PARAGON FINANCIAL PARTNERS, INC.
WOODLAND HILLS CA · SEC CIK 0001910845
$1.77亿2026Q1 申报市值
77持仓数
66.7%前十大占比 · 第一大 12.8%
3 / 1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
GPIQ 加仓+$291.79万
XLU 加仓+$287.40万
VHT 加仓+$106.99万
IGV 加仓+$93.59万
ETV 加仓+$75.99万
2026Q1 卖出最多 按季末市值估算
PLTR 清仓-$24.89万
MDLZ 减仓-$7.94万
IHI 减仓-$7.75万
BA 减仓-$4.48万
CRWD 减仓-$3.98万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $2,262.07万 | 12.81% | 32,573 | 261 | 0.8% | $18.13万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,986.81万 | 11.25% | 101,105 | 1 | 0.0% | $197 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,676.31万 | 9.49% | 109,477 | 3,491 | 3.3% | $53.45万 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $1,447.42万 | 8.20% | 994,107 | 52,191 | 5.5% | $75.99万 | 加仓 |
| IWF | ISHARES TR | $1,076.96万 | 6.10% | 23,383 | 401 | 1.7% | $18.47万 | 加仓 |
| VHT | VANGUARD WORLD FD | $926.60万 | 5.25% | 33,343 | 3,850 | 13.1% | $106.99万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $707.15万 | 4.00% | 152,173 | 61,847 | 68.5% | $287.40万 | 加仓 |
| ITA | ISHARES TR | $673.85万 | 3.82% | 28,622 | 319 | 1.1% | $7.51万 | 加仓 |
| AAPL | APPLE INC | $644.75万 | 3.65% | 24,910 | 10 | 0.0% | $2,588 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $382.01万 | 2.16% | 72,501 | 55,379 | 323.4% | $291.79万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $339.64万 | 1.92% | 65,593 | 992 | 1.5% | $5.14万 | 加仓 |
| MSFT | MICROSOFT CORP | $301.92万 | 1.71% | 7,680 | 4 | 0.1% | $1,573 | 加仓 |
| IWP | ISHARES TR | $273.79万 | 1.55% | 20,359 | 1,450 | 7.7% | $19.50万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $261.99万 | 1.48% | 2,688 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $256.94万 | 1.46% | 3,878 | 300 | 8.4% | $19.88万 | 加仓 |
| IGV | ISHARES TR | $244.61万 | 1.39% | 30,777 | 11,776 | 62.0% | $93.59万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $228.80万 | 1.30% | 15,466 | 60 | 0.4% | $8,876 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $182.36万 | 1.03% | 19,500 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $174.86万 | 0.99% | 16,453 | -80 | -0.5% | -$8,502 | 减仓 |
| IWD | ISHARES TR | $173.22万 | 0.98% | 7,707 | 98 | 1.3% | $2.20万 | 加仓 |
| BAC | BANK AMERICA CORP | $161.71万 | 0.92% | 30,311 | 15 | 0.0% | $800 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $148.02万 | 0.84% | 9,282 | 7 | 0.1% | $1,116 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $137.57万 | 0.78% | 13,829 | 6,017 | 77.0% | $59.86万 | 加仓 |
| AMZN | AMAZON COM INC | $126.75万 | 0.72% | 5,090 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $125.66万 | 0.71% | 3,775 | 2 | 0.1% | $666 | 加仓 |
| GLD | SPDR GOLD TR | $112.43万 | 0.64% | 2,526 | -50 | -1.9% | -$2.23万 | 减仓 |
| MCD | MCDONALDS CORP | $111.31万 | 0.63% | 3,671 | 1 | 0.0% | $303 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $107.13万 | 0.61% | 4,200 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $106.92万 | 0.61% | 5,291 | -62 | -1.2% | -$1.25万 | 减仓 |
| TSLA | TESLA INC | $105.29万 | 0.60% | 2,891 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $105.01万 | 0.59% | 1,632 | 381 | 30.5% | $24.51万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $95.58万 | 0.54% | 5,818 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $94.52万 | 0.54% | 4,888 | 41 | 0.8% | $7,928 | 加仓 |
| IHI | ISHARES TR | $91.91万 | 0.52% | 16,911 | -1,426 | -7.8% | -$7.75万 | 减仓 |
