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 |
|---|---|---|---|---|---|---|---|---|
| ETN | EATON CORP PLC | $80.92万 | 0.08% | 1,988 | 222 | 12.6% | $9.04万 | 加仓 |
| FIX | COMFORT SYS USA INC | $80.98万 | 0.08% | 398 | 1 | 0.3% | $2,035 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $81.32万 | 0.08% | 15,743 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $82.88万 | 0.08% | 7,177 | 25 | 0.3% | $2,887 | 加仓 |
| T | AT&T INC | $83.76万 | 0.08% | 33,857 | -185 | -0.5% | -$4,577 | 减仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $84.01万 | 0.08% | 14,314 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $84.12万 | 0.08% | 4,476 | -116 | -2.5% | -$2.18万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $85.51万 | 0.08% | 4,099 | -300 | -6.8% | -$6.26万 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $85.56万 | 0.08% | 18,500 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $86.36万 | 0.08% | 19,054 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $86.42万 | 0.08% | 19,857 | -38 | -0.2% | -$1,654 | 减仓 |
| LOW | LOWES COS INC | $87.03万 | 0.08% | 3,948 | 59 | 1.5% | $1.30万 | 加仓 |
| GE | GE AEROSPACE | $87.03万 | 0.08% | 2,953 | -247 | -7.7% | -$7.28万 | 减仓 |
| NTSX | WISDOMTREE TR | $87.51万 | 0.08% | 14,918 | -833 | -5.3% | -$4.89万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $87.94万 | 0.08% | 18,656 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $89.50万 | 0.08% | 3,246 | -10 | -0.3% | -$2,757 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $91.55万 | 0.09% | 10,020 | 166 | 1.7% | $1.52万 | 加仓 |
| NFLX | NETFLIX INC. | $91.70万 | 0.09% | 10,473 | 1,224 | 13.2% | $10.72万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $92.98万 | 0.09% | 6,538 | 251 | 4.0% | $3.57万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $93.68万 | 0.09% | 1,909 | -93 | -4.6% | -$4.56万 | 减仓 |
| WTAI | WISDOMTREE TR | $94.47万 | 0.09% | 22,863 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $96.30万 | 0.09% | 14,495 | -1,674 | -10.4% | -$11.12万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $96.33万 | 0.09% | 3,852 | -122 | -3.1% | -$3.05万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $96.50万 | 0.09% | 1,300 | 1,300 | — | $96.50万 | 新建仓 |
| — | WISDOMTREE TR | $97.38万 | 0.09% | 22,067 | -804 | -3.5% | -$3.55万 | 减仓 |
| IVE | ISHARES TR | $97.80万 | 0.09% | 4,354 | -920 | -17.4% | -$20.67万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $99.25万 | 0.09% | 4,070 | 146 | 3.7% | $3.56万 | 加仓 |
| GLW | CORNING INC | $99.81万 | 0.09% | 4,833 | 709 | 17.2% | $14.64万 | 加仓 |
| IYW | ISHARES TR | $100.13万 | 0.10% | 4,161 | 46 | 1.1% | $1.11万 | 加仓 |
| ITOT | ISHARES TR | $101.34万 | 0.10% | 6,256 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $103.92万 | 0.10% | 1,400 | -18,666 | -93.0% | -$1,385.60万 | 重新持有 |
| IWD | ISHARES TR | $104.47万 | 0.10% | 4,451 | 621 | 16.2% | $14.58万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $104.63万 | 0.10% | 2,828 | 229 | 8.8% | $8.47万 | 加仓 |
| BA | BOEING CO | $106.73万 | 0.10% | 4,436 | 833 | 23.1% | $20.04万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $106.87万 | 0.10% | 4,673 | 554 | 13.4% | $12.67万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $107.30万 | 0.10% | 6,180 | 1,324 | 27.3% | $22.99万 | 加仓 |
| D | DOMINION ENERGY INC | $110.75万 | 0.11% | 17,657 | 3,234 | 22.4% | $20.28万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $111.01万 | 0.11% | 18,521 | 1,341 | 7.8% | $8.04万 | 加仓 |
| TJX | TJX COS INC NEW | $112.00万 | 0.11% | 7,617 | 282 | 3.8% | $4.15万 | 加仓 |
| SHV | ISHARES TR | $112.43万 | 0.11% | 10,203 | 317 | 3.2% | $3.49万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $113.40万 | 0.11% | 5,283 | -177 | -3.2% | -$3.80万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $115.80万 | 0.11% | 2,887 | 38 | 1.3% | $1.52万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $116.00万 | 0.11% | 9,064 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $117.78万 | 0.11% | 1,441 | -48 | -3.2% | -$3.92万 | 减仓 |
| VMC | VULCAN MATLS CO | $118.76万 | 0.11% | 4,326 | 75 | 1.8% | $2.06万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $119.78万 | 0.11% | 2,996 | 278 | 10.2% | $11.11万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $121.31万 | 0.12% | 14,259 | 5,777 | 68.1% | $49.15万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $121.44万 | 0.12% | 12,804 | -1,000 | -7.2% | -$9.48万 | 减仓 |
| AGGY | WISDOMTREE TR | $121.74万 | 0.12% | 28,018 | -1,190 | -4.1% | -$5.17万 | 减仓 |
