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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $2.43亿 | 3.95% | 1,392,812 | 75,537 | 5.7% | $1,317.37万 | 加仓 |
| AAPL | APPLE INC | $2.31亿 | 3.75% | 910,403 | 68,158 | 8.1% | $1,729.78万 | 加仓 |
| IVV | ISHARES TR | $2.19亿 | 3.56% | 335,046 | 15,166 | 4.7% | $990.66万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.48亿 | 2.40% | 398,679 | 37,050 | 10.2% | $1,371.48万 | 加仓 |
| AMZN | AMAZON COM INC | $1.13亿 | 1.84% | 542,167 | 62,546 | 13.0% | $1,302.65万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.08亿 | 1.75% | 180,299 | -6,554 | -3.5% | -$391.63万 | 减仓 |
| GOOGL | ALPHABET INC | $1.04亿 | 1.69% | 361,410 | 62,785 | 21.0% | $1,805.45万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1.02亿 | 1.66% | 1,269,381 | -51,747 | -3.9% | -$417.13万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $9,288.83万 | 1.51% | 846,825 | -32,850 | -3.7% | -$360.33万 | 减仓 |
| AVGO | BROADCOM INC | $8,899.84万 | 1.45% | 287,546 | 16,452 | 6.1% | $509.21万 | 加仓 |
| PTRB | PGIM ETF TR | $7,173.77万 | 1.17% | 1,728,202 | 15,822 | 0.9% | $65.68万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $6,444.45万 | 1.05% | 219,080 | 18,901 | 9.4% | $555.99万 | 加仓 |
| META | META PLATFORMS INC | $6,157.57万 | 1.00% | 107,625 | 16,471 | 18.1% | $942.36万 | 加仓 |
| LLY | ELI LILLY & CO | $6,088.12万 | 0.99% | 66,192 | 22,815 | 52.6% | $2,098.45万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $6,058.30万 | 0.98% | 1,555,006 | 122,524 | 8.6% | $477.35万 | 加仓 |
| GOOG | ALPHABET INC | $5,690.30万 | 0.92% | 198,365 | 7,503 | 3.9% | $215.23万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $5,661.16万 | 0.92% | 684,128 | 557,790 | 441.5% | $4,615.71万 | 加仓 |
| QQQ | INVESCO QQQ TR | $5,575.95万 | 0.91% | 96,607 | 4,800 | 5.2% | $277.05万 | 加仓 |
| CMDT | PIMCO ETF TR | $5,545.43万 | 0.90% | 1,718,449 | 177,163 | 11.5% | $571.70万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $5,483.70万 | 0.89% | 55,033 | 7,834 | 16.6% | $780.61万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $5,465.07万 | 0.89% | 917,728 | 756,702 | 469.9% | $4,506.16万 | 加仓 |
| HCRB | HARTFORD FDS EXCHANGE TRADED | $5,410.39万 | 0.88% | 1,543,621 | 3,922 | 0.3% | $13.75万 | 加仓 |
| IQLT | ISHARES TR | $5,243.18万 | 0.85% | 1,134,152 | 15,541 | 1.4% | $71.85万 | 加仓 |
| IJH | ISHARES TR | $5,233.91万 | 0.85% | 775,050 | 6,810 | 0.9% | $45.99万 | 加仓 |
| QUAL | ISHARES TR | $5,114.40万 | 0.83% | 266,639 | 5,380 | 2.1% | $103.19万 | 加仓 |
| WMT | WALMART INC | $5,067.10万 | 0.82% | 407,717 | 63,125 | 18.3% | $784.52万 | 加仓 |
| VGT | VANGUARD WORLD FD | $5,058.31万 | 0.82% | 72,498 | 2,383 | 3.4% | $166.27万 | 加仓 |
| PYLD | PIMCO ETF TR | $4,866.64万 | 0.79% | 1,857,495 | 91,897 | 5.2% | $240.77万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $4,559.98万 | 0.74% | 804,512 | 61,425 | 8.3% | $348.16万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,430.15万 | 0.72% | 92,449 | 4,285 | 4.9% | $205.34万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $4,133.15万 | 0.67% | 512,926 | 15,457 | 3.1% | $124.55万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,799.71万 | 0.62% | 58,427 | -3,372 | -5.5% | -$219.29万 | 减仓 |
| GEV | GE VERNOVA INC | $3,761.10万 | 0.61% | 43,087 | 10,550 | 32.4% | $920.92万 | 加仓 |