| CSCO | CISCO SYS INC | $89.81万 | 0.51% | 10,871 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $88.30万 | 0.50% | 2,977 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $82.28万 | 0.47% | 1,723 | 10 | 0.6% | $4,775 | 加仓 |
| MO | ALTRIA GROUP INC | $76.21万 | 0.43% | 11,614 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $70.01万 | 0.40% | 1,841 | 10 | 0.5% | $3,803 | 加仓 |
| SDY | SPDR SERIES TRUST | $56.93万 | 0.32% | 3,861 | 10 | 0.3% | $1,475 | 加仓 |
| YUM | YUM BRANDS INC | $56.00万 | 0.32% | 3,466 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $53.81万 | 0.30% | 699 | 1 | 0.1% | $770 | 加仓 |
| VTI | VANGUARD INDEX FDS | $49.38万 | 0.28% | 1,441 | 3 | 0.2% | $1,028 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $49.10万 | 0.28% | 2,188 | 4 | 0.2% | $898 | 加仓 |
| IGM | ISHARES TR | $48.58万 | 0.28% | 3,658 | 1 | 0.0% | $133 | 加仓 |
| GOOG | ALPHABET INC | $47.69万 | 0.27% | 1,443 | 1 | 0.1% | $330 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $47.47万 | 0.27% | 1,977 | 0 | 0.0% | — | 不变 |
| — | INTEL CORP 看涨期权 | $46.63万 | 0.26% | 10,000 | 10,000 | — | $46.63万 | 新建仓 |
| MCK | MCKESSON CORP | $46.33万 | 0.26% | 537 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $45.38万 | 0.26% | 9,326 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $42.85万 | 0.24% | 4,352 | 1 | 0.0% | $98 | 加仓 |
| IYJ | ISHARES TR | $42.05万 | 0.24% | 2,665 | 1 | 0.0% | $158 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $41.82万 | 0.24% | 1,344 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $41.40万 | 0.23% | 1,850 | -200 | -9.8% | -$4.48万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $40.33万 | 0.23% | 1,209 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $39.85万 | 0.23% | 1,000 | -100 | -9.1% | -$3.98万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $37.84万 | 0.21% | 4,644 | 19 | 0.4% | $1,548 | 加仓 |
| ABBV | ABBVIE INC | $37.79万 | 0.21% | 1,797 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $37.12万 | 0.21% | 1,545 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $37.07万 | 0.21% | 8,800 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $36.99万 | 0.21% | 3,083 | 2 | 0.1% | $240 | 加仓 |
| INTC | INTEL CORP | $36.50万 | 0.21% | 5,720 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $33.28万 | 0.19% | 2,230 | 6 | 0.3% | $895 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $33.08万 | 0.19% | 5,082 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $31.96万 | 0.18% | 4,146 | 4,146 | — | $31.96万 | 新建仓 |
| KO | COCA COLA CO | $29.93万 | 0.17% | 3,943 | 2 | 0.1% | $152 | 加仓 |
| SPTM | SPDR SERIES TRUST | $29.22万 | 0.17% | 3,462 | -351 | -9.2% | -$2.96万 | 减仓 |
| QQQ | INVESCO QQQ TR | $28.05万 | 0.16% | 440 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $27.12万 | 0.15% | 1,783 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $26.63万 | 0.15% | 8,000 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $26.56万 | 0.15% | 4,592 | -1,373 | -23.0% | -$7.94万 | 减仓 |
| EBAY | EBAY INC. | $25.47万 | 0.14% | 2,537 | -51 | -2.0% | -$5,120 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $22.54万 | 0.13% | 4,688 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $20.52万 | 0.12% | 1,256 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $20.45万 | 0.12% | 1,993 | 1 | 0.1% | $103 | 加仓 |
| VBR | VANGUARD INDEX FDS | $20.34万 | 0.12% | 893 | 893 | — | $20.34万 | 新建仓 |
| SNAP | SNAP INC | $5.98万 | 0.03% | 10,686 | 376 | 3.6% | $2,106 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,400 | -100.0% | -$24.89万 | 清仓 |