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 |
|---|---|---|---|---|---|---|---|---|
| OVL | LISTED FDS TR | $1.15亿 | 10.91% | 2,004,976 | 263,374 | 15.1% | $1,509.40万 | 加仓 |
| — | LISTED FDS TR | $4,362.54万 | 4.14% | 1,042,643 | -47,440 | -4.4% | -$198.49万 | 减仓 |
| — | LISTED FDS TR | $3,476.82万 | 3.30% | 1,576,480 | 100,637 | 6.8% | $221.95万 | 加仓 |
| AAPL | APPLE INC | $3,036.11万 | 2.88% | 101,586 | 22,276 | 28.1% | $665.76万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,606.43万 | 2.47% | 115,416 | 6,317 | 5.8% | $142.66万 | 加仓 |
| IWF | ISHARES TR | $2,540.35万 | 2.41% | 204,356 | 155,299 | 316.6% | $1,930.53万 | 加仓 |
| — | LISTED FDS TR | $2,280.71万 | 2.17% | 713,321 | 30,511 | 4.5% | $97.55万 | 加仓 |
| MGV | VANGUARD WORLD FD | $2,219.98万 | 2.11% | 143,077 | 4,327 | 3.1% | $67.14万 | 加仓 |
| — | LISTED FDS TR | $2,193.10万 | 2.08% | 1,009,482 | 118,368 | 13.3% | $257.15万 | 加仓 |
| — | LISTED FDS TR | $2,172.48万 | 2.06% | 1,054,856 | -36,485 | -3.3% | -$75.14万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,076.34万 | 1.97% | 29,052 | -1,375 | -4.5% | -$98.27万 | 减仓 |
| BIL | SPDR SERIES TRUST | $2,061.07万 | 1.96% | 225,278 | -94,370 | -29.5% | -$863.39万 | 减仓 |
| VGT | VANGUARD WORLD FD | $2,029.81万 | 1.93% | 29,092 | 25,364 | 680.4% | $1,769.70万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,771.22万 | 1.68% | 43,711 | 548 | 1.3% | $22.21万 | 加仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $1,734.32万 | 1.65% | 664,998 | 28,069 | 4.4% | $73.20万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,672.24万 | 1.59% | 22,528 | 257 | 1.2% | $19.08万 | 加仓 |
| — | LISTED FDS TR | $1,534.87万 | 1.46% | 388,425 | 14,181 | 3.8% | $56.04万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $1,462.74万 | 1.39% | 480,376 | 29,450 | 6.5% | $89.68万 | 加仓 |
| ICSH | ISHARES TR | $1,439.78万 | 1.37% | 284,991 | -120,338 | -29.7% | -$607.95万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,264.87万 | 1.20% | 18,535 | -38 | -0.2% | -$2.59万 | 减仓 |
| GOOGL | ALPHABET INC | $1,236.29万 | 1.17% | 30,706 | 1,061 | 3.6% | $42.72万 | 加仓 |
| IVV | ISHARES TR | $1,211.30万 | 1.15% | 16,243 | 411 | 2.6% | $30.65万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,209.00万 | 1.15% | 41,100 | 20,065 | 95.4% | $590.23万 | 加仓 |
| AMZN | AMAZON COM INC | $1,139.93万 | 1.08% | 42,199 | 1,881 | 4.7% | $50.81万 | 加仓 |
| AVGO | BROADCOM INC | $1,038.86万 | 0.99% | 24,925 | 315 | 1.3% | $13.13万 | 加仓 |
| — | MANAGED PORTFOLIO SERIES | $1,006.62万 | 0.96% | 222,532 | 11,727 | 5.6% | $53.05万 | 加仓 |
| PSFF | PACER FDS TR | $906.85万 | 0.86% | 267,128 | -142 | -0.1% | -$4,821 | 减仓 |
| IEF | ISHARES TR | $674.40万 | 0.64% | 71,501 | -4,085 | -5.4% | -$38.53万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $671.92万 | 0.64% | 22,379 | -175 | -0.8% | -$5.25万 | 减仓 |
| QUAL | ISHARES TR | $652.40万 | 0.62% | 30,924 | -845 | -2.7% | -$17.83万 | 减仓 |
| SHY | ISHARES TR | $620.09万 | 0.59% | 75,446 | 1,829 | 2.5% | $15.03万 | 加仓 |
| SGOL | ETFS GOLD TR | $562.33万 | 0.53% | 125,915 | 47,502 | 60.6% | $212.14万 | 加仓 |
| GLD | SPDR GOLD TR | $560.31万 | 0.53% | 13,015 | 53 | 0.4% | $2.28万 | 加仓 |
