BTS Asset Management, Inc.
Lincoln MA · SEC CIK 0001532842
$4,743.91万2026Q2 申报市值
31持仓数
83.1%前十大占比 · 第一大 51.5%
8 / 10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
VCIT 新建仓+$65.83万
MSFT 新建仓+$56.41万
MSI 新建仓+$54.77万
XLC 新建仓+$43.93万
TFLO 加仓+$41.98万
2026Q2 卖出最多 按季末市值估算
BIL 减仓-$462.21万
HYLB 重新持有-$127.56万
DIA 清仓-$67.84万
PAYX 清仓-$58.63万
IEF 清仓-$54.94万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| HYLB | Xtrackers USD High Yield Corporate Bond ETF USD Class | $2,441.82万 | 51.47% | 668,625 | -34,929 | -5.0% | -$127.56万 | 重新持有 |
| BIL | STATE STREET SPDR BLOOMBERG 1 3 MONTH T BILL ETF | $824.39万 | 17.38% | 89,960 | -50,438 | -35.9% | -$462.21万 | 减仓 |
| JEPI | JPMorgan Equity Premium Income ETF USD Class | $146.61万 | 3.09% | 25,958 | 4,903 | 23.3% | $27.69万 | 加仓 |
| TFLO | iShares Treasury Floating Rate Bond ETF | $131.88万 | 2.78% | 26,049 | 8,291 | 46.7% | $41.98万 | 加仓 |
| EIX | Edison International | $75.00万 | 1.58% | 10,074 | 5,370 | 114.2% | $39.98万 | 加仓 |
| SRLN | SPDR Blackstone Senior Loan ETF USD Class | $65.99万 | 1.39% | 16,379 | 1,436 | 9.6% | $5.79万 | 加仓 |
| JAAA | Janus Henderson AAA CLO ETF USD Class | $65.93万 | 1.39% | 13,059 | 4,129 | 46.2% | $20.85万 | 加仓 |
| AGZ | iShares Agency Bond ETF | $65.87万 | 1.39% | 6,028 | 1,938 | 47.4% | $21.18万 | 加仓 |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $65.83万 | 1.39% | 7,965 | 7,965 | — | $65.83万 | 新建仓 |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF USD Class | $58.79万 | 1.24% | 9,566 | -1,111 | -10.4% | -$6.83万 | 减仓 |
| MSFT | Microsoft Corporation | $56.41万 | 1.19% | 1,512 | 1,512 | — | $56.41万 | 新建仓 |
| MSI | Motorola Solutions, Inc. | $54.77万 | 1.15% | 1,319 | 1,319 | — | $54.77万 | 新建仓 |
| NVDA | NVIDIA Corporation | $48.32万 | 1.02% | 2,415 | -538 | -18.2% | -$10.76万 | 减仓 |
| RMD | ResMed, Inc. | $44.88万 | 0.95% | 2,303 | 1,002 | 77.0% | $19.53万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $44.59万 | 0.94% | 1,248 | -131 | -9.5% | -$4.68万 | 减仓 |
| PCEF | Invesco CEF Income Composite ETF USD Class | $43.99万 | 0.93% | 21,659 | 5,692 | 35.6% | $11.56万 | 加仓 |
| JBBB | Janus Henderson B-BBB CLO ETF USD Class | $43.96万 | 0.93% | 9,284 | 2,849 | 44.3% | $13.49万 | 加仓 |
| XLC | State Street Communication Services Select Sector SPDR ETF | $43.93万 | 0.93% | 4,101 | 4,101 | — | $43.93万 | 新建仓 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $43.92万 | 0.93% | 17,546 | 5,539 | 46.1% | $13.86万 | 加仓 |
| IYM | ISHARES TR DOW JONES US BASIC MATERIALS SECTOR INDEX FD | $43.85万 | 0.92% | 2,442 | 734 | 43.0% | $13.18万 | 加仓 |
| NOBL | ProShares S&P 500 Dividend Aristocrats ETF | $43.84万 | 0.92% | 7,807 | 2,125 | 37.4% | $11.93万 | 加仓 |
| KR | KROGER CO | $41.70万 | 0.88% | 7,509 | 720 | 10.6% | $4.00万 | 加仓 |
| NFLX | NETFLIX COM INC | $40.86万 | 0.86% | 5,723 | 5,723 | — | $40.86万 | 新建仓 |
| CMCSA | Comcast Corporation | $34.16万 | 0.72% | 13,913 | -3,048 | -18.0% | -$7.48万 | 减仓 |
| EXC | Exelon Corporation | $26.64万 | 0.56% | 5,714 | 481 | 9.2% | $2.24万 | 加仓 |
| SNA | SNAP ON TOOLS CORP | $26.49万 | 0.56% | 658 | -37 | -5.3% | -$1.49万 | 重新持有 |
| ADP | Automatic Data Processing, Inc. | $26.38万 | 0.56% | 1,178 | 1,178 | — | $26.38万 | 新建仓 |
| HRL | Hormel Foods Corporation | $26.07万 | 0.55% | 10,504 | -426 | -3.9% | -$1.06万 | 减仓 |
| CF | CF INDUSTRIES HOLDINGS, INC. COMMON STOCK | $24.08万 | 0.51% | 2,225 | 307 | 16.0% | $3.32万 | 加仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $21.98万 | 0.46% | 2,039 | 2,039 | — | $21.98万 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | $20.96万 | 0.44% | 3,455 | 3,455 | — | $20.96万 | 新建仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVG ETF TRUST | $0 | 0.00% | 0 | -1,465 | -100.0% | -$67.84万 | 清仓 |
| PAYX | Paychex, Inc. | $0 | 0.00% | 0 | -6,365 | -100.0% | -$58.63万 | 清仓 |
| IEF | iShares 7-10 Year Treasury Bond ETF USD Class | $0 | 0.00% | 0 | -5,756 | -100.0% | -$54.94万 | 清仓 |
| ALLE | ALLEGION plc | $0 | 0.00% | 0 | -3,520 | -100.0% | -$51.14万 | 清仓 |
| META | Meta Platforms, Inc. | $0 | 0.00% | 0 | -677 | -100.0% | -$38.73万 | 清仓 |
| ALL | Allstate Corporation (The) | $0 | 0.00% | 0 | -1,541 | -100.0% | -$31.95万 | 清仓 |
| VGT | VANGUARD SECTOR INDEX FDS VANGUARD INFORMATION TECHNOLOGY VIPERS | $0 | 0.00% | 0 | -3,648 | -100.0% | -$31.80万 | 清仓 |
| ATO | Atmos Energy Corporation | $0 | 0.00% | 0 | -1,581 | -100.0% | -$29.21万 | 清仓 |
| VNOM | Viper Energy, Inc. | $0 | 0.00% | 0 | -5,227 | -100.0% | -$24.56万 | 清仓 |
| VBR | VANGUARD SMALL-CAP VALUE VIPERS | $0 | 0.00% | 0 | -1,041 | -100.0% | -$22.61万 | 清仓 |