Bell & Brown Wealth Advisors, LLC
NEWPORT BEACH CA · SEC CIK 0001725362
$3.08亿2026Q1 申报市值
68持仓数
39.0%前十大占比 · 第一大 5.5%
1 / 3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
UNH 加仓+$324.95万
NFLX 加仓+$220.10万
TSLA 加仓+$172.16万
NKE 加仓+$103.05万
CE 加仓+$57.22万
2026Q1 卖出最多 按季末市值估算
ULTA 减仓-$285.87万
LULU 清仓-$117.45万
AVGO 减仓-$84.71万
CTVA 减仓-$68.61万
GOOGL 减仓-$55.61万
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 |
|---|---|---|---|---|---|---|---|---|
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -5,652 | -100.0% | -$117.45万 | 清仓 |
| DOW | DOW INC | $0 | 0.00% | 0 | -11,199 | -100.0% | -$26.18万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,455 | -100.0% | -$23.42万 | 清仓 |
| NUE | NUCOR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COP | CONOCOPHILLIPS | $20.45万 | 0.07% | 1,549 | 1,549 | — | $20.45万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $23.97万 | 0.08% | 415 | 5 | 1.2% | $2,888 | 加仓 |
| V | VISA INC | $29.31万 | 0.10% | 970 | 1 | 0.1% | $302 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $33.12万 | 0.11% | 485 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $33.67万 | 0.11% | 1,655 | 2 | 0.1% | $407 | 加仓 |
| IOSP | INNOSPEC INC | $36.26万 | 0.12% | 4,966 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $42.52万 | 0.14% | 1,089 | 100 | 10.1% | $3.90万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $45.27万 | 0.15% | 1,852 | 229 | 14.1% | $5.60万 | 加仓 |
| GEV | GE VERNOVA INC | $52.90万 | 0.17% | 606 | -156 | -20.5% | -$13.62万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $57.56万 | 0.19% | 75,050 | -7,600 | -9.2% | -$5.83万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $65.27万 | 0.21% | 1,362 | -30 | -2.2% | -$1.44万 | 减仓 |
| MS | MORGAN STANLEY | $75.46万 | 0.24% | 4,585 | 19 | 0.4% | $3,127 | 加仓 |
| NVDA | NVIDIA CORPORATION | $95.19万 | 0.31% | 5,458 | -805 | -12.9% | -$14.04万 | 减仓 |
| GE | GE AEROSPACE | $102.33万 | 0.33% | 3,606 | -32 | -0.9% | -$9,081 | 减仓 |
| GOOG | ALPHABET INC | $114.72万 | 0.37% | 3,999 | -20 | -0.5% | -$5,738 | 减仓 |
| CTVA | CORTEVA INC | $123.51万 | 0.40% | 14,754 | -8,196 | -35.7% | -$68.61万 | 减仓 |
| LOW | LOWES COS INC | $129.80万 | 0.42% | 5,494 | 20 | 0.4% | $4,725 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $182.66万 | 0.59% | 18,935 | 2,216 | 13.3% | $21.38万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $198.69万 | 0.64% | 43,381 | 2,826 | 7.0% | $12.94万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $230.01万 | 0.75% | 31,977 | 1,573 | 5.2% | $11.31万 | 加仓 |
| TGT | TARGET CORP | $232.76万 | 0.76% | 19,197 | -767 | -3.8% | -$9.30万 | 减仓 |
| TK | TEEKAY CORPORATION LTD | $241.72万 | 0.78% | 197,968 | 482 | 0.2% | $5,885 | 加仓 |
| Q | QNITY ELECTRONICS INC | $242.53万 | 0.79% | 21,020 | 763 | 3.8% | $8.80万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $253.76万 | 0.82% | 41,839 | 63 | 0.2% | $3,821 | 加仓 |
| CE | CELANESE CORP DEL | $261.71万 | 0.85% | 39,792 | 8,700 | 28.0% | $57.22万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $275.32万 | 0.89% | 19,061 | 526 | 2.8% | $7.60万 | 加仓 |
| NKE | NIKE INC | $292.86万 | 0.95% | 55,446 | 19,509 | 54.3% | $103.05万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $309.91万 | 1.01% | 16,988 | -92 | -0.5% | -$1.68万 | 减仓 |
| HD | HOME DEPOT INC | $328.03万 | 1.06% | 9,974 | 135 | 1.4% | $4.44万 | 加仓 |
| PEP | PEPSICO INC | $331.87万 | 1.08% | 21,371 | 449 | 2.1% | $6.97万 | 加仓 |
