BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
BLUE BELL PA · SEC CIK 0001352860
$8.02亿2026Q2 申报市值
716持仓数
44.1%前十大占比 · 第一大 20.4%
34 / 45新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PSUS 新建仓+$649.16万
VBIL 新建仓+$285.09万
CET 加仓+$184.27万
SPYM 加仓+$174.01万
SPY 加仓+$168.17万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$191.63万
ADX 减仓-$122.12万
SCHX 减仓-$119.79万
SCHB 减仓-$111.33万
JOF 清仓-$98.16万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| RBLX | ROBLOX CORP CL A | $1,903 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| GSUS | GOLDMAN SACHS MARKETBETA U.S. EQUITY ETF | $1,959 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC COM CL A | $1,962 | 0.00% | 13 | -12 | -48.0% | -$1,811 | 减仓 |
| — | AMPLIFY ALTERNATIVE HARVEST ETF | $2,034 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| — | BRANDYWINEGBL GBL INCM OPP FD COM | $2,112 | 0.00% | 266 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC COM CL A | $2,147 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| TE | T1 ENERGY INC COM NEW | $2,161 | 0.00% | 228 | 228 | — | $2,161 | 新建仓 |
| GVIP | GOLDMAN SACHS HEDGE INDUSTRY VIP ETF | $2,264 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X CLOUD COMPUTING ETF | $2,297 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS INC COM | $2,300 | 0.00% | 84 | 84 | — | $2,300 | 新建仓 |
| JFR | NUVEEN FLOATING RATE INCOME FD COM | $2,301 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| BGB | BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN | $2,317 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| CII | BLACKROCK ENHANCED LARGE CAP C COM | $2,327 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| BTDR | BITDEER TECHNOLOGIES GROUP CL A ORD SHS | $2,381 | 0.00% | 150 | 150 | — | $2,381 | 新建仓 |
| GSSC | TR ACTIVEBETA US SMALL CAP EQUITY ETF | $2,464 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| PSTL | POSTAL REALTY TRUST INC CL A | $2,464 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | FT VEST NASDAQ-100 MODERATE BUFFER ETF - AUGUST | $2,484 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| BUG | GLOBAL X CYBERSECURITY ETF | $2,521 | 0.00% | 66 | 2 | 3.1% | $76 | 加仓 |
| EMGF | ISHARES EMERGING MARKETS EQUITY FACTOR ETF | $2,564 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| — | VANECK ISRAEL ETF | $2,595 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP COM CL A | $2,744 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| — | ARK ISRAEL INNOVATIVE TECHNOLOGY ETF | $2,825 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $2,857 | 0.00% | 100 | 100 | — | $2,857 | 新建仓 |
| APPN | APPIAN CORP CL A | $3,000 | 0.00% | 131 | 116 | 773.3% | $2,656 | 加仓 |
| WRD | WERIDE INC SPONSORED ADS | $3,003 | 0.00% | 516 | 0 | 0.0% | — | 不变 |
| EIS | ISHARES MSCI ISRAEL ETF | $3,018 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR GROWTH-100 POWER BUFFER ETF - NOVEMBER | $3,145 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | GRANITESHARES NASDAQ SELECT DISRUPTORS ETF | $3,317 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC ORD SHS | $3,372 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | ROUNDHILL BALL METAVERSE ETF | $3,690 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SPPP | SPROTT ASSET MANAGEMENT LP PHYSICAL PLATINU | $3,735 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MMT | ABERDEEN MULTI-MARKET INCOME SH BEN INT | $3,753 | 0.00% | 853 | 0 | 0.0% | — | 不变 |
| — | GYRODYNE LLC COM | $3,781 | 0.00% | 626 | 0 | 0.0% | — | 不变 |
| — | DEFIANCE DAILY TARGET 2X LONG ANET ETF | $4,039 | 0.00% | 189 | 189 | — | $4,039 | 新建仓 |
| CVSA | COVISTA INC COM | $4,238 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC CL C | $4,304 | 0.00% | 692 | -300 | -30.2% | -$1,866 | 减仓 |
| SCHP | SCHWAB US TIPS ETF | $4,823 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| DSGX | DESCARTES SYS GROUP INC COM | $5,124 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| INOD | INNODATA INC COM NEW | $5,215 | 0.00% | 69 | -19 | -21.6% | -$1,436 | 减仓 |
| WLDN | WILLDAN GROUP INC COM | $5,221 | 0.00% | 66 | -30 | -31.2% | -$2,373 | 减仓 |
| NEXA | NEXA RES S A COM | $5,324 | 0.00% | 435 | 435 | — | $5,324 | 新建仓 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $5,349 | 0.00% | 172 | -245 | -58.8% | -$7,619 | 减仓 |
