13F 机构持仓

BCS Wealth Management

JOHNSON CITY TN · SEC CIK 0001798172

2026Q22026Q1 更早 9 个季度 🔒
$5.55亿2026Q2 申报市值
270持仓数
32.8%前十大占比 · 第一大 10.4%
10 / 2新建仓 / 清仓
申报市值走势$5.55亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 10.4%
SCHX 3.6%
SCHF 3.2%
AGG 2.5%
PG 2.5%
SPYG 2.5%
VCSH 2.2%
SPYV 2.2%
BSCQ 1.9%
BSCX 1.7%

2026Q2 买入最多 按季末市值估算

VOO 加仓+$181.93万
FNDF 加仓+$166.30万
AGG 加仓+$102.19万
IJR 加仓+$92.53万
VCSH 加仓+$84.94万

2026Q2 卖出最多 按季末市值估算

MU 重新持有-$51.48万
AMD 重新持有-$49.32万
SCHF 减仓-$43.99万
STX 重新持有-$42.17万
DELL 重新持有-$39.26万

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
SCHG SCHWAB STRATEGIC TR $169.75万0.31%50,163 2,2384.7% $7.57万 加仓
MMIN NEW YORK LIFE INVTS ACTIVE E $172.09万0.31%71,083 5,3488.1% $12.95万 加仓
— PUTNAM ETF TRUST $179.04万0.32%225,776 00.0% — 不变
MINO PIMCO ETF TR $186.58万0.34%40,773 -798-1.9% -$3.65万 减仓
QDPL PACER FDS TR $186.78万0.34%41,442 9,01527.8% $40.63万 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $186.94万0.34%20,748 2,08611.2% $18.79万 加仓
DBEF DBX ETF TR $187.72万0.34%34,362 -2,167-5.9% -$11.84万 减仓
VXUS VANGUARD STAR FDS $189.15万0.34%22,125 2721.2% $2.33万 加仓
PAPR INNOVATOR ETFS TRUST $192.10万0.35%45,522 -456-1.0% -$1.92万 减仓
PJUL INNOVATOR ETFS TRUST $194.29万0.35%39,806 -6,402-13.9% -$31.25万 减仓
MRK MERCK & CO INC $204.15万0.37%15,887 -78-0.5% -$1.00万 减仓
CAT CATERPILLAR INC $217.82万0.39%2,045 00.0% — 不变
GOOGL ALPHABET INC $224.66万0.40%6,287 65811.7% $23.51万 加仓
SCHV SCHWAB STRATEGIC TR $230.89万0.42%66,329 1,9993.1% $6.96万 加仓
IUSG ISHARES TR $231.41万0.42%12,303 3412.9% $6.41万 加仓
FNDA SCHWAB STRATEGIC TR $232.91万0.42%61,195 10,42220.5% $39.67万 加仓
CALF PACER FDS TR $233.05万0.42%46,047 9462.1% $4.79万 加仓
SCHM SCHWAB STRATEGIC TR $233.74万0.42%63,394 6,68911.8% $24.66万 加仓
LLY ELI LILLY & CO $235.33万0.42%1,962 1377.5% $16.43万 加仓
FNDE SCHWAB STRATEGIC TR $235.98万0.43%59,471 10,53921.5% $41.82万 加仓
PDEC INNOVATOR ETFS TRUST $237.46万0.43%51,745 -300-0.6% -$1.38万 减仓
MSFT MICROSOFT CORP $248.08万0.45%6,651 1993.1% $7.42万 加仓
PAUG INNOVATOR ETFS TRUST $251.95万0.45%55,204 -173-0.3% -$7,896 减仓
VB VANGUARD INDEX FDS $257.40万0.46%8,492 2372.9% $7.18万 加仓
PMAR INNOVATOR ETFS TRUST $269.29万0.49%56,372 -405-0.7% -$1.93万 减仓
AMZN AMAZON COM INC $269.37万0.49%11,302 7086.7% $16.87万 加仓
FLRN SPDR SERIES TRUST $275.86万0.50%89,419 -3,463-3.7% -$10.68万 减仓
BSCZ INVESCO EXCH TRD SLF IDX FD $276.19万0.50%134,922 13,21110.9% $27.04万 加仓
NOBL PROSHARES TR $281.32万0.51%50,094 -2,626-5.0% -$14.75万 减仓
IEMG ISHARES INC $282.92万0.51%34,154 -2,024-5.6% -$16.77万 减仓
FNDC SCHWAB STRATEGIC TR $289.61万0.52%59,639 10,15520.5% $49.31万 加仓
SCHC SCHWAB STRATEGIC TR $292.55万0.53%60,795 -992-1.6% -$4.77万 减仓
SCHB SCHWAB STRATEGIC TR $353.04万0.64%121,906 3,5873.0% $10.39万 加仓
