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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $2.95亿 | 3.58% | 1,474,044 | 81,232 | 5.8% | $1,625.37万 | 加仓 |
| IVV | ISHARES TR | $2.89亿 | 3.51% | 385,273 | 50,227 | 15.0% | $3,761.45万 | 加仓 |
| AAPL | APPLE INC | $2.71亿 | 3.30% | 937,349 | 26,946 | 3.0% | $779.71万 | 加仓 |
| AMZN | AMAZON COM INC | $1.63亿 | 1.98% | 684,960 | 142,793 | 26.3% | $3,403.33万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.54亿 | 1.87% | 411,898 | 13,219 | 3.3% | $493.09万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.47亿 | 1.79% | 214,238 | 33,939 | 18.8% | $2,330.96万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1.45亿 | 1.76% | 1,592,606 | 323,225 | 25.5% | $2,948.14万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1.45亿 | 1.76% | 1,133,318 | 286,493 | 33.8% | $3,661.67万 | 加仓 |
| GOOGL | ALPHABET INC | $1.35亿 | 1.64% | 376,715 | 15,305 | 4.2% | $546.95万 | 加仓 |
| AVGO | BROADCOM INC | $1.11亿 | 1.35% | 294,393 | 6,847 | 2.4% | $258.65万 | 加仓 |
| GOOG | ALPHABET INC | $1.05亿 | 1.27% | 296,936 | 98,571 | 49.7% | $3,482.81万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $9,905.31万 | 1.20% | 2,401,287 | 846,281 | 54.4% | $3,490.91万 | 加仓 |
| PTRB | PGIM ETF TR | $9,159.70万 | 1.11% | 2,209,287 | 481,085 | 27.8% | $1,994.58万 | 加仓 |
| IQLT | ISHARES TR | $8,404.25万 | 1.02% | 1,696,115 | 561,963 | 49.5% | $2,784.53万 | 加仓 |
| LLY | ELI LILLY & CO | $8,137.16万 | 0.99% | 67,842 | 1,650 | 2.5% | $197.91万 | 加仓 |
| META | META PLATFORMS INC | $8,046.94万 | 0.98% | 142,856 | 35,231 | 32.7% | $1,984.53万 | 加仓 |
| IJH | ISHARES TR | $7,291.40万 | 0.89% | 945,584 | 170,534 | 22.0% | $1,314.99万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $7,239.85万 | 0.88% | 221,179 | 2,099 | 1.0% | $68.71万 | 加仓 |
| CMDT | PIMCO ETF TR | $7,147.11万 | 0.87% | 2,330,325 | 611,876 | 35.6% | $1,876.62万 | 加仓 |
| QQQ | INVESCO QQQ TR | $6,995.92万 | 0.85% | 95,002 | -1,605 | -1.7% | -$118.19万 | 减仓 |
| VGT | VANGUARD WORLD FD | $6,939.17万 | 0.84% | 580,586 | 602 | 0.1% | $7.20万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $6,842.09万 | 0.83% | 709,099 | 196,173 | 38.2% | $1,892.87万 | 加仓 |
| HCRB | HARTFORD FDS EXCHANGE TRADED | $6,791.83万 | 0.83% | 1,941,271 | 397,650 | 25.8% | $1,391.24万 | 加仓 |
| PYLD | PIMCO ETF TR | $6,628.51万 | 0.81% | 2,499,439 | 641,944 | 34.6% | $1,702.44万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $6,444.45万 | 0.78% | 188,976 | 60,163 | 46.7% | $2,051.68万 | 加仓 |
| GLW | CORNING INC | $6,179.62万 | 0.75% | 241,930 | -30,661 | -11.2% | -$783.17万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5,982.06万 | 0.73% | 102,977 | 11,426 | 12.5% | $663.75万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $5,883.93万 | 0.71% | 997,614 | 79,886 | 8.7% | $471.17万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $5,831.60万 | 0.71% | 705,578 | 21,450 | 3.1% | $177.28万 | 加仓 |
| USRT | ISHARES TR | $5,589.26万 | 0.68% | 841,122 | 264,913 | 46.0% | $1,760.35万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $5,498.14万 | 0.67% | 58,774 | 3,741 | 6.8% | $349.96万 | 加仓 |
| GEV | GE VERNOVA INC | $5,282.71万 | 0.64% | 44,965 | 1,878 | 4.4% | $220.64万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,274.41万 | 0.64% | 105,406 | 12,957 | 14.0% | $648.36万 | 加仓 |
