BG Investment Services, LLC
HAGATNA GU · SEC CIK 0001873989
$1.20亿2026Q1 申报市值
48持仓数
70.9%前十大占比 · 第一大 17.8%
4 / 0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
FBND 加仓+$264.93万
JEPI 加仓+$224.91万
FBCG 加仓+$222.32万
FENI 加仓+$127.26万
FIDELITY COVINGT 加仓+$89.61万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$55.00万
GOOGL 减仓-$33.33万
AAPL 减仓-$30.71万
TSLA 减仓-$30.26万
NVDA 减仓-$26.84万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | $2,139.50万 | 17.76% | 468,984 | 58,073 | 14.1% | $264.93万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $1,630.71万 | 13.53% | 325,360 | 44,358 | 15.8% | $222.32万 | 加仓 |
| IVV | ISHARES TR | $1,269.94万 | 10.54% | 19,442 | -842 | -4.2% | -$55.00万 | 减仓 |
| IEFA | ISHARES TR | $715.17万 | 5.94% | 78,998 | -1,889 | -2.3% | -$17.10万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $635.10万 | 5.27% | 170,727 | 34,209 | 25.1% | $127.26万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $621.78万 | 5.16% | 112,559 | 13,267 | 13.4% | $73.29万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $468.19万 | 3.89% | 96,455 | 18,461 | 23.7% | $89.61万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $457.01万 | 3.79% | 80,630 | 39,681 | 96.9% | $224.91万 | 加仓 |
| IWD | ISHARES TR | $312.03万 | 2.59% | 14,603 | -349 | -2.3% | -$7.46万 | 减仓 |
| IGSB | ISHARES TR | $298.39万 | 2.48% | 56,772 | 2,746 | 5.1% | $14.43万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $249.87万 | 2.07% | 85,778 | 13,101 | 18.0% | $38.16万 | 加仓 |
| IFRA | ISHARES TR | $230.70万 | 1.91% | 40,332 | -528 | -1.3% | -$3.02万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $230.63万 | 1.91% | 64,135 | 10,986 | 20.7% | $39.51万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $224.71万 | 1.87% | 23,844 | 4,704 | 24.6% | $44.33万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $224.01万 | 1.86% | 12,845 | -1,539 | -10.7% | -$26.84万 | 减仓 |
| IWR | ISHARES TR | $192.28万 | 1.60% | 19,776 | -1,781 | -8.3% | -$17.32万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $178.06万 | 1.48% | 58,039 | -5,056 | -8.0% | -$15.51万 | 减仓 |
| AAPL | APPLE INC | $171.80万 | 1.43% | 6,770 | -1,210 | -15.2% | -$30.71万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $159.39万 | 1.32% | 2,667 | 7 | 0.3% | $4,184 | 加仓 |
| IWM | ISHARES TR | $133.21万 | 1.11% | 5,371 | -517 | -8.8% | -$12.82万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $110.66万 | 0.92% | 7,472 | 966 | 14.8% | $14.31万 | 加仓 |
| TSLA | TESLA INC | $105.11万 | 0.87% | 2,827 | -814 | -22.4% | -$30.26万 | 减仓 |
| MSFT | MICROSOFT CORP | $102.58万 | 0.85% | 2,771 | 1,215 | 78.1% | $44.98万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $96.36万 | 0.80% | 21,548 | 4,131 | 23.7% | $18.47万 | 加仓 |
| AMZN | AMAZON COM INC | $85.77万 | 0.71% | 4,118 | -494 | -10.7% | -$10.29万 | 减仓 |
| IEMG | ISHARES INC | $85.42万 | 0.71% | 12,247 | -17 | -0.1% | -$1,186 | 减仓 |
| FDEM | FIDELITY COVINGTON TRUST | $77.45万 | 0.64% | 24,525 | 7,511 | 44.1% | $23.72万 | 加仓 |
| QQQI | NEOS ETF TRUST | $74.49万 | 0.62% | 14,992 | 3,239 | 27.6% | $16.09万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $67.58万 | 0.56% | 1,039 | 0 | 0.0% | — | 不变 |
| FELV | FIDELITY COVINGTON TRUST | $62.66万 | 0.52% | 17,948 | 17,948 | — | $62.66万 | 新建仓 |
| — | FIDELITY MERRIMACK STR TR | $54.73万 | 0.45% | 11,135 | 1,112 | 11.1% | $5.47万 | 加仓 |
| BAC | BANK AMERICA CORP | $53.72万 | 0.45% | 11,019 | 7,109 | 181.8% | $34.66万 | 加仓 |
| GOOG | ALPHABET INC | $51.47万 | 0.43% | 1,794 | -135 | -7.0% | -$3.87万 | 减仓 |
| FLTB | FIDELITY MERRIMACK STR TR | $49.00万 | 0.41% | 9,747 | 1,678 | 20.8% | $8.44万 | 加仓 |
| HYG | ISHARES TR | $47.85万 | 0.40% | 6,014 | -143 | -2.3% | -$1.14万 | 减仓 |
| AGG | ISHARES TR | $46.98万 | 0.39% | 4,733 | 21 | 0.4% | $2,085 | 加仓 |
| GOOGL | ALPHABET INC | $43.65万 | 0.36% | 1,518 | -1,159 | -43.3% | -$33.33万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $36.18万 | 0.30% | 1,337 | -31 | -2.3% | -$8,389 | 减仓 |
| — | EXXON MOBIL CORP | $34.74万 | 0.29% | 2,048 | 5 | 0.2% | $848 | 加仓 |
| META | META PLATFORMS INC | $34.20万 | 0.28% | 598 | 12 | 2.0% | $6,864 | 加仓 |
| ASML | ASML HLDG NV | $32.67万 | 0.27% | 247 | 2 | 0.8% | $2,645 | 重新持有 |
| NFLX | NETFLIX INC. | $32.50万 | 0.27% | 3,380 | 157 | 4.9% | $1.51万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.66万 | 0.25% | 619 | 619 | — | $29.66万 | 新建仓 |
| LLY | ELI LILLY & CO | $24.62万 | 0.20% | 268 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $22.67万 | 0.19% | 2,252 | 2,252 | — | $22.67万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $21.09万 | 0.18% | 657 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $20.86万 | 0.17% | 709 | 3 | 0.4% | $883 | 加仓 |
| — | AMERICAN BITCOIN CORP. | $1.30万 | 0.01% | 14,035 | 14,035 | — | $1.30万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |