Paladin Partners, LLC
HARTLAND WI · SEC CIK 0002141570
$1.39亿2026Q1 申报市值
212持仓数
70.9%前十大占比 · 第一大 13.6%
3 / 7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
XLE 加仓+$216.86万
IWD 加仓+$212.60万
IWB 加仓+$164.02万
GEF/B 新建仓+$98.18万
CWB 加仓+$92.99万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$114.10万
VTI 减仓-$56.72万
GULF IS FABRICAT 清仓-$5.99万
SENEA 减仓-$3.02万
GAB 清仓-$1.62万
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 |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES | $1,883.53万 | 13.58% | 52,825 | 4,600 | 9.5% | $164.02万 | 加仓 |
| SPY | STATE STREET | $1,455.72万 | 10.50% | 22,384 | 79 | 0.4% | $5.14万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,173.90万 | 8.46% | 67,311 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES | $1,113.65万 | 8.03% | 52,120 | 9,950 | 23.6% | $212.60万 | 加仓 |
| VTI | VANGUARD | $993.68万 | 7.16% | 30,974 | -1,768 | -5.4% | -$56.72万 | 减仓 |
| CWB | STATE STREET | $827.04万 | 5.96% | 90,367 | 10,161 | 12.7% | $92.99万 | 加仓 |
| BNDX | VANGUARD | $712.55万 | 5.14% | 148,293 | 2,011 | 1.4% | $9.66万 | 加仓 |
| HYG | ISHARES | $654.54万 | 4.72% | 82,270 | 2,280 | 2.9% | $18.14万 | 加仓 |
| EFA | ISHARES | $576.29万 | 4.16% | 59,332 | 714 | 1.2% | $6.94万 | 加仓 |
| AGG | ISHARES | $444.93万 | 3.21% | 44,820 | 1 | 0.0% | $99 | 加仓 |
| AAPL | APPLE INC | $385.16万 | 2.78% | 15,177 | -4,496 | -22.9% | -$114.10万 | 减仓 |
| SHV | ISHARES | $347.18万 | 2.50% | 31,450 | 6,530 | 26.2% | $72.08万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC | $329.74万 | 2.38% | 6,881 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET | $264.09万 | 1.90% | 43,110 | 35,400 | 459.1% | $216.86万 | 加仓 |
| IWR | ISHARES | $211.38万 | 1.52% | 21,740 | 490 | 2.3% | $4.76万 | 加仓 |
| BSV | VANGUARD | $202.35万 | 1.46% | 25,807 | 857 | 3.4% | $6.72万 | 加仓 |
| IWM | ISHARES | $197.71万 | 1.43% | 7,972 | 1,250 | 18.6% | $31.00万 | 加仓 |
| EEM | ISHARES | $153.05万 | 1.10% | 26,951 | 600 | 2.3% | $3.41万 | 加仓 |
| MUB | ISHARES | $138.89万 | 1.00% | 13,084 | 1 | 0.0% | $106 | 加仓 |
| MSFT | MICROSOFT CORP | $130.15万 | 0.94% | 3,516 | 356 | 11.3% | $13.18万 | 加仓 |
| GSY | INVESCO | $113.86万 | 0.82% | 22,717 | 1,260 | 5.9% | $6.32万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $112.20万 | 0.81% | 1,126 | 2 | 0.2% | $1,993 | 加仓 |
| IEF | ISHARES | $99.11万 | 0.71% | 10,385 | 0 | 0.0% | — | 不变 |
| GEF/B | GREIF INC | $98.18万 | 0.71% | 11,216 | 11,216 | — | $98.18万 | 新建仓 |
| META | META PLATFORMS INC | $94.63万 | 0.68% | 1,654 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $83.54万 | 0.60% | 3,841 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES | $79.78万 | 0.58% | 1,871 | 1,150 | 159.5% | $49.04万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $65.55万 | 0.47% | 1,422 | 15 | 1.1% | $6,915 | 加仓 |
| AMGN | AMGEN INC | $65.44万 | 0.47% | 1,860 | 50 | 2.8% | $1.76万 | 加仓 |
| IWS | ISHARES | $58.73万 | 0.42% | 4,030 | 670 | 19.9% | $9.76万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $52.62万 | 0.38% | 2,590 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS INC | $49.56万 | 0.36% | 3,050 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS HENDERSON | $49.17万 | 0.35% | 9,761 | 2 | 0.0% | $101 | 加仓 |
| BCS | BARCLAYS PLC | $40.78万 | 0.29% | 19,270 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES | $34.85万 | 0.25% | 2,720 | 610 | 28.9% | $7.82万 | 加仓 |
| LLY | ELI LILLY & CO | $28.33万 | 0.20% | 308 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $27.70万 | 0.20% | 530 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $27.42万 | 0.20% | 886 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES | $24.26万 | 0.17% | 2,409 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP INC | $22.44万 | 0.16% | 2,490 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD | $21.47万 | 0.15% | 2,709 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES | $20.61万 | 0.15% | 1,935 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $17.60万 | 0.13% | 540 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $14.67万 | 0.11% | 207 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD | $13.25万 | 0.10% | 1,494 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $12.26万 | 0.09% | 1,540 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $12.11万 | 0.09% | 628 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $12.06万 | 0.09% | 399 | 0 | 0.0% | — | 不变 |
