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 |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | $51.20万 | 0.10% | 1,694 | -1,954 | -53.6% | -$59.06万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $52.11万 | 0.11% | 3,975 | -3,969 | -50.0% | -$52.03万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $52.15万 | 0.11% | 2,830 | -2,830 | -50.0% | -$52.15万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $52.16万 | 0.11% | 10,795 | -10,795 | -50.0% | -$52.16万 | 减仓 |
| AVGO | BROADCOM INC | $52.49万 | 0.11% | 1,696 | -1,650 | -49.3% | -$51.07万 | 减仓 |
| DLS | WISDOMTREE TR | $52.96万 | 0.11% | 6,497 | 6,497 | — | $52.96万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $53.15万 | 0.11% | 6,780 | -7,210 | -51.5% | -$56.52万 | 减仓 |
| HD | HOME DEPOT INC | $55.89万 | 0.11% | 1,699 | -1,759 | -50.9% | -$57.86万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $56.59万 | 0.12% | 13,860 | -10,072 | -42.1% | -$41.12万 | 减仓 |
| META | META PLATFORMS INC | $56.76万 | 0.12% | 992 | -962 | -49.2% | -$55.04万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $57.44万 | 0.12% | 3,940 | 3,940 | — | $57.44万 | 新建仓 |
| UNP | UNION PAC CORP | $57.60万 | 0.12% | 2,374 | -2,456 | -50.8% | -$59.59万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $57.76万 | 0.12% | 1,766 | -1,846 | -51.1% | -$60.38万 | 减仓 |
| AMAT | APPLIED MATLS INC | $57.96万 | 0.12% | 1,696 | -1,692 | -49.9% | -$57.83万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $58.48万 | 0.12% | 2,811 | -2,811 | -50.0% | -$58.48万 | 减仓 |
| ANGL | VANECK ETF TRUST | $59.11万 | 0.12% | 20,581 | -20,579 | -50.0% | -$59.10万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $59.95万 | 0.12% | 24,871 | -23,493 | -48.6% | -$56.63万 | 减仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $60.84万 | 0.12% | 27,349 | -27,349 | -50.0% | -$60.84万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $61.24万 | 0.12% | 25,233 | -25,213 | -50.0% | -$61.19万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $62.97万 | 0.13% | 2,447 | -2,447 | -50.0% | -$62.97万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $62.99万 | 0.13% | 18,875 | -18,875 | -50.0% | -$62.99万 | 减仓 |
| IYK | ISHARES TR | $63.03万 | 0.13% | 9,000 | -9,000 | -50.0% | -$63.03万 | 减仓 |
| SPYI | NEOS ETF TRUST | $63.34万 | 0.13% | 12,829 | -7,201 | -36.0% | -$35.55万 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $65.09万 | 0.13% | 16,296 | -16,412 | -50.2% | -$65.55万 | 减仓 |
| BFEB | INNOVATOR ETFS TRUST | $65.41万 | 0.13% | 13,712 | -13,686 | -50.0% | -$65.29万 | 减仓 |
| ABBV | ABBVIE INC | $65.79万 | 0.13% | 3,025 | -2,827 | -48.3% | -$61.48万 | 减仓 |
| GE | GE AEROSPACE | $66.75万 | 0.14% | 2,352 | -2,337 | -49.8% | -$66.32万 | 减仓 |
| SO | SOUTHERN CO | $68.63万 | 0.14% | 7,110 | -7,128 | -50.1% | -$68.80万 | 减仓 |
| TSLA | TESLA INC | $68.91万 | 0.14% | 1,854 | -1,708 | -48.0% | -$63.49万 | 减仓 |
| NFLX | NETFLIX INC. | $70.35万 | 0.14% | 7,317 | -7,317 | -50.0% | -$70.35万 | 减仓 |
| IJH | ISHARES TR | $71.34万 | 0.15% | 10,565 | -10,285 | -49.3% | -$69.45万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $72.19万 | 0.15% | 3,357 | -2,949 | -46.8% | -$63.41万 | 减仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $73.66万 | 0.15% | 26,639 | -25,581 | -49.0% | -$70.73万 | 减仓 |
| KO | COCA COLA CO | $74.14万 | 0.15% | 9,750 | -10,590 | -52.1% | -$80.53万 | 减仓 |