QQQM INVESCO EXCH TRADED FD TR II $371.25万0.67%12,254 -320-2.5% -$9.69万 减仓
SPY STATE STR SPDR S&P 500 ETF T $376.17万0.68%5,036 54012.0% $40.34万 加仓
VIOO VANGUARD ADMIRAL FDS INC $402.48万0.73%29,263 -185-0.6% -$2.54万 减仓
RGLD ROYAL GOLD INC $413.47万0.74%20,713 340.2% $6,787 加仓
NVDA NVIDIA CORPORATION $443.92万0.80%22,186 2,28611.5% $45.74万 加仓
PFEB INNOVATOR ETFS TRUST $466.59万0.84%108,358 -6,130-5.4% -$26.40万 减仓
QQQ INVESCO QQQ TR $472.67万0.85%6,419 -136-2.1% -$10.01万 减仓
MUNI PIMCO ETF TR $486.78万0.88%92,544 -2,010-2.1% -$10.57万 减仓
VXF VANGUARD INDEX FDS $492.92万0.89%20,020 1,3967.5% $34.37万 加仓
BSCV INVESCO EXCH TRD SLF IDX FD $511.75万0.92%312,326 6,8662.2% $11.25万 加仓
BSCW INVESCO EXCH TRD SLF IDX FD $515.96万0.93%251,567 5,5802.3% $11.44万 加仓
COWZ PACER FDS TR $516.93万0.93%83,108 6,5288.5% $40.60万 加仓
BSCU INVESCO EXCH TRD SLF IDX FD $520.43万0.94%312,665 33,33311.9% $55.48万 加仓
VTI VANGUARD INDEX FDS $521.32万0.94%14,088 -468-3.2% -$17.32万 减仓
AAPL APPLE INC $533.16万0.96%18,426 -195-1.0% -$5.64万 减仓
BSCT INVESCO EXCH TRD SLF IDX FD $573.06万1.03%308,513 24,4808.6% $45.47万 加仓
— INVESCO EXCH TRD SLF IDX FD $579.26万1.04%234,983 3,5151.5% $8.66万 加仓
SCHA SCHWAB STRATEGIC TR $602.07万1.08%166,639 -6,618-3.8% -$23.91万 减仓
VUG VANGUARD INDEX FDS $633.50万1.14%73,543 -1,949-2.6% -$16.79万 减仓
VTV VANGUARD INDEX FDS $653.22万1.18%29,974 -310-1.0% -$6.76万 减仓
SCHD SCHWAB STRATEGIC TR $689.09万1.24%217,305 -6,658-3.0% -$21.11万 减仓
FNDF SCHWAB STRATEGIC TR $694.50万1.25%131,634 31,52131.5% $166.30万 加仓
SPDW SPDR INDEX SHS FDS $695.90万1.25%138,105 3,9663.0% $19.98万 加仓
BSCS INVESCO EXCH TRD SLF IDX FD $713.71万1.29%350,461 17,0455.1% $34.71万 加仓
BSCY INVESCO EXCH TRD SLF IDX FD $716.42万1.29%346,682 7,6052.2% $15.72万 加仓
BOND PIMCO ETF TR $791.75万1.43%85,864 8,93011.6% $82.34万 加仓
BSCR INVESCO EXCH TRD SLF IDX FD $802.22万1.45%408,983 18,1684.6% $35.64万 加仓
FNDX SCHWAB STRATEGIC TR $871.12万1.57%280,104 10,2523.8% $31.88万 加仓
VYMI VANGUARD WHITEHALL FDS $929.33万1.67%94,636 3,8404.2% $37.71万 加仓
BSCX INVESCO EXCH TRD SLF IDX FD $945.82万1.70%449,212 16,4013.8% $34.53万 加仓
BSCQ INVESCO EXCH TRD SLF IDX FD $1,034.11万1.86%529,635 -3,165-0.6% -$6.18万 减仓
SPYV SPDR SERIES TRUST $1,228.84万2.21%202,146 4,8142.4% $29.26万 加仓
VCSH VANGUARD SCOTTSDALE FDS $1,247.29万2.25%157,822 10,7487.3% $84.94万 加仓
SPYG SPDR SERIES TRUST $1,400.11万2.52%117,665 -947-0.8% -$11.27万 减仓
PG PROCTER & GAMBLE CO $1,403.53万2.53%95,712 00.0% — 不变
AGG ISHARES TR $1,407.53万2.54%142,203 10,3247.8% $102.19万 加仓
SCHF SCHWAB STRATEGIC TR $1,801.61万3.25%650,399 -15,882-2.4% -$43.99万 减仓
SCHX SCHWAB STRATEGIC TR $1,998.56万3.60%679,092 6580.1% $1.94万 加仓
VOO VANGUARD INDEX FDS $5,750.97万10.36%83,736 2,6493.3% $181.93万 加仓