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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $98.38万 | 0.20% | 4,756 | -5,116 | -51.8% | -$105.83万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $96.04万 | 0.20% | 7,334 | -7,332 | -50.0% | -$96.01万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $93.59万 | 0.19% | 12,710 | -5,606 | -30.6% | -$41.28万 | 减仓 |
| — | NEOS ETF TRUST | $93.00万 | 0.19% | 19,072 | 4,590 | 31.7% | $22.38万 | 加仓 |
| IOO | ISHARES TR | $92.82万 | 0.19% | 7,673 | -7,673 | -50.0% | -$92.82万 | 减仓 |
| MCD | MCDONALDS CORP | $89.90万 | 0.18% | 2,893 | -2,899 | -50.1% | -$90.09万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $88.83万 | 0.18% | 2,939 | -3,015 | -50.6% | -$91.13万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $87.78万 | 0.18% | 9,451 | -8,357 | -46.9% | -$77.62万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $87.53万 | 0.18% | 2,976 | -3,022 | -50.4% | -$88.88万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $85.54万 | 0.17% | 3,499 | -3,587 | -50.6% | -$87.69万 | 减仓 |
| BJUL | INNOVATOR ETFS TRUST | $85.36万 | 0.17% | 17,180 | -17,418 | -50.3% | -$86.54万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $84.68万 | 0.17% | 21,314 | -17,416 | -45.0% | -$69.19万 | 减仓 |
| IJUL | INNOVATOR ETFS TRUST | $84.60万 | 0.17% | 25,067 | -26,367 | -51.3% | -$88.99万 | 减仓 |
| WMT | WALMART INC | $84.20万 | 0.17% | 6,775 | -7,659 | -53.1% | -$95.19万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $83.71万 | 0.17% | 1,385 | -1,385 | -50.0% | -$83.71万 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $81.66万 | 0.17% | 16,718 | -16,918 | -50.3% | -$82.64万 | 减仓 |
| ITOT | ISHARES TR | $81.11万 | 0.17% | 5,695 | -5,695 | -50.0% | -$81.11万 | 减仓 |
| RTX | RTX CORPORATION | $80.79万 | 0.16% | 4,188 | -3,952 | -48.6% | -$76.23万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $77.04万 | 0.16% | 3,545 | -3,692 | -51.0% | -$80.24万 | 减仓 |
| SHM | SPDR SERIES TRUST | $76.75万 | 0.16% | 16,047 | -12,075 | -42.9% | -$57.75万 | 减仓 |
| IAPR | INNOVATOR ETFS TRUST | $75.62万 | 0.15% | 23,876 | -28,350 | -54.3% | -$89.78万 | 减仓 |
| IYJ | ISHARES TR | $75.25万 | 0.15% | 5,100 | -5,100 | -50.0% | -$75.25万 | 减仓 |
| PFE | PFIZER INC | $74.89万 | 0.15% | 26,670 | -26,670 | -50.0% | -$74.89万 | 减仓 |
| KO | COCA COLA CO | $74.14万 | 0.15% | 9,750 | -10,590 | -52.1% | -$80.53万 | 减仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $73.66万 | 0.15% | 26,639 | -25,581 | -49.0% | -$70.73万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $72.19万 | 0.15% | 3,357 | -2,949 | -46.8% | -$63.41万 | 减仓 |
| IJH | ISHARES TR | $71.34万 | 0.15% | 10,565 | -10,285 | -49.3% | -$69.45万 | 减仓 |
| NFLX | NETFLIX INC. | $70.35万 | 0.14% | 7,317 | -7,317 | -50.0% | -$70.35万 | 减仓 |
| TSLA | TESLA INC | $68.91万 | 0.14% | 1,854 | -1,708 | -48.0% | -$63.49万 | 减仓 |
| SO | SOUTHERN CO | $68.63万 | 0.14% | 7,110 | -7,128 | -50.1% | -$68.80万 | 减仓 |
| GE | GE AEROSPACE | $66.75万 | 0.14% | 2,352 | -2,337 | -49.8% | -$66.32万 | 减仓 |
| ABBV | ABBVIE INC | $65.79万 | 0.13% | 3,025 | -2,827 | -48.3% | -$61.48万 | 减仓 |
| BFEB | INNOVATOR ETFS TRUST | $65.41万 | 0.13% | 13,712 | -13,686 | -50.0% | -$65.29万 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $65.09万 | 0.13% | 16,296 | -16,412 | -50.2% | -$65.55万 | 减仓 |
