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 |
|---|---|---|---|---|---|---|---|---|
| FN | FABRINET SHS | $1.35万 | 0.00% | 24 | 3 | 14.3% | $1,686 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $1.36万 | 0.00% | 75 | -325 | -81.2% | -$5.88万 | 减仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - SEPTEMBER | $1.38万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP COM CL A | $1.39万 | 0.00% | 46 | 4 | 9.5% | $1,211 | 加仓 |
| PARR | PAR PAC HOLDINGS INC COM NEW | $1.40万 | 0.00% | 250 | 45 | 22.0% | $2,524 | 加仓 |
| NML | NEUBERGER ENGY INFRSTR & INC COM | $1.42万 | 0.00% | 1,401 | 0 | 0.0% | — | 不变 |
| FTXL | FIRST TRUST NASDAQ SEMICONDUCTOR ETF | $1.42万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MXL | MAXLINEAR INC COM | $1.43万 | 0.00% | 112 | 112 | — | $1.43万 | 新建仓 |
| — | ISHARES LARGE CAP ACCELERATED OUTCOME ETF | $1.45万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE CYBERSECURITY FUND | $1.45万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $1.49万 | 0.00% | 193 | 0 | 0.0% | — | 不变 |
| — | XAI MADISON EQUITY PREMIUM INC COM | $1.49万 | 0.00% | 2,704 | 2,204 | 440.8% | $1.22万 | 重新持有 |
| BST | BLACKROCK SCIENCE & TECHNOLOGY SHS | $1.52万 | 0.00% | 300 | 300 | — | $1.52万 | 新建仓 |
| JUNW | ALLIANZIM U.S. EQUITY BUFFER20 JUN ETF | $1.53万 | 0.00% | 444 | 0 | 0.0% | — | 不变 |
| — | FT VEST EMERGING MARKET BUFFER ETF - SEPTEMBER | $1.56万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS COM | $1.57万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP COM | $1.58万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| TECB | ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF | $1.59万 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE CALIF MUN INCOM TR SH BEN INT | $1.61万 | 0.00% | 1,528 | 0 | 0.0% | — | 不变 |
| PSMR | PACER SWAN SOS MODERATE (APRIL) ETF | $1.61万 | 0.00% | 500 | 400 | 400.0% | $1.29万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC COM | $1.63万 | 0.00% | 689 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC COM | $1.64万 | 0.00% | 84 | 25 | 42.4% | $4,866 | 加仓 |
| XCAFX | MORGAN STANLEY CHINA A SH FD COM | $1.64万 | 0.00% | 778 | -222 | -22.2% | -$4,671 | 重新持有 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LTD COM NEW | $1.64万 | 0.00% | 4,508 | 4,508 | — | $1.64万 | 新建仓 |
| EME | EMCOR GROUP INC COM | $1.66万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC COM | $1.70万 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ARKF | ARK BLOCKCHAIN & FINTECH INNOVATION ETF | $1.70万 | 0.00% | 432 | 0 | 0.0% | — | 不变 |
| — | RIVERNORTH DOUBLELINE STRATE COM | $1.78万 | 0.00% | 2,300 | 0 | 0.0% | — | 不变 |
| — | ALLIANZIM U.S. EQUITY BUFFER20 MAR ETF | $1.81万 | 0.00% | 501 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF | $1.83万 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $1.87万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| — | VANECK VIDEO GAMING AND ESPORTS ETF | $1.89万 | 0.00% | 211 | -35 | -14.2% | -$3,142 | 减仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $1.91万 | 0.00% | 376 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTURY MID CAP GROWTH IMPACT ETF | $1.96万 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $1.98万 | 0.00% | 215 | -21 | -8.9% | -$1,938 | 减仓 |
| T | AT&T INC COM | $2.02万 | 0.00% | 975 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $2.04万 | 0.00% | 844 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC COM | $2.06万 | 0.00% | 191 | -475 | -71.3% | -$5.13万 | 减仓 |
| B | BARRICK MNG CORP COM SHS | $2.09万 | 0.00% | 569 | 0 | 0.0% | — | 不变 |
| — | RF INDS LTD COM PAR USD0.01 | $2.17万 | 0.00% | 1,021 | 180 | 21.4% | $3,818 | 加仓 |
| XOVR | ERSHARES PRIVATE-PUBLIC CROSSOVER ETF | $2.18万 | 0.00% | 1,035 | 500 | 93.5% | $1.05万 | 加仓 |
| — | WESTERN ASSET INFLT LNK INC FD COM SH BEN INT | $2.19万 | 0.00% | 2,695 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE SR FLTNG RTE TR COM | $2.22万 | 0.00% | 2,099 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP COM | $2.23万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $2.23万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN MUN OPPORTUNITIES TR SH BEN INT | $2.24万 | 0.00% | 2,123 | 0 | 0.0% | — | 不变 |
| — | TRUESHARES STRUCTURED OUTCOME (JULY) ETF | $2.27万 | 0.00% | 501 | 100 | 24.9% | $4,535 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $2.29万 | 0.00% | 717 | -100 | -12.2% | -$3,197 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $2.32万 | 0.00% | 785 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $2.38万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 COM | $2.40万 | 0.00% | 142 | -18 | -11.2% | -$3,043 | 减仓 |
