Bell & Brown Wealth Advisors, LLC
NEWPORT BEACH CA · SEC CIK 0001725362
$3.30亿2026Q2 申报市值
73持仓数
40.0%前十大占比 · 第一大 5.8%
5 / 1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
FDXF 新建仓+$157.33万
TSLA 加仓+$106.58万
LOW 加仓+$100.32万
SPCX 新建仓+$53.62万
UNH 加仓+$34.91万
2026Q2 卖出最多 按季末市值估算
DD 减仓-$383.18万
AVGO 减仓-$153.55万
GOOGL 减仓-$46.17万
VLO 减仓-$44.43万
CRWD 减仓-$33.58万
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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $1,902.12万 | 5.76% | 50,354 | -4,065 | -7.5% | -$153.55万 | 减仓 |
| GOOGL | ALPHABET INC | $1,853.54万 | 5.61% | 51,866 | -1,292 | -2.4% | -$46.17万 | 减仓 |
| AAPL | APPLE INC | $1,797.75万 | 5.45% | 62,128 | -417 | -0.7% | -$12.07万 | 减仓 |
| LLY | ELI LILLY & CO | $1,440.69万 | 4.36% | 12,011 | -185 | -1.5% | -$22.19万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,258.38万 | 3.81% | 12,442 | -172 | -1.4% | -$17.40万 | 减仓 |
| VLO | VALERO ENERGY CORP | $1,060.32万 | 3.21% | 40,713 | -1,706 | -4.0% | -$44.43万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,051.38万 | 3.18% | 32,120 | -228 | -0.7% | -$7.46万 | 减仓 |
| — | EXXON MOBIL CORP | $1,012.63万 | 3.07% | 74,066 | -876 | -1.2% | -$11.98万 | 减仓 |
| META | META PLATFORMS INC | $914.94万 | 2.77% | 16,243 | 45 | 0.3% | $2.53万 | 加仓 |
| AMZN | AMAZON COM INC | $913.18万 | 2.77% | 38,314 | -52 | -0.1% | -$1.24万 | 减仓 |
| TSLA | TESLA INC | $880.78万 | 2.67% | 20,941 | 2,534 | 13.8% | $106.58万 | 加仓 |
| QCOM | QUALCOMM INC | $826.00万 | 2.50% | 44,700 | -359 | -0.8% | -$6.63万 | 减仓 |
| BA | BOEING CO | $798.24万 | 2.42% | 36,875 | 199 | 0.5% | $4.31万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $673.52万 | 2.04% | 28,894 | -155 | -0.5% | -$3.61万 | 减仓 |
| FDX | FEDEX CORP | $660.03万 | 2.00% | 21,079 | -70 | -0.3% | -$2.19万 | 减仓 |
| WMT | WALMART INC | $645.06万 | 1.95% | 56,954 | -173 | -0.3% | -$1.96万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $621.15万 | 1.88% | 6,640 | 60 | 0.9% | $5.61万 | 加仓 |
| MSFT | MICROSOFT CORP | $616.77万 | 1.87% | 16,535 | 630 | 4.0% | $23.50万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $606.98万 | 1.84% | 14,604 | 840 | 6.1% | $34.91万 | 加仓 |
| MRK | MERCK & CO INC | $566.17万 | 1.72% | 44,060 | 548 | 1.3% | $7.04万 | 加仓 |
| DIS | DISNEY WALT CO | $554.41万 | 1.68% | 57,601 | 1,180 | 2.1% | $11.36万 | 加仓 |
| GLD | SPDR GOLD TR | $536.69万 | 1.63% | 14,569 | -127 | -0.9% | -$4.68万 | 减仓 |
| SBUX | STARBUCKS CORP | $520.94万 | 1.58% | 50,977 | 488 | 1.0% | $4.99万 | 加仓 |
| WFC | WELLS FARGO & CO | $520.61万 | 1.58% | 62,997 | 828 | 1.3% | $6.84万 | 加仓 |
| CVX | CHEVRON CORPORATION | $509.00万 | 1.54% | 30,707 | -104 | -0.3% | -$1.72万 | 减仓 |
| RTX | RTX CORPORATION | $498.40万 | 1.51% | 26,269 | 156 | 0.6% | $2.96万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $478.75万 | 1.45% | 14,154 | -130 | -0.9% | -$4.40万 | 减仓 |
| ORCL | ORACLE CORP | $468.66万 | 1.42% | 31,980 | 504 | 1.6% | $7.39万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $454.62万 | 1.38% | 93,601 | 914 | 1.0% | $4.44万 | 加仓 |
| C | CITIGROUP INC | $446.04万 | 1.35% | 31,869 | 209 | 0.7% | $2.93万 | 加仓 |
| AMGN | AMGEN INC | $407.93万 | 1.24% | 11,265 | -3 | -0.0% | -$1,086 | 减仓 |
| KO | COCA COLA CO | $378.28万 | 1.15% | 46,546 | -36 | -0.1% | -$2,926 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $373.89万 | 1.13% | 86,588 | 5,785 | 7.2% | $24.98万 | 加仓 |
| HD | HOME DEPOT INC | $371.18万 | 1.12% | 10,524 | 550 | 5.5% | $19.40万 | 加仓 |