| — | APTUS APRIL BUFFER ETF | $5,376 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR AUGUST | $5,507 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $5,509 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| — | FLAHERTY & CRUMRINE PFD INCOME COM | $5,516 | 0.00% | 597 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING ETF | $5,525 | 0.00% | 433 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $5,561 | 0.00% | 41 | -85 | -67.5% | -$1.15万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $5,661 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC COM NEW | $5,710 | 0.00% | 693 | 600 | 645.2% | $4,944 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $5,793 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JANUARY 2028 | $5,903 | 0.00% | 208 | 208 | — | $5,903 | 新建仓 |
| — | RENAISSANCE IPO ETF | $5,942 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | PACER SWAN SOS CONSERVATIVE (APRIL) ETF | $6,003 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | LEVERAGE SHARES 2X LONG COHR DAILY ETF | $6,341 | 0.00% | 450 | 450 | — | $6,341 | 新建仓 |
| — | BLACKSTONE LONG SHORT CR INCOM COM SHS BN INT | $6,528 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC CL A | $6,558 | 0.00% | 83 | 31 | 59.6% | $2,449 | 加仓 |
| GCO | GENESCO INC COM | $6,754 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PACK | RANPAK HOLDINGS CORP COM CL A | $6,915 | 0.00% | 946 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC COM | $7,004 | 0.00% | 256 | 62 | 32.0% | $1,696 | 加仓 |
| QS | QUANTUMSCAPE CORP COM CL A | $7,016 | 0.00% | 928 | 27 | 3.0% | $204 | 加仓 |
| — | TRADR 2X LONG LITE DAILY ETF | $7,247 | 0.00% | 210 | 210 | — | $7,247 | 新建仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC COM | $7,336 | 0.00% | 856 | 0 | 0.0% | — | 不变 |
| — | RIVERNORTH FLEXIBLE MUN INCOME COM | $7,390 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP COM | $7,614 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | ALPS DISRUPTIVE TECHNOLOGIES ETF | $7,997 | 0.00% | 166 | -64 | -27.8% | -$3,083 | 减仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS | $8,138 | 0.00% | 270 | -400 | -59.7% | -$1.21万 | 减仓 |
| MQY | BLACKROCK MUNIYILD QULT FD INC COM | $8,422 | 0.00% | 726 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $8,502 | 0.00% | 24 | -243 | -91.0% | -$8.61万 | 减仓 |
| — | ROUNDHILL VIDEO GAMES ETF | $8,519 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC COM | $8,595 | 0.00% | 180 | 180 | — | $8,595 | 新建仓 |
| UNFI | UNITED NAT FOODS INC COM | $8,632 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY BLUESTAR ISRAEL TECHNOLOGY ETF | $8,654 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| — | PACER US CASH COWS GROWTH ETF | $9,021 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO COM | $9,080 | 0.00% | 60 | -7 | -10.4% | -$1,059 | 减仓 |
| THNQ | ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF | $9,121 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CSTM | CONSTELLIUM SE CL A SHS | $9,434 | 0.00% | 296 | 296 | — | $9,434 | 新建仓 |
| WAB | WABTEC COM | $9,436 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $9,464 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| SNEX | STONEX GROUP INC COM | $9,480 | 0.00% | 80 | 80 | — | $9,480 | 新建仓 |
| ENB | ENBRIDGE INC COM | $9,541 | 0.00% | 176 | 65 | 58.6% | $3,524 | 加仓 |
| HUT | HUT 8 CORP COM | $9,582 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | $9,770 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $9,991 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | EQUUS TOTAL RETURN INC COM | $1.10万 | 0.00% | 8,897 | -205 | -2.3% | -$254 | 减仓 |
| CEVA | CEVA INC COM | $1.11万 | 0.00% | 235 | 235 | — | $1.11万 | 新建仓 |
| VAW | VANGUARD MATERIALS ETF | $1.12万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER | $1.15万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | RIVERNORTH FLEXIBLE MUNI INCME COM | $1.20万 | 0.00% | 879 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JULY | $1.22万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $1.24万 | 0.00% | 603 | 0 | 0.0% | — | 不变 |
| — | FLAHERTY & CRUMRINE TOTAL RETU COM | $1.24万 | 0.00% | 732 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - FEBRUARY | $1.24万 | 0.00% | 400 | 400 | — | $1.24万 | 新建仓 |
| — | FT VEST NASDAQ-100 MODERATE BUFFER ETF - NOVEMBER | $1.25万 | 0.00% | 498 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY | $1.25万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $1.25万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| LOUP | INNOVATOR DEEPWATER FRONTIER TECH ETF | $1.29万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| PFS | PROVIDENT FINL SVCS INC COM | $1.32万 | 0.00% | 558 | 0 | 0.0% | — | 不变 |
| OPFI | OPPFI INC COM CL A | $1.32万 | 0.00% | 1,330 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $1.35万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |