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 |
|---|---|---|---|---|---|---|---|---|
| BUG | GLOBAL X FDS | $24.87万 | 0.08% | 9,906 | -1,039 | -9.5% | -$2.61万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $24.32万 | 0.08% | 743 | 31 | 4.4% | $1.01万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $23.09万 | 0.07% | 520 | -173 | -25.0% | -$7.68万 | 减仓 |
| IVV | ISHARES TR | $21.82万 | 0.07% | 334 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $21.81万 | 0.07% | 3,058 | -626 | -17.0% | -$4.46万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $21.70万 | 0.07% | 486 | 36 | 8.0% | $1.61万 | 加仓 |
| BA | BOEING CO | $21.69万 | 0.07% | 1,090 | 1,090 | — | $21.69万 | 新建仓 |
| RBC | RBC BEARINGS INC | $21.34万 | 0.07% | 393 | 393 | — | $21.34万 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $21.32万 | 0.07% | 2,275 | -975 | -30.0% | -$9.14万 | 减仓 |
| USB | US BANCORP | $21.20万 | 0.07% | 4,076 | 7 | 0.2% | $364 | 加仓 |
| MET | METLIFE INC | $21.19万 | 0.07% | 2,997 | 365 | 13.9% | $2.58万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $21.17万 | 0.07% | 1,221 | 59 | 5.1% | $1.02万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $21.04万 | 0.07% | 1,604 | 1,604 | — | $21.04万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $20.67万 | 0.06% | 49 | 2 | 4.3% | $8,438 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $20.53万 | 0.06% | 1,731 | -36 | -2.0% | -$4,271 | 减仓 |
| ADBE | ADOBE INC | $20.27万 | 0.06% | 834 | -123 | -12.9% | -$2.99万 | 减仓 |
| BITO | PROSHARES TR | $17.93万 | 0.06% | 19,264 | 2,388 | 14.2% | $2.22万 | 加仓 |
| — | DEFI TECHNOLOGIES INC | $1.88万 | 0.01% | 34,100 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $0 | 0.00% | 0 | -489 | -100.0% | -$32.41万 | 清仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $0 | 0.00% | 0 | -9,867 | -100.0% | -$28.65万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -994 | -100.0% | -$26.67万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -654 | -100.0% | -$21.92万 | 清仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -1,648 | -100.0% | -$21.01万 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -1,859 | -100.0% | -$20.99万 | 清仓 |
| XBI | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |