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 |
|---|---|---|---|---|---|---|---|---|
| NAPR | INNOVATOR ETFS TRUST | $108.97万 | 0.20% | 18,407 | -1,242 | -6.3% | -$7.35万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $108.17万 | 0.19% | 3,305 | 329 | 11.1% | $10.77万 | 加仓 |
| BJUN | INNOVATOR ETFS TRUST | $108.01万 | 0.19% | 22,188 | -170 | -0.8% | -$8,276 | 减仓 |
| VBK | VANGUARD INDEX FDS | $107.48万 | 0.19% | 2,939 | 0 | 0.0% | — | 不变 |
| BALT | INNOVATOR ETFS TRUST | $105.21万 | 0.19% | 30,701 | -422 | -1.4% | -$1.45万 | 减仓 |
| IOO | ISHARES TR | $104.81万 | 0.19% | 7,673 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $104.38万 | 0.19% | 14,219 | 1,509 | 11.9% | $11.08万 | 加仓 |
| MOAT | VANECK ETF TRUST | $99.85万 | 0.18% | 9,605 | -585 | -5.7% | -$6.08万 | 减仓 |
| AVGO | BROADCOM INC | $97.65万 | 0.18% | 2,585 | 889 | 52.4% | $33.58万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $94.97万 | 0.17% | 3,739 | 240 | 6.9% | $6.10万 | 加仓 |
| ITOT | ISHARES TR | $93.55万 | 0.17% | 5,695 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $91.90万 | 0.17% | 7,260 | -74 | -1.0% | -$9,367 | 减仓 |
| RTX | RTX CORPORATION | $90.67万 | 0.16% | 4,779 | 591 | 14.1% | $11.21万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $90.53万 | 0.16% | 10,314 | 863 | 9.1% | $7.57万 | 加仓 |
| IJUL | INNOVATOR ETFS TRUST | $89.84万 | 0.16% | 24,975 | -92 | -0.4% | -$3,309 | 减仓 |
| ABBV | ABBVIE INC | $88.95万 | 0.16% | 3,535 | 510 | 16.9% | $12.83万 | 加仓 |
| BJUL | INNOVATOR ETFS TRUST | $88.60万 | 0.16% | 16,313 | -867 | -5.0% | -$4.71万 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $87.94万 | 0.16% | 16,403 | -315 | -1.9% | -$1.69万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $86.75万 | 0.16% | 2,002 | -248 | -11.0% | -$10.75万 | 减仓 |
| GE | GE AEROSPACE | $86.64万 | 0.16% | 2,318 | -34 | -1.4% | -$1.27万 | 减仓 |
| KO | COCA COLA CO | $86.51万 | 0.16% | 10,646 | 896 | 9.2% | $7.28万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $85.92万 | 0.15% | 3,536 | -9 | -0.3% | -$2,187 | 减仓 |
| IYJ | ISHARES TR | $84.99万 | 0.15% | 5,100 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $84.82万 | 0.15% | 28,115 | 282 | 1.0% | $8,508 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $84.31万 | 0.15% | 21,361 | 47 | 0.2% | $1,855 | 加仓 |
| IJH | ISHARES TR | $83.80万 | 0.15% | 10,868 | 303 | 2.9% | $2.34万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $83.42万 | 0.15% | 2,921 | 110 | 3.9% | $3.14万 | 加仓 |
| INTC | INTEL CORP | $83.18万 | 0.15% | 5,957 | -490 | -7.6% | -$6.84万 | 减仓 |
| IAPR | INNOVATOR ETFS TRUST | $81.20万 | 0.15% | 24,451 | 575 | 2.4% | $1.91万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $80.29万 | 0.14% | 5,060 | 2,474 | 95.7% | $39.26万 | 加仓 |
| SHM | SPDR SERIES TRUST | $80.03万 | 0.14% | 16,685 | 638 | 4.0% | $3.06万 | 加仓 |
| MCD | MCDONALDS CORP | $79.52万 | 0.14% | 2,942 | 49 | 1.7% | $1.32万 | 加仓 |
| WMT | WALMART INC | $79.36万 | 0.14% | 7,007 | 232 | 3.4% | $2.63万 | 加仓 |
| TSLA | TESLA INC | $77.14万 | 0.14% | 1,834 | -20 | -1.1% | -$8,412 | 减仓 |
| T | AT&T INC | $75.67万 | 0.14% | 36,556 | -1,339 | -3.5% | -$2.77万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $74.86万 | 0.13% | 2,444 | -3 | -0.1% | -$919 | 减仓 |
| CVX | CHEVRON CORPORATION | $73.53万 | 0.13% | 4,437 | -319 | -6.7% | -$5.29万 | 减仓 |
| BFEB | INNOVATOR ETFS TRUST | $72.18万 | 0.13% | 13,712 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $70.79万 | 0.13% | 4,588 | 648 | 16.4% | $10.00万 | 加仓 |
| UNP | UNION PAC CORP | $70.53万 | 0.13% | 2,593 | 219 | 9.2% | $5.96万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $69.13万 | 0.12% | 1,357 | -28 | -2.0% | -$1.43万 | 减仓 |
| GEV | GE VERNOVA INC | $67.55万 | 0.12% | 575 | 12 | 2.1% | $1.41万 | 加仓 |
| V | VISA INC | $67.42万 | 0.12% | 1,965 | 271 | 16.0% | $9.30万 | 加仓 |
| SO | SOUTHERN CO | $67.28万 | 0.12% | 7,030 | -80 | -1.1% | -$7,657 | 减仓 |
| QQQI | NEOS ETF TRUST | $66.52万 | 0.12% | 11,713 | 11,713 | — | $66.52万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $66.28万 | 0.12% | 18,875 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES TR | $65.39万 | 0.12% | 9,000 | 0 | 0.0% | — | 不变 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $65.21万 | 0.12% | 27,193 | 554 | 2.1% | $1.33万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $64.73万 | 0.12% | 15,674 | -622 | -3.8% | -$2.57万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $64.37万 | 0.12% | 4,073 | 1,202 | 41.9% | $19.00万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $64.19万 | 0.12% | 1,732 | -34 | -1.9% | -$1.26万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $63.95万 | 0.12% | 554 | -446 | -44.6% | -$51.48万 | 重新持有 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $62.67万 | 0.11% | 25,737 | 866 | 3.5% | $2.11万 | 加仓 |
