Trajan Wealth LLC
SCOTTSDALE AZ · SEC CIK 0001934415
$23.76亿2026Q1 申报市值
150持仓数
43.4%前十大占比 · 第一大 8.5%
5 / 11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
AMZN 加仓+$2,211.81万
NVDA 加仓+$1,683.22万
UBER 加仓+$1,119.04万
AXP 加仓+$1,014.18万
BND 加仓+$986.96万
2026Q1 卖出最多 按季末市值估算
TSM 减仓-$1,761.40万
GOOGL 减仓-$1,718.26万
GOOG 减仓-$1,069.30万
BRK/B 减仓-$684.11万
VOO 减仓-$441.23万
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 |
|---|---|---|---|---|---|---|---|---|
| IDV | ISHARES TR | $230.01万 | 0.10% | 54,043 | -1,719 | -3.1% | -$7.32万 | 减仓 |
| GVI | ISHARES TR | $229.88万 | 0.10% | 21,549 | -1,859 | -7.9% | -$19.83万 | 减仓 |
| IGSB | ISHARES TR | $215.45万 | 0.09% | 40,992 | 1,396 | 3.5% | $7.34万 | 加仓 |
| PFFV | GLOBAL X FDS RATE | $210.30万 | 0.09% | 96,341 | 7,033 | 7.9% | $15.35万 | 加仓 |
| PFFD | GLOBAL X FDS US | $208.88万 | 0.09% | 113,522 | 7,693 | 7.3% | $14.16万 | 加仓 |
| EMXC | ISHARES INC | $205.46万 | 0.09% | 26,120 | -7,838 | -23.1% | -$61.65万 | 减仓 |
| EMB | ISHARES TR | $174.68万 | 0.07% | 18,597 | 525 | 2.9% | $4.93万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $150.61万 | 0.06% | 16,708 | -688 | -4.0% | -$6.20万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $129.20万 | 0.05% | 11,695 | -34 | -0.3% | -$3,756 | 减仓 |
| QQQ | INVESCO QQQ TR | $128.71万 | 0.05% | 2,230 | 132 | 6.3% | $7.62万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $128.69万 | 0.05% | 12,848 | 1,005 | 8.5% | $10.07万 | 加仓 |
| VO | VANGUARD INDEX FDS | $123.42万 | 0.05% | 4,298 | 306 | 7.7% | $8.79万 | 加仓 |
| AVGO | BROADCOM INC | $71.69万 | 0.03% | 2,316 | 824 | 55.2% | $25.50万 | 加仓 |
| CWB | SPDR SERIES TRUST BBG CONV SEC | $56.53万 | 0.02% | 6,177 | 701 | 12.8% | $6.42万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $52.67万 | 0.02% | 1,643 | -75 | -4.4% | -$2.40万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $51.79万 | 0.02% | 17,177 | -322 | -1.8% | -$9,708 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS | $50.93万 | 0.02% | 1,300 | -25 | -1.9% | -$9,794 | 减仓 |
| TSLA | TESLA INC | $50.52万 | 0.02% | 1,359 | -476 | -25.9% | -$17.70万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $43.30万 | 0.02% | 1,423 | -7 | -0.5% | -$2,130 | 减仓 |
| MC | MOELIS & CO | $35.32万 | 0.01% | 6,197 | 1,339 | 27.6% | $7.63万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG | $34.10万 | 0.01% | 4,370 | 1,017 | 30.3% | $7.94万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $33.93万 | 0.01% | 522 | -94 | -15.3% | -$6.11万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $32.66万 | 0.01% | 2,274 | 536 | 30.8% | $7.70万 | 加仓 |
| — | EXXON MOBIL CORP | $31.41万 | 0.01% | 1,851 | 1,851 | — | $31.41万 | 新建仓 |
| CDX | SIMPLIFY | $31.12万 | 0.01% | 14,583 | -1,095 | -7.0% | -$2.34万 | 减仓 |
| HGER | HARBOR ETF TRUST HARBOR | $30.87万 | 0.01% | 9,954 | -380 | -3.7% | -$1.18万 | 减仓 |
