13F 机构持仓

Apollon Wealth Management, LLC

MOUNT PLEASANT SC · SEC CIK 0001764387

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$82.31亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 3.6%
IVV 3.5%
AAPL 3.3%
AMZN 2.0%
MSFT 1.9%
VOO 1.8%
AVLV 1.8%
VONG 1.8%
GOOGL 1.6%
AVGO 1.4%

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
BKR BAKER HUGHES COMPANY $836.27万0.10%150,679 5,5453.8% $30.77万 加仓
ITOT ISHARES TR $840.01万0.10%51,136 21,34471.6% $350.62万 加仓
AMGN AMGEN INC $846.01万0.10%23,363 1,0924.9% $39.54万 加仓
CGDG CAPITAL GROUP DIVIDEND GROWE $854.07万0.10%227,691 40,33421.5% $151.29万 加仓
CB CHUBB LIMITED $865.44万0.11%25,399 1,3935.8% $47.46万 加仓
SPYI NEOS ETF TRUST $868.88万0.11%163,661 18,37012.6% $97.53万 加仓
FSK FS KKR CAP CORP $876.45万0.11%834,715 810,9443,411.5% $851.49万 加仓
FUTY FIDELITY COVINGTON TRUST $882.30万0.11%151,028 9,0756.4% $53.02万 加仓
VRT VERTIV HOLDINGS CO $886.35万0.11%26,473 2851.1% $9.54万 加仓
DXCM DEXCOM INC $901.74万0.11%133,889 112,469525.1% $757.48万 加仓
BAI BLACKROCK ETF TRUST $913.68万0.11%173,307 -19,308-10.0% -$101.79万 减仓
VIG VANGUARD SPECIALIZED FUNDS $917.94万0.11%38,794 1320.3% $3.12万 加仓
LHX L3HARRIS TECHNOLOGIES INC $920.94万0.11%31,692 1,3494.4% $39.20万 加仓
BSCW INVESCO EXCH TRD SLF IDX FD $921.45万0.11%449,268 449,268— $921.45万 新建仓
IWF ISHARES TR $924.98万0.11%74,493 3090.4% $3.84万 加仓
BSCU INVESCO EXCH TRD SLF IDX FD $926.79万0.11%556,798 556,798— $926.79万 新建仓
C CITIGROUP INC $927.55万0.11%66,273 6,05310.1% $84.72万 加仓
ABT ABBOTT LABORATORIES $929.61万0.11%102,447 2,8802.9% $26.13万 加仓
EFG ISHARES TR $938.58万0.11%75,436 28,06459.2% $349.17万 加仓
ANET ARISTA NETWORKS INC $941.04万0.11%55,394 7,76516.3% $131.91万 加仓
NOW SERVICENOW INC $955.17万0.12%96,210 75,655368.1% $751.10万 加仓
XLK SELECT SECTOR SPDR TR $968.60万0.12%50,840 15,56044.1% $296.45万 加仓
MLPX GLOBAL X FDS $1,005.12万0.12%136,453 3,5972.7% $26.50万 加仓
BX BLACKSTONE INC $1,012.09万0.12%86,011 3,6134.4% $42.51万 加仓
MRSH MARSH & MCLENNAN COS INC $1,019.40万0.12%61,163 3,1855.5% $53.08万 加仓
MFSV MFS ACTIVE EXCHANGE TRADED F $1,022.54万0.12%357,907 40,18912.6% $114.82万 加仓
NLY ANNALY CAPITAL MANAGEMENT IN $1,024.33万0.12%458,107 48,62311.9% $108.72万 加仓
VO VANGUARD INDEX FDS $1,025.30万0.12%127,256 69,524120.4% $560.15万 加仓
JSI JANUS DETROIT STR TR $1,050.76万0.13%205,187 -25,668-11.1% -$131.45万 减仓
MTUM ISHARES TR $1,056.11万0.13%30,806 1,8386.3% $63.01万 加仓
EFV ISHARES TR $1,065.31万0.13%139,165 -52,548-27.4% -$402.26万 减仓
