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 |
|---|---|---|---|---|---|---|---|---|
| PMBS | PIMCO ETF TR | $23.01万 | 0.02% | 4,663 | 4,663 | — | $23.01万 | 新建仓 |
| — | FLEXSHARES TR | $22.98万 | 0.02% | 5,429 | -100 | -1.8% | -$4,233 | 减仓 |
| HCA | HCA HEALTHCARE INC | $22.96万 | 0.02% | 537 | 14 | 2.7% | $5,986 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $22.96万 | 0.02% | 531 | -301 | -36.2% | -$13.01万 | 减仓 |
| IHDG | WISDOMTREE TR | $22.94万 | 0.02% | 4,570 | 4 | 0.1% | $201 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $22.91万 | 0.02% | 4,679 | 4,679 | — | $22.91万 | 新建仓 |
| STT | STATE STR CORP | $22.81万 | 0.02% | 1,505 | 1,505 | — | $22.81万 | 新建仓 |
| SGOV | ISHARES TR | $22.79万 | 0.02% | 2,267 | -388 | -14.6% | -$3.90万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $22.75万 | 0.02% | 3,250 | 3,250 | — | $22.75万 | 新建仓 |
| HAS | HASBRO INC | $22.72万 | 0.02% | 2,417 | -1 | -0.0% | -$94 | 减仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $22.70万 | 0.02% | 4,092 | -1,861 | -31.3% | -$10.32万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $22.59万 | 0.02% | 1,169 | 1,169 | — | $22.59万 | 新建仓 |
| AVDV | AMERICAN CENTY ETF TR | $22.59万 | 0.02% | 2,052 | 2,052 | — | $22.59万 | 新建仓 |
| MLI | MUELLER INDS INC | $22.43万 | 0.02% | 1,607 | 1,607 | — | $22.43万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $22.42万 | 0.02% | 495 | 495 | — | $22.42万 | 新建仓 |
| IWB | ISHARES TR | $22.39万 | 0.02% | 554 | 554 | — | $22.39万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $22.13万 | 0.02% | 445 | 5 | 1.1% | $2,486 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $21.94万 | 0.02% | 2,379 | 2,379 | — | $21.94万 | 新建仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $21.78万 | 0.02% | 2,180 | 2,180 | — | $21.78万 | 新建仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $21.69万 | 0.02% | 4,067 | 4,067 | — | $21.69万 | 新建仓 |
| DTD | WISDOMTREE TR | $21.62万 | 0.02% | 2,364 | 5 | 0.2% | $457 | 加仓 |
| ABNB | AIRBNB INC | $21.61万 | 0.02% | 1,625 | -80 | -4.7% | -$1.06万 | 减仓 |
| DGRS | WISDOMTREE TR | $21.58万 | 0.02% | 3,919 | -256 | -6.1% | -$1.41万 | 减仓 |
| TPR | TAPESTRY INC | $21.49万 | 0.02% | 1,620 | -79 | -4.6% | -$1.05万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $21.44万 | 0.02% | 1,087 | -5,918 | -84.5% | -$116.74万 | 重新持有 |
| CSX | CSX CORP | $21.43万 | 0.02% | 4,827 | 4,827 | — | $21.43万 | 新建仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $21.43万 | 0.02% | 2,313 | 7 | 0.3% | $648 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $21.42万 | 0.02% | 5,594 | 5,594 | — | $21.42万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $21.40万 | 0.02% | 2,090 | 2,090 | — | $21.40万 | 新建仓 |
| CPRT | COPART INC | $21.33万 | 0.02% | 6,474 | 6,474 | — | $21.33万 | 新建仓 |
| IUSB | ISHARES TR | $21.19万 | 0.02% | 4,608 | -674 | -12.8% | -$3.10万 | 减仓 |
| ICF | ISHARES TR | $21.01万 | 0.02% | 3,115 | 3,115 | — | $21.01万 | 新建仓 |
| — | JANUS HENDERSON GROUP PLC | $20.91万 | 0.02% | 4,044 | 4,044 | — | $20.91万 | 新建仓 |
| EXC | EXELON CORP | $20.85万 | 0.02% | 4,709 | 205 | 4.6% | $9,075 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $20.83万 | 0.02% | 4,001 | 4,001 | — | $20.83万 | 新建仓 |
| RY | ROYAL BK CDA | $20.82万 | 0.02% | 1,157 | 1,157 | — | $20.82万 | 新建仓 |
| IDVO | AMPLIFY ETF TR | $20.52万 | 0.02% | 4,763 | 4,763 | — | $20.52万 | 新建仓 |