| O | REALTY INCOME CORP | $30.80万 | 0.01% | 5,034 | 737 | 17.2% | $4.51万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $29.40万 | 0.01% | 11,877 | 11,877 | — | $29.40万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $28.98万 | 0.01% | 1,675 | 4 | 0.2% | $692 | 加仓 |
| WTMF | WISDOMTREE TR | $28.90万 | 0.01% | 7,282 | -154 | -2.1% | -$6,112 | 减仓 |
| SHY | ISHARES TR | $28.66万 | 0.01% | 3,471 | 8 | 0.2% | $661 | 加仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $27.51万 | 0.01% | 5,435 | -214 | -3.8% | -$1.08万 | 减仓 |
| — | NUSHARES ETF TR | $27.07万 | 0.01% | 10,858 | -970 | -8.2% | -$2.42万 | 减仓 |
| DVN | DEVON ENERGY CORP | $26.26万 | 0.01% | 5,219 | -1,227 | -19.0% | -$6.17万 | 减仓 |
| TOL | TOLL BROTHERS INC | $24.13万 | 0.01% | 1,768 | -24 | -1.3% | -$3,275 | 减仓 |
| ALLY | ALLY FINL INC | $23.47万 | 0.01% | 5,983 | 515 | 9.4% | $2.02万 | 加仓 |
| AA | ALCOA CORP | $22.74万 | 0.01% | 3,429 | -2,852 | -45.4% | -$18.92万 | 减仓 |
| CIEN | CIENA CORP | $21.78万 | 0.01% | 561 | -889 | -61.3% | -$34.51万 | 减仓 |
| ARW | ARROW ELECTRS INC | $21.74万 | 0.01% | 1,516 | -157 | -9.4% | -$2.25万 | 重新持有 |
| WSM | WILLIAMS SONOMA INC | $21.64万 | 0.01% | 1,187 | -17 | -1.4% | -$3,100 | 减仓 |
| CTA | SIMPLIFY | $21.39万 | 0.01% | 7,079 | -1,386 | -16.4% | -$4.19万 | 重新持有 |
| BWA | BORGWARNER INC | $21.27万 | 0.01% | 3,920 | -808 | -17.1% | -$4.38万 | 减仓 |
| BC | BRUNSWICK CORP | $21.13万 | 0.01% | 2,904 | -236 | -7.5% | -$1.72万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $21.05万 | 0.01% | 554 | -181 | -24.6% | -$6.88万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $20.27万 | 0.01% | 3,277 | 3,277 | — | $20.27万 | 新建仓 |
| MTZ | MASTEC INC | $20.17万 | 0.01% | 627 | -322 | -33.9% | -$10.36万 | 减仓 |
| — | SIMPLIFY | $20.13万 | 0.01% | 8,934 | -234 | -2.6% | -$5,272 | 减仓 |
| DXC | DXC TECHNOLOGY CO | $17.39万 | 0.01% | 13,838 | 2,403 | 21.0% | $3.02万 | 加仓 |
| VYX | NCR VOYIX CORPORATION | $15.71万 | 0.01% | 24,822 | 11,722 | 89.5% | $7.42万 | 加仓 |
| — | PUTNAM ETF TRUST | $8.69万 | 0.00% | 11,936 | 11,936 | — | $8.69万 | 新建仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -18,578 | -100.0% | -$340.71万 | 清仓 |
| MAR | MARRIOTT INTL INC | $0 | 0.00% | 0 | -5,556 | -100.0% | -$172.38万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES | $0 | 0.00% | 0 | -2,890 | -100.0% | -$51.37万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -673 | -100.0% | -$38.12万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -1,213 | -100.0% | -$29.40万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -544 | -100.0% | -$25.50万 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -2,882 | -100.0% | -$25.05万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -4,200 | -100.0% | -$21.37万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -306 | -100.0% | -$20.62万 | 清仓 |
| MCY | MERCURY GENL CORP NEW | $0 | 0.00% | 0 | -2,174 | -100.0% | -$20.45万 | 清仓 |
| LYG | LLOYDS BANKING GROUP PLC | $0 | 0.00% | 0 | -12,683 | -100.0% | -$6.72万 | 清仓 |