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 |
|---|---|---|---|---|---|---|---|---|
| AEP | AMERICAN ELEC PWR CO INC | $37.06万 | 0.04% | 2,896 | 8 | 0.3% | $1,024 | 加仓 |
| EQIX | EQUINIX INC | $36.86万 | 0.03% | 342 | 7 | 2.1% | $7,544 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $36.79万 | 0.03% | 4,793 | 1,180 | 32.7% | $9.06万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $36.62万 | 0.03% | 1,241 | -46 | -3.6% | -$1.36万 | 减仓 |
| DXJ | WISDOMTREE TR | $36.56万 | 0.03% | 2,131 | -97 | -4.4% | -$1.66万 | 减仓 |
| OEF | ISHARES TR | $36.35万 | 0.03% | 980 | -65 | -6.2% | -$2.41万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $36.09万 | 0.03% | 10,253 | 10,253 | — | $36.09万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $36.05万 | 0.03% | 2,026 | 2,026 | — | $36.05万 | 新建仓 |
| CNC | CENTENE CORP DEL | $35.95万 | 0.03% | 6,113 | -3,211 | -34.4% | -$18.88万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $35.92万 | 0.03% | 4,455 | 3,040 | 214.8% | $24.51万 | 重新持有 |
| DHR | DANAHER CORP DEL | $35.90万 | 0.03% | 2,163 | -793 | -26.8% | -$13.16万 | 减仓 |
| DAL | DELTA AIR LINES INC | $35.65万 | 0.03% | 5,018 | 609 | 13.8% | $4.33万 | 加仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $35.62万 | 0.03% | 27,256 | 5,756 | 26.8% | $7.52万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $35.59万 | 0.03% | 10,755 | 40 | 0.4% | $1,324 | 加仓 |
| LRCX | LAM RESEARCH CORP | $35.50万 | 0.03% | 1,201 | -1 | -0.1% | -$296 | 减仓 |
| MTZ | MASTEC INC | $35.43万 | 0.03% | 836 | 19 | 2.3% | $8,052 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $35.38万 | 0.03% | 4,038 | -13,154 | -76.5% | -$115.24万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $35.33万 | 0.03% | 13,269 | 161 | 1.2% | $4,287 | 加仓 |
| EME | EMCOR GROUP INC | $35.07万 | 0.03% | 380 | 3 | 0.8% | $2,769 | 加仓 |
| SMH | VANECK ETF TRUST | $35.03万 | 0.03% | 612 | 58 | 10.5% | $3.32万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $34.84万 | 0.03% | 1,142 | -106 | -8.5% | -$3.23万 | 减仓 |
| CME | CME GROUP INC | $34.77万 | 0.03% | 1,170 | -74 | -5.9% | -$2.20万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $34.68万 | 0.03% | 13,857 | -1,090 | -7.3% | -$2.73万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $34.51万 | 0.03% | 10,013 | 10,013 | — | $34.51万 | 新建仓 |
| PHYL | PGIM ETF TR | $34.30万 | 0.03% | 9,780 | 133 | 1.4% | $4,665 | 加仓 |
| ET | ENERGY TRANSFER L P | $34.27万 | 0.03% | 17,050 | -1,097 | -6.0% | -$2.20万 | 减仓 |
| DOW | DOW HLDGS INC | $34.11万 | 0.03% | 8,781 | 8,781 | — | $34.11万 | 新建仓 |
| QQQE | DIREXION SHARES ETF TRUST | $33.96万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $33.73万 | 0.03% | 1,963 | 29 | 1.5% | $4,983 | 加仓 |
| DIS | DISNEY WALT CO | $33.71万 | 0.03% | 3,213 | -282 | -8.1% | -$2.96万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $33.55万 | 0.03% | 2,521 | 504 | 25.0% | $6.71万 | 加仓 |
| DE | DEERE & CO | $33.53万 | 0.03% | 577 | 577 | — | $33.53万 | 新建仓 |
| SSB | SOUTHSTATE BK CORP | $33.52万 | 0.03% | 3,647 | 175 | 5.0% | $1.61万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $33.24万 | 0.03% | 3,646 | -429 | -10.5% | -$3.91万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $33.23万 | 0.03% | 1,911 | 159 | 9.1% | $2.77万 | 加仓 |
| LGH | NORTHERN LTS FD TR III | $33.16万 | 0.03% | 5,211 | 1,044 | 25.1% | $6.64万 | 加仓 |
| EWJ | ISHARES INC | $32.74万 | 0.03% | 3,517 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $32.74万 | 0.03% | 207 | 13 | 6.7% | $2.06万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $32.48万 | 0.03% | 6,794 | 6 | 0.1% | $287 | 加仓 |
| UNP | UNION PAC CORP | $32.35万 | 0.03% | 1,223 | -17 | -1.4% | -$4,497 | 减仓 |
| HSY | HERSHEY CO | $32.12万 | 0.03% | 1,641 | 59 | 3.7% | $1.15万 | 加仓 |
| PWR | QUANTA SVCS INC | $31.84万 | 0.03% | 412 | -10 | -2.4% | -$7,728 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $31.74万 | 0.03% | 3,847 | 3,206 | 500.2% | $26.45万 | 加仓 |
| LQD | ISHARES TR | $31.47万 | 0.03% | 2,898 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $31.15万 | 0.03% | 3,237 | 0 | 0.0% | — | 不变 |
| — | DIREXION SHARES ETF TRUST | $31.00万 | 0.03% | 1,450 | 4 | 0.3% | $855 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $31.00万 | 0.03% | 1,425 | -89 | -5.9% | -$1.94万 | 减仓 |
| USMV | ISHARES TR | $30.56万 | 0.03% | 3,240 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $30.49万 | 0.03% | 2,549 | -183 | -6.7% | -$2.19万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $30.45万 | 0.03% | 1,280 | 18 | 1.4% | $4,282 | 加仓 |
