Bison Wealth, LLC
ATLANTA GA · SEC CIK 0001845251
$10.53亿2026Q1 申报市值
457持仓数
34.5%前十大占比 · 第一大 10.9%
49 / 19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
IWF 加仓+$1,930.53万
VGT 加仓+$1,769.70万
OVL 加仓+$1,509.40万
AAPL 加仓+$665.76万
QQQM 加仓+$590.23万
2026Q1 卖出最多 按季末市值估算
BIL 减仓-$863.39万
ICSH 减仓-$607.95万
LISTED FDS TR 减仓-$198.49万
IEUR 清仓-$172.56万
GRID 重新持有-$116.74万
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 |
|---|---|---|---|---|---|---|---|---|
| PCG | PG&E CORP | $41.67万 | 0.04% | 25,102 | -306 | -1.2% | -$5,080 | 减仓 |
| GM | GENERAL MTRS CO | $42.05万 | 0.04% | 5,547 | 21 | 0.4% | $1,592 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $42.34万 | 0.04% | 12,905 | -118 | -0.9% | -$3,871 | 减仓 |
| FTI | TECHNIPFMC PLC | $42.49万 | 0.04% | 5,846 | -669 | -10.3% | -$4.86万 | 减仓 |
| VFH | VANGUARD WORLD FD | $42.75万 | 0.04% | 3,420 | 1 | 0.0% | $125 | 加仓 |
| LIN | LINDE PLC | $42.77万 | 0.04% | 833 | 50 | 6.4% | $2.57万 | 加仓 |
| SHYD | VANECK ETF TRUST | $43.10万 | 0.04% | 19,021 | -1,093 | -5.4% | -$2.48万 | 减仓 |
| SNDK | SANDISK CORP | $43.42万 | 0.04% | 300 | -127 | -29.7% | -$18.38万 | 减仓 |
| — | INVESTMENT MANAGERS SER TR I | $43.49万 | 0.04% | 19,551 | -1,376 | -6.6% | -$3.06万 | 减仓 |
| GCC | WISDOMTREE TR | $43.53万 | 0.04% | 16,531 | -1,111 | -6.3% | -$2.93万 | 减仓 |
| EQPT | EQUIPMENTSHARE COM INC | $43.86万 | 0.04% | 16,900 | 16,900 | — | $43.86万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $44.00万 | 0.04% | 2,999 | 503 | 20.2% | $7.38万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $44.05万 | 0.04% | 2,426 | -1,077 | -30.7% | -$19.56万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $44.46万 | 0.04% | 806 | -13 | -1.6% | -$7,171 | 减仓 |
| EFA | ISHARES TR | $44.79万 | 0.04% | 4,314 | 425 | 10.9% | $4.41万 | 加仓 |
| CMS | CMS ENERGY CORP | $45.05万 | 0.04% | 6,188 | 567 | 10.1% | $4.13万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $45.08万 | 0.04% | 3,797 | 782 | 25.9% | $9.28万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $45.63万 | 0.04% | 2,867 | -146 | -4.8% | -$2.32万 | 减仓 |
| IXUS | ISHARES TR | $45.83万 | 0.04% | 4,794 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $46.01万 | 0.04% | 3,128 | -87 | -2.7% | -$1.28万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $46.27万 | 0.04% | 937 | 6 | 0.6% | $2,963 | 加仓 |
| LDUR | PIMCO ETF TR | $46.31万 | 0.04% | 4,851 | 4,851 | — | $46.31万 | 新建仓 |
| PYLD | PIMCO ETF TR | $46.34万 | 0.04% | 17,592 | 17,592 | — | $46.34万 | 新建仓 |
| GBDC | GOLUB CAP BDC INC | $46.86万 | 0.04% | 35,799 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $46.98万 | 0.04% | 1,562 | 169 | 12.1% | $5.08万 | 加仓 |
| WCLD | WISDOMTREE TR | $47.37万 | 0.04% | 17,231 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $47.65万 | 0.05% | 2,969 | -47 | -1.6% | -$7,543 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $47.71万 | 0.05% | 7,107 | 44 | 0.6% | $2,954 | 加仓 |
| WTMF | WISDOMTREE TR | $47.80万 | 0.05% | 11,580 | -696 | -5.7% | -$2.87万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $47.86万 | 0.05% | 7,740 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $48.29万 | 0.05% | 5,370 | 807 | 17.7% | $7.26万 | 加仓 |
| IWP | ISHARES TR | $48.56万 | 0.05% | 3,560 | 123 | 3.6% | $1.68万 | 加仓 |
| QHY | WISDOMTREE TR | $49.39万 | 0.05% | 10,754 | -322 | -2.9% | -$1.48万 | 减仓 |
| KLAC | KLA CORP | $49.40万 | 0.05% | 267 | 3 | 1.1% | $5,550 | 加仓 |
| RTX | RTX CORPORATION | $49.44万 | 0.05% | 2,776 | 88 | 3.3% | $1.57万 | 加仓 |
| CVS | CVS HEALTH CORP | $49.59万 | 0.05% | 5,055 | -372 | -6.9% | -$3.65万 | 减仓 |
| GWW | WW GRAINGER INC | $50.75万 | 0.05% | 405 | 4 | 1.0% | $5,013 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $50.95万 | 0.05% | 9,110 | 618 | 7.3% | $3.46万 | 加仓 |
| BLK | BLACKROCK INC | $51.05万 | 0.05% | 467 | -63 | -11.9% | -$6.89万 | 减仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $51.21万 | 0.05% | 32,574 | 536 | 1.7% | $8,426 | 加仓 |
| YYY | AMPLIFY ETF TR | $51.26万 | 0.05% | 44,345 | 93 | 0.2% | $1,075 | 加仓 |
| EIX | EDISON INTL | $51.35万 | 0.05% | 7,271 | -22 | -0.3% | -$1,554 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $51.48万 | 0.05% | 1,681 | 12 | 0.7% | $3,675 | 加仓 |
| VO | VANGUARD INDEX FDS | $51.62万 | 0.05% | 6,700 | 5,013 | 297.2% | $38.62万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $51.73万 | 0.05% | 10,768 | 3,859 | 55.9% | $18.54万 | 加仓 |
| EMXC | ISHARES INC | $52.08万 | 0.05% | 5,417 | 2,390 | 79.0% | $22.98万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $52.12万 | 0.05% | 1,145 | 146 | 14.6% | $6.65万 | 加仓 |
| CEFS | EXCHANGE LISTED FDS TR | $52.26万 | 0.05% | 20,806 | 2,069 | 11.0% | $5.20万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $52.42万 | 0.05% | 10,336 | 74 | 0.7% | $3,753 | 加仓 |
| FDX | FEDEX CORP | $52.68万 | 0.05% | 1,425 | -25 | -1.7% | -$9,242 | 减仓 |
| ARKK | ARK ETF TR | $52.97万 | 0.05% | 6,786 | -1,931 | -22.2% | -$15.07万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $53.47万 | 0.05% | 9,482 | -136 | -1.4% | -$7,669 | 减仓 |
| WM | WASTE MGMT INC DEL | $53.82万 | 0.05% | 2,487 | -682 | -21.5% | -$14.76万 | 减仓 |
| ADI | ANALOG DEVICES INC | $55.55万 | 0.05% | 1,285 | -38 | -2.9% | -$1.64万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $55.56万 | 0.05% | 11,768 | -263 | -2.2% | -$1.24万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $56.54万 | 0.05% | 4,019 | 387 | 10.7% | $5.44万 | 加仓 |
| FTNT | FORTINET INC | $56.90万 | 0.05% | 4,835 | -2,273 | -32.0% | -$26.75万 | 减仓 |
| — | PROSHARES TR | $57.69万 | 0.05% | 22,122 | 0 | 0.0% | — | 不变 |
| TMFC | RBB FD INC | $57.83万 | 0.05% | 7,473 | 600 | 8.7% | $4.64万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $58.36万 | 0.06% | 5,928 | 554 | 10.3% | $5.45万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $58.54万 | 0.06% | 2,130 | -25 | -1.2% | -$6,871 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $59.09万 | 0.06% | 1,731 | 61 | 3.7% | $2.08万 | 加仓 |
| — | WISDOMTREE TR | $59.49万 | 0.06% | 20,409 | 0 | 0.0% | — | 不变 |
