13F 机构持仓

BCS Wealth Management

JOHNSON CITY TN · SEC CIK 0001798172

2026Q22026Q1 更早 9 个季度 🔒
$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
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 9.9%
SCHX 3.6%
SCHF 3.4%
PG 2.8%
AGG 2.7%
VCSH 2.4%
SPYG 2.4%
SPYV 2.3%
BSCQ 2.1%
BSCX 1.9%

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
MINO PIMCO ETF TR $187.78万0.38%41,571 -41,351-49.9% -$186.78万 减仓
MRK MERCK & CO INC $192.03万0.39%15,965 -15,991-50.0% -$192.34万 减仓
SCHV SCHWAB STRATEGIC TR $196.21万0.40%64,330 -67,628-51.2% -$206.27万 减仓
CALF PACER FDS TR $202.37万0.41%45,101 -52,579-53.8% -$235.93万 减仓
PJUL INNOVATOR ETFS TRUST $212.41万0.43%46,208 -49,302-51.6% -$226.63万 减仓
VB VANGUARD INDEX FDS $216.20万0.44%8,255 -7,979-49.1% -$208.98万 减仓
AMZN AMAZON COM INC $220.64万0.45%10,594 -10,312-49.3% -$214.76万 减仓
PDEC INNOVATOR ETFS TRUST $221.19万0.45%52,045 -52,977-50.4% -$225.15万 减仓
FNDC SCHWAB STRATEGIC TR $229.40万0.47%49,484 -30,018-37.8% -$139.16万 减仓
PAUG INNOVATOR ETFS TRUST $236.57万0.48%55,377 -59,103-51.6% -$252.49万 减仓
MSFT MICROSOFT CORP $238.86万0.49%6,452 -9,112-58.5% -$337.34万 减仓
BSCZ INVESCO EXCH TRD SLF IDX FD $249.75万0.51%121,711 -109,657-47.4% -$225.02万 减仓
IEMG ISHARES INC $252.34万0.52%36,178 -43,193-54.4% -$301.27万 减仓
PMAR INNOVATOR ETFS TRUST $253.34万0.52%56,777 -58,149-50.6% -$259.46万 减仓
NOBL PROSHARES TR $279.43万0.57%26,360 -28,760-52.2% -$304.87万 减仓
FLRN SPDR SERIES TRUST $285.90万0.58%92,882 -97,537-51.2% -$300.22万 减仓
SCHC SCHWAB STRATEGIC TR $288.80万0.59%61,787 -64,253-51.0% -$300.32万 减仓
SPY STATE STR SPDR S&P 500 ETF T $292.47万0.60%4,496 -4,219-48.4% -$274.45万 减仓
SCHB SCHWAB STRATEGIC TR $296.99万0.61%118,319 -151,563-56.2% -$380.43万 减仓
QQQM INVESCO EXCH TRADED FD TR II $298.78万0.61%12,574 -11,443-47.6% -$271.90万 减仓
VIOO VANGUARD ADMIRAL FDS INC $338.15万0.69%29,448 -22,956-43.8% -$263.60万 减仓
NVDA NVIDIA CORPORATION $347.07万0.71%19,900 -20,258-50.4% -$353.32万 减仓
QQQ INVESCO QQQ TR $378.32万0.77%6,555 -7,025-51.7% -$405.45万 减仓
VXF VANGUARD INDEX FDS $383.29万0.78%18,624 -14,333-43.5% -$294.98万 减仓
PFEB INNOVATOR ETFS TRUST $459.10万0.94%114,488 -124,996-52.2% -$501.23万 减仓
VTI VANGUARD INDEX FDS $466.99万0.95%14,556 -8,932-38.0% -$286.56万 减仓
BSCU INVESCO EXCH TRD SLF IDX FD $467.02万0.95%279,332 -275,570-49.7% -$460.73万 减仓
