BG Investment Services, LLC
HAGATNA GU · SEC CIK 0001873989
$1.39亿2026Q2 申报市值
52持仓数
70.7%前十大占比 · 第一大 17.3%
3 / 1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
FBND 加仓+$264.81万
FBCG 加仓+$220.22万
FENI 加仓+$89.78万
FIDELITY COVINGT 加仓+$88.63万
FDVV 加仓+$80.05万
2026Q2 卖出最多 按季末市值估算
JEPI 减仓-$161.26万
MU 重新持有-$90.61万
IVV 减仓-$52.57万
MSFT 减仓-$42.97万
ASML 清仓-$32.67万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML HLDG NV | $0 | 0.00% | 0 | -247 | -100.0% | -$32.67万 | 清仓 |
| — | AMERICAN BITCOIN CORP. | $9,559 | 0.01% | 14,035 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $20.11万 | 0.14% | 2,817 | -563 | -16.7% | -$4.02万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $22.77万 | 0.16% | 680 | 680 | — | $22.77万 | 新建仓 |
| SNDK | SANDISK CORP | $22.96万 | 0.17% | 101 | 101 | — | $22.96万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $23.05万 | 0.17% | 704 | -5 | -0.7% | -$1,637 | 减仓 |
| VTI | VANGUARD INDEX FDS | $25.48万 | 0.18% | 689 | 32 | 4.9% | $1.18万 | 加仓 |
| SGOV | ISHARES TR | $28.68万 | 0.21% | 2,849 | 597 | 26.5% | $6.01万 | 加仓 |
| — | EXXON MOBIL CORP | $29.77万 | 0.21% | 2,178 | 130 | 6.3% | $1.78万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $30.47万 | 0.22% | 264 | -785 | -74.8% | -$90.61万 | 重新持有 |
| META | META PLATFORMS INC | $30.81万 | 0.22% | 547 | -51 | -8.5% | -$2.87万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.97万 | 0.22% | 619 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $33.43万 | 0.24% | 279 | 11 | 4.1% | $1.32万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $34.45万 | 0.25% | 795 | 795 | — | $34.45万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $42.17万 | 0.30% | 726 | -212 | -22.6% | -$12.31万 | 重新持有 |
| HYG | ISHARES TR | $44.87万 | 0.32% | 5,611 | -403 | -6.7% | -$3.22万 | 减仓 |
| AGG | ISHARES TR | $45.10万 | 0.32% | 4,556 | -177 | -3.7% | -$1.75万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $51.37万 | 0.37% | 1,236 | -101 | -7.6% | -$4.20万 | 减仓 |
| GOOGL | ALPHABET INC | $53.65万 | 0.39% | 1,501 | -17 | -1.1% | -$6,076 | 减仓 |
| FLTB | FIDELITY MERRIMACK STR TR | $53.98万 | 0.39% | 10,769 | 1,022 | 10.5% | $5.12万 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $58.61万 | 0.42% | 11,892 | 757 | 6.8% | $3.73万 | 加仓 |
| BAC | BANK OF AMER CORP | $58.73万 | 0.42% | 10,307 | -712 | -6.5% | -$4.06万 | 减仓 |
| GOOG | ALPHABET INC | $58.98万 | 0.42% | 1,669 | -125 | -7.0% | -$4.42万 | 减仓 |
| MSFT | MICROSOFT CORP | $60.38万 | 0.43% | 1,619 | -1,152 | -41.6% | -$42.97万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $69.76万 | 0.50% | 934 | -105 | -10.1% | -$7.84万 | 减仓 |
| QQQI | NEOS ETF TRUST | $83.54万 | 0.60% | 14,710 | -282 | -1.9% | -$1.60万 | 减仓 |
| FELV | FIDELITY COVINGTON TRUST | $85.27万 | 0.61% | 21,270 | 3,322 | 18.5% | $13.32万 | 加仓 |
| TSLA | TESLA INC | $86.30万 | 0.62% | 2,052 | -775 | -27.4% | -$32.59万 | 减仓 |
| AMZN | AMAZON COM INC | $94.18万 | 0.68% | 3,952 | -166 | -4.0% | -$3.96万 | 减仓 |
| IEMG | ISHARES INC | $96.58万 | 0.70% | 11,658 | -589 | -4.8% | -$4.88万 | 减仓 |
| FDEM | FIDELITY COVINGTON TRUST | $106.21万 | 0.76% | 29,235 | 4,710 | 19.2% | $17.11万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $127.66万 | 0.92% | 8,078 | 606 | 8.1% | $9.58万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $130.40万 | 0.94% | 24,674 | 3,126 | 14.5% | $16.52万 | 加仓 |
| IWM | ISHARES TR | $152.58万 | 1.10% | 5,078 | -293 | -5.5% | -$8.80万 | 减仓 |
| AAPL | APPLE INC | $186.56万 | 1.34% | 6,447 | -323 | -4.8% | -$9.35万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $202.58万 | 1.46% | 2,950 | 283 | 10.6% | $19.43万 | 加仓 |
| IWR | ISHARES TR | $210.65万 | 1.52% | 19,094 | -682 | -3.4% | -$7.52万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $215.77万 | 1.55% | 68,043 | 10,004 | 17.2% | $31.72万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $244.25万 | 1.76% | 12,207 | -638 | -5.0% | -$12.77万 | 减仓 |
| IFRA | ISHARES TR | $247.68万 | 1.78% | 39,289 | -1,043 | -2.6% | -$6.58万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $281.70万 | 2.03% | 28,687 | 4,843 | 20.3% | $47.56万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $287.56万 | 2.07% | 70,861 | 6,726 | 10.5% | $27.29万 | 加仓 |
| IGSB | ISHARES TR | $293.82万 | 2.12% | 56,061 | -711 | -1.3% | -$3.73万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $294.14万 | 2.12% | 52,079 | -28,551 | -35.4% | -$161.26万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $313.30万 | 2.26% | 92,584 | 6,806 | 7.9% | $23.03万 | 加仓 |
| IWD | ISHARES TR | $343.29万 | 2.47% | 14,160 | -443 | -3.0% | -$10.74万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $561.55万 | 4.04% | 114,531 | 18,076 | 18.7% | $88.63万 | 加仓 |
| IEFA | ISHARES TR | $731.30万 | 5.27% | 75,719 | -3,279 | -4.2% | -$31.67万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $758.67万 | 5.46% | 125,837 | 13,278 | 11.8% | $80.05万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $774.91万 | 5.58% | 193,100 | 22,373 | 13.1% | $89.78万 | 加仓 |
| IVV | ISHARES TR | $1,403.38万 | 10.11% | 18,740 | -702 | -3.6% | -$52.57万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $2,241.03万 | 16.14% | 360,816 | 35,456 | 10.9% | $220.22万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,398.21万 | 17.27% | 527,196 | 58,212 | 12.4% | $264.81万 | 加仓 |