Trajan Wealth LLC
SCOTTSDALE AZ · SEC CIK 0001934415
$26.49亿2026Q2 申报市值
152持仓数
42.3%前十大占比 · 第一大 8.3%
16 / 14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
BRK/B 加仓+$1,373.08万
NVDA 加仓+$1,235.51万
SPYM 加仓+$1,121.41万
SYK 新建仓+$830.93万
BND 加仓+$776.22万
2026Q2 卖出最多 按季末市值估算
TSM 减仓-$1,406.40万
VOO 减仓-$1,164.56万
DELL 减仓-$1,117.66万
GLW 减仓-$914.38万
AAPL 减仓-$770.45万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| MDT | MEDTRONIC | $0 | 0.00% | 0 | -62,196 | -100.0% | -$538.93万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -2,316 | -100.0% | -$71.69万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -1,643 | -100.0% | -$52.67万 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS | $0 | 0.00% | 0 | -1,300 | -100.0% | -$50.93万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -1,359 | -100.0% | -$50.52万 | 清仓 |
| JLL | JONES LANG LASALLE INC | $0 | 0.00% | 0 | -1,423 | -100.0% | -$43.30万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,851 | -100.0% | -$31.41万 | 清仓 |
| SCHF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -11,877 | -100.0% | -$29.40万 | 清仓 |
| VDE | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,675 | -100.0% | -$28.98万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -3,429 | -100.0% | -$22.74万 | 清仓 |
| CTA | SIMPLIFY | $0 | 0.00% | 0 | -7,079 | -100.0% | -$21.39万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -554 | -100.0% | -$21.05万 | 清仓 |
| DAR | DARLING INGREDIENTS INC | $0 | 0.00% | 0 | -3,277 | -100.0% | -$20.27万 | 清仓 |
| — | PUTNAM ETF TRUST | $0 | 0.00% | 0 | -11,936 | -100.0% | -$8.69万 | 清仓 |
| DXC | DXC TECHNOLOGY CO | $11.74万 | 0.00% | 13,269 | -569 | -4.1% | -$5,036 | 减仓 |
| VYX | NCR VOYIX CORPORATION | $19.14万 | 0.01% | 23,429 | -1,393 | -5.6% | -$1.14万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $20.35万 | 0.01% | 4,924 | -295 | -5.7% | -$1.22万 | 减仓 |
| ABM | ABM INDS INC | $20.45万 | 0.01% | 4,622 | 4,622 | — | $20.45万 | 新建仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $20.97万 | 0.01% | 8,912 | -22 | -0.2% | -$518 | 减仓 |
| RHI | ROBERT HALF INC. | $21.08万 | 0.01% | 6,865 | 6,865 | — | $21.08万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $21.13万 | 0.01% | 921 | 921 | — | $21.13万 | 新建仓 |
| WLY | WILEY JOHN & SONS INC | $21.57万 | 0.01% | 4,446 | 4,446 | — | $21.57万 | 新建仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $21.73万 | 0.01% | 5,552 | 5,552 | — | $21.73万 | 新建仓 |
| DFNM | DIMENSIONAL ETF TRUST | $21.77万 | 0.01% | 4,505 | 4,505 | — | $21.77万 | 新建仓 |
| SHYD | VANECK ETF TRUST | $21.86万 | 0.01% | 9,547 | 9,547 | — | $21.86万 | 新建仓 |
| OC | OWENS CORNING NEW | $22.91万 | 0.01% | 1,441 | 1,441 | — | $22.91万 | 新建仓 |
| BC | BRUNSWICK CORP | $22.98万 | 0.01% | 2,728 | -176 | -6.1% | -$1.48万 | 减仓 |
| NVDL | GRANITESHARES ETF TR | $23.02万 | 0.01% | 7,722 | 7,722 | — | $23.02万 | 新建仓 |
| O | REALTY INCOME CORP | $24.13万 | 0.01% | 3,895 | -1,139 | -22.6% | -$7.06万 | 减仓 |
| BWA | BORGWARNER INC | $24.30万 | 0.01% | 3,660 | -260 | -6.6% | -$1.73万 | 减仓 |
| MTZ | MASTEC INC | $24.42万 | 0.01% | 587 | -40 | -6.4% | -$1.66万 | 减仓 |
