BTS Asset Management, Inc.
Lincoln MA · SEC CIK 0001532842
$2,594.50万2026Q1 申报市值
31持仓数
73.2%前十大占比 · 第一大 49.6%
11 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BIL 新建仓+$1,286.61万
PAYX 新建仓+$58.63万
ALLE 新建仓+$51.14万
EIX 新建仓+$34.42万
ALL 新建仓+$31.95万
2026Q1 卖出最多 按季末市值估算
USHY 清仓-$2,585.73万
SPHD 清仓-$870.23万
ED 清仓-$74.23万
AEE 清仓-$49.57万
DIA 减仓-$40.42万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BIL | STATE STREET SPDR BLOOMBERG 1 3 MONTH T BILL ETF | $1,286.61万 | 49.59% | 140,398 | 140,398 | — | $1,286.61万 | 新建仓 |
| JEPI | JPMorgan Equity Premium Income ETF USD Class | $119.34万 | 4.60% | 21,055 | 486 | 2.4% | $2.75万 | 加仓 |
| TFLO | iShares Treasury Floating Rate Bond ETF | $89.91万 | 3.47% | 17,758 | -170 | -0.9% | -$8,607 | 减仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVG ETF TRUST | $67.84万 | 2.61% | 1,465 | -873 | -37.3% | -$40.42万 | 减仓 |
| SRLN | SPDR Blackstone Senior Loan ETF USD Class | $59.98万 | 2.31% | 14,943 | 330 | 2.3% | $1.32万 | 加仓 |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF USD Class | $59.28万 | 2.28% | 10,677 | 773 | 7.8% | $4.29万 | 加仓 |
| PAYX | Paychex, Inc. | $58.63万 | 2.26% | 6,365 | 6,365 | — | $58.63万 | 新建仓 |
| IEF | iShares 7-10 Year Treasury Bond ETF USD Class | $54.94万 | 2.12% | 5,756 | 4 | 0.1% | $382 | 加仓 |
| NVDA | NVIDIA Corporation | $51.51万 | 1.99% | 2,953 | 234 | 8.6% | $4.08万 | 加仓 |
| ALLE | ALLEGION plc | $51.14万 | 1.97% | 3,520 | 3,520 | — | $51.14万 | 新建仓 |
| KR | KROGER CO | $49.13万 | 1.89% | 6,789 | -3,572 | -34.5% | -$25.85万 | 减仓 |
| CMCSA | Comcast Corporation | $48.70万 | 1.88% | 16,961 | 1,010 | 6.3% | $2.90万 | 加仓 |
| JAAA | Janus Henderson AAA CLO ETF USD Class | $44.98万 | 1.73% | 8,930 | -9 | -0.1% | -$453 | 减仓 |
| AGZ | iShares Agency Bond ETF | $44.88万 | 1.73% | 4,090 | -13 | -0.3% | -$1,426 | 减仓 |
| GOOGL | ALPHABET INC | $39.65万 | 1.53% | 1,379 | 124 | 9.9% | $3.57万 | 加仓 |
| META | Meta Platforms, Inc. | $38.73万 | 1.49% | 677 | 109 | 19.2% | $6.24万 | 加仓 |
| EIX | Edison International | $34.42万 | 1.33% | 4,704 | 4,704 | — | $34.42万 | 新建仓 |
| ALL | Allstate Corporation (The) | $31.95万 | 1.23% | 1,541 | 1,541 | — | $31.95万 | 新建仓 |
| VGT | VANGUARD SECTOR INDEX FDS VANGUARD INFORMATION TECHNOLOGY VIPERS | $31.80万 | 1.23% | 456 | 456 | — | $31.80万 | 新建仓 |
| NOBL | ProShares S&P 500 Dividend Aristocrats ETF | $30.11万 | 1.16% | 2,841 | -40 | -1.4% | -$4,240 | 减仓 |
| PCEF | Invesco CEF Income Composite ETF USD Class | $30.05万 | 1.16% | 15,967 | 814 | 5.4% | $1.53万 | 加仓 |
| IYM | ISHARES TR DOW JONES US BASIC MATERIALS SECTOR INDEX FD | $30.05万 | 1.16% | 1,708 | 1,708 | — | $30.05万 | 新建仓 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $29.99万 | 1.16% | 12,007 | 100 | 0.8% | $2,498 | 加仓 |
| JBBB | Janus Henderson B-BBB CLO ETF USD Class | $29.99万 | 1.16% | 6,435 | 124 | 2.0% | $5,779 | 加仓 |
| ATO | Atmos Energy Corporation | $29.21万 | 1.13% | 1,581 | 1,581 | — | $29.21万 | 新建仓 |
| RMD | ResMed, Inc. | $29.20万 | 1.13% | 1,301 | 1,301 | — | $29.20万 | 新建仓 |
| EXC | Exelon Corporation | $25.65万 | 0.99% | 5,233 | -393 | -7.0% | -$1.93万 | 减仓 |
| CF | CF INDUSTRIES HOLDINGS, INC. | $24.90万 | 0.96% | 1,918 | -396 | -17.1% | -$5.14万 | 重新持有 |
| HRL | Hormel Foods Corporation | $24.76万 | 0.95% | 10,930 | 10,930 | — | $24.76万 | 新建仓 |
| VNOM | Viper Energy, Inc. | $24.56万 | 0.95% | 5,227 | 5,227 | — | $24.56万 | 新建仓 |
| VBR | VANGUARD SMALL-CAP VALUE VIPERS | $22.61万 | 0.87% | 1,041 | -41 | -3.8% | -$8,906 | 减仓 |
| HYLB | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $0 | 0.00% | 0 | -691,112 | -100.0% | -$2,585.73万 | 清仓 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $0 | 0.00% | 0 | -180,649 | -100.0% | -$870.23万 | 清仓 |
| ED | CONSOLIDATED EDISON | $0 | 0.00% | 0 | -7,425 | -100.0% | -$74.23万 | 清仓 |
| AEE | AMEREN CORP | $0 | 0.00% | 0 | -4,916 | -100.0% | -$49.57万 | 清仓 |
| CALM | CAL-MAINE FOODS, INC. | $0 | 0.00% | 0 | -4,639 | -100.0% | -$36.91万 | 清仓 |
| GLD | SPDR GOLD TR GOLD SHS | $0 | 0.00% | 0 | -900 | -100.0% | -$35.68万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -2,543 | -100.0% | -$31.73万 | 清仓 |
| XLE | ENERGY SELECT SECTOR SPDR FUND | $0 | 0.00% | 0 | -6,843 | -100.0% | -$31.19万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR CONSUMER | $0 | 0.00% | 0 | -2,623 | -100.0% | -$31.07万 | 清仓 |
| SNA | SNAP ON TOOLS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ERIE | ERIE INDEMNITY COMPANY CLASS A | $0 | 0.00% | 0 | -837 | -100.0% | -$23.63万 | 清仓 |
| F | FORD MOTOR COMPANY | $0 | 0.00% | 0 | -12,024 | -100.0% | -$15.90万 | 清仓 |