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 |
|---|---|---|---|---|---|---|---|---|
| LNC | LINCOLN NATL CORP IND | $44.76万 | 0.22% | 12,608 | -222 | -1.7% | -$7,881 | 减仓 |
| GE | GE AEROSPACE | $44.10万 | 0.21% | 1,554 | 16 | 1.0% | $4,540 | 加仓 |
| GEV | GE VERNOVA INC | $43.03万 | 0.21% | 493 | 22 | 4.7% | $1.92万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $42.84万 | 0.21% | 1,248 | 60 | 5.1% | $2.06万 | 加仓 |
| MRK | MERCK & CO INC | $42.72万 | 0.21% | 3,552 | -173 | -4.6% | -$2.08万 | 减仓 |
| EWY | ISHARES INC | $41.86万 | 0.20% | 3,403 | 606 | 21.7% | $7.45万 | 加仓 |
| EEM | ISHARES TR | $41.77万 | 0.20% | 7,356 | 83 | 1.1% | $4,714 | 加仓 |
| BAC | BANK AMERICA CORP | $41.42万 | 0.20% | 8,497 | -663 | -7.2% | -$3.23万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $41.22万 | 0.20% | 4,015 | 48 | 1.2% | $4,928 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $41.22万 | 0.20% | 890 | 76 | 9.3% | $3.52万 | 加仓 |
| CB | CHUBB LTD SWITZ | $41.10万 | 0.20% | 1,261 | 24 | 1.9% | $7,822 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $40.84万 | 0.20% | 2,470 | 183 | 8.0% | $3.03万 | 加仓 |
| PEP | PEPSICO INC | $40.55万 | 0.19% | 2,611 | 162 | 6.6% | $2.52万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $40.38万 | 0.19% | 8,017 | -1,938 | -19.5% | -$9.76万 | 减仓 |
| T | AT&T INC | $39.43万 | 0.19% | 13,600 | -49 | -0.4% | -$1,421 | 减仓 |
| RTX | RTX CORPORATION | $37.73万 | 0.18% | 1,956 | 129 | 7.1% | $2.49万 | 加仓 |
| IVV | ISHARES TR | $37.30万 | 0.18% | 571 | -4 | -0.7% | -$2,613 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $36.25万 | 0.17% | 3,056 | -28 | -0.9% | -$3,322 | 减仓 |
| — | A2Z CUST2MATE SOLUTIONS CORP | $36.15万 | 0.17% | 54,204 | 8,293 | 18.1% | $5.53万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $35.48万 | 0.17% | 1,311 | 43 | 3.4% | $1.16万 | 加仓 |
| WM | WASTE MGMT INC DEL | $34.95万 | 0.17% | 1,521 | 15 | 1.0% | $3,447 | 加仓 |
| AMGN | AMGEN INC | $34.90万 | 0.17% | 992 | 56 | 6.0% | $1.97万 | 加仓 |
| URTH | ISHARES INC | $34.53万 | 0.17% | 1,918 | 71 | 3.8% | $1.28万 | 加仓 |
| TXN | TEXAS INSTRS INC | $34.29万 | 0.16% | 1,766 | 115 | 7.0% | $2.23万 | 加仓 |
| — | EA SERIES TRUST | $33.65万 | 0.16% | 13,387 | -43,434 | -76.4% | -$109.16万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $33.02万 | 0.16% | 3,944 | -42 | -1.1% | -$3,517 | 减仓 |
| GILD | GILEAD SCIENCES INC | $32.99万 | 0.16% | 2,367 | 637 | 36.8% | $8.88万 | 加仓 |
| AIA | ISHARES TR | $32.79万 | 0.16% | 3,089 | 175 | 6.0% | $1.86万 | 加仓 |
| AON | AON PLC | $32.44万 | 0.16% | 1,005 | -13 | -1.3% | -$4,196 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $32.16万 | 0.15% | 3,422 | -1 | -0.0% | -$94 | 减仓 |
| NEM | NEWMONT CORP | $32.05万 | 0.15% | 2,961 | 242 | 8.9% | $2.62万 | 加仓 |
| UNP | UNION PAC CORP | $31.93万 | 0.15% | 1,316 | 131 | 11.1% | $3.18万 | 加仓 |
| CRM | SALESFORCE INC | $31.81万 | 0.15% | 1,704 | -271 | -13.7% | -$5.06万 | 减仓 |
