Bison Wealth, LLC 13F 持仓 · 2026年Q2
Bison Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 477 只证券，申报市值合计 10.89 亿美元。前几大持仓：OVL（10.64%）、OVLH（4.22%）、AAPL（3.28%）。本季前 25 大持仓中：增持 21 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | OVL | LISTED FDS TR | $115.9M | 10.64% | 2.0M | 增持 |
| 2 | OVLH | LISTED FDS TR | $46.0M | 4.22% | 1.1M | 增持 |
| 3 | AAPL | APPLE INC | $35.7M | 3.28% | 114,143 | 增持 |
| 4 | OVT | LISTED FDS TR | $34.5M | 3.16% | 1.6M | 减持 |
| 5 | IWF | ISHARES TR | $26.2M | 2.40% | 212,913 | 增持 |
| 6 | OVM | LISTED FDS TR | $25.4M | 2.33% | 1.2M | 增持 |
| 7 | MGV | VANGUARD WORLD FD | $24.1M | 2.21% | 146,800 | 增持 |
| 8 | BIL | SPDR SERIES TRUST | $23.7M | 2.17% | 259,063 | 增持 |
| 9 | OVF | LISTED FDS TR | $23.7M | 2.17% | 736,641 | 增持 |
| 10 | OVB | LISTED FDS TR | $23.6M | 2.16% | 1.2M | 增持 |
| 11 | QQQ | INVESCO QQQ TR | $23.5M | 2.16% | 32,538 | 增持 |
| 12 | NVDA | NVIDIA CORPORATION | $23.0M | 2.11% | 117,756 | 增持 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $20.0M | 1.83% | 26,606 | 增持 |
| 14 | KHPI | MANAGED PORTFOLIO SER | $18.4M | 1.69% | 709,283 | 增持 |
| 15 | OVS | LISTED FDS TR | $16.9M | 1.56% | 401,701 | 增持 |
| 16 | MSFT | MICROSOFT CORP | $16.8M | 1.55% | 43,559 | 减持 |
| 17 | VOO | VANGUARD INDEX FDS | $15.7M | 1.44% | 22,792 | 增持 |
| 18 | FTGC | FIRST TR EXCHANGE TRAD FD VI | $13.8M | 1.27% | 498,160 | 增持 |
| 19 | IVV | ISHARES TR | $13.3M | 1.22% | 17,633 | 增持 |
| 20 | ICSH | ISHARES TR | $12.0M | 1.10% | 237,882 | 减持 |
| 21 | GOOGL | ALPHABET INC | $11.7M | 1.08% | 31,970 | 增持 |
| 22 | AMZN | AMAZON COM INC | $10.8M | 0.99% | 44,127 | 增持 |
| 23 | LST | MANAGED PORTFOLIO SER | $10.6M | 0.97% | 226,731 | 增持 |
| 24 | QQQM | INVESCO EXCH TRADED FD TR II | $10.4M | 0.96% | 35,060 | 减持 |
| 25 | IEF | ISHARES TR | $9.6M | 0.88% | 101,433 | 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