BankPlus Wealth Management LLC 13F 持仓 · 2026年Q2
BankPlus Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 126 只证券，申报市值合计 2.22 亿美元。前几大持仓：IVV（27.69%）、JCPB（7.84%）、JPIE（4.26%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $61.5M | 27.69% | 82,143 | 增持 |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | $17.4M | 7.84% | 371,116 | 增持 |
| 3 | JPIE | J P MORGAN EXCHANGE TRADED F | $9.5M | 4.26% | 205,578 | 增持 |
| 4 | VCRB | VANGUARD MALVERN FDS | $8.1M | 3.63% | 104,339 | 新建仓 |
| 5 | AAPL | APPLE INC | $6.8M | 3.06% | 23,495 | 减持 |
| 6 | IQLT | ISHARES TR | $6.3M | 2.84% | 127,136 | 增持 |
| 7 | IWM | ISHARES TR | $4.9M | 2.18% | 16,143 | 减持 |
| 8 | RDVY | FIRST TR EXCHANGE TRADED FD | $4.5M | 2.04% | 55,816 | 增持 |
| 9 | TOTR | T ROWE PRICE EXCHANGE-TRADED | $4.4M | 2.00% | 110,869 | 增持 |
| 10 | QQQM | INVESCO EXCH TRADED FD TR II | $4.4M | 1.99% | 14,547 | 增持 |
| 11 | EFG | ISHARES TR | $4.1M | 1.85% | 32,969 | 减持 |
| 12 | LQD | ISHARES TR | $3.9M | 1.77% | 36,155 | 增持 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $3.8M | 1.72% | 5,102 | 减持 |
| 14 | JPM | JPMORGAN CHASE & CO | $3.5M | 1.56% | 10,609 | 减持 |
| 15 | MSFT | MICROSOFT CORP | $3.1M | 1.39% | 8,305 | 增持 |
| 16 | SPEM | SPDR INDEX SHS FDS | $3.0M | 1.35% | 57,765 | 增持 |
| 17 | VO | VANGUARD INDEX FDS | $2.5M | 1.14% | 31,318 | 增持 |
| 18 | IWR | ISHARES TR | $2.4M | 1.10% | 22,174 | 减持 |
| 19 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $2.3M | 1.03% | 30,511 | 减持 |
| 20 | SCHA | SCHWAB STRATEGIC TR | $2.2M | 0.99% | 61,046 | 增持 |
| 21 | GOOG | ALPHABET INC | $1.9M | 0.84% | 5,271 | 增持 |
| 22 | LRCX | LAM RESEARCH CORP | $1.6M | 0.74% | 3,776 | 减持 |
| 23 | LDUR | PIMCO ETF TR | $1.6M | 0.72% | 16,667 | 减持 |
| 24 | AMZN | AMAZON COM INC | $1.6M | 0.71% | 6,619 | 增持 |
| 25 | DIAL | COLUMBIA ETF TR I | $1.5M | 0.69% | 84,891 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR