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 |
|---|---|---|---|---|---|---|---|---|
| WFC | WELLS FARGO & CO | $170.78万 | 0.16% | 19,529 | 966 | 5.2% | $8.45万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $171.01万 | 0.16% | 11,454 | 264 | 2.4% | $3.94万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $171.13万 | 0.16% | 64,823 | 10,731 | 19.8% | $28.33万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $172.96万 | 0.16% | 4,858 | 332 | 7.3% | $11.82万 | 加仓 |
| GEV | GE VERNOVA INC | $174.77万 | 0.16% | 1,517 | 98 | 6.9% | $11.29万 | 加仓 |
| DSU | BLACKROCK DEBT STRATEGIES FD | $181.38万 | 0.17% | 186,989 | 53,980 | 40.6% | $52.36万 | 加仓 |
| NLR | VANECK ETF TRUST | $182.65万 | 0.17% | 15,677 | -252 | -1.6% | -$2.94万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $184.50万 | 0.17% | 13,920 | 696 | 5.3% | $9.22万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $184.84万 | 0.17% | 1,752 | 84 | 5.0% | $8.86万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $186.38万 | 0.17% | 35,842 | -11,777 | -24.7% | -$61.24万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $197.72万 | 0.18% | 18,086 | -450 | -2.4% | -$4.92万 | 减仓 |
| SHLD | GLOBAL X FDS | $200.86万 | 0.18% | 30,978 | -652 | -2.1% | -$4.23万 | 减仓 |
| BAC | BANK OF AMER CORP | $203.06万 | 0.19% | 33,901 | 3,855 | 12.8% | $23.09万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $204.20万 | 0.19% | 56,533 | 912 | 1.6% | $3.29万 | 加仓 |
| MTUM | ISHARES TR | $207.92万 | 0.19% | 6,463 | 1,458 | 29.1% | $46.91万 | 加仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $209.79万 | 0.19% | 98,586 | 16,459 | 20.0% | $35.02万 | 加仓 |
| — | ALPS ETF TR | $211.32万 | 0.19% | 29,714 | -221 | -0.7% | -$1.57万 | 减仓 |
| QGRW | WISDOMTREE TR | $211.69万 | 0.19% | 32,132 | 1,838 | 6.1% | $12.11万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $211.98万 | 0.19% | 10,632 | 8,045 | 311.0% | $160.40万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $212.79万 | 0.20% | 58,012 | -2,638 | -4.3% | -$9.68万 | 减仓 |
| IAU | ISHARES GOLD TR | $212.88万 | 0.20% | 27,188 | 5,211 | 23.7% | $40.80万 | 加仓 |
| IWL | ISHARES TR | $219.96万 | 0.20% | 11,811 | -263 | -2.2% | -$4.90万 | 减仓 |
| REMX | VANECK ETF TRUST | $222.47万 | 0.20% | 26,069 | -1,174 | -4.3% | -$10.02万 | 减仓 |
| TSLA | TESLA INC | $228.45万 | 0.21% | 5,442 | -249 | -4.4% | -$10.45万 | 减仓 |
| APH | AMPHENOL CORP | $233.60万 | 0.21% | 14,004 | -286 | -2.0% | -$4.77万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $234.01万 | 0.21% | 10,664 | 800 | 8.1% | $17.56万 | 加仓 |
| AMGN | AMGEN INC | $235.19万 | 0.22% | 6,418 | 323 | 5.3% | $11.84万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $237.87万 | 0.22% | 18,883 | 127 | 0.7% | $1.60万 | 加仓 |
| MS | MORGAN STANLEY | $238.55万 | 0.22% | 10,741 | -125 | -1.2% | -$2.78万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $243.83万 | 0.22% | 75,628 | 8,361 | 12.4% | $26.96万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $247.55万 | 0.23% | 2,514 | 1 | 0.0% | $985 | 加仓 |
| SO | SOUTHERN CO | $248.12万 | 0.23% | 25,849 | -458 | -1.7% | -$4.40万 | 减仓 |
| IJH | ISHARES TR | $252.45万 | 0.23% | 33,035 | 14,366 | 77.0% | $109.78万 | 加仓 |