| — | COHEN & STEERS | $11.50万 | 0.08% | 5,930 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $11.33万 | 0.08% | 385 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING | $10.64万 | 0.08% | 8,503 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO | $9.09万 | 0.07% | 5,251 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD | $8.75万 | 0.06% | 1,470 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $8.37万 | 0.06% | 1,500 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC | $7.16万 | 0.05% | 38 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $6.87万 | 0.05% | 330 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $6.76万 | 0.05% | 250 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $6.49万 | 0.05% | 723 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $6.32万 | 0.05% | 73 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES | $5.94万 | 0.04% | 545 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $5.78万 | 0.04% | 465 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $5.77万 | 0.04% | 5,000 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $5.03万 | 0.04% | 490 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $4.92万 | 0.04% | 900 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $4.86万 | 0.04% | 33 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $4.82万 | 0.03% | 57 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $4.82万 | 0.03% | 209 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $4.76万 | 0.03% | 289 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $4.43万 | 0.03% | 391 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $4.32万 | 0.03% | 364 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $3.98万 | 0.03% | 163 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $3.93万 | 0.03% | 213 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $3.90万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $3.83万 | 0.03% | 581 | 11 | 1.9% | $726 | 加仓 |
| UTG | REAVES | $3.81万 | 0.03% | 969 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $3.79万 | 0.03% | 183 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $3.78万 | 0.03% | 125 | 0 | 0.0% | — | 不变 |
| — | NERVGEN PHARMA CORP | $3.77万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $3.76万 | 0.03% | 810 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $3.72万 | 0.03% | 763 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $3.56万 | 0.03% | 210 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $3.38万 | 0.02% | 209 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $3.37万 | 0.02% | 291 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $3.30万 | 0.02% | 252 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $3.25万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $3.18万 | 0.02% | 153 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $3.17万 | 0.02% | 151 | 0 | 0.0% | — | 不变 |
| — | FLAHERTY & CRUMRINE | $2.96万 | 0.02% | 3,271 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2.93万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $2.92万 | 0.02% | 103 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $2.89万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $2.88万 | 0.02% | 84 | 0 | 0.0% | — | 不变 |
| NUGT | DIREXION | $2.82万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| WSBF | WATERSTONE FINL INC | $2.70万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $2.63万 | 0.02% | 201 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $2.60万 | 0.02% | 225 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES | $2.42万 | 0.02% | 658 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $2.36万 | 0.02% | 126 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $2.36万 | 0.02% | 310 | 0 | 0.0% | — | 不变 |
| TUYA | TUYA INC | $2.31万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |