BUTENSKY & COHEN FINANCIAL SECURITY, INC
PONTE VEDRA BEACH FL · SEC CIK 0001632802
$3.80亿2026Q1 申报市值
98持仓数
18.1%前十大占比 · 第一大 1.9%
1 / 0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
Q 新建仓+$392.60万
META 加仓+$203.11万
WMT 加仓+$140.40万
CVS 加仓+$45.34万
UPS 加仓+$40.41万
2026Q1 卖出最多 按季末市值估算
MU 减仓-$400.31万
CMI 减仓-$118.42万
KLAC 减仓-$110.15万
GOOGL 减仓-$107.09万
TGT 减仓-$100.29万
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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $20.05万 | 0.05% | 1,408 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $25.16万 | 0.07% | 525 | 15 | 2.9% | $7,188 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US | $27.31万 | 0.07% | 3,637 | -152 | -4.0% | -$1.14万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $30.86万 | 0.08% | 1,435 | -18 | -1.2% | -$3,871 | 减仓 |
| SFBS | SERVISFIRST BANCSHARES INC COM | $34.16万 | 0.09% | 4,691 | -319 | -6.4% | -$2.32万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $36.95万 | 0.10% | 618 | -21 | -3.3% | -$1.26万 | 减仓 |
| QQQ | POWERSHARES QQQ TR | $47.23万 | 0.12% | 818 | -25 | -3.0% | -$1.44万 | 减仓 |
| PGX | INVESCO PREFERRED ETF | $50.13万 | 0.13% | 46,076 | -3,353 | -6.8% | -$3.65万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $64.58万 | 0.17% | 993 | -59 | -5.6% | -$3.84万 | 减仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $77.65万 | 0.20% | 16,071 | 167 | 1.1% | $8,069 | 加仓 |
| TGT | TARGET CORP COM | $84.14万 | 0.22% | 6,942 | -8,275 | -54.4% | -$100.29万 | 减仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $116.26万 | 0.31% | 19,633 | 39 | 0.2% | $2,309 | 加仓 |
| KO | COCA COLA CO COM | $130.15万 | 0.34% | 17,113 | -373 | -2.1% | -$2.84万 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $138.85万 | 0.37% | 9,514 | 66 | 0.7% | $9,632 | 加仓 |
| BSCQ | 2026 INVESCO BULLETSHARES CORPORATE BOND ETF | $139.90万 | 0.37% | 71,635 | 4,954 | 7.4% | $9.68万 | 加仓 |
| BSCZ | 2035 INVESCO BULLETSHARES CORPORATE BOND ETF | $140.01万 | 0.37% | 68,233 | 5,934 | 9.5% | $12.18万 | 加仓 |
| BSCY | 2034 INVESCO BULLETSHARES CORPORATE BOND ETF | $140.79万 | 0.37% | 68,020 | 5,931 | 9.6% | $12.28万 | 加仓 |
| BSCX | 2033 INVESCO BULLETSHARES CORPORATE BOND ETF | $144.50万 | 0.38% | 68,322 | 5,879 | 9.4% | $12.43万 | 加仓 |
| BSCR | 2027 INVESCO BULLETSHARES CORPORATE BOND ETF | $149.35万 | 0.39% | 76,101 | 4,615 | 6.5% | $9.06万 | 加仓 |
| BSCW | 2032 INVESCO BULLETSHARES CORPORATE BOND ETF | $150.11万 | 0.40% | 72,910 | 5,949 | 8.9% | $12.25万 | 加仓 |
| BSCS | 2028 INVESCO BULLETSHARES CORPORATE BOND ETF | $151.75万 | 0.40% | 74,305 | 4,808 | 6.9% | $9.82万 | 加仓 |
| BSCV | 2031 INVESCO BULLETSHARES CORPORATE BOND ETF | $153.71万 | 0.40% | 93,385 | 6,507 | 7.5% | $10.71万 | 加仓 |
| BSCT | 2029 INVESCO BULLETSHARES CORPORATE BOND ETF | $154.67万 | 0.41% | 82,885 | 5,690 | 7.4% | $10.62万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $158.08万 | 0.42% | 17,931 | 3,991 | 28.6% | $35.18万 | 加仓 |
| BSCU | 2030 INVESCO BULLETSHARES CORPORATE BOND ETF | $158.75万 | 0.42% | 94,951 | 5,905 | 6.6% | $9.87万 | 加仓 |
| ADBE | ADOBE INC COM | $191.18万 | 0.50% | 7,865 | -740 | -8.6% | -$17.99万 | 减仓 |
| XLB | MATERIALS SELECT SECTOR SPDR | $233.02万 | 0.61% | 46,632 | -183 | -0.4% | -$9,145 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $240.13万 | 0.63% | 31,376 | 251 | 0.8% | $1.92万 | 加仓 |
| XLE | ENERGY SELECT SECTOR SPDR | $245.25万 | 0.65% | 40,034 | -1,383 | -3.3% | -$8.47万 | 减仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $252.46万 | 0.66% | 22,773 | 249 | 1.1% | $2.76万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $270.94万 | 0.71% | 94,370 | 10,083 | 12.0% | $28.95万 | 加仓 |
| XLU | UTILITIES SELECT SECTOR SPDR | $274.98万 | 0.72% | 59,921 | 803 | 1.4% | $3.68万 | 加仓 |
| XLV | HEALTH CARE SELECT SECTOR SPDR | $301.20万 | 0.79% | 20,544 | 172 | 0.8% | $2.52万 | 加仓 |
| XLY | CONSUMER DISCRETIONARY SEL SECTOR SPDR FD | $302.82万 | 0.80% | 27,787 | 621 | 2.3% | $6.77万 | 加仓 |
| XLF | FINANCIAL SELECT SECTOR SPDR | $303.85万 | 0.80% | 61,546 | 1,757 | 2.9% | $8.67万 | 加仓 |
| XLP | CONSUMER STAPLES SELECT SECTOR SPDR | $310.29万 | 0.82% | 37,849 | 788 | 2.1% | $6.46万 | 加仓 |
| — | DUPONT DE NEMOURS INC COM | $319.33万 | 0.84% | 69,722 | 5,145 | 8.0% | $23.56万 | 加仓 |
| WMT | WALMART INC COM | $323.66万 | 0.85% | 26,043 | 11,297 | 76.6% | $140.40万 | 加仓 |
| EFX | EQUIFAX INC COM | $324.27万 | 0.85% | 18,008 | 938 | 5.5% | $16.89万 | 加仓 |
| META | META PLATFORMS INC CL A | $326.69万 | 0.86% | 5,710 | 3,550 | 164.4% | $203.11万 | 加仓 |
| XLI | INDUSTRIAL SELECT SECTOR SPDR | $335.48万 | 0.88% | 20,743 | -400 | -1.9% | -$6.47万 | 减仓 |
| LEN | LENNAR CORP CL A | $340.65万 | 0.90% | 39,227 | 3,140 | 8.7% | $27.27万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $353.17万 | 0.93% | 82,017 | -499 | -0.6% | -$2.15万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $354.54万 | 0.93% | 34,532 | 1,270 | 3.8% | $13.04万 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $368.53万 | 0.97% | 80,731 | -1,128 | -1.4% | -$5.15万 | 减仓 |
| EMN | EASTMAN CHEMICAL CO | $371.38万 | 0.98% | 48,661 | 5,198 | 12.0% | $39.67万 | 加仓 |
| UPS | UNITED PARCEL SERVICE INC | $371.39万 | 0.98% | 37,750 | 4,108 | 12.2% | $40.41万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $377.25万 | 0.99% | 8,693 | 875 | 11.2% | $37.97万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $382.07万 | 1.01% | 26,746 | 1,917 | 7.7% | $27.38万 | 加仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $392.60万 | 1.03% | 34,027 | 34,027 | — | $392.60万 | 新建仓 |
| KVUE | KENVUE INC COM | $396.45万 | 1.04% | 229,961 | 6,733 | 3.0% | $11.61万 | 加仓 |
| QCOM | QUALCOMM INC | $421.06万 | 1.11% | 32,696 | 941 | 3.0% | $12.12万 | 加仓 |
| GPC | GENUINE PARTS CO COM | $425.74万 | 1.12% | 40,259 | 599 | 1.5% | $6.33万 | 加仓 |
| CVS | CVS HEALTH CORP COM | $427.64万 | 1.13% | 59,543 | 6,313 | 11.9% | $45.34万 | 加仓 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR | $431.39万 | 1.14% | 32,460 | 353 | 1.1% | $4.69万 | 加仓 |
| MOS | MOSAIC CO | $443.87万 | 1.17% | 174,065 | 7,311 | 4.4% | $18.64万 | 加仓 |
| UL | UNILEVER PLC SPON ADR NEW | $478.56万 | 1.26% | 84,002 | 1,839 | 2.2% | $10.48万 | 加仓 |
| PEP | PEPSICO INC COM | $480.73万 | 1.27% | 30,957 | 809 | 2.7% | $12.56万 | 加仓 |
| MET | METLIFE INC COM | $486.26万 | 1.28% | 68,759 | 847 | 1.2% | $5.99万 | 加仓 |
| O | REALTY INCOME CORP | $497.09万 | 1.31% | 81,251 | 1,581 | 2.0% | $9.67万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $502.30万 | 1.32% | 69,101 | 259 | 0.4% | $1.88万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $505.29万 | 1.33% | 58,314 | 1,316 | 2.3% | $11.40万 | 加仓 |
| MSFT | MICROSOFT | $505.37万 | 1.33% | 13,652 | 364 | 2.7% | $13.47万 | 加仓 |
| NUE | NUCOR CORP COM | $512.09万 | 1.35% | 30,283 | 137 | 0.5% | $2.32万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $515.21万 | 1.36% | 15,250 | -11,849 | -43.7% | -$400.31万 | 减仓 |
| LOW | LOWES COS INC COM | $518.42万 | 1.36% | 21,941 | 267 | 1.2% | $6.31万 | 加仓 |
| WRB | BERKLEY W R CORP COM | $525.54万 | 1.38% | 79,291 | 1,319 | 1.7% | $8.74万 | 加仓 |
| V | VISA INC | $537.84万 | 1.42% | 17,795 | 556 | 3.2% | $16.80万 | 加仓 |
| HSY | HERSHEY CO COM | $542.07万 | 1.43% | 26,075 | 1,657 | 6.8% | $34.45万 | 加仓 |
| CSX | CSX CORP | $546.30万 | 1.44% | 133,082 | 2,072 | 1.6% | $8.51万 | 加仓 |
| MSM | MSC INDL DIRECT INC CL A | $553.77万 | 1.46% | 60,016 | 888 | 1.5% | $8.19万 | 加仓 |
| B | BARRICK GOLD CORP F | $557.57万 | 1.47% | 136,858 | -22,944 | -14.4% | -$93.48万 | 减仓 |
| MCD | MCDONALDS CORP COM | $588.82万 | 1.55% | 18,946 | 393 | 2.1% | $12.21万 | 加仓 |
| AMZN | AMAZON COM INC COM | $588.93万 | 1.55% | 28,277 | 228 | 0.8% | $4.75万 | 加仓 |
| ALL | ALLSTATE CORP | $597.82万 | 1.57% | 28,833 | 176 | 0.6% | $3.65万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $602.79万 | 1.59% | 120,078 | 3,029 | 2.6% | $15.21万 | 加仓 |
| CMI | CUMMINS INC COM | $606.89万 | 1.60% | 11,280 | -2,201 | -16.3% | -$118.42万 | 减仓 |
| AMGN | AMGEN INC COM | $608.60万 | 1.60% | 17,297 | -187 | -1.1% | -$6.58万 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $612.65万 | 1.61% | 46,785 | -4,138 | -8.1% | -$54.19万 | 减仓 |
| MCK | MCKESSON CORP COM | $612.74万 | 1.61% | 7,081 | -691 | -8.9% | -$59.79万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP COM | $619.72万 | 1.63% | 61,511 | 890 | 1.5% | $8.97万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $623.85万 | 1.64% | 21,208 | 117 | 0.6% | $3.44万 | 加仓 |
| GOOGL | ALPHABET INC CL A | $625.82万 | 1.65% | 21,763 | -3,724 | -14.6% | -$107.09万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $634.37万 | 1.67% | 10,496 | -352 | -3.2% | -$21.27万 | 减仓 |
| MRK | MERCK & CO INC COM | $642.97万 | 1.69% | 53,452 | -1,927 | -3.5% | -$23.18万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $645.45万 | 1.70% | 37,010 | 496 | 1.4% | $8.65万 | 加仓 |
| AAPL | APPLE INC | $650.45万 | 1.71% | 25,630 | -271 | -1.0% | -$6.88万 | 减仓 |
| RTX | RTX CORPORATION COM | $653.16万 | 1.72% | 33,860 | -4,650 | -12.1% | -$89.70万 | 减仓 |
| KLAC | KLA CORP COM NEW | $663.24万 | 1.75% | 4,504 | -748 | -14.2% | -$110.15万 | 减仓 |
| EOG | EOG RES INC COM | $663.89万 | 1.75% | 45,922 | 1,691 | 3.8% | $24.45万 | 加仓 |
| CSCO | CISCO SYS INC | $667.97万 | 1.76% | 86,090 | -2,041 | -2.3% | -$15.84万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $670.25万 | 1.76% | 27,420 | -1,711 | -5.9% | -$41.82万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $673.76万 | 1.77% | 56,795 | -4,737 | -7.7% | -$56.20万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $685.33万 | 1.80% | 117,210 | -965 | -0.8% | -$5.64万 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $689.60万 | 1.82% | 205,666 | -6,958 | -3.3% | -$23.33万 | 减仓 |
| BP | BP PLC SPONSORED ADR | $707.35万 | 1.86% | 150,500 | 4,551 | 3.1% | $21.39万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $709.89万 | 1.87% | 34,311 | -1,497 | -4.2% | -$30.97万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $738.67万 | 1.94% | 79,530 | -1,142 | -1.4% | -$10.61万 | 减仓 |