| VGT | VANGUARD WORLD FD | $30.84万 | 0.15% | 442 | 0 | 0.0% | — | 不变 |
| FR | FIRST INDL RLTY TR INC | $30.70万 | 0.15% | 5,307 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $30.66万 | 0.15% | 2,216 | 422 | 23.5% | $5.84万 | 加仓 |
| KLAC | KLA CORP | $30.48万 | 0.15% | 207 | 25 | 13.7% | $3.68万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $30.33万 | 0.15% | 1,137 | 2 | 0.2% | $534 | 加仓 |
| MS | MORGAN STANLEY | $30.08万 | 0.14% | 1,828 | -15 | -0.8% | -$2,469 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $30.01万 | 0.14% | 12,924 | 343 | 2.7% | $7,964 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $29.81万 | 0.14% | 5,938 | 1,443 | 32.1% | $7.24万 | 加仓 |
| APH | AMPHENOL CORP | $29.77万 | 0.14% | 2,356 | 499 | 26.9% | $6.30万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $29.77万 | 0.14% | 1,228 | 1 | 0.1% | $242 | 加仓 |
| MPC | MARATHON PETE CORP | $29.48万 | 0.14% | 1,207 | -30 | -2.4% | -$7,328 | 减仓 |
| DIS | DISNEY WALT CO | $29.38万 | 0.14% | 3,048 | -5 | -0.2% | -$482 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $29.27万 | 0.14% | 346 | 9 | 2.7% | $7,614 | 加仓 |
| EMR | EMERSON ELEC CO | $28.77万 | 0.14% | 2,196 | 19 | 0.9% | $2,489 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $28.63万 | 0.14% | 68 | -26 | -27.7% | -$10.95万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $28.57万 | 0.14% | 3,880 | 0 | 0.0% | — | 不变 |
| EIS | ISHARES INC | $28.43万 | 0.14% | 2,450 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $28.18万 | 0.14% | 5,569 | 244 | 4.6% | $1.23万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $28.00万 | 0.13% | 2,860 | -123 | -4.1% | -$1.20万 | 减仓 |
| QCOM | QUALCOMM INC | $27.96万 | 0.13% | 2,171 | -253 | -10.4% | -$3.26万 | 减仓 |
| — | HONEYWELL INTL INC | $27.76万 | 0.13% | 1,228 | 267 | 27.8% | $6.04万 | 加仓 |
| ADI | ANALOG DEVICES INC | $27.55万 | 0.13% | 866 | 866 | — | $27.55万 | 新建仓 |
| GLW | CORNING INC | $27.50万 | 0.13% | 2,022 | -302 | -13.0% | -$4.11万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $27.12万 | 0.13% | 10,803 | 10,803 | — | $27.12万 | 新建仓 |
| IYW | ISHARES TR | $27.00万 | 0.13% | 1,488 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $26.92万 | 0.13% | 1,168 | 64 | 5.8% | $1.47万 | 加仓 |
| C | CITIGROUP INC | $26.90万 | 0.13% | 2,372 | -17 | -0.7% | -$1,928 | 减仓 |
| IXUS | ISHARES TR | $26.88万 | 0.13% | 3,103 | -1,068 | -25.6% | -$9.25万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $26.74万 | 0.13% | 4,307 | 59 | 1.4% | $3,663 | 加仓 |
| CALF | PACER FDS TR | $25.91万 | 0.12% | 5,775 | 2 | 0.0% | $90 | 加仓 |
| MEAR | ISHARES U S ETF TR | $25.37万 | 0.12% | 5,040 | -337 | -6.3% | -$1.70万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $25.22万 | 0.12% | 547 | -61 | -10.0% | -$2.81万 | 减仓 |
| AGM | FEDERAL AGRIC MTG CORP | $24.99万 | 0.12% | 1,685 | 36 | 2.2% | $5,339 | 加仓 |
| SLV | ISHARES SILVER TR | $24.94万 | 0.12% | 3,660 | -4,349 | -54.3% | -$29.63万 | 减仓 |
| EWU | ISHARES TR | $24.75万 | 0.12% | 5,432 | 97 | 1.8% | $4,419 | 加仓 |
