Paragon Private Wealth Management, LLC
LEXINGTON KY · SEC CIK 0001922684
$3.20亿2026Q1 申报市值
218持仓数
31.3%前十大占比 · 第一大 4.8%
7 / 6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
SPY 加仓+$80.64万
IBM 加仓+$65.76万
AVGO 加仓+$56.95万
NVDA 加仓+$47.93万
AAPL 加仓+$38.55万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$190.46万
IJT 减仓-$47.10万
INTU 清仓-$32.41万
META 减仓-$31.30万
ARKB 清仓-$28.65万
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 |
|---|---|---|---|---|---|---|---|---|
| LMT | LOCKHEED MARTIN CORP | $61.74万 | 0.19% | 1,021 | 111 | 12.2% | $6.71万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $62.01万 | 0.19% | 4,239 | 351 | 9.0% | $5.13万 | 加仓 |
| CTAS | CINTAS CORP | $62.76万 | 0.20% | 3,711 | -88 | -2.3% | -$1.49万 | 减仓 |
| IHI | ISHARES TR | $63.01万 | 0.20% | 11,811 | 545 | 4.8% | $2.91万 | 加仓 |
| SO | SOUTHERN CO | $63.53万 | 0.20% | 6,583 | 853 | 14.9% | $8.23万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $65.35万 | 0.20% | 10,425 | 745 | 7.7% | $4.67万 | 加仓 |
| KO | COCA COLA CO | $65.42万 | 0.20% | 8,603 | 1,165 | 15.7% | $8.86万 | 加仓 |
| CALF | PACER FDS TR | $65.45万 | 0.20% | 14,587 | -599 | -3.9% | -$2.69万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $67.36万 | 0.21% | 8,321 | 911 | 12.3% | $7.37万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $68.41万 | 0.21% | 2,486 | -67 | -2.6% | -$1.84万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $72.04万 | 0.23% | 10,015 | 322 | 3.3% | $2.32万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $72.15万 | 0.23% | 1,699 | -276 | -14.0% | -$11.72万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $72.55万 | 0.23% | 2,598 | 104 | 4.2% | $2.90万 | 加仓 |
| NRG | NRG ENERGY INC | $74.03万 | 0.23% | 5,065 | -121 | -2.3% | -$1.77万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $77.37万 | 0.24% | 1,548 | -112 | -6.7% | -$5.60万 | 减仓 |
| TFC | TRUIST FINL CORP | $80.16万 | 0.25% | 17,438 | 1,980 | 12.8% | $9.10万 | 加仓 |
| PAYX | PAYCHEX INC | $80.35万 | 0.25% | 8,723 | 1,958 | 28.9% | $18.04万 | 加仓 |
| CAT | CATERPILLAR INC | $80.69万 | 0.25% | 1,138 | 147 | 14.8% | $10.42万 | 加仓 |
| HD | HOME DEPOT INC | $81.74万 | 0.26% | 2,485 | -299 | -10.7% | -$9.83万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $82.40万 | 0.26% | 4,973 | -190 | -3.7% | -$3.15万 | 减仓 |
| SYK | STRYKER CORPORATION | $82.54万 | 0.26% | 2,512 | 5 | 0.2% | $1,643 | 加仓 |
| BX | BLACKSTONE INC | $82.54万 | 0.26% | 7,178 | 2,568 | 55.7% | $29.53万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $82.77万 | 0.26% | 24,511 | -194 | -0.8% | -$6,551 | 减仓 |
| QQQ | INVESCO QQQ TR | $83.37万 | 0.26% | 1,444 | 85 | 6.3% | $4.91万 | 加仓 |
| NOBL | PROSHARES TR | $84.79万 | 0.27% | 7,998 | -805 | -9.1% | -$8.53万 | 减仓 |
| COP | CONOCOPHILLIPS | $85.02万 | 0.27% | 6,441 | 1,480 | 29.8% | $19.54万 | 加仓 |
| SPGI | S&P GLOBAL INC | $85.38万 | 0.27% | 2,007 | 16 | 0.8% | $6,807 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $86.29万 | 0.27% | 17,190 | 2,723 | 18.8% | $13.67万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $88.74万 | 0.28% | 1,925 | 47 | 2.5% | $2.17万 | 加仓 |
| QCOM | QUALCOMM INC | $89.81万 | 0.28% | 6,973 | 718 | 11.5% | $9.25万 | 加仓 |
| GOVT | ISHARES TR | $93.28万 | 0.29% | 40,716 | 166 | 0.4% | $3,803 | 加仓 |
