BCS Wealth Management
JOHNSON CITY TN · SEC CIK 0001798172
$4.90亿2026Q1 申报市值
248持仓数
33.3%前十大占比 · 第一大 9.9%
5 / 95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
VSS 新建仓+$57.44万
DLS 新建仓+$52.96万
FRANKLIN TEMPLET 新建仓+$44.93万
CGHM 新建仓+$41.50万
CGSM 新建仓+$41.22万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$4,226.29万
SCHX 减仓-$1,708.55万
SCHF 减仓-$1,597.96万
PG 减仓-$1,398.91万
AGG 减仓-$1,140.90万
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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,426 | -100.0% | -$20.95万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WPC | WP CAREY INC | $0 | 0.00% | 0 | -3,200 | -100.0% | -$20.60万 | 清仓 |
| FNCL | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -2,630 | -100.0% | -$20.45万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -4,070 | -100.0% | -$20.35万 | 清仓 |
| ISCF | ISHARES TR | $0 | 0.00% | 0 | -4,860 | -100.0% | -$20.16万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -352 | -100.0% | -$20.07万 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -13,292 | -100.0% | -$17.44万 | 清仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -10,768 | -100.0% | -$12.10万 | 清仓 |
| FSK | FS KKR CAP CORP | $13.49万 | 0.03% | 13,250 | -13,250 | -50.0% | -$13.49万 | 减仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $17.91万 | 0.04% | 12,083 | -12,083 | -50.0% | -$17.91万 | 减仓 |
| WFC | WELLS FARGO & CO | $20.47万 | 0.04% | 2,571 | -3,309 | -56.3% | -$26.34万 | 减仓 |
| IJAN | INNOVATOR ETFS TRUST | $20.96万 | 0.04% | 5,776 | -6,375 | -52.5% | -$23.13万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $21.67万 | 0.04% | 4,344 | -4,344 | -50.0% | -$21.67万 | 减仓 |
| WM | WASTE MGMT INC DEL | $22.45万 | 0.05% | 977 | -977 | -50.0% | -$22.45万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $22.56万 | 0.05% | 9,057 | -9,123 | -50.2% | -$22.73万 | 减仓 |
| GAM | GENERAL AMERN INVS CO INC | $22.60万 | 0.05% | 3,866 | -3,866 | -50.0% | -$22.60万 | 减仓 |
| VPU | VANGUARD WORLD FD | $22.69万 | 0.05% | 1,145 | -1,145 | -50.0% | -$22.69万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $23.01万 | 0.05% | 2,807 | -2,807 | -50.0% | -$23.01万 | 减仓 |
| CSCO | CISCO SYS INC | $23.18万 | 0.05% | 2,987 | -3,437 | -53.5% | -$26.67万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $23.32万 | 0.05% | 10,438 | -4,756 | -31.3% | -$10.62万 | 减仓 |
| NVS | NOVARTIS AG | $23.42万 | 0.05% | 1,533 | -1,533 | -50.0% | -$23.42万 | 减仓 |
| PSX | PHILLIPS 66 | $23.77万 | 0.05% | 1,305 | -1,305 | -50.0% | -$23.77万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $23.79万 | 0.05% | 13,904 | -13,904 | -50.0% | -$23.79万 | 减仓 |
| ARTY | ISHARES TR | $23.95万 | 0.05% | 5,147 | -5,147 | -50.0% | -$23.95万 | 减仓 |
| BALL | BALL CORP | $23.98万 | 0.05% | 4,057 | -4,057 | -50.0% | -$23.98万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $24.04万 | 0.05% | 10,308 | -8,519 | -45.2% | -$19.86万 | 减仓 |
| EFV | ISHARES TR | $24.16万 | 0.05% | 3,250 | -12,436 | -79.3% | -$92.43万 | 减仓 |
| AES | AES CORP | $24.40万 | 0.05% | 17,314 | -17,314 | -50.0% | -$24.40万 | 减仓 |
| SUB | ISHARES TR | $24.41万 | 0.05% | 2,292 | -2,292 | -50.0% | -$24.41万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $24.68万 | 0.05% | 4,445 | -3,324 | -42.8% | -$18.45万 | 减仓 |