AAPL APPLE INC $472.56万0.96%18,621 -18,969-50.5% -$481.39万 减仓
COWZ PACER FDS TR $479.08万0.98%76,580 -77,512-50.3% -$484.91万 减仓
FNDF SCHWAB STRATEGIC TR $489.85万1.00%100,113 -40,225-28.7% -$196.82万 减仓
MUNI PIMCO ETF TR $493.48万1.01%94,554 -83,404-46.9% -$435.29万 减仓
BSCV INVESCO EXCH TRD SLF IDX FD $502.79万1.03%305,460 -315,412-50.8% -$519.17万 减仓
SCHA SCHWAB STRATEGIC TR $503.84万1.03%173,257 -186,102-51.8% -$541.19万 减仓
BSCW INVESCO EXCH TRD SLF IDX FD $506.44万1.03%245,987 -248,149-50.2% -$510.89万 减仓
RGLD ROYAL GOLD INC $526.26万1.07%20,679 -20,607-49.9% -$524.43万 减仓
BSCT INVESCO EXCH TRD SLF IDX FD $530.02万1.08%284,033 -262,559-48.0% -$489.95万 减仓
VUG VANGUARD INDEX FDS $549.58万1.12%12,582 -12,253-49.3% -$535.21万 减仓
— INVESCO EXCH TRD SLF IDX FD $561.49万1.15%231,468 -133,755-36.6% -$324.46万 减仓
VTV VANGUARD INDEX FDS $594.17万1.21%30,284 -28,061-48.1% -$550.56万 减仓
SPDW SPDR INDEX SHS FDS $612.34万1.25%134,139 -126,209-48.5% -$576.14万 减仓
BSCS INVESCO EXCH TRD SLF IDX FD $680.94万1.39%333,416 -329,080-49.7% -$672.08万 减仓
SCHD SCHWAB STRATEGIC TR $687.13万1.40%223,963 -238,824-51.6% -$732.72万 减仓
BSCY INVESCO EXCH TRD SLF IDX FD $701.82万1.43%339,077 -327,143-49.1% -$677.12万 减仓
BOND PIMCO ETF TR $709.95万1.45%76,934 -57,415-42.7% -$529.83万 减仓
FNDX SCHWAB STRATEGIC TR $751.54万1.53%269,852 -199,702-42.5% -$556.17万 减仓
BSCR INVESCO EXCH TRD SLF IDX FD $766.98万1.57%390,815 -409,400-51.2% -$803.45万 减仓
VYMI VANGUARD WHITEHALL FDS $855.65万1.75%90,796 -70,504-43.7% -$664.42万 减仓
BSCX INVESCO EXCH TRD SLF IDX FD $915.40万1.87%432,811 -441,362-50.5% -$933.48万 减仓
BSCQ INVESCO EXCH TRD SLF IDX FD $1,040.56万2.12%532,800 -565,196-51.5% -$1,103.83万 减仓
SPYV SPDR SERIES TRUST $1,116.50万2.28%197,332 -165,249-45.6% -$934.98万 减仓
SPYG SPDR SERIES TRUST $1,161.34万2.37%118,612 -101,951-46.2% -$998.21万 减仓
VCSH VANGUARD SCOTTSDALE FDS $1,165.87万2.38%147,074 -140,958-48.9% -$1,117.39万 减仓
AGG ISHARES TR $1,309.17万2.67%131,879 -114,929-46.6% -$1,140.90万 减仓
PG PROCTER & GAMBLE CO $1,382.47万2.82%95,712 -96,850-50.3% -$1,398.91万 减仓
SCHF SCHWAB STRATEGIC TR $1,649.06万3.37%666,281 -645,634-49.2% -$1,597.96万 减仓
SCHX SCHWAB STRATEGIC TR $1,739.49万3.55%678,434 -666,366-49.6% -$1,708.55万 减仓
VOO VANGUARD INDEX FDS $4,845.28万9.89%81,087 -70,728-46.6% -$4,226.29万 减仓