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 |
|---|---|---|---|---|---|---|---|---|
| VT | VANGUARD INTL EQUITY INDEX F | $647.51万 | 0.11% | 46,812 | -292 | -0.6% | -$4.04万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $651.09万 | 0.11% | 16,677 | 1,563 | 10.3% | $61.02万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $656.22万 | 0.11% | 26,188 | 2,808 | 12.0% | $70.36万 | 加仓 |
| TXN | TEXAS INSTRS INC | $663.85万 | 0.11% | 34,194 | 2,268 | 7.1% | $44.03万 | 加仓 |
| AGG | ISHARES TR | $665.40万 | 0.11% | 67,029 | 11,603 | 20.9% | $115.18万 | 加仓 |
| ENB | ENBRIDGE INC | $669.47万 | 0.11% | 123,663 | 94,025 | 317.2% | $509.02万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $672.61万 | 0.11% | 187,357 | 43,787 | 30.5% | $157.20万 | 加仓 |
| ETN | EATON CORP PLC | $677.42万 | 0.11% | 18,940 | 411 | 2.2% | $14.70万 | 加仓 |
| C | CITIGROUP INC | $682.95万 | 0.11% | 60,220 | -4,216 | -6.5% | -$47.81万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $689.89万 | 0.11% | 29,935 | 845 | 2.9% | $19.47万 | 加仓 |
| MTUM | ISHARES TR | $695.20万 | 0.11% | 28,968 | 1,112 | 4.0% | $26.69万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $701.52万 | 0.11% | 14,272 | 93 | 0.7% | $4.57万 | 加仓 |
| OEF | ISHARES TR | $704.72万 | 0.11% | 22,156 | -12,567 | -36.2% | -$399.72万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $708.83万 | 0.12% | 63,986 | 12,431 | 24.1% | $137.71万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $714.36万 | 0.12% | 11,819 | -229 | -1.9% | -$13.84万 | 减仓 |
| SPYI | NEOS ETF TRUST | $717.30万 | 0.12% | 145,291 | 30,690 | 26.8% | $151.52万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $727.29万 | 0.12% | 154,480 | 5,146 | 3.4% | $24.23万 | 加仓 |
| DE | DEERE & CO | $728.65万 | 0.12% | 12,935 | 72 | 0.6% | $4.06万 | 加仓 |
| LOW | LOWES COS INC | $758.42万 | 0.12% | 32,098 | -1,390 | -4.2% | -$32.84万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $763.51万 | 0.12% | 22,245 | 668 | 3.1% | $22.93万 | 加仓 |
| — | ETF SER SOLUTIONS | $772.13万 | 0.13% | 77,151 | -5,682 | -6.9% | -$56.87万 | 减仓 |
| CB | CHUBB LTD SWITZ | $782.43万 | 0.13% | 24,006 | 888 | 3.8% | $28.94万 | 加仓 |
| AMGN | AMGEN INC | $783.62万 | 0.13% | 22,271 | 548 | 2.5% | $19.28万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $787.95万 | 0.13% | 13,288 | 13,288 | — | $787.95万 | 新建仓 |
| IWF | ISHARES TR | $790.79万 | 0.13% | 18,546 | -1,443 | -7.2% | -$61.53万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $798.65万 | 0.13% | 29,515 | -3,710 | -11.2% | -$100.39万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $831.45万 | 0.14% | 38,662 | -1,066 | -2.7% | -$22.93万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $838.51万 | 0.14% | 141,953 | 10,770 | 8.2% | $63.62万 | 加仓 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $849.26万 | 0.14% | 317,718 | 79,629 | 33.4% | $212.85万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $851.57万 | 0.14% | 39,856 | -688 | -1.7% | -$14.70万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $866.06万 | 0.14% | 409,484 | 388,886 | 1,888.0% | $822.49万 | 加仓 |
| — | LISTED FDS TR | $868.09万 | 0.14% | 243,865 | 6,773 | 2.9% | $24.11万 | 加仓 |
| CMI | CUMMINS INC | $870.67万 | 0.14% | 16,183 | 2,294 | 16.5% | $123.42万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $886.04万 | 0.14% | 145,134 | 117,321 | 421.8% | $716.24万 | 加仓 |
