BXM Wealth LLC 13F 持仓 · 2026年Q2
BXM Wealth 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 163 只证券,申报市值合计 1.84 亿美元。前几大持仓:QQQ(13.48%)、GRNY(4.35%)、VOO(4.05%)。本季前 25 大持仓中:增持 19 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $24.8M | 13.48% | 33,655 | 增持 |
| 2 | GRNY | TIDAL TRUST I | $8.0M | 4.35% | 289,149 | 增持 |
| 3 | VOO | VANGUARD INDEX FDS | $7.4M | 4.05% | 10,844 | 增持 |
| 4 | AAPL | APPLE INC | $7.2M | 3.90% | 24,799 | 增持 |
| 5 | AVGO | BROADCOM INC | $7.1M | 3.84% | 18,708 | 增持 |
| 6 | GOOGL | ALPHABET INC | $4.6M | 2.49% | 12,824 | 增持 |
| 7 | SCHD | SCHWAB STRATEGIC TR | $4.1M | 2.24% | 129,752 | 增持 |
| 8 | NVDA | NVIDIA CORPORATION | $3.8M | 2.05% | 18,869 | 增持 |
| 9 | MOAT | VANECK ETF TRUST | $3.4M | 1.87% | 33,055 | 增持 |
| 10 | TQQQ | PROSHARES TR | $3.0M | 1.64% | 37,105 | 减持 |
| 11 | IJR | ISHARES TR | $2.9M | 1.59% | 19,685 | 增持 |
| 12 | IGM | ISHARES TR | $2.9M | 1.56% | 17,572 | 减持 |
| 13 | GRNJ | TIDAL TRUST III | $2.7M | 1.46% | 85,080 | 增持 |
| 14 | VUG | VANGUARD INDEX FDS | $2.7M | 1.46% | 31,176 | 增持 |
| 15 | JPM | JPMORGAN CHASE & CO | $2.5M | 1.36% | 7,659 | 增持 |
| 16 | BOXX | EA SERIES TRUST | $2.5M | 1.34% | 21,090 | 减持 |
| 17 | MSFT | MICROSOFT CORP | $2.5M | 1.34% | 6,588 | 增持 |
| 18 | QQQM | INVESCO EXCH TRADED FD TR II | $2.0M | 1.08% | 6,569 | 减持 |
| 19 | CVX | CHEVRON CORPORATION | $1.9M | 1.04% | 11,548 | 增持 |
| 20 | IDEV | ISHARES TR | $1.8M | 0.97% | 20,100 | 减持 |
| 21 | CSCO | CISCO SYS INC | $1.7M | 0.94% | 14,672 | 增持 |
| 22 | NODE | VANECK FDS | $1.7M | 0.93% | 39,414 | 增持 |
| 23 | AMZN | AMAZON COM INC | $1.6M | 0.84% | 6,504 | 增持 |
| 24 | FDTX | FIDELITY COVINGTON TRUST | $1.5M | 0.81% | 25,840 | 持平 |
| 25 | IVES | WEDBUSH SER TR | $1.5M | 0.80% | 38,725 | 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