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 |
|---|---|---|---|---|---|---|---|---|
| QTUM | ETF SER SOLUTIONS | $261.62万 | 0.82% | 24,382 | 801 | 3.4% | $8.59万 | 加仓 |
| LLY | ELI LILLY & CO | $273.08万 | 0.85% | 2,969 | 257 | 9.5% | $23.64万 | 加仓 |
| COWZ | PACER FDS TR | $282.40万 | 0.88% | 45,141 | 266 | 0.6% | $1.66万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $284.71万 | 0.89% | 30,693 | -2,234 | -6.8% | -$20.72万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $285.54万 | 0.89% | 11,781 | 2,713 | 29.9% | $65.76万 | 加仓 |
| BBH | VANECK ETF TRUST | $288.96万 | 0.90% | 15,368 | 775 | 5.3% | $14.57万 | 加仓 |
| NFLX | NETFLIX INC. | $293.60万 | 0.92% | 30,536 | 1,031 | 3.5% | $9.91万 | 加仓 |
| V | VISA INC | $300.48万 | 0.94% | 9,941 | -367 | -3.6% | -$11.09万 | 减仓 |
| MAGS | LISTED FDS TR | $300.78万 | 0.94% | 51,912 | 3,226 | 6.6% | $18.69万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $300.81万 | 0.94% | 7,678 | 857 | 12.6% | $33.58万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $315.90万 | 0.99% | 10,739 | 879 | 8.9% | $25.86万 | 加仓 |
| KLAC | KLA CORP | $338.88万 | 1.06% | 2,302 | 128 | 5.9% | $18.84万 | 加仓 |
| TSLA | TESLA INC | $378.55万 | 1.18% | 10,183 | 657 | 6.9% | $24.42万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $391.08万 | 1.22% | 8,161 | -575 | -6.6% | -$27.55万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $431.93万 | 1.35% | 18,456 | -720 | -3.8% | -$16.85万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $450.37万 | 1.41% | 30,540 | -940 | -3.0% | -$13.86万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $517.91万 | 1.62% | 104,030 | 6,163 | 6.3% | $30.68万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $546.38万 | 1.71% | 107,959 | 5,695 | 5.6% | $28.82万 | 加仓 |
| META | META PLATFORMS INC | $655.18万 | 2.05% | 11,451 | -547 | -4.6% | -$31.30万 | 减仓 |
| AVGO | BROADCOM INC | $668.92万 | 2.09% | 21,613 | 1,840 | 9.3% | $56.95万 | 加仓 |
| IJR | ISHARES TR | $686.72万 | 2.15% | 55,242 | 1,948 | 3.7% | $24.22万 | 加仓 |
| AMZN | AMAZON COM INC | $842.76万 | 2.64% | 40,465 | 933 | 2.4% | $19.43万 | 加仓 |
| IWR | ISHARES TR | $843.94万 | 2.64% | 86,799 | 2,488 | 3.0% | $24.19万 | 加仓 |
| GOOGL | ALPHABET INC | $1,306.11万 | 4.09% | 45,421 | 411 | 0.9% | $11.82万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,378.33万 | 4.31% | 37,236 | 227 | 0.6% | $8.40万 | 加仓 |
| AAPL | APPLE INC | $1,525.98万 | 4.78% | 60,128 | 1,519 | 2.6% | $38.55万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,535.60万 | 4.81% | 88,050 | 2,748 | 3.2% | $47.93万 | 加仓 |