| ICLR | ICON PUB LTD CO | $24.74万 | 0.01% | 1,424 | 1,424 | — | $24.74万 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $25.09万 | 0.01% | 4,136 | -234 | -5.4% | -$1.42万 | 减仓 |
| CIEN | CIENA CORP | $25.71万 | 0.01% | 524 | -37 | -6.6% | -$1.82万 | 减仓 |
| ALLY | ALLY FINL INC | $25.86万 | 0.01% | 5,627 | -356 | -6.0% | -$1.64万 | 减仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $26.00万 | 0.01% | 5,188 | -247 | -4.5% | -$1.24万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $26.18万 | 0.01% | 1,123 | -64 | -5.4% | -$1.49万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $26.18万 | 0.01% | 1,400 | 1,400 | — | $26.18万 | 新建仓 |
| — | NUSHARES ETF TR | $26.38万 | 0.01% | 10,519 | -339 | -3.1% | -$8,502 | 减仓 |
| SHY | ISHARES TR | $26.96万 | 0.01% | 3,283 | -188 | -5.4% | -$1.54万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $27.20万 | 0.01% | 1,000 | 1,000 | — | $27.20万 | 新建仓 |
| HGER | HARBOR ETF TRUST | $27.27万 | 0.01% | 9,295 | -659 | -6.6% | -$1.93万 | 减仓 |
| TOL | TOLL BROTHERS INC | $27.51万 | 0.01% | 1,670 | -98 | -5.5% | -$1.61万 | 减仓 |
| WTMF | WISDOMTREE TR | $28.51万 | 0.01% | 6,979 | -303 | -4.2% | -$1.24万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $28.92万 | 0.01% | 2,156 | -118 | -5.2% | -$1.58万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $29.03万 | 0.01% | 11,921 | 11,921 | — | $29.03万 | 新建仓 |
| INMU | BLACKROCK ETF TRUST II | $29.17万 | 0.01% | 12,030 | 12,030 | — | $29.17万 | 新建仓 |
| ARW | ARROW ELECTRS INC | $30.11万 | 0.01% | 1,411 | -105 | -6.9% | -$2.24万 | 减仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $31.13万 | 0.01% | 14,738 | 155 | 1.1% | $3,274 | 加仓 |
| MC | MOELIS & CO | $38.04万 | 0.01% | 5,815 | -382 | -6.2% | -$2.50万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $41.97万 | 0.02% | 500 | 500 | — | $41.97万 | 新建仓 |
| DBMF | LITMAN GREGORY FDS TR | $50.22万 | 0.02% | 16,406 | -771 | -4.5% | -$2.36万 | 减仓 |
| CWB | SPDR SERIES TRUST | $76.05万 | 0.03% | 7,053 | 876 | 14.2% | $9.45万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $84.27万 | 0.03% | 1,128 | 606 | 116.1% | $45.27万 | 加仓 |
| QQQ | INVESCO QQQ TR | $139.38万 | 0.05% | 1,893 | -337 | -15.1% | -$24.81万 | 减仓 |
| VO | VANGUARD INDEX FDS | $143.63万 | 0.05% | 17,827 | 635 | 3.7% | $5.12万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $144.73万 | 0.05% | 11,601 | -94 | -0.8% | -$1.17万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $158.56万 | 0.06% | 13,058 | 210 | 1.6% | $2.55万 | 加仓 |
| EMB | ISHARES TR | $178.36万 | 0.07% | 18,495 | -102 | -0.5% | -$9,837 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $192.50万 | 0.07% | 16,932 | 224 | 1.3% | $2.55万 | 加仓 |
| GVI | ISHARES TR | $211.89万 | 0.08% | 19,972 | -1,577 | -7.3% | -$16.73万 | 减仓 |
| PFFV | GLOBAL X FDS | $215.46万 | 0.08% | 97,802 | 1,461 | 1.5% | $3.22万 | 加仓 |
| PFFD | GLOBAL X FDS | $215.48万 | 0.08% | 115,289 | 1,767 | 1.6% | $3.30万 | 加仓 |
| IDV | ISHARES TR | $216.00万 | 0.08% | 52,137 | -1,906 | -3.5% | -$7.90万 | 减仓 |
| IGSB | ISHARES TR | $217.14万 | 0.08% | 41,430 | 438 | 1.1% | $2.30万 | 加仓 |
| EMXC | ISHARES INC | $230.22万 | 0.09% | 22,504 | -3,616 | -13.8% | -$36.99万 | 减仓 |