| CSCO | CISCO SYS INC | $95.04万 | 0.30% | 12,249 | 1,453 | 13.5% | $11.27万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $95.09万 | 0.30% | 5,212 | 484 | 10.2% | $8.83万 | 加仓 |
| PEP | PEPSICO INC | $95.31万 | 0.30% | 6,137 | 638 | 11.6% | $9.91万 | 加仓 |
| CRM | SALESFORCE INC | $95.86万 | 0.30% | 5,135 | -506 | -9.0% | -$9.45万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $96.93万 | 0.30% | 15,447 | -503 | -3.2% | -$3.16万 | 减仓 |
| MDT | MEDTRONIC PLC | $99.25万 | 0.31% | 11,454 | 1,035 | 9.9% | $8.97万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $99.44万 | 0.31% | 14,265 | 0 | 0.0% | — | 不变 |
| SMIZ | ZACKS TRUST | $100.96万 | 0.32% | 27,236 | -1,101 | -3.9% | -$4.08万 | 减仓 |
| AMGN | AMGEN INC | $101.81万 | 0.32% | 2,894 | 142 | 5.2% | $5.00万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $104.15万 | 0.33% | 3,034 | -68 | -2.2% | -$2.33万 | 减仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $105.86万 | 0.33% | 21,832 | -67 | -0.3% | -$3,249 | 减仓 |
| IEF | ISHARES TR | $107.38万 | 0.34% | 11,251 | 858 | 8.3% | $8.19万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $108.78万 | 0.34% | 11,712 | -235 | -2.0% | -$2.18万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $111.02万 | 0.35% | 6,925 | 238 | 3.6% | $3.82万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $114.00万 | 0.36% | 3,556 | -134 | -3.6% | -$4.30万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $114.19万 | 0.36% | 5,620 | -857 | -13.2% | -$17.41万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $116.22万 | 0.36% | 9,466 | 73 | 0.8% | $8,963 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $116.93万 | 0.37% | 11,978 | -305 | -2.5% | -$2.98万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $117.07万 | 0.37% | 6,496 | -134 | -2.0% | -$2.41万 | 减仓 |
| ORCL | ORACLE CORP | $118.67万 | 0.37% | 8,067 | -1,405 | -14.8% | -$20.67万 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $120.89万 | 0.38% | 46,019 | 9,304 | 25.3% | $24.44万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $121.50万 | 0.38% | 12,929 | -1,914 | -12.9% | -$17.99万 | 减仓 |
| GE | GE AEROSPACE | $124.29万 | 0.39% | 4,380 | 638 | 17.0% | $18.10万 | 加仓 |
| DES | WISDOMTREE TR | $125.15万 | 0.39% | 34,821 | 6,507 | 23.0% | $23.39万 | 加仓 |
| — | ZACKS TRUST | $126.38万 | 0.40% | 46,877 | -1,713 | -3.5% | -$4.62万 | 减仓 |
| ADI | ANALOG DEVICES INC | $130.03万 | 0.41% | 4,087 | 108 | 2.7% | $3.44万 | 加仓 |
| VO | VANGUARD INDEX FDS | $130.37万 | 0.41% | 4,540 | 837 | 22.6% | $24.03万 | 加仓 |
| ILCG | ISHARES TR | $132.41万 | 0.41% | 13,868 | 2,893 | 26.4% | $27.62万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $132.58万 | 0.41% | 45,512 | 9,688 | 27.0% | $28.22万 | 加仓 |
| CVX | CHEVRON CORPORATION | $134.04万 | 0.42% | 6,479 | 833 | 14.8% | $17.23万 | 加仓 |
| MCD | MCDONALDS CORP | $134.91万 | 0.42% | 4,341 | 240 | 5.9% | $7.46万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $137.31万 | 0.43% | 18,774 | -1,285 | -6.4% | -$9.40万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $140.27万 | 0.44% | 13,663 | -1,242 | -8.3% | -$12.75万 | 减仓 |
| LOW | LOWES COS INC | $140.57万 | 0.44% | 5,949 | 230 | 4.0% | $5.43万 | 加仓 |
| SGOL | ETFS GOLD TR | $142.62万 | 0.45% | 31,963 | -159 | -0.5% | -$7,095 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $145.10万 | 0.45% | 5,574 | 206 | 3.8% | $5.36万 | 加仓 |
| URI | UNITED RENTALS INC | $146.29万 | 0.46% | 2,008 | 97 | 5.1% | $7.07万 | 加仓 |
| BOTZ | GLOBAL X FDS | $147.32万 | 0.46% | 44,347 | 3,664 | 9.0% | $12.17万 | 加仓 |
| WMT | WALMART INC | $148.62万 | 0.47% | 11,958 | 653 | 5.8% | $8.12万 | 加仓 |
| — | EXXON MOBIL CORP | $148.90万 | 0.47% | 8,777 | 230 | 2.7% | $3.90万 | 加仓 |
| TRGP | TARGA RES CORP | $151.30万 | 0.47% | 6,034 | -396 | -6.2% | -$9.93万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $156.78万 | 0.49% | 1,573 | 191 | 13.8% | $19.04万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $164.01万 | 0.51% | 14,997 | -841 | -5.3% | -$9.20万 | 减仓 |
| NLR | VANECK ETF TRUST | $164.92万 | 0.52% | 12,382 | 665 | 5.7% | $8.86万 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $165.98万 | 0.52% | 20,333 | -864 | -4.1% | -$7.05万 | 减仓 |
| GLW | CORNING INC | $167.51万 | 0.52% | 12,320 | 1,273 | 11.5% | $17.31万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $167.65万 | 0.52% | 30,349 | 5,540 | 22.3% | $30.60万 | 加仓 |
| GLD | SPDR GOLD TR | $167.77万 | 0.53% | 3,899 | 62 | 1.6% | $2.67万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $169.13万 | 0.53% | 10,646 | -260 | -2.4% | -$4.13万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $173.96万 | 0.54% | 12,044 | 596 | 5.2% | $8.61万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $180.02万 | 0.56% | 8,335 | -116 | -1.4% | -$2.51万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $180.70万 | 0.57% | 5,974 | -145 | -2.4% | -$4.39万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $187.12万 | 0.59% | 7,655 | 277 | 3.8% | $6.77万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $192.07万 | 0.60% | 3,214 | -3,187 | -49.8% | -$190.46万 | 减仓 |
| DE | DEERE & CO | $192.44万 | 0.60% | 3,416 | 212 | 6.6% | $11.94万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $194.12万 | 0.61% | 28,922 | -26 | -0.1% | -$1,745 | 减仓 |
| BLK | BLACKROCK INC | $195.54万 | 0.61% | 2,033 | 81 | 4.1% | $7.79万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $219.37万 | 0.69% | 3,373 | 1,240 | 58.1% | $80.64万 | 加仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $221.31万 | 0.69% | 34,569 | -1,158 | -3.2% | -$7.41万 | 减仓 |
| WM | WASTE MGMT INC DEL | $228.01万 | 0.71% | 9,923 | -213 | -2.1% | -$4.89万 | 减仓 |
| AMAT | APPLIED MATLS INC | $229.21万 | 0.72% | 6,706 | 213 | 3.3% | $7.28万 | 加仓 |
| ABBV | ABBVIE INC | $230.52万 | 0.72% | 10,599 | -88 | -0.8% | -$1.91万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $232.18万 | 0.73% | 5,316 | 563 | 11.8% | $24.59万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $238.02万 | 0.74% | 12,132 | 1,421 | 13.3% | $27.88万 | 加仓 |
| PWR | QUANTA SVCS INC | $241.63万 | 0.76% | 4,401 | -169 | -3.7% | -$9.28万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $251.64万 | 0.79% | 33,102 | 223 | 0.7% | $1.70万 | 加仓 |
| ZECP | ZACKS TRUST | $252.15万 | 0.79% | 74,535 | -2,869 | -3.7% | -$9.71万 | 减仓 |
| IWM | ISHARES TR | $254.77万 | 0.80% | 10,273 | 297 | 3.0% | $7.37万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $260.44万 | 0.82% | 66,813 | 6,809 | 11.3% | $26.54万 | 加仓 |