| KEY | KEYCORP COM | $2.40万 | 0.00% | 1,043 | 0 | 0.0% | — | 不变 |
| UVSP | UNIVEST FINANCIAL CORPORATION COM | $2.41万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $2.41万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| EPAM | EPAM SYS INC COM | $2.45万 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| OUST | OUSTER INC COM NEW | $2.46万 | 0.00% | 393 | 393 | — | $2.46万 | 新建仓 |
| — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER | $2.49万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| — | ROUNDHILL SPORTS BETTING & IGAMING ETF | $2.52万 | 0.00% | 1,350 | 0 | 0.0% | — | 不变 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP SHS NEW | $2.54万 | 0.00% | 613 | 613 | — | $2.54万 | 新建仓 |
| APRW | ALLIANZIM U.S. EQUITY BUFFER20 APR ETF | $2.57万 | 0.00% | 692 | 0 | 0.0% | — | 不变 |
| — | ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF | $2.59万 | 0.00% | 760 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $2.60万 | 0.00% | 614 | 0 | 0.0% | — | 不变 |
| SSO | PROSHARES ULTRA S&P 500 | $2.63万 | 0.00% | 391 | 319 | 443.1% | $2.15万 | 加仓 |
| POWL | POWELL INDS INC COM | $2.66万 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| NMZ | NUVEEN MUN HIGH INCOME OPPORTU COM | $2.68万 | 0.00% | 2,532 | 2,532 | — | $2.68万 | 新建仓 |
| P | EVERPURE INC CL A | $2.75万 | 0.00% | 349 | -9 | -2.5% | -$709 | 减仓 |
| EAT | BRINKER INTL INC COM | $2.76万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD COM | $2.76万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| FAN | FIRST TRUST GLOBAL WIND ENERGY ETF | $2.85万 | 0.00% | 1,141 | 0 | 0.0% | — | 不变 |
| LGLV | STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF | $2.90万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X SILVER MINERS ETF | $2.91万 | 0.00% | 376 | 50 | 15.3% | $3,873 | 加仓 |
| CTVA | CORTEVA INC COM | $2.95万 | 0.00% | 348 | 0 | 0.0% | — | 不变 |
| NTLA | INTELLIA THERAPEUTICS INC COM | $2.97万 | 0.00% | 1,757 | 0 | 0.0% | — | 不变 |
| — | XAI FLOATING RATE & ALTER INCO COM SHS BENF INT | $2.98万 | 0.00% | 1,699 | -16 | -0.9% | -$281 | 减仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $2.98万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| MAYW | ALLIANZIM U.S. EQUITY BUFFER20 MAY ETF | $2.98万 | 0.00% | 858 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK MUNIYIELD PA QUALITY COM | $3.01万 | 0.00% | 2,651 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP COM | $3.02万 | 0.00% | 746 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $3.02万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| — | TRUESHARES STRUCTURED OUTCOME (MARCH) ETF | $3.07万 | 0.00% | 838 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE RISK-MANAGED DIVER COM | $3.10万 | 0.00% | 3,750 | 250 | 7.1% | $2,068 | 加仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $3.11万 | 0.00% | 821 | 0 | 0.0% | — | 不变 |
| PDX | PIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT | $3.14万 | 0.00% | 1,509 | 500 | 49.6% | $1.04万 | 加仓 |
| COHR | COHERENT CORP COM | $3.20万 | 0.00% | 81 | -160 | -66.4% | -$6.31万 | 减仓 |
| AVK | ADVENT CONV & INCOME FD COM | $3.21万 | 0.00% | 2,448 | 2,448 | — | $3.21万 | 新建仓 |
| IXN | ISHARES GLOBAL TECH ETF | $3.21万 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $3.21万 | 0.00% | 365 | 220 | 151.7% | $1.93万 | 加仓 |
| MMU | WESTERN ASSET MANAGED MUNS FD COM | $3.21万 | 0.00% | 3,083 | -100 | -3.1% | -$1,042 | 减仓 |
| — | SOURCE CAPITAL COM SHS OF BEN I | $3.22万 | 0.00% | 700 | 500 | 250.0% | $2.30万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 APR/OCT ETF | $3.27万 | 0.00% | 912 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $3.28万 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $3.28万 | 0.00% | 509 | -260 | -33.8% | -$1.68万 | 减仓 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - FEBRUARY | $3.29万 | 0.00% | 1,252 | 0 | 0.0% | — | 不变 |
| DAUG | FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST | $3.35万 | 0.00% | 715 | 0 | 0.0% | — | 不变 |
| NPKI | NPK INTERNATIONAL INC COM SHS | $3.40万 | 0.00% | 2,139 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL | $3.41万 | 0.00% | 1,037 | 1,037 | — | $3.41万 | 新建仓 |
| AGX | ARGAN INC COM | $3.43万 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| XEVTX | EATON VANCE TAX ADVT DIV INCM COM | $3.44万 | 0.00% | 1,244 | -343 | -21.6% | -$9,494 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD INC COM | $3.45万 | 0.00% | 2,898 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC COM | $3.45万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |