Bison Wealth, LLC
ATLANTA GA · SEC CIK 0001845251
$10.89亿2026Q2 申报市值
485持仓数
34.8%前十大占比 · 第一大 10.6%
41 / 19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
SPYM 加仓+$417.01万
AAPL 加仓+$392.61万
LISTED FDS TR 加仓+$334.78万
BIL 加仓+$308.90万
VOO 加仓+$293.99万
2026Q2 卖出最多 按季末市值估算
IWF 减仓-$7,435.49万
VUG 减仓-$2,477.18万
VGT 减仓-$2,368.68万
SGOL 减仓-$436.34万
TIDAL TRUST II 清仓-$289.74万
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 |
|---|---|---|---|---|---|---|---|---|
| USMF | WISDOMTREE TR | $25.29万 | 0.02% | 4,742 | 16 | 0.3% | $853 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $25.35万 | 0.02% | 4,622 | 555 | 13.6% | $3.04万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $25.54万 | 0.02% | 1,855 | 43 | 2.4% | $5,920 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $25.66万 | 0.02% | 4,347 | 255 | 6.2% | $1.51万 | 加仓 |
| NTRA | NATERA INC | $25.91万 | 0.02% | 913 | 913 | — | $25.91万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $25.99万 | 0.02% | 2,583 | -1,063 | -29.2% | -$10.69万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $26.04万 | 0.02% | 6,452 | 78 | 1.2% | $3,148 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $26.11万 | 0.02% | 2,285 | 195 | 9.3% | $2.23万 | 加仓 |
| STT | STATE STR CORP | $26.36万 | 0.02% | 1,498 | -7 | -0.5% | -$1,232 | 减仓 |
| ACWI | ISHARES TR | $26.39万 | 0.02% | 1,671 | 9 | 0.5% | $1,422 | 加仓 |
| COWG | PACER FDS TR | $26.51万 | 0.02% | 6,734 | -1,246 | -15.6% | -$4.90万 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $26.63万 | 0.02% | 4,537 | -75 | -1.6% | -$4,402 | 减仓 |
| AON | AON PLC | $26.95万 | 0.02% | 755 | -43 | -5.4% | -$1.53万 | 减仓 |
| CME | CME GROUP INC | $26.98万 | 0.02% | 1,149 | -21 | -1.8% | -$4,931 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $27.08万 | 0.02% | 3,315 | 4 | 0.1% | $327 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $27.08万 | 0.02% | 798 | 22 | 2.8% | $7,467 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $27.09万 | 0.02% | 1,898 | -42 | -2.2% | -$5,996 | 减仓 |
| SDY | SPDR SERIES TRUST | $27.18万 | 0.02% | 1,754 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $27.21万 | 0.02% | 2,521 | 324 | 14.7% | $3.50万 | 重新持有 |
| IQLT | ISHARES TR | $27.40万 | 0.03% | 5,483 | 4 | 0.1% | $200 | 加仓 |
| ESGE | ISHARES INC | $27.55万 | 0.03% | 5,097 | 36 | 0.7% | $1,946 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $27.64万 | 0.03% | 522 | 27 | 5.5% | $1.43万 | 加仓 |
| PLD | PROLOGIS INC. | $27.70万 | 0.03% | 1,976 | 33 | 1.7% | $4,627 | 加仓 |
| BKMI | BNY MELLON ETF TRUST II | $27.84万 | 0.03% | 10,572 | 10,572 | — | $27.84万 | 新建仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $27.86万 | 0.03% | 4,915 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $27.88万 | 0.03% | 1,122 | -121 | -9.7% | -$3.01万 | 减仓 |
| VV | VANGUARD INDEX FDS | $27.89万 | 0.03% | 806 | 89 | 12.4% | $3.08万 | 加仓 |
| PWR | QUANTA SVCS INC | $27.94万 | 0.03% | 415 | 3 | 0.7% | $2,020 | 加仓 |
| CRM | SALESFORCE INC | $27.98万 | 0.03% | 1,689 | -611 | -26.6% | -$10.12万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $27.99万 | 0.03% | 3,111 | -927 | -23.0% | -$8.34万 | 减仓 |
