MEJ毛毛姐
MEJ毛毛姐|May 30, 2026 08:12
If you want to track Trump's holdings, I suggest bookmarking these websites. I have also written down the advantages, disadvantages, and key disclosure directions of each website, so you can use them as needed (The article includes the Trump concept stock pool) It should be noted that the stock trading of Trump/senior officials is not a real-time public stream of securities firms. The OGE 278-T rule requires notification within 30 days after trading and disclosure within 45 days at the latest. So all websites are essentially 'post disclosure monitoring', not real-time holdings. However, from the perspective of value investing, the holdings of US stocks are not very short and can serve as a "stock selection inspiration library", but not a direct trading system! 1/5 Open Cabinet http://open-cabinet.org Track OGE disclosures, transactions, documents, and late submission records of Trump and US executive branch officials. Advantages: The data source is close to the official, the structure is clear, and it is suitable for checking the original disclosure. Disadvantages: Not real-time holding, delayed disclosure, PDF parsing may still be missing/incorrect. 2/5 TrumpTrades http://(trumpstrades.com) Create a visualization panel showcasing 3642 transactions, industry distribution, top targets, and large transactions for Trump's 2026 Q1 OGE 278-T disclosure. Advantages: Good interaction and search experience. Disadvantages: More like a thematic panel, not continuous real-time monitoring; The amount is estimated at the midpoint of the interval. 3/5 Trump Tracker http://trumptracker.org/trades Track the transactions, assets, and disclosures of individuals related to the Trump administration. Advantages: Wide coverage, suitable for quickly scanning relevant officials. Disadvantage: There are many aggregation sources, so it is best to retrieve key data from OGE/SEC original files. 4/5 OGE Official Disclosure System https://www.oge.gov/web/278eGuide.nsf/Form_278-T The original disclosure source of the US Government Ethics Office, 278-T, is the senior securities trading disclosure form. Advantages: The most authoritative. Disadvantages: Not easy to use, with many PDFs, weak retrieval, and the need for self parsing; It's not real-time either, and there is usually a disclosure lag. ———————————————— Trump Concept Stock Pool Divided into two categories: - Direct Trump/Emotional Line: The core of DJT; RUM and PHUN are more market sentiment concepts, not equivalent to Trump disclosing his holdings. DWAC has been integrated/evolved into DJT trading logic. - Policy theme line: AI/Semiconductor/American Technology: NVDA 、AVGO、AMD、 DELL 、SMCI、PLTR、ORCL、MSFT、TXN、CDNS、SNPS、AMAT、LRCX、KLAC、 MU Defense/Security/Border: BA, LMT, RTX, NOC, GD, AXON, MSI, GEO, CXW, PLTR Energy/Power/Infrastructure: XOM, CVX, OXY, COP, VST, CEG, GEV, ETN, TT Financial/Regulatory Relaxation/Cryptocurrency: JPM, GS, BAC, MS, BX, APO, ICE, CME, COIN, HOOD, MSTR Tariffs/Local Manufacturing: NUE, STLD, CAT, DE, URI Additionally, as of May 30, 2026, the latest complete annual financial disclosure/position snapshot that I can confirm is the annual 278e report released by OGE on June 13, 2025. The annual public financial disclosure for 2026 was originally due in mid May, but OGE approved a 45 day extension for the President and Vice President on May 15, 2026, with a new deadline of June 29, 2026. So the complete position snapshot for 2026 has not been made public yet
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