BlackDiamond Wealth Management, LLC
NEW YORK NY · SEC CIK 0001903059
$2.49亿2026Q2 申报市值
226持仓数
29.5%前十大占比 · 第一大 4.1%
32 / 16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
IALT 加仓+$151.98万
SPDR SERIES TRUS 新建仓+$145.59万
RBB FD INC 加仓+$138.00万
NVDA 加仓+$123.61万
SPIP 加仓+$100.53万
2026Q2 卖出最多 按季末市值估算
USFR 减仓-$487.90万
SPYM 减仓-$150.07万
VWO 减仓-$116.81万
EDV 清仓-$102.43万
ROE 减仓-$90.86万
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 |
|---|---|---|---|---|---|---|---|---|
| EDV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -15,771 | -100.0% | -$102.43万 | 清仓 |
| — | ADVISOR MANAGED PORTFOLIOS | $0 | 0.00% | 0 | -31,659 | -100.0% | -$89.18万 | 清仓 |
| XONE | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -11,589 | -100.0% | -$57.39万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -13,387 | -100.0% | -$33.65万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,228 | -100.0% | -$27.76万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,660 | -100.0% | -$24.94万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -7,176 | -100.0% | -$23.82万 | 清仓 |
| BIV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,060 | -100.0% | -$23.62万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -8,226 | -100.0% | -$23.10万 | 清仓 |
| GPIX | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -4,430 | -100.0% | -$22.17万 | 清仓 |
| WIW | WESTERN AST INFL LKD OPP & I | $0 | 0.00% | 0 | -26,066 | -100.0% | -$22.05万 | 清仓 |
| QGRO | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -2,090 | -100.0% | -$21.95万 | 清仓 |
| EMXC | ISHARES INC | $0 | 0.00% | 0 | -2,779 | -100.0% | -$21.86万 | 清仓 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -1,004 | -100.0% | -$20.99万 | 清仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $0 | 0.00% | 0 | -4,508 | -100.0% | -$20.11万 | 清仓 |
| — | AUREUS GREENWAY HLDGS INC | $0 | 0.00% | 0 | -10,150 | -100.0% | -$3.44万 | 清仓 |
| — | PATRIOT NATL BANCORP INC | $5.80万 | 0.02% | 50,000 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $5.99万 | 0.02% | 10,869 | 7 | 0.1% | $39 | 加仓 |
| — | ODYSSEY MARINE EXPL INC | $8.77万 | 0.04% | 100,000 | 100,000 | — | $8.77万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $16.62万 | 0.07% | 10,139 | -50 | -0.5% | -$819 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $20.00万 | 0.08% | 478 | -184 | -27.8% | -$7.70万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $20.01万 | 0.08% | 2,565 | 2,565 | — | $20.01万 | 新建仓 |
| EWP | ISHARES INC | $20.23万 | 0.08% | 3,242 | 3,242 | — | $20.23万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $20.25万 | 0.08% | 7,211 | 7,211 | — | $20.25万 | 新建仓 |
| CAOS | EA SERIES TRUST | $20.31万 | 0.08% | 2,245 | -9,752 | -81.3% | -$88.22万 | 减仓 |
| PSX | PHILLIPS 66 | $20.32万 | 0.08% | 943 | 943 | — | $20.32万 | 新建仓 |
| IVW | ISHARES TR | $20.78万 | 0.08% | 1,466 | 1,466 | — | $20.78万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $20.87万 | 0.08% | 616 | 27 | 4.6% | $9,149 | 重新持有 |
| EWT | ISHARES INC | $21.00万 | 0.08% | 2,055 | 2,055 | — | $21.00万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $21.02万 | 0.08% | 853 | 853 | — | $21.02万 | 新建仓 |
