PARAGON FINANCIAL PARTNERS, INC.
WOODLAND HILLS CA · SEC CIK 0001910845
$1.87亿2026Q2 申报市值
79持仓数
65.7%前十大占比 · 第一大 12.9%
3 / 1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
ITA 加仓+$59.75万
CRWD 加仓+$57.26万
GPIQ 加仓+$40.60万
IVV 新建仓+$37.79万
AFL 新建仓+$21.21万
2026Q2 卖出最多 按季末市值估算
VYM 减仓-$52.80万
IWF 减仓-$34.29万
ETV 减仓-$30.75万
VHT 减仓-$26.70万
DIS 清仓-$20.45万
2026Q2 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 | $2,418.57万 | 12.92% | 32,376 | -197 | -0.6% | -$14.72万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,029.70万 | 10.84% | 101,106 | 1 | 0.0% | $201 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,720.29万 | 9.19% | 106,217 | -3,260 | -3.0% | -$52.80万 | 减仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $1,426.61万 | 7.62% | 973,129 | -20,978 | -2.1% | -$30.75万 | 减仓 |
| IWF | ISHARES TR | $1,072.38万 | 5.73% | 90,634 | -2,898 | -3.1% | -$34.29万 | 减仓 |
| VHT | VANGUARD WORLD FD | $989.64万 | 5.28% | 32,467 | -876 | -2.6% | -$26.70万 | 减仓 |
| AAPL | APPLE INC | $785.15万 | 4.19% | 25,417 | 507 | 2.0% | $15.66万 | 加仓 |
| ITA | ISHARES TR | $745.70万 | 3.98% | 31,115 | 2,493 | 8.7% | $59.75万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $673.31万 | 3.60% | 151,817 | -356 | -0.2% | -$1.58万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $443.12万 | 2.37% | 79,814 | 7,313 | 10.1% | $40.60万 | 加仓 |
| MSFT | MICROSOFT CORP | $377.77万 | 2.02% | 8,129 | 449 | 5.8% | $20.87万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $362.21万 | 1.93% | 63,612 | -1,981 | -3.0% | -$11.28万 | 减仓 |
| IGV | ISHARES TR | $280.01万 | 1.50% | 29,606 | -1,171 | -3.8% | -$11.08万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $271.38万 | 1.45% | 15,476 | 10 | 0.1% | $1,754 | 加仓 |
| IWP | ISHARES TR | $267.12万 | 1.43% | 19,492 | -867 | -4.3% | -$11.88万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $255.96万 | 1.37% | 2,689 | 1 | 0.0% | $952 | 加仓 |
| META | META PLATFORMS INC | $216.95万 | 1.16% | 3,897 | 19 | 0.5% | $1.06万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $199.98万 | 1.07% | 4,200 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $193.57万 | 1.03% | 31,246 | 935 | 3.1% | $5.79万 | 加仓 |
| IWD | ISHARES TR | $183.78万 | 0.98% | 7,298 | -409 | -5.3% | -$10.30万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $177.21万 | 0.95% | 9,287 | 5 | 0.1% | $954 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $174.23万 | 0.93% | 19,500 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $148.13万 | 0.79% | 14,304 | 475 | 3.4% | $4.92万 | 加仓 |
| GOOGL | ALPHABET INC | $142.86万 | 0.76% | 4,011 | 236 | 6.3% | $8.41万 | 加仓 |
| AMZN | AMAZON COM INC | $139.86万 | 0.75% | 5,150 | 60 | 1.2% | $1.63万 | 加仓 |
| CSCO | CISCO SYS INC | $126.09万 | 0.67% | 10,871 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE INC | $119.53万 | 0.64% | 5,818 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $117.98万 | 0.63% | 16,453 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $117.31万 | 0.63% | 5,303 | 12 | 0.2% | $2,655 | 加仓 |
| VOO | VANGUARD INDEX FDS | $113.22万 | 0.60% | 1,626 | -6 | -0.4% | -$4,178 | 减仓 |
| TSLA | TESLA INC | $105.53万 | 0.56% | 3,391 | 500 | 17.3% | $15.56万 | 加仓 |
| MCD | MCDONALDS CORP | $98.85万 | 0.53% | 3,653 | -18 | -0.5% | -$4,871 | 减仓 |
| GLD | SPDR GOLD TR | $96.04万 | 0.51% | 2,585 | 59 | 2.3% | $2.19万 | 加仓 |
| — | INTEL CORP 看涨期权 | $90.20万 | 0.48% | 10,000 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $90.19万 | 0.48% | 4,936 | 48 | 1.0% | $8,770 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $88.39万 | 0.47% | 1,728 | 5 | 0.3% | $2,558 | 加仓 |
