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

BXM Wealth LLC

No.7428
最新持仓市值 (Q2 2026)
$1.84亿
环比变动 Q1 2026
+$5,390.9万+41.5%
持仓股票数
163
新买入
40
加仓
71
减仓
22
清仓
8
持股不变
30
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
I景顺QQQ信托VOO
13.48%12.82%$2,478.3万3.4万股$1,664.8万2.9万股+4,811股+16.68%加仓
FFUNDSTRAT GRANNYGRNY
4.35%3.4%$799.5万28.9万股$441.9万18.5万股+10.4万股+56.18%加仓
V先锋领航指数基金VOO
4.05%3.26%$744.8万1.1万股$423.6万7,088股+3,756股+52.99%加仓
苹果AAPL
3.9%4.6%$717.6万2.5万股$597.4万2.4万股+1,261股+5.36%加仓
博通AVGO
3.84%3.54%$706.7万1.9万股$460.4万1.5万股+3,831股+25.75%加仓
谷歌AGOOGL
2.49%2.41%$458.3万1.3万股$313.5万1.1万股+1,922股+17.63%加仓
S嘉信策略信托SCHD
2.24%3.06%$411.4万13.0万股$398.1万13.0万股+6股+0.00%加仓
英伟达NVDA
2.05%1.75%$377.6万1.9万股$227.7万1.3万股+5,810股+44.49%加仓
VVanEck Russia ETFBBH
1.87%2.23%$343.6万3.3万股$289.3万3.0万股+3,140股+10.50%加仓
PPROSHARES ULTRAPRO QQQTQQQ
1.64%2.22%$300.6万3.7万股$289.0万6.9万股-3.2万股-46.49%减仓
IiShares安硕·COREIJR
1.59%1.83%$291.9万2.0万股$237.5万1.9万股+582股+3.05%加仓
IiShares安硕信托IGM
1.56%1.61%$287.4万1.8万股$208.8万1.8万股-50股-0.28%减仓
V先锋领航指数基金VUG
1.46%1.76%$268.6万3.1万股$228.7万5,235股+2.6万股+495.53%加仓
TTidal·TRUST IIIGRNJ
1.46%0.99%$267.5万8.5万股$128.9万5.2万股+3.4万股+65.03%加仓
摩根大通JPM
1.36%1.51%$250.7万7,659股$196.3万6,674股+985股+14.76%加仓
EEA SERIES TRUSTBOXX
1.34%2.55%$246.9万2.1万股$331.3万2.8万股-7,400股-25.97%减仓
微软MSFT
1.34%1.43%$245.8万6,588股$185.1万5,001股+1,587股+31.73%加仓
I景顺·NASDAQ 100 ETFQQQM
1.08%1.21%$199.0万6,569股$157.3万6,618股-49股-0.74%减仓
雪佛龙CVX
1.04%1.34%$191.4万1.2万股$174.4万8,427股+3,121股+37.04%加仓
IiShares安硕信托IDEV
0.97%1.31%$178.9万2.0万股$170.6万2.0万股-318股-1.56%减仓
思科CSCO
0.94%0.66%$172.3万1.5万股$85.9万1.1万股+3,596股+32.47%加仓
VVANECK FDSNODE
0.93%0.88%$170.8万3.9万股$114.0万3.5万股+4,190股+11.90%加仓
亚马逊AMZN
0.84%0.98%$155.0万6,504股$126.9万6,094股+410股+6.73%加仓
FFIDELITY DISRUPTIVE TECHNOLOGY ETFFDTX
0.81%0.73%$149.6万2.6万股$95.4万2.6万股00.00%持仓不变
WWEDBUSH SER TRIVES
0.8%0.69%$147.5万3.9万股$89.6万3.2万股+7,145股+22.63%加仓
IiShares安硕信托USMV
0.79%1.08%$145.9万1.5万股$140.3万1.5万股00.00%持仓不变
台积电TSM
0.79%0.59%$145.6万3,048股$76.6万2,268股+780股+34.39%加仓
科磊KLAC
0.77%0.17%$142.4万4,720股$22.4万152股+4,568股+3,005.26%加仓
德州仪器TXN
0.76%0.6%$139.3万4,675股$77.8万4,006股+669股+16.70%加仓
好市多COST
0.76%1.14%$139.3万1,489股$148.4万1,489股00.00%持仓不变
强生JNJ
0.75%0.8%$137.9万5,430股$104.6万4,278股+1,152股+26.93%加仓
IIBMIBM
0.73%0.78%$134.6万4,788股$101.5万4,187股+601股+14.35%加仓
艾伯维ABBV
0.71%0.63%$130.3万5,177股$82.2万3,778股+1,399股+37.03%加仓
IINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARYUJAN
0.67%1.81%$123.9万2.7万股$234.6万5.5万股-2.8万股-50.49%减仓
甲骨文ORCL
0.67%0.81%$122.8万8,380股$104.8万7,122股+1,258股+17.66%加仓
雷神技术RTX
0.66%0.82%$121.5万6,406股$106.3万5,513股+893股+16.20%加仓
VVANECK FABLESS SEMICONDUCTOR ETFSMHX
0.64%0.53%$117.5万1.8万股$68.4万1.8万股00.00%持仓不变
沃尔玛WMT
0.63%0.85%$116.0万1.0万股$109.9万8,844股+1,402股+15.85%加仓
Meta平台META
0.63%0.67%$116.0万2,059股$86.4万1,510股+549股+36.36%加仓
AALPS ETF信托OUSA
0.62%0.47%$113.2万1.9万股$60.7万1.1万股+8,500股+77.98%加仓
AALPS ETF信托ELFY
0.61%0.18%$112.4万2.5万股$23.4万5,960股+1.9万股+319.71%加仓
IInnovator ETF信托UJUN
0.61%$112.3万2.9万股$00股+2.9万股新买入
V先锋领航指数基金VB
0.56%0.7%$103.5万3,416股$90.6万3,460股-44股-1.27%减仓
BBNY MELLON ETF TRUSTBKGI
0.55%0.34%$101.7万2.3万股$44.0万9,875股+1.3万股+129.11%加仓
G通用动力VTI
0.54%0.32%$99.9万2,701股$41.4万1,290股+1,411股+109.38%加仓
卡特彼勒CAT
0.53%0.51%$97.9万919股$66.2万934股-15股-1.61%减仓
F富达Covington信托FDVV
0.52%0.68%$96.5万1.6万股$88.4万1.6万股00.00%持仓不变
I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT
0.51%0.51%$93.5万1.5万股$65.6万1.5万股00.00%持仓不变
AMD超威AMD
0.5%$92.7万1,596股$00股+1,596股新买入
VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE
0.5%0.62%$91.7万2,707股$80.5万2,728股-21股-0.77%减仓

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