| IREN | IREN LIMITED | $551.80万 | 0.52% | 100,018 | -57 | -0.1% | -$3,145 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $550.84万 | 0.52% | 138,194 | 47,762 | 52.8% | $190.38万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $529.49万 | 0.50% | 26,093 | 145 | 0.6% | $2.94万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $509.87万 | 0.48% | 272,658 | 96,613 | 54.9% | $180.67万 | 加仓 |
| GOOG | ALPHABET INC | $507.48万 | 0.48% | 12,717 | 1,159 | 10.0% | $46.25万 | 加仓 |
| CCJ | CAMECO CORP | $505.83万 | 0.48% | 43,837 | 816 | 1.9% | $9.42万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $501.78万 | 0.48% | 57,339 | 47,471 | 481.1% | $415.42万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $477.74万 | 0.45% | 54,680 | 13,193 | 31.8% | $115.27万 | 加仓 |
| SLV | ISHARES SILVER TR 看涨期权 | $466.58万 | 0.44% | 58,800 | 500 | 0.9% | $3.97万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $444.53万 | 0.42% | 37,733 | 404 | 1.1% | $4.76万 | 加仓 |
| META | META PLATFORMS INC | $442.70万 | 0.42% | 7,179 | 222 | 3.2% | $13.69万 | 加仓 |
| HD | HOME DEPOT INC | $410.68万 | 0.39% | 13,574 | 49 | 0.4% | $1.48万 | 加仓 |
| WMT | WALMART INC | $399.27万 | 0.38% | 30,370 | 345 | 1.1% | $4.54万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $377.24万 | 0.36% | 24,238 | 492 | 2.1% | $7.66万 | 加仓 |
| RIOT | RIOT PLATFORMS INC | $374.78万 | 0.36% | 150,392 | 154 | 0.1% | $3,838 | 加仓 |
| IWM | ISHARES TR | $359.62万 | 0.34% | 12,722 | 2,338 | 22.5% | $66.09万 | 加仓 |
| — | EXXON MOBIL CORP | $353.48万 | 0.34% | 23,321 | 342 | 1.5% | $5.18万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $350.15万 | 0.33% | 27,994 | -147 | -0.5% | -$1.84万 | 减仓 |
| LLY | ELI LILLY & CO | $349.14万 | 0.33% | 3,437 | 387 | 12.7% | $39.31万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $347.97万 | 0.33% | 19,676 | 103 | 0.5% | $1.82万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $345.44万 | 0.33% | 9,472 | 3,347 | 54.6% | $122.06万 | 加仓 |
| CVX | CHEVRON CORPORATION | $337.74万 | 0.32% | 18,158 | -416 | -2.2% | -$7.74万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $336.38万 | 0.32% | 3,256 | 148 | 4.8% | $15.29万 | 加仓 |
| EEM | ISHARES TR | $333.03万 | 0.32% | 49,551 | 9,586 | 24.0% | $64.43万 | 加仓 |
| KO | COCA COLA CO | $311.68万 | 0.30% | 38,833 | -623 | -1.6% | -$5.00万 | 减仓 |
| CLOI | VANECK ETF TRUST | $310.35万 | 0.29% | 58,723 | 3,931 | 7.2% | $20.78万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $307.84万 | 0.29% | 13,360 | -1,013 | -7.0% | -$23.34万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $301.08万 | 0.29% | 73,095 | 3,728 | 5.4% | $15.36万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $300.45万 | 0.29% | 6,188 | -115 | -1.8% | -$5.58万 | 减仓 |
| MBSF | VALUED ADVISERS TR | $298.35万 | 0.28% | 116,384 | 6,543 | 6.0% | $16.77万 | 加仓 |
| MRK | MERCK & CO INC | $296.28万 | 0.28% | 26,115 | 117 | 0.5% | $1.33万 | 加仓 |
| ABBV | ABBVIE INC | $294.09万 | 0.28% | 14,105 | 86 | 0.6% | $1.79万 | 加仓 |
| — | TIDAL TRUST II | $289.74万 | 0.28% | 53,995 | 53,995 | — | $289.74万 | 新建仓 |
