Paladin Advisory Group, LLC 13F 持仓 · 2026年Q2
Paladin Advisory Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 243 只证券，申报市值合计 1.51 亿美元。前几大持仓：IWF（6.86%）、AVIV（5.20%）、IWD（4.00%）。本季前 25 大持仓中：新建仓 1 只、增持 8 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | $10.3M | 6.86% | 83,186 | 增持 |
| 2 | AVIV | AMERICAN CENTY ETF TR | $7.8M | 5.20% | 101,141 | 增持 |
| 3 | IWD | ISHARES TR | $6.0M | 4.00% | 24,818 | 减持 |
| 4 | AVLV | AMERICAN CENTY ETF TR | $5.6M | 3.74% | 61,741 | 增持 |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | $5.6M | 3.71% | 110,431 | 减持 |
| 6 | IVV | ISHARES TR | $5.3M | 3.54% | 7,121 | 减持 |
| 7 | QQQ | INVESCO QQQ TR | $5.0M | 3.32% | 6,798 | 减持 |
| 8 | AAPL | APPLE INC | $4.7M | 3.13% | 16,291 | 减持 |
| 9 | IDMO | INVESCO EXCH TRADED FD TR II | $4.7M | 3.12% | 77,840 | 增持 |
| 10 | PAVE | GLOBAL X FDS | $4.2M | 2.77% | 70,891 | 增持 |
| 11 | SPMO | INVESCO EXCH TRADED FD TR II | $4.0M | 2.65% | 24,706 | 减持 |
| 12 | JPIE | J P MORGAN EXCHANGE TRADED F | $3.7M | 2.47% | 80,632 | 增持 |
| 13 | HELO | J P MORGAN EXCHANGE TRADED F | $3.6M | 2.37% | 52,877 | 减持 |
| 14 | MU | MICRON TECHNOLOGY INC | $3.4M | 2.28% | 2,978 | 持平 |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $3.4M | 2.28% | 4,606 | 减持 |
| 16 | VTI | VANGUARD INDEX FDS | $3.4M | 2.23% | 9,089 | 减持 |
| 17 | GOOGL | ALPHABET INC | $3.3M | 2.22% | 9,349 | 减持 |
| 18 | MDY | STATE STR SPDR S&P MIDCAP 40 | $3.3M | 2.21% | 4,733 | 减持 |
| 19 | XLRE | SELECT SECTOR SPDR TR | $2.9M | 1.92% | 65,530 | 增持 |
| 20 | MUNI | PIMCO ETF TR | $2.5M | 1.65% | 47,365 | 减持 |
| 21 | IEFA | ISHARES TR | $2.5M | 1.63% | 25,481 | 减持 |
| 22 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | $2.4M | 1.62% | 61,747 | 增持 |
| 23 | NVDA | NVIDIA CORPORATION | $2.1M | 1.39% | 10,451 | 持平 |
| 24 | GOOG | ALPHABET INC | $2.1M | 1.38% | 5,872 | 持平 |
| 25 | STIP | ISHARES TR | $2.0M | 1.35% | 19,871 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR