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

BCR Wealth Strategies, LLC

No.5223 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.56亿
环比变动 Q1 2026
+$3,687.1万+11.6%
持仓股票数
32
新买入
0
加仓
12
减仓
6
清仓
4
持股不变
14
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
A美国世纪ETF信托AVUS
24.8%24.36%$8,828.0万68.9万股$7,771.4万69.9万股-9,737股-1.39%减仓
DDimensional维度ETF信托DXUV
14.62%14.67%$5,205.7万78.3万股$4,681.9万78.9万股-6,070股-0.77%减仓
AAVANTIS CORE FIXED INCOME ETFAVIG
9.93%10.07%$3,535.5万85.4万股$3,212.3万77.3万股+8.0万股+10.41%加仓
DDimensional维度ETF信托DFCF
9.79%9.94%$3,484.4万82.5万股$3,171.1万75.1万股+7.4万股+9.90%加仓
AVANTIS INTLNGG
9.57%9.07%$3,405.8万38.2万股$2,894.6万34.1万股+4.1万股+11.91%加仓
V先锋领航·MALVERN FDSVCRB
8.29%8.32%$2,949.4万38.2万股$2,654.7万34.3万股+3.9万股+11.31%加仓
DDimensional维度ETF信托DFEM
6.98%6.36%$2,483.7万61.1万股$2,030.4万58.8万股+2.3万股+3.99%加仓
A美国世纪ETF信托DXIV
6.25%5.6%$2,225.7万31.8万股$1,785.8万26.4万股+5.4万股+20.24%加仓
V先锋领航指数基金VNQ
4.21%4.08%$1,496.9万15.5万股$1,302.1万14.7万股+8,433股+5.74%加仓
IiShares安硕信托ICSH
1.3%1.31%$463.7万9.2万股$416.9万8.2万股+9,316股+11.31%加仓
SSPDR标普500 ETFSPY
0.76%0.74%$270.3万3,620股$235.4万3,620股00.00%持仓不变
AAvantis Total Equity Markets ETFAVTM
0.41%0.4%$146.9万2.7万股$126.8万2.7万股00.00%持仓不变
A美国世纪ETF信托AVEM
0.29%0.28%$103.4万1.1万股$89.7万1.1万股-424股-3.81%减仓
泛林集团LRCX
0.26%0.14%$92.3万2,130股$45.5万2,130股00.00%持仓不变
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
0.25%0.25%$89.5万1.3万股$79.9万1.3万股00.00%持仓不变
V先锋领航指数基金VXF
0.25%0.23%$89.2万3,624股$74.5万3,624股00.00%持仓不变
V先锋领航国际股票指数基金VT
0.21%0.21%$74.4万4,743股$66.7万4,826股-83股-1.72%减仓
SERVISFIRST BANCSHARESSFBS
0.19%0.18%$67.3万7,761股$56.5万7,761股00.00%持仓不变
南方电力SO
0.18%0.2%$64.2万6,703股$64.2万6,660股+43股+0.65%加仓
苹果AAPL
0.18%0.17%$62.4万2,156股$54.0万2,131股+25股+1.17%加仓
迪尔DE
0.17%0.17%$59.4万937股$52.7万937股00.00%持仓不变
艾默生电气EMR
0.15%0.15%$52.3万3,651股$47.6万3,637股+14股+0.38%加仓
英伟达NVDA
0.14%0.15%$48.1万2,403股$47.1万2,703股-300股-11.10%减仓
AAvantis·U SAVUV
0.13%0.13%$47.3万3,791股$41.8万3,791股00.00%持仓不变
A美国世纪ETF信托AVGE
0.12%0.12%$42.0万4,234股$37.2万4,234股00.00%持仓不变
V先锋领航市政债券基金VTEB
0.12%0.13%$41.1万8,130股$40.5万8,130股00.00%持仓不变
V先锋领航·SMALLVBR
0.1%0.13%$36.9万1,517股$41.6万1,919股-402股-20.95%减仓
LOWES COS COMLOW
0.09%0.1%$30.5万1,385股$32.7万1,384股+1股+0.07%加仓
WELLS FARGO NEWWFC
0.08%0.08%$28.1万3,401股$27.0万3,401股00.00%持仓不变
PPimco Active Bond ETFBOND
0.07%0.08%$26.7万2,893股$26.6万2,893股00.00%持仓不变
SSPDR黄金信托GLD
0.07%0.09%$24.2万656股$28.2万656股00.00%持仓不变
百事可乐PEP
0.06%0.07%$20.7万1,526股$23.6万1,526股00.00%持仓不变

🧭 机构资金流板块热力图

净流出 净流入