TBH Global Asset Management, LLC
Brentwood TN · SEC CIK 0001787125
$5.46亿2026Q2 申报市值
263持仓数
34.6%前十大占比 · 第一大 11.0%
26 / 16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
DIVO 加仓+$275.87万
HCA 加仓+$231.78万
ISHARES U S ETF 新建仓+$156.46万
IVV 加仓+$148.88万
PMBS 加仓+$120.60万
2026Q2 卖出最多 按季末市值估算
EVMO 减仓-$268.99万
IDVO 清仓-$236.84万
JCPB 减仓-$164.56万
LMBS 减仓-$106.59万
VYM 减仓-$105.06万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $6,017.17万 | 11.02% | 207,948 | -1,949 | -0.9% | -$56.40万 | 减仓 |
| IVV | ISHARES TR | $3,001.02万 | 5.50% | 40,073 | 1,988 | 5.2% | $148.88万 | 加仓 |
| GOOGL | ALPHABET INC | $1,710.43万 | 3.13% | 47,861 | 181 | 0.4% | $6.47万 | 加仓 |
| DGRO | ISHARES TR | $1,536.96万 | 2.82% | 202,793 | -9,468 | -4.5% | -$71.76万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,442.15万 | 2.64% | 28,821 | -156 | -0.5% | -$7.81万 | 减仓 |
| GOOG | ALPHABET INC | $1,255.19万 | 2.30% | 35,525 | -1,814 | -4.9% | -$64.09万 | 减仓 |
| AMZN | AMAZON COM INC | $1,108.40万 | 2.03% | 46,505 | 348 | 0.8% | $8.29万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,007.99万 | 1.85% | 63,785 | -6,648 | -9.4% | -$105.06万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $920.11万 | 1.69% | 17,915 | -304 | -1.7% | -$15.61万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $913.79万 | 1.67% | 41,930 | -527 | -1.2% | -$11.49万 | 减仓 |
| MSFT | MICROSOFT CORP | $835.73万 | 1.53% | 22,404 | 205 | 0.9% | $7.65万 | 加仓 |
| IJR | ISHARES TR | $772.09万 | 1.41% | 52,059 | -2,978 | -5.4% | -$44.17万 | 减仓 |
| META | META PLATFORMS INC | $713.66万 | 1.31% | 12,670 | 194 | 1.6% | $10.93万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $697.78万 | 1.28% | 157,833 | 62,400 | 65.4% | $275.87万 | 加仓 |
| — | EXXON MOBIL CORP | $666.42万 | 1.22% | 48,743 | -276 | -0.6% | -$3.77万 | 减仓 |
| QQQ | INVESCO QQQ TR | $618.57万 | 1.13% | 8,400 | 597 | 7.7% | $43.96万 | 加仓 |
| AGG | ISHARES TR | $573.06万 | 1.05% | 57,897 | -6,007 | -9.4% | -$59.46万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $552.71万 | 1.01% | 103,310 | 18,667 | 22.1% | $99.87万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $508.50万 | 0.93% | 17,806 | 1,210 | 7.3% | $34.55万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $507.72万 | 0.93% | 89,894 | 2,884 | 3.3% | $16.29万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $496.74万 | 0.91% | 12,741 | 5,945 | 87.5% | $231.78万 | 加仓 |
| WMT | WALMART INC | $492.07万 | 0.90% | 43,446 | 341 | 0.8% | $3.86万 | 加仓 |
| IXUS | ISHARES TR | $488.28万 | 0.89% | 51,160 | -5,347 | -9.5% | -$51.03万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $487.81万 | 0.89% | 14,903 | -283 | -1.9% | -$9.26万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $485.89万 | 0.89% | 96,064 | 82 | 0.1% | $4,148 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $448.57万 | 0.82% | 4,795 | 96 | 2.0% | $8.98万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $443.16万 | 0.81% | 54,671 | 9,767 | 21.8% | $79.17万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $438.49万 | 0.80% | 44,476 | 1,264 | 2.9% | $12.46万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $420.57万 | 0.77% | 21,019 | 273 | 1.3% | $5.46万 | 加仓 |
| GDX | VANECK ETF TRUST | $407.11万 | 0.75% | 53,957 | -348 | -0.6% | -$2.63万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $402.60万 | 0.74% | 15,852 | 150 | 1.0% | $3.81万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $401.19万 | 0.73% | 87,121 | 1,123 | 1.3% | $5.17万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $385.15万 | 0.71% | 16,277 | 113 | 0.7% | $2.67万 | 加仓 |
| LLY | ELI LILLY & CO | $375.74万 | 0.69% | 3,133 | 616 | 24.5% | $73.88万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $358.79万 | 0.66% | 85,609 | -3,691 | -4.1% | -$15.47万 | 减仓 |
| PWR | QUANTA SVCS INC | $352.03万 | 0.64% | 4,889 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $335.10万 | 0.61% | 66,500 | 58 | 0.1% | $2,923 | 加仓 |
| KO | COCA COLA CO | $323.28万 | 0.59% | 39,778 | 2 | 0.0% | $163 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $315.32万 | 0.58% | 51,305 | 31 | 0.1% | $1,905 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $311.45万 | 0.57% | 4,171 | 13 | 0.3% | $9,707 | 加仓 |
| — | FIDELITY GREENWOOD STREET TR | $300.85万 | 0.55% | 104,136 | -87 | -0.1% | -$2,513 | 减仓 |
| V | VISA INC | $300.47万 | 0.55% | 8,758 | -350 | -3.8% | -$12.01万 | 减仓 |
| SHV | ISHARES TR | $286.37万 | 0.52% | 25,951 | -4,317 | -14.3% | -$47.64万 | 减仓 |
| IEMG | ISHARES INC | $284.11万 | 0.52% | 34,296 | -1,492 | -4.2% | -$12.36万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $281.65万 | 0.52% | 2,785 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $274.03万 | 0.50% | 14,443 | -152 | -1.0% | -$2.88万 | 减仓 |
| PSX | PHILLIPS 66 | $270.25万 | 0.50% | 15,987 | -198 | -1.2% | -$3.35万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $269.33万 | 0.49% | 57,377 | -35,058 | -37.9% | -$164.56万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $268.99万 | 0.49% | 32,608 | -70 | -0.2% | -$5,774 | 减仓 |
| AVGO | BROADCOM INC | $268.98万 | 0.49% | 7,120 | 11 | 0.2% | $4,156 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $267.82万 | 0.49% | 51,169 | 1,072 | 2.1% | $5.61万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $263.73万 | 0.48% | 3,840 | 75 | 2.0% | $5.15万 | 加仓 |
| EVMO | MORGAN STANLEY ETF TRUST | $263.51万 | 0.48% | 52,713 | -53,808 | -50.5% | -$268.99万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $259.63万 | 0.48% | 7,613 | 95 | 1.3% | $3.24万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $255.66万 | 0.47% | 99,711 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $251.20万 | 0.46% | 2,176 | -200 | -8.4% | -$23.09万 | 减仓 |
| IAU | ISHARES GOLD TR | $233.61万 | 0.43% | 30,937 | -510 | -1.6% | -$3.85万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $227.71万 | 0.42% | 6,154 | -54 | -0.9% | -$2.00万 | 减仓 |
| GLD | SPDR GOLD TR | $227.61万 | 0.42% | 6,179 | 10 | 0.2% | $3,684 | 加仓 |
| GHC | GRAHAM HLDGS CO | $225.54万 | 0.41% | 1,976 | -214 | -9.8% | -$24.43万 | 减仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $225.43万 | 0.41% | 46,965 | 12,259 | 35.3% | $58.84万 | 加仓 |
| TSLA | TESLA INC | $223.48万 | 0.41% | 5,313 | 272 | 5.4% | $11.44万 | 加仓 |
| VMI | VALMONT INDS INC | $215.85万 | 0.40% | 3,737 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD INTL EQUITY INDEX F | $214.49万 | 0.39% | 18,540 | -2,328 | -11.2% | -$26.93万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $214.35万 | 0.39% | 35,910 | -3,224 | -8.2% | -$19.24万 | 减仓 |
