13F 机构持仓

Bouchey Financial Group, Ltd.

TROY NY · SEC CIK 0001599054

2026Q22026Q1 更早 9 个季度 🔒
$13.63亿2026Q1 申报市值
173持仓数
64.9%前十大占比 · 第一大 11.3%
15 / 3新建仓 / 清仓
申报市值走势$15.48亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

QQQM 11.3%
VOO 11.2%
QQQ 6.6%
DIMENSIONAL ET 6.0%
DGRW 5.8%
AGG 5.6%
SCHD 5.3%
AAPL 5.0%
SCHB 4.7%
JCPB 3.2%

2026Q1 买入最多 按季末市值估算

FTCB 新建仓+$3,976.71万
SMH 加仓+$1,333.97万
QQQM 加仓+$640.38万
HODL 加仓+$552.49万
AGG 加仓+$198.45万

2026Q1 卖出最多 按季末市值估算

SCHR 清仓-$3,553.80万
SCHA 减仓-$697.35万
SCHD 减仓-$555.06万
QQQ 减仓-$523.61万
DIMENSIONAL ETF 减仓-$491.96万

2026Q1 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
MUB ISHARES TR $45.61万0.03%4,263 00.0% — 不变
— DIMENSIONAL ETF TRUST $44.36万0.03%5,943 -65,911-91.7% -$491.96万 减仓
IWR ISHARES TR $42.97万0.03%4,249 -2-0.0% -$202 减仓
PANW PALO ALTO NETWORKS INC $42.72万0.03%2,558 2189.3% $3.64万 加仓
VUG VANGUARD INDEX FDS $42.55万0.03%926 -1,633-63.8% -$75.04万 减仓
MS MORGAN STANLEY $41.89万0.03%2,351 391.7% $6,948 加仓
PEP PEPSICO INC $41.30万0.03%2,622 24110.1% $3.80万 加仓
— FIRST TR EXCHNG TRADED FD VI $40.75万0.03%10,287 00.0% — 不变
MRK MERCK & CO INC $39.63万0.03%3,230 1,31168.3% $16.08万 加仓
FAST FASTENAL CO $37.95万0.03%7,730 3805.2% $1.87万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $37.61万0.03%1,029 -6-0.6% -$2,193 减仓
IWL ISHARES TR $37.45万0.03%2,229 00.0% — 不变
KEY KEYCORP $36.87万0.03%17,029 -316-1.8% -$6,841 减仓
TQQQ PROSHARES TR $36.35万0.03%7,424 00.0% — 不变
VV VANGUARD INDEX FDS $35.48万0.03%1,136 00.0% — 不变
GJUL FIRST TR EXCHNG TRADED FD VI $34.97万0.03%8,365 -248-2.9% -$1.04万 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $34.66万0.03%536 00.0% — 不变
— WISDOMTREE TR $34.50万0.03%2,840 00.0% — 不变
AMAT APPLIED MATLS INC $34.49万0.03%867 867— $34.49万 新建仓
VIG VANGUARD SPECIALIZED FUNDS $33.85万0.02%1,519 00.0% — 不变
ALL ALLSTATE CORP $33.40万0.02%1,557 1309.1% $2.79万 加仓
T AT&T INC $33.24万0.02%12,385 3903.3% $1.05万 加仓
CBU COMMUNITY FINANCIAL SYSTEM I $33.03万0.02%5,246 5,246— $33.03万 新建仓
GSEW GOLDMAN SACHS ETF TR $31.48万0.02%3,605 00.0% — 不变
ABT ABBOTT LABORATORIES $31.21万0.02%3,038 73131.7% $7.51万 加仓
MGK VANGUARD WORLD FD $31.05万0.02%804 70.9% $2,703 加仓
VWO VANGUARD INTL EQUITY INDEX F $30.86万0.02%5,468 00.0% — 不变
HDV ISHARES TR $30.81万0.02%2,275 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $30.78万0.02%1,003 90.9% $2,762 加仓
KO COCA COLA CO $30.28万0.02%3,873 85228.2% $6.66万 加仓
PLTR PALANTIR TECHNOLOGIES INC $30.27万0.02%2,320 52329.1% $6.82万 加仓
VCR VANGUARD WORLD FD $29.36万0.02%786 00.0% — 不变
GLDM WORLD GOLD TR $29.35万0.02%3,110 -36-1.1% -$3,398 减仓
