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 |
|---|---|---|---|---|---|---|---|---|
| — | ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF | $2.59万 | 0.00% | 760 | 0 | 0.0% | — | 不变 |
| APRW | ALLIANZIM U.S. EQUITY BUFFER20 APR ETF | $2.57万 | 0.00% | 692 | 0 | 0.0% | — | 不变 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP SHS NEW | $2.54万 | 0.00% | 613 | 613 | — | $2.54万 | 新建仓 |
| — | ROUNDHILL SPORTS BETTING & IGAMING ETF | $2.52万 | 0.00% | 1,350 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER | $2.49万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| OUST | OUSTER INC COM NEW | $2.46万 | 0.00% | 393 | 393 | — | $2.46万 | 新建仓 |
| EPAM | EPAM SYS INC COM | $2.45万 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $2.41万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| UVSP | UNIVEST FINANCIAL CORPORATION COM | $2.41万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP COM | $2.40万 | 0.00% | 1,043 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 COM | $2.40万 | 0.00% | 142 | -18 | -11.2% | -$3,043 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $2.38万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $2.32万 | 0.00% | 785 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL COM | $2.29万 | 0.00% | 717 | -100 | -12.2% | -$3,197 | 减仓 |
| — | TRUESHARES STRUCTURED OUTCOME (JULY) ETF | $2.27万 | 0.00% | 501 | 100 | 24.9% | $4,535 | 加仓 |
| — | FRANKLIN MUN OPPORTUNITIES TR SH BEN INT | $2.24万 | 0.00% | 2,123 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $2.23万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP COM | $2.23万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE SR FLTNG RTE TR COM | $2.22万 | 0.00% | 2,099 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET INFLT LNK INC FD COM SH BEN INT | $2.19万 | 0.00% | 2,695 | 0 | 0.0% | — | 不变 |
| XOVR | ERSHARES PRIVATE-PUBLIC CROSSOVER ETF | $2.18万 | 0.00% | 1,035 | 500 | 93.5% | $1.05万 | 加仓 |
| — | RF INDS LTD COM PAR USD0.01 | $2.17万 | 0.00% | 1,021 | 180 | 21.4% | $3,818 | 加仓 |
| B | BARRICK MNG CORP COM SHS | $2.09万 | 0.00% | 569 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC COM | $2.06万 | 0.00% | 191 | -475 | -71.3% | -$5.13万 | 减仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $2.04万 | 0.00% | 844 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $2.02万 | 0.00% | 975 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $1.98万 | 0.00% | 215 | -21 | -8.9% | -$1,938 | 减仓 |
| — | AMERICAN CENTURY MID CAP GROWTH IMPACT ETF | $1.96万 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $1.91万 | 0.00% | 376 | 0 | 0.0% | — | 不变 |
| — | VANECK VIDEO GAMING AND ESPORTS ETF | $1.89万 | 0.00% | 211 | -35 | -14.2% | -$3,142 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $1.87万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF | $1.83万 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| — | ALLIANZIM U.S. EQUITY BUFFER20 MAR ETF | $1.81万 | 0.00% | 501 | 0 | 0.0% | — | 不变 |
| — | RIVERNORTH DOUBLELINE STRATE COM | $1.78万 | 0.00% | 2,300 | 0 | 0.0% | — | 不变 |
| ARKF | ARK BLOCKCHAIN & FINTECH INNOVATION ETF | $1.70万 | 0.00% | 432 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC COM | $1.70万 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC COM | $1.66万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LTD COM NEW | $1.64万 | 0.00% | 4,508 | 4,508 | — | $1.64万 | 新建仓 |
| XCAFX | MORGAN STANLEY CHINA A SH FD COM | $1.64万 | 0.00% | 778 | -222 | -22.2% | -$4,671 | 重新持有 |
| BWXT | BWX TECHNOLOGIES INC COM | $1.64万 | 0.00% | 84 | 25 | 42.4% | $4,866 | 加仓 |
| HST | HOST HOTELS & RESORTS INC COM | $1.63万 | 0.00% | 689 | 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 |
| — | EATON VANCE CALIF MUN INCOM TR SH BEN INT | $1.61万 | 0.00% | 1,528 | 0 | 0.0% | — | 不变 |
| TECB | ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF | $1.59万 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP COM | $1.58万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS COM | $1.57万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| — | FT VEST EMERGING MARKET BUFFER ETF - SEPTEMBER | $1.56万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| JUNW | ALLIANZIM U.S. EQUITY BUFFER20 JUN ETF | $1.53万 | 0.00% | 444 | 0 | 0.0% | — | 不变 |
| BST | BLACKROCK SCIENCE & TECHNOLOGY SHS | $1.52万 | 0.00% | 300 | 300 | — | $1.52万 | 新建仓 |
