Paragon Private Wealth Management, LLC 13F 持仓 · 2026年Q2
Paragon Private Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 226 只证券，申报市值合计 3.83 亿美元。前几大持仓：NVDA（4.68%）、AAPL（4.53%）、GOOGL（4.19%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $17.9M | 4.68% | 89,548 | 增持 |
| 2 | AAPL | APPLE INC | $17.4M | 4.53% | 59,987 | 减持 |
| 3 | GOOGL | ALPHABET INC | $16.1M | 4.19% | 44,951 | 减持 |
| 4 | MSFT | MICROSOFT CORP | $13.2M | 3.46% | 35,511 | 减持 |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $11.8M | 3.07% | 15,749 | 增持 |
| 6 | AMZN | AMAZON COM INC | $9.6M | 2.52% | 40,458 | 减持 |
| 7 | IWR | ISHARES TR | $9.6M | 2.50% | 86,740 | 减持 |
| 8 | FTXL | FIRST TR EXCHANGE TRADED FD | $8.0M | 2.09% | 28,128 | 减持 |
| 9 | IJR | ISHARES TR | $8.0M | 2.08% | 53,822 | 减持 |
| 10 | AVGO | BROADCOM INC | $7.8M | 2.04% | 20,711 | 减持 |
| 11 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $7.4M | 1.93% | 7,668 | 减持 |
| 12 | KLAC | KLA CORP | $7.1M | 1.85% | 23,428 | 增持 |
| 13 | META | META PLATFORMS INC | $6.2M | 1.62% | 10,990 | 减持 |
| 14 | JPST | J P MORGAN EXCHANGE TRADED F | $6.1M | 1.58% | 119,802 | 增持 |
| 15 | AMAT | APPLIED MATLS INC | $4.9M | 1.28% | 6,801 | 增持 |
| 16 | VUSB | VANGUARD BD INDEX FDS | $4.8M | 1.24% | 95,489 | 减持 |
| 17 | FDN | FIRST TR EXCHANGE-TRADED FD | $4.6M | 1.20% | 17,414 | 减持 |
| 18 | TSLA | TESLA INC | $4.3M | 1.13% | 10,247 | 增持 |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.1M | 1.06% | 8,129 | 减持 |
| 20 | JPM | JPMORGAN CHASE & CO | $4.0M | 1.04% | 12,117 | 增持 |
| 21 | QTUM | ETF SER SOLUTIONS | $3.7M | 0.98% | 22,661 | 减持 |
| 22 | V | VISA INC | $3.6M | 0.93% | 10,358 | 增持 |
| 23 | LLY | ELI LILLY & CO | $3.5M | 0.91% | 2,921 | 减持 |
| 24 | XSMO | INVESCO EXCHANGE TRADED FD T | $3.2M | 0.84% | 34,553 | 增持 |
| 25 | MAGS | LISTED FDS TR | $3.2M | 0.83% | 49,459 | 减持 |
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