BNC WEALTH MANAGEMENT, LLC
BEAVERTON OR · SEC CIK 0001821549
$3.60亿2026Q1 申报市值
106持仓数
35.3%前十大占比 · 第一大 5.4%
16 / 12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
XLE 新建仓+$853.26万
APD 新建仓+$787.32万
CVX 新建仓+$618.08万
XLB 新建仓+$570.05万
VST 加仓+$555.71万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$1,024.10万
GDX 减仓-$777.17万
AXON 清仓-$628.02万
PANW 清仓-$602.70万
SPGI 清仓-$569.23万
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 |
|---|---|---|---|---|---|---|---|---|
| IYW | ISHARES TR | $21.28万 | 0.06% | 1,173 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $20.71万 | 0.06% | 2,951 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $20.32万 | 0.06% | 2,865 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $20.23万 | 0.06% | 677 | 0 | 0.0% | — | 不变 |
| POWW | OUTDOOR HOLDING CO | $4.82万 | 0.01% | 24,000 | -24,000 | -50.0% | -$4.82万 | 减仓 |
| — | ANAVEX LIFE SCIENCES CORP | $3.45万 | 0.01% | 11,250 | -1,000 | -8.2% | -$3,070 | 减仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -11,058 | -100.0% | -$628.02万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -32,720 | -100.0% | -$602.70万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -10,893 | -100.0% | -$569.23万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -14,271 | -100.0% | -$404.32万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -24,190 | -100.0% | -$391.90万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -27,957 | -100.0% | -$371.04万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -93,177 | -100.0% | -$243.94万 | 清仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -2,754 | -100.0% | -$26.44万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -5,058 | -100.0% | -$25.74万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,355 | -100.0% | -$24.85万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -2,646 | -100.0% | -$24.77万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,651 | -100.0% | -$21.30万 | 清仓 |