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
IUSB ISHARES TR $00.00%0 -37,844-100.0% -$176.13万 清仓
IVW ISHARES TR $00.00%0 -7,726-100.0% -$95.23万 清仓
QUAL ISHARES TR $00.00%0 -3,224-100.0% -$64.03万 清仓
BSX BOSTON SCIENTIFIC CORP $00.00%0 -6,498-100.0% -$61.96万 清仓
MBB ISHARES TR $00.00%0 -5,876-100.0% -$55.95万 清仓
GBTC GRAYSCALE BITCOIN TRUST ETF $00.00%0 -7,514-100.0% -$51.37万 清仓
SHYD VANECK ETF TRUST $00.00%0 -20,988-100.0% -$48.08万 清仓
EFG ISHARES TR $00.00%0 -3,682-100.0% -$41.95万 清仓
QQQE DIREXION SHS ETF TR $00.00%0 -4,042-100.0% -$41.33万 清仓
BMAY INNOVATOR ETFS TRUST $00.00%0 -8,982-100.0% -$40.25万 清仓
RCL ROYAL CARIBBEAN GROUP $00.00%0 -1,442-100.0% -$40.22万 清仓
IWF ISHARES TR $00.00%0 —— — 申报中断
ITW ILLINOIS TOOL WKS INC $00.00%0 -1,604-100.0% -$39.49万 清仓
PTLC PACER FDS TR $00.00%0 —— — 申报中断
KJAN INNOVATOR ETFS TRUST $00.00%0 —— — 申报中断
AXP AMERICAN EXPRESS CO $00.00%0 —— — 申报中断
ABT ABBOTT LABS $00.00%0 -3,060-100.0% -$38.34万 清仓
AMD ADVANCED MICRO DEVICES INC $00.00%0 —— — 申报中断
FEZ SPDR INDEX SHS FDS $00.00%0 —— — 申报中断
MAA MID-AMER APT CMNTYS INC $00.00%0 -2,712-100.0% -$37.66万 清仓
CRWD CROWDSTRIKE HLDGS INC $00.00%0 —— — 申报中断
IYW ISHARES TR $00.00%0 -1,824-100.0% -$36.42万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -12,418-100.0% -$36.29万 清仓
BX BLACKSTONE INC $00.00%0 -2,352-100.0% -$36.25万 清仓
EFA ISHARES TR $00.00%0 -3,748-100.0% -$35.99万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -14,444-100.0% -$35.60万 清仓
IBB ISHARES TR $00.00%0 -2,078-100.0% -$35.07万 清仓
XLG INVESCO EXCHANGE TRADED FD T $00.00%0 -5,900-100.0% -$34.98万 清仓
DIS DISNEY WALT CO $00.00%0 -3,057-100.0% -$34.79万 清仓
VMC VULCAN MATLS CO $00.00%0 -1,216-100.0% -$34.68万 清仓
IBTH ISHARES TR $00.00%0 -15,374-100.0% -$34.55万 清仓
BABA ALIBABA GROUP HLDG LTD $00.00%0 -2,312-100.0% -$33.89万 清仓
IVE ISHARES TR $00.00%0 -1,572-100.0% -$33.34万 清仓
ICOW PACER FDS TR $00.00%0 -8,590-100.0% -$33.23万 清仓
NRG NRG ENERGY INC $00.00%0 -2,056-100.0% -$32.74万 清仓
BAPR INNOVATOR ETFS TRUST $00.00%0 -6,796-100.0% -$32.61万 清仓
IYH ISHARES TR $00.00%0 -5,000-100.0% -$32.55万 清仓
ATO ATMOS ENERGY CORP $00.00%0 -1,926-100.0% -$32.28万 清仓
CMI CUMMINS INC $00.00%0 —— — 申报中断
UJUN INNOVATOR ETFS TRUST $00.00%0 -8,564-100.0% -$32.03万 清仓
ORCL ORACLE CORP $00.00%0 -1,632-100.0% -$31.80万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -11,904-100.0% -$31.58万 清仓
FDL FIRST TR EXCHANGE-TRADED FD $00.00%0 -7,108-100.0% -$31.52万 清仓
FREL FIDELITY COVINGTON TRUST $00.00%0 -11,664-100.0% -$31.36万 清仓
DYNF BLACKROCK ETF TRUST $00.00%0 -5,102-100.0% -$31.03万 清仓
REGN REGENERON PHARMACEUTICALS $00.00%0 -400-100.0% -$30.87万 清仓
MSTR STRATEGY INC $00.00%0 -2,030-100.0% -$30.85万 清仓
SDY SPDR SERIES TRUST $00.00%0 -2,214-100.0% -$30.81万 清仓
CEG CONSTELLATION ENERGY CORP $00.00%0 -870-100.0% -$30.73万 清仓
USMV ISHARES TR $00.00%0 -3,242-100.0% -$30.53万 清仓