| HXL | HEXCEL CORP NEW | $21.17万 | 0.09% | 2,100 | -261 | -11.1% | -$2.63万 | 重新持有 |
| CDNS | CADENCE DESIGN SYSTEM INC | $21.21万 | 0.09% | 639 | 639 | — | $21.21万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $21.27万 | 0.09% | 2,948 | -932 | -24.0% | -$6.72万 | 减仓 |
| BLK | BLACKROCK INC | $21.50万 | 0.09% | 190 | 190 | — | $21.50万 | 新建仓 |
| GSEW | GOLDMAN SACHS ETF TR | $22.15万 | 0.09% | 2,263 | -380 | -14.4% | -$3.72万 | 减仓 |
| EWL | ISHARES INC | $22.19万 | 0.09% | 3,448 | 3,448 | — | $22.19万 | 新建仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $22.45万 | 0.09% | 4,351 | -103 | -2.3% | -$5,314 | 减仓 |
| NOW | SERVICENOW INC | $22.86万 | 0.09% | 1,794 | 1,794 | — | $22.86万 | 新建仓 |
| QYLD | GLOBAL X FDS | $22.94万 | 0.09% | 12,638 | 18 | 0.1% | $327 | 加仓 |
| NEE | NEXTERA ENERGY INC | $23.32万 | 0.09% | 2,753 | 445 | 19.3% | $3.77万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $23.42万 | 0.09% | 6,537 | 4 | 0.1% | $143 | 重新持有 |
| SNDK | SANDISK CORP | $23.52万 | 0.09% | 190 | 190 | — | $23.52万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $23.55万 | 0.09% | 1,490 | -250 | -14.4% | -$3.95万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $23.95万 | 0.10% | 1,114 | 379 | 51.6% | $8.15万 | 重新持有 |
| SBUX | STARBUCKS CORP | $24.05万 | 0.10% | 2,298 | 2,298 | — | $24.05万 | 新建仓 |
| AVIV | AMERICAN CENTY ETF TR | $24.16万 | 0.10% | 2,924 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $24.41万 | 0.10% | 3,767 | -177 | -4.5% | -$1.15万 | 减仓 |
| XYL | XYLEM INC | $24.46万 | 0.10% | 2,018 | 169 | 9.1% | $2.05万 | 加仓 |
| TER | TERADYNE INC | $24.46万 | 0.10% | 670 | 670 | — | $24.46万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $24.98万 | 0.10% | 3,852 | 68 | 1.8% | $4,409 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $25.02万 | 0.10% | 8,376 | -2,427 | -22.5% | -$7.25万 | 减仓 |
| LIN | LINDE PLC | $25.36万 | 0.10% | 515 | 81 | 18.7% | $3.99万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $25.94万 | 0.10% | 1,455 | 282 | 24.0% | $5.03万 | 重新持有 |
| JPST | J P MORGAN EXCHANGE TRADED F | $26.11万 | 0.10% | 5,177 | -392 | -7.0% | -$1.98万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $26.15万 | 0.11% | 685 | -20 | -2.8% | -$7,634 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $26.15万 | 0.11% | 1,461 | -25 | -1.7% | -$4,475 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $26.58万 | 0.11% | 7,774 | 7,774 | — | $26.58万 | 新建仓 |
| MEAR | ISHARES U S ETF TR | $26.76万 | 0.11% | 5,333 | 293 | 5.8% | $1.47万 | 加仓 |
| BA | BOEING CO | $26.82万 | 0.11% | 1,152 | 324 | 39.1% | $7.54万 | 重新持有 |
| WDC | WESTERN DIGITAL CORP | $27.18万 | 0.11% | 620 | 620 | — | $27.18万 | 新建仓 |
| IWM | ISHARES TR | $27.48万 | 0.11% | 916 | 916 | — | $27.48万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $27.50万 | 0.11% | 699 | 152 | 27.8% | $5.98万 | 加仓 |
| ETN | EATON CORP PLC | $27.59万 | 0.11% | 620 | 16 | 2.6% | $7,119 | 加仓 |
| WDAY | WORKDAY INC | $27.59万 | 0.11% | 1,498 | 1,498 | — | $27.59万 | 新建仓 |
| EWU | ISHARES TR | $27.64万 | 0.11% | 5,700 | 268 | 4.9% | $1.30万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $27.79万 | 0.11% | 3,876 | -431 | -10.0% | -$3.09万 | 减仓 |