PM PHILIP MORRIS INTL INC $1,072.85万0.13%59,303 3,2855.9% $59.43万 加仓
SCHG SCHWAB STRATEGIC TR $1,074.68万0.13%317,576 -5,265-1.6% -$17.82万 减仓
CRM SALESFORCE INC $1,086.49万0.13%69,353 20,28041.3% $317.71万 加仓
TXN TEXAS INSTRS INC $1,106.79万0.13%37,132 2,9388.6% $87.57万 加仓
DFUS DIMENSIONAL ETF TRUST $1,110.36万0.13%135,509 83,643161.3% $685.37万 加仓
BIL SPDR SERIES TRUST $1,110.48万0.13%121,179 8,7847.8% $80.50万 加仓
UNP UNION PAC CORP $1,129.45万0.14%41,524 2540.6% $6.91万 加仓
BLK BLACKROCK INC $1,131.45万0.14%11,767 -222-1.9% -$21.35万 减仓
MRVL MARVELL TECHNOLOGY INC $1,138.13万0.14%38,207 4,26212.6% $126.96万 加仓
BAC BANK OF AMER CORP $1,161.21万0.14%203,793 5,7202.9% $32.59万 加仓
FHLC FIDELITY COVINGTON TRUST $1,183.25万0.14%153,172 -63,240-29.2% -$488.53万 减仓
KO COCA COLA CO $1,187.62万0.14%146,133 7,6705.5% $62.33万 加仓
CMI CUMMINS INC $1,187.69万0.14%16,653 4702.9% $33.52万 加仓
IAU ISHARES GOLD TR $1,190.46万0.14%157,656 -10,718-6.4% -$80.93万 减仓
EQIX EQUINIX INC $1,206.74万0.15%11,577 10,354846.6% $1,079.26万 加仓
UTHR UNITED THERAPEUTICS CORP DEL $1,223.72万0.15%22,585 9,29770.0% $503.74万 加仓
MRK MERCK & CO INC $1,234.12万0.15%96,041 3,3013.6% $42.42万 加仓
PLTR PALANTIR TECHNOLOGIES INC $1,238.17万0.15%106,126 -4,588-4.1% -$53.53万 减仓
ORCL ORACLE CORP $1,258.16万0.15%85,852 5,2606.5% $77.09万 加仓
SNEX STONEX GROUP INC $1,259.17万0.15%106,259 106,259— $1,259.17万 新建仓
CGGR CAPITAL GROUP GROWTH ETF $1,259.71万0.15%266,889 2,2280.8% $10.52万 加仓
BUFR FIRST TR EXCHNG TRADED FD VI $1,260.22万0.15%344,983 -2,577-0.7% -$9.41万 减仓
SCHX SCHWAB STRATEGIC TR $1,269.90万0.15%431,498 54,16014.4% $159.39万 加仓
VTV VANGUARD INDEX FDS $1,294.91万0.16%59,419 2,2283.9% $48.55万 加仓
MO ALTRIA GROUP INC $1,301.55万0.16%180,896 19,10811.8% $137.48万 加仓
PAAA PGIM ETF TR $1,308.32万0.16%255,183 255,183— $1,308.32万 新建仓
UNH UNITEDHEALTH GROUP INC $1,334.90万0.16%32,118 2,6038.8% $108.19万 加仓
MSI MOTOROLA SOLUTIONS INC $1,339.02万0.16%32,243 -1,270-3.8% -$52.74万 减仓
APH AMPHENOL CORP $1,341.69万0.16%76,094 -334-0.4% -$5.89万 减仓
CRWD CROWDSTRIKE HLDGS INC $1,343.35万0.16%17,603 9265.6% $70.67万 加仓
DDOG DATADOG INC $1,344.04万0.16%51,622 42,986497.8% $1,119.19万 加仓
MELI MERCADOLIBRE INC $1,347.08万0.16%7,936 6,814607.3% $1,156.63万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $1,367.05万0.17%14,166 -550-3.7% -$53.08万 减仓
CGUS CAPITAL GROUP CORE EQUITY ET $1,382.68万0.17%310,853 15,3665.2% $68.35万 加仓
