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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $2.21亿 | 8.35% | 321,956 | -16,956 | -5.0% | -$1,164.56万 | 减仓 |
| GOOGL | ALPHABET INC | $1.54亿 | 5.82% | 431,649 | -16,133 | -3.6% | -$576.55万 | 减仓 |
| AGG | ISHARES TR | $1.34亿 | 5.04% | 1,349,489 | 37,821 | 2.9% | $374.35万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1.22亿 | 4.61% | 1,662,225 | 105,738 | 6.8% | $776.22万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.08亿 | 4.09% | 226,936 | -29,449 | -11.5% | -$1,406.40万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.03亿 | 3.90% | 277,148 | 640 | 0.2% | $23.87万 | 加仓 |
| META | META PLATFORMS INC | $7,542.88万 | 2.85% | 133,908 | 1,447 | 1.1% | $81.51万 | 加仓 |
| AMZN | AMAZON COM INC | $7,525.32万 | 2.84% | 315,739 | 1,669 | 0.5% | $39.78万 | 加仓 |
| AAPL | APPLE INC | $6,785.38万 | 2.56% | 234,496 | -26,626 | -10.2% | -$770.45万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $5,947.18万 | 2.24% | 115,794 | -3,336 | -2.8% | -$171.34万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $5,673.86万 | 2.14% | 728,258 | 43,823 | 6.4% | $341.42万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5,277.49万 | 1.99% | 263,756 | 61,748 | 30.6% | $1,235.51万 | 加仓 |
| ENB | ENBRIDGE INC | $4,525.15万 | 1.71% | 834,744 | -117,670 | -12.4% | -$637.89万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $4,441.40万 | 1.68% | 249,181 | 32,606 | 15.1% | $581.17万 | 加仓 |
| GOOG | ALPHABET INC | $4,437.17万 | 1.67% | 125,581 | 11,204 | 9.8% | $395.87万 | 加仓 |
| COR | CENCORA INC | $4,332.59万 | 1.64% | 153,106 | 170 | 0.1% | $4.81万 | 加仓 |
| V | VISA INC | $4,242.10万 | 1.60% | 123,644 | 2,609 | 2.2% | $89.51万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $4,131.49万 | 1.56% | 106,831 | 4,135 | 4.0% | $159.91万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,017.10万 | 1.52% | 80,279 | 27,440 | 51.9% | $1,373.08万 | 加仓 |
| IQV | IQVIA HLDGS INC | $3,526.55万 | 1.33% | 182,515 | 4,444 | 2.5% | $85.87万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $3,510.70万 | 1.33% | 194,058 | 18,060 | 10.3% | $326.72万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,395.04万 | 1.28% | 36,292 | -1,373 | -3.6% | -$128.44万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $3,305.37万 | 1.25% | 79,527 | -1,564 | -1.9% | -$65.00万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,914.18万 | 1.10% | 688,280 | 104,047 | 17.8% | $440.54万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $2,593.73万 | 0.98% | 359,441 | -10,334 | -2.8% | -$74.57万 | 减仓 |
| IWV | ISHARES TR | $2,551.52万 | 0.96% | 59,839 | 666 | 1.1% | $28.40万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,517.95万 | 0.95% | 76,924 | 8,801 | 12.9% | $288.08万 | 加仓 |
| RBLX | ROBLOX CORP | $2,494.57万 | 0.94% | 458,730 | 92,768 | 25.3% | $504.47万 | 加仓 |
| WMT | WALMART INC | $2,456.44万 | 0.93% | 216,885 | -6,546 | -2.9% | -$74.14万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $2,310.09万 | 0.87% | 533,754 | 2,843 | 0.5% | $12.30万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $2,293.21万 | 0.87% | 67,796 | 5,765 | 9.3% | $195.00万 | 加仓 |
