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BAM Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

BAM Wealth Management, LLC

No.7928 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.60亿
环比变动 Q1 2026
+$2,610.8万+19.5%
持仓股票数
166
新买入
30
加仓
90
减仓
44
清仓
22
持股不变
2
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
PPimco Active Bond ETFBOND
4.08%4.64%$651.7万7.1万股$619.9万6.7万股+3,503股+5.21%加仓
FFT VEST U.S. EQUITY BUFFER ETF - MAYFMAY
3.52%$562.5万10.0万股$00股+10.0万股新买入
FIRST INDL RLTY TRFR
3.46%3.45%$553.1万9.2万股$461.6万8.3万股+9,620股+11.64%加仓
苹果AAPL
3.02%3.12%$482.5万1.7万股$417.6万1.6万股+220股+1.34%加仓
F第一信托交易所交易基金VIFAPR
2.94%$470.2万10.1万股$00股+10.1万股新买入
F第一信托交易所交易基金VIFJAN
2.75%3.43%$439.8万8.0万股$458.0万9.1万股-1.1万股-12.13%减仓
第一信托交易所交易基金VIFR
2.72%$434.0万7.1万股$00股+7.1万股新买入
FFIRST TR EXCHNG TRADED FD VIII FT VEST US EQTEDOW
2.71%$432.8万10.1万股$00股+10.1万股新买入
FFIRST TR EXCHNG TRADED FD VIII FT VEST U.S EQTGJUN
2.69%$429.6万10.4万股$00股+10.4万股新买入
英伟达NVDA
2.42%2.27%$386.7万1.9万股$303.2万1.7万股+1,937股+11.14%加仓
PPIMCO太平洋投资管理ETFPYLD
2.39%2.73%$382.0万14.4万股$365.1万13.9万股+4,668股+3.35%加仓
F第一信托交易所交易基金SDVY
2.2%1.63%$352.3万8.2万股$218.6万5.5万股+2.6万股+47.27%加仓
谷歌AGOOGL
2.06%1.37%$329.5万9,219股$182.7万6,354股+2,865股+45.09%加仓
微软MSFT
1.98%2.2%$317.3万8,505股$294.3万7,949股+556股+6.99%加仓
博通AVGO
1.6%1.54%$256.2万6,783股$206.0万6,656股+127股+1.91%加仓
F第一信托交易所交易基金FTCB
1.6%1.35%$255.9万12.3万股$180.6万8.6万股+3.7万股+42.36%加仓
亚马逊AMZN
1.49%1.13%$237.7万9,975股$150.6万7,233股+2,742股+37.91%加仓
MMAIN SECTOR ROTATION ETFSECT
1.21%0.96%$193.6万2.7万股$127.8万2.1万股+5,704股+26.95%加仓
F富兰克林邓普顿ETF信托UDIV
1.14%0.89%$182.8万3.0万股$118.9万2.3万股+7,387股+32.07%加仓
礼来LLY
1.14%1.08%$181.6万1,514股$144.3万1,569股-55股-3.51%减仓
Meta平台META
1.04%0.91%$166.6万2,958股$121.8万2,129股+829股+38.94%加仓
IiShares安硕信托IEFA
1.01%0.83%$162.2万1.7万股$111.6万1.2万股+4,470股+36.27%加仓
PPIMCO太平洋投资管理ETFPMBS
0.98%1.12%$156.7万3.2万股$149.8万3.0万股+1,547股+5.12%加仓
PPIMCO太平洋投资管理ETFMUNI
0.98%0.75%$156.6万3.0万股$100.1万1.9万股+1.1万股+55.22%加仓
V先锋领航斯科茨代尔基金VCIT
0.95%1.09%$151.5万1.8万股$146.4万1.8万股+645股+3.65%加仓
VisaV
0.92%0.7%$147.3万4,293股$94.1万3,113股+1,180股+37.91%加仓
V先锋领航债券指数基金BIV
0.88%1.04%$140.1万1.8万股$138.4万1.8万股+323股+1.80%加仓
PPIMCO太平洋投资管理ETFMINO
0.8%0.6%$128.6万2.8万股$80.4万1.8万股+1.0万股+57.94%加仓
AMD超威AMD
0.78%0.21%$124.1万2,136股$27.9万1,370股+766股+55.91%加仓
AAlphabet Inc Class CGOOG
0.75%0.22%$120.2万3,401股$29.8万1,039股+2,362股+227.33%加仓
B贝莱德ETF信托DYNF
0.75%0.76%$119.1万1.8万股$101.3万1.7万股+105股+0.60%加仓
科磊KLAC
0.7%$112.3万3,722股$00股+3,722股新买入
应用材料AMAT
0.68%0.67%$108.2万1,497股$89.6万2,622股-1,125股-42.91%减仓
PPIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUNDCORP
0.66%0.86%$105.6万1.1万股$115.1万1.2万股-988股-8.31%减仓
安费诺APH
0.65%0.6%$103.1万5,848股$79.9万6,322股-474股-7.50%减仓
V先锋领航·TOTALBND
0.64%0.67%$102.6万1.4万股$89.1万1.2万股+1,878股+15.53%加仓
IiShares安硕信托IVW
0.6%0.54%$96.2万6,998股$72.6万6,420股+578股+9.00%加仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
0.6%0.76%$96.1万2.3万股$101.5万2.6万股-2,749股-10.55%减仓
F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS
0.6%0.52%$95.4万1.9万股$69.6万1.4万股+5,195股+37.18%加仓
IiShares安硕信托ICSH
0.59%0.66%$93.7万1.9万股$88.8万1.8万股+989股+5.64%加仓
A美国世纪ETF信托AVEM
0.58%0.72%$92.9万9,624股$96.5万1.2万股-2,350股-19.63%减仓
好市多COST
0.58%0.22%$92.6万990股$28.9万290股+700股+241.38%加仓
GE航空GE
0.58%0.53%$92.1万2,463股$70.6万2,488股-25股-1.00%减仓
FFIRST TRUST TACTICAL HIGH YIELD ETFHYLS
0.57%0.5%$91.6万2.3万股$66.8万1.6万股+6,073股+36.90%加仓
FFIRST TR EXCHANGE-TRADED FD IV INTERMEDIATE DURATION INVT GRADE CORPORATE ETFFIIG
0.57%0.47%$91.4万4.4万股$63.2万3.0万股+1.4万股+44.91%加仓
F第一信托交易所交易基金VIFIXD
0.57%0.49%$91.3万2.1万股$65.0万1.5万股+6,027股+40.44%加仓
AADVISORSHARES STAR GLOBAL BUY-WRITE ETFVEGA
0.57%0.6%$90.9万1.7万股$80.2万1.7万股+678股+4.08%加仓
JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS
0.55%0.62%$87.2万6,471股$83.4万7,120股-649股-9.12%减仓
沃尔玛WMT
0.54%1.61%$86.4万7,626股$215.7万1.7万股-9,730股-56.06%减仓
IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF
0.53%0.53%$84.9万9,522股$71.2万9,435股+87股+0.92%加仓

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