| PFE | PFIZER INC | $74.89万 | 0.15% | 26,670 | -26,670 | -50.0% | -$74.89万 | 减仓 |
| IYJ | ISHARES TR | $75.25万 | 0.15% | 5,100 | -5,100 | -50.0% | -$75.25万 | 减仓 |
| IAPR | INNOVATOR ETFS TRUST | $75.62万 | 0.15% | 23,876 | -28,350 | -54.3% | -$89.78万 | 减仓 |
| SHM | SPDR SERIES TRUST | $76.75万 | 0.16% | 16,047 | -12,075 | -42.9% | -$57.75万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $77.04万 | 0.16% | 3,545 | -3,692 | -51.0% | -$80.24万 | 减仓 |
| RTX | RTX CORPORATION | $80.79万 | 0.16% | 4,188 | -3,952 | -48.6% | -$76.23万 | 减仓 |
| ITOT | ISHARES TR | $81.11万 | 0.17% | 5,695 | -5,695 | -50.0% | -$81.11万 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $81.66万 | 0.17% | 16,718 | -16,918 | -50.3% | -$82.64万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $83.71万 | 0.17% | 1,385 | -1,385 | -50.0% | -$83.71万 | 减仓 |
| WMT | WALMART INC | $84.20万 | 0.17% | 6,775 | -7,659 | -53.1% | -$95.19万 | 减仓 |
| IJUL | INNOVATOR ETFS TRUST | $84.60万 | 0.17% | 25,067 | -26,367 | -51.3% | -$88.99万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $84.68万 | 0.17% | 21,314 | -17,416 | -45.0% | -$69.19万 | 减仓 |
| BJUL | INNOVATOR ETFS TRUST | $85.36万 | 0.17% | 17,180 | -17,418 | -50.3% | -$86.54万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $85.54万 | 0.17% | 3,499 | -3,587 | -50.6% | -$87.69万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $87.53万 | 0.18% | 2,976 | -3,022 | -50.4% | -$88.88万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $87.78万 | 0.18% | 9,451 | -8,357 | -46.9% | -$77.62万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $88.83万 | 0.18% | 2,939 | -3,015 | -50.6% | -$91.13万 | 减仓 |
| MCD | MCDONALDS CORP | $89.90万 | 0.18% | 2,893 | -2,899 | -50.1% | -$90.09万 | 减仓 |
| IOO | ISHARES TR | $92.82万 | 0.19% | 7,673 | -7,673 | -50.0% | -$92.82万 | 减仓 |
| — | NEOS ETF TRUST | $93.00万 | 0.19% | 19,072 | 4,590 | 31.7% | $22.38万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $93.59万 | 0.19% | 12,710 | -5,606 | -30.6% | -$41.28万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $96.04万 | 0.20% | 7,334 | -7,332 | -50.0% | -$96.01万 | 减仓 |
| CVX | CHEVRON CORPORATION | $98.38万 | 0.20% | 4,756 | -5,116 | -51.8% | -$105.83万 | 减仓 |
| MOAT | VANECK ETF TRUST | $98.54万 | 0.20% | 10,190 | -16,347 | -61.6% | -$158.08万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $98.64万 | 0.20% | 27,833 | -27,905 | -50.1% | -$98.90万 | 减仓 |
| BJUN | INNOVATOR ETFS TRUST | $103.41万 | 0.21% | 22,358 | -22,358 | -50.0% | -$103.41万 | 减仓 |
| IWP | ISHARES TR | $103.67万 | 0.21% | 8,092 | -8,092 | -50.0% | -$103.67万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $104.15万 | 0.21% | 31,123 | -32,764 | -51.3% | -$109.64万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $104.47万 | 0.21% | 24,261 | -24,275 | -50.0% | -$104.53万 | 减仓 |
| NAPR | INNOVATOR ETFS TRUST | $107.32万 | 0.22% | 19,649 | -19,925 | -50.3% | -$108.83万 | 减仓 |
| GOOG | ALPHABET INC | $109.18万 | 0.22% | 3,806 | -4,322 | -53.2% | -$123.99万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $109.25万 | 0.22% | 12,818 | -12,818 | -50.0% | -$109.25万 | 减仓 |
| T | AT&T INC | $109.86万 | 0.22% | 37,895 | -40,921 | -51.9% | -$118.63万 | 减仓 |