| DIS | DISNEY WALT CO | $27.80万 | 0.11% | 2,694 | -354 | -11.6% | -$3.65万 | 减仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC | $27.99万 | 0.11% | 8,365 | 8,365 | — | $27.99万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $28.18万 | 0.11% | 3,334 | -41 | -1.2% | -$3,466 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $28.65万 | 0.12% | 415 | 415 | — | $28.65万 | 新建仓 |
| EIS | ISHARES INC | $29.31万 | 0.12% | 2,410 | -40 | -1.6% | -$4,865 | 减仓 |
| MPC | MARATHON PETE CORP | $29.32万 | 0.12% | 915 | -292 | -24.2% | -$9.36万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $29.73万 | 0.12% | 736 | 736 | — | $29.73万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $29.80万 | 0.12% | 497 | 126 | 34.0% | $7.56万 | 重新持有 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $30.09万 | 0.12% | 12,221 | -26,765 | -68.7% | -$65.90万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $30.12万 | 0.12% | 1,871 | 191 | 11.4% | $3.07万 | 加仓 |
| CALF | PACER FDS TR | $30.30万 | 0.12% | 5,353 | -422 | -7.3% | -$2.39万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $30.57万 | 0.12% | 794 | 794 | — | $30.57万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $31.07万 | 0.12% | 2,335 | -32 | -1.4% | -$4,258 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $31.10万 | 0.12% | 5,167 | 1,822 | 54.5% | $10.97万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $31.19万 | 0.13% | 6,631 | 693 | 11.7% | $3.26万 | 加仓 |
| GLW | CORNING INC | $32.03万 | 0.13% | 2,031 | 9 | 0.4% | $1,420 | 加仓 |
| UNP | UNION PAC CORP | $32.29万 | 0.13% | 1,105 | -211 | -16.0% | -$6.17万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $32.31万 | 0.13% | 1,139 | -29 | -2.5% | -$8,228 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $32.42万 | 0.13% | 1,372 | 144 | 11.7% | $3.40万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $32.71万 | 0.13% | 14,386 | 1,462 | 11.3% | $3.32万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $33.45万 | 0.13% | 5,307 | 0 | 0.0% | — | 不变 |
| PSI | INVESCO EXCHANGE TRADED FD T | $33.47万 | 0.13% | 2,348 | 2,348 | — | $33.47万 | 新建仓 |
| EWJ | ISHARES INC | $33.91万 | 0.14% | 3,530 | 821 | 30.3% | $7.89万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $33.98万 | 0.14% | 1,509 | 1,509 | — | $33.98万 | 新建仓 |
| EMR | EMERSON ELEC CO | $34.00万 | 0.14% | 2,142 | -54 | -2.5% | -$8,570 | 减仓 |
| — | ALPS ETF TR | $34.11万 | 0.14% | 5,082 | 5,082 | — | $34.11万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $35.59万 | 0.14% | 1,672 | -28 | -1.6% | -$5,961 | 减仓 |
| LH | LABCORP HOLDINGS INC | $35.77万 | 0.14% | 1,113 | -24 | -2.1% | -$7,712 | 减仓 |
| NEM | NEWMONT CORP | $35.91万 | 0.14% | 3,062 | 101 | 3.4% | $1.18万 | 加仓 |
| COPX | GLOBAL X FDS | $36.03万 | 0.14% | 4,025 | 4,025 | — | $36.03万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $36.07万 | 0.14% | 1,592 | 71 | 4.7% | $1.61万 | 加仓 |
| AON | AON PLC | $36.13万 | 0.15% | 1,012 | 7 | 0.7% | $2,499 | 加仓 |
| T | AT&T INC | $36.14万 | 0.15% | 15,025 | 1,425 | 10.5% | $3.43万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $36.40万 | 0.15% | 352 | 6 | 1.7% | $6,204 | 加仓 |