万 | 0.48% | 8,176 | -100 | -1.2% | -$7,711 | 减仓 |
| IJH | ISHARES TR | $59.80万 | 0.45% | 8,856 | -152 | -1.7% | -$1.03万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $59.48万 | 0.45% | 1,760 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $58.31万 | 0.44% | 3,938 | -135 | -3.3% | -$2.00万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $57.55万 | 0.44% | 4,330 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $51.45万 | 0.39% | 6,722 | -266 | -3.8% | -$2.04万 | 减仓 |
| META | META PLATFORMS INC | $44.91万 | 0.34% | 785 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $43.26万 | 0.33% | 3,424 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $42.87万 | 0.33% | 4,490 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $42.82万 | 0.33% | 4,373 | -269 | -5.8% | -$2.63万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $40.16万 | 0.31% | 1,484 | -21 | -1.4% | -$5,682 | 减仓 |
| IWO | ISHARES TR | $39.51万 | 0.30% | 1,259 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $34.96万 | 0.27% | 7,171 | -591 | -7.6% | -$2.88万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $33.96万 | 0.26% | 815 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $33.83万 | 0.26% | 11,613 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $33.55万 | 0.26% | 14,646 | -777 | -5.0% | -$1.78万 | 减仓 |
| IWP | ISHARES TR | $32.98万 | 0.25% | 2,574 | -218 | -7.8% | -$2.79万 | 减仓 |
| IYR | ISHARES TR | $32.57万 | 0.25% | 3,444 | -250 | -6.8% | -$2.36万 | 减仓 |
| CB | CHUBB LTD SWITZ | $32.53万 | 0.25% | 998 | -200 | -16.7% | -$6.52万 | 减仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $30.51万 | 0.23% | 8,627 | 8,627 | — | $30.51万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $30.09万 | 0.23% | 302 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $29.20万 | 0.22% | 3,928 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $29.16万 | 0.22% | 317 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.46万 | 0.22% | 1,174 | 826 | 237.4% | $20.02万 | 加仓 |
| USB | US BANCORP | $27.64万 | 0.21% | 5,314 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $26.64万 | 0.20% | 1,381 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $25.33万 | 0.19% | 2,386 | 7 | 0.3% | $743 | 加仓 |
| ETN | EATON CORP PLC | $23.71万 | 0.18% | 663 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $23.55万 | 0.18% | 3,376 | -1,474 | -30.4% | -$10.28万 | 减仓 |
| V | VISA INC | $23.27万 | 0.18% | 770 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $22.96万 | 0.17% | 882 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.76万 | 0.17% | 475 | -115 | -19.5% | -$5.51万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $22.70万 | 0.17% | 2,560 | 12 | 0.5% | $1,064 | 加仓 |
| HEFA | ISHARES TR | $22.02万 | 0.17% | 5,181 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $21.81万 | 0.17% | 2,466 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $21.13万 | 0.16% | 1,518 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $20.52万 | 0.16% | 9,550 | -993 | -9.4% | -$2.13万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $20.30万 | 0.15% | 2,393 | 348 | 17.0% | $2.95万 | 加仓 |
| HD | HOME DEPOT INC | $20.26万 | 0.15% | 616 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $20.04万 | 0.15% | 2,061 | -2,676 | -56.5% | -$26.02万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $19.80万 | 0.15% | 234 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $19.77万 | 0.15% | 800 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $19.00万 | 0.14% | 804 | -107 | -11.7% | -$2.53万 | 减仓 |
| WFC | WELLS FARGO & CO | $18.99万 | 0.14% | 2,385 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $18.69万 | 0.14% | 216 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $18.14万 | 0.14% | 7,080 | -2,481 | -25.9% | -$6.36万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $18.00万 | 0.14% | 2,484 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $17.91万 | 0.14% | 3,365 | -103 | -3.0% | -$5,482 | 减仓 |
| MRK | MERCK & CO INC | $17.78万 | 0.14% | 1,478 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $17.09万 | 0.13% | 500 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $16.97万 | 0.13% | 751 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $16.79万 | 0.13% | 1,152 | 85 | 8.0% | $1.24万 | 加仓 |
| MS | MORGAN STANLEY | $16.64万 | 0.13% | 1,011 | -145 | -12.5% | -$2.39万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $16.28万 | 0.12% | 3,471 | 0 | 0.0% | — | 不变 |
| TIPX | SPDR SERIES TRUST | $16.09万 | 0.12% | 8,386 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $15.73万 | 0.12% | 1,159 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $15.72万 | 0.12% | 911 | -326 | -26.4% | -$5.63万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $15.13万 | 0.12% | 169 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $14.81万 | 0.11% | 339 | -3 | -0.9% | -$1,310 | 减仓 |