| — | XAI MADISON EQUITY PREMIUM INC COM | $1.49万 | 0.00% | 2,704 | 2,204 | 440.8% | $1.22万 | 重新持有 |
| GM | GENERAL MTRS CO COM | $1.49万 | 0.00% | 193 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE CYBERSECURITY FUND | $1.45万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | ISHARES LARGE CAP ACCELERATED OUTCOME ETF | $1.45万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| MXL | MAXLINEAR INC COM | $1.43万 | 0.00% | 112 | 112 | — | $1.43万 | 新建仓 |
| FTXL | FIRST TRUST NASDAQ SEMICONDUCTOR ETF | $1.42万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NML | NEUBERGER ENGY INFRSTR & INC COM | $1.42万 | 0.00% | 1,401 | 0 | 0.0% | — | 不变 |
| PARR | PAR PAC HOLDINGS INC COM NEW | $1.40万 | 0.00% | 250 | 45 | 22.0% | $2,524 | 加仓 |
| BE | BLOOM ENERGY CORP COM CL A | $1.39万 | 0.00% | 46 | 4 | 9.5% | $1,211 | 加仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - SEPTEMBER | $1.38万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $1.36万 | 0.00% | 75 | -325 | -81.2% | -$5.88万 | 减仓 |
| FN | FABRINET SHS | $1.35万 | 0.00% | 24 | 3 | 14.3% | $1,686 | 加仓 |
| CRM | SALESFORCE INC COM | $1.35万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| OPFI | OPPFI INC COM CL A | $1.32万 | 0.00% | 1,330 | 0 | 0.0% | — | 不变 |
| PFS | PROVIDENT FINL SVCS INC COM | $1.32万 | 0.00% | 558 | 0 | 0.0% | — | 不变 |
| LOUP | INNOVATOR DEEPWATER FRONTIER TECH ETF | $1.29万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $1.25万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY | $1.25万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | FT VEST NASDAQ-100 MODERATE BUFFER ETF - NOVEMBER | $1.25万 | 0.00% | 498 | 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 |
| — | FLAHERTY & CRUMRINE TOTAL RETU COM | $1.24万 | 0.00% | 732 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $1.24万 | 0.00% | 603 | 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 |
| — | RIVERNORTH FLEXIBLE MUNI INCME COM | $1.20万 | 0.00% | 879 | 0 | 0.0% | — | 不变 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER | $1.15万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD MATERIALS ETF | $1.12万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| CEVA | CEVA INC COM | $1.11万 | 0.00% | 235 | 235 | — | $1.11万 | 新建仓 |
| — | EQUUS TOTAL RETURN INC COM | $1.10万 | 0.00% | 8,897 | -205 | -2.3% | -$254 | 减仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $9,991 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | $9,770 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| HUT | HUT 8 CORP COM | $9,582 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC COM | $9,541 | 0.00% | 176 | 65 | 58.6% | $3,524 | 加仓 |
| SNEX | STONEX GROUP INC COM | $9,480 | 0.00% | 80 | 80 | — | $9,480 | 新建仓 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $9,464 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC COM | $9,436 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CSTM | CONSTELLIUM SE CL A SHS | $9,434 | 0.00% | 296 | 296 | — | $9,434 | 新建仓 |
| THNQ | ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF | $9,121 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO COM | $9,080 | 0.00% | 60 | -7 | -10.4% | -$1,059 | 减仓 |
| — | PACER US CASH COWS GROWTH ETF | $9,021 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY BLUESTAR ISRAEL TECHNOLOGY ETF | $8,654 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| UNFI | UNITED NAT FOODS INC COM | $8,632 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC COM | $8,595 | 0.00% | 180 | 180 | — | $8,595 | 新建仓 |
| — | ROUNDHILL VIDEO GAMES ETF | $8,519 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $8,502 | 0.00% | 24 | -243 | -91.0% | -$8.61万 | 减仓 |
| MQY | BLACKROCK MUNIYILD QULT FD INC COM | $8,422 | 0.00% | 726 | 0 | 0.0% | — | 不变 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS | $8,138 | 0.00% | 270 | -400 | -59.7% | -$1.21万 | 减仓 |
| — | ALPS DISRUPTIVE TECHNOLOGIES ETF | $7,997 | 0.00% | 166 | -64 | -27.8% | -$3,083 | 减仓 |
| ALL | ALLSTATE CORP COM | $7,614 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | RIVERNORTH FLEXIBLE MUN INCOME COM | $7,390 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC COM | $7,336 | 0.00% | 856 | 0 | 0.0% | — | 不变 |
| — | TRADR 2X LONG LITE DAILY ETF | $7,247 | 0.00% | 210 | 210 | — | $7,247 | 新建仓 |