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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $4,845.28万 | 9.89% | 81,087 | -70,728 | -46.6% | -$4,226.29万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,739.49万 | 3.55% | 678,434 | -666,366 | -49.6% | -$1,708.55万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,649.06万 | 3.37% | 666,281 | -645,634 | -49.2% | -$1,597.96万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,382.47万 | 2.82% | 95,712 | -96,850 | -50.3% | -$1,398.91万 | 减仓 |
| AGG | ISHARES TR | $1,309.17万 | 2.67% | 131,879 | -114,929 | -46.6% | -$1,140.90万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,165.87万 | 2.38% | 147,074 | -140,958 | -48.9% | -$1,117.39万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $1,161.34万 | 2.37% | 118,612 | -101,951 | -46.2% | -$998.21万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1,116.50万 | 2.28% | 197,332 | -165,249 | -45.6% | -$934.98万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $1,040.56万 | 2.12% | 532,800 | -565,196 | -51.5% | -$1,103.83万 | 减仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $915.40万 | 1.87% | 432,811 | -441,362 | -50.5% | -$933.48万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $855.65万 | 1.75% | 90,796 | -70,504 | -43.7% | -$664.42万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $766.98万 | 1.57% | 390,815 | -409,400 | -51.2% | -$803.45万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $751.54万 | 1.53% | 269,852 | -199,702 | -42.5% | -$556.17万 | 减仓 |
| BOND | PIMCO ETF TR | $709.95万 | 1.45% | 76,934 | -57,415 | -42.7% | -$529.83万 | 减仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $701.82万 | 1.43% | 339,077 | -327,143 | -49.1% | -$677.12万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $687.13万 | 1.40% | 223,963 | -238,824 | -51.6% | -$732.72万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $680.94万 | 1.39% | 333,416 | -329,080 | -49.7% | -$672.08万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $612.34万 | 1.25% | 134,139 | -126,209 | -48.5% | -$576.14万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $594.17万 | 1.21% | 30,284 | -28,061 | -48.1% | -$550.56万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $561.49万 | 1.15% | 231,468 | -133,755 | -36.6% | -$324.46万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $549.58万 | 1.12% | 12,582 | -12,253 | -49.3% | -$535.21万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $530.02万 | 1.08% | 284,033 | -262,559 | -48.0% | -$489.95万 | 减仓 |
| RGLD | ROYAL GOLD INC | $526.26万 | 1.07% | 20,679 | -20,607 | -49.9% | -$524.43万 | 减仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $506.44万 | 1.03% | 245,987 | -248,149 | -50.2% | -$510.89万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $503.84万 | 1.03% | 173,257 | -186,102 | -51.8% | -$541.19万 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $502.79万 | 1.03% | 305,460 | -315,412 | -50.8% | -$519.17万 | 减仓 |
| MUNI | PIMCO ETF TR | $493.48万 | 1.01% | 94,554 | -83,404 | -46.9% | -$435.29万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $489.85万 | 1.00% | 100,113 | -40,225 | -28.7% | -$196.82万 | 减仓 |
| COWZ | PACER FDS TR | $479.08万 | 0.98% | 76,580 | -77,512 | -50.3% | -$484.91万 | 减仓 |
| AAPL | APPLE INC | $472.56万 | 0.96% | 18,621 | -18,969 | -50.5% | -$481.39万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $467.02万 | 0.95% | 279,332 | -275,570 | -49.7% | -$460.73万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $466.99万 | 0.95% | 14,556 | -8,932 | -38.0% | -$286.56万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $459.10万 | 0.94% | 114,488 | -124,996 | -52.2% | -$501.23万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $383.29万 | 0.78% | 18,624 | -14,333 | -43.5% | -$294.98万 | 减仓 |
| QQQ | INVESCO QQQ TR | $378.32万 | 0.77% | 6,555 | -7,025 | -51.7% | -$405.45万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $347.07万 | 0.71% | 19,900 | -20,258 | -50.4% | -$353.32万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $338.15万 | 0.69% | 29,448 | -22,956 | -43.8% | -$263.60万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $298.78万 | 0.61% | 12,574 | -11,443 | -47.6% | -$271.90万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $296.99万 | 0.61% | 118,319 | -151,563 | -56.2% | -$380.43万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $292.47万 | 0.60% | 4,496 | -4,219 | -48.4% | -$274.45万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $288.80万 | 0.59% | 61,787 | -64,253 | -51.0% | -$300.32万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $285.90万 | 0.58% | 92,882 | -97,537 | -51.2% | -$300.22万 | 减仓 |
| NOBL | PROSHARES TR | $279.43万 | 0.57% | 26,360 | -28,760 | -52.2% | -$304.87万 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $253.34万 | 0.52% | 56,777 | -58,149 | -50.6% | -$259.46万 | 减仓 |
| IEMG | ISHARES INC | $252.34万 | 0.52% | 36,178 | -43,193 | -54.4% | -$301.27万 | 减仓 |
| BSCZ | INVESCO EXCH TRD SLF IDX FD | $249.75万 | 0.51% | 121,711 | -109,657 | -47.4% | -$225.02万 | 减仓 |
| MSFT | MICROSOFT CORP | $238.86万 | 0.49% | 6,452 | -9,112 | -58.5% | -$337.34万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $236.57万 | 0.48% | 55,377 | -59,103 | -51.6% | -$252.49万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $229.40万 | 0.47% | 49,484 | -30,018 | -37.8% | -$139.16万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $221.19万 | 0.45% | 52,045 | -52,977 | -50.4% | -$225.15万 | 减仓 |
| AMZN | AMAZON COM INC | $220.64万 | 0.45% | 10,594 | -10,312 | -49.3% | -$214.76万 | 减仓 |
| VB | VANGUARD INDEX FDS | $216.20万 | 0.44% | 8,255 | -7,979 | -49.1% | -$208.98万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $212.41万 | 0.43% | 46,208 | -49,302 | -51.6% | -$226.63万 | 减仓 |
| CALF | PACER FDS TR | $202.37万 | 0.41% | 45,101 | -52,579 | -53.8% | -$235.93万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $196.21万 | 0.40% | 64,330 | -67,628 | -51.2% | -$206.27万 | 减仓 |
| MRK | MERCK & CO INC | $192.03万 | 0.39% | 15,965 | -15,991 | -50.0% | -$192.34万 | 减仓 |
| MINO | PIMCO ETF TR | $187.78万 | 0.38% | 41,571 | -41,351 | -49.9% | -$186.78万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $187.22万 | 0.38% | 48,932 | -25,427 | -34.2% | -$97.28万 | 减仓 |
| IUSG | ISHARES TR | $185.54万 | 0.38% | 11,962 | -11,962 | -50.0% | -$185.54万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $182.99万 | 0.37% | 45,978 | -47,904 | -51.0% | -$190.66万 | 减仓 |
| DBEF | DBX ETF TR | $180.45万 | 0.37% | 36,529 | -40,239 | -52.4% | -$198.78万 | 减仓 |
| — | PUTNAM ETF TRUST | $175.88万 | 0.36% | 225,776 | -225,776 | -50.0% | -$175.88万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $175.56万 | 0.36% | 56,705 | -56,185 | -49.8% | -$173.95万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $168.50万 | 0.34% | 21,853 | -22,021 | -50.2% | -$169.80万 | 减仓 |
| LLY | ELI LILLY & CO | $167.86万 | 0.34% | 1,825 | -1,815 | -49.9% | -$166.94万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $164.66万 | 0.34% | 50,773 | -32,706 | -39.2% | -$106.07万 | 减仓 |
