Darden Wealth Group Inc
ANN ARBOR MI · SEC CIK 0002011221
$1.96亿2026Q1 申报市值
150持仓数
45.3%前十大占比 · 第一大 15.5%
20 / 14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
AGX 新建仓+$78.97万
HGER 新建仓+$73.42万
CLS 加仓+$62.25万
IEMG 加仓+$55.86万
FTAI 新建仓+$55.62万
2026Q1 卖出最多 按季末市值估算
CLOZ 减仓-$127.40万
GDX 减仓-$111.15万
NVDA 减仓-$92.00万
META 减仓-$67.51万
IEFA 减仓-$66.99万
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 |
|---|---|---|---|---|---|---|---|---|
| USRT | ISHARES TR | $66.88万 | 0.34% | 11,300 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $67.33万 | 0.34% | 1,970 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $68.19万 | 0.35% | 10,642 | -1,873 | -15.0% | -$12.00万 | 减仓 |
| VB | VANGUARD INDEX FDS | $68.38万 | 0.35% | 2,610 | 1,100 | 72.8% | $28.82万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $68.61万 | 0.35% | 14,278 | 1,801 | 14.4% | $8.65万 | 加仓 |
| SYM | SYMBOTIC INC | $68.71万 | 0.35% | 12,915 | -560 | -4.2% | -$2.98万 | 减仓 |
| WMT | WALMART INC | $72.03万 | 0.37% | 5,795 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $72.91万 | 0.37% | 6,600 | 3,500 | 112.9% | $38.66万 | 加仓 |
| HGER | HARBOR ETF TRUST | $73.42万 | 0.37% | 23,675 | 23,675 | — | $73.42万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $75.09万 | 0.38% | 5,133 | 205 | 4.2% | $3.00万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $76.17万 | 0.39% | 3,565 | 95 | 2.7% | $2.03万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $77.24万 | 0.39% | 8,316 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $78.40万 | 0.40% | 3,584 | 1,062 | 42.1% | $23.23万 | 加仓 |
| TSLA | TESLA INC | $78.92万 | 0.40% | 2,123 | 100 | 4.9% | $3.72万 | 加仓 |
| AGX | ARGAN INC | $78.97万 | 0.40% | 1,450 | 1,450 | — | $78.97万 | 新建仓 |
| HD | HOME DEPOT INC | $81.65万 | 0.42% | 2,482 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $82.72万 | 0.42% | 830 | -1 | -0.1% | -$997 | 减仓 |
| SHYG | ISHARES TR | $83.07万 | 0.42% | 19,633 | 300 | 1.6% | $1.27万 | 加仓 |
| VLUE | ISHARES TR | $83.22万 | 0.42% | 5,852 | -16 | -0.3% | -$2,275 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $90.28万 | 0.46% | 5,631 | -2,520 | -30.9% | -$40.40万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $91.26万 | 0.47% | 16,884 | 8,700 | 106.3% | $47.02万 | 加仓 |
| VO | VANGUARD INDEX FDS | $93.94万 | 0.48% | 3,271 | -1,000 | -23.4% | -$28.72万 | 减仓 |
| META | META PLATFORMS INC | $94.69万 | 0.48% | 1,655 | -1,180 | -41.6% | -$67.51万 | 减仓 |
| PWR | QUANTA SVCS INC | $98.82万 | 0.50% | 1,800 | 100 | 5.9% | $5.49万 | 加仓 |
| CVX | CHEVRON CORPORATION | $99.50万 | 0.51% | 4,809 | 20 | 0.4% | $4,138 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $101.96万 | 0.52% | 26,170 | -3,500 | -11.8% | -$13.64万 | 减仓 |
| ABBV | ABBVIE INC | $103.85万 | 0.53% | 4,775 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $106.50万 | 0.54% | 17,384 | 141 | 0.8% | $8,638 | 加仓 |
| LLY | ELI LILLY & CO | $106.60万 | 0.54% | 1,159 | 34 | 3.0% | $3.13万 | 加仓 |
| QQQ | INVESCO QQQ TR | $115.72万 | 0.59% | 2,004 | -35 | -1.7% | -$2.02万 | 减仓 |
| TFLO | ISHARES TR | $119.17万 | 0.61% | 23,536 | -225 | -0.9% | -$1.14万 | 减仓 |
| SHV | ISHARES TR | $119.37万 | 0.61% | 10,813 | -191 | -1.7% | -$2.11万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $123.31万 | 0.63% | 3,843 | -658 | -14.6% | -$21.11万 | 减仓 |
