BNC WEALTH MANAGEMENT, LLC
BEAVERTON OR · SEC CIK 0001821549
$4.14亿2026Q2 申报市值
106持仓数
39.1%前十大占比 · 第一大 5.8%
11 / 15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
XLU 新建仓+$1,078.97万
LLY 重新持有+$685.11万
ENTG 新建仓+$548.30万
NOW 新建仓+$425.42万
ORCL 新建仓+$403.00万
2026Q2 卖出最多 按季末市值估算
LRCX 重新持有-$1,793.42万
XLE 清仓-$853.26万
CRWD 重新持有-$826.71万
FBTC 清仓-$798.23万
CVX 清仓-$618.08万
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 |
|---|---|---|---|---|---|---|---|---|
| HOOD | ROBINHOOD MKTS INC | $672.04万 | 1.63% | 67,016 | 1,337 | 2.0% | $13.41万 | 加仓 |
| LLY | ELI LILLY & CO | $712.34万 | 1.72% | 5,939 | 5,712 | 2,516.3% | $685.11万 | 重新持有 |
| PNC | PNC FINL SVCS GROUP INC | $747.92万 | 1.81% | 30,376 | 288 | 1.0% | $7.09万 | 加仓 |
| GE | GE AEROSPACE | $761.69万 | 1.84% | 20,381 | 386 | 1.9% | $14.43万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $767.64万 | 1.86% | 20,453 | 260 | 1.3% | $9.76万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $780.61万 | 1.89% | 26,626 | -477 | -1.8% | -$13.98万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $792.24万 | 1.92% | 54,785 | 335 | 0.6% | $4.84万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $855.67万 | 2.07% | 26,141 | -178 | -0.7% | -$5.83万 | 减仓 |
| PWR | QUANTA SVCS INC | $942.98万 | 2.28% | 13,096 | 108 | 0.8% | $7.78万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,025.19万 | 2.48% | 60,348 | 412 | 0.7% | $7.00万 | 加仓 |
| GEV | GE VERNOVA INC | $1,028.14万 | 2.49% | 8,751 | 63 | 0.7% | $7.40万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $1,078.97万 | 2.61% | 237,973 | 237,973 | — | $1,078.97万 | 新建仓 |
| TSLA | TESLA INC | $1,191.05万 | 2.88% | 28,318 | 160 | 0.6% | $6.73万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,209.02万 | 2.92% | 32,412 | 19 | 0.1% | $7,087 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,236.93万 | 2.99% | 21,293 | -6,838 | -24.3% | -$397.23万 | 减仓 |
| CAT | CATERPILLAR INC | $1,315.94万 | 3.18% | 12,357 | 63 | 0.5% | $6.71万 | 加仓 |
| KLAC | KLA CORP | $1,477.47万 | 3.57% | 48,970 | 520 | 1.1% | $15.69万 | 加仓 |
| GOOGL | ALPHABET INC | $2,010.54万 | 4.86% | 56,259 | -36 | -0.1% | -$1.29万 | 减仓 |
| AAPL | APPLE INC | $2,020.58万 | 4.89% | 69,829 | -696 | -1.0% | -$20.14万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,230.82万 | 5.39% | 111,491 | -152 | -0.1% | -$3.04万 | 减仓 |
| AMZN | AMAZON COM INC | $2,418.32万 | 5.85% | 101,465 | 15,383 | 17.9% | $366.64万 | 加仓 |