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 |
|---|---|---|---|---|---|---|---|---|
| FLQM | FRANKLIN TEMPLETON ETF TR | $25.66万 | 0.02% | 4,347 | 255 | 6.2% | $1.51万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $25.54万 | 0.02% | 1,855 | 43 | 2.4% | $5,920 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $25.35万 | 0.02% | 4,622 | 555 | 13.6% | $3.04万 | 加仓 |
| USMF | WISDOMTREE TR | $25.29万 | 0.02% | 4,742 | 16 | 0.3% | $853 | 加仓 |
| SYY | SYSCO CORP | $25.23万 | 0.02% | 2,995 | -42 | -1.4% | -$3,538 | 重新持有 |
| CSX | CSX CORP | $25.22万 | 0.02% | 5,167 | 340 | 7.0% | $1.66万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $25.14万 | 0.02% | 2,940 | -1,515 | -34.0% | -$12.95万 | 减仓 |
| SBUX | STARBUCKS CORP | $24.97万 | 0.02% | 2,446 | -149 | -5.7% | -$1.52万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $24.81万 | 0.02% | 2,560 | 181 | 7.6% | $1.75万 | 加仓 |
| IHDG | WISDOMTREE TR | $24.74万 | 0.02% | 4,630 | 60 | 1.3% | $3,206 | 加仓 |
| XBI | SPDR SERIES TRUST | $24.57万 | 0.02% | 1,528 | 1,528 | — | $24.57万 | 新建仓 |
| BP | BP PLC | $24.45万 | 0.02% | 6,540 | -277 | -4.1% | -$1.04万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $24.42万 | 0.02% | 2,155 | -46 | -2.1% | -$5,212 | 减仓 |
| RY | ROYAL BK CDA | $24.07万 | 0.02% | 1,157 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $23.93万 | 0.02% | 574 | 37 | 6.9% | $1.54万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $23.92万 | 0.02% | 748 | 8 | 1.1% | $2,558 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $23.91万 | 0.02% | 451 | 6 | 1.3% | $3,181 | 加仓 |
| TPR | TAPESTRY INC | $23.83万 | 0.02% | 1,638 | 18 | 1.1% | $2,618 | 加仓 |
| BDX | BECTON DICKINSON & CO | $23.80万 | 0.02% | 1,530 | 126 | 9.0% | $1.96万 | 加仓 |
| DVY | ISHARES TR | $23.72万 | 0.02% | 1,497 | -111 | -6.9% | -$1.76万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $23.61万 | 0.02% | 12,723 | 0 | 0.0% | — | 不变 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $23.52万 | 0.02% | 6,450 | 6,450 | — | $23.52万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $23.51万 | 0.02% | 5,473 | -177 | -3.1% | -$7,604 | 减仓 |
| — | WISDOMTREE TR | $23.41万 | 0.02% | 7,767 | 7,767 | — | $23.41万 | 新建仓 |
| HAL | HALLIBURTON CO | $23.39万 | 0.02% | 7,088 | -166 | -2.3% | -$5,478 | 减仓 |
| MBB | ISHARES TR | $23.32万 | 0.02% | 2,473 | -11 | -0.4% | -$1,037 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $23.28万 | 0.02% | 4,147 | 220 | 5.6% | $1.24万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $23.24万 | 0.02% | 4,490 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $23.23万 | 0.02% | 4,597 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR | $23.10万 | 0.02% | 2,515 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $23.07万 | 0.02% | 608 | 51 | 9.2% | $1.94万 | 加仓 |
| PMBS | PIMCO ETF TR | $22.98万 | 0.02% | 4,663 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $22.93万 | 0.02% | 1,180 | 1,180 | — | $22.93万 | 新建仓 |
| DMBS | DOUBLELINE ETF TRUST | $22.92万 | 0.02% | 4,679 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $22.90万 | 0.02% | 6,278 | 684 | 12.2% | $2.49万 | 加仓 |
| IWB | ISHARES TR | $22.85万 | 0.02% | 555 | 1 | 0.2% | $412 | 加仓 |
| DTD | WISDOMTREE TR | $22.65万 | 0.02% | 2,407 | 43 | 1.8% | $4,046 | 加仓 |
| GDX | VANECK ETF TRUST | $22.34万 | 0.02% | 2,837 | -400 | -12.4% | -$3.15万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $22.22万 | 0.02% | 2,266 | -47 | -2.0% | -$4,610 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $22.13万 | 0.02% | 2,370 | 2,370 | — | $22.13万 | 新建仓 |
| YUM | YUM BRANDS INC | $22.12万 | 0.02% | 1,333 | 39 | 3.0% | $6,472 | 重新持有 |
| AVDV | AMERICAN CENTY ETF TR | $22.10万 | 0.02% | 2,089 | 37 | 1.8% | $3,914 | 加仓 |
| IDVO | AMPLIFY ETF TR | $22.09万 | 0.02% | 5,237 | 474 | 10.0% | $2.00万 | 加仓 |
| BTAL | AGF INVTS TR | $22.07万 | 0.02% | 19,211 | -30,525 | -61.4% | -$35.07万 | 减仓 |
| SPGI | S&P GLOBAL INC | $22.03万 | 0.02% | 493 | -147 | -23.0% | -$6.57万 | 重新持有 |
| MPC | MARATHON PETE CORP | $22.02万 | 0.02% | 819 | 819 | — | $22.02万 | 新建仓 |
| GPC | GENUINE PARTS CO | $22.02万 | 0.02% | 1,711 | 1,711 | — | $22.02万 | 新建仓 |
| EXC | EXELON CORP | $21.93万 | 0.02% | 4,662 | -47 | -1.0% | -$2,211 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $21.93万 | 0.02% | 628 | -34 | -5.1% | -$1.19万 | 减仓 |
| BX | BLACKSTONE INC | $21.89万 | 0.02% | 1,774 | -775 | -30.4% | -$9.57万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $21.82万 | 0.02% | 1,302 | 1,302 | — | $21.82万 | 新建仓 |
| DE | DEERE & CO | $21.81万 | 0.02% | 343 | -234 | -40.6% | -$14.88万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $21.81万 | 0.02% | 541 | 541 | — | $21.81万 | 新建仓 |
| PBI | PITNEY BOWES INC | $21.63万 | 0.02% | 12,873 | 12,873 | — | $21.63万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $21.30万 | 0.02% | 2,941 | -811 | -21.6% | -$5.87万 | 减仓 |
| GIS | GENERAL MILLS INC | $21.26万 | 0.02% | 5,887 | 5,887 | — | $21.26万 | 新建仓 |
| MCO | MOODYS CORP | $21.25万 | 0.02% | 426 | 426 | — | $21.25万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $21.20万 | 0.02% | 3,024 | 3,024 | — | $21.20万 | 新建仓 |
| ICF | ISHARES TR | $21.19万 | 0.02% | 3,116 | 1 | 0.0% | $68 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $21.06万 | 0.02% | 4,493 | 4,493 | — | $21.06万 | 新建仓 |
| F | FORD MTR CO | $20.99万 | 0.02% | 15,174 | 3,907 | 34.7% | $5.40万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $20.94万 | 0.02% | 5,485 | 5,485 | — | $20.94万 | 新建仓 |
| AFDM | FIRST TR EXCH TRADED FD III | $20.80万 | 0.02% | 2,354 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $20.70万 | 0.02% | 2,492 | -601 | -19.4% | -$4.99万 | 重新持有 |
| PFEB | INNOVATOR ETFS TRUST | $20.56万 | 0.02% | 4,760 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $20.52万 | 0.02% | 1,181 | 12 | 1.0% | $2,085 | 加仓 |
| DGRS | WISDOMTREE TR | $20.46万 | 0.02% | 3,473 | -446 | -11.4% | -$2.63万 | 减仓 |
| — | FLEXSHARES TR | $20.42万 | 0.02% | 4,762 | -667 | -12.3% | -$2.86万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $20.38万 | 0.02% | 1,087 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $20.23万 | 0.02% | 5,017 | 5,017 | — | $20.23万 | 新建仓 |
| IUSB | ISHARES TR | $20.13万 | 0.02% | 4,376 | -232 | -5.0% | -$1.07万 | 减仓 |
| EVUS | ISHARES TR | $20.02万 | 0.02% | 5,625 | 5,625 | — | $20.02万 | 新建仓 |
| BRW | SABA CAPITAL INCOME & OPRNT | $16.20万 | 0.01% | 24,103 | 24,103 | — | $16.20万 | 新建仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $15.87万 | 0.01% | 16,850 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR 看跌期权 | $14.95万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| MSIF | MSC INCOME FUND INC | $14.41万 | 0.01% | 12,399 | 0 | 0.0% | — | 不变 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $14.14万 | 0.01% | 16,540 | 22 | 0.1% | $188 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $14.12万 | 0.01% | 11,000 | 11,000 | — | $14.12万 | 新建仓 |
| SLV | ISHARES SILVER TR 看涨期权 | $14.03万 | 0.01% | 2,500 | -56,300 | -95.7% | -$315.90万 | 减仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $12.20万 | 0.01% | 33,150 | -17 | -0.1% | -$63 | 减仓 |
| INTC | INTEL CORP 看跌期权 | $8.55万 | 0.01% | 700 | 700 | — | $8.55万 | 新建仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $8.14万 | 0.01% | 10,379 | 10,379 | — | $8.14万 | 新建仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $5.71万 | 0.01% | 10,604 | 10,604 | — | $5.71万 | 新建仓 |
| — | VISTA GOLD CORP | $5.08万 | 0.00% | 27,633 | 0 | 0.0% | — | 不变 |
| AGQ | PROSHARES TR II 看涨期权 | $7,468 | 0.00% | 100 | 100 | — | $7,468 | 新建仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -53,995 | -100.0% | -$289.74万 | 清仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -10,768 | -100.0% | -$51.73万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -8,781 | -100.0% | -$34.11万 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -4,236 | -100.0% | -$28.33万 | 清仓 |
| SECT | NORTHERN LTS FD TR IV | $0 | 0.00% | 0 | -3,891 | -100.0% | -$26.88万 | 清仓 |
| CRH | CRH PLC | $0 | 0.00% | 0 | -2,262 | -100.0% | -$24.60万 | 清仓 |
| TBT | PROSHARES TR | $0 | 0.00% | 0 | -6,487 | -100.0% | -$23.65万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -531 | -100.0% | -$22.96万 | 清仓 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -2,417 | -100.0% | -$22.72万 | 清仓 |
| MLI | MUELLER INDS INC | $0 | 0.00% | 0 | -1,607 | -100.0% | -$22.43万 | 清仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $0 | 0.00% | 0 | -2,180 | -100.0% | -$21.78万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -6,474 | -100.0% | -$21.33万 | 清仓 |
| — | JANUS HENDERSON GROUP PLC | $0 | 0.00% | 0 | -4,044 | -100.0% | -$20.91万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -1,413 | -100.0% | -$20.41万 | 清仓 |
| PTLC | PACER FDS TR | $0 | 0.00% | 0 | -3,485 | -100.0% | -$20.14万 | 清仓 |