| MBB | ISHARES TR | $252.61万 | 0.10% | 26,726 | -206 | -0.8% | -$1.95万 | 减仓 |
| IEI | ISHARES TR | $270.77万 | 0.10% | 23,054 | -102 | -0.4% | -$1.20万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $274.54万 | 0.10% | 12,259 | -600 | -4.7% | -$13.44万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $294.62万 | 0.11% | 61,753 | -2,452 | -3.8% | -$11.70万 | 减仓 |
| IGLB | ISHARES TR | $318.79万 | 0.12% | 63,707 | 7,624 | 13.6% | $38.15万 | 加仓 |
| MOAT | VANECK ETF TRUST | $356.85万 | 0.13% | 34,326 | 525 | 1.6% | $5.46万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $370.54万 | 0.14% | 79,569 | -2,779 | -3.4% | -$12.94万 | 减仓 |
| MCD | MCDONALDS CORP | $396.40万 | 0.15% | 14,665 | -484 | -3.2% | -$13.08万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $408.23万 | 0.15% | 80,854 | 3,567 | 4.6% | $18.01万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $432.65万 | 0.16% | 76,602 | 145 | 0.2% | $8,190 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $453.35万 | 0.17% | 73,763 | -1,331 | -1.8% | -$8.18万 | 减仓 |
| BILZ | PIMCO ETF TR | $490.98万 | 0.19% | 48,646 | -5,685 | -10.5% | -$57.38万 | 减仓 |
| INTU | INTUIT | $696.65万 | 0.26% | 26,692 | -2,188 | -7.6% | -$57.11万 | 减仓 |
| CME | CME GROUP INC | $731.41万 | 0.28% | 33,121 | 12,289 | 59.0% | $271.38万 | 加仓 |
| CVX | CHEVRON CORPORATION | $758.66万 | 0.29% | 45,769 | 10,141 | 28.5% | $168.10万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $782.50万 | 0.30% | 173,465 | -119,865 | -40.9% | -$540.71万 | 减仓 |
| PSX | PHILLIPS 66 | $797.90万 | 0.30% | 47,199 | 4,975 | 11.8% | $84.10万 | 加仓 |
| HYG | ISHARES TR | $810.60万 | 0.31% | 101,363 | 2,672 | 2.7% | $21.37万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $811.21万 | 0.31% | 28,847 | 5,853 | 25.5% | $164.59万 | 加仓 |
| LOW | LOWES COS INC | $812.73万 | 0.31% | 36,860 | 13,979 | 61.1% | $308.22万 | 加仓 |
| PSA | PUBLIC STORAGE | $816.75万 | 0.31% | 25,659 | 6,213 | 32.0% | $197.77万 | 加仓 |
| SO | SOUTHERN CO | $817.71万 | 0.31% | 85,436 | 26,892 | 45.9% | $257.38万 | 加仓 |
| OKE | ONEOK INC NEW | $825.70万 | 0.31% | 94,973 | 28,908 | 43.8% | $251.33万 | 加仓 |
| SYK | STRYKER CORPORATION | $830.93万 | 0.31% | 26,392 | 26,392 | — | $830.93万 | 新建仓 |
| YUM | YUM BRANDS INC | $841.35万 | 0.32% | 52,631 | 17,960 | 51.8% | $287.11万 | 加仓 |
| MET | METLIFE INC | $842.78万 | 0.32% | 99,608 | 23,127 | 30.2% | $195.68万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $846.49万 | 0.32% | 204,416 | 18,650 | 10.0% | $77.23万 | 加仓 |
| KO | COCA COLA CO | $850.22万 | 0.32% | 104,617 | 22,774 | 27.8% | $185.08万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $851.30万 | 0.32% | 62,225 | 15,056 | 31.9% | $205.98万 | 加仓 |
| DIS | DISNEY WALT CO | $855.80万 | 0.32% | 88,914 | -4,416 | -4.7% | -$42.50万 | 减仓 |
| CB | CHUBB LIMITED | $867.85万 | 0.33% | 25,469 | 6,225 | 32.3% | $212.11万 | 加仓 |
| AMGN | AMGEN INC | $872.57万 | 0.33% | 24,096 | 6,700 | 38.5% | $242.62万 | 加仓 |
| MCK | MCKESSON CORP | $875.68万 | 0.33% | 11,589 | -176 | -1.5% | -$13.30万 | 减仓 |
| MS | MORGAN STANLEY | $880.57万 | 0.33% | 42,125 | -1,873 | -4.3% | -$39.15万 | 减仓 |