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 |
|---|---|---|---|---|---|---|---|---|
| SPSB | SPDR SERIES TRUST | $74.37万 | 0.07% | 24,830 | 24,830 | — | $74.37万 | 新建仓 |
| XLSR | SSGA ACTIVE TR | $75.91万 | 0.07% | 11,676 | -18 | -0.2% | -$1,170 | 减仓 |
| QCOM | QUALCOMM INC | $75.95万 | 0.07% | 4,073 | 985 | 31.9% | $18.37万 | 加仓 |
| — | WISDOMTREE TR | $76.45万 | 0.07% | 19,845 | -564 | -2.8% | -$2.17万 | 减仓 |
| FTNT | FORTINET INC | $77.47万 | 0.07% | 4,772 | -63 | -1.3% | -$1.02万 | 减仓 |
| CB | CHUBB LIMITED | $77.97万 | 0.07% | 2,187 | 59 | 2.8% | $2.10万 | 加仓 |
| — | PACER FDS TR | $78.65万 | 0.07% | 22,500 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $78.85万 | 0.07% | 3,675 | 146 | 4.1% | $3.13万 | 加仓 |
| NFLX | NETFLIX INC. | $79.15万 | 0.07% | 10,412 | -61 | -0.6% | -$4,637 | 减仓 |
| TXN | TEXAS INSTRS INC | $81.49万 | 0.07% | 2,685 | 456 | 20.5% | $13.84万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $82.39万 | 0.08% | 9,175 | 44 | 0.5% | $3,951 | 加仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $82.52万 | 0.08% | 18,665 | 0 | 0.0% | — | 不变 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $82.78万 | 0.08% | 15,743 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $83.45万 | 0.08% | 4,144 | 1,368 | 49.3% | $27.55万 | 加仓 |
| NTSX | WISDOMTREE TR | $85.45万 | 0.08% | 14,391 | -527 | -3.5% | -$3.13万 | 减仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $85.48万 | 0.08% | 14,314 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $86.43万 | 0.08% | 7,175 | -2 | -0.0% | -$241 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $86.77万 | 0.08% | 18,500 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $87.63万 | 0.08% | 19,054 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $87.75万 | 0.08% | 19,857 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $88.86万 | 0.08% | 3,971 | 23 | 0.6% | $5,147 | 加仓 |
| — | WISDOMTREE TR | $89.15万 | 0.08% | 20,219 | -1,848 | -8.4% | -$8.15万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $89.44万 | 0.08% | 18,656 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $89.50万 | 0.08% | 1,510 | 87 | 6.1% | $5.16万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $90.04万 | 0.08% | 4,873 | 397 | 8.9% | $7.34万 | 加仓 |
| C | CITIGROUP INC | $90.73万 | 0.08% | 6,307 | 513 | 8.9% | $7.38万 | 加仓 |
| T | AT&T INC | $90.81万 | 0.08% | 44,127 | 10,270 | 30.3% | $21.14万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $91.20万 | 0.08% | 3,602 | 37 | 1.0% | $9,368 | 加仓 |
| WTAI | WISDOMTREE TR | $93.60万 | 0.09% | 21,350 | -1,513 | -6.6% | -$6.63万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $94.12万 | 0.09% | 6,276 | 6,276 | — | $94.12万 | 新建仓 |
| ETN | EATON CORP PLC | $94.40万 | 0.09% | 2,283 | 295 | 14.8% | $12.20万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $94.92万 | 0.09% | 9,926 | 656 | 7.1% | $6.27万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $96.59万 | 0.09% | 14,257 | -238 | -1.6% | -$1.61万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $97.67万 | 0.09% | 1,300 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $97.90万 | 0.09% | 4,174 | -262 | -5.9% | -$6.14万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $98.06万 | 0.09% | 10,791 | 771 | 7.7% | $7.01万 | 加仓 |
| MCD | MCDONALDS CORP | $98.45万 | 0.09% | 3,522 | 276 | 8.5% | $7.72万 | 加仓 |
| IVE | ISHARES TR | $99.50万 | 0.09% | 4,309 | -45 | -1.0% | -$1.04万 | 减仓 |
| D | DOMINION ENERGY INC | $99.64万 | 0.09% | 14,387 | -3,270 | -18.5% | -$22.65万 | 减仓 |
| ORCL | ORACLE CORP | $103.36万 | 0.09% | 7,190 | 342 | 5.0% | $4.92万 | 加仓 |
| ITOT | ISHARES TR | $103.42万 | 0.09% | 6,266 | 10 | 0.2% | $1,651 | 加仓 |
| IYW | ISHARES TR | $103.52万 | 0.10% | 4,185 | 24 | 0.6% | $5,937 | 加仓 |
| RIOT | RIOT PLATFORMS INC | $103.85万 | 0.10% | 45,409 | -104,983 | -69.8% | -$240.10万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $104.06万 | 0.10% | 4,345 | 246 | 6.0% | $5.89万 | 加仓 |
| SLV | ISHARES SILVER TR | $104.84万 | 0.10% | 18,685 | -343 | -1.8% | -$1.92万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $105.18万 | 0.10% | 1,400 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $108.05万 | 0.10% | 11,228 | -1,703 | -13.2% | -$16.39万 | 减仓 |
| AGGY | WISDOMTREE TR | $110.91万 | 0.10% | 25,506 | -2,512 | -9.0% | -$10.92万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $111.47万 | 0.10% | 12,749 | -55 | -0.4% | -$4,809 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $112.39万 | 0.10% | 3,529 | 701 | 24.8% | $22.32万 | 加仓 |
| SHV | ISHARES TR | $112.65万 | 0.10% | 10,231 | 28 | 0.3% | $3,083 | 加仓 |
