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 |
|---|---|---|---|---|---|---|---|---|
| EMBX | VANECK FDS | $40.98万 | 0.04% | 8,000 | 8,000 | — | $40.98万 | 新建仓 |
| CNC | CENTENE CORP DEL | $41.02万 | 0.04% | 6,211 | 98 | 1.6% | $6,473 | 加仓 |
| DHR | DANAHER CORP DEL | $41.37万 | 0.04% | 2,137 | -26 | -1.2% | -$5,033 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $41.41万 | 0.04% | 13,585 | 316 | 2.4% | $9,632 | 加仓 |
| WTMF | WISDOMTREE TR | $41.51万 | 0.04% | 10,136 | -1,444 | -12.5% | -$5.91万 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $42.03万 | 0.04% | 7,590 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $42.15万 | 0.04% | 25,059 | -43 | -0.2% | -$723 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $42.80万 | 0.04% | 827 | -5 | -0.6% | -$2,588 | 减仓 |
| QQH | NORTHERN LTS FD TR III | $43.00万 | 0.04% | 5,092 | 346 | 7.3% | $2.92万 | 加仓 |
| GM | GENERAL MTRS CO | $43.49万 | 0.04% | 5,586 | 39 | 0.7% | $3,036 | 加仓 |
| VLO | VALERO ENERGY CORP | $43.54万 | 0.04% | 1,611 | 39 | 2.5% | $1.05万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $43.72万 | 0.04% | 1,248 | 47 | 3.9% | $1.65万 | 加仓 |
| ADI | ANALOG DEVICES INC | $44.63万 | 0.04% | 1,148 | -137 | -10.7% | -$5.33万 | 减仓 |
| CMS | CMS ENERGY CORP | $44.78万 | 0.04% | 5,870 | -318 | -5.1% | -$2.43万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $44.85万 | 0.04% | 1,887 | 1,887 | — | $44.85万 | 新建仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $44.95万 | 0.04% | 33,298 | 6,042 | 22.2% | $8.16万 | 加仓 |
| INCY | INCYTE CORP | $45.18万 | 0.04% | 3,908 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $45.43万 | 0.04% | 3,850 | 53 | 1.4% | $6,254 | 加仓 |
| QHY | WISDOMTREE TR | $45.92万 | 0.04% | 9,992 | -762 | -7.1% | -$3.50万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $46.07万 | 0.04% | 35,799 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $46.18万 | 0.04% | 4,800 | 6 | 0.1% | $577 | 加仓 |
| LDUR | PIMCO ETF TR | $46.27万 | 0.04% | 4,851 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $46.40万 | 0.04% | 2,007 | -1,385 | -40.8% | -$32.02万 | 减仓 |
| PYLD | PIMCO ETF TR | $46.46万 | 0.04% | 17,592 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $46.82万 | 0.04% | 775 | 163 | 26.6% | $9.85万 | 加仓 |
| BLK | BLACKROCK INC | $47.52万 | 0.04% | 470 | 3 | 0.6% | $3,033 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $48.25万 | 0.04% | 881 | 75 | 9.3% | $4.11万 | 加仓 |
| DAL | DELTA AIR LINES INC | $48.36万 | 0.04% | 5,275 | 257 | 5.1% | $2.36万 | 加仓 |
| — | GLOBAL X FDS | $48.90万 | 0.04% | 8,313 | -5,108 | -38.1% | -$30.05万 | 减仓 |
| YYY | AMPLIFY ETF TR | $49.46万 | 0.05% | 42,937 | -1,408 | -3.2% | -$1.62万 | 减仓 |
| USO | UNITED STS OIL FD LP | $49.76万 | 0.05% | 4,769 | 2,063 | 76.2% | $21.53万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $49.86万 | 0.05% | 17,692 | 7,439 | 72.6% | $20.96万 | 加仓 |
| CVS | CVS HEALTH CORP | $50.89万 | 0.05% | 4,986 | -69 | -1.4% | -$7,043 | 减仓 |
