Apollon Wealth Management, LLC
MOUNT PLEASANT SC · SEC CIK 0001764387
$61.53亿2026Q1 申报市值
1,403持仓数
23.6%前十大占比 · 第一大 3.9%
145 / 49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
VCIT 加仓+$4,615.71万
VGIT 加仓+$4,506.16万
LLY 加仓+$2,098.45万
OBDC 加仓+$1,972.73万
JPIE 加仓+$1,880.97万
2026Q1 卖出最多 按季末市值估算
IBDV 减仓-$2,436.46万
IBTG 减仓-$2,430.78万
IBDT 清仓-$1,605.75万
FLOT 减仓-$920.73万
IBHH 清仓-$835.55万
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 |
|---|---|---|---|---|---|---|---|---|
| TLH | ISHARES TR | $345.46万 | 0.06% | 34,299 | 3,344 | 10.8% | $33.68万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $345.56万 | 0.06% | 57,176 | -7,839 | -12.1% | -$47.38万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $347.40万 | 0.06% | 76,996 | -9,026 | -10.5% | -$40.73万 | 减仓 |
| COP | CONOCOPHILLIPS | $347.49万 | 0.06% | 26,325 | 1,149 | 4.6% | $15.17万 | 加仓 |
| GDX | VANECK ETF TRUST | $347.55万 | 0.06% | 37,872 | -994 | -2.6% | -$9.12万 | 减仓 |
| TLT | ISHARES TR | $348.10万 | 0.06% | 40,154 | 21,761 | 118.3% | $188.65万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $349.07万 | 0.06% | 23,810 | 1,385 | 6.2% | $20.31万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $352.37万 | 0.06% | 73,441 | 13,551 | 22.6% | $65.02万 | 加仓 |
| GOVT | ISHARES TR | $357.53万 | 0.06% | 156,058 | 116,073 | 290.3% | $265.92万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $358.50万 | 0.06% | 17,644 | -1,414 | -7.4% | -$28.73万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $360.53万 | 0.06% | 116,449 | -1,707 | -1.4% | -$5.28万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $367.78万 | 0.06% | 51,866 | -696 | -1.3% | -$4.94万 | 减仓 |
| IYW | ISHARES TR | $368.10万 | 0.06% | 20,290 | -1,225 | -5.7% | -$22.22万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $374.87万 | 0.06% | 13,424 | 1,071 | 8.7% | $29.91万 | 加仓 |
| SBUX | STARBUCKS CORP | $380.26万 | 0.06% | 42,445 | 1,640 | 4.0% | $14.69万 | 加仓 |
| CTAS | CINTAS CORP | $380.29万 | 0.06% | 22,484 | -2,010 | -8.2% | -$34.00万 | 减仓 |
| EMR | EMERSON ELEC CO | $384.13万 | 0.06% | 29,319 | -882 | -2.9% | -$11.56万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $385.16万 | 0.06% | 29,383 | 1,694 | 6.1% | $22.21万 | 加仓 |
| IGSB | ISHARES TR | $393.29万 | 0.06% | 74,827 | 41,084 | 121.8% | $215.94万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $395.04万 | 0.06% | 66,707 | 7,410 | 12.5% | $43.88万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $395.11万 | 0.06% | 42,042 | 792 | 1.9% | $7.44万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $398.83万 | 0.06% | 101,149 | -5,361 | -5.0% | -$21.14万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $399.47万 | 0.06% | 115,621 | 2,021 | 1.8% | $6.98万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $401.02万 | 0.07% | 86,932 | 49,976 | 135.2% | $230.54万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $403.07万 | 0.07% | 957 | 56 | 6.2% | $23.59万 | 加仓 |
| MGNR | AMERICAN BEACON SELECT FUNDS | $410.24万 | 0.07% | 79,534 | -6,162 | -7.2% | -$31.78万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $412.55万 | 0.07% | 161,468 | 124,477 | 336.5% | $318.04万 | 加仓 |
| CME | CME GROUP INC | $413.36万 | 0.07% | 13,996 | 605 | 4.5% | $17.87万 | 加仓 |
| VO | VANGUARD INDEX FDS | $414.48万 | 0.07% | 14,433 | 305 | 2.2% | $8.76万 | 加仓 |
| AFL | AFLAC INC | $422.39万 | 0.07% | 38,501 | 804 | 2.1% | $8.82万 | 加仓 |
