BCS Wealth Management
JOHNSON CITY TN · SEC CIK 0001798172
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -3,862 | -100.0% | -$25.10万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -3,250 | -100.0% | -$24.16万 | 清仓 |
| FSK | FS KKR CAP CORP | $14.09万 | 0.03% | 13,421 | 171 | 1.3% | $1,795 | 加仓 |
| PSX | PHILLIPS 66 | $20.06万 | 0.04% | 1,187 | -118 | -9.0% | -$1.99万 | 减仓 |
| LIN | LINDE PLC | $20.24万 | 0.04% | 390 | 390 | — | $20.24万 | 新建仓 |
| FEZ | SPDR INDEX SHS FDS | $20.27万 | 0.04% | 2,951 | -2,951 | -50.0% | -$20.27万 | 重新持有 |
| AUPH | AURINIA PHARMACEUTICALS INC | $20.50万 | 0.04% | 12,083 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $20.60万 | 0.04% | 1,360 | 1,360 | — | $20.60万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $20.62万 | 0.04% | 925 | -52 | -5.3% | -$1.16万 | 减仓 |
| PTLC | PACER FDS TR | $20.64万 | 0.04% | 3,542 | -3,538 | -50.0% | -$20.61万 | 重新持有 |
| KJAN | INNOVATOR ETFS TRUST | $21.25万 | 0.04% | 4,658 | -4,658 | -50.0% | -$21.25万 | 重新持有 |
| — | INVESCO EXCH TRD SLF IDX FD | $21.88万 | 0.04% | 8,536 | 8,536 | — | $21.88万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $21.97万 | 0.04% | 4,344 | 0 | 0.0% | — | 不变 |
| IJAN | INNOVATOR ETFS TRUST | $22.00万 | 0.04% | 5,776 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $22.41万 | 0.04% | 1,145 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $22.51万 | 0.04% | 9,130 | 73 | 0.8% | $1,800 | 加仓 |
| WFC | WELLS FARGO & CO | $23.07万 | 0.04% | 2,792 | 221 | 8.6% | $1.83万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $23.18万 | 0.04% | 685 | -353 | -34.0% | -$11.94万 | 重新持有 |
| PDI | PIMCO DYNAMIC INCOME FD | $23.22万 | 0.04% | 13,904 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $23.25万 | 0.04% | 326 | -302 | -48.1% | -$21.54万 | 重新持有 |
| EMN | EASTMAN CHEM CO | $23.77万 | 0.04% | 3,549 | 289 | 8.9% | $1.94万 | 加仓 |
| NVS | NOVARTIS AG | $24.03万 | 0.04% | 1,533 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $24.19万 | 0.04% | 1,416 | 1,416 | — | $24.19万 | 新建仓 |
| SUB | ISHARES TR | $24.40万 | 0.04% | 2,292 | 0 | 0.0% | — | 不变 |
| BSM | BLACK STONE MINERALS L P | $24.61万 | 0.04% | 17,614 | -683 | -3.7% | -$9,541 | 减仓 |
| GAM | GENERAL AMERN INVS CO INC | $24.65万 | 0.04% | 3,866 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $25.09万 | 0.05% | 4,021 | -36 | -0.9% | -$2,246 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $25.26万 | 0.05% | 2,358 | 0 | 0.0% | — | 不变 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $25.28万 | 0.05% | 11,311 | 11,311 | — | $25.28万 | 新建仓 |
| AES | AES CORP | $25.38万 | 0.05% | 17,314 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $25.39万 | 0.05% | 10,834 | 526 | 5.1% | $1.23万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $25.43万 | 0.05% | 8,603 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $25.49万 | 0.05% | 334 | -450 | -57.4% | -$34.34万 | 重新持有 |
| ADI | ANALOG DEVICES INC | $26.21万 | 0.05% | 660 | 660 | — | $26.21万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $26.22万 | 0.05% | 4,266 | -179 | -4.0% | -$1.10万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $26.48万 | 0.05% | 11,880 | 1,442 | 13.8% | $3.21万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $26.51万 | 0.05% | 6,261 | -857 | -12.0% | -$3.63万 | 减仓 |
| — | VANECK ETF TRUST | $26.57万 | 0.05% | 7,991 | -57 | -0.7% | -$1,895 | 减仓 |
| GLD | SPDR GOLD TR | $26.63万 | 0.05% | 723 | 86 | 13.5% | $3.17万 | 加仓 |
| FIX | COMFORT SYS USA INC | $26.95万 | 0.05% | 136 | -136 | -50.0% | -$26.95万 | 重新持有 |
| HDV | ISHARES TR | $28.00万 | 0.05% | 10,215 | -1,380 | -11.9% | -$3.78万 | 减仓 |
| TXN | TEXAS INSTRS INC | $28.23万 | 0.05% | 947 | -253 | -21.1% | -$7.54万 | 重新持有 |
| URTH | ISHARES INC | $28.86万 | 0.05% | 1,424 | 1,424 | — | $28.86万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $29.16万 | 0.05% | 5,162 | -456 | -8.1% | -$2.58万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $29.42万 | 0.05% | 7,314 | -58 | -0.8% | -$2,333 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $29.46万 | 0.05% | 5,112 | -110 | -2.1% | -$6,339 | 减仓 |
| FDX | FEDEX CORP | $29.58万 | 0.05% | 945 | -27 | -2.8% | -$8,452 | 减仓 |
| CSX | CSX CORP | $29.66万 | 0.05% | 6,240 | -178 | -2.8% | -$8,460 | 减仓 |
| AMGN | AMGEN INC | $30.53万 | 0.05% | 843 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $30.93万 | 0.06% | 1,300 | 46 | 3.7% | $1.09万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $31.22万 | 0.06% | 5,878 | -25 | -0.4% | -$1,328 | 减仓 |