| IWP | ISHARES TR | $51.26万 | 0.05% | 3,554 | -6 | -0.2% | -$865 | 减仓 |
| SHYD | VANECK ETF TRUST | $51.76万 | 0.05% | 22,671 | 3,650 | 19.2% | $8.33万 | 加仓 |
| VFH | VANGUARD WORLD FD | $52.21万 | 0.05% | 3,798 | 378 | 11.1% | $5.20万 | 加仓 |
| FDX | FEDEX CORP | $52.28万 | 0.05% | 1,687 | 262 | 18.4% | $8.12万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $52.31万 | 0.05% | 9,226 | -256 | -2.7% | -$1.45万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $52.43万 | 0.05% | 10,373 | 37 | 0.4% | $1,870 | 加仓 |
| IJT | ISHARES TR | $52.53万 | 0.05% | 2,969 | 0 | 0.0% | — | 不变 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $52.89万 | 0.05% | 33,077 | 503 | 1.5% | $8,043 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $53.22万 | 0.05% | 922 | -15 | -1.6% | -$8,658 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $53.37万 | 0.05% | 7,334 | 227 | 3.2% | $1.65万 | 加仓 |
| SNDK | SANDISK CORP | $53.38万 | 0.05% | 306 | 6 | 2.0% | $1.05万 | 加仓 |
| EMXC | ISHARES INC | $54.09万 | 0.05% | 5,399 | -18 | -0.3% | -$1,803 | 减仓 |
| EIX | EDISON INTL | $54.27万 | 0.05% | 7,251 | -20 | -0.3% | -$1,497 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $54.40万 | 0.05% | 2,634 | 208 | 8.6% | $4.30万 | 加仓 |
| LIN | LINDE PLC | $55.40万 | 0.05% | 1,025 | 192 | 23.0% | $10.38万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $55.49万 | 0.05% | 3,426 | 427 | 14.2% | $6.92万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $56.08万 | 0.05% | 3,210 | 343 | 12.0% | $5.99万 | 加仓 |
| — | PROSHARES TR | $56.46万 | 0.05% | 22,122 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $56.72万 | 0.05% | 3,564 | 436 | 13.9% | $6.94万 | 加仓 |
| TMFC | RBB FD INC | $56.99万 | 0.05% | 7,373 | -100 | -1.3% | -$7,730 | 减仓 |
| — | ISHARES TR | $57.02万 | 0.05% | 12,000 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $57.08万 | 0.05% | 6,826 | 40 | 0.6% | $3,345 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $57.26万 | 0.05% | 2,329 | 199 | 9.3% | $4.89万 | 加仓 |
| CEFS | EXCHANGE LISTED FDS TR | $57.48万 | 0.05% | 22,541 | 1,735 | 8.3% | $4.42万 | 加仓 |
| PAYX | PAYCHEX INC | $57.50万 | 0.05% | 5,456 | 86 | 1.6% | $9,063 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $57.77万 | 0.05% | 1,870 | 189 | 11.2% | $5.84万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $57.97万 | 0.05% | 2,326 | 300 | 14.8% | $7.48万 | 加仓 |
| WCLD | WISDOMTREE TR | $58.16万 | 0.05% | 17,045 | -186 | -1.1% | -$6,346 | 减仓 |
| WM | WASTE MGMT INC DEL | $58.29万 | 0.05% | 2,545 | 58 | 2.3% | $1.33万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $58.36万 | 0.05% | 13,872 | 2,104 | 17.9% | $8.85万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $59.16万 | 0.05% | 4,742 | -570 | -10.7% | -$7.11万 | 减仓 |
| EFA | ISHARES TR | $60.18万 | 0.06% | 5,706 | 1,392 | 32.3% | $14.68万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $60.28万 | 0.06% | 5,128 | 335 | 7.0% | $3.94万 | 加仓 |