| PFE | PFIZER INC | $62.61万 | 0.11% | 26,000 | -670 | -2.5% | -$1.61万 | 减仓 |
| META | META PLATFORMS INC | $62.02万 | 0.11% | 1,101 | 109 | 11.0% | $6.14万 | 加仓 |
| IWF | ISHARES TR | $61.91万 | 0.11% | 4,986 | 4,146 | 493.6% | $51.48万 | 重新持有 |
| PID | INVESCO EXCHANGE TRADED FD T | $59.91万 | 0.11% | 26,987 | -362 | -1.3% | -$8,036 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $59.82万 | 0.11% | 24,780 | -453 | -1.8% | -$1.09万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $59.08万 | 0.11% | 7,112 | 4,305 | 153.4% | $35.76万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $58.82万 | 0.11% | 10,200 | -595 | -5.5% | -$3.43万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $58.52万 | 0.11% | 13,292 | -568 | -4.1% | -$2.50万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $57.60万 | 0.10% | 13,270 | 559 | 4.4% | $2.43万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $56.35万 | 0.10% | 1,180 | 1,180 | — | $56.35万 | 新建仓 |
| ETN | EATON CORP PLC | $56.25万 | 0.10% | 1,320 | 170 | 14.8% | $7.24万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $55.92万 | 0.10% | 2,830 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $55.78万 | 0.10% | 1,342 | -71 | -5.0% | -$2.95万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $55.77万 | 0.10% | 18,466 | 11 | 0.1% | $332 | 加仓 |
| ANGL | VANECK ETF TRUST | $55.73万 | 0.10% | 19,058 | -1,523 | -7.4% | -$4.45万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $54.83万 | 0.10% | 7,039 | 259 | 3.8% | $2.02万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $54.57万 | 0.10% | 12,036 | 6,544 | 119.2% | $29.67万 | 重新持有 |
| DLS | WISDOMTREE TR | $54.45万 | 0.10% | 6,497 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $53.86万 | 0.10% | 3,937 | -38 | -1.0% | -$5,199 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $53.85万 | 0.10% | 927 | -849 | -47.8% | -$49.32万 | 重新持有 |
| HD | HOME DEPOT INC | $53.66万 | 0.10% | 1,521 | -178 | -10.5% | -$6.28万 | 减仓 |
| BMAR | INNOVATOR ETFS TRUST | $53.07万 | 0.10% | 9,209 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $52.75万 | 0.10% | 7,388 | 71 | 1.0% | $5,069 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $52.55万 | 0.09% | 6,787 | -289 | -4.1% | -$2.24万 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $51.70万 | 0.09% | 9,804 | -78 | -0.8% | -$4,113 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $51.40万 | 0.09% | 21,704 | -1,753 | -7.5% | -$4.15万 | 减仓 |
| SOXX | ISHARES TR | $50.32万 | 0.09% | 785 | -63 | -7.4% | -$4.04万 | 减仓 |
| VGT | VANGUARD WORLD FD | $49.39万 | 0.09% | 4,133 | -83 | -2.0% | -$9,919 | 减仓 |
| IWS | ISHARES TR | $49.38万 | 0.09% | 3,000 | 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 |
| VEA | VANGUARD TAX-MANAGED FDS | $48.95万 | 0.09% | 6,870 | 0 | 0.0% | — | 不变 |
| HOMB | HOME BANCSHARES INC | $48.53万 | 0.09% | 17,000 | 17,000 | — | $48.53万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $47.78万 | 0.09% | 14,066 | -61 | -0.4% | -$2,072 | 减仓 |
| BOCT | INNOVATOR ETFS TRUST | $47.53万 | 0.09% | 8,964 | -580 | -6.1% | -$3.08万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $46.87万 | 0.08% | 501 | -9 | -1.8% | -$8,419 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $45.88万 | 0.08% | 12,403 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $45.65万 | 0.08% | 12,033 | -25 | -0.2% | -$948 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $45.34万 | 0.08% | 2,131 | 0 | 0.0% | — | 不变 |
| UMAR | INNOVATOR ETFS TRUST | $45.28万 | 0.08% | 10,718 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $43.86万 | 0.08% | 854 | 27 | 3.3% | $1.39万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $43.47万 | 0.08% | 16,477 | 793 | 5.1% | $2.09万 | 加仓 |
| DE | DEERE & CO | $42.90万 | 0.08% | 676 | -16 | -2.3% | -$1.02万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $42.68万 | 0.08% | 4,750 | 0 | 0.0% | — | 不变 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $42.65万 | 0.08% | 16,500 | 108 | 0.7% | $2,792 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $42.17万 | 0.08% | 437 | -437 | -50.0% | -$42.17万 | 重新持有 |
| BAC | BANK OF AMER CORP | $42.02万 | 0.08% | 7,374 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $41.52万 | 0.07% | 16,321 | -1,538 | -8.6% | -$3.91万 | 减仓 |