| PYLD | PIMCO ETF TR | $2,250.49万 | 0.85% | 848,600 | 8,953 | 1.1% | $23.74万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,212.83万 | 0.84% | 498,834 | -3,617 | -0.7% | -$16.05万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2,110.61万 | 0.80% | 143,931 | 19,453 | 15.6% | $285.26万 | 加仓 |
| DON | WISDOMTREE TR | $2,108.14万 | 0.80% | 372,990 | 7,975 | 2.2% | $45.07万 | 加仓 |
| EWL | ISHARES INC | $2,091.63万 | 0.79% | 332,798 | 10,252 | 3.2% | $64.43万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $2,074.12万 | 0.78% | 58,551 | 8,329 | 16.6% | $295.05万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,949.71万 | 0.74% | 152,226 | -1,223 | -0.8% | -$15.66万 | 减仓 |
| COO | COOPER COS INC | $1,934.76万 | 0.73% | 269,803 | 25,169 | 10.3% | $180.49万 | 加仓 |
| GRMN | GARMIN LTD | $1,880.63万 | 0.71% | 79,171 | -1,975 | -2.4% | -$46.91万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $1,849.00万 | 0.70% | 907,709 | 27,986 | 3.2% | $57.01万 | 加仓 |
| AVXC | AMERICAN CENTY ETF TR | $1,725.19万 | 0.65% | 201,427 | -4,776 | -2.3% | -$40.91万 | 减仓 |
| EPI | WISDOMTREE TR | $1,704.68万 | 0.64% | 398,476 | 23,592 | 6.3% | $100.93万 | 加仓 |
| IEFA | ISHARES TR | $1,682.77万 | 0.64% | 174,236 | 280 | 0.2% | $2.70万 | 加仓 |
| USHY | ISHARES TR | $1,663.57万 | 0.63% | 449,370 | 31,634 | 7.6% | $117.11万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,644.81万 | 0.62% | 187,165 | 127,607 | 214.3% | $1,121.41万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,532.08万 | 0.58% | 166,044 | 15,581 | 10.4% | $143.77万 | 加仓 |
| CRM | SALESFORCE INC | $1,454.49万 | 0.55% | 92,844 | 28,347 | 44.0% | $444.08万 | 加仓 |
| WFC | WELLS FARGO & CO | $1,452.97万 | 0.55% | 175,819 | 15,468 | 9.6% | $127.83万 | 加仓 |
| FISV | FISERV INC | $1,375.21万 | 0.52% | 280,369 | 10,557 | 3.9% | $51.78万 | 加仓 |
| ABNB | AIRBNB INC | $1,371.71万 | 0.52% | 95,857 | -9,046 | -8.6% | -$129.45万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $1,316.80万 | 0.50% | 41,858 | 4,573 | 12.3% | $143.86万 | 加仓 |
| NFLX | NETFLIX INC. | $1,267.83万 | 0.48% | 177,567 | -9,168 | -4.9% | -$65.46万 | 减仓 |
| SHV | ISHARES TR | $1,230.02万 | 0.46% | 111,465 | -12,935 | -10.4% | -$142.74万 | 减仓 |
| SGOV | ISHARES TR | $1,225.71万 | 0.46% | 121,755 | 39,814 | 48.6% | $400.81万 | 加仓 |
| GLW | CORNING INC | $1,171.80万 | 0.44% | 45,876 | -35,798 | -43.8% | -$914.38万 | 减仓 |
| LQD | ISHARES TR | $1,116.64万 | 0.42% | 102,378 | 1,293 | 1.3% | $14.10万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,106.07万 | 0.42% | 417,385 | 23,037 | 5.8% | $61.05万 | 加仓 |
| CAT | CATERPILLAR INC | $1,086.25万 | 0.41% | 10,201 | -6,985 | -40.6% | -$743.80万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,013.37万 | 0.38% | 39,901 | 4,563 | 12.9% | $115.89万 | 加仓 |
| ABBV | ABBVIE INC | $944.79万 | 0.36% | 37,545 | 9,979 | 36.2% | $251.11万 | 加仓 |
| MRK | MERCK & CO INC | $934.46万 | 0.35% | 72,721 | 15,960 | 28.1% | $205.09万 | 加仓 |
| C | CITIGROUP INC | $922.96万 | 0.35% | 65,944 | -4,980 | -7.0% | -$69.70万 | 减仓 |
| KVUE | KENVUE INC | $911.38万 | 0.34% | 476,912 | 184,624 | 63.2% | $352.82万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $904.90万 | 0.34% | 20,973 | -25,904 | -55.3% | -$1,117.66万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $889.10万 | 0.34% | 30,326 | 9,933 | 48.7% | $291.22万 | 加仓 |