| REMX | VANECK ETF TRUST | $289.48万 | 0.27% | 27,243 | 2,174 | 8.7% | $23.10万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $286.88万 | 0.27% | 40,617 | -1,311 | -3.1% | -$9.26万 | 减仓 |
| PAVE | GLOBAL X FDS | $266.80万 | 0.25% | 47,247 | 3,745 | 8.6% | $21.15万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $259.59万 | 0.25% | 34,224 | 3,356 | 10.9% | $25.46万 | 加仓 |
| TSLA | TESLA INC | $253.39万 | 0.24% | 5,691 | 288 | 5.3% | $12.82万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $250.96万 | 0.24% | 55,621 | 4,875 | 9.6% | $22.00万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $248.67万 | 0.24% | 47,619 | 18,970 | 66.2% | $99.06万 | 加仓 |
| SO | SOUTHERN CO | $245.02万 | 0.23% | 26,307 | -1,242 | -4.5% | -$11.57万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $244.65万 | 0.23% | 46,502 | 18,330 | 65.1% | $96.43万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $232.38万 | 0.22% | 18,756 | 398 | 2.2% | $4.93万 | 加仓 |
| CSCO | CISCO SYS INC | $225.13万 | 0.21% | 22,100 | 1,008 | 4.8% | $10.27万 | 加仓 |
| IWL | ISHARES TR | $222.89万 | 0.21% | 12,074 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $222.49万 | 0.21% | 16,447 | 520 | 3.3% | $7.03万 | 加仓 |
| CAT | CATERPILLAR INC | $221.03万 | 0.21% | 2,450 | 123 | 5.3% | $11.10万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $219.07万 | 0.21% | 60,650 | -1,355 | -2.2% | -$4.89万 | 减仓 |
| NLR | VANECK ETF TRUST | $217.27万 | 0.21% | 15,929 | 1,841 | 13.1% | $25.11万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $213.57万 | 0.20% | 67,267 | -4,274 | -6.0% | -$13.57万 | 减仓 |
| MS | MORGAN STANLEY | $210.62万 | 0.20% | 10,866 | -122 | -1.1% | -$2.36万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $205.53万 | 0.20% | 9,864 | 449 | 4.8% | $9.36万 | 加仓 |
| — | ALPS ETF TR | $205.49万 | 0.20% | 29,935 | 1,333 | 4.7% | $9.15万 | 加仓 |
| AMGN | AMGEN INC | $205.07万 | 0.19% | 6,095 | -66 | -1.1% | -$2.22万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $204.10万 | 0.19% | 8,960 | 741 | 9.0% | $16.88万 | 加仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $203.02万 | 0.19% | 82,127 | 1,777 | 2.2% | $4.39万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $201.97万 | 0.19% | 2,513 | 218 | 9.5% | $17.52万 | 加仓 |
| SHLD | GLOBAL X FDS | $201.77万 | 0.19% | 31,630 | 2,958 | 10.3% | $18.87万 | 加仓 |
| — | VANECK ETF TRUST | $198.78万 | 0.19% | 39,410 | 1,170 | 3.1% | $5.90万 | 加仓 |
| QGRW | WISDOMTREE TR | $198.52万 | 0.19% | 30,294 | -1,043 | -3.3% | -$6.83万 | 减仓 |
| IAU | ISHARES GOLD TR | $193.82万 | 0.18% | 21,977 | 2,063 | 10.4% | $18.19万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $188.37万 | 0.18% | 18,536 | 2,068 | 12.6% | $21.02万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $178.70万 | 0.17% | 26,608 | 913 | 3.6% | $6.13万 | 加仓 |
| APH | AMPHENOL CORP | $178.11万 | 0.17% | 14,290 | 2 | 0.0% | $249 | 加仓 |
| IEFA | ISHARES TR | $177.10万 | 0.17% | 18,232 | 1,668 | 10.1% | $16.20万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $173.01万 | 0.16% | 34,417 | 12,116 | 54.3% | $60.91万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $171.98万 | 0.16% | 13,224 | 568 | 4.5% | $7.39万 | 加仓 |