Apollon Wealth Management, LLC
MOUNT PLEASANT SC · SEC CIK 0001764387
$82.31亿2026Q2 申报市值
1,587持仓数
22.5%前十大占比 · 第一大 3.6%
257 / 93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
IVV 加仓+$3,761.45万
VONG 加仓+$3,661.67万
DFAI 加仓+$3,490.91万
GOOG 加仓+$3,482.81万
AMZN 加仓+$3,403.33万
2026Q2 卖出最多 按季末市值估算
GLW 减仓-$783.17万
ROL 减仓-$706.06万
OEF 减仓-$686.90万
QUAL 减仓-$618.75万
HON 减仓-$600.44万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| MBB | ISHARES TR | $456.35万 | 0.06% | 48,280 | 2,288 | 5.0% | $21.63万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $469.79万 | 0.06% | 11,813 | -184 | -1.5% | -$7.32万 | 减仓 |
| AFL | AFLAC INC | $472.18万 | 0.06% | 40,271 | 1,770 | 4.6% | $20.75万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $472.92万 | 0.06% | 130,424 | 1,632 | 1.3% | $5.92万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $477.82万 | 0.06% | 34,890 | 23,908 | 217.7% | $327.42万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $478.76万 | 0.06% | 162,842 | 1,374 | 0.9% | $4.04万 | 加仓 |
| LOB | LIVE OAK BANCSHARES INC | $479.73万 | 0.06% | 117,466 | 117,466 | — | $479.73万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $485.62万 | 0.06% | 30,062 | 4,925 | 19.6% | $79.56万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $486.38万 | 0.06% | 131,918 | 15,469 | 13.3% | $57.03万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $487.37万 | 0.06% | 72,139 | 5,432 | 8.1% | $36.70万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $487.48万 | 0.06% | 38,585 | 2,918 | 8.2% | $36.87万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $488.91万 | 0.06% | 123,649 | 123,649 | — | $488.91万 | 新建仓 |
| DCRE | DOUBLELINE ETF TRUST | $490.37万 | 0.06% | 94,656 | 94,656 | — | $490.37万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $494.37万 | 0.06% | 258,560 | -9,327 | -3.5% | -$17.83万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $495.08万 | 0.06% | 65,417 | 62,462 | 2,113.8% | $472.72万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $501.39万 | 0.06% | 157,771 | 96,443 | 157.3% | $306.49万 | 加仓 |
| GRMN | GARMIN LTD | $505.19万 | 0.06% | 21,267 | 878 | 4.3% | $20.86万 | 加仓 |
| EMR | EMERSON ELEC CO | $509.35万 | 0.06% | 35,582 | 6,263 | 21.4% | $89.65万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $509.90万 | 0.06% | 184,080 | -15,545 | -7.8% | -$43.06万 | 减仓 |
| CSHI | NEOS ETF TRUST | $512.68万 | 0.06% | 102,927 | 11,485 | 12.6% | $57.21万 | 加仓 |
| USMV | ISHARES TR | $514.60万 | 0.06% | 53,348 | 3,022 | 6.0% | $29.15万 | 加仓 |
| FIX | COMFORT SYS USA INC | $515.13万 | 0.06% | 2,599 | 498 | 23.7% | $98.71万 | 加仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $516.14万 | 0.06% | 36,807 | -2,013 | -5.2% | -$28.23万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $517.39万 | 0.06% | 89,452 | -8,544 | -8.7% | -$49.42万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $522.10万 | 0.06% | 123,311 | 15,165 | 14.0% | $64.21万 | 加仓 |
| T | AT&T INC | $527.20万 | 0.06% | 254,687 | 46,063 | 22.1% | $95.35万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $536.97万 | 0.07% | 135,326 | -1,207 | -0.9% | -$4.79万 | 减仓 |
| DFJ | WISDOMTREE TR | $546.15万 | 0.07% | 51,863 | 51,863 | — | $546.15万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $551.03万 | 0.07% | 109,397 | 61,643 | 129.1% | $310.50万 | 加仓 |
| MDT | MEDTRONIC PLC | $551.97万 | 0.07% | 70,557 | 20,438 | 40.8% | $159.89万 | 加仓 |