| ISTB | ISHARES TR | $127.70万 | 0.65% | 26,352 | -366 | -1.4% | -$1.77万 | 减仓 |
| BA | BOEING CO | $137.83万 | 0.70% | 6,925 | -125 | -1.8% | -$2.49万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $141.93万 | 0.72% | 2,840 | -137 | -4.6% | -$6.85万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $151.14万 | 0.77% | 3,154 | -28 | -0.9% | -$1.34万 | 减仓 |
| ASML | ASML HLDG NV | $154.35万 | 0.79% | 1,168 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $156.94万 | 0.80% | 14,220 | -678 | -4.6% | -$7.48万 | 减仓 |
| GEV | GE VERNOVA INC | $157.65万 | 0.80% | 1,806 | -50 | -2.7% | -$4.36万 | 减仓 |
| IUSG | ISHARES TR | $157.66万 | 0.80% | 10,164 | -210 | -2.0% | -$3.26万 | 减仓 |
| IJR | ISHARES TR | $161.50万 | 0.82% | 12,991 | -139 | -1.1% | -$1.73万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $167.95万 | 0.86% | 4,030 | -15 | -0.4% | -$6,251 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF t | $169.14万 | 0.86% | 2,600 | -25 | -1.0% | -$1.63万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $171.96万 | 0.88% | 5,845 | 1,175 | 25.2% | $34.57万 | 加仓 |
| SMH | VANECK ETF TRUST | $175.43万 | 0.89% | 4,575 | 170 | 3.9% | $6.52万 | 加仓 |
| APP | APPLOVIN CORP | $175.67万 | 0.90% | 4,413 | 694 | 18.7% | $27.63万 | 加仓 |
| IEMG | ISHARES INC | $178.28万 | 0.91% | 25,559 | 8,008 | 45.6% | $55.86万 | 加仓 |
| IJH | ISHARES TR | $190.63万 | 0.97% | 28,229 | -48 | -0.2% | -$3,241 | 减仓 |
| GLD | SPDR GOLD TR | $207.57万 | 1.06% | 4,824 | 701 | 17.0% | $30.16万 | 加仓 |
| DVY | ISHARES TR | $211.15万 | 1.08% | 13,945 | -100 | -0.7% | -$1.51万 | 减仓 |
| RTX | RTX CORPORATION | $237.98万 | 1.21% | 12,337 | 130 | 1.1% | $2.51万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $242.11万 | 1.23% | 48,067 | 1,147 | 2.4% | $5.78万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $268.01万 | 1.37% | 150,988 | -641 | -0.4% | -$1.14万 | 减仓 |
| CLS | CELESTICA INC | $275.29万 | 1.40% | 9,773 | 2,210 | 29.2% | $62.25万 | 加仓 |
| ETN | EATON CORP | $277.32万 | 1.41% | 7,753 | -268 | -3.3% | -$9.59万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $277.81万 | 1.42% | 22,627 | 53 | 0.2% | $6,507 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $373.58万 | 1.90% | 9,569 | 544 | 6.0% | $21.24万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $386.46万 | 1.97% | 11,439 | 1,063 | 10.2% | $35.91万 | 加仓 |
| FLOT | ISHARES TR | $397.74万 | 2.03% | 78,065 | -1,582 | -2.0% | -$8.06万 | 减仓 |
| GOOG | ALPHABET INC | $420.02万 | 2.14% | 14,642 | -233 | -1.6% | -$6.68万 | 减仓 |
| MSFT | MICROSOFT CORP | $662.83万 | 3.38% | 17,906 | -630 | -3.4% | -$23.32万 | 减仓 |
| AVGO | BROADCOM INC | $666.76万 | 3.40% | 21,542 | -667 | -3.0% | -$20.64万 | 减仓 |
| AMZN | AMAZON COM INC | $697.37万 | 3.55% | 33,483 | 20 | 0.1% | $4,166 | 加仓 |
| RKLB | ROCKET LAB CORP | $742.12万 | 3.78% | 115,558 | 8,476 | 7.9% | $54.43万 | 加仓 |
| AAPL | Apple Inc | $856.02万 | 4.36% | 33,729 | -1,147 | -3.3% | -$29.11万 | 减仓 |
| GOOGL | ALPHABET INC | $1,017.35万 | 5.18% | 35,378 | -234 | -0.7% | -$6.73万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,049.33万 | 15.54% | 174,847 | -5,275 | -2.9% | -$92.00万 | 减仓 |