| CSCO | CISCO SYS INC | $258.97万 | 0.24% | 22,721 | 621 | 2.8% | $7.08万 | 加仓 |
| PAVE | GLOBAL X FDS | $259.87万 | 0.24% | 44,938 | -2,309 | -4.9% | -$13.35万 | 减仓 |
| IEFA | ISHARES TR | $265.00万 | 0.24% | 26,955 | 8,723 | 47.8% | $85.76万 | 加仓 |
| CAT | CATERPILLAR INC | $275.56万 | 0.25% | 2,841 | 391 | 16.0% | $37.92万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $289.97万 | 0.27% | 40,335 | -282 | -0.7% | -$2.03万 | 减仓 |
| — | TIDAL TRUST II | $301.10万 | 0.28% | 201,000 | 190,750 | 1,861.0% | $285.74万 | 加仓 |
| CVX | CHEVRON CORPORATION | $302.62万 | 0.28% | 18,002 | -156 | -0.9% | -$2.62万 | 减仓 |
| MBSF | VALUED ADVISERS TR | $304.87万 | 0.28% | 118,810 | 2,426 | 2.1% | $6.23万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $311.28万 | 0.29% | 33,504 | -720 | -2.1% | -$6.69万 | 减仓 |
| KO | COCA COLA CO | $318.52万 | 0.29% | 38,394 | -439 | -1.1% | -$3.64万 | 减仓 |
| CLOI | VANECK ETF TRUST | $321.08万 | 0.29% | 60,853 | 2,130 | 3.6% | $11.24万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $323.61万 | 0.30% | 6,388 | 200 | 3.2% | $10.13万 | 加仓 |
| IJR | ISHARES TR | $325.54万 | 0.30% | 22,174 | 5,727 | 34.8% | $84.08万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $331.95万 | 0.30% | 3,493 | 237 | 7.3% | $22.52万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $332.32万 | 0.31% | 9,295 | 335 | 3.7% | $11.98万 | 加仓 |
| EEM | ISHARES TR | $332.77万 | 0.31% | 49,249 | -302 | -0.6% | -$2.04万 | 减仓 |
| MRK | MERCK & CO INC | $335.25万 | 0.31% | 26,444 | 329 | 1.3% | $4.17万 | 加仓 |
| IWM | ISHARES TR | $338.07万 | 0.31% | 11,310 | -1,412 | -11.1% | -$42.21万 | 减仓 |
| VGT | VANGUARD WORLD FD | $339.66万 | 0.31% | 29,188 | -203,548 | -87.5% | -$2,368.68万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $344.23万 | 0.32% | 83,795 | 10,700 | 14.6% | $43.96万 | 加仓 |
| WMT | WALMART INC | $344.84万 | 0.32% | 31,165 | 795 | 2.6% | $8.80万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $360.99万 | 0.33% | 19,665 | -11 | -0.1% | -$2,019 | 减仓 |
| — | EXXON MOBIL CORP | $365.27万 | 0.34% | 26,772 | 3,451 | 14.8% | $47.08万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $377.18万 | 0.35% | 29,483 | 1,489 | 5.3% | $19.05万 | 加仓 |
| ABBV | ABBVIE INC | $392.18万 | 0.36% | 15,394 | 1,289 | 9.1% | $32.84万 | 加仓 |
| HD | HOME DEPOT INC | $406.61万 | 0.37% | 11,596 | -1,978 | -14.6% | -$69.36万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $407.46万 | 0.37% | 15,712 | 2,352 | 17.6% | $61.00万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $410.13万 | 0.38% | 25,611 | 1,373 | 5.7% | $21.99万 | 加仓 |
| LLY | ELI LILLY & CO | $423.62万 | 0.39% | 3,530 | 93 | 2.7% | $11.16万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $428.51万 | 0.39% | 266,158 | -6,500 | -2.4% | -$10.47万 | 减仓 |
| IREN | IREN LIMITED | $439.14万 | 0.40% | 100,010 | -8 | -0.0% | -$351 | 减仓 |
| VTI | VANGUARD INDEX FDS | $441.32万 | 0.41% | 11,874 | 2,402 | 25.4% | $89.27万 | 加仓 |
| CCJ | CAMECO CORP | $443.36万 | 0.41% | 45,472 | 1,635 | 3.7% | $15.94万 | 加仓 |