| GOOGL | ALPHABET INC | $161.87万 | 0.33% | 5,629 | -5,695 | -50.3% | -$163.77万 | 减仓 |
| GCOW | PACER FDS TR | $158.42万 | 0.32% | 34,261 | -32,513 | -48.7% | -$150.34万 | 减仓 |
| — | EXXON MOBIL CORP | $156.71万 | 0.32% | 9,237 | -9,049 | -49.5% | -$153.52万 | 减仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $155.86万 | 0.32% | 65,735 | -54,381 | -45.3% | -$128.94万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $155.07万 | 0.32% | 3,236 | -3,157 | -49.4% | -$151.28万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $153.70万 | 0.31% | 35,652 | -35,881 | -50.2% | -$154.68万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $151.24万 | 0.31% | 37,013 | -37,273 | -50.2% | -$152.30万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $147.87万 | 0.30% | 27,359 | -23,607 | -46.3% | -$127.60万 | 减仓 |
| CAT | CATERPILLAR INC | $144.91万 | 0.30% | 2,045 | -2,067 | -50.3% | -$146.47万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $140.32万 | 0.29% | 18,662 | -11,290 | -37.7% | -$84.89万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $139.61万 | 0.28% | 47,925 | -45,475 | -48.7% | -$132.47万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $139.48万 | 0.28% | 1,558 | -1,562 | -50.1% | -$139.84万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $135.62万 | 0.28% | 58,405 | -54,257 | -48.2% | -$125.99万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $131.99万 | 0.27% | 13,682 | -13,682 | -50.0% | -$131.99万 | 减仓 |
| QDPL | PACER FDS TR | $130.16万 | 0.27% | 32,427 | -25,479 | -44.0% | -$102.27万 | 减仓 |
| VHT | VANGUARD WORLD FD | $129.00万 | 0.26% | 4,737 | -4,737 | -50.0% | -$129.00万 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $128.00万 | 0.26% | 26,666 | -28,002 | -51.2% | -$134.41万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $125.11万 | 0.26% | 29,912 | -29,632 | -49.8% | -$123.94万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $123.55万 | 0.25% | 26,782 | -27,078 | -50.3% | -$124.91万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $122.50万 | 0.25% | 37,178 | -40,134 | -51.9% | -$132.24万 | 减仓 |
| IVV | ISHARES TR | $121.11万 | 0.25% | 1,854 | -4,032 | -68.5% | -$263.39万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $120.30万 | 0.25% | 3,753 | -3,755 | -50.0% | -$120.37万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $118.23万 | 0.24% | 19,965 | -15,704 | -44.0% | -$93.00万 | 减仓 |
| TFC | TRUIST FINL CORP | $111.00万 | 0.23% | 24,146 | -23,902 | -49.7% | -$109.88万 | 减仓 |
| T | AT&T INC | $109.86万 | 0.22% | 37,895 | -40,921 | -51.9% | -$118.63万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $109.25万 | 0.22% | 12,818 | -12,818 | -50.0% | -$109.25万 | 减仓 |
| GOOG | ALPHABET INC | $109.18万 | 0.22% | 3,806 | -4,322 | -53.2% | -$123.99万 | 减仓 |
| NAPR | INNOVATOR ETFS TRUST | $107.32万 | 0.22% | 19,649 | -19,925 | -50.3% | -$108.83万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $104.47万 | 0.21% | 24,261 | -24,275 | -50.0% | -$104.53万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $104.15万 | 0.21% | 31,123 | -32,764 | -51.3% | -$109.64万 | 减仓 |
| IWP | ISHARES TR | $103.67万 | 0.21% | 8,092 | -8,092 | -50.0% | -$103.67万 | 减仓 |
| BJUN | INNOVATOR ETFS TRUST | $103.41万 | 0.21% | 22,358 | -22,358 | -50.0% | -$103.41万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $98.64万 | 0.20% | 27,833 | -27,905 | -50.1% | -$98.90万 | 减仓 |
| MOAT | VANECK ETF TRUST | $98.54万 | 0.20% | 10,190 | -16,347 | -61.6% | -$158.08万 | 减仓 |