| HSY | HERSHEY CO | $28.13万 | 0.03% | 1,585 | -56 | -3.4% | -$9,939 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $28.24万 | 0.03% | 1,044 | 1,044 | — | $28.24万 | 新建仓 |
| TGT | TARGET CORP | $28.40万 | 0.03% | 2,253 | 275 | 13.9% | $3.47万 | 加仓 |
| DES | WISDOMTREE TR | $28.55万 | 0.03% | 7,094 | 82 | 1.2% | $3,300 | 加仓 |
| HDV | ISHARES TR | $28.94万 | 0.03% | 10,448 | -41,757 | -80.0% | -$115.67万 | 减仓 |
| ABNB | AIRBNB INC | $28.95万 | 0.03% | 1,961 | 336 | 20.7% | $4.96万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $29.24万 | 0.03% | 10,442 | 0 | 0.0% | — | 不变 |
| PAUG | INNOVATOR ETFS TRUST | $29.28万 | 0.03% | 6,400 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $29.45万 | 0.03% | 1,836 | 1,836 | — | $29.45万 | 新建仓 |
| AGQ | PROSHARES TR II | $29.87万 | 0.03% | 4,000 | 0 | 0.0% | — | 不变 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $30.01万 | 0.03% | 4,990 | -18 | -0.4% | -$1,083 | 减仓 |
| CIEN | CIENA CORP | $30.06万 | 0.03% | 693 | -2 | -0.3% | -$868 | 减仓 |
| USXF | ISHARES TR | $30.22万 | 0.03% | 4,442 | 8 | 0.2% | $544 | 加仓 |
| EME | EMCOR GROUP INC | $30.23万 | 0.03% | 384 | 4 | 1.1% | $3,149 | 加仓 |
| AMT | AMERICAN TOWER CORP | $30.24万 | 0.03% | 1,865 | -46 | -2.4% | -$7,459 | 减仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $30.44万 | 0.03% | 5,800 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $30.62万 | 0.03% | 1,064 | -12 | -1.1% | -$3,454 | 减仓 |
| BMOP | BNY MELLON ETF TRUST II | $30.70万 | 0.03% | 12,218 | 12,218 | — | $30.70万 | 新建仓 |
| USMV | ISHARES TR | $31.25万 | 0.03% | 3,192 | -48 | -1.5% | -$4,699 | 减仓 |
| TFC | TRUIST FINL CORP | $31.38万 | 0.03% | 6,103 | 70 | 1.2% | $3,599 | 加仓 |
| — | GABELLI UTIL TR | $31.38万 | 0.03% | 46,771 | 15,250 | 48.4% | $10.23万 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $31.58万 | 0.03% | 1,452 | 2 | 0.1% | $435 | 加仓 |
| EQPT | EQUIPMENTSHARE COM INC | $31.99万 | 0.03% | 17,023 | 123 | 0.7% | $2,311 | 加仓 |
| MTZ | MASTEC INC | $32.16万 | 0.03% | 845 | 9 | 1.1% | $3,426 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $33.36万 | 0.03% | 8,537 | 8,537 | — | $33.36万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $33.42万 | 0.03% | 6,802 | 8 | 0.1% | $393 | 加仓 |
| EWJ | ISHARES INC | $33.51万 | 0.03% | 3,517 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $33.71万 | 0.03% | 1,195 | -367 | -23.5% | -$10.35万 | 减仓 |
| AIQ | GLOBAL X FDS | $34.35万 | 0.03% | 5,380 | 5,380 | — | $34.35万 | 新建仓 |
| PHYL | PGIM ETF TR | $34.35万 | 0.03% | 9,813 | 33 | 0.3% | $1,155 | 加仓 |
| IWN | ISHARES TR | $34.38万 | 0.03% | 1,551 | 1,551 | — | $34.38万 | 新建仓 |
| POST | POST HLDGS INC | $34.51万 | 0.03% | 3,899 | 117 | 3.1% | $1.04万 | 加仓 |
| EQIX | EQUINIX INC | $34.68万 | 0.03% | 347 | 5 | 1.5% | $4,997 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $34.69万 | 0.03% | 4,811 | 47 | 1.0% | $3,389 | 加仓 |
| ET | ENERGY TRANSFER L P | $35.13万 | 0.03% | 18,251 | 1,201 | 7.0% | $2.31万 | 加仓 |
| UNP | UNION PAC CORP | $35.25万 | 0.03% | 1,248 | 25 | 2.0% | $7,062 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $35.39万 | 0.03% | 7,212 | -798 | -10.0% | -$3.92万 | 减仓 |