| EFA | ISHARES TR | $552.66万 | 0.07% | 53,201 | -4,543 | -7.9% | -$47.19万 | 减仓 |
| TRGP | TARGA RES CORP | $557.84万 | 0.07% | 20,804 | 1,660 | 8.7% | $44.51万 | 加仓 |
| ROST | ROSS STORES INC | $561.99万 | 0.07% | 26,403 | 668 | 2.6% | $14.22万 | 加仓 |
| DIS | DISNEY WALT CO | $563.37万 | 0.07% | 58,532 | 4,043 | 7.4% | $38.91万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $563.75万 | 0.07% | 61,218 | -1,413 | -2.3% | -$13.01万 | 减仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $565.17万 | 0.07% | 274,887 | -6,183 | -2.2% | -$12.71万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $565.99万 | 0.07% | 8,047 | 157 | 2.0% | $11.04万 | 加仓 |
| IBDU | ISHARES TR | $567.62万 | 0.07% | 245,087 | 245,087 | — | $567.62万 | 新建仓 |
| IBDZ | ISHARES TR | $568.23万 | 0.07% | 218,132 | 218,132 | — | $568.23万 | 新建仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $569.34万 | 0.07% | 347,477 | 347,477 | — | $569.34万 | 新建仓 |
| SNDK | SANDISK CORP | $571.90万 | 0.07% | 2,515 | 863 | 52.2% | $196.24万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $574.87万 | 0.07% | 78,310 | 52,551 | 204.0% | $385.77万 | 加仓 |
| MCK | MCKESSON CORP | $575.45万 | 0.07% | 7,616 | 244 | 3.3% | $18.44万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $576.00万 | 0.07% | 11,727 | 1,130 | 10.7% | $55.50万 | 加仓 |
| SOXX | ISHARES TR | $576.80万 | 0.07% | 9,002 | -689 | -7.1% | -$44.15万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $578.77万 | 0.07% | 232,625 | -2,003 | -0.9% | -$4.98万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $579.69万 | 0.07% | 221,425 | 6,105 | 2.8% | $15.98万 | 加仓 |
| FN | FABRINET | $580.52万 | 0.07% | 10,328 | 10,328 | — | $580.52万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $581.27万 | 0.07% | 131,034 | -10,620 | -7.5% | -$47.11万 | 减仓 |
| INTU | INTUIT | $585.86万 | 0.07% | 22,447 | 9,786 | 77.3% | $255.41万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $589.34万 | 0.07% | 24,254 | -287 | -1.2% | -$6.97万 | 减仓 |
| TJX | TJX COS INC NEW | $590.63万 | 0.07% | 38,985 | 2,284 | 6.2% | $34.60万 | 加仓 |
| FEGE | RBB FUND TRUST | $591.85万 | 0.07% | 120,983 | 10,031 | 9.0% | $49.07万 | 加仓 |
| BA | BOEING CO | $595.40万 | 0.07% | 27,505 | 1,791 | 7.0% | $38.77万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $602.04万 | 0.07% | 104,485 | 4,040 | 4.0% | $23.28万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $608.04万 | 0.07% | 11,935 | 116 | 1.0% | $5.91万 | 加仓 |
| LEMB | ISHARES INC | $608.70万 | 0.07% | 143,459 | 143,459 | — | $608.70万 | 新建仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $609.19万 | 0.07% | 289,335 | 289,335 | — | $609.19万 | 新建仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $611.94万 | 0.07% | 186,453 | 23,588 | 14.5% | $77.42万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $612.07万 | 0.07% | 18,095 | 1,502 | 9.1% | $50.81万 | 加仓 |
| HON | HONEYWELL INTL INC | $614.54万 | 0.07% | 27,447 | -26,817 | -49.4% | -$600.44万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $614.92万 | 0.07% | 9,627 | 789 | 8.9% | $50.40万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $624.07万 | 0.08% | 28,228 | 28,228 | — | $624.07万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $627.72万 | 0.08% | 168,469 | -11,518 | -6.4% | -$42.92万 | 减仓 |
