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Gradient Investments LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Gradient Investments LLC

报告期 2026-03-31 · CIK 0001542265

持仓数

420

前50大市值合计

$3.74B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SPYM SPDR SERIES TRUST

STATE STREET SPD

$321.3M

4,198,437

8.6%

DMBS DOUBLELINE ETF TRUST

MORTGAGE ETF

$151.6M

3,070,452

4.1%

GLDM WORLD GOLD TR

SPDR GLD MINIS

$150.9M

1,628,261

4.0%

NVDA NVIDIA CORPORATION

COM

$129.3M

741,546

3.5%

AMZN AMAZON COM INC

COM

$128.4M

616,689

3.4%

AAPL APPLE INC

COM

$125.2M

493,268

3.4%

AVDE AMERICAN CENTY ETF TR

INTL EQT ETF

$120.0M

1,414,786

3.2%

MSFT MICROSOFT CORP

COM

$118.3M

319,595

3.2%

JMBS JANUS DETROIT STR TR

HENDERSON MTG

$106.0M

2,346,915

2.8%

GOOG ALPHABET INC

CAP STK CL C

$105.1M

366,358

2.8%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$103.4M

2,265,319

2.8%

SPAB SPDR SERIES TRUST

STATE STREET SPD

$94.8M

3,699,377

2.5%

SEPU AIM ETF PRODUCTS TRUST

ALLIANZIM US EQU

$94.3M

3,368,931

2.5%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$92.1M

1,143,476

2.5%

RECS COLUMBIA ETF TR I

RESH ENHNC COR

$90.4M

2,320,319

2.4%

META META PLATFORMS INC

CL A

$80.8M

141,275

2.2%

XFIV BONDBLOXX ETF TRUST

BLOOMBERG FVE YR

$73.4M

1,493,253

2.0%

JAAA JANUS DETROIT STR TR

HENDRSON AAA CL

$70.9M

1,407,337

1.9%

QQQM INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF

$66.3M

279,062

1.8%

IETC ISHARES U S ETF TR

U.S. TECH INDEPD

$64.0M

724,457

1.7%

CVX CHEVRON CORPORATION

COM

$63.8M

308,434

1.7%

DABS DOUBLELINE ETF TRUST

ASSET BACKED SEC

$63.0M

1,241,253

1.7%

GS GOLDMAN SACHS GROUP INC

COM

$59.3M

70,105

1.6%

AVGO BROADCOM INC

COM

$58.4M

188,817

1.6%

JPM JPMORGAN CHASE & CO

COM

$56.9M

193,602

1.5%

PRFD PIMCO ETF TR

PREFERRED AND CP

$56.9M

1,122,533

1.5%

BBBS BONDBLOXX ETF TRUST

BBB RATED 1 5 YE

$56.5M

1,104,568

1.5%

GSY INVESCO ACTIVELY MANAGED EXC

ULTRA SHRT DUR

$55.1M

1,100,074

1.5%

UYLD ANGEL OAK FUNDS TRUST

OAK ULTRASHORT

$55.0M

1,077,672

1.5%

MS MORGAN STANLEY

COM NEW

$53.9M

327,515

1.4%

TGT TARGET CORP

COM

$51.7M

426,200

1.4%

SPYI NEOS ETF TRUST

NEOS S&P 500 HI

$51.2M

1,036,407

1.4%

FEBT AIM ETF PRODUCTS TRUST

ALLIANZIM US EQT

$51.0M

1,362,693

1.4%

XSVN BONDBLOXX ETF TRUST

BLOOMBERG SEVEN

$50.9M

1,066,490

1.4%

WMT WALMART INC

COM

$47.6M

383,098

1.3%

XTRE BONDBLOXX ETF TRUST

BLOOMBERG THREE

$45.3M

915,397

1.2%

XLF SELECT SECTOR SPDR TR

STATE STREET FIN

$45.2M

915,406

1.2%

IGTR INNOVATOR ETFS TRUST

GRADIENT TACTIC

$44.2M

1,559,534

1.2%

KO COCA COLA CO

COM

$42.9M

563,727

1.1%

BIL SPDR SERIES TRUST

STATE STREET SPD

$41.5M

453,084

1.1%

— MEDTRONIC PLC

SHS

$41.4M

478,004

1.1%

UNH UNITEDHEALTH GROUP INC

COM

$41.1M

151,888

1.1%

IGIB ISHARES TR

ISHS 5-10YR INVT

$40.4M

758,240

1.1%

AVUS AMERICAN CENTY ETF TR

US EQT ETF

$39.8M

357,756

1.1%

FTSM FIRST TR EXCHANGE-TRADED FD

FIRST TR ENH NEW

$39.6M

662,925

1.1%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$39.6M

82,569

1.1%

— EATON CORP PLC

SHS

$39.5M

110,546

1.1%

XTEN BONDBLOXX ETF TRUST

BLOOMBERG TEN YR

$39.4M

858,750

1.1%

PCMM BONDBLOXX ETF TRUST

BONDBLOXX PRIVAT

$39.0M

792,708

1.0%

MCD MCDONALDS CORP

COM

$38.9M

125,195

1.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

27%前 6 大占比

SPYM8.6%DMBS4.1%GLDM4.0%NVDA3.5%AMZN3.4%AAPL3.4%