| QUAL | ISHARES TR | $5,232.10万 | 0.64% | 238,441 | -28,198 | -10.6% | -$618.75万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $5,189.98万 | 0.63% | 554,308 | 165,030 | 42.4% | $1,545.17万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $5,149.74万 | 0.63% | 911,781 | 107,269 | 13.3% | $605.86万 | 加仓 |
| WMT | WALMART INC | $5,071.59万 | 0.62% | 447,783 | 40,066 | 9.8% | $453.79万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $4,792.79万 | 0.58% | 384,161 | 109,315 | 39.8% | $1,363.81万 | 加仓 |
| TSLA | TESLA INC | $4,737.09万 | 0.58% | 112,627 | 19,905 | 21.5% | $837.20万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,608.46万 | 0.56% | 61,712 | 3,285 | 5.6% | $245.31万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $4,460.76万 | 0.54% | 725,799 | 66,222 | 10.0% | $407.00万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $4,297.60万 | 0.52% | 83,676 | 21,598 | 34.8% | $1,109.27万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $4,095.98万 | 0.50% | 161,278 | 27,192 | 20.3% | $690.60万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $4,056.69万 | 0.49% | 35,144 | 1,387 | 4.1% | $160.10万 | 加仓 |
| HD | HOME DEPOT INC | $4,010.05万 | 0.49% | 113,702 | 2,550 | 2.3% | $89.93万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $3,875.50万 | 0.47% | 767,578 | 420,682 | 121.3% | $2,124.02万 | 加仓 |
| INTC | INTEL CORP | $3,568.69万 | 0.43% | 255,582 | 10,146 | 4.1% | $141.67万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $3,395.30万 | 0.41% | 33,571 | 1,109 | 3.4% | $112.16万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $3,260.91万 | 0.40% | 115,960 | 2,473 | 2.2% | $69.54万 | 加仓 |
| ASML | ASML HLDG NV | $3,241.28万 | 0.39% | 16,292 | 3,135 | 23.8% | $623.71万 | 加仓 |
| HYDB | ISHARES TR | $3,232.79万 | 0.39% | 691,210 | 207,023 | 42.8% | $968.25万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $3,174.60万 | 0.39% | 63,910 | 25,315 | 65.6% | $1,257.47万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $3,146.94万 | 0.38% | 72,937 | 2,329 | 3.3% | $100.49万 | 加仓 |
| GE | GE AEROSPACE | $3,090.01万 | 0.38% | 82,680 | 2,638 | 3.3% | $98.59万 | 加仓 |
| ABBV | ABBVIE INC | $3,079.59万 | 0.37% | 122,381 | 2,766 | 2.3% | $69.60万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,950.84万 | 0.36% | 79,744 | 9,304 | 13.2% | $344.28万 | 加仓 |
| NFLX | NETFLIX INC. | $2,814.96万 | 0.34% | 394,252 | 202,902 | 106.0% | $1,448.72万 | 加仓 |
| IVW | ISHARES TR | $2,791.89万 | 0.34% | 203,002 | -22,630 | -10.0% | -$311.23万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $2,772.22万 | 0.34% | 315,851 | 97,289 | 44.5% | $853.91万 | 加仓 |
| — | EXXON MOBIL CORP | $2,742.35万 | 0.33% | 200,582 | 9,124 | 4.8% | $124.74万 | 加仓 |
| CAT | CATERPILLAR INC | $2,675.57万 | 0.33% | 25,125 | 786 | 3.2% | $83.70万 | 加仓 |
| SMH | VANECK ETF TRUST | $2,603.13万 | 0.32% | 39,688 | 1,488 | 3.9% | $97.60万 | 加仓 |
| V | VISA INC | $2,506.07万 | 0.30% | 73,044 | 988 | 1.4% | $33.90万 | 加仓 |
| MS | MORGAN STANLEY | $2,491.21万 | 0.30% | 119,174 | 2,866 | 2.5% | $59.91万 | 加仓 |
| IEFA | ISHARES TR | $2,477.37万 | 0.30% | 256,510 | 9,186 | 3.7% | $88.72万 | 加仓 |
