Paladin Partners, LLC
HARTLAND WI · SEC CIK 0002141570
$1.55亿2026Q2 申报市值
214持仓数
72.0%前十大占比 · 第一大 13.9%
12 / 10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
BLK 加仓+$189.43万
NVDA 加仓+$114.47万
SPY 加仓+$50.78万
VTI 加仓+$21.39万
ASML 新建仓+$19.50万
2026Q2 卖出最多 按季末市值估算
META 减仓-$89.56万
AAPL 减仓-$80.30万
IWD 减仓-$24.97万
CWB 减仓-$21.06万
IWB 减仓-$20.07万
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 |
|---|---|---|---|---|---|---|---|---|
| GEF/B | GREIF INC CL B | $104.91万 | 0.68% | 11,216 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $107.67万 | 0.70% | 1,151 | 25 | 2.2% | $2.34万 | 加仓 |
| GSY | INVESCO ULTRA SHORT DURATION ETF | $113.93万 | 0.74% | 22,717 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $136.08万 | 0.88% | 3,648 | 132 | 3.8% | $4.92万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $147.05万 | 0.95% | 13,664 | 580 | 4.4% | $6.24万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $183.99万 | 1.19% | 26,895 | -56 | -0.2% | -$3,831 | 减仓 |
| BLK | BLACKROCK INC COM | $189.91万 | 1.23% | 1,975 | 1,970 | 39,400.0% | $189.43万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $216.57万 | 1.40% | 27,797 | 1,990 | 7.7% | $15.50万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $228.96万 | 1.48% | 43,110 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $235.61万 | 1.52% | 7,842 | -130 | -1.6% | -$3.91万 | 减仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $239.84万 | 1.55% | 21,740 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $339.22万 | 2.19% | 30,740 | -710 | -2.3% | -$7.83万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $344.32万 | 2.23% | 6,881 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC COM | $358.89万 | 2.32% | 12,402 | -2,775 | -18.3% | -$80.30万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $442.53万 | 2.86% | 44,709 | -111 | -0.2% | -$1.10万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $630.09万 | 4.07% | 60,655 | 1,323 | 2.2% | $13.74万 | 加仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $646.24万 | 4.18% | 80,810 | -1,460 | -1.8% | -$11.68万 | 减仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $736.92万 | 4.76% | 152,162 | 3,869 | 2.6% | $18.74万 | 加仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $953.29万 | 6.16% | 88,414 | -1,953 | -2.2% | -$21.06万 | 减仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL COM MARKET ETF | $1,167.57万 | 7.55% | 31,552 | 578 | 1.9% | $21.39万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $1,238.57万 | 8.01% | 51,090 | -1,030 | -2.0% | -$24.97万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $1,461.32万 | 9.45% | 73,032 | 5,721 | 8.5% | $114.47万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $1,722.35万 | 11.14% | 23,064 | 680 | 3.0% | $50.78万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $2,143.12万 | 13.86% | 52,335 | -490 | -0.9% | -$20.07万 | 减仓 |