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 |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES RUSSELL 1000 ETF | $2,143.12万 | 13.86% | 52,335 | -490 | -0.9% | -$20.07万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $1,722.35万 | 11.14% | 23,064 | 680 | 3.0% | $50.78万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $1,461.32万 | 9.45% | 73,032 | 5,721 | 8.5% | $114.47万 | 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 |
| VTI | VANGUARD MORNINGSTAR TOTAL COM MARKET ETF | $1,167.57万 | 7.55% | 31,552 | 578 | 1.9% | $21.39万 | 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 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $736.92万 | 4.76% | 152,162 | 3,869 | 2.6% | $18.74万 | 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 |
| EFA | ISHARES MSCI EAFE ETF | $630.09万 | 4.07% | 60,655 | 1,323 | 2.2% | $13.74万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $442.53万 | 2.86% | 44,709 | -111 | -0.2% | -$1.10万 | 减仓 |
| AAPL | APPLE INC COM | $358.89万 | 2.32% | 12,402 | -2,775 | -18.3% | -$80.30万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $344.32万 | 2.23% | 6,881 | 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 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $239.84万 | 1.55% | 21,740 | 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 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $228.96万 | 1.48% | 43,110 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $216.57万 | 1.40% | 27,797 | 1,990 | 7.7% | $15.50万 | 加仓 |
| BLK | BLACKROCK INC COM | $189.91万 | 1.23% | 1,975 | 1,970 | 39,400.0% | $189.43万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $183.99万 | 1.19% | 26,895 | -56 | -0.2% | -$3,831 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $147.05万 | 0.95% | 13,664 | 580 | 4.4% | $6.24万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $136.08万 | 0.88% | 3,648 | 132 | 3.8% | $4.92万 | 加仓 |
| GSY | INVESCO ULTRA SHORT DURATION ETF | $113.93万 | 0.74% | 22,717 | 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 |
| GEF/B | GREIF INC CL B | $104.91万 | 0.68% | 11,216 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $96.71万 | 0.63% | 10,226 | -159 | -1.5% | -$1.50万 | 减仓 |
| ABBV | ABBVIE INC COM | $96.65万 | 0.62% | 3,841 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $92.93万 | 0.60% | 7,484 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $67.35万 | 0.44% | 1,860 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $66.33万 | 0.43% | 4,030 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $58.23万 | 0.38% | 2,600 | 10 | 0.4% | $2,240 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $56.55万 | 0.37% | 1,422 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $53.70万 | 0.35% | 10,636 | 875 | 9.0% | $4.42万 | 加仓 |
| BCS | BARCLAYS PLC ADR | $52.22万 | 0.34% | 19,443 | 173 | 0.9% | $4,647 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $42.18万 | 0.27% | 3,080 | 30 | 1.0% | $4,108 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $39.82万 | 0.26% | 2,720 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $36.94万 | 0.24% | 308 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $33.47万 | 0.22% | 886 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $26.84万 | 0.17% | 2,490 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC COM | $23.90万 | 0.15% | 530 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $22.04万 | 0.14% | 207 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $21.66万 | 0.14% | 2,158 | -251 | -10.4% | -$2.52万 | 减仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $21.41万 | 0.14% | 2,709 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $20.60万 | 0.13% | 1,935 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $19.50万 | 0.13% | 98 | 98 | — | $19.50万 | 新建仓 |
| CB | CHUBB LIMITED COM | $18.40万 | 0.12% | 540 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP COM | $15.97万 | 0.10% | 250 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $14.28万 | 0.09% | 1,481 | -13 | -0.9% | -$1,254 | 减仓 |
| VTHR | VANGUARD RUSSELL 3000 ETF | $13.85万 | 0.09% | 418 | 418 | — | $13.85万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO COM | $12.60万 | 0.08% | 385 | 0 | 0.0% | — | 不变 |
| — | COHEN & STEERS SELECT PFD & IN COM | $11.94万 | 0.08% | 5,930 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $11.91万 | 0.08% | 628 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP COM NEW | $9.96万 | 0.06% | 330 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD COM SH BEN INT | $9.48万 | 0.06% | 8,503 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $8.67万 | 0.06% | 1,470 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $8.63万 | 0.06% | 5,435 | 184 | 3.5% | $2,922 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $7.91万 | 0.05% | 38 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC COM | $7.87万 | 0.05% | 330 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $7.70万 | 0.05% | 150 | 150 | — | $7.70万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $7.63万 | 0.05% | 100 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC COM | $7.36万 | 0.05% | 1,500 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $7.16万 | 0.05% | 150 | 150 | — | $7.16万 | 新建仓 |
| F | FORD MTR CO COM | $6.95万 | 0.04% | 5,000 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC COM | $6.48万 | 0.04% | 723 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $6.04万 | 0.04% | 289 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $5.94万 | 0.04% | 545 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $5.76万 | 0.04% | 57 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC COM | $5.62万 | 0.04% | 209 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $5.52万 | 0.04% | 73 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $5.45万 | 0.04% | 85 | 85 | — | $5.45万 | 新建仓 |
| WMT | WALMART INC COM | $5.27万 | 0.03% | 465 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP COM | $5.26万 | 0.03% | 364 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $4.46万 | 0.03% | 540 | -1,000 | -64.9% | -$8.26万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $4.45万 | 0.03% | 490 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA COM | $4.33万 | 0.03% | 209 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $4.25万 | 0.03% | 124 | -275 | -68.9% | -$9.43万 | 减仓 |
| MO | ALTRIA GROUP INC COM | $4.24万 | 0.03% | 589 | 8 | 1.4% | $576 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $4.23万 | 0.03% | 125 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $4.14万 | 0.03% | 163 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP COM | $4.03万 | 0.03% | 900 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTIL INCOME FD COM SH BEN INT | $3.95万 | 0.03% | 969 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO COM | $3.89万 | 0.03% | 810 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $3.85万 | 0.02% | 103 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $3.77万 | 0.02% | 153 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP COM | $3.67万 | 0.02% | 213 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $3.61万 | 0.02% | 64 | -1,590 | -96.1% | -$89.56万 | 减仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $3.47万 | 0.02% | 383 | 383 | — | $3.47万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $3.45万 | 0.02% | 252 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC COM | $3.40万 | 0.02% | 291 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $3.03万 | 0.02% | 183 | 0 | 0.0% | — | 不变 |
| — | FLAHERTY & CRUMRINE PFD INCOME COM | $3.02万 | 0.02% | 3,271 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $2.98万 | 0.02% | 84 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $2.93万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $2.87万 | 0.02% | 210 | 210 | — | $2.87万 | 新建仓 |
| PCAR | PACCAR INC COM | $2.70万 | 0.02% | 225 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC COM NEW | $2.67万 | 0.02% | 191 | -200 | -51.2% | -$2.80万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $2.60万 | 0.02% | 60 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC COM | $2.53万 | 0.02% | 151 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $2.52万 | 0.02% | 310 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $2.51万 | 0.02% | 325 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CAP STK CL A | $2.50万 | 0.02% | 70 | 0 | 0.0% | — | 不变 |