13F 机构持仓

Paragon Private Wealth Management, LLC

LEXINGTON KY · SEC CIK 0001922684

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.83亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 4.8%
AAPL 4.8%
MSFT 4.3%
GOOGL 4.1%
IWR 2.6%
AMZN 2.6%
IJR 2.1%
AVGO 2.1%
META 2.1%
JPST 1.7%

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
NVDA NVIDIA CORPORATION $1,535.60万4.81%88,050 2,7483.2% $47.93万 加仓
AAPL APPLE INC $1,525.98万4.78%60,128 1,5192.6% $38.55万 加仓
MSFT MICROSOFT CORP $1,378.33万4.31%37,236 2270.6% $8.40万 加仓
GOOGL ALPHABET INC $1,306.11万4.09%45,421 4110.9% $11.82万 加仓
IWR ISHARES TR $843.94万2.64%86,799 2,4883.0% $24.19万 加仓
AMZN AMAZON COM INC $842.76万2.64%40,465 9332.4% $19.43万 加仓
IJR ISHARES TR $686.72万2.15%55,242 1,9483.7% $24.22万 加仓
AVGO BROADCOM INC $668.92万2.09%21,613 1,8409.3% $56.95万 加仓
META META PLATFORMS INC $655.18万2.05%11,451 -547-4.6% -$31.30万 减仓
JPST J P MORGAN EXCHANGE TRADED F $546.38万1.71%107,959 5,6955.6% $28.82万 加仓
VUSB VANGUARD BD INDEX FDS $517.91万1.62%104,030 6,1636.3% $30.68万 加仓
FTXL FIRST TR EXCHANGE TRADED FD $450.37万1.41%30,540 -940-3.0% -$13.86万 减仓
FDN FIRST TR EXCHANGE-TRADED FD $431.93万1.35%18,456 -720-3.8% -$16.85万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $391.08万1.22%8,161 -575-6.6% -$27.55万 减仓
TSLA TESLA INC $378.55万1.18%10,183 6576.9% $24.42万 加仓
KLAC KLA CORP $338.88万1.06%2,302 1285.9% $18.84万 加仓
JPM JPMORGAN CHASE & CO $315.90万0.99%10,739 8798.9% $25.86万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $300.81万0.94%7,678 85712.6% $33.58万 加仓
MAGS LISTED FDS TR $300.78万0.94%51,912 3,2266.6% $18.69万 加仓
V VISA INC $300.48万0.94%9,941 -367-3.6% -$11.09万 减仓
NFLX NETFLIX INC. $293.60万0.92%30,536 1,0313.5% $9.91万 加仓
BBH VANECK ETF TRUST $288.96万0.90%15,368 7755.3% $14.57万 加仓
IBM INTERNATIONAL BUSINESS MACHS $285.54万0.89%11,781 2,71329.9% $65.76万 加仓
FTCS FIRST TR EXCHANGE-TRADED FD $284.71万0.89%30,693 -2,234-6.8% -$20.72万 减仓
COWZ PACER FDS TR $282.40万0.88%45,141 2660.6% $1.66万 加仓
LLY ELI LILLY & CO $273.08万0.85%2,969 2579.5% $23.64万 加仓
QTUM ETF SER SOLUTIONS $261.62万0.82%24,382 8013.4% $8.59万 加仓
RECS COLUMBIA ETF TR I $260.44万0.82%66,813 6,80911.3% $26.54万 加仓
IWM ISHARES TR $254.77万0.80%10,273 2973.0% $7.37万 加仓