| ANET | ARISTA NETWORKS INC | $24.65万 | 0.12% | 2,008 | 527 | 35.6% | $6.47万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $24.31万 | 0.12% | 1,503 | -495 | -24.8% | -$8.01万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $23.93万 | 0.11% | 3,375 | -11 | -0.3% | -$780 | 减仓 |
| CPRT | COPART INC | $23.82万 | 0.11% | 7,176 | -605 | -7.8% | -$2.01万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $23.62万 | 0.11% | 3,060 | 3,060 | — | $23.62万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $23.24万 | 0.11% | 1,680 | 107 | 6.8% | $1.48万 | 加仓 |
| PFE | PFIZER INC | $23.10万 | 0.11% | 8,226 | 8,226 | — | $23.10万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $22.95万 | 0.11% | 3,784 | 22 | 0.6% | $1,334 | 加仓 |
| EWJ | ISHARES INC | $22.87万 | 0.11% | 2,709 | -37 | -1.3% | -$3,124 | 减仓 |
| VTI | VANGUARD INDEX FDS | $22.62万 | 0.11% | 705 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $22.59万 | 0.11% | 2,281 | -236 | -9.4% | -$2.34万 | 减仓 |
| INTU | INTUIT | $22.40万 | 0.11% | 518 | -56 | -9.8% | -$2.42万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $22.37万 | 0.11% | 2,643 | -16 | -0.6% | -$1,354 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.37万 | 0.11% | 662 | 662 | — | $22.37万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $22.23万 | 0.11% | 1,740 | -30 | -1.7% | -$3,832 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $22.17万 | 0.11% | 4,430 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $22.10万 | 0.11% | 1,849 | 65 | 3.6% | $7,770 | 加仓 |
| WIW | WESTERN AST INFL LKD OPP & I | $22.05万 | 0.11% | 26,066 | -4,558 | -14.9% | -$3.86万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $21.95万 | 0.11% | 2,090 | 2,090 | — | $21.95万 | 新建仓 |
| AVIV | AMERICAN CENTY ETF TR | $21.88万 | 0.11% | 2,924 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $21.86万 | 0.11% | 2,779 | 2,779 | — | $21.86万 | 新建仓 |
| QYLD | GLOBAL X FDS | $21.64万 | 0.10% | 12,620 | 8 | 0.1% | $137 | 加仓 |
| ETN | EATON CORP PLC | $21.60万 | 0.10% | 604 | 604 | — | $21.60万 | 新建仓 |
| LIN | LINDE PLC | $21.52万 | 0.10% | 434 | -25 | -5.4% | -$1.24万 | 重新持有 |
| NEE | NEXTERA ENERGY INC | $21.44万 | 0.10% | 2,308 | 2,308 | — | $21.44万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $21.28万 | 0.10% | 1,486 | -24 | -1.6% | -$3,438 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $20.99万 | 0.10% | 1,004 | 1,004 | — | $20.99万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $20.49万 | 0.10% | 3,345 | -3,028 | -47.5% | -$18.55万 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $20.44万 | 0.10% | 4,454 | -28 | -0.6% | -$1,285 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $20.12万 | 0.10% | 184 | 184 | — | $20.12万 | 新建仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $20.11万 | 0.10% | 4,508 | 4,508 | — | $20.11万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $15.33万 | 0.07% | 10,189 | 0 | 0.0% | — | 不变 |