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 |
|---|---|---|---|---|---|---|---|---|
| QS | QUANTUMSCAPE CORP COM CL A | $7,016 | 0.00% | 928 | 27 | 3.0% | $204 | 加仓 |
| DOW | DOW HLDGS INC COM | $7,004 | 0.00% | 256 | 62 | 32.0% | $1,696 | 加仓 |
| PACK | RANPAK HOLDINGS CORP COM CL A | $6,915 | 0.00% | 946 | 0 | 0.0% | — | 不变 |
| GCO | GENESCO INC COM | $6,754 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC CL A | $6,558 | 0.00% | 83 | 31 | 59.6% | $2,449 | 加仓 |
| — | BLACKSTONE LONG SHORT CR INCOM COM SHS BN INT | $6,528 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| — | LEVERAGE SHARES 2X LONG COHR DAILY ETF | $6,341 | 0.00% | 450 | 450 | — | $6,341 | 新建仓 |
| — | PACER SWAN SOS CONSERVATIVE (APRIL) ETF | $6,003 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | RENAISSANCE IPO ETF | $5,942 | 0.00% | 100 | 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 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $5,793 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC COM NEW | $5,710 | 0.00% | 693 | 600 | 645.2% | $4,944 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $5,661 | 0.00% | 300 | 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 |
| — | GRAYSCALE ETHEREUM STAKING ETF | $5,525 | 0.00% | 433 | 0 | 0.0% | — | 不变 |
| — | FLAHERTY & CRUMRINE PFD INCOME COM | $5,516 | 0.00% | 597 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $5,509 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR AUGUST | $5,507 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | APTUS APRIL BUFFER ETF | $5,376 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $5,349 | 0.00% | 172 | -245 | -58.8% | -$7,619 | 减仓 |
| NEXA | NEXA RES S A COM | $5,324 | 0.00% | 435 | 435 | — | $5,324 | 新建仓 |
| WLDN | WILLDAN GROUP INC COM | $5,221 | 0.00% | 66 | -30 | -31.2% | -$2,373 | 减仓 |
| INOD | INNODATA INC COM NEW | $5,215 | 0.00% | 69 | -19 | -21.6% | -$1,436 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC COM | $5,124 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB US TIPS ETF | $4,823 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC CL C | $4,304 | 0.00% | 692 | -300 | -30.2% | -$1,866 | 减仓 |
| CVSA | COVISTA INC COM | $4,238 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| — | DEFIANCE DAILY TARGET 2X LONG ANET ETF | $4,039 | 0.00% | 189 | 189 | — | $4,039 | 新建仓 |
| — | GYRODYNE LLC COM | $3,781 | 0.00% | 626 | 0 | 0.0% | — | 不变 |
| MMT | ABERDEEN MULTI-MARKET INCOME SH BEN INT | $3,753 | 0.00% | 853 | 0 | 0.0% | — | 不变 |
| SPPP | SPROTT ASSET MANAGEMENT LP PHYSICAL PLATINU | $3,735 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | ROUNDHILL BALL METAVERSE ETF | $3,690 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC ORD SHS | $3,372 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | GRANITESHARES NASDAQ SELECT DISRUPTORS ETF | $3,317 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR GROWTH-100 POWER BUFFER ETF - NOVEMBER | $3,145 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EIS | ISHARES MSCI ISRAEL ETF | $3,018 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| WRD | WERIDE INC SPONSORED ADS | $3,003 | 0.00% | 516 | 0 | 0.0% | — | 不变 |
| APPN | APPIAN CORP CL A | $3,000 | 0.00% | 131 | 116 | 773.3% | $2,656 | 加仓 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $2,857 | 0.00% | 100 | 100 | — | $2,857 | 新建仓 |
| — | ARK ISRAEL INNOVATIVE TECHNOLOGY ETF | $2,825 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP COM CL A | $2,744 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| — | VANECK ISRAEL ETF | $2,595 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| EMGF | ISHARES EMERGING MARKETS EQUITY FACTOR ETF | $2,564 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| BUG | GLOBAL X CYBERSECURITY ETF | $2,521 | 0.00% | 66 | 2 | 3.1% | $76 | 加仓 |
| — | FT VEST NASDAQ-100 MODERATE BUFFER ETF - AUGUST | $2,484 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| 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 |
| BTDR | BITDEER TECHNOLOGIES GROUP CL A ORD SHS | $2,381 | 0.00% | 150 | 150 | — | $2,381 | 新建仓 |
| CII | BLACKROCK ENHANCED LARGE CAP C COM | $2,327 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| BGB | BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN | $2,317 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| JFR | NUVEEN FLOATING RATE INCOME FD COM | $2,301 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS INC COM | $2,300 | 0.00% | 84 | 84 | — | $2,300 | 新建仓 |
| — | GLOBAL X CLOUD COMPUTING ETF | $2,297 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| GVIP | GOLDMAN SACHS HEDGE INDUSTRY VIP ETF | $2,264 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| TE | T1 ENERGY INC COM NEW | $2,161 | 0.00% | 228 | 228 | — | $2,161 | 新建仓 |
| ABNB | AIRBNB INC COM CL A | $2,147 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | BRANDYWINEGBL GBL INCM OPP FD COM | $2,112 | 0.00% | 266 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ALTERNATIVE HARVEST ETF | $2,034 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC COM CL A | $1,962 | 0.00% | 13 | -12 | -48.0% | -$1,811 | 减仓 |
| GSUS | GOLDMAN SACHS MARKETBETA U.S. EQUITY ETF | $1,959 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP CL A | $1,903 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| — | INVESCO BIOTECHNOLOGY & GENOME ETF | $1,883 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| IXG | ISHARES GLOBAL FINANCIALS ETF | $1,868 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | ISHARES GENOMICS IMMUNOLOGY AND HEALTHCARE ETF | $1,856 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| — | ADVISORSHARES PURE CANNABIS ETF | $1,844 | 0.00% | 638 | 0 | 0.0% | — | 不变 |
| CLSK | CLEANSPARK INC COM NEW | $1,833 | 0.00% | 126 | 126 | — | $1,833 | 新建仓 |
| — | INNOVATOR BUFFER STEP-UP STRATEGY ETF | $1,770 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| ARKX | ARK SPACE & DEFENSE INNOVATION ETF | $1,740 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED ORDINARY SHARES | $1,738 | 0.00% | 38 | 38 | — | $1,738 | 新建仓 |
| IYT | ISHARES US TRANSPORTATION ETF | $1,735 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES GLOBAL CARBON STRATEGY ETF | $1,592 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $1,587 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $1,565 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ELECTRIC VEHICLES AND FUTURE TRANSPORTATION ETF | $1,532 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| CIFR | CIPHER DIGITAL INC COM | $1,470 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| ARKG | ARK GENOMIC REVOLUTION ETF | $1,435 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| ROBO | ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | $1,285 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SPBU | ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF | $1,270 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| — | ABRDN AUSTRALIA EQUITY FD INC COM | $1,238 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED MARKET ETF | $1,231 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | PROSHARES MSCI TRANSFORMATIONAL CHANGES ETF | $1,185 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| URBN | URBAN OUTFITTERS INC COM | $1,134 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| WYFI | WHITEFIBER INC SHS | $1,049 | 0.00% | 27 | 27 | — | $1,049 | 新建仓 |
| — | INNOVATOR PREMIUM INCOME 20 BARRIER ETF - JULY | $996 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| FTHY | FIRST TR HIGH YIELD OPPRT 2027 COM | $959 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| — | LEVERAGE SHARES 2X LONG NVDA DAILY ETF | $920 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $861 | 0.00% | 11 | -28 | -71.8% | -$2,192 | 减仓 |
| — | UNUSUAL WHALES SUBVERSIVE REPUBLICAN TRADING ETF | $808 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF | $759 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FINTECH ETF | $621 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | YIELDMAX MAGNIFICENT 7 FUND OF OPTION INCOME ETFS | $552 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW COM | $516 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EEFT | EURONET WORLDWIDE INC COM | $512 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP COM | $504 | 0.00% | 48 | -3,573 | -98.7% | -$3.75万 | 重新持有 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $468 | 0.00% | 27 | -34 | -55.7% | -$589 | 减仓 |
| — | YIELDMAX GOOGL OPTION INCOME STRATEGY ETF | $358 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| CALM | CAL MAINE FOODS INC COM NEW | $322 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | BRAZIL POTASH CORP COMMON SHARES | $269 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| DXYZ | DESTINY TECH100 INC COM SHS | $258 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | YIELDMAX TSLA OPTION INCOME STRATEGY ETF | $257 | 0.00% | 9 | 0 | 0.0% | — | 不变 |