| GLW | CORNING INC | $3,706.42万 | 0.60% | 272,591 | 74,198 | 37.4% | $1,008.87万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $3,661.97万 | 0.60% | 659,577 | 47,598 | 7.8% | $264.26万 | 加仓 |
| HD | HOME DEPOT INC | $3,655.67万 | 0.59% | 111,152 | 27,058 | 32.2% | $889.91万 | 加仓 |
| TSLA | TESLA INC | $3,446.95万 | 0.56% | 92,722 | 2,077 | 2.3% | $77.21万 | 加仓 |
| USRT | ISHARES TR | $3,410.58万 | 0.55% | 576,209 | 38,281 | 7.1% | $226.59万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $3,277.61万 | 0.53% | 134,086 | 20,418 | 18.0% | $499.10万 | 加仓 |
| — | EXXON MOBIL CORP | $3,248.28万 | 0.53% | 191,458 | -803 | -0.4% | -$13.62万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $3,101.79万 | 0.50% | 62,078 | 9,855 | 18.9% | $492.42万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $3,036.22万 | 0.49% | 274,846 | 1,445 | 0.5% | $15.96万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $2,959.29万 | 0.48% | 389,278 | 4,347 | 1.1% | $33.05万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2,750.81万 | 0.45% | 113,487 | 22,169 | 24.3% | $537.35万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,746.26万 | 0.45% | 32,462 | 6,070 | 23.0% | $513.52万 | 加仓 |
| ABBV | ABBVIE INC | $2,601.51万 | 0.42% | 119,615 | 7,638 | 6.8% | $166.12万 | 加仓 |
| IVW | ISHARES TR | $2,552.12万 | 0.41% | 225,632 | -50,330 | -18.2% | -$569.28万 | 减仓 |
| GE | GE AEROSPACE | $2,271.36万 | 0.37% | 80,042 | 38,196 | 91.3% | $1,083.89万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,259.79万 | 0.37% | 70,440 | -2,833 | -3.9% | -$90.89万 | 减仓 |
| HYDB | ISHARES TR | $2,252.44万 | 0.37% | 484,187 | 161,093 | 49.9% | $749.40万 | 加仓 |
| IEFA | ISHARES TR | $2,239.02万 | 0.36% | 247,324 | -14,845 | -5.7% | -$134.39万 | 减仓 |
| V | VISA INC | $2,177.81万 | 0.35% | 72,056 | -3,160 | -4.2% | -$95.51万 | 减仓 |
| CVX | CHEVRON CORPORATION | $2,157.65万 | 0.35% | 104,285 | 10,733 | 11.5% | $222.07万 | 加仓 |
| IJR | ISHARES TR | $2,104.19万 | 0.34% | 169,269 | -4,662 | -2.7% | -$57.95万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $2,095.86万 | 0.34% | 1,894,992 | 1,783,661 | 1,602.1% | $1,972.73万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2,065.14万 | 0.34% | 128,813 | 30,973 | 31.7% | $496.56万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $2,047.62万 | 0.33% | 261,143 | 20,877 | 8.7% | $163.70万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $2,030.00万 | 0.33% | 218,562 | 41,388 | 23.4% | $384.41万 | 加仓 |
| IEMG | ISHARES INC | $2,024.45万 | 0.33% | 290,243 | -684 | -0.2% | -$4.77万 | 减仓 |
| IAGG | ISHARES TR | $2,022.03万 | 0.33% | 404,082 | -3,953 | -1.0% | -$19.78万 | 减仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $1,949.08万 | 0.32% | 805,072 | 489,218 | 154.9% | $1,184.40万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1,941.72万 | 0.32% | 21,689 | 5,896 | 37.3% | $527.84万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,915.08万 | 0.31% | 415,690 | 408,285 | 5,513.6% | $1,880.97万 | 加仓 |
| MS | MORGAN STANLEY | $1,914.08万 | 0.31% | 116,308 | 33,108 | 39.8% | $544.86万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $1,901.38万 | 0.31% | 1,055,150 | 843,313 | 398.1% | $1,519.65万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,898.22万 | 0.31% | 446,219 | 38,920 | 9.6% | $165.57万 | 加仓 |