IUSB ISHARES TR $1,397.55万0.17%302,827 81,86937.1% $377.83万 加仓
RTX RTX CORPORATION $1,402.60万0.17%73,926 7,92912.0% $150.44万 加仓
VB VANGUARD INDEX FDS $1,412.91万0.17%46,612 7,05917.8% $213.97万 加仓
CGBL CAPITAL GROUP CORE BALANCED $1,421.81万0.17%374,554 27,0347.8% $102.62万 加仓
PEP PEPSICO INC $1,424.05万0.17%105,174 -5,708-5.1% -$77.29万 减仓
SPYM SPDR SERIES TRUST $1,457.95万0.18%165,902 19,19413.1% $168.68万 加仓
PG PROCTER & GAMBLE CO $1,473.07万0.18%100,455 2,4572.5% $36.03万 加仓
GLD SPDR GOLD TR $1,493.56万0.18%40,544 6861.7% $25.27万 加仓
MCD MCDONALDS CORP $1,506.05万0.18%55,716 -162-0.3% -$4.38万 减仓
KLAC KLA CORP $1,515.05万0.18%50,216 10,41626.2% $314.26万 加仓
— LISTED FDS TR $1,522.47万0.18%262,585 18,7207.7% $108.54万 加仓
WM WASTE MGMT INC DEL $1,540.22万0.19%69,105 4,1956.5% $93.50万 加仓
BKNG BOOKING HOLDINGS INC $1,558.07万0.19%87,414 63,489265.4% $1,131.63万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $1,572.59万0.19%21 00.0% — 不变
BE BLOOM ENERGY CORP $1,590.06万0.19%52,529 48,8661,334.0% $1,479.18万 加仓
SPGI S&P GLOBAL INC $1,591.97万0.19%39,090 -461-1.2% -$18.77万 减仓
JPST J P MORGAN EXCHANGE TRADED F $1,593.24万0.19%315,057 6,1432.0% $31.07万 加仓
TMO THERMO FISHER SCIENTIFIC INC $1,606.36万0.20%32,040 17,768124.5% $890.82万 加仓
QQQI NEOS ETF TRUST $1,636.09万0.20%288,095 30,61711.9% $173.87万 加仓
IGM ISHARES TR $1,643.62万0.20%100,478 -488-0.5% -$7.98万 减仓
LRCX LAM RESEARCH CORP $1,718.76万0.21%39,664 -192-0.5% -$8.32万 减仓
LIN LINDE PLC $1,741.60万0.21%33,561 1,6825.3% $87.28万 加仓
SHOP SHOPIFY INC $1,753.64万0.21%153,586 4,9103.3% $56.06万 加仓
JMUB J P MORGAN EXCHANGE TRADED F $1,804.86万0.22%356,305 62,07821.1% $314.46万 加仓
BIZD VANECK ETF TRUST $1,804.99万0.22%1,425,744 1,425,744— $1,804.99万 新建仓
CVX CHEVRON CORPORATION $1,809.18万0.22%109,145 4,8604.7% $80.56万 加仓
AZN ASTRAZENECA PLC $1,841.22万0.22%97,297 2,8523.0% $53.97万 加仓
DYNF BLACKROCK ETF TRUST $1,903.05万0.23%279,819 -8,554-3.0% -$58.18万 减仓
OBDC BLUE OWL CAPITAL CORPORATION $1,906.60万0.23%1,754,000 -140,992-7.4% -$153.26万 减仓
VDC VANGUARD WORLD FD $1,910.92万0.23%84,745 4,4955.6% $101.36万 加仓
VUG VANGUARD INDEX FDS $1,924.17万0.23%223,377 28,63514.7% $246.66万 加仓
BNL BROADSTONE NET LEASE INC $1,947.17万0.24%942,026 -16,817-1.8% -$34.76万 减仓
VEA VANGUARD TAX-MANAGED FDS $1,958.63万0.24%274,895 63,37430.0% $451.54万 加仓
ROK ROCKWELL AUTOMATION INC $2,028.63万0.25%40,976 3050.7% $15.10万 加仓
CGGO CAPITAL GROUP GBL GROWTH EQT $2,029.56万0.25%479,462 27,1926.0% $115.10万 加仓