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 |
|---|---|---|---|---|---|---|---|---|
| SNDK | SANDISK CORP | $23.52万 | 0.09% | 190 | 190 | — | $23.52万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $23.42万 | 0.09% | 6,537 | 4 | 0.1% | $143 | 重新持有 |
| NEE | NEXTERA ENERGY INC | $23.32万 | 0.09% | 2,753 | 445 | 19.3% | $3.77万 | 加仓 |
| QYLD | GLOBAL X FDS | $22.94万 | 0.09% | 12,638 | 18 | 0.1% | $327 | 加仓 |
| NOW | SERVICENOW INC | $22.86万 | 0.09% | 1,794 | 1,794 | — | $22.86万 | 新建仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $22.45万 | 0.09% | 4,351 | -103 | -2.3% | -$5,314 | 减仓 |
| EWL | ISHARES INC | $22.19万 | 0.09% | 3,448 | 3,448 | — | $22.19万 | 新建仓 |
| GSEW | GOLDMAN SACHS ETF TR | $22.15万 | 0.09% | 2,263 | -380 | -14.4% | -$3.72万 | 减仓 |
| BLK | BLACKROCK INC | $21.50万 | 0.09% | 190 | 190 | — | $21.50万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $21.27万 | 0.09% | 2,948 | -932 | -24.0% | -$6.72万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $21.21万 | 0.09% | 639 | 639 | — | $21.21万 | 新建仓 |
| HXL | HEXCEL CORP NEW | $21.17万 | 0.09% | 2,100 | -261 | -11.1% | -$2.63万 | 重新持有 |
| VXF | VANGUARD INDEX FDS | $21.02万 | 0.08% | 853 | 853 | — | $21.02万 | 新建仓 |
| EWT | ISHARES INC | $21.00万 | 0.08% | 2,055 | 2,055 | — | $21.00万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $20.87万 | 0.08% | 616 | 27 | 4.6% | $9,149 | 重新持有 |
| IVW | ISHARES TR | $20.78万 | 0.08% | 1,466 | 1,466 | — | $20.78万 | 新建仓 |
| PSX | PHILLIPS 66 | $20.32万 | 0.08% | 943 | 943 | — | $20.32万 | 新建仓 |
| CAOS | EA SERIES TRUST | $20.31万 | 0.08% | 2,245 | -9,752 | -81.3% | -$88.22万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $20.25万 | 0.08% | 7,211 | 7,211 | — | $20.25万 | 新建仓 |
| EWP | ISHARES INC | $20.23万 | 0.08% | 3,242 | 3,242 | — | $20.23万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $20.01万 | 0.08% | 2,565 | 2,565 | — | $20.01万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $20.00万 | 0.08% | 478 | -184 | -27.8% | -$7.70万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $16.62万 | 0.07% | 10,139 | -50 | -0.5% | -$819 | 减仓 |
| — | ODYSSEY MARINE EXPL INC | $8.77万 | 0.04% | 100,000 | 100,000 | — | $8.77万 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $5.99万 | 0.02% | 10,869 | 7 | 0.1% | $39 | 加仓 |
| — | PATRIOT NATL BANCORP INC | $5.80万 | 0.02% | 50,000 | 0 | 0.0% | — | 不变 |
| 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 |