13FBOX
梯度投资 · 13F 持仓分析
期权收益计算器 机构排行

梯度投资

Gradient Investments LLCNo.747 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$72.47亿
环比变动 Q1 2026
+$7.92亿+12.3%
持仓股票数
448
新买入
59
加仓
261
减仓
119
清仓
31
持股不变
9
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
S道富SPYM
5.43%4.98%$3.93亿447.5万股$3.21亿419.8万股+27.6万股+6.58%加仓
英伟达NVDA
2.65%2%$1.92亿96.0万股$1.29亿74.2万股+21.9万股+29.49%加仓
DDOUBLELINE MORTGAGE ETFDMBS
2.09%2.35%$1.51亿308.1万股$1.52亿307.0万股+1.1万股+0.35%加仓
苹果AAPL
2%1.94%$1.45亿50.2万股$1.25亿49.3万股+8,747股+1.77%加仓
亚马逊AMZN
1.96%1.99%$1.42亿59.7万股$1.28亿61.7万股-2.0万股-3.19%减仓
AVANTIS INTLNGG
1.78%1.86%$1.29亿144.6万股$1.20亿141.5万股+3.1万股+2.18%加仓
AAlphabet Inc Class CGOOG
1.68%1.63%$1.22亿34.5万股$1.05亿36.6万股-2.1万股-5.72%减仓
J骏利Detroit策略信托JMBS
1.67%1.64%$1.21亿268.9万股$1.06亿234.7万股+34.2万股+14.57%加仓
WWORLD GOLD TRGLD
1.66%2.34%$1.21亿151.8万股$1.51亿162.8万股-11.1万股-6.79%减仓
AAIM ETF PRODUCTS TRUST ALLIANZIM US EQUITY BUFFER15 UNCAPPED SESEPU
1.65%1.46%$1.20亿385.8万股$9,433.0万336.9万股+48.9万股+14.53%加仓
微软MSFT
1.57%1.83%$1.14亿30.5万股$1.18亿32.0万股-1.5万股-4.59%减仓
SSPDR道富指数基金SPDW
1.55%1.6%$1.12亿223.1万股$1.03亿226.5万股-3.5万股-1.53%减仓
CCOLUMBIA ETF TR IRECS
1.44%1.4%$1.04亿241.1万股$9,044.6万232.0万股+9.1万股+3.92%加仓
A美国世纪ETF信托AVEM
1.37%1.43%$9,952.4万103.1万股$9,214.1万114.3万股-11.2万股-9.80%减仓
IISHARES U.S. TECH INDEPENDENCE FOCUSED ETFIETC
1.27%0.99%$9,210.6万85.8万股$6,402.8万72.4万股+13.4万股+18.43%加仓
BBONDBLOXX ETF TRUSTXTEN
1.2%0.61%$8,681.8万190.5万股$3,938.2万85.9万股+104.6万股+121.80%加仓
Meta平台META
1.14%1.25%$8,273.5万14.7万股$8,082.7万14.1万股+5,604股+3.97%加仓
I景顺·NASDAQ 100 ETFQQQM
1.14%1.03%$8,259.9万27.3万股$6,631.1万27.9万股-6,431股-2.30%减仓
博通AVGO
1.07%0.91%$7,759.0万20.5万股$5,844.1万18.9万股+1.7万股+8.78%加仓
高盛GS
0.99%0.92%$7,148.4万7.1万股$5,930.8万7.0万股+575股+0.82%加仓
BBONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETFXSVN
0.97%0.79%$6,999.2万148.1万股$5,089.3万106.6万股+41.4万股+38.84%加仓
摩根大通JPM
0.93%0.88%$6,741.3万20.6万股$5,695.0万19.4万股+1.2万股+6.38%加仓
J骏利亨德森JAAA
0.92%1.1%$6,693.7万132.6万股$7,088.8万140.7万股-8.2万股-5.80%减仓
摩根士丹利MS