AXP AMERICAN EXPRESS CO $28.74万0.02%902 -195-17.8% -$6.21万 减仓
ULST SSGA ACTIVE ETF TR $28.20万0.02%6,979 -2,972-29.9% -$12.01万 重新持有
AEP AMERICAN ELEC PWR CO INC $28.12万0.02%2,050 -28-1.3% -$3,840 减仓
URI UNITED RENTALS INC $27.86万0.02%363 -1-0.3% -$767 减仓
— FIRST TR EXCHNG TRADED FD VI $27.75万0.02%6,361 -17-0.3% -$742 减仓
REGN REGENERON PHARMACEUTICALS $27.57万0.02%359 298.8% $2.23万 加仓
MCHP MICROCHIP TECHNOLOGY INC. $27.50万0.02%3,861 902.4% $6,410 加仓
SCHK SCHWAB STRATEGIC TR $27.44万0.02%8,378 00.0% — 不变
SCHG SCHWAB STRATEGIC TR $27.14万0.02%8,912 94011.8% $2.86万 加仓
VFH VANGUARD WORLD FD $26.99万0.02%2,144 -577-21.2% -$7.26万 减仓
SPGI S&P GLOBAL INC $26.73万0.02%630 -13-2.0% -$5,516 减仓
ONEQ FIDELITY COMWLTH TR $26.32万0.02%2,931 00.0% — 不变
LRGF ISHARES TR $25.75万0.02%3,745 00.0% — 不变
XT ISHARES TR $25.55万0.02%3,588 00.0% — 不变
LGLV SPDR SERIES TRUST $25.53万0.02%1,400 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $25.48万0.02%369 369— $25.48万 新建仓
DHR DANAHER CORP DEL $25.24万0.02%1,306 20.2% $387 加仓
TJX TJX COS INC NEW $24.54万0.02%1,487 725.1% $1.19万 加仓
IMCV ISHARES TR $24.53万0.02%2,808 00.0% — 不变
NFLX NETFLIX INC. $24.36万0.02%2,387 2,387— $24.36万 新建仓
BIBL NORTHERN LTS FD TR IV $23.44万0.02%4,660 00.0% — 不变
INTC INTEL CORP $23.32万0.02%3,778 3,778— $23.32万 新建仓
SXI STANDEX INTL CORP $22.90万0.02%840 840— $22.90万 新建仓
SHW SHERWIN WILLIAMS CO $22.90万0.02%682 477.4% $1.58万 加仓
VLO VALERO ENERGY CORP $22.83万0.02%971 971— $22.83万 新建仓
GS GOLDMAN SACHS GROUP INC $22.54万0.02%249 187.8% $1.63万 加仓
ANET ARISTA NETWORKS INC $22.29万0.02%1,526 -44-2.8% -$6,426 减仓
ESGV VANGUARD WORLD FD $22.02万0.02%1,867 00.0% — 不变
NOBL PROSHARES TR $21.95万0.02%2,030 804.1% $8,649 加仓
SPDW SPDR INDEX SHS FDS $21.83万0.02%4,540 4,540— $21.83万 新建仓
BBAG J P MORGAN EXCHANGE TRADED F $21.78万0.02%4,720 00.0% — 不变
COP CONOCOPHILLIPS $21.64万0.02%1,752 1,752— $21.64万 新建仓
MA MASTERCARD INCORPORATED $21.60万0.02%428 122.9% $6,055 加仓
TPL TEXAS PACIFIC LAND CORPORATI $21.43万0.02%567 567— $21.43万 新建仓
DFUS DIMENSIONAL ETF TRUST $21.42万0.02%2,890 00.0% — 不变
KLAC KLA CORP $21.42万0.02%124 124— $21.42万 新建仓
— VANGUARD NY TAX FREE FDS $20.34万0.01%1,972 00.0% — 不变
IHF ISHARES TR $20.16万0.01%4,497 00.0% — 不变
BBDC BARINGS BDC INC $8.57万0.01%10,276 00.0% — 不变
PLUG PLUG PWR INC $3.44万0.00%12,551 2,10820.2% $5,776 加仓
SCHR SCHWAB STRATEGIC TR $00.00%0 -1,416,984-100.0% -$3,553.80万 清仓
PAYX PAYCHEX INC $00.00%0 -3,713-100.0% -$41.65万 清仓
VB VANGUARD INDEX FDS $00.00%0 -1,562-100.0% -$40.28万 清仓
ORCL ORACLE CORP $00.00%0 —— — 申报中断
CRWD CROWDSTRIKE HLDGS INC $00.00%0 —— — 申报中断
TMO THERMO FISHER SCIENTIFIC INC $00.00%0 —— — 申报中断