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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -11,295 | -100.0% | -$191.63万 | 清仓 |
| JOF | JAPAN SMALLER CAPITALIZATION F COM | $0 | 0.00% | 0 | -90,057 | -100.0% | -$98.16万 | 清仓 |
| — | MFS HIGH INCOME MUN TR SH BEN INT | $0 | 0.00% | 0 | -103,096 | -100.0% | -$38.25万 | 清仓 |
| — | MICROVAST HOLDINGS INC COM | $0 | 0.00% | 0 | -125,493 | -100.0% | -$18.82万 | 清仓 |
| ABT | ABBOTT LABORATORIES COM | $0 | 0.00% | 0 | -1,667 | -100.0% | -$17.12万 | 清仓 |
| — | GAMCO NAT RES GOLD & INCOME TR SH BEN INT | $0 | 0.00% | 0 | -20,422 | -100.0% | -$17.05万 | 清仓 |
| BMO | BANK MONTREAL MEDIUM COM | $0 | 0.00% | 0 | -960 | -100.0% | -$12.99万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -4,976 | -100.0% | -$7.90万 | 清仓 |
| — | MFS HIGH YIELD MUN TR SH BEN INT | $0 | 0.00% | 0 | -20,917 | -100.0% | -$7.49万 | 清仓 |
| NKE | NIKE INC CL B | $0 | 0.00% | 0 | -1,248 | -100.0% | -$6.59万 | 清仓 |
| RY | ROYAL BK CDA COM | $0 | 0.00% | 0 | -345 | -100.0% | -$5.58万 | 清仓 |
| — | SEALED AIR CORP NEW COM | $0 | 0.00% | 0 | -1,077 | -100.0% | -$4.53万 | 清仓 |
| — | NUVEEN PA INVT QUALITY MUN FD COM | $0 | 0.00% | 0 | -3,329 | -100.0% | -$3.97万 | 清仓 |
| TIP | ISHARES TIPS BOND ETF | $0 | 0.00% | 0 | -334 | -100.0% | -$3.68万 | 清仓 |
| — | VOYA EMERGING MKTS HIGH DIVID COM | $0 | 0.00% | 0 | -4,815 | -100.0% | -$3.21万 | 清仓 |
| CDE | COEUR MNG INC COM NEW | $0 | 0.00% | 0 | -727 | -100.0% | -$1.36万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $0 | 0.00% | 0 | -47 | -100.0% | -$1.31万 | 清仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $0 | 0.00% | 0 | -485 | -100.0% | -$1.26万 | 清仓 |
| SLF | SUN LIFE FINANCIAL INC. COM | $0 | 0.00% | 0 | -187 | -100.0% | -$1.17万 | 清仓 |
| SCCO | SOUTHERN COPPER CORP COM | $0 | 0.00% | 0 | -64 | -100.0% | -$1.10万 | 清仓 |
| HRTG | HERITAGE INSURANCE HLDGS INC COM | $0 | 0.00% | 0 | -404 | -100.0% | -$1.06万 | 清仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC COM | $0 | 0.00% | 0 | -369 | -100.0% | -$8,694 | 清仓 |
| ASH | ASHLAND INC COM | $0 | 0.00% | 0 | -150 | -100.0% | -$8,342 | 清仓 |
| TWST | TWIST BIOSCIENCE CORP COM | $0 | 0.00% | 0 | -166 | -100.0% | -$7,888 | 清仓 |
| LUV | SOUTHWEST AIRLS CO COM | $0 | 0.00% | 0 | -190 | -100.0% | -$7,138 | 清仓 |
| — | COTERRA ENERGY INC COM | $0 | 0.00% | 0 | -200 | -100.0% | -$7,028 | 清仓 |
| BLBD | BLUE BIRD CORP COM | $0 | 0.00% | 0 | -98 | -100.0% | -$5,565 | 清仓 |
| MSTR | STRATEGY INC CL A NEW | $0 | 0.00% | 0 | -43 | -100.0% | -$5,366 | 清仓 |
| ASTS | AST SPACEMOBILE INC COM CL A | $0 | 0.00% | 0 | -44 | -100.0% | -$3,646 | 清仓 |
| APOG | APOGEE ENTERPRISES INC COM | $0 | 0.00% | 0 | -100 | -100.0% | -$3,354 | 清仓 |
| UAA | UNDER ARMOUR INC CL A | $0 | 0.00% | 0 | -534 | -100.0% | -$3,156 | 清仓 |
| VCYT | VERACYTE INC COM | $0 | 0.00% | 0 | -85 | -100.0% | -$2,738 | 清仓 |
| HUM | HUMANA INC COM | $0 | 0.00% | 0 | -10 | -100.0% | -$1,734 | 清仓 |
| — | VALHI INC NEW COM | $0 | 0.00% | 0 | -85 | -100.0% | -$1,216 | 清仓 |
| FUBO | FUBOTV INC COM NEW CL A | $0 | 0.00% | 0 | -116 | -100.0% | -$1,097 | 清仓 |
| AMDL | GRANITESHARES 2X LONG AMD DAILY ETF | $0 | 0.00% | 0 | -78 | -100.0% | -$952 | 清仓 |
| DPZ | DOMINOS PIZZA INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$718 | 清仓 |
| — | CAMBRIA CANNABIS ETF | $0 | 0.00% | 0 | -132 | -100.0% | -$675 | 清仓 |
| ASIX | ADVANSIX INC COM | $0 | 0.00% | 0 | -25 | -100.0% | -$610 | 清仓 |
| CLNE | CLEAN ENERGY FUELS CORP COM | $0 | 0.00% | 0 | -200 | -100.0% | -$496 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED CLASS A ORD | $0 | 0.00% | 0 | -105 | -100.0% | -$384 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $0 | 0.00% | 0 | -40 | -100.0% | -$338 | 清仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $0 | 0.00% | 0 | -16 | -100.0% | -$210 | 清仓 |
| INTA | INTAPP INC COM | $0 | 0.00% | 0 | -6 | -100.0% | -$154 | 清仓 |
| — | ITERUM THERAPEUTICS PLC SHS NEW | $0 | 0.00% | 0 | -66 | -100.0% | -$2 | 清仓 |
| — | TRUGOLF HLDGS INC COM CL A | $4 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | THE BEACHBODY COMPANY INC COM CL A NEW | $20 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL | $41 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR US EQUITY ACCELERATED ETF | $43 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | $56 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | GOPRO INC CL A | $78 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $83 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC COM NEW | $87 | 0.00% | 13 | -20 | -60.6% | -$134 | 减仓 |
| — | FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF - SEPTEMBER | $91 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $108 | 0.00% | 6 | -200 | -97.1% | -$3,600 | 减仓 |
| — | GAMESQUARE HLDGS INC COM | $148 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| — | YIELDMAX NFLX OPTION INCOME STRATEGY ETF | $181 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| — | YIELDMAX NVDA OPTION INCOME STRATEGY ETF | $199 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | YIELDMAX AMZN OPTION INCOME STRATEGY ETF | $214 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | BNY MELLON HIGH YIELD STRATEGI SH BEN INT | $242 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | YIELDMAX AAPL OPTION INCOME STRATEGY ETF | $255 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | YIELDMAX TSLA OPTION INCOME STRATEGY ETF | $257 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| DXYZ | DESTINY TECH100 INC COM SHS | $258 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | BRAZIL POTASH CORP COMMON SHARES | $269 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| CALM | CAL MAINE FOODS INC COM NEW | $322 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | YIELDMAX GOOGL OPTION INCOME STRATEGY ETF | $358 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $468 | 0.00% | 27 | -34 | -55.7% | -$589 | 减仓 |
| FSK | FS KKR CAP CORP COM | $504 | 0.00% | 48 | -3,573 | -98.7% | -$3.75万 | 重新持有 |
| EEFT | EURONET WORLDWIDE INC COM | $512 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW COM | $516 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | YIELDMAX MAGNIFICENT 7 FUND OF OPTION INCOME ETFS | $552 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FINTECH ETF | $621 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF | $759 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | UNUSUAL WHALES SUBVERSIVE REPUBLICAN TRADING ETF | $808 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $861 | 0.00% | 11 | -28 | -71.8% | -$2,192 | 减仓 |
| — | LEVERAGE SHARES 2X LONG NVDA DAILY ETF | $920 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| FTHY | FIRST TR HIGH YIELD OPPRT 2027 COM | $959 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR PREMIUM INCOME 20 BARRIER ETF - JULY | $996 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| WYFI | WHITEFIBER INC SHS | $1,049 | 0.00% | 27 | 27 | — | $1,049 | 新建仓 |
| URBN | URBAN OUTFITTERS INC COM | $1,134 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | PROSHARES MSCI TRANSFORMATIONAL CHANGES ETF | $1,185 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED MARKET ETF | $1,231 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | ABRDN AUSTRALIA EQUITY FD INC COM | $1,238 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SPBU | ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF | $1,270 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| ROBO | ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | $1,285 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ARKG | ARK GENOMIC REVOLUTION ETF | $1,435 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| CIFR | CIPHER DIGITAL INC COM | $1,470 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ELECTRIC VEHICLES AND FUTURE TRANSPORTATION ETF | $1,532 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $1,565 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $1,587 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES GLOBAL CARBON STRATEGY ETF | $1,592 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| IYT | ISHARES US TRANSPORTATION ETF | $1,735 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED ORDINARY SHARES | $1,738 | 0.00% | 38 | 38 | — | $1,738 | 新建仓 |
| ARKX | ARK SPACE & DEFENSE INNOVATION ETF | $1,740 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR BUFFER STEP-UP STRATEGY ETF | $1,770 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| CLSK | CLEANSPARK INC COM NEW | $1,833 | 0.00% | 126 | 126 | — | $1,833 | 新建仓 |
| — | ADVISORSHARES PURE CANNABIS ETF | $1,844 | 0.00% | 638 | 0 | 0.0% | — | 不变 |
| — | ISHARES GENOMICS IMMUNOLOGY AND HEALTHCARE ETF | $1,856 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| IXG | ISHARES GLOBAL FINANCIALS ETF | $1,868 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | INVESCO BIOTECHNOLOGY & GENOME ETF | $1,883 | 0.00% | 21 | 0 | 0.0% | — | 不变 |