13F 机构持仓

BCS Wealth Management

JOHNSON CITY TN · SEC CIK 0001798172

2026Q22026Q1 更早 9 个季度 🔒
$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
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 10.4%
SCHX 3.6%
SCHF 3.2%
AGG 2.5%
PG 2.5%
SPYG 2.5%
VCSH 2.2%
SPYV 2.2%
BSCQ 1.9%
BSCX 1.7%

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
VOO VANGUARD INDEX FDS $5,750.97万10.36%83,736 2,6493.3% $181.93万 加仓
SCHX SCHWAB STRATEGIC TR $1,998.56万3.60%679,092 6580.1% $1.94万 加仓
SCHF SCHWAB STRATEGIC TR $1,801.61万3.25%650,399 -15,882-2.4% -$43.99万 减仓
AGG ISHARES TR $1,407.53万2.54%142,203 10,3247.8% $102.19万 加仓
PG PROCTER & GAMBLE CO $1,403.53万2.53%95,712 00.0% — 不变
SPYG SPDR SERIES TRUST $1,400.11万2.52%117,665 -947-0.8% -$11.27万 减仓
VCSH VANGUARD SCOTTSDALE FDS $1,247.29万2.25%157,822 10,7487.3% $84.94万 加仓
SPYV SPDR SERIES TRUST $1,228.84万2.21%202,146 4,8142.4% $29.26万 加仓
BSCQ INVESCO EXCH TRD SLF IDX FD $1,034.11万1.86%529,635 -3,165-0.6% -$6.18万 减仓
BSCX INVESCO EXCH TRD SLF IDX FD $945.82万1.70%449,212 16,4013.8% $34.53万 加仓
VYMI VANGUARD WHITEHALL FDS $929.33万1.67%94,636 3,8404.2% $37.71万 加仓
FNDX SCHWAB STRATEGIC TR $871.12万1.57%280,104 10,2523.8% $31.88万 加仓
BSCR INVESCO EXCH TRD SLF IDX FD $802.22万1.45%408,983 18,1684.6% $35.64万 加仓
BOND PIMCO ETF TR $791.75万1.43%85,864 8,93011.6% $82.34万 加仓
BSCY INVESCO EXCH TRD SLF IDX FD $716.42万1.29%346,682 7,6052.2% $15.72万 加仓
BSCS INVESCO EXCH TRD SLF IDX FD $713.71万1.29%350,461 17,0455.1% $34.71万 加仓
SPDW SPDR INDEX SHS FDS $695.90万1.25%138,105 3,9663.0% $19.98万 加仓
FNDF SCHWAB STRATEGIC TR $694.50万1.25%131,634 31,52131.5% $166.30万 加仓
SCHD SCHWAB STRATEGIC TR $689.09万1.24%217,305 -6,658-3.0% -$21.11万 减仓
VTV VANGUARD INDEX FDS $653.22万1.18%29,974 -310-1.0% -$6.76万 减仓
VUG VANGUARD INDEX FDS $633.50万1.14%73,543 -1,949-2.6% -$16.79万 减仓
SCHA SCHWAB STRATEGIC TR $602.07万1.08%166,639 -6,618-3.8% -$23.91万 减仓
— INVESCO EXCH TRD SLF IDX FD $579.26万1.04%234,983 3,5151.5% $8.66万 加仓
BSCT INVESCO EXCH TRD SLF IDX FD $573.06万1.03%308,513 24,4808.6% $45.47万 加仓
AAPL APPLE INC $533.16万0.96%18,426 -195-1.0% -$5.64万 减仓
VTI VANGUARD INDEX FDS $521.32万0.94%14,088 -468-3.2% -$17.32万 减仓
BSCU INVESCO EXCH TRD SLF IDX FD $520.43万0.94%312,665 33,33311.9% $55.48万 加仓
COWZ PACER FDS TR $516.93万0.93%83,108 6,5288.5% $40.60万 加仓