| AFDM | FIRST TR EXCH TRADED FD III | $20.44万 | 0.02% | 2,354 | 2,354 | — | $20.44万 | 新建仓 |
| IT | GARTNER INC | $20.41万 | 0.02% | 1,413 | 1,413 | — | $20.41万 | 新建仓 |
| PFEB | INNOVATOR ETFS TRUST | $20.31万 | 0.02% | 4,760 | 4,760 | — | $20.31万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $20.29万 | 0.02% | 662 | -145 | -18.0% | -$4.44万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $20.24万 | 0.02% | 1,404 | -291 | -17.2% | -$4.20万 | 减仓 |
| TER | TERADYNE INC | $20.24万 | 0.02% | 557 | 557 | — | $20.24万 | 新建仓 |
| PTLC | PACER FDS TR | $20.14万 | 0.02% | 3,485 | 3,485 | — | $20.14万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $20.05万 | 0.02% | 818 | 818 | — | $20.05万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $20.04万 | 0.02% | 3,157 | 3,157 | — | $20.04万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $20.03万 | 0.02% | 3,927 | -199 | -4.8% | -$1.01万 | 减仓 |
| — | GABELLI UTIL TR | $19.89万 | 0.02% | 31,521 | 31,521 | — | $19.89万 | 新建仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $15.74万 | 0.01% | 16,850 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $15.29万 | 0.01% | 11,267 | -55 | -0.5% | -$746 | 减仓 |
| MSIF | MSC INCOME FUND INC | $15.14万 | 0.01% | 12,399 | 63 | 0.5% | $769 | 加仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $14.35万 | 0.01% | 16,518 | 1,273 | 8.4% | $1.11万 | 加仓 |
| IWM | ISHARES TR 看跌期权 | $14.13万 | 0.01% | 500 | 500 | — | $14.13万 | 新建仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $9.65万 | 0.01% | 33,167 | 18 | 0.1% | $52 | 加仓 |
| — | VISTA GOLD CORP | $6.38万 | 0.01% | 27,633 | 325 | 1.2% | $751 | 加仓 |
| ABR | ARBOR REALTY TRUST INC | $6.09万 | 0.01% | 10,354 | 10,354 | — | $6.09万 | 新建仓 |
| — | ALIGHT INC | $1.07万 | 0.00% | 13,495 | 13,495 | — | $1.07万 | 新建仓 |
| IEUR | ISHARES TR | $0 | 0.00% | 0 | -25,560 | -100.0% | -$172.56万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -53,995 | -100.0% | -$98.54万 | 清仓 |
| FMB | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -8,201 | -100.0% | -$41.68万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -868 | -100.0% | -$39.53万 | 清仓 |
| FLOT | ISHARES TR | $0 | 0.00% | 0 | -7,595 | -100.0% | -$38.64万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -12,704 | -100.0% | -$36.87万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SLQD | ISHARES TR | $0 | 0.00% | 0 | -5,349 | -100.0% | -$26.91万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,340 | -100.0% | -$26.79万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -597 | -100.0% | -$24.36万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,146 | -100.0% | -$23.89万 | 清仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -8,786 | -100.0% | -$22.07万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -294 | -100.0% | -$21.55万 | 清仓 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | -6,940 | -100.0% | -$21.01万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -368 | -100.0% | -$20.34万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | -1,621 | -100.0% | -$20.18万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -913 | -100.0% | -$20.09万 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -4,192 | -100.0% | -$20.04万 | 清仓 |
| ADT | ADT INC DEL | $0 | 0.00% | 0 | -12,018 | -100.0% | -$7.82万 | 清仓 |
| AIV | APARTMENT INVT & MGMT CO | $0 | 0.00% | 0 | -12,982 | -100.0% | -$5.26万 | 清仓 |