| IJR | ISHARES TR | $2,469.65万 | 0.30% | 166,519 | -2,750 | -1.6% | -$40.79万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,321.74万 | 0.28% | 471,133 | 24,914 | 5.6% | $122.78万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,295.85万 | 0.28% | 498,556 | 82,866 | 19.9% | $381.60万 | 加仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $2,249.85万 | 0.27% | 574,747 | 101,357 | 21.4% | $396.76万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $2,225.58万 | 0.27% | 22,754 | 1,065 | 4.9% | $104.17万 | 加仓 |
| IEMG | ISHARES INC | $2,218.06万 | 0.27% | 267,753 | -22,490 | -7.7% | -$186.31万 | 减仓 |
| IAGG | ISHARES TR | $2,207.03万 | 0.27% | 436,171 | 32,089 | 7.9% | $162.37万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,197.73万 | 0.27% | 46,019 | 9,077 | 24.6% | $433.49万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $2,185.80万 | 0.27% | 280,554 | 19,411 | 7.4% | $151.23万 | 加仓 |
| KHPI | MANAGED PORTFOLIO SER | $2,172.51万 | 0.26% | 841,405 | 36,333 | 4.5% | $93.81万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2,157.88万 | 0.26% | 29,846 | 2,401 | 8.7% | $173.59万 | 加仓 |
| SGOV | ISHARES TR | $2,117.29万 | 0.26% | 210,320 | 103,373 | 96.7% | $1,040.65万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $2,069.64万 | 0.25% | 1,116,916 | 61,766 | 5.9% | $114.45万 | 加仓 |
| CSCO | CISCO SYS INC | $2,051.54万 | 0.25% | 174,658 | -7,579 | -4.2% | -$89.02万 | 减仓 |
| IVE | ISHARES TR | $2,045.73万 | 0.25% | 90,097 | 1,657 | 1.9% | $37.62万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $2,029.56万 | 0.25% | 479,462 | 27,192 | 6.0% | $115.10万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $2,028.63万 | 0.25% | 40,976 | 305 | 0.7% | $15.10万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,958.63万 | 0.24% | 274,895 | 63,374 | 30.0% | $451.54万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $1,947.17万 | 0.24% | 942,026 | -16,817 | -1.8% | -$34.76万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,924.17万 | 0.23% | 223,377 | 28,635 | 14.7% | $246.66万 | 加仓 |
| VDC | VANGUARD WORLD FD | $1,910.92万 | 0.23% | 84,745 | 4,495 | 5.6% | $101.36万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $1,906.60万 | 0.23% | 1,754,000 | -140,992 | -7.4% | -$153.26万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,903.05万 | 0.23% | 279,819 | -8,554 | -3.0% | -$58.18万 | 减仓 |
| AZN | ASTRAZENECA PLC | $1,841.22万 | 0.22% | 97,297 | 2,852 | 3.0% | $53.97万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,809.18万 | 0.22% | 109,145 | 4,860 | 4.7% | $80.56万 | 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 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,804.86万 | 0.22% | 356,305 | 62,078 | 21.1% | $314.46万 | 加仓 |
| SHOP | SHOPIFY INC | $1,753.64万 | 0.21% | 153,586 | 4,910 | 3.3% | $56.06万 | 加仓 |
| LIN | LINDE PLC | $1,741.60万 | 0.21% | 33,561 | 1,682 | 5.3% | $87.28万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,718.76万 | 0.21% | 39,664 | -192 | -0.5% | -$8.32万 | 减仓 |
| IGM | ISHARES TR | $1,643.62万 | 0.20% | 100,478 | -488 | -0.5% | -$7.98万 | 减仓 |
| QQQI | NEOS ETF TRUST | $1,636.09万 | 0.20% | 288,095 | 30,617 | 11.9% | $173.87万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,606.36万 | 0.20% | 32,040 | 17,768 | 124.5% | $890.82万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,593.24万 | 0.19% | 315,057 | 6,143 | 2.0% | $31.07万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1,591.97万 | 0.19% | 39,090 | -461 | -1.2% | -$18.77万 | 减仓 |