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
BJAN INNOVATOR ETFS TRUST $33.05万0.07%6,197 -5,713-48.0% -$30.47万 减仓
IBM INTERNATIONAL BUSINESS MACHS $32.52万0.07%1,342 -1,242-48.1% -$30.10万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $31.84万0.06%5,618 -4,718-45.6% -$26.74万 减仓
BMY BRISTOL-MYERS SQUIBB CO $31.67万0.06%5,222 -5,220-50.0% -$31.66万 减仓
HDV ISHARES TR $31.48万0.06%2,319 -2,946-56.0% -$39.99万 减仓
VEU VANGUARD INTL EQUITY INDEX F $31.44万0.06%4,187 -4,187-50.0% -$31.44万 减仓
M MACYS INC $31.34万0.06%17,322 -17,042-49.6% -$30.83万 减仓
— INNOVATOR ETFS TRUST $30.16万0.06%10,389 -9,041-46.5% -$26.25万 减仓
BNOV INNOVATOR ETFS TRUST $30.12万0.06%7,002 -7,144-50.5% -$30.74万 减仓
CIBR FIRST TR EXCHANGE-TRADED FD $29.77万0.06%4,750 -4,750-50.0% -$29.77万 减仓
AMGN AMGEN INC $29.66万0.06%843 -843-50.0% -$29.66万 减仓
IJR ISHARES TR $29.51万0.06%2,374 -2,396-50.2% -$29.78万 减仓
FENY FIDELITY COVINGTON TRUST $29.27万0.06%8,603 -8,603-50.0% -$29.27万 减仓
BSJQ INVESCO EXCH TRD SLF IDX FD $29.06万0.06%12,541 -10,391-45.3% -$24.08万 减仓
NJAN INNOVATOR ETFS TRUST $28.67万0.06%5,372 -4,428-45.2% -$23.63万 减仓
INTC INTEL CORP $28.45万0.06%6,447 -7,999-55.4% -$35.30万 减仓
SOXX ISHARES TR $27.88万0.06%848 -850-50.1% -$27.95万 减仓
BSM BLACK STONE MINERALS L P $27.66万0.06%18,297 -17,625-49.1% -$26.65万 减仓
— VANECK ETF TRUST $27.49万0.06%8,048 -8,048-50.0% -$27.49万 减仓
GLD SPDR GOLD TR $27.41万0.06%637 -507-44.3% -$21.82万 减仓
CVS CVS HEALTH CORP $27.32万0.06%3,804 -3,804-50.0% -$27.32万 减仓
CSX CSX CORP $26.35万0.05%6,418 -3,178-33.1% -$13.05万 减仓
XLC SELECT SECTOR SPDR TR $26.14万0.05%2,358 -2,358-50.0% -$26.14万 减仓
ALL ALLSTATE CORP $26.00万0.05%1,254 -1,254-50.0% -$26.00万 减仓
OXY OCCIDENTAL PETE CORP $25.10万0.05%3,862 -3,830-49.8% -$24.90万 减仓
EMN EASTMAN CHEM CO $24.88万0.05%3,260 -3,296-50.3% -$25.15万 减仓
JEPQ J P MORGAN EXCHANGE TRADED F $24.68万0.05%4,445 -3,324-42.8% -$18.45万 减仓
SUB ISHARES TR $24.41万0.05%2,292 -2,292-50.0% -$24.41万 减仓
AES AES CORP $24.40万0.05%17,314 -17,314-50.0% -$24.40万 减仓
EFV ISHARES TR $24.16万0.05%3,250 -12,436-79.3% -$92.43万 减仓
SPHY SPDR SERIES TRUST $24.04万0.05%10,308 -8,519-45.2% -$19.86万 减仓
BALL BALL CORP $23.98万0.05%4,057 -4,057-50.0% -$23.98万 减仓
ARTY ISHARES TR $23.95万0.05%5,147 -5,147-50.0% -$23.95万 减仓
PDI PIMCO DYNAMIC INCOME FD $23.79万0.05%13,904 -13,904-50.0% -$23.79万 减仓
PSX PHILLIPS 66 $23.77万0.05%1,305 -1,305-50.0% -$23.77万 减仓
NVS NOVARTIS AG $23.42万0.05%1,533 -1,533-50.0% -$23.42万 减仓
CGCP CAPITAL GRP FIXED INCM ETF T $23.32万0.05%10,438 -4,756-31.3% -$10.62万 减仓
CSCO CISCO SYS INC $23.18万0.05%2,987 -3,437-53.5% -$26.67万 减仓
XLP SELECT SECTOR SPDR TR $23.01万0.05%2,807 -2,807-50.0% -$23.01万 减仓
VPU VANGUARD WORLD FD $22.69万0.05%1,145 -1,145-50.0% -$22.69万 减仓
GAM GENERAL AMERN INVS CO INC $22.60万0.05%3,866 -3,866-50.0% -$22.60万 减仓
SCHR SCHWAB STRATEGIC TR $22.56万0.05%9,057 -9,123-50.2% -$22.73万 减仓
WM WASTE MGMT INC DEL $22.45万0.05%977 -977-50.0% -$22.45万 减仓
VTEB VANGUARD MUN BD FDS $21.67万0.04%4,344 -4,344-50.0% -$21.67万 减仓
IJAN INNOVATOR ETFS TRUST $20.96万0.04%5,776 -6,375-52.5% -$23.13万 减仓
WFC WELLS FARGO & CO $20.47万0.04%2,571 -3,309-56.3% -$26.34万 减仓
AUPH AURINIA PHARMACEUTICALS INC $17.91万0.04%12,083 -12,083-50.0% -$17.91万 减仓
FSK FS KKR CAP CORP $13.49万0.03%13,250 -13,250-50.0% -$13.49万 减仓
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