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Trajan Wealth LLC · 13F 持仓分析
期权收益计算器 机构排行

Trajan Wealth LLC

No.1476 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$26.49亿
环比变动 Q1 2026
+$1.74亿+7.0%
持仓股票数
152
新买入
16
加仓
74
减仓
62
清仓
14
持股不变
0
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
V先锋领航指数基金VOO
8.35%8.18%$2.21亿32.2万股$2.03亿33.9万股-1.7万股-5.00%减仓
谷歌AGOOGL
5.82%5.2%$1.54亿43.2万股$1.29亿44.8万股-1.6万股-3.60%减仓
IiShares安硕信托AGG
5.04%5.26%$1.34亿134.9万股$1.30亿131.2万股+3.8万股+2.88%加仓
V先锋领航·TOTALBND
4.61%4.63%$1.22亿166.2万股$1.15亿155.6万股+10.6万股+6.79%加仓
台积电TSM
4.09%3.5%$1.08亿22.7万股$8,664.5万25.6万股-2.9万股-11.49%减仓
微软MSFT
3.9%4.13%$1.03亿27.7万股$1.02亿27.7万股+640股+0.23%加仓
Meta平台META
2.85%3.06%$7,542.9万13.4万股$7,578.5万13.2万股+1,447股+1.09%加仓
亚马逊AMZN
2.84%2.64%$7,525.3万31.6万股$6,541.1万31.4万股+1,669股+0.53%加仓
苹果AAPL
2.56%2.68%$6,785.4万23.4万股$6,627.0万26.1万股-2.7万股-10.20%减仓
万事达MA
2.24%2.4%$5,947.2万11.6万股$5,952.5万11.9万股-3,336股-2.80%减仓
V先锋领航债券指数基金BSV
2.14%2.17%$5,673.9万72.8万股$5,366.7万68.4万股+4.4万股+6.40%加仓
英伟达NVDA
1.99%1.42%$5,277.5万26.4万股$3,523.0万20.2万股+6.2万股+30.57%加仓
安桥ENB
1.71%2.08%$4,525.1万83.5万股$5,156.4万95.2万股-11.8万股-12.35%减仓
BOOKING COMBKNG
1.68%1.47%$4,441.4万24.9万股$3,647.2万8,663股+24.1万股+2,776.38%加仓
AAlphabet Inc Class CGOOG
1.67%1.33%$4,437.2万12.6万股$3,281.0万11.4万股+1.1万股+9.80%加仓
CencoraCOR
1.64%1.94%$4,332.6万15.3万股$4,804.3万15.3万股+170股+0.11%加仓
VisaV
1.6%1.48%$4,242.1万12.4万股$3,658.2万12.1万股+2,609股+2.16%加仓
Elevance健康ELV
1.56%1.21%$4,131.5万10.7万股$3,006.4万10.3万股+4,135股+4.03%加仓
伯克希尔哈撒韦BRK.B
1.52%1.02%$4,017.1万8.0万股$2,532.1万5.3万股+2.7万股+51.93%加仓
IQVIAIQV
1.33%1.23%$3,526.6万18.3万股$3,036.8万17.8万股+4,444股+2.50%加仓
PHILIP MORRIS INTLPM
1.33%1.18%$3,510.7万19.4万股$2,910.0万17.6万股+1.8万股+10.26%加仓
好市多COST
1.28%1.52%$3,395.0万3.6万股$3,753.1万3.8万股-1,373股-3.65%减仓
联合健康UNH
1.25%0.89%$3,305.4万8.0万股$2,194.2万8.1万股-1,564股-1.93%减仓
威瑞森VZ
1.1%1.18%$2,914.2万68.8万股$2,932.9万58.4万股+10.4万股+17.81%加仓
优步UBER
0.98%1.07%$2,593.7万35.9万股$2,659.8万37.0万股-1.0万股-2.79%减仓
IiShares安硕信托IWV
0.96%0.89%$2,551.5万6.0万股$2,193.4万5.9万股+666股+1.13%加仓
摩根大通JPM
0.95%0.81%$2,517.9万7.7万股$2,003.9万6.8万股+8,801股+12.92%加仓
ROBLOX CL ARBLX
0.94%0.84%$2,494.6万45.9万股$2,069.9万36.6万股+9.3万股+25.35%加仓
沃尔玛WMT
0.93%1.12%$2,456.4万21.7万股$2,776.8万22.3万股-6,546股-2.93%减仓
CCOLUMBIA ETF TR IRECS
0.87%0.84%$2,310.1万53.4万股$2,069.5万53.1万股+2,843股+0.54%加仓
美国运通AXP
0.87%0.76%$2,293.2万6.8万股$1,876.3万6.2万股+5,765股+9.29%加仓
PPIMCO太平洋投资管理ETFPYLD
0.85%0.89%$2,250.5万84.9万股$2,199.9万84.0万股+8,953股+1.07%加仓
DDimensional维度ETF信托DFAC
0.84%0.79%$2,212.8万49.9万股$1,952.5万50.2万股-3,617股-0.72%减仓
宝洁PG
0.8%0.73%$2,110.6万14.4万股$1,798.0万12.4万股+1.9万股+15.63%加仓
WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON
0.8%0.77%$2,108.1万37.3万股$1,917.8万36.5万股+7,975股+2.18%加仓
IiShares安硕EWL
0.79%0.77%$2,091.6万33.3万股$1,896.9万32.3万股+1.0万股+3.18%加仓
通用动力GD
0.78%0.7%$2,074.1万5.9万股$1,723.7万5.0万股+8,329股+16.58%加仓
A美国世纪ETF信托AVUS
0.74%0.69%$1,949.7万15.2万股$1,706.0万15.3万股-1,223股-0.80%减仓
COOPER COSCOO
0.73%0.71%$1,934.8万27.0万股$1,749.1万24.5万股+2.5万股+10.29%加仓
GGARMIN SHSGRMN
0.71%0.76%$1,880.6万7.9万股$1,882.7万8.1万股-1,975股-2.43%减仓
I景顺交易所交易基金IIBKLN
0.7%0.73%$1,849.0万90.8万股$1,795.5万88.0万股+2.8万股+3.18%加仓
A美国世纪ETF信托AVXC
0.65%0.56%$1,725.2万20.1万股$1,394.6万20.6万股-4,776股-2.32%减仓
WWISDOMTREE INDIAEPI
0.64%0.62%$1,704.7万39.8万股$1,529.5万37.5万股+2.4万股+6.29%加仓
IiShares安硕信托IEFA
0.64%0.64%$1,682.8万17.4万股$1,574.8万17.4万股+280股+0.16%加仓
IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY
0.63%0.62%$1,663.6万44.9万股$1,538.9万41.8万股+3.2万股+7.57%加仓
S道富SPYM
0.62%0.18%$1,644.8万18.7万股$455.9万6.0万股+12.8万股+214.26%加仓
嘉信理财SCHW
0.58%0.57%$1,532.1万16.6万股$1,414.0万15.0万股+1.6万股+10.36%加仓
赛富时CRM
0.55%0.49%$1,454.5万9.3万股$1,204.0万6.4万股+2.8万股+43.95%加仓
WELLS FARGO NEWWFC
0.55%0.52%$1,453.0万17.6万股$1,276.6万16.0万股+1.5万股+9.65%加仓
FFiservFISV
0.52%0.61%$1,375.2万28.0万股$1,505.6万27.0万股+1.1万股+3.91%加仓

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