BSCW INVESCO EXCH TRD SLF IDX FD $515.96万0.93%251,567 5,5802.3% $11.44万 加仓
BSCV INVESCO EXCH TRD SLF IDX FD $511.75万0.92%312,326 6,8662.2% $11.25万 加仓
VXF VANGUARD INDEX FDS $492.92万0.89%20,020 1,3967.5% $34.37万 加仓
MUNI PIMCO ETF TR $486.78万0.88%92,544 -2,010-2.1% -$10.57万 减仓
QQQ INVESCO QQQ TR $472.67万0.85%6,419 -136-2.1% -$10.01万 减仓
PFEB INNOVATOR ETFS TRUST $466.59万0.84%108,358 -6,130-5.4% -$26.40万 减仓
NVDA NVIDIA CORPORATION $443.92万0.80%22,186 2,28611.5% $45.74万 加仓
RGLD ROYAL GOLD INC $413.47万0.74%20,713 340.2% $6,787 加仓
VIOO VANGUARD ADMIRAL FDS INC $402.48万0.73%29,263 -185-0.6% -$2.54万 减仓
SPY STATE STR SPDR S&P 500 ETF T $376.17万0.68%5,036 54012.0% $40.34万 加仓
QQQM INVESCO EXCH TRADED FD TR II $371.25万0.67%12,254 -320-2.5% -$9.69万 减仓
SCHB SCHWAB STRATEGIC TR $353.04万0.64%121,906 3,5873.0% $10.39万 加仓
SCHC SCHWAB STRATEGIC TR $292.55万0.53%60,795 -992-1.6% -$4.77万 减仓
FNDC SCHWAB STRATEGIC TR $289.61万0.52%59,639 10,15520.5% $49.31万 加仓
IEMG ISHARES INC $282.92万0.51%34,154 -2,024-5.6% -$16.77万 减仓
NOBL PROSHARES TR $281.32万0.51%50,094 -2,626-5.0% -$14.75万 减仓
BSCZ INVESCO EXCH TRD SLF IDX FD $276.19万0.50%134,922 13,21110.9% $27.04万 加仓
FLRN SPDR SERIES TRUST $275.86万0.50%89,419 -3,463-3.7% -$10.68万 减仓
AMZN AMAZON COM INC $269.37万0.49%11,302 7086.7% $16.87万 加仓
PMAR INNOVATOR ETFS TRUST $269.29万0.49%56,372 -405-0.7% -$1.93万 减仓
VB VANGUARD INDEX FDS $257.40万0.46%8,492 2372.9% $7.18万 加仓
PAUG INNOVATOR ETFS TRUST $251.95万0.45%55,204 -173-0.3% -$7,896 减仓
MSFT MICROSOFT CORP $248.08万0.45%6,651 1993.1% $7.42万 加仓
PDEC INNOVATOR ETFS TRUST $237.46万0.43%51,745 -300-0.6% -$1.38万 减仓
FNDE SCHWAB STRATEGIC TR $235.98万0.43%59,471 10,53921.5% $41.82万 加仓
LLY ELI LILLY & CO $235.33万0.42%1,962 1377.5% $16.43万 加仓
SCHM SCHWAB STRATEGIC TR $233.74万0.42%63,394 6,68911.8% $24.66万 加仓
CALF PACER FDS TR $233.05万0.42%46,047 9462.1% $4.79万 加仓
FNDA SCHWAB STRATEGIC TR $232.91万0.42%61,195 10,42220.5% $39.67万 加仓
IUSG ISHARES TR $231.41万0.42%12,303 3412.9% $6.41万 加仓
SCHV SCHWAB STRATEGIC TR $230.89万0.42%66,329 1,9993.1% $6.96万 加仓
GOOGL ALPHABET INC $224.66万0.40%6,287 65811.7% $23.51万 加仓
CAT CATERPILLAR INC $217.82万0.39%2,045 00.0% — 不变
MRK MERCK & CO INC $204.15万0.37%15,887 -78-0.5% -$1.00万 减仓
PJUL INNOVATOR ETFS TRUST $194.29万0.35%39,806 -6,402-13.9% -$31.25万 减仓
PAPR INNOVATOR ETFS TRUST $192.10万0.35%45,522 -456-1.0% -$1.92万 减仓