ZECP ZACKS TRUST $252.15万0.79%74,535 -2,869-3.7% -$9.71万 减仓
XSMO INVESCO EXCHANGE TRADED FD T $251.64万0.79%33,102 2230.7% $1.70万 加仓
PWR QUANTA SVCS INC $241.63万0.76%4,401 -169-3.7% -$9.28万 减仓
VTV VANGUARD INDEX FDS $238.02万0.74%12,132 1,42113.3% $27.88万 加仓
VUG VANGUARD INDEX FDS $232.18万0.73%5,316 56311.8% $24.59万 加仓
ABBV ABBVIE INC $230.52万0.72%10,599 -88-0.8% -$1.91万 减仓
AMAT APPLIED MATLS INC $229.21万0.72%6,706 2133.3% $7.28万 加仓
WM WASTE MGMT INC DEL $228.01万0.71%9,923 -213-2.1% -$4.89万 减仓
FXD FIRST TR EXCHANGE-TRADED FD $221.31万0.69%34,569 -1,158-3.2% -$7.41万 减仓
SPY STATE STR SPDR S&P 500 ETF T $219.37万0.69%3,373 1,24058.1% $80.64万 加仓
BLK BLACKROCK INC $195.54万0.61%2,033 814.1% $7.79万 加仓
JHMM JOHN HANCOCK EXCHANGE TRADED $194.12万0.61%28,922 -26-0.1% -$1,745 减仓
DE DEERE & CO $192.44万0.60%3,416 2126.6% $11.94万 加仓
VOO VANGUARD INDEX FDS $192.07万0.60%3,214 -3,187-49.8% -$190.46万 减仓
JNJ JOHNSON & JOHNSON $187.12万0.59%7,655 2773.8% $6.77万 加仓
AXP AMERICAN EXPRESS CO $180.70万0.57%5,974 -145-2.4% -$4.39万 减仓
QTEC FIRST TR EXCHANGE-TRADED FD $180.02万0.56%8,335 -116-1.4% -$2.51万 减仓
PG PROCTER & GAMBLE CO $173.96万0.54%12,044 5965.2% $8.61万 加仓
FXL FIRST TR EXCHANGE-TRADED FD $169.13万0.53%10,646 -260-2.4% -$4.13万 减仓
GLD SPDR GOLD TR $167.77万0.53%3,899 621.6% $2.67万 加仓
FDVV FIDELITY COVINGTON TRUST $167.65万0.52%30,349 5,54022.3% $30.60万 加仓
GLW CORNING INC $167.51万0.52%12,320 1,27311.5% $17.31万 加仓
FXR FIRST TR EXCHANGE-TRADED FD $165.98万0.52%20,333 -864-4.1% -$7.05万 减仓
NLR VANECK ETF TRUST $164.92万0.52%12,382 6655.7% $8.86万 加仓
SKYY FIRST TR EXCHANGE-TRADED FD $164.01万0.51%14,997 -841-5.3% -$9.20万 减仓
COST COSTCO WHOLESALE CORPORATION $156.78万0.49%1,573 19113.8% $19.04万 加仓
TRGP TARGA RES CORP $151.30万0.47%6,034 -396-6.2% -$9.93万 减仓
— EXXON MOBIL CORP $148.90万0.47%8,777 2302.7% $3.90万 加仓
WMT WALMART INC $148.62万0.47%11,958 6535.8% $8.12万 加仓
BOTZ GLOBAL X FDS $147.32万0.46%44,347 3,6649.0% $12.17万 加仓
URI UNITED RENTALS INC $146.29万0.46%2,008 975.1% $7.07万 加仓
ITW ILLINOIS TOOL WKS INC $145.10万0.45%5,574 2063.8% $5.36万 加仓
SGOL ETFS GOLD TR $142.62万0.45%31,963 -159-0.5% -$7,095 减仓
LOW LOWES COS INC $140.57万0.44%5,949 2304.0% $5.43万 加仓
ABT ABBOTT LABORATORIES $140.27万0.44%13,663 -1,242-8.3% -$12.75万 减仓