| — | INNOVATOR ETFS TRUST | $31.63万 | 0.06% | 10,389 | 0 | 0.0% | — | 不变 |
| NJAN | INNOVATOR ETFS TRUST | $31.71万 | 0.06% | 5,372 | 0 | 0.0% | — | 不变 |
| BJAN | INNOVATOR ETFS TRUST | $32.88万 | 0.06% | 5,585 | -612 | -9.9% | -$3.60万 | 减仓 |
| BNOV | INNOVATOR ETFS TRUST | $33.48万 | 0.06% | 7,002 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $33.96万 | 0.06% | 9,090 | -775 | -7.9% | -$2.90万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $34.52万 | 0.06% | 4,177 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $34.84万 | 0.06% | 4,160 | -27 | -0.6% | -$2,261 | 减仓 |
| CVS | CVS HEALTH CORP | $35.15万 | 0.06% | 3,398 | -406 | -10.7% | -$4.20万 | 减仓 |
| LOW | LOWES COS INC | $36.26万 | 0.07% | 1,645 | -26 | -1.6% | -$5,731 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $36.38万 | 0.07% | 3,102 | -79 | -2.5% | -$9,265 | 减仓 |
| KAPR | INNOVATOR ETFS TRUST | $36.56万 | 0.07% | 9,187 | -53 | -0.6% | -$2,109 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $36.80万 | 0.07% | 1,309 | -33 | -2.5% | -$9,277 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $37.86万 | 0.07% | 11,374 | -153 | -1.3% | -$5,093 | 减仓 |
| CSCO | CISCO SYS INC | $38.09万 | 0.07% | 3,243 | 256 | 8.6% | $3.01万 | 加仓 |
| ORC | ORCHID IS CAP INC | $38.25万 | 0.07% | 54,876 | 1,938 | 3.7% | $1.35万 | 加仓 |
| — | NEOS ETF TRUST | $38.34万 | 0.07% | 7,913 | 2,037 | 34.7% | $9.87万 | 加仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $38.49万 | 0.07% | 10,620 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $39.58万 | 0.07% | 5,197 | 50 | 1.0% | $3,808 | 加仓 |
| MGK | VANGUARD WORLD FD | $40.44万 | 0.07% | 4,600 | 0 | 0.0% | — | 不变 |
| M | MACYS INC | $41.01万 | 0.07% | 17,415 | 93 | 0.5% | $2,190 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $41.40万 | 0.07% | 18,037 | 5,496 | 43.8% | $12.62万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $41.52万 | 0.07% | 16,321 | -1,538 | -8.6% | -$3.91万 | 减仓 |
| BAC | BANK OF AMER CORP | $42.02万 | 0.08% | 7,374 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $42.17万 | 0.08% | 437 | -437 | -50.0% | -$42.17万 | 重新持有 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $42.65万 | 0.08% | 16,500 | 108 | 0.7% | $2,792 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $42.68万 | 0.08% | 4,750 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $42.90万 | 0.08% | 676 | -16 | -2.3% | -$1.02万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $43.47万 | 0.08% | 16,477 | 793 | 5.1% | $2.09万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $43.86万 | 0.08% | 854 | 27 | 3.3% | $1.39万 | 加仓 |
| UMAR | INNOVATOR ETFS TRUST | $45.28万 | 0.08% | 10,718 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $45.34万 | 0.08% | 2,131 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $45.65万 | 0.08% | 12,033 | -25 | -0.2% | -$948 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $45.88万 | 0.08% | 12,403 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $46.87万 | 0.08% | 501 | -9 | -1.8% | -$8,419 | 减仓 |
| BOCT | INNOVATOR ETFS TRUST | $47.53万 | 0.09% | 8,964 | -580 | -6.1% | -$3.08万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $47.78万 | 0.09% | 14,066 | -61 | -0.4% | -$2,072 | 减仓 |
| HOMB | HOME BANCSHARES INC | $48.53万 | 0.09% | 17,000 | 17,000 | — | $48.53万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $48.95万 | 0.09% | 6,870 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $49.19万 | 0.09% | 1,140 | -910 | -44.4% | -$39.26万 | 重新持有 |
| IWS | ISHARES TR | $49.38万 | 0.09% | 3,000 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $49.39万 | 0.09% | 4,133 | -83 | -2.0% | -$9,919 | 减仓 |
| SOXX | ISHARES TR | $50.32万 | 0.09% | 785 | -63 | -7.4% | -$4.04万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $51.40万 | 0.09% | 21,704 | -1,753 | -7.5% | -$4.15万 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $51.70万 | 0.09% | 9,804 | -78 | -0.8% | -$4,113 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $52.55万 | 0.09% | 6,787 | -289 | -4.1% | -$2.24万 | 减仓 |
| NFLX | NETFLIX INC. | $52.75万 | 0.10% | 7,388 | 71 | 1.0% | $5,069 | 加仓 |
| BMAR | INNOVATOR ETFS TRUST | $53.07万 | 0.10% | 9,209 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $53.66万 | 0.10% | 1,521 | -178 | -10.5% | -$6.28万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $53.85万 | 0.10% | 927 | -849 | -47.8% | -$49.32万 | 重新持有 |