VXUS VANGUARD STAR FDS $189.15万0.34%22,125 2721.2% $2.33万 加仓
DBEF DBX ETF TR $187.72万0.34%34,362 -2,167-5.9% -$11.84万 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $186.94万0.34%20,748 2,08611.2% $18.79万 加仓
QDPL PACER FDS TR $186.78万0.34%41,442 9,01527.8% $40.63万 加仓
MINO PIMCO ETF TR $186.58万0.34%40,773 -798-1.9% -$3.65万 减仓
— PUTNAM ETF TRUST $179.04万0.32%225,776 00.0% — 不变
MMIN NEW YORK LIFE INVTS ACTIVE E $172.09万0.31%71,083 5,3488.1% $12.95万 加仓
SCHG SCHWAB STRATEGIC TR $169.75万0.31%50,163 2,2384.7% $7.57万 加仓
PNOV INNOVATOR ETFS TRUST $166.28万0.30%37,493 4801.3% $2.13万 加仓
VWO VANGUARD INTL EQUITY INDEX F $164.94万0.30%27,632 2731.0% $1.63万 加仓
POCT INNOVATOR ETFS TRUST $164.10万0.30%35,359 -293-0.8% -$1.36万 减仓
PH PARKER-HANNIFIN CORP $155.81万0.28%1,593 352.2% $3.42万 加仓
KMB KIMBERLY-CLARK CORP $149.92万0.27%13,658 -24-0.2% -$2,634 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $147.06万0.26%2,939 -297-9.2% -$14.86万 减仓
SPMD SPDR SERIES TRUST $146.46万0.26%21,678 1,7138.6% $11.57万 加仓
GCOW PACER FDS TR $144.64万0.26%33,403 -858-2.5% -$3.72万 减仓
— NEOS ETF TRUST $143.62万0.26%27,871 8,79946.1% $45.34万 加仓
VHT VANGUARD WORLD FD $141.64万0.26%4,737 00.0% — 不变
IVV ISHARES TR $138.86万0.25%1,854 00.0% — 不变
SPYI NEOS ETF TRUST $136.65万0.25%25,739 12,910100.6% $68.54万 加仓
SCHE SCHWAB STRATEGIC TR $136.24万0.25%37,574 3961.1% $1.44万 加仓
BDEC INNOVATOR ETFS TRUST $136.07万0.25%25,576 -1,090-4.1% -$5.80万 减仓
VIG VANGUARD SPECIALIZED FUNDS $133.30万0.24%5,634 2,27767.8% $53.87万 加仓
PJAN INNOVATOR ETFS TRUST $131.93万0.24%26,657 -125-0.5% -$6,186 减仓
SHW SHERWIN WILLIAMS CO $128.74万0.23%3,739 -14-0.4% -$4,820 减仓
XLK SELECT SECTOR SPDR TR $128.39万0.23%6,739 3,03682.0% $57.84万 加仓
IJR ISHARES TR $127.74万0.23%8,613 6,239262.8% $92.53万 加仓
AMAT APPLIED MATLS INC $126.02万0.23%1,743 472.8% $3.40万 加仓
SCHZ SCHWAB STRATEGIC TR $125.27万0.23%54,160 -4,245-7.3% -$9.82万 减仓
PJUN INNOVATOR ETFS TRUST $122.35万0.22%28,301 -1,611-5.4% -$6.96万 减仓
TFC TRUIST FINL CORP $120.54万0.22%24,195 490.2% $2,441 加仓
GOOG ALPHABET INC $119.04万0.21%3,369 -437-11.5% -$15.44万 减仓
IWP ISHARES TR $118.47万0.21%8,092 00.0% — 不变
CL COLGATE PALMOLIVE CO $117.17万0.21%12,780 -38-0.3% -$3,484 减仓
— EXXON MOBIL CORP $117.16万0.21%8,570 -667-7.2% -$9.12万 减仓
PSEP INNOVATOR ETFS TRUST $113.79万0.20%24,709 4481.8% $2.06万 加仓