SPLV INVESCO EXCH TRADED FD TR II $137.31万0.43%18,774 -1,285-6.4% -$9.40万 减仓
MCD MCDONALDS CORP $134.91万0.42%4,341 2405.9% $7.46万 加仓
CVX CHEVRON CORPORATION $134.04万0.42%6,479 83314.8% $17.23万 加仓
SCHG SCHWAB STRATEGIC TR $132.58万0.41%45,512 9,68827.0% $28.22万 加仓
ILCG ISHARES TR $132.41万0.41%13,868 2,89326.4% $27.62万 加仓
VO VANGUARD INDEX FDS $130.37万0.41%4,540 83722.6% $24.03万 加仓
ADI ANALOG DEVICES INC $130.03万0.41%4,087 1082.7% $3.44万 加仓
— ZACKS TRUST $126.38万0.40%46,877 -1,713-3.5% -$4.62万 减仓
DES WISDOMTREE TR $125.15万0.39%34,821 6,50723.0% $23.39万 加仓
GE GE AEROSPACE $124.29万0.39%4,380 63817.0% $18.10万 加仓
SCHW SCHWAB CHARLES CORP $121.50万0.38%12,929 -1,914-12.9% -$17.99万 减仓
BUFZ FIRST TR EXCHNG TRADED FD VI $120.89万0.38%46,019 9,30425.3% $24.44万 加仓
ORCL ORACLE CORP $118.67万0.37%8,067 -1,405-14.8% -$20.67万 减仓
DLR DIGITAL RLTY TR INC $117.07万0.37%6,496 -134-2.0% -$2.41万 减仓
— FIRST TR EXCHANGE-TRADED FD $116.93万0.37%11,978 -305-2.5% -$2.98万 减仓
ANET ARISTA NETWORKS INC $116.22万0.36%9,466 730.8% $8,963 加仓
ADP AUTOMATIC DATA PROCESSING IN $114.19万0.36%5,620 -857-13.2% -$17.41万 减仓
SHW SHERWIN WILLIAMS CO $114.00万0.36%3,556 -134-3.6% -$4.30万 减仓
PANW PALO ALTO NETWORKS INC $111.02万0.35%6,925 2383.6% $3.82万 加仓
NEE NEXTERA ENERGY INC $108.78万0.34%11,712 -235-2.0% -$2.18万 减仓
IEF ISHARES TR $107.38万0.34%11,251 8588.3% $8.19万 加仓
FMAR FIRST TR EXCHNG TRADED FD VI $105.86万0.33%21,832 -67-0.3% -$3,249 减仓
GD GENERAL DYNAMICS CORP $104.15万0.33%3,034 -68-2.2% -$2.33万 减仓
AMGN AMGEN INC $101.81万0.32%2,894 1425.2% $5.00万 加仓
SMIZ ZACKS TRUST $100.96万0.32%27,236 -1,101-3.9% -$4.08万 减仓
PWV INVESCO EXCHANGE TRADED FD T $99.44万0.31%14,265 00.0% — 不变
MDT MEDTRONIC PLC $99.25万0.31%11,454 1,0359.9% $8.97万 加仓
BSX BOSTON SCIENTIFIC CORP $96.93万0.30%15,447 -503-3.2% -$3.16万 减仓
CRM SALESFORCE INC $95.86万0.30%5,135 -506-9.0% -$9.45万 减仓
PEP PEPSICO INC $95.31万0.30%6,137 63811.6% $9.91万 加仓
COF CAPITAL ONE FINL CORP $95.09万0.30%5,212 48410.2% $8.83万 加仓
CSCO CISCO SYS INC $95.04万0.30%12,249 1,45313.5% $11.27万 加仓
GOVT ISHARES TR $93.28万0.29%40,716 1660.4% $3,803 加仓
QCOM QUALCOMM INC $89.81万0.28%6,973 71811.5% $9.25万 加仓
ISRG INTUITIVE SURGICAL INC $88.74万0.28%1,925 472.5% $2.17万 加仓
VZ VERIZON COMMUNICATIONS INC $86.29万0.27%17,190 2,72318.8% $13.67万 加仓