| KO | COCA COLA CO | $354.25万 | 1.15% | 46,582 | -10 | -0.0% | -$760 | 减仓 |
| MCD | MCDONALDS CORP | $355.04万 | 1.15% | 11,424 | 95 | 0.8% | $2.95万 | 加仓 |
| C | CITIGROUP INC | $359.05万 | 1.16% | 31,660 | 5 | 0.0% | $567 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $365.47万 | 1.19% | 80,803 | 2,736 | 3.5% | $12.37万 | 加仓 |
| WMB | WILLIAMS COS INC | $369.29万 | 1.20% | 50,741 | -440 | -0.9% | -$3.20万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $372.43万 | 1.21% | 13,764 | 12,009 | 684.3% | $324.95万 | 加仓 |
| NFLX | NETFLIX INC. | $394.75万 | 1.28% | 41,056 | 22,891 | 126.0% | $220.10万 | 加仓 |
| AMGN | AMGEN INC | $397.53万 | 1.29% | 11,268 | -34 | -0.3% | -$1.20万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $409.49万 | 1.33% | 7,834 | -5,469 | -41.1% | -$285.87万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $432.06万 | 1.40% | 14,284 | -316 | -2.2% | -$9.56万 | 减仓 |
| SBUX | STARBUCKS CORP | $452.34万 | 1.47% | 50,489 | 352 | 0.7% | $3.15万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $455.38万 | 1.48% | 36,297 | -1,078 | -2.9% | -$13.52万 | 减仓 |
| ORCL | ORACLE CORP | $463.05万 | 1.50% | 31,476 | 731 | 2.4% | $10.75万 | 加仓 |
| WFC | WELLS FARGO & CO | $494.93万 | 1.61% | 62,169 | -6,105 | -8.9% | -$48.60万 | 减仓 |
| RTX | RTX CORPORATION | $503.71万 | 1.63% | 26,113 | -192 | -0.7% | -$3.70万 | 减仓 |
| MRK | MERCK & CO INC | $523.41万 | 1.70% | 43,512 | 11 | 0.0% | $1,323 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $529.65万 | 1.72% | 29,049 | -713 | -2.4% | -$13.00万 | 减仓 |
| DIS | DISNEY WALT CO | $544.79万 | 1.77% | 56,421 | 1,386 | 2.5% | $13.38万 | 加仓 |
| QCOM | QUALCOMM INC | $582.24万 | 1.89% | 45,059 | -617 | -1.4% | -$7.97万 | 减仓 |
| MSFT | MICROSOFT CORP | $588.76万 | 1.91% | 15,905 | 722 | 4.8% | $26.73万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $602.47万 | 1.95% | 92,687 | -322 | -0.3% | -$2.09万 | 减仓 |
| GLD | SPDR GOLD TR | $632.35万 | 2.05% | 14,696 | -119 | -0.8% | -$5.12万 | 减仓 |
| CVX | CHEVRON CORPORATION | $637.47万 | 2.07% | 30,811 | 299 | 1.0% | $6.19万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $655.66万 | 2.13% | 6,580 | 120 | 1.9% | $11.96万 | 加仓 |
| TSLA | TESLA INC | $684.28万 | 2.22% | 18,407 | 4,631 | 33.6% | $172.16万 | 加仓 |
| WMT | WALMART INC | $709.98万 | 2.30% | 57,127 | -410 | -0.7% | -$5.10万 | 减仓 |
| BA | BOEING CO | $729.96万 | 2.37% | 36,676 | 413 | 1.1% | $8.22万 | 加仓 |
| FDX | FEDEX CORP | $753.28万 | 2.44% | 21,149 | -158 | -0.7% | -$5.63万 | 减仓 |
| AMZN | AMAZON COM INC | $799.05万 | 2.59% | 38,366 | 368 | 1.0% | $7.66万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $951.54万 | 3.09% | 32,348 | -450 | -1.4% | -$13.24万 | 减仓 |
| META | META PLATFORMS INC | $953.76万 | 3.09% | 16,198 | -239 | -1.5% | -$14.07万 | 减仓 |
| VLO | VALERO ENERGY CORP | $1,048.07万 | 3.40% | 42,419 | -695 | -1.6% | -$17.17万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,067.17万 | 3.46% | 12,614 | -616 | -4.7% | -$52.11万 | 减仓 |
| LLY | ELI LILLY & CO | $1,121.73万 | 3.64% | 12,196 | -455 | -3.6% | -$41.85万 | 减仓 |
| — | EXXON MOBIL CORP | $1,271.47万 | 4.12% | 74,942 | -75 | -0.1% | -$1.27万 | 减仓 |
| GOOGL | ALPHABET INC | $1,528.62万 | 4.96% | 53,158 | -1,934 | -3.5% | -$55.61万 | 减仓 |
| AAPL | APPLE INC | $1,587.32万 | 5.15% | 62,545 | 299 | 0.5% | $7.59万 | 加仓 |
| AVGO | BROADCOM INC | $1,684.31万 | 5.46% | 54,419 | -2,737 | -4.8% | -$84.71万 | 减仓 |