SFLR INNOVATOR ETFS TRUST $00.00%0 -8,242-100.0% -$30.38万 清仓
HEI HEICO CORP NEW $00.00%0 -936-100.0% -$30.29万 清仓
EEM ISHARES TR $00.00%0 -5,376-100.0% -$29.41万 清仓
CB CHUBB LIMITED $00.00%0 -940-100.0% -$29.34万 清仓
EMXC ISHARES INC $00.00%0 -4,032-100.0% -$29.30万 清仓
IEV ISHARES TR $00.00%0 -4,230-100.0% -$29.02万 清仓
IWD ISHARES TR $00.00%0 -1,358-100.0% -$28.56万 清仓
MU MICRON TECHNOLOGY INC $00.00%0 —— — 申报中断
BSJS INVESCO EXCH TRD SLF IDX FD $00.00%0 -12,916-100.0% -$28.42万 清仓
TMO THERMO FISHER SCIENTIFIC INC $00.00%0 -486-100.0% -$28.16万 清仓
IBDS ISHARES TR $00.00%0 -11,590-100.0% -$28.14万 清仓
NOCT INNOVATOR ETFS TRUST $00.00%0 -4,830-100.0% -$27.98万 清仓
RWL INVESCO EXCH TRADED FD TR II $00.00%0 -2,418-100.0% -$27.69万 清仓
VO VANGUARD INDEX FDS $00.00%0 -950-100.0% -$27.55万 清仓
CRM SALESFORCE INC $00.00%0 -1,036-100.0% -$27.44万 清仓
FHN FIRST HORIZON CORPORATION $00.00%0 -11,352-100.0% -$27.13万 清仓
IWM ISHARES TR $00.00%0 -1,090-100.0% -$26.83万 清仓
DAL DELTA AIR LINES INC DEL $00.00%0 -3,814-100.0% -$26.47万 清仓
DELL DELL TECHNOLOGIES INC $00.00%0 —— — 申报中断
IYF ISHARES TR $00.00%0 -2,000-100.0% -$25.79万 清仓
FIX COMFORT SYS USA INC $00.00%0 —— — 申报中断
XLI SELECT SECTOR SPDR TR $00.00%0 -1,610-100.0% -$24.97万 清仓
UCB UNITED CMNTY BKS BLAIRSVLE G $00.00%0 -7,824-100.0% -$24.43万 清仓
USAC USA COMPRESSION PARTNERS LP $00.00%0 -10,578-100.0% -$24.33万 清仓
STX SEAGATE TECHNOLOGY HLDNGS PL $00.00%0 —— — 申报中断
SHEL SHELL PLC $00.00%0 -3,270-100.0% -$24.03万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -8,434-100.0% -$24.00万 清仓
ENB ENBRIDGE INC $00.00%0 -4,970-100.0% -$23.77万 清仓
IWR ISHARES TR $00.00%0 -2,462-100.0% -$23.70万 清仓
XLU SELECT SECTOR SPDR TR $00.00%0 —— — 申报中断
DHR DANAHER CORPORATION $00.00%0 -1,010-100.0% -$23.12万 清仓
SPGI S&P GLOBAL INC $00.00%0 -442-100.0% -$23.10万 清仓
SHOP SHOPIFY INC $00.00%0 -1,434-100.0% -$23.08万 清仓
PRU PRUDENTIAL FINL INC $00.00%0 -2,030-100.0% -$22.91万 清仓
BSMR INVESCO EXCH TRD SLF IDX FD $00.00%0 -9,648-100.0% -$22.83万 清仓
BINC BLACKROCK ETF TRUST II $00.00%0 -4,292-100.0% -$22.65万 清仓
— GRAYSCALE ETHEREUM TRUST ETF $00.00%0 -9,252-100.0% -$22.55万 清仓
IGOV ISHARES TR $00.00%0 -5,300-100.0% -$22.08万 清仓
GLDM WORLD GOLD TR $00.00%0 -2,582-100.0% -$22.04万 清仓
ADBE ADOBE INC $00.00%0 -624-100.0% -$21.84万 清仓
EMLC VANECK ETF TRUST $00.00%0 -8,440-100.0% -$21.79万 清仓
ETH GRAYSCALE ETHEREUM MINI TR E $00.00%0 -7,756-100.0% -$21.76万 清仓
FTNT FORTINET INC $00.00%0 -2,740-100.0% -$21.76万 清仓
UL UNILEVER PLC $00.00%0 -3,304-100.0% -$21.61万 清仓
XLF SELECT SECTOR SPDR TR $00.00%0 -3,928-100.0% -$21.51万 清仓
COR CENCORA INC $00.00%0 -630-100.0% -$21.28万 清仓
PGR PROGRESSIVE CORP $00.00%0 -932-100.0% -$21.22万 清仓
CORP PIMCO ETF TR $00.00%0 -2,164-100.0% -$21.18万 清仓
COP CONOCOPHILLIPS $00.00%0 -2,261-100.0% -$21.17万 清仓
DG DOLLAR GEN CORP NEW $00.00%0 -1,588-100.0% -$21.10万 清仓