| CRM | SALESFORCE INC | $916.05万 | 0.15% | 49,073 | 20,324 | 70.7% | $379.39万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $926.20万 | 0.15% | 56,018 | -503 | -0.9% | -$8.32万 | 减仓 |
| AMAT | APPLIED MATLS INC | $938.04万 | 0.15% | 27,445 | 221 | 0.8% | $7.55万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $940.44万 | 0.15% | 322,841 | -13,642 | -4.1% | -$39.74万 | 减仓 |
| BX | BLACKSTONE INC | $947.50万 | 0.15% | 82,398 | -49,538 | -37.5% | -$569.64万 | 减仓 |
| BAC | BANK AMERICA CORP | $965.61万 | 0.16% | 198,073 | 10,960 | 5.9% | $53.43万 | 加仓 |
| APH | AMPHENOL CORP | $965.67万 | 0.16% | 76,428 | 651 | 0.9% | $8.23万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $967.49万 | 0.16% | 377,338 | -21,634 | -5.4% | -$55.47万 | 减仓 |
| ROL | ROLLINS INC | $975.45万 | 0.16% | 182,633 | 47,719 | 35.4% | $254.87万 | 加仓 |
| MLPX | GLOBAL X FDS | $982.34万 | 0.16% | 132,856 | 8,117 | 6.5% | $60.02万 | 加仓 |
| UNP | UNION PAC CORP | $1,001.29万 | 0.16% | 41,270 | -736 | -1.8% | -$17.86万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1,005.62万 | 0.16% | 57,978 | 1,791 | 3.2% | $31.06万 | 加仓 |
| IUSB | ISHARES TR | $1,020.60万 | 0.17% | 220,958 | 12,865 | 6.2% | $59.42万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,022.25万 | 0.17% | 99,567 | 2,371 | 2.4% | $24.34万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,029.98万 | 0.17% | 112,395 | 29,267 | 35.2% | $268.20万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,035.98万 | 0.17% | 39,553 | -3,171 | -7.4% | -$83.06万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,047.29万 | 0.17% | 30,343 | 3,213 | 11.8% | $110.90万 | 加仓 |
| KO | COCA COLA CO | $1,053.01万 | 0.17% | 138,463 | 2,620 | 1.9% | $19.93万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,063.67万 | 0.17% | 264,661 | 18,843 | 7.7% | $75.73万 | 加仓 |
| MO | ALTRIA GROUP INC | $1,067.64万 | 0.17% | 161,788 | 82,690 | 104.5% | $545.67万 | 加仓 |
| SGOV | ISHARES TR | $1,076.53万 | 0.17% | 106,947 | 103,374 | 2,893.2% | $1,040.56万 | 加仓 |
| INTC | INTEL CORP | $1,083.11万 | 0.18% | 245,436 | 40,331 | 19.7% | $177.98万 | 加仓 |
| MRK | MERCK & CO INC | $1,115.57万 | 0.18% | 92,740 | 2,665 | 3.0% | $32.06万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,122.08万 | 0.18% | 57,191 | -461 | -0.8% | -$9.04万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,122.90万 | 0.18% | 146,708 | 45,543 | 45.0% | $348.59万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $1,135.26万 | 0.18% | 295,487 | 69,005 | 30.5% | $265.12万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,140.45万 | 0.19% | 33,757 | 2,206 | 7.0% | $74.53万 | 加仓 |
| BLK | BLACKROCK INC | $1,153.02万 | 0.19% | 11,989 | -5,906 | -33.0% | -$568.00万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $1,158.89万 | 0.19% | 70,608 | 62,547 | 775.9% | $1,026.58万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,173.71万 | 0.19% | 347,560 | -38,127 | -9.9% | -$128.75万 | 减仓 |
| ORCL | ORACLE CORP | $1,185.59万 | 0.19% | 80,592 | -36,554 | -31.2% | -$537.75万 | 减仓 |
| JSI | JANUS DETROIT STR TR | $1,190.06万 | 0.19% | 230,855 | 69,585 | 43.1% | $358.71万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,195.82万 | 0.19% | 347,520 | 90,788 | 35.4% | $312.40万 | 加仓 |
