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Paragon Private Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Paragon Private Wealth Management, LLC

No.5004 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.83亿
环比变动 Q1 2026
+$6,350.3万+19.9%
持仓股票数
226
新买入
20
加仓
90
减仓
104
清仓
12
持股不变
12
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
英伟达NVDA
4.68%4.81%$1,791.8万9.0万股$1,535.6万8.8万股+1,498股+1.70%加仓
苹果AAPL
4.53%4.78%$1,735.8万6.0万股$1,526.0万6.0万股-141股-0.23%减仓
谷歌AGOOGL
4.19%4.09%$1,606.4万4.5万股$1,306.1万4.5万股-470股-1.03%减仓
微软MSFT
3.46%4.31%$1,324.6万3.6万股$1,378.3万3.7万股-1,725股-4.63%减仓
SSPDR标普500 ETFSPY
3.07%0.69%$1,176.1万1.6万股$219.4万3,373股+1.2万股+366.91%加仓
亚马逊AMZN
2.52%2.64%$964.3万4.0万股$842.8万4.0万股-7股-0.02%减仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
2.5%2.64%$956.9万8.7万股$843.9万8.7万股-59股-0.07%减仓
FFIRST TRUST NASDAQ SEMICONDUCTOR ETFFTXL
2.09%1.41%$801.5万2.8万股$450.4万3.1万股-2,412股-7.90%减仓
IiShares安硕·COREIJR
2.08%2.15%$798.2万5.4万股$686.7万5.5万股-1,420股-2.57%减仓
博通AVGO
2.04%2.09%$782.3万2.1万股$668.9万2.2万股-902股-4.17%减仓
希捷STX
1.93%0.94%$739.9万7,668股$300.8万7,678股-10股-0.13%减仓
科磊KLAC
1.85%1.06%$706.8万2.3万股$338.9万2,302股+2.1万股+917.72%加仓
Meta平台META
1.62%2.05%$619.0万1.1万股$655.2万1.1万股-461股-4.03%减仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
1.58%1.71%$605.8万12.0万股$546.4万10.8万股+1.2万股+10.97%加仓
应用材料AMAT
1.28%0.72%$491.8万6,801股$229.2万6,706股+95股+1.42%加仓
V先锋领航债券指数基金VUSB
1.24%1.62%$475.3万9.5万股$517.9万10.4万股-8,541股-8.21%减仓
F第一信托·USTFDN
1.2%1.35%$461.0万1.7万股$431.9万1.8万股-1,042股-5.65%减仓
特斯拉TSLA
1.13%1.18%$431.0万1.0万股$378.6万1.0万股+64股+0.63%加仓
伯克希尔哈撒韦BRK.B
1.06%1.22%$406.8万8,129股$391.1万8,161股-32股-0.39%减仓
摩根大通JPM
1.04%0.99%$396.6万1.2万股$315.9万1.1万股+1,378股+12.83%加仓
EETF系列解决方案QTUM
0.98%0.82%$374.8万2.3万股$261.6万2.4万股-1,721股-7.06%减仓
VisaV
0.93%0.94%$355.4万1.0万股$300.5万9,941股+417股+4.19%加仓
礼来LLY
0.91%0.85%$350.3万2,921股$273.1万2,969股-48股-1.62%减仓
I景顺交易所交易基金信托XSMO
0.84%0.79%$323.5万3.5万股$251.6万3.3万股+1,451股+4.38%加仓
RROUNDHILL MAGNIFICENT SEVEN ETFMAGS
0.83%0.94%$318.0万4.9万股$300.8万5.2万股-2,453股-4.73%减仓
康宁GLW
0.82%0.52%$315.8万1.2万股$167.5万1.2万股+44股+0.36%加仓
QUANTA SVCSPWR
0.82%0.76%$313.2万4,349股$241.6万4,401股-52股-1.18%减仓
V先锋领航指数基金VUG
0.8%0.73%$306.7万3.6万股$232.2万5,316股+3.0万股+569.86%加仓
IIBMIBM
0.76%0.89%$292.1万1.0万股$285.5万1.2万股-1,392股-11.82%减仓
PPacer基金信托COWZ
0.76%0.88%$292.0万4.7万股$282.4万4.5万股+1,807股+4.00%加仓
IiShares安硕·RUSSELLIWM
0.76%0.8%$290.9万9,681股$254.8万1.0万股-592股-5.76%减仓
ZZACKS TRUSTZECP
0.75%0.79%$287.6万7.6万股$252.2万7.5万股+1,665股+2.23%加仓
VVANECK VECTORS BIOTECH ETFBBH
0.74%0.9%$282.8万1.4万股$289.0万1.5万股-1,452股-9.45%减仓
F第一信托交易所交易基金FTCS
0.73%0.89%$281.4万3.0万股$284.7万3.1万股-733股-2.39%减仓
F第一信托·USTQTEC
0.71%0.56%$271.4万8,110股$180.0万8,335股-225股-2.70%减仓
艾伯维ABBV
0.7%0.72%$268.1万1.1万股$230.5万1.1万股+55股+0.52%加仓
PALO ALTOPANW
0.69%0.35%$263.6万7,730股$111.0万6,925股+805股+11.62%加仓
UNITED RENTALSURI
0.68%0.46%$260.7万2,301股$146.3万2,008股+293股+14.59%加仓
V先锋领航指数基金VTV
0.67%0.74%$256.7万1.2万股$238.0万1.2万股-355股-2.93%减仓
I景顺QQQ信托VOO
0.65%0.26%$248.5万3,374股$83.4万1,444股+1,930股+133.66%加仓
CCOLUMBIA ETF TR IRECS
0.65%0.82%$247.7万5.7万股$260.4万6.7万股-9,580股-14.34%减仓
FFirst Trust Technology Alphadex Fund EtfFXL
0.6%0.53%$231.3万1.1万股$169.1万1.1万股00.00%持仓不变
F第一信托交易所交易基金FXD
0.6%0.69%$230.9万3.3万股$221.3万3.5万股-1,192股-3.45%减仓
迪尔DE
0.59%0.6%$227.1万3,580股$192.4万3,416股+164股+4.80%加仓
V先锋领航指数基金VOO
0.58%0.6%$220.8万3,214股$192.1万3,214股00.00%持仓不变
WASTE MGMT DELWM
0.57%0.71%$218.4万9,798股$228.0万9,923股-125股-1.26%减仓
贝莱德·INC COMBLK
0.54%0.61%$208.5万2,168股$195.5万2,033股+135股+6.64%加仓
美国运通AXP
0.54%0.57%$206.7万6,111股$180.7万5,974股+137股+2.29%加仓
强生JNJ
0.53%0.59%$201.6万7,940股$187.1万7,655股+285股+3.72%加仓
JJOHN HANCOCK EXCHANGE TRADEDJHMM
0.52%0.61%$200.3万2.7万股$194.1万2.9万股-2,198股-7.60%减仓

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