| WMB | WILLIAMS COS INC | $368.64万 | 1.12% | 49,588 | -1,153 | -2.3% | -$8.57万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $341.21万 | 1.03% | 7,566 | -268 | -3.4% | -$12.09万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $339.21万 | 1.03% | 16,908 | -80 | -0.5% | -$1.60万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $337.69万 | 1.02% | 35,183 | -1,114 | -3.1% | -$10.69万 | 减仓 |
| NFLX | NETFLIX INC. | $325.56万 | 0.99% | 45,597 | 4,541 | 11.1% | $32.42万 | 加仓 |
| MCD | MCDONALDS CORP | $319.63万 | 0.97% | 11,825 | 401 | 3.5% | $10.84万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $316.77万 | 0.96% | 19,397 | -1,623 | -7.7% | -$26.51万 | 减仓 |
| PEP | PEPSICO INC | $303.22万 | 0.92% | 22,394 | 1,023 | 4.8% | $13.85万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $293.43万 | 0.89% | 20,010 | 949 | 5.0% | $13.92万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $262.58万 | 0.80% | 36,388 | 4,411 | 13.8% | $31.83万 | 加仓 |
| TGT | TARGET CORP | $258.67万 | 0.78% | 19,805 | 608 | 3.2% | $7.94万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $245.45万 | 0.74% | 42,598 | 759 | 1.8% | $4.37万 | 加仓 |
| NKE | NIKE INC | $223.59万 | 0.68% | 54,469 | -977 | -1.8% | -$4.01万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $222.35万 | 0.67% | 20,256 | 1,321 | 7.0% | $14.50万 | 加仓 |
| LOW | LOWES COS INC | $221.45万 | 0.67% | 10,044 | 4,550 | 82.8% | $100.32万 | 加仓 |
| CE | CELANESE CORP DEL | $205.79万 | 0.62% | 44,737 | 4,945 | 12.4% | $22.75万 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $205.24万 | 0.62% | 15,131 | -28,250 | -65.1% | -$383.18万 | 减仓 |
| TK | TEEKAY CORPORATION LTD | $196.47万 | 0.60% | 196,468 | -1,500 | -0.8% | -$1.50万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $157.33万 | 0.48% | 10,419 | 10,419 | — | $157.33万 | 新建仓 |
| GOOG | ALPHABET INC | $141.34万 | 0.43% | 4,000 | 1 | 0.0% | $353 | 加仓 |
| GE | GE AEROSPACE | $133.31万 | 0.40% | 3,567 | -39 | -1.1% | -$1.46万 | 减仓 |
| CTVA | CORTEVA INC | $123.08万 | 0.37% | 14,533 | -221 | -1.5% | -$1.87万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $109.24万 | 0.33% | 5,459 | 1 | 0.0% | $200 | 加仓 |
| MS | MORGAN STANLEY | $96.21万 | 0.29% | 4,603 | 18 | 0.4% | $3,762 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $84.29万 | 0.26% | 1,451 | -204 | -12.3% | -$11.85万 | 减仓 |
| GEV | GE VERNOVA INC | $71.55万 | 0.22% | 609 | 3 | 0.5% | $3,525 | 加仓 |
| IBRX | IMMUNITYBIO INC | $65.71万 | 0.20% | 75,050 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $65.65万 | 0.20% | 1,312 | -50 | -3.7% | -$2.50万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $53.62万 | 0.16% | 3,138 | 3,138 | — | $53.62万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $49.53万 | 0.15% | 649 | -440 | -40.4% | -$33.58万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $46.31万 | 0.14% | 1,823 | -29 | -1.6% | -$7,367 | 减仓 |
| V | VISA INC | $33.27万 | 0.10% | 970 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $30.58万 | 0.09% | 415 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $28.76万 | 0.09% | 965 | 965 | — | $28.76万 | 新建仓 |
| NUE | NUCOR CORP | $25.99万 | 0.08% | 1,167 | -102 | -8.0% | -$2.27万 | 重新持有 |
| NOC | NORTHROP GRUMMAN CORP | $24.74万 | 0.07% | 486 | 1 | 0.2% | $509 | 加仓 |
| NET | CLOUDFLARE INC | $23.18万 | 0.07% | 945 | 945 | — | $23.18万 | 新建仓 |
| IVV | ISHARES TR | $21.57万 | 0.07% | 288 | 288 | — | $21.57万 | 新建仓 |
| IOSP | INNOSPEC INC | $21.23万 | 0.06% | 2,609 | -2,357 | -47.5% | -$19.18万 | 减仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,549 | -100.0% | -$20.45万 | 清仓 |