| ITOT | ISHARES TR | $424.33万 | 0.07% | 29,792 | -490 | -1.6% | -$6.98万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $424.37万 | 0.07% | 128,792 | 7,939 | 6.6% | $26.16万 | 加仓 |
| MBSF | VALUED ADVISERS TR | $427.26万 | 0.07% | 167,488 | 78,918 | 89.1% | $201.32万 | 加仓 |
| MDT | MEDTRONIC PLC | $434.28万 | 0.07% | 50,119 | 2,586 | 5.4% | $22.41万 | 加仓 |
| MBB | ISHARES TR | $436.70万 | 0.07% | 45,992 | 2,639 | 6.1% | $25.06万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $441.61万 | 0.07% | 10,597 | 168 | 1.6% | $7.00万 | 加仓 |
| PFE | PFIZER INC | $446.12万 | 0.07% | 158,875 | 6,652 | 4.4% | $18.68万 | 加仓 |
| TMUS | T-MOBILE US INC | $446.75万 | 0.07% | 21,271 | -22,328 | -51.2% | -$468.95万 | 减仓 |
| OKE | ONEOK INC NEW | $450.67万 | 0.07% | 49,858 | 3,120 | 6.7% | $28.20万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $453.71万 | 0.07% | 74,064 | -2,547 | -3.3% | -$15.60万 | 减仓 |
| CSHI | NEOS ETF TRUST | $455.20万 | 0.07% | 91,442 | 58,947 | 181.4% | $293.44万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $464.43万 | 0.08% | 122,735 | 13,755 | 12.6% | $52.05万 | 加仓 |
| PWR | QUANTA SVCS INC | $465.44万 | 0.08% | 8,478 | 2,879 | 51.4% | $158.06万 | 加仓 |
| USMV | ISHARES TR | $466.72万 | 0.08% | 50,326 | 387 | 0.8% | $3.59万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $468.87万 | 0.08% | 35,280 | -1,117 | -3.1% | -$14.84万 | 减仓 |
| GRMN | GARMIN LTD | $473.04万 | 0.08% | 20,389 | 1,035 | 5.3% | $24.01万 | 加仓 |
| TRGP | TARGA RES CORP | $480.01万 | 0.08% | 19,144 | -967 | -4.8% | -$24.25万 | 减仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $481.19万 | 0.08% | 281,070 | -118,903 | -29.7% | -$203.56万 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $485.50万 | 0.08% | 162,865 | 44,685 | 37.8% | $133.21万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $486.60万 | 0.08% | 7,890 | -411 | -5.0% | -$25.35万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $491.98万 | 0.08% | 91,023 | 28,504 | 45.6% | $154.06万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $494.07万 | 0.08% | 199,625 | 15,609 | 8.5% | $38.63万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $497.09万 | 0.08% | 35,667 | -980 | -2.7% | -$13.66万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $501.90万 | 0.08% | 16,593 | -591 | -3.4% | -$17.88万 | 减仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $505.47万 | 0.08% | 38,820 | -332 | -0.8% | -$4.32万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $508.24万 | 0.08% | 25,631 | -638 | -2.4% | -$12.65万 | 减仓 |
| BA | BOEING CO | $511.78万 | 0.08% | 25,714 | 838 | 3.4% | $16.68万 | 加仓 |
| ET | ENERGY TRANSFER L P | $517.02万 | 0.08% | 267,887 | 4,578 | 1.7% | $8.84万 | 加仓 |
| FEGE | RBB FUND TRUST | $521.48万 | 0.08% | 110,952 | 22,897 | 26.0% | $107.62万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $521.93万 | 0.08% | 179,482 | 2,211 | 1.2% | $6.43万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $522.37万 | 0.08% | 136,533 | 13,848 | 11.3% | $52.98万 | 加仓 |
| DIS | DISNEY WALT CO | $525.17万 | 0.09% | 54,489 | -2,266 | -4.0% | -$21.84万 | 减仓 |
| EFG | ISHARES TR | $527.58万 | 0.09% | 47,372 | 19,671 | 71.0% | $219.07万 | 加仓 |