| EMN | EASTMAN CHEM CO | $24.88万 | 0.05% | 3,260 | -3,296 | -50.3% | -$25.15万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $25.10万 | 0.05% | 3,862 | -3,830 | -49.8% | -$24.90万 | 减仓 |
| ALL | ALLSTATE CORP | $26.00万 | 0.05% | 1,254 | -1,254 | -50.0% | -$26.00万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $26.14万 | 0.05% | 2,358 | -2,358 | -50.0% | -$26.14万 | 减仓 |
| CSX | CSX CORP | $26.35万 | 0.05% | 6,418 | -3,178 | -33.1% | -$13.05万 | 减仓 |
| CVS | CVS HEALTH CORP | $27.32万 | 0.06% | 3,804 | -3,804 | -50.0% | -$27.32万 | 减仓 |
| GLD | SPDR GOLD TR | $27.41万 | 0.06% | 637 | -507 | -44.3% | -$21.82万 | 减仓 |
| — | VANECK ETF TRUST | $27.49万 | 0.06% | 8,048 | -8,048 | -50.0% | -$27.49万 | 减仓 |
| BSM | BLACK STONE MINERALS L P | $27.66万 | 0.06% | 18,297 | -17,625 | -49.1% | -$26.65万 | 减仓 |
| SOXX | ISHARES TR | $27.88万 | 0.06% | 848 | -850 | -50.1% | -$27.95万 | 减仓 |
| INTC | INTEL CORP | $28.45万 | 0.06% | 6,447 | -7,999 | -55.4% | -$35.30万 | 减仓 |
| NJAN | INNOVATOR ETFS TRUST | $28.67万 | 0.06% | 5,372 | -4,428 | -45.2% | -$23.63万 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $29.06万 | 0.06% | 12,541 | -10,391 | -45.3% | -$24.08万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $29.27万 | 0.06% | 8,603 | -8,603 | -50.0% | -$29.27万 | 减仓 |
| IJR | ISHARES TR | $29.51万 | 0.06% | 2,374 | -2,396 | -50.2% | -$29.78万 | 减仓 |
| AMGN | AMGEN INC | $29.66万 | 0.06% | 843 | -843 | -50.0% | -$29.66万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $29.77万 | 0.06% | 4,750 | -4,750 | -50.0% | -$29.77万 | 减仓 |
| BNOV | INNOVATOR ETFS TRUST | $30.12万 | 0.06% | 7,002 | -7,144 | -50.5% | -$30.74万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $30.16万 | 0.06% | 10,389 | -9,041 | -46.5% | -$26.25万 | 减仓 |
| M | MACYS INC | $31.34万 | 0.06% | 17,322 | -17,042 | -49.6% | -$30.83万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $31.44万 | 0.06% | 4,187 | -4,187 | -50.0% | -$31.44万 | 减仓 |
| HDV | ISHARES TR | $31.48万 | 0.06% | 2,319 | -2,946 | -56.0% | -$39.99万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $31.67万 | 0.06% | 5,222 | -5,220 | -50.0% | -$31.66万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $31.84万 | 0.06% | 5,618 | -4,718 | -45.6% | -$26.74万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $32.52万 | 0.07% | 1,342 | -1,242 | -48.1% | -$30.10万 | 减仓 |
| BJAN | INNOVATOR ETFS TRUST | $33.05万 | 0.07% | 6,197 | -5,713 | -48.0% | -$30.47万 | 减仓 |
| — | NEOS ETF TRUST | $33.42万 | 0.07% | 5,876 | -5,876 | -50.0% | -$33.42万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $33.47万 | 0.07% | 9,865 | -9,865 | -50.0% | -$33.47万 | 减仓 |
| KAPR | INNOVATOR ETFS TRUST | $33.50万 | 0.07% | 9,240 | -11,712 | -55.9% | -$42.46万 | 减仓 |
| MGK | VANGUARD WORLD FD | $33.80万 | 0.07% | 920 | -872 | -48.7% | -$32.04万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $34.56万 | 0.07% | 4,177 | -4,087 | -49.5% | -$33.82万 | 减仓 |
| FDX | FEDEX CORP | $34.62万 | 0.07% | 972 | -968 | -49.9% | -$34.48万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $34.67万 | 0.07% | 3,181 | -3,181 | -50.0% | -$34.67万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $35.18万 | 0.07% | 7,372 | -7,616 | -50.8% | -$36.34万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $35.73万 | 0.07% | 7,118 | -8,150 | -53.4% | -$40.91万 | 减仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $35.76万 | 0.07% | 10,620 | -10,620 | -50.0% | -$35.76万 | 减仓 |