| IVE | ISHARES TR | $1,867.41万 | 0.30% | 88,440 | -949 | -1.1% | -$20.04万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,862.41万 | 0.30% | 91,551 | 6,839 | 8.1% | $139.13万 | 加仓 |
| AZN | ASTRAZENECA PLC | $1,857.58万 | 0.30% | 94,445 | 94,445 | — | $1,857.58万 | 新建仓 |
| NFLX | NETFLIX INC. | $1,839.83万 | 0.30% | 191,350 | -64,277 | -25.1% | -$618.02万 | 减仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $1,833.91万 | 0.30% | 473,390 | 31,420 | 7.1% | $121.72万 | 加仓 |
| VDC | VANGUARD WORLD FD | $1,802.33万 | 0.29% | 80,250 | 7,329 | 10.1% | $164.60万 | 加仓 |
| SHOP | SHOPIFY INC | $1,763.59万 | 0.29% | 148,676 | -850 | -0.6% | -$10.08万 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $1,751.81万 | 0.28% | 958,843 | 850,080 | 781.6% | $1,553.10万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,747.32万 | 0.28% | 346,896 | 69,701 | 25.1% | $351.08万 | 加仓 |
| ASML | ASML HLDG NV | $1,737.87万 | 0.28% | 13,157 | 4,837 | 58.1% | $638.90万 | 加仓 |
| MCD | MCDONALDS CORP | $1,736.64万 | 0.28% | 55,878 | -66 | -0.1% | -$2.05万 | 减仓 |
| CAT | CATERPILLAR INC | $1,724.33万 | 0.28% | 24,339 | 1,151 | 5.0% | $81.54万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,723.42万 | 0.28% | 38,595 | 9,400 | 32.2% | $419.75万 | 加仓 |
| PEP | PEPSICO INC | $1,721.88万 | 0.28% | 110,882 | -7,188 | -6.1% | -$111.62万 | 减仓 |
| GLD | SPDR GOLD TR | $1,715.05万 | 0.28% | 39,858 | 1,580 | 4.1% | $67.99万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1,682.27万 | 0.27% | 39,551 | 8,438 | 27.1% | $358.90万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,677.76万 | 0.27% | 288,373 | 1,595 | 0.6% | $9.28万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,619.52万 | 0.26% | 110,714 | 5,479 | 5.2% | $80.15万 | 加仓 |
| LIN | LINDE PLC | $1,580.45万 | 0.26% | 31,879 | 7,772 | 32.2% | $385.31万 | 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 |
| FHLC | FIDELITY COVINGTON TRUST | $1,522.67万 | 0.25% | 216,412 | 23,135 | 12.0% | $162.78万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1,509.22万 | 0.25% | 452,270 | 33,262 | 7.9% | $111.00万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,508.09万 | 0.25% | 21 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $1,491.57万 | 0.24% | 64,910 | 27 | 0.0% | $6,204 | 加仓 |
| IAU | ISHARES GOLD TR | $1,484.38万 | 0.24% | 168,374 | -8,770 | -5.0% | -$77.32万 | 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 |
| SMH | VANECK ETF TRUST | $1,464.60万 | 0.24% | 38,200 | -9,777 | -20.4% | -$374.85万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $1,459.58万 | 0.24% | 40,671 | 12,779 | 45.8% | $458.61万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1,454.36万 | 0.24% | 33,513 | 9,709 | 40.8% | $421.34万 | 加仓 |
| EFV | ISHARES TR | $1,425.39万 | 0.23% | 191,713 | 4,461 | 2.4% | $33.17万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,417.71万 | 0.23% | 32,457 | 888 | 2.8% | $38.79万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,415.49万 | 0.23% | 97,998 | 6,895 | 7.6% | $99.59万 | 加仓 |
| CSCO | CISCO SYS INC | $1,413.97万 | 0.23% | 182,237 | 8,347 | 4.8% | $64.76万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,355.43万 | 0.22% | 211,521 | 34,666 | 19.6% | $222.14万 | 加仓 |