| MO | ALTRIA GROUP INC | $79.36万 | 0.42% | 11,614 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $78.22万 | 0.42% | 2,977 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $77.31万 | 0.41% | 14,723 | -2,188 | -12.9% | -$11.49万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $76.34万 | 0.41% | 4,000 | 3,000 | 300.0% | $57.26万 | 加仓 |
| IWB | ISHARES TR | $74.99万 | 0.40% | 1,836 | -5 | -0.3% | -$2,042 | 减仓 |
| VGT | VANGUARD WORLD FD | $63.33万 | 0.34% | 5,597 | 5 | 0.1% | $566 | 加仓 |
| GOOG | ALPHABET INC | $60.03万 | 0.32% | 1,683 | 240 | 16.6% | $8.56万 | 加仓 |
| SDY | SPDR SERIES TRUST | $60.02万 | 0.32% | 3,872 | 11 | 0.3% | $1,705 | 加仓 |
| IGM | ISHARES TR | $56.18万 | 0.30% | 3,659 | 1 | 0.0% | $154 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $54.81万 | 0.29% | 2,138 | 161 | 8.1% | $4.13万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $53.16万 | 0.28% | 1,444 | 3 | 0.2% | $1,105 | 加仓 |
| YUM | YUM BRANDS INC | $53.13万 | 0.28% | 3,466 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $52.65万 | 0.28% | 2,192 | 4 | 0.2% | $961 | 加仓 |
| INTC | INTEL CORP | $51.59万 | 0.28% | 5,720 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $47.34万 | 0.25% | 1,346 | 2 | 0.1% | $703 | 加仓 |
| MCK | MCKESSON CORP | $45.98万 | 0.25% | 537 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $45.81万 | 0.24% | 4,353 | 1 | 0.0% | $105 | 加仓 |
| ABBV | ABBVIE INC | $45.12万 | 0.24% | 1,798 | 1 | 0.1% | $251 | 加仓 |
| MRK | MERCK & CO INC | $44.78万 | 0.24% | 3,439 | 356 | 11.5% | $4.64万 | 加仓 |
| IYJ | ISHARES TR | $43.71万 | 0.23% | 2,667 | 2 | 0.1% | $328 | 加仓 |
| EXC | EXELON CORP | $42.73万 | 0.23% | 9,326 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $41.21万 | 0.22% | 1,209 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $39.99万 | 0.21% | 1,850 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $39.70万 | 0.21% | 4,668 | 24 | 0.5% | $2,041 | 加仓 |
| IVV | ISHARES TR | $37.79万 | 0.20% | 504 | 504 | — | $37.79万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $37.01万 | 0.20% | 4,206 | 60 | 1.4% | $5,279 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $35.95万 | 0.19% | 5,082 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $35.17万 | 0.19% | 2,263 | 33 | 1.5% | $5,129 | 加仓 |
| KO | COCA COLA CO | $35.04万 | 0.19% | 4,001 | 58 | 1.5% | $5,080 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $34.55万 | 0.18% | 1,545 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $31.36万 | 0.17% | 8,800 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $30.80万 | 0.16% | 440 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $30.79万 | 0.16% | 3,393 | -69 | -2.0% | -$6,261 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $30.09万 | 0.16% | 4,830 | 238 | 5.2% | $1.48万 | 加仓 |
| ITOT | ISHARES TR | $29.17万 | 0.16% | 1,783 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $28.94万 | 0.15% | 2,538 | 1 | 0.0% | $114 | 加仓 |
| — | GSK PLC 看涨期权 | $25.84万 | 0.14% | 5,000 | 5,000 | — | $25.84万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $23.51万 | 0.13% | 4,688 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $23.30万 | 0.12% | 8,000 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $22.32万 | 0.12% | 1,256 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $21.91万 | 0.12% | 896 | 3 | 0.3% | $734 | 加仓 |
| AFL | AFLAC INC | $21.21万 | 0.11% | 1,664 | 1,664 | — | $21.21万 | 新建仓 |
| SNAP | SNAP INC | $5.27万 | 0.03% | 11,229 | 543 | 5.1% | $2,547 | 加仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,993 | -100.0% | -$20.45万 | 清仓 |