| BAC | BANK AMERICA CORP | $35.95万 | 0.07% | 7,374 | -9,078 | -55.2% | -$44.26万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $36.16万 | 0.07% | 5,903 | -5,539 | -48.4% | -$33.93万 | 减仓 |
| VGT | VANGUARD WORLD FD | $36.75万 | 0.08% | 527 | -527 | -50.0% | -$36.75万 | 减仓 |
| ORC | ORCHID IS CAP INC | $37.22万 | 0.08% | 52,938 | -9,952 | -15.8% | -$7.00万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $37.92万 | 0.08% | 2,586 | -1,694 | -39.6% | -$24.84万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $38.23万 | 0.08% | 1,413 | -1,499 | -51.5% | -$40.56万 | 减仓 |
| DE | DEERE & CO | $39.00万 | 0.08% | 692 | -692 | -50.0% | -$39.00万 | 减仓 |
| LOW | LOWES COS INC | $39.47万 | 0.08% | 1,671 | -1,775 | -51.5% | -$41.93万 | 减仓 |
| BOTZ | GLOBAL X FDS | $40.06万 | 0.08% | 12,058 | -11,182 | -48.1% | -$37.15万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $40.90万 | 0.08% | 2,131 | -2,131 | -50.0% | -$40.90万 | 减仓 |
| ETN | EATON CORP PLC | $41.13万 | 0.08% | 1,150 | -1,130 | -49.6% | -$40.42万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $41.22万 | 0.08% | 15,684 | 15,684 | — | $41.22万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $41.32万 | 0.08% | 827 | -827 | -50.0% | -$41.32万 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $41.50万 | 0.08% | 16,392 | 16,392 | — | $41.50万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $42.52万 | 0.09% | 2,871 | -2,266 | -44.1% | -$33.56万 | 减仓 |
| UMAR | INNOVATOR ETFS TRUST | $42.59万 | 0.09% | 10,718 | -10,718 | -50.0% | -$42.59万 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $43.47万 | 0.09% | 12,403 | -12,441 | -50.1% | -$43.61万 | 减仓 |
| IWS | ISHARES TR | $43.72万 | 0.09% | 3,000 | -3,000 | -50.0% | -$43.72万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $44.02万 | 0.09% | 6,870 | -6,856 | -49.9% | -$43.93万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $44.29万 | 0.09% | 11,527 | -15,155 | -56.8% | -$58.23万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $44.29万 | 0.09% | 17,859 | -12,043 | -40.3% | -$29.87万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $44.93万 | 0.09% | 12,711 | 12,711 | — | $44.93万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $45.25万 | 0.09% | 14,127 | -14,349 | -50.4% | -$45.96万 | 减仓 |
| BOCT | INNOVATOR ETFS TRUST | $45.80万 | 0.09% | 9,544 | -9,808 | -50.7% | -$47.07万 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $47.52万 | 0.10% | 9,882 | -9,946 | -50.2% | -$47.82万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $48.07万 | 0.10% | 2,250 | -2,252 | -50.0% | -$48.12万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $48.20万 | 0.10% | 18,455 | -18,491 | -50.0% | -$48.30万 | 减仓 |
| BMAR | INNOVATOR ETFS TRUST | $48.34万 | 0.10% | 9,209 | -12,169 | -56.9% | -$63.87万 | 减仓 |
| GEV | GE VERNOVA INC | $49.14万 | 0.10% | 563 | -564 | -50.0% | -$49.23万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $49.21万 | 0.10% | 3,703 | -3,703 | -50.0% | -$49.21万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $50.41万 | 0.10% | 23,457 | -27,147 | -53.6% | -$58.34万 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $50.53万 | 0.10% | 7,076 | -7,076 | -50.0% | -$50.53万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $50.82万 | 0.10% | 510 | -686 | -57.4% | -$68.36万 | 减仓 |