| ASML | ASML HLDG NV | $61.14万 | 0.06% | 335 | 128 | 61.8% | $23.36万 | 加仓 |
| XSOE | WISDOMTREE TR | $61.59万 | 0.06% | 12,733 | -342 | -2.6% | -$1.65万 | 减仓 |
| INFQ | INFLEQTION INC | $61.65万 | 0.06% | 50,000 | 50,000 | — | $61.65万 | 新建仓 |
| VCR | VANGUARD WORLD FD | $62.13万 | 0.06% | 1,560 | 0 | 0.0% | — | 不变 |
| LCTU | BLACKROCK ETF TRUST | $62.53万 | 0.06% | 7,738 | 18 | 0.2% | $1,455 | 加仓 |
| NEM | NEWMONT CORP | $62.68万 | 0.06% | 6,383 | 157 | 2.5% | $1.54万 | 加仓 |
| SGOL | ETFS GOLD TR | $62.91万 | 0.06% | 15,867 | -110,048 | -87.4% | -$436.34万 | 减仓 |
| SNOW | SNOWFLAKE INC | $64.08万 | 0.06% | 2,445 | -267 | -9.8% | -$7.00万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $64.89万 | 0.06% | 5,898 | -30 | -0.5% | -$3,301 | 减仓 |
| TRIN | TRINITY CAP INC | $66.00万 | 0.06% | 37,438 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $66.23万 | 0.06% | 1,372 | 227 | 19.8% | $10.96万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $66.33万 | 0.06% | 1,760 | 29 | 1.7% | $1.09万 | 加仓 |
| O | REALTY INCOME CORP | $66.36万 | 0.06% | 10,501 | -417 | -3.8% | -$2.64万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $67.05万 | 0.06% | 1,321 | -165 | -11.1% | -$8.38万 | 减仓 |
| COP | CONOCOPHILLIPS | $67.21万 | 0.06% | 6,489 | 83 | 1.3% | $8,597 | 加仓 |
| VB | VANGUARD INDEX FDS | $67.30万 | 0.06% | 2,231 | -71 | -3.1% | -$2.14万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $67.37万 | 0.06% | 20,110 | 20,110 | — | $67.37万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $67.90万 | 0.06% | 29,536 | 29,536 | — | $67.90万 | 新建仓 |
| GWW | WW GRAINGER INC | $68.26万 | 0.06% | 498 | 93 | 23.0% | $12.75万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $68.33万 | 0.06% | 14,508 | 8 | 0.1% | $377 | 加仓 |
| ESGU | ISHARES TR | $68.77万 | 0.06% | 4,168 | 6 | 0.1% | $990 | 加仓 |
| BLOK | AMPLIFY ETF TR | $68.80万 | 0.06% | 10,841 | -208 | -1.9% | -$1.32万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $68.83万 | 0.06% | 27,152 | 13,295 | 95.9% | $33.70万 | 加仓 |
| FIX | COMFORT SYS USA INC | $69.75万 | 0.06% | 389 | -9 | -2.3% | -$1.61万 | 减仓 |
| KLAC | KLA CORP | $69.82万 | 0.06% | 2,993 | 323 | 12.1% | $7.54万 | 加仓 |
| EFV | ISHARES TR | $69.82万 | 0.06% | 8,896 | -156 | -1.7% | -$1.22万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $70.45万 | 0.06% | 7,392 | 334 | 4.7% | $3.18万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $71.01万 | 0.07% | 4,098 | 79 | 2.0% | $1.37万 | 加仓 |
| VO | VANGUARD INDEX FDS | $71.11万 | 0.07% | 8,789 | -18,011 | -67.2% | -$145.72万 | 减仓 |
| EMR | EMERSON ELEC CO | $71.22万 | 0.07% | 5,031 | 81 | 1.6% | $1.15万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $73.07万 | 0.07% | 16,300 | 2,267 | 16.2% | $10.16万 | 加仓 |
| CMI | CUMMINS INC | $73.11万 | 0.07% | 1,078 | 15 | 1.4% | $1.02万 | 加仓 |
| USB | US BANCORP | $73.58万 | 0.07% | 11,711 | -327 | -2.7% | -$2.05万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $74.28万 | 0.07% | 6,446 | -92 | -1.4% | -$1.06万 | 减仓 |