| BTAL | AGF INVTS TR | $59.73万 | 0.06% | 49,736 | 27,200 | 120.7% | $32.67万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $60.98万 | 0.06% | 7,720 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $61.12万 | 0.06% | 1,560 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $61.58万 | 0.06% | 5,312 | -1,486 | -21.9% | -$17.23万 | 减仓 |
| MO | ALTRIA GROUP INC | $61.64万 | 0.06% | 8,617 | 4,396 | 104.1% | $31.45万 | 加仓 |
| — | GLOBAL X FDS | $61.94万 | 0.06% | 13,421 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $62.12万 | 0.06% | 1,423 | 64 | 4.7% | $2.79万 | 加仓 |
| XSOE | WISDOMTREE TR | $62.58万 | 0.06% | 13,075 | -646 | -4.7% | -$3.09万 | 减仓 |
| AGQ | PROSHARES TR II | $62.91万 | 0.06% | 4,000 | 1,000 | 33.3% | $15.73万 | 加仓 |
| TRIN | TRINITY CAP INC | $62.97万 | 0.06% | 37,438 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $63.38万 | 0.06% | 12,000 | 0 | 0.0% | — | 不变 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $63.43万 | 0.06% | 14,033 | 26 | 0.2% | $1,175 | 加仓 |
| USB | US BANCORP | $63.49万 | 0.06% | 12,038 | -1,173 | -8.9% | -$6.19万 | 减仓 |
| VB | VANGUARD INDEX FDS | $65.75万 | 0.06% | 2,302 | -129 | -5.3% | -$3.68万 | 减仓 |
| QCOM | QUALCOMM INC | $65.83万 | 0.06% | 3,088 | -955 | -23.6% | -$20.36万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $66.97万 | 0.06% | 7,058 | -23 | -0.3% | -$2,182 | 减仓 |
| O | REALTY INCOME CORP | $67.17万 | 0.06% | 10,918 | -669 | -5.8% | -$4.12万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $67.18万 | 0.06% | 14,500 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $67.21万 | 0.06% | 4,162 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $67.24万 | 0.06% | 2,128 | -46 | -2.1% | -$1.45万 | 减仓 |
| EMR | EMERSON ELEC CO | $68.20万 | 0.06% | 4,950 | 116 | 2.4% | $1.60万 | 加仓 |
| TXN | TEXAS INSTRS INC | $68.29万 | 0.06% | 2,229 | 100 | 4.7% | $3.06万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $69.73万 | 0.07% | 1,486 | -119 | -7.4% | -$5.58万 | 减仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $70.53万 | 0.07% | 18,665 | 35 | 0.2% | $1,323 | 加仓 |
| BLOK | AMPLIFY ETF TR | $70.96万 | 0.07% | 11,049 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $71.09万 | 0.07% | 9,052 | -381 | -4.0% | -$2.99万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $71.87万 | 0.07% | 3,529 | -385 | -9.8% | -$7.84万 | 减仓 |
| C | CITIGROUP INC | $71.91万 | 0.07% | 5,794 | 3,112 | 116.0% | $38.62万 | 加仓 |
| — | HONEYWELL INTL INC | $73.93万 | 0.07% | 3,392 | -12 | -0.4% | -$2,615 | 减仓 |
| NEM | NEWMONT CORP | $74.07万 | 0.07% | 6,226 | 134 | 2.2% | $1.59万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $74.82万 | 0.07% | 3,565 | -19 | -0.5% | -$3,988 | 减仓 |
| COP | CONOCOPHILLIPS | $75.21万 | 0.07% | 6,406 | 226 | 3.7% | $2.65万 | 加仓 |
| CMI | CUMMINS INC | $75.41万 | 0.07% | 1,063 | 13 | 1.2% | $9,223 | 加仓 |
| XLSR | SSGA ACTIVE TR | $76.62万 | 0.07% | 11,694 | 145 | 1.3% | $9,500 | 加仓 |
| — | PACER FDS TR | $77.58万 | 0.07% | 22,500 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $77.71万 | 0.07% | 9,270 | -602 | -6.1% | -$5.05万 | 减仓 |
| AVLC | AMERICAN CENTY ETF TR | $80.11万 | 0.08% | 9,131 | 178 | 2.0% | $1.56万 | 加仓 |