| BRO | BROWN & BROWN INC | $627.73万 | 0.08% | 97,853 | 92,645 | 1,778.9% | $594.32万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $627.84万 | 0.08% | 49,600 | 953 | 2.0% | $12.06万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $628.56万 | 0.08% | 154,666 | 39,045 | 33.8% | $158.68万 | 加仓 |
| SO | SOUTHERN CO | $628.63万 | 0.08% | 65,680 | 720 | 1.1% | $6.89万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $631.93万 | 0.08% | 585,666 | -10,630 | -1.8% | -$11.47万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $633.50万 | 0.08% | 146,950 | -27,845 | -15.9% | -$120.04万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $638.06万 | 0.08% | 201,216 | 13,911 | 7.4% | $44.11万 | 加仓 |
| WFC | WELLS FARGO & CO | $640.97万 | 0.08% | 77,561 | 1,715 | 2.3% | $14.17万 | 加仓 |
| IGLB | ISHARES TR | $648.07万 | 0.08% | 129,509 | 85,758 | 196.0% | $429.13万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $650.14万 | 0.08% | 26,405 | 141 | 0.5% | $3.47万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $650.42万 | 0.08% | 180,023 | 541 | 0.3% | $1.95万 | 加仓 |
| AGG | ISHARES TR | $651.25万 | 0.08% | 65,796 | -1,233 | -1.8% | -$12.20万 | 减仓 |
| LOW | LOWES COS INC | $663.34万 | 0.08% | 30,085 | -2,013 | -6.3% | -$44.38万 | 减仓 |
| ENB | ENBRIDGE INC | $670.36万 | 0.08% | 123,660 | -3 | -0.0% | -$163 | 减仓 |
| DHR | DANAHER CORP DEL | $686.50万 | 0.08% | 36,041 | 18,461 | 105.0% | $351.64万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $686.92万 | 0.08% | 12,253 | 7,587 | 162.6% | $425.33万 | 加仓 |
| ADI | ANALOG DEVICES INC | $696.00万 | 0.08% | 17,524 | 2 | 0.0% | $794 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $696.70万 | 0.08% | 44,087 | 3,083 | 7.5% | $48.72万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $704.34万 | 0.09% | 33,103 | 4,667 | 16.4% | $99.30万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $715.37万 | 0.09% | 41,869 | 41,869 | — | $715.37万 | 新建仓 |
| — | ETF SER SOLUTIONS | $730.22万 | 0.09% | 72,967 | -4,184 | -5.4% | -$41.87万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $736.00万 | 0.09% | 156,796 | 2,316 | 1.5% | $10.87万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $738.62万 | 0.09% | 14,139 | 204 | 1.5% | $10.66万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $748.10万 | 0.09% | 289,402 | 214,273 | 285.2% | $553.90万 | 加仓 |
| QCOM | QUALCOMM INC | $758.28万 | 0.09% | 41,035 | -2,657 | -6.1% | -$49.10万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $772.52万 | 0.09% | 57,975 | -6,011 | -9.4% | -$80.10万 | 减仓 |
| DE | DEERE & CO | $782.25万 | 0.10% | 12,332 | -603 | -4.7% | -$38.25万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $787.70万 | 0.10% | 137,661 | 137,661 | — | $787.70万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $796.58万 | 0.10% | 22,487 | 242 | 1.1% | $8.57万 | 加仓 |
| CSRE | COHEN & STEERS ETF TRUST | $801.95万 | 0.10% | 282,576 | 183,518 | 185.3% | $520.82万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $807.84万 | 0.10% | 30,047 | 112 | 0.4% | $3.01万 | 加仓 |
| ETN | EATON CORP PLC | $808.22万 | 0.10% | 18,967 | 27 | 0.1% | $1.15万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $808.55万 | 0.10% | 51,517 | 4,705 | 10.1% | $73.84万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $813.05万 | 0.10% | 136,213 | 45,190 | 49.6% | $269.74万 | 加仓 |
| — | SSGA ACTIVE TR | $820.29万 | 0.10% | 327,199 | 327,199 | — | $820.29万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $833.48万 | 0.10% | 99,520 | 14,360 | 16.9% | $120.26万 | 加仓 |