| SLV | ISHARES SILVER TR | $528.34万 | 0.09% | 77,538 | 7,401 | 10.6% | $50.43万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $533.16万 | 0.09% | 24,541 | 66 | 0.3% | $1.43万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $542.89万 | 0.09% | 108,146 | -1,080 | -1.0% | -$5.42万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $545.74万 | 0.09% | 28,436 | -1,505 | -5.0% | -$28.88万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $546.52万 | 0.09% | 26,264 | 857 | 3.4% | $17.83万 | 加仓 |
| INTU | INTUIT | $547.43万 | 0.09% | 12,661 | -765 | -5.7% | -$33.08万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $550.47万 | 0.09% | 141,654 | 210 | 0.1% | $8,161 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $553.07万 | 0.09% | 11,997 | 864 | 7.8% | $39.83万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $553.10万 | 0.09% | 8,107 | -52 | -0.6% | -$3.55万 | 减仓 |
| ADI | ANALOG DEVICES INC | $557.44万 | 0.09% | 17,522 | 1,009 | 6.1% | $32.10万 | 加仓 |
| ROST | ROSS STORES INC | $557.51万 | 0.09% | 25,735 | 576 | 2.3% | $12.48万 | 加仓 |
| EFA | ISHARES TR | $560.87万 | 0.09% | 57,744 | 780 | 1.4% | $7.58万 | 加仓 |
| QCOM | QUALCOMM INC | $562.67万 | 0.09% | 43,692 | 193 | 0.4% | $2.49万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $564.85万 | 0.09% | 97,996 | -515 | -0.5% | -$2.97万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $565.43万 | 0.09% | 215,320 | 67,099 | 45.3% | $176.20万 | 加仓 |
| MINT | PIMCO ETF TR | $567.96万 | 0.09% | 56,474 | -14,659 | -20.6% | -$147.42万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $574.65万 | 0.09% | 187,305 | 901 | 0.5% | $2.76万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $576.52万 | 0.09% | 14,716 | 2,412 | 19.6% | $94.49万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $578.14万 | 0.09% | 62,631 | -1,118 | -1.8% | -$10.32万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $581.17万 | 0.09% | 234,628 | -96,422 | -29.1% | -$238.84万 | 减仓 |
| ITA | ISHARES TR | $583.74万 | 0.09% | 26,685 | -3,375 | -11.2% | -$73.83万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $584.79万 | 0.10% | 47,629 | 3,134 | 7.0% | $38.48万 | 加仓 |
| KLAC | KLA CORP | $585.97万 | 0.10% | 3,980 | 42 | 1.1% | $6.18万 | 加仓 |
| TJX | TJX COS INC NEW | $586.12万 | 0.10% | 36,701 | 83 | 0.2% | $1.33万 | 加仓 |
| WFC | WELLS FARGO & CO | $603.81万 | 0.10% | 75,846 | -619 | -0.8% | -$4.93万 | 减仓 |
| T | AT&T INC | $604.80万 | 0.10% | 208,624 | -8,076 | -3.7% | -$23.41万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $607.27万 | 0.10% | 41,004 | 1,724 | 4.4% | $25.53万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $609.20万 | 0.10% | 100,445 | 7,918 | 8.6% | $48.02万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $614.18万 | 0.10% | 596,296 | -147,178 | -19.8% | -$151.59万 | 减仓 |
| SO | SOUTHERN CO | $627.00万 | 0.10% | 64,960 | -4,078 | -5.9% | -$39.36万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $633.11万 | 0.10% | 174,795 | 10,121 | 6.1% | $36.66万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $634.67万 | 0.10% | 192,615 | 12,212 | 6.8% | $40.24万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $636.98万 | 0.10% | 48,647 | 4,121 | 9.3% | $53.96万 | 加仓 |
| MCK | MCKESSON CORP | $637.98万 | 0.10% | 7,372 | 644 | 9.6% | $55.73万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $639.49万 | 0.10% | 179,987 | -1,946 | -1.1% | -$6.91万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $639.55万 | 0.10% | 85,160 | 24,737 | 40.9% | $185.78万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $645.44万 | 0.10% | 13,935 | 3,458 | 33.0% | $160.17万 | 加仓 |