| MS | MORGAN STANLEY | $880.57万 | 0.33% | 42,125 | -1,873 | -4.3% | -$39.15万 | 减仓 |
| MCK | MCKESSON CORP | $875.68万 | 0.33% | 11,589 | -176 | -1.5% | -$13.30万 | 减仓 |
| AMGN | AMGEN INC | $872.57万 | 0.33% | 24,096 | 6,700 | 38.5% | $242.62万 | 加仓 |
| CB | CHUBB LIMITED | $867.85万 | 0.33% | 25,469 | 6,225 | 32.3% | $212.11万 | 加仓 |
| DIS | DISNEY WALT CO | $855.80万 | 0.32% | 88,914 | -4,416 | -4.7% | -$42.50万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $851.30万 | 0.32% | 62,225 | 15,056 | 31.9% | $205.98万 | 加仓 |
| KO | COCA COLA CO | $850.22万 | 0.32% | 104,617 | 22,774 | 27.8% | $185.08万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $846.49万 | 0.32% | 204,416 | 18,650 | 10.0% | $77.23万 | 加仓 |
| MET | METLIFE INC | $842.78万 | 0.32% | 99,608 | 23,127 | 30.2% | $195.68万 | 加仓 |
| YUM | YUM BRANDS INC | $841.35万 | 0.32% | 52,631 | 17,960 | 51.8% | $287.11万 | 加仓 |
| SYK | STRYKER CORPORATION | $830.93万 | 0.31% | 26,392 | 26,392 | — | $830.93万 | 新建仓 |
| OKE | ONEOK INC NEW | $825.70万 | 0.31% | 94,973 | 28,908 | 43.8% | $251.33万 | 加仓 |
| SO | SOUTHERN CO | $817.71万 | 0.31% | 85,436 | 26,892 | 45.9% | $257.38万 | 加仓 |
| PSA | PUBLIC STORAGE | $816.75万 | 0.31% | 25,659 | 6,213 | 32.0% | $197.77万 | 加仓 |
| LOW | LOWES COS INC | $812.73万 | 0.31% | 36,860 | 13,979 | 61.1% | $308.22万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $811.21万 | 0.31% | 28,847 | 5,853 | 25.5% | $164.59万 | 加仓 |
| HYG | ISHARES TR | $810.60万 | 0.31% | 101,363 | 2,672 | 2.7% | $21.37万 | 加仓 |
| PSX | PHILLIPS 66 | $797.90万 | 0.30% | 47,199 | 4,975 | 11.8% | $84.10万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $782.50万 | 0.30% | 173,465 | -119,865 | -40.9% | -$540.71万 | 减仓 |
| CVX | CHEVRON CORPORATION | $758.66万 | 0.29% | 45,769 | 10,141 | 28.5% | $168.10万 | 加仓 |
| CME | CME GROUP INC | $731.41万 | 0.28% | 33,121 | 12,289 | 59.0% | $271.38万 | 加仓 |
| INTU | INTUIT | $696.65万 | 0.26% | 26,692 | -2,188 | -7.6% | -$57.11万 | 减仓 |
| BILZ | PIMCO ETF TR | $490.98万 | 0.19% | 48,646 | -5,685 | -10.5% | -$57.38万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $453.35万 | 0.17% | 73,763 | -1,331 | -1.8% | -$8.18万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $432.65万 | 0.16% | 76,602 | 145 | 0.2% | $8,190 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $408.23万 | 0.15% | 80,854 | 3,567 | 4.6% | $18.01万 | 加仓 |
| MCD | MCDONALDS CORP | $396.40万 | 0.15% | 14,665 | -484 | -3.2% | -$13.08万 | 减仓 |
| AVSF | AMERICAN CENTY ETF TR | $370.54万 | 0.14% | 79,569 | -2,779 | -3.4% | -$12.94万 | 减仓 |
| MOAT | VANECK ETF TRUST | $356.85万 | 0.13% | 34,326 | 525 | 1.6% | $5.46万 | 加仓 |
| IGLB | ISHARES TR | $318.79万 | 0.12% | 63,707 | 7,624 | 13.6% | $38.15万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $294.62万 | 0.11% | 61,753 | -2,452 | -3.8% | -$11.70万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $274.54万 | 0.10% | 12,259 | -600 | -4.7% | -$13.44万 | 减仓 |
| IEI | ISHARES TR | $270.77万 | 0.10% | 23,054 | -102 | -0.4% | -$1.20万 | 减仓 |
| MBB | ISHARES TR | $252.61万 | 0.10% | 26,726 | -206 | -0.8% | -$1.95万 | 减仓 |