0.92%0.84%$6,661.2万31.9万股$5,389.9万32.8万股-8,856股-2.70%减仓
泛林集团LRCX
0.9%0.48%$6,507.2万15.0万股$3,072.3万14.4万股+6,371股+4.43%加仓
PPIMCO太平洋投资管理ETFPRFD
0.86%0.88%$6,221.9万121.2万股$5,687.9万112.3万股+8.9万股+7.95%加仓
A美国世纪ETF信托AVUS
0.85%0.62%$6,192.7万48.4万股$3,977.5万35.8万股+12.6万股+35.15%加仓
DDOUBLELINE ETF TRUSTDABS
0.85%0.98%$6,127.0万120.9万股$6,304.1万124.1万股-3.2万股-2.60%减仓
PALO ALTOPANW
0.82%0.45%$5,975.2万17.5万股$2,875.8万17.9万股-4,165股-2.32%减仓
S道富SPAB
0.82%1.47%$5,963.1万233.7万股$9,477.8万369.9万股-136.3万股-36.84%减仓
联合健康UNH
0.8%0.64%$5,810.9万14.0万股$4,109.9万15.2万股-1.2万股-7.95%减仓
NNEOS ETF TRUSTSPYI
0.79%0.79%$5,736.8万108.1万股$5,116.7万103.6万股+4.4万股+4.26%加仓
AAIM ETF PRODUCTS TRUSTFEBT
0.78%0.79%$5,672.4万137.9万股$5,104.1万136.3万股+1.6万股+1.18%加仓
SSPDR行业精选信托XLF
0.78%0.7%$5,618.0万104.8万股$4,519.4万91.5万股+13.3万股+14.48%加仓
BBONDBLOXX ETF TRUSTBBBS
0.75%0.88%$5,442.3万106.6万股$5,649.3万110.5万股-3.8万股-3.47%减仓
雪佛龙CVX
0.74%0.99%$5,385.6万32.5万股$6,381.5万30.8万股+1.6万股+5.34%加仓
I景顺·ACTIVELY MANAGED EXCGSY
0.72%0.85%$5,186.5万103.4万股$5,513.6万110.0万股-6.6万股-5.99%减仓
AANGEL OAK ULTRASHORT INCOME ETFUYLD
0.72%0.85%$5,183.9万101.6万股$5,499.9万107.8万股-6.1万股-5.69%减仓
IiShares安硕信托GVI
0.7%0.6%$5,109.4万47.5万股$3,845.1万36.2万股+11.3万股+31.07%加仓
TARGET COMTGT
0.69%0.8%$4,985.1万38.2万股$5,165.5万42.6万股-4.5万股-10.45%减仓
IInnovator ETF信托
0.69%0.68%$4,967.8万146.2万股$4,421.2万156.0万股-9.7万股-6.24%减仓
伊顿ETN
0.68%0.61%$4,955.5万11.6万股$3,953.9万11.1万股+5,748股+5.20%加仓
VisaV
0.65%0.59%$4,697.3万13.7万股$3,793.8万12.6万股+1.1万股+9.07%加仓
S道富SPIB
0.64%0.01%$4,607.8万137.7万股$55.5万1.7万股+136.1万股+8,222.37%加仓
可口可乐KO
0.63%0.66%$4,576.6万56.3万股$4,287.1万56.4万股-587股-0.10%减仓
UNITED RENTALSURI
0.62%0.41%$4,476.5万4.0万股$2,670.0万3.7万股+2,866股+7.82%加仓
TTCW ETF TRUST CORE PLUS BONDXTWY
0.61%$4,432.6万118.1万股$00股+118.1万股新买入
IiShares安硕信托IVV
0.61%0.57%$4,395.3万5.9万股$3,671.3万5.6万股+2,486股+4.42%加仓
沃尔玛WMT
0.61%0.74%$4,392.0万38.8万股$4,761.1万38.3万股+4,686股+1.22%加仓
F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM
0.6%0.61%$4,384.0万73.4万股$3,963.0万66.3万股+7.1万股+10.72%加仓

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