| — | TIDAL TRUST II | $30.23万 | 0.03% | 10,250 | 10,250 | — | $30.23万 | 新建仓 |
| BP | BP PLC | $30.09万 | 0.03% | 6,817 | -1,101 | -13.9% | -$4.86万 | 减仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $30.00万 | 0.03% | 5,800 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $29.89万 | 0.03% | 6,374 | -343 | -5.1% | -$1.61万 | 减仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $29.78万 | 0.03% | 5,008 | 0 | 0.0% | — | 不变 |
| COWG | PACER FDS TR | $29.77万 | 0.03% | 7,980 | 121 | 1.5% | $4,515 | 加仓 |
| HAL | HALLIBURTON CO | $29.75万 | 0.03% | 7,254 | 291 | 4.2% | $1.19万 | 加仓 |
| USXF | ISHARES TR | $29.44万 | 0.03% | 4,434 | 0 | 0.0% | — | 不变 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $28.85万 | 0.03% | 10,442 | -36 | -0.3% | -$995 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $28.81万 | 0.03% | 6,400 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $28.79万 | 0.03% | 4,764 | 15 | 0.3% | $906 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $28.44万 | 0.03% | 1,076 | 173 | 19.2% | $4.57万 | 加仓 |
| HDV | ISHARES TR | $28.38万 | 0.03% | 10,441 | 8,353 | 400.0% | $22.70万 | 加仓 |
| TSN | TYSON FOODS INC | $28.33万 | 0.03% | 4,236 | 135 | 3.3% | $9,030 | 加仓 |
| AGG | ISHARES TR | $28.17万 | 0.03% | 2,855 | 33 | 1.2% | $3,256 | 加仓 |
| TFC | TRUIST FINL CORP | $28.08万 | 0.03% | 6,033 | -418 | -6.5% | -$1.95万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $28.03万 | 0.03% | 3,752 | -833 | -18.2% | -$6.22万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $27.90万 | 0.03% | 1,940 | 55 | 2.9% | $7,911 | 加仓 |
| MET | METLIFE INC | $27.84万 | 0.03% | 3,566 | -157 | -4.2% | -$1.23万 | 减仓 |
| PLD | PROLOGIS INC. | $27.58万 | 0.03% | 1,943 | -24 | -1.2% | -$3,407 | 减仓 |
| SBUX | STARBUCKS CORP | $27.49万 | 0.03% | 2,595 | -382 | -12.8% | -$4.05万 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $27.37万 | 0.03% | 4,915 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $27.12万 | 0.03% | 5,061 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $27.05万 | 0.03% | 5,479 | -2,548 | -31.7% | -$12.58万 | 减仓 |
| DGS | WISDOMTREE TR | $26.97万 | 0.03% | 4,177 | 5 | 0.1% | $323 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $26.88万 | 0.03% | 3,891 | -2,286 | -37.0% | -$15.79万 | 减仓 |
| ALL | ALLSTATE CORP | $26.80万 | 0.03% | 1,243 | -5 | -0.4% | -$1,078 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $26.73万 | 0.03% | 740 | 740 | — | $26.73万 | 新建仓 |
| DES | WISDOMTREE TR | $26.63万 | 0.03% | 7,012 | 3 | 0.0% | $114 | 加仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $26.63万 | 0.03% | 4,612 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $25.91万 | 0.02% | 1,662 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $25.80万 | 0.02% | 1,754 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $25.33万 | 0.02% | 3,311 | 3 | 0.1% | $230 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $25.08万 | 0.02% | 1,250 | -103 | -7.6% | -$2.07万 | 减仓 |
| AON | AON PLC | $24.81万 | 0.02% | 798 | 798 | — | $24.81万 | 新建仓 |
| CRH | CRH PLC | $24.60万 | 0.02% | 2,262 | 2,262 | — | $24.60万 | 新建仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $24.57万 | 0.02% | 2,201 | -78 | -3.4% | -$8,707 | 减仓 |
| USMF | WISDOMTREE TR | $24.53万 | 0.02% | 4,726 | 17 | 0.4% | $882 | 加仓 |
| VV | VANGUARD INDEX FDS | $24.47万 | 0.02% | 717 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $24.45万 | 0.02% | 1,608 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $24.17万 | 0.02% | 776 | 4 | 0.5% | $1,246 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $24.06万 | 0.02% | 5,650 | -169 | -2.9% | -$7,196 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $24.03万 | 0.02% | 1,812 | -80 | -4.2% | -$1.06万 | 减仓 |
| TGT | TARGET CORP | $24.03万 | 0.02% | 1,978 | 53 | 2.8% | $6,438 | 加仓 |
| ARCC | ARES CAPITAL CORP | $23.89万 | 0.02% | 12,723 | 0 | 0.0% | — | 不变 |
| TBT | PROSHARES TR | $23.65万 | 0.02% | 6,487 | 6,487 | — | $23.65万 | 新建仓 |
| MBB | ISHARES TR | $23.43万 | 0.02% | 2,484 | -176 | -6.6% | -$1.66万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $23.30万 | 0.02% | 4,490 | 4,490 | — | $23.30万 | 新建仓 |
| BOND | PIMCO ETF TR | $23.08万 | 0.02% | 2,515 | 2,515 | — | $23.08万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $23.03万 | 0.02% | 4,597 | 0 | 0.0% | — | 不变 |