| MA | MASTERCARD INCORPORATED | $113.73万 | 0.10% | 2,133 | 224 | 11.7% | $11.94万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $115.18万 | 0.11% | 9,101 | 37 | 0.4% | $4,683 | 加仓 |
| SGOV | ISHARES TR | $116.93万 | 0.11% | 11,642 | 9,375 | 413.5% | $94.16万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $116.98万 | 0.11% | 19,473 | 952 | 5.1% | $5.72万 | 加仓 |
| AGG | ISHARES TR | $117.01万 | 0.11% | 11,860 | 9,005 | 315.4% | $88.84万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $118.54万 | 0.11% | 13,756 | -503 | -3.5% | -$4.33万 | 减仓 |
| IWD | ISHARES TR | $119.21万 | 0.11% | 4,822 | 371 | 8.3% | $9.17万 | 加仓 |
| TJX | TJX COS INC NEW | $120.96万 | 0.11% | 7,994 | 377 | 4.9% | $5.70万 | 加仓 |
| GE | GE AEROSPACE | $122.63万 | 0.11% | 3,238 | 285 | 9.7% | $10.79万 | 加仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $122.88万 | 0.11% | 1,700 | 1,700 | — | $122.88万 | 新建仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $122.88万 | 0.11% | 1,700 | 1,700 | — | $122.88万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $123.63万 | 0.11% | 4,508 | 656 | 17.0% | $17.99万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $124.68万 | 0.11% | 1,436 | -5 | -0.3% | -$4,341 | 减仓 |
| GLW | CORNING INC | $126.46万 | 0.12% | 6,492 | 1,659 | 34.3% | $32.32万 | 加仓 |
| VMC | VULCAN MATLS CO | $127.83万 | 0.12% | 4,193 | -133 | -3.1% | -$4.05万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $131.18万 | 0.12% | 25,757 | 18,294 | 245.1% | $93.17万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $132.41万 | 0.12% | 29,748 | 0 | 0.0% | — | 不变 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $133.01万 | 0.12% | 24,320 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $133.35万 | 0.12% | 10,913 | -1,499 | -12.1% | -$18.32万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $134.89万 | 0.12% | 12,050 | 12,050 | — | $134.89万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $137.02万 | 0.13% | 17,618 | 13,263 | 304.5% | $103.15万 | 重新持有 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $137.94万 | 0.13% | 22,525 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $139.13万 | 0.13% | 9,710 | 53 | 0.5% | $7,594 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $140.79万 | 0.13% | 3,368 | 481 | 16.7% | $20.11万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $142.49万 | 0.13% | 3,460 | -610 | -15.0% | -$25.12万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $143.76万 | 0.13% | 6,014 | 1,341 | 28.7% | $32.06万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $144.53万 | 0.13% | 2,686 | -328 | -10.9% | -$17.65万 | 减仓 |
| XPO | XPO INC | $145.35万 | 0.13% | 7,029 | 20 | 0.3% | $4,136 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $146.14万 | 0.13% | 7,876 | 1,696 | 27.4% | $31.47万 | 加仓 |
| USHY | ISHARES TR | $147.33万 | 0.14% | 39,861 | -2,315 | -5.5% | -$8.56万 | 减仓 |
| V | VISA INC | $147.74万 | 0.14% | 4,135 | -466 | -10.1% | -$16.65万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $149.42万 | 0.14% | 28,123 | 3,544 | 14.4% | $18.83万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $152.94万 | 0.14% | 31,796 | 135 | 0.4% | $6,494 | 加仓 |
| — | VANECK ETF TRUST | $154.08万 | 0.14% | 30,643 | -8,767 | -22.2% | -$44.08万 | 减仓 |
| EFG | ISHARES TR | $154.61万 | 0.14% | 12,359 | 890 | 7.8% | $11.13万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $155.46万 | 0.14% | 3,441 | 445 | 14.9% | $20.11万 | 加仓 |
| IWR | ISHARES TR | $157.95万 | 0.14% | 14,280 | 337 | 2.4% | $3.73万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $161.19万 | 0.15% | 23,859 | 20,609 | 634.1% | $139.23万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $161.64万 | 0.15% | 5,397 | 114 | 2.2% | $3.41万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $161.92万 | 0.15% | 45,883 | 95 | 0.2% | $3,353 | 加仓 |
| IVW | ISHARES TR | $163.87万 | 0.15% | 11,951 | -131 | -1.1% | -$1.80万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $164.29万 | 0.15% | 2,976 | 150 | 5.3% | $8.28万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $165.62万 | 0.15% | 27,150 | 542 | 2.0% | $3.31万 | 加仓 |
| MO | ALTRIA GROUP INC | $165.63万 | 0.15% | 23,043 | 14,426 | 167.4% | $103.69万 | 加仓 |
| HCMT | DIREXION SHARES ETF TRUST | $165.74万 | 0.15% | 40,336 | 2,612 | 6.9% | $10.73万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $166.21万 | 0.15% | 1,711 | 13 | 0.8% | $1.26万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $167.89万 | 0.15% | 33,023 | -1,394 | -4.1% | -$7.09万 | 减仓 |
| IEMG | ISHARES INC | $168.81万 | 0.15% | 20,587 | 4,682 | 29.4% | $38.39万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $168.99万 | 0.16% | 29,606 | -16,896 | -36.3% | -$96.44万 | 减仓 |