| GEV | GE VERNOVA INC | $202.20万 | 0.37% | 1,721 | 14 | 0.8% | $1.64万 | 加仓 |
| ABBV | ABBVIE INC | $201.91万 | 0.37% | 8,024 | 46 | 0.6% | $1.16万 | 加仓 |
| DIS | DISNEY WALT CO | $196.97万 | 0.36% | 20,464 | -200 | -1.0% | -$1.93万 | 减仓 |
| IWP | ISHARES TR | $196.25万 | 0.36% | 13,404 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $186.50万 | 0.34% | 11,354 | 194 | 1.7% | $3.19万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $185.77万 | 0.34% | 6,132 | 428 | 7.5% | $12.97万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $183.99万 | 0.34% | 18,736 | 75 | 0.4% | $7,365 | 加仓 |
| IJH | ISHARES TR | $183.44万 | 0.34% | 23,789 | -739 | -3.0% | -$5.70万 | 减仓 |
| PMBS | PIMCO ETF TR | $179.75万 | 0.33% | 36,401 | 24,422 | 203.9% | $120.60万 | 加仓 |
| MUB | ISHARES TR | $178.83万 | 0.33% | 16,617 | -961 | -5.5% | -$10.34万 | 减仓 |
| COP | CONOCOPHILLIPS | $171.36万 | 0.31% | 16,483 | -55 | -0.3% | -$5,718 | 减仓 |
| NFLX | NETFLIX INC. | $169.12万 | 0.31% | 23,686 | 2,834 | 13.6% | $20.23万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $165.56万 | 0.30% | 17,729 | -22 | -0.1% | -$2,054 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $164.10万 | 0.30% | 32,965 | -21,411 | -39.4% | -$106.59万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $161.98万 | 0.30% | 39,916 | -1,972 | -4.7% | -$8.00万 | 减仓 |
| DG | DOLLAR GEN CORP | $159.77万 | 0.29% | 13,880 | 4 | 0.0% | $460 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $158.52万 | 0.29% | 5,637 | -40 | -0.7% | -$1.12万 | 减仓 |
| — | ISHARES U S ETF TR | $156.46万 | 0.29% | 59,532 | 59,532 | — | $156.46万 | 新建仓 |
| GPIX | GOLDMAN SACHS ETF TR | $154.13万 | 0.28% | 27,736 | 8,636 | 45.2% | $47.99万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $153.00万 | 0.28% | 18,511 | -3 | -0.0% | -$248 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $151.24万 | 0.28% | 3,167 | -4 | -0.1% | -$1,910 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $150.30万 | 0.28% | 1,969 | -19 | -1.0% | -$1.45万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $150.16万 | 0.28% | 10,240 | -562 | -5.2% | -$8.24万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $146.85万 | 0.27% | 28,991 | 1,464 | 5.3% | $7.42万 | 加仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $142.70万 | 0.26% | 22,339 | 1,571 | 7.6% | $10.04万 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC | $142.11万 | 0.26% | 90,400 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS ETF TR | $138.59万 | 0.25% | 30,326 | -4,840 | -13.8% | -$22.12万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $137.57万 | 0.25% | 11,792 | -268 | -2.2% | -$3.13万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $137.47万 | 0.25% | 15,959 | -751 | -4.5% | -$6.47万 | 减仓 |
| FDX | FEDEX CORP | $130.66万 | 0.24% | 4,173 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $130.06万 | 0.24% | 10,474 | -110 | -1.0% | -$1.37万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $129.84万 | 0.24% | 6,815 | 7 | 0.1% | $1,334 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $127.22万 | 0.23% | 7,086 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $126.95万 | 0.23% | 2,942 | 18 | 0.6% | $7,767 | 加仓 |
| SNOW | SNOWFLAKE INC | $123.75万 | 0.23% | 4,863 | -262 | -5.1% | -$6.67万 | 减仓 |