BlackDiamond Wealth Management, LLC
NEW YORK NY · SEC CIK 0001903059
$2.08亿2026Q1 申报市值
203持仓数
31.5%前十大占比 · 第一大 7.2%
19 / 10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
USFR 加仓+$752.58万
EFG 加仓+$193.85万
SPYM 加仓+$176.19万
SPIP 新建仓+$156.37万
RBB FD INC 加仓+$152.94万
2026Q1 卖出最多 按季末市值估算
UCON 减仓-$265.23万
EA SERIES TRUST 减仓-$109.16万
GLDM 减仓-$82.20万
IEMG 减仓-$59.34万
MCHI 清仓-$54.59万
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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $252.48万 | 1.21% | 4,413 | -83 | -1.8% | -$4.75万 | 减仓 |
| EFG | ISHARES TR | $255.46万 | 1.23% | 22,938 | 17,406 | 314.6% | $193.85万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $257.36万 | 1.24% | 19,365 | 144 | 0.7% | $1.91万 | 加仓 |
| RSST | TIDAL TRUST II | $264.05万 | 1.27% | 93,370 | 1,756 | 1.9% | $4.97万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $282.54万 | 1.36% | 109,552 | 705 | 0.6% | $1.82万 | 加仓 |
| BOXX | EA SERIES TRUST | $291.61万 | 1.40% | 25,076 | -1,208 | -4.6% | -$14.05万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $294.42万 | 1.41% | 2,955 | 7 | 0.2% | $6,975 | 加仓 |
| EFV | ISHARES TR | $315.09万 | 1.51% | 42,379 | -580 | -1.4% | -$4.31万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $361.93万 | 1.74% | 62,209 | -6,293 | -9.2% | -$36.61万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $368.38万 | 1.77% | 68,155 | 917 | 1.4% | $4.96万 | 加仓 |
| AMZN | AMAZON COM INC | $385.38万 | 1.85% | 18,504 | 76 | 0.4% | $1.58万 | 加仓 |
| GOOGL | ALPHABET INC | $410.47万 | 1.97% | 14,274 | 221 | 1.6% | $6.36万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $473.02万 | 2.27% | 111,194 | 3,069 | 2.8% | $13.06万 | 加仓 |
| QDPL | PACER FDS TR | $500.53万 | 2.40% | 124,700 | 3,724 | 3.1% | $14.95万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $513.04万 | 2.46% | 29,417 | -244 | -0.8% | -$4.26万 | 减仓 |
| ITOT | ISHARES TR | $547.10万 | 2.63% | 38,412 | -274 | -0.7% | -$3.90万 | 减仓 |
| MSFT | MICROSOFT CORP | $582.47万 | 2.80% | 15,735 | 177 | 1.1% | $6.55万 | 加仓 |
| AAPL | APPLE INC | $690.81万 | 3.32% | 27,220 | -405 | -1.5% | -$10.28万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $950.29万 | 4.57% | 124,156 | 23,020 | 22.8% | $176.19万 | 加仓 |
| USFR | WISDOMTREE TR | $1,499.50万 | 7.20% | 297,875 | 149,500 | 100.8% | $752.58万 | 加仓 |