| SPYI | NEOS ETF TRUST | $63.34万 | 0.13% | 12,829 | -7,201 | -36.0% | -$35.55万 | 减仓 |
| IYK | ISHARES TR | $63.03万 | 0.13% | 9,000 | -9,000 | -50.0% | -$63.03万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $62.99万 | 0.13% | 18,875 | -18,875 | -50.0% | -$62.99万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $62.97万 | 0.13% | 2,447 | -2,447 | -50.0% | -$62.97万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $61.24万 | 0.12% | 25,233 | -25,213 | -50.0% | -$61.19万 | 减仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $60.84万 | 0.12% | 27,349 | -27,349 | -50.0% | -$60.84万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $59.95万 | 0.12% | 24,871 | -23,493 | -48.6% | -$56.63万 | 减仓 |
| ANGL | VANECK ETF TRUST | $59.11万 | 0.12% | 20,581 | -20,579 | -50.0% | -$59.10万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $58.48万 | 0.12% | 2,811 | -2,811 | -50.0% | -$58.48万 | 减仓 |
| AMAT | APPLIED MATLS INC | $57.96万 | 0.12% | 1,696 | -1,692 | -49.9% | -$57.83万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $57.76万 | 0.12% | 1,766 | -1,846 | -51.1% | -$60.38万 | 减仓 |
| UNP | UNION PAC CORP | $57.60万 | 0.12% | 2,374 | -2,456 | -50.8% | -$59.59万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $57.44万 | 0.12% | 3,940 | 3,940 | — | $57.44万 | 新建仓 |
| META | META PLATFORMS INC | $56.76万 | 0.12% | 992 | -962 | -49.2% | -$55.04万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $56.59万 | 0.12% | 13,860 | -10,072 | -42.1% | -$41.12万 | 减仓 |
| HD | HOME DEPOT INC | $55.89万 | 0.11% | 1,699 | -1,759 | -50.9% | -$57.86万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $53.15万 | 0.11% | 6,780 | -7,210 | -51.5% | -$56.52万 | 减仓 |
| DLS | WISDOMTREE TR | $52.96万 | 0.11% | 6,497 | 6,497 | — | $52.96万 | 新建仓 |
| AVGO | BROADCOM INC | $52.49万 | 0.11% | 1,696 | -1,650 | -49.3% | -$51.07万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $52.16万 | 0.11% | 10,795 | -10,795 | -50.0% | -$52.16万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $52.15万 | 0.11% | 2,830 | -2,830 | -50.0% | -$52.15万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $52.11万 | 0.11% | 3,975 | -3,969 | -50.0% | -$52.03万 | 减仓 |
| V | VISA INC | $51.20万 | 0.10% | 1,694 | -1,954 | -53.6% | -$59.06万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $50.82万 | 0.10% | 510 | -686 | -57.4% | -$68.36万 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $50.53万 | 0.10% | 7,076 | -7,076 | -50.0% | -$50.53万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $50.41万 | 0.10% | 23,457 | -27,147 | -53.6% | -$58.34万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $49.21万 | 0.10% | 3,703 | -3,703 | -50.0% | -$49.21万 | 减仓 |
| GEV | GE VERNOVA INC | $49.14万 | 0.10% | 563 | -564 | -50.0% | -$49.23万 | 减仓 |
| BMAR | INNOVATOR ETFS TRUST | $48.34万 | 0.10% | 9,209 | -12,169 | -56.9% | -$63.87万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $48.20万 | 0.10% | 18,455 | -18,491 | -50.0% | -$48.30万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $48.07万 | 0.10% | 2,250 | -2,252 | -50.0% | -$48.12万 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $47.52万 | 0.10% | 9,882 | -9,946 | -50.2% | -$47.82万 | 减仓 |