| DGRW | WISDOMTREE TR | $123.71万 | 0.12% | 12,931 | -396 | -3.0% | -$3.79万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $125.90万 | 0.12% | 2,826 | 476 | 20.3% | $21.21万 | 加仓 |
| ORCL | ORACLE CORP | $129.94万 | 0.12% | 6,848 | 428 | 6.7% | $8.12万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $130.42万 | 0.12% | 29,748 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $130.50万 | 0.12% | 15,905 | 90 | 0.6% | $7,384 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $130.84万 | 0.12% | 24,320 | 0 | 0.0% | — | 不变 |
| DSU | BLACKROCK DEBT STRATEGIES FD | $131.81万 | 0.13% | 133,009 | 2,976 | 2.3% | $2.95万 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $135.96万 | 0.13% | 22,525 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $136.50万 | 0.13% | 18,563 | -4,635 | -20.0% | -$34.08万 | 减仓 |
| IJH | ISHARES TR | $136.52万 | 0.13% | 18,669 | -160 | -0.8% | -$1.17万 | 减仓 |
| XPO | XPO INC | $138.97万 | 0.13% | 7,009 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $139.23万 | 0.13% | 11,469 | -169 | -1.5% | -$2.05万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $140.13万 | 0.13% | 4,526 | 454 | 11.1% | $14.06万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $141.65万 | 0.13% | 24,579 | 2,941 | 13.6% | $16.95万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $142.32万 | 0.14% | 54,092 | 396 | 0.7% | $1.04万 | 加仓 |
| PEP | PEPSICO INC | $144.15万 | 0.14% | 9,657 | -26 | -0.3% | -$3,881 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $145.54万 | 0.14% | 2,587 | 85 | 3.4% | $4.78万 | 加仓 |
| IWR | ISHARES TR | $146.04万 | 0.14% | 13,943 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $147.38万 | 0.14% | 4,601 | 142 | 3.2% | $4.55万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $147.60万 | 0.14% | 31,661 | 748 | 2.4% | $3.49万 | 加仓 |
| INTC | INTEL CORP | $149.30万 | 0.14% | 12,412 | -3,362 | -21.3% | -$40.44万 | 减仓 |
| BAC | BANK AMERICA CORP | $149.75万 | 0.14% | 30,046 | -1,048 | -3.4% | -$5.22万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $149.83万 | 0.14% | 1,698 | 5 | 0.3% | $4,412 | 加仓 |
| GEV | GE VERNOVA INC | $150.77万 | 0.14% | 1,419 | 97 | 7.3% | $10.31万 | 加仓 |
| SLV | ISHARES SILVER TR | $150.99万 | 0.14% | 19,028 | 1,045 | 5.8% | $8.29万 | 加仓 |
| HCMT | DIREXION SHARES ETF TRUST | $151.39万 | 0.14% | 37,724 | 6,972 | 22.7% | $27.98万 | 加仓 |
| MTUM | ISHARES TR | $152.85万 | 0.15% | 5,005 | -95 | -1.9% | -$2.90万 | 减仓 |
| USHY | ISHARES TR | $155.92万 | 0.15% | 42,176 | -12,838 | -23.3% | -$47.46万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $156.71万 | 0.15% | 3,014 | -244 | -7.5% | -$12.69万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $159.16万 | 0.15% | 11,190 | 766 | 7.3% | $10.90万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $159.40万 | 0.15% | 1,668 | 133 | 8.7% | $12.71万 | 加仓 |
| IVW | ISHARES TR | $165.82万 | 0.16% | 12,082 | -1,005 | -7.7% | -$13.79万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $165.98万 | 0.16% | 45,788 | 50 | 0.1% | $1,812 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $171.98万 | 0.16% | 13,224 | 568 | 4.5% | $7.39万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $173.01万 | 0.16% | 34,417 | 12,116 | 54.3% | $60.91万 | 加仓 |
| IEFA | ISHARES TR | $177.10万 | 0.17% | 18,232 | 1,668 | 10.1% | $16.20万 | 加仓 |
| APH | AMPHENOL CORP | $178.11万 | 0.17% | 14,290 | 2 | 0.0% | $249 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $178.70万 | 0.17% | 26,608 | 913 | 3.6% | $6.13万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $188.37万 | 0.18% | 18,536 | 2,068 | 12.6% | $21.02万 | 加仓 |
| IAU | ISHARES GOLD TR | $193.82万 | 0.18% | 21,977 | 2,063 | 10.4% | $18.19万 | 加仓 |
| QGRW | WISDOMTREE TR | $198.52万 | 0.19% | 30,294 | -1,043 | -3.3% | -$6.83万 | 减仓 |
| — | VANECK ETF TRUST | $198.78万 | 0.19% | 39,410 | 1,170 | 3.1% | $5.90万 | 加仓 |
| SHLD | GLOBAL X FDS | $201.77万 | 0.19% | 31,630 | 2,958 | 10.3% | $18.87万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $201.97万 | 0.19% | 2,513 | 218 | 9.5% | $17.52万 | 加仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $203.02万 | 0.19% | 82,127 | 1,777 | 2.2% | $4.39万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $204.10万 | 0.19% | 8,960 | 741 | 9.0% | $16.88万 | 加仓 |
| AMGN | AMGEN INC | $205.07万 | 0.19% | 6,095 | -66 | -1.1% | -$2.22万 | 减仓 |
| — | ALPS ETF TR | $205.49万 | 0.20% | 29,935 | 1,333 | 4.7% | $9.15万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $205.53万 | 0.20% | 9,864 | 449 | 4.8% | $9.36万 | 加仓 |
| MS | MORGAN STANLEY | $210.62万 | 0.20% | 10,866 | -122 | -1.1% | -$2.36万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $213.57万 | 0.20% | 67,267 | -4,274 | -6.0% | -$13.57万 | 减仓 |