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 |
|---|---|---|---|---|---|---|---|---|
| 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 | $0 | 0.00% | 0 | -37,844 | -100.0% | -$176.13万 | 清仓 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | -7,726 | -100.0% | -$95.23万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -3,224 | -100.0% | -$64.03万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -6,498 | -100.0% | -$61.96万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -5,876 | -100.0% | -$55.95万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -7,514 | -100.0% | -$51.37万 | 清仓 |
| SHYD | VANECK ETF TRUST | $0 | 0.00% | 0 | -20,988 | -100.0% | -$48.08万 | 清仓 |
| EFG | ISHARES TR | $0 | 0.00% | 0 | -3,682 | -100.0% | -$41.95万 | 清仓 |
| QQQE | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -4,042 | -100.0% | -$41.33万 | 清仓 |
| BMAY | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -8,982 | -100.0% | -$40.25万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -1,442 | -100.0% | -$40.22万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -1,604 | -100.0% | -$39.49万 | 清仓 |
| PTLC | PACER FDS TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -3,060 | -100.0% | -$38.34万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FEZ | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -2,712 | -100.0% | -$37.66万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | -1,824 | -100.0% | -$36.42万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -12,418 | -100.0% | -$36.29万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -2,352 | -100.0% | -$36.25万 | 清仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -3,748 | -100.0% | -$35.99万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -14,444 | -100.0% | -$35.60万 | 清仓 |
| IBB | ISHARES TR | $0 | 0.00% | 0 | -2,078 | -100.0% | -$35.07万 | 清仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -5,900 | -100.0% | -$34.98万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -3,057 | -100.0% | -$34.79万 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -1,216 | -100.0% | -$34.68万 | 清仓 |
| IBTH | ISHARES TR | $0 | 0.00% | 0 | -15,374 | -100.0% | -$34.55万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -2,312 | -100.0% | -$33.89万 | 清仓 |
| IVE | ISHARES TR | $0 | 0.00% | 0 | -1,572 | -100.0% | -$33.34万 | 清仓 |
| ICOW | PACER FDS TR | $0 | 0.00% | 0 | -8,590 | -100.0% | -$33.23万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -2,056 | -100.0% | -$32.74万 | 清仓 |
| BAPR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,796 | -100.0% | -$32.61万 | 清仓 |
| IYH | ISHARES TR | $0 | 0.00% | 0 | -5,000 | -100.0% | -$32.55万 | 清仓 |
| ATO | ATMOS ENERGY CORP | $0 | 0.00% | 0 | -1,926 | -100.0% | -$32.28万 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UJUN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -8,564 | -100.0% | -$32.03万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,632 | -100.0% | -$31.80万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -11,904 | -100.0% | -$31.58万 | 清仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -7,108 | -100.0% | -$31.52万 | 清仓 |
| FREL | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -11,664 | -100.0% | -$31.36万 | 清仓 |
| DYNF | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -5,102 | -100.0% | -$31.03万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -400 | -100.0% | -$30.87万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -2,030 | -100.0% | -$30.85万 | 清仓 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,214 | -100.0% | -$30.81万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -870 | -100.0% | -$30.73万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -3,242 | -100.0% | -$30.53万 | 清仓 |
| SFLR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -8,242 | -100.0% | -$30.38万 | 清仓 |
| HEI | HEICO CORP NEW | $0 | 0.00% | 0 | -936 | -100.0% | -$30.29万 | 清仓 |