| BOCT | INNOVATOR ETFS TRUST | $45.80万 | 0.09% | 9,544 | -9,808 | -50.7% | -$47.07万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $45.25万 | 0.09% | 14,127 | -14,349 | -50.4% | -$45.96万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $44.93万 | 0.09% | 12,711 | 12,711 | — | $44.93万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $44.29万 | 0.09% | 17,859 | -12,043 | -40.3% | -$29.87万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $44.29万 | 0.09% | 11,527 | -15,155 | -56.8% | -$58.23万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $44.02万 | 0.09% | 6,870 | -6,856 | -49.9% | -$43.93万 | 减仓 |
| IWS | ISHARES TR | $43.72万 | 0.09% | 3,000 | -3,000 | -50.0% | -$43.72万 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $43.47万 | 0.09% | 12,403 | -12,441 | -50.1% | -$43.61万 | 减仓 |
| UMAR | INNOVATOR ETFS TRUST | $42.59万 | 0.09% | 10,718 | -10,718 | -50.0% | -$42.59万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $42.52万 | 0.09% | 2,871 | -2,266 | -44.1% | -$33.56万 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $41.50万 | 0.08% | 16,392 | 16,392 | — | $41.50万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $41.32万 | 0.08% | 827 | -827 | -50.0% | -$41.32万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $41.22万 | 0.08% | 15,684 | 15,684 | — | $41.22万 | 新建仓 |
| ETN | EATON CORP PLC | $41.13万 | 0.08% | 1,150 | -1,130 | -49.6% | -$40.42万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $40.90万 | 0.08% | 2,131 | -2,131 | -50.0% | -$40.90万 | 减仓 |
| BOTZ | GLOBAL X FDS | $40.06万 | 0.08% | 12,058 | -11,182 | -48.1% | -$37.15万 | 减仓 |
| LOW | LOWES COS INC | $39.47万 | 0.08% | 1,671 | -1,775 | -51.5% | -$41.93万 | 减仓 |
| DE | DEERE & CO | $39.00万 | 0.08% | 692 | -692 | -50.0% | -$39.00万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $38.23万 | 0.08% | 1,413 | -1,499 | -51.5% | -$40.56万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $37.92万 | 0.08% | 2,586 | -1,694 | -39.6% | -$24.84万 | 减仓 |
| ORC | ORCHID IS CAP INC | $37.22万 | 0.08% | 52,938 | -9,952 | -15.8% | -$7.00万 | 减仓 |
| VGT | VANGUARD WORLD FD | $36.75万 | 0.08% | 527 | -527 | -50.0% | -$36.75万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $36.16万 | 0.07% | 5,903 | -5,539 | -48.4% | -$33.93万 | 减仓 |
| BAC | BANK AMERICA CORP | $35.95万 | 0.07% | 7,374 | -9,078 | -55.2% | -$44.26万 | 减仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $35.76万 | 0.07% | 10,620 | -10,620 | -50.0% | -$35.76万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $35.73万 | 0.07% | 7,118 | -8,150 | -53.4% | -$40.91万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $35.18万 | 0.07% | 7,372 | -7,616 | -50.8% | -$36.34万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $34.67万 | 0.07% | 3,181 | -3,181 | -50.0% | -$34.67万 | 减仓 |
| FDX | FEDEX CORP | $34.62万 | 0.07% | 972 | -968 | -49.9% | -$34.48万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $34.56万 | 0.07% | 4,177 | -4,087 | -49.5% | -$33.82万 | 减仓 |
| MGK | VANGUARD WORLD FD | $33.80万 | 0.07% | 920 | -872 | -48.7% | -$32.04万 | 减仓 |
| KAPR | INNOVATOR ETFS TRUST | $33.50万 | 0.07% | 9,240 | -11,712 | -55.9% | -$42.46万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $33.47万 | 0.07% | 9,865 | -9,865 | -50.0% | -$33.47万 | 减仓 |
| — | NEOS ETF TRUST | $33.42万 | 0.07% | 5,876 | -5,876 | -50.0% | -$33.42万 | 减仓 |