| TFC | TRUIST FINL CORP | $111.00万 | 0.23% | 24,146 | -23,902 | -49.7% | -$109.88万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $118.23万 | 0.24% | 19,965 | -15,704 | -44.0% | -$93.00万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $120.30万 | 0.25% | 3,753 | -3,755 | -50.0% | -$120.37万 | 减仓 |
| IVV | ISHARES TR | $121.11万 | 0.25% | 1,854 | -4,032 | -68.5% | -$263.39万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $122.50万 | 0.25% | 37,178 | -40,134 | -51.9% | -$132.24万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $123.55万 | 0.25% | 26,782 | -27,078 | -50.3% | -$124.91万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $125.11万 | 0.26% | 29,912 | -29,632 | -49.8% | -$123.94万 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $128.00万 | 0.26% | 26,666 | -28,002 | -51.2% | -$134.41万 | 减仓 |
| VHT | VANGUARD WORLD FD | $129.00万 | 0.26% | 4,737 | -4,737 | -50.0% | -$129.00万 | 减仓 |
| QDPL | PACER FDS TR | $130.16万 | 0.27% | 32,427 | -25,479 | -44.0% | -$102.27万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $131.99万 | 0.27% | 13,682 | -13,682 | -50.0% | -$131.99万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $135.62万 | 0.28% | 58,405 | -54,257 | -48.2% | -$125.99万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $139.48万 | 0.28% | 1,558 | -1,562 | -50.1% | -$139.84万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $139.61万 | 0.28% | 47,925 | -45,475 | -48.7% | -$132.47万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $140.32万 | 0.29% | 18,662 | -11,290 | -37.7% | -$84.89万 | 减仓 |
| CAT | CATERPILLAR INC | $144.91万 | 0.30% | 2,045 | -2,067 | -50.3% | -$146.47万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $147.87万 | 0.30% | 27,359 | -23,607 | -46.3% | -$127.60万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $151.24万 | 0.31% | 37,013 | -37,273 | -50.2% | -$152.30万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $153.70万 | 0.31% | 35,652 | -35,881 | -50.2% | -$154.68万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $155.07万 | 0.32% | 3,236 | -3,157 | -49.4% | -$151.28万 | 减仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $155.86万 | 0.32% | 65,735 | -54,381 | -45.3% | -$128.94万 | 减仓 |
| — | EXXON MOBIL CORP | $156.71万 | 0.32% | 9,237 | -9,049 | -49.5% | -$153.52万 | 减仓 |
| GCOW | PACER FDS TR | $158.42万 | 0.32% | 34,261 | -32,513 | -48.7% | -$150.34万 | 减仓 |
| GOOGL | ALPHABET INC | $161.87万 | 0.33% | 5,629 | -5,695 | -50.3% | -$163.77万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $164.66万 | 0.34% | 50,773 | -32,706 | -39.2% | -$106.07万 | 减仓 |
| LLY | ELI LILLY & CO | $167.86万 | 0.34% | 1,825 | -1,815 | -49.9% | -$166.94万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $168.50万 | 0.34% | 21,853 | -22,021 | -50.2% | -$169.80万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $175.56万 | 0.36% | 56,705 | -56,185 | -49.8% | -$173.95万 | 减仓 |
| — | PUTNAM ETF TRUST | $175.88万 | 0.36% | 225,776 | -225,776 | -50.0% | -$175.88万 | 减仓 |
| DBEF | DBX ETF TR | $180.45万 | 0.37% | 36,529 | -40,239 | -52.4% | -$198.78万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $182.99万 | 0.37% | 45,978 | -47,904 | -51.0% | -$190.66万 | 减仓 |
| IUSG | ISHARES TR | $185.54万 | 0.38% | 11,962 | -11,962 | -50.0% | -$185.54万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $187.22万 | 0.38% | 48,932 | -25,427 | -34.2% | -$97.28万 | 减仓 |