| META | META PLATFORMS INC | $445.68万 | 0.41% | 7,424 | 245 | 3.4% | $14.71万 | 加仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $460.50万 | 0.42% | 113,088 | -25,106 | -18.2% | -$102.23万 | 减仓 |
| GOOG | ALPHABET INC | $469.00万 | 0.43% | 12,853 | 136 | 1.1% | $4.96万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $485.92万 | 0.45% | 39,244 | 1,511 | 4.0% | $18.71万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $504.90万 | 0.46% | 58,249 | -285,785 | -83.1% | -$2,477.18万 | 减仓 |
| GLD | SPDR GOLD TR | $510.57万 | 0.47% | 13,361 | 346 | 2.7% | $13.22万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $577.66万 | 0.53% | 26,868 | 775 | 3.0% | $16.66万 | 加仓 |
| SHY | ISHARES TR | $646.87万 | 0.59% | 78,905 | 3,459 | 4.6% | $28.36万 | 加仓 |
| QUAL | ISHARES TR | $687.52万 | 0.63% | 31,467 | 543 | 1.8% | $11.86万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $794.75万 | 0.73% | 23,533 | 1,154 | 5.2% | $38.97万 | 加仓 |
| PSFF | PACER FDS TR | $897.37万 | 0.82% | 261,166 | -5,962 | -2.2% | -$20.49万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $900.54万 | 0.83% | 101,837 | 47,157 | 86.2% | $417.01万 | 加仓 |
| AVGO | BROADCOM INC | $944.22万 | 0.87% | 25,253 | 328 | 1.3% | $12.26万 | 加仓 |
| IEF | ISHARES TR | $955.29万 | 0.88% | 101,433 | 29,932 | 41.9% | $281.90万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,043.09万 | 0.96% | 35,060 | -6,040 | -14.7% | -$179.70万 | 减仓 |
| — | MANAGED PORTFOLIO SER | $1,056.34万 | 0.97% | 226,731 | 4,199 | 1.9% | $19.56万 | 加仓 |
| AMZN | AMAZON COM INC | $1,077.41万 | 0.99% | 44,127 | 1,928 | 4.6% | $47.07万 | 加仓 |
| GOOGL | ALPHABET INC | $1,171.58万 | 1.08% | 31,970 | 1,264 | 4.1% | $46.32万 | 加仓 |
| ICSH | ISHARES TR | $1,199.88万 | 1.10% | 237,882 | -47,109 | -16.5% | -$237.62万 | 减仓 |
| IVV | ISHARES TR | $1,330.90万 | 1.22% | 17,633 | 1,390 | 8.6% | $104.91万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $1,384.64万 | 1.27% | 498,160 | 17,784 | 3.7% | $49.43万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,574.03万 | 1.44% | 22,792 | 4,257 | 23.0% | $293.99万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,684.61万 | 1.55% | 43,559 | -152 | -0.3% | -$5.88万 | 减仓 |
| — | LISTED FDS TR | $1,694.86万 | 1.56% | 401,701 | 13,276 | 3.4% | $56.01万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,796.03万 | 1.65% | 23,906 | 1,378 | 6.1% | $103.53万 | 加仓 |
| KHPI | MANAGED PORTFOLIO SER | $1,841.30万 | 1.69% | 709,283 | 44,285 | 6.7% | $114.96万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,106.13万 | 1.93% | 29,138 | 86 | 0.3% | $6.22万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,302.73万 | 2.11% | 117,756 | 2,340 | 2.0% | $45.76万 | 加仓 |
| — | LISTED FDS TR | $2,355.86万 | 2.16% | 1,151,999 | 97,143 | 9.2% | $198.66万 | 加仓 |
| — | LISTED FDS TR | $2,366.83万 | 2.17% | 736,641 | 23,320 | 3.3% | $74.93万 | 加仓 |
| BIL | SPDR SERIES TRUST | $2,368.62万 | 2.17% | 259,063 | 33,785 | 15.0% | $308.90万 | 加仓 |
| MGV | VANGUARD WORLD FD | $2,410.60万 | 2.21% | 146,800 | 3,723 | 2.6% | $61.14万 | 加仓 |
| — | LISTED FDS TR | $2,539.99万 | 2.33% | 1,162,735 | 153,253 | 15.2% | $334.78万 | 加仓 |
| IWF | ISHARES TR | $2,618.83万 | 2.40% | 212,913 | -604,511 | -74.0% | -$7,435.49万 | 减仓 |