| IGM | ISHARES TR | $1,196.55万 | 0.19% | 100,966 | -766 | -0.8% | -$9.08万 | 减仓 |
| — | HONEYWELL INTL INC | $1,226.53万 | 0.20% | 54,264 | 1,402 | 2.7% | $31.69万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,248.46万 | 0.20% | 36,942 | 1,764 | 5.0% | $59.61万 | 加仓 |
| RTX | RTX CORPORATION | $1,273.08万 | 0.21% | 65,997 | 2,154 | 3.4% | $41.55万 | 加仓 |
| QQQI | NEOS ETF TRUST | $1,279.41万 | 0.21% | 257,478 | 48,720 | 23.3% | $242.09万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,355.43万 | 0.22% | 211,521 | 34,666 | 19.6% | $222.14万 | 加仓 |
| CSCO | CISCO SYS INC | $1,413.97万 | 0.23% | 182,237 | 8,347 | 4.8% | $64.76万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,415.49万 | 0.23% | 97,998 | 6,895 | 7.6% | $99.59万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,417.71万 | 0.23% | 32,457 | 888 | 2.8% | $38.79万 | 加仓 |
| EFV | ISHARES TR | $1,425.39万 | 0.23% | 191,713 | 4,461 | 2.4% | $33.17万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1,454.36万 | 0.24% | 33,513 | 9,709 | 40.8% | $421.34万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $1,459.58万 | 0.24% | 40,671 | 12,779 | 45.8% | $458.61万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,464.60万 | 0.24% | 38,200 | -9,777 | -20.4% | -$374.85万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,470.84万 | 0.24% | 294,227 | 12,554 | 4.5% | $62.76万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,484.38万 | 0.24% | 168,374 | -8,770 | -5.0% | -$77.32万 | 减仓 |
| WM | WASTE MGMT INC DEL | $1,491.57万 | 0.24% | 64,910 | 27 | 0.0% | $6,204 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,508.09万 | 0.25% | 21 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1,509.22万 | 0.25% | 452,270 | 33,262 | 7.9% | $111.00万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $1,522.67万 | 0.25% | 216,412 | 23,135 | 12.0% | $162.78万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,563.41万 | 0.25% | 308,914 | 25,061 | 8.8% | $126.83万 | 加仓 |
| LIN | LINDE PLC | $1,580.45万 | 0.26% | 31,879 | 7,772 | 32.2% | $385.31万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,619.52万 | 0.26% | 110,714 | 5,479 | 5.2% | $80.15万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,677.76万 | 0.27% | 288,373 | 1,595 | 0.6% | $9.28万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1,682.27万 | 0.27% | 39,551 | 8,438 | 27.1% | $358.90万 | 加仓 |
| GLD | SPDR GOLD TR | $1,715.05万 | 0.28% | 39,858 | 1,580 | 4.1% | $67.99万 | 加仓 |
| PEP | PEPSICO INC | $1,721.88万 | 0.28% | 110,882 | -7,188 | -6.1% | -$111.62万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,723.42万 | 0.28% | 38,595 | 9,400 | 32.2% | $419.75万 | 加仓 |
| CAT | CATERPILLAR INC | $1,724.33万 | 0.28% | 24,339 | 1,151 | 5.0% | $81.54万 | 加仓 |
| MCD | MCDONALDS CORP | $1,736.64万 | 0.28% | 55,878 | -66 | -0.1% | -$2.05万 | 减仓 |
| ASML | ASML HLDG NV | $1,737.87万 | 0.28% | 13,157 | 4,837 | 58.1% | $638.90万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,747.32万 | 0.28% | 346,896 | 69,701 | 25.1% | $351.08万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $1,751.81万 | 0.28% | 958,843 | 850,080 | 781.6% | $1,553.10万 | 加仓 |
| SHOP | SHOPIFY INC | $1,763.59万 | 0.29% | 148,676 | -850 | -0.6% | -$10.08万 | 减仓 |