| DXJ | WISDOMTREE TR | $35.54万 | 0.03% | 1,977 | -154 | -7.2% | -$2.77万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $35.62万 | 0.03% | 6,853 | 2,852 | 71.3% | $14.83万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $35.81万 | 0.03% | 1,289 | 9 | 0.7% | $2,500 | 加仓 |
| OEF | ISHARES TR | $35.85万 | 0.03% | 970 | -10 | -1.0% | -$3,696 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $36.14万 | 0.03% | 10,014 | 1 | 0.0% | $36 | 加仓 |
| LGH | NORTHERN LTS FD TR III | $36.15万 | 0.03% | 5,618 | 407 | 7.8% | $2.62万 | 加仓 |
| DGS | WISDOMTREE TR | $36.21万 | 0.03% | 5,550 | 1,373 | 32.9% | $8.96万 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $36.27万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $36.34万 | 0.03% | 2,050 | 87 | 4.4% | $1.54万 | 加仓 |
| GCC | WISDOMTREE TR | $36.42万 | 0.03% | 15,599 | -932 | -5.6% | -$2.18万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $36.45万 | 0.03% | 1,366 | -59 | -4.1% | -$1.57万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $36.68万 | 0.03% | 4,451 | -18,631 | -80.7% | -$153.52万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $36.89万 | 0.03% | 3,658 | 11 | 0.3% | $1,109 | 加仓 |
| MET | METLIFE INC | $36.91万 | 0.03% | 4,080 | 514 | 14.4% | $4.65万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $37.08万 | 0.03% | 1,231 | 89 | 7.8% | $2.68万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $37.84万 | 0.03% | 1,682 | 432 | 34.6% | $9.72万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $37.85万 | 0.03% | 10,801 | 46 | 0.4% | $1,612 | 加仓 |
| WTV | WISDOMTREE TR | $38.16万 | 0.04% | 3,692 | -502 | -12.0% | -$5.19万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $38.24万 | 0.04% | 7,740 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $38.36万 | 0.04% | 1,131 | -110 | -8.9% | -$3.73万 | 减仓 |
| DIS | DISNEY WALT CO | $38.71万 | 0.04% | 3,973 | 760 | 23.7% | $7.40万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $38.76万 | 0.04% | 2,991 | 470 | 18.6% | $6.09万 | 加仓 |
| — | INVESTMENT MANAGERS SER TR I | $39.18万 | 0.04% | 18,445 | -1,106 | -5.7% | -$2.35万 | 减仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $39.18万 | 0.04% | 7,800 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $39.31万 | 0.04% | 3,618 | 720 | 24.8% | $7.82万 | 加仓 |
| FTI | TECHNIPFMC PLC | $39.63万 | 0.04% | 5,892 | 46 | 0.8% | $3,094 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $39.67万 | 0.04% | 8,231 | -39 | -0.5% | -$1,880 | 减仓 |
| BBDC | BARINGS BDC INC | $40.04万 | 0.04% | 46,939 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $40.44万 | 0.04% | 12,762 | -143 | -1.1% | -$4,532 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $40.52万 | 0.04% | 7,141 | -1,969 | -21.6% | -$11.17万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $40.54万 | 0.04% | 8,159 | -42 | -0.5% | -$2,087 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $40.63万 | 0.04% | 2,988 | 92 | 3.2% | $1.25万 | 加仓 |
| DSI | ISHARES TR | $40.65万 | 0.04% | 2,852 | 6 | 0.2% | $855 | 加仓 |