Amplius Wealth Advisors, LLC
BLUE BELL PA · SEC CIK 0001900584
$12.00亿2026Q1 申报市值
175持仓数
59.6%前十大占比 · 第一大 20.2%
9 / 9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
GPZ 新建仓+$1,254.37万
BIZD 加仓+$1,165.90万
EMGF 新建仓+$863.17万
TMFC 加仓+$362.50万
AAAA 加仓+$317.08万
2026Q1 卖出最多 按季末市值估算
JPEM 减仓-$761.04万
BXSL 减仓-$496.11万
PVAL 减仓-$284.46万
USTB 减仓-$183.61万
GSST 减仓-$176.44万
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 |
|---|---|---|---|---|---|---|---|---|
| — | ISHARES TR | $73.92万 | 0.06% | 26,252 | -2,815 | -9.7% | -$7.93万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $74.42万 | 0.06% | 10,175 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $76.38万 | 0.06% | 2,916 | 7 | 0.2% | $1,833 | 加仓 |
| EFA | ISHARES TR | $78.47万 | 0.07% | 8,079 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $78.77万 | 0.07% | 29,647 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $80.05万 | 0.07% | 1,399 | -10 | -0.7% | -$5,722 | 减仓 |
| QUAL | ISHARES TR | $81.89万 | 0.07% | 4,269 | 1 | 0.0% | $192 | 加仓 |
| UPS | UNITED PARCEL SERVICE INC | $86.28万 | 0.07% | 8,770 | 37 | 0.4% | $3,640 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $88.14万 | 0.07% | 3,606 | 240 | 7.1% | $5.87万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $88.51万 | 0.07% | 6,660 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $90.58万 | 0.08% | 6,674 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $91.43万 | 0.08% | 1,400 | 4 | 0.3% | $2,612 | 加仓 |
| LLY | LILLY ELI & CO | $91.89万 | 0.08% | 999 | -28 | -2.7% | -$2.58万 | 减仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $91.97万 | 0.08% | 11,750 | -618 | -5.0% | -$4.84万 | 减仓 |
| SUB | ISHARES TR | $92.74万 | 0.08% | 8,708 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $92.91万 | 0.08% | 5,476 | 199 | 3.8% | $3.38万 | 加仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $93.94万 | 0.08% | 15,120 | -122,498 | -89.0% | -$761.04万 | 减仓 |
| EZM | WISDOMTREE TR | $105.00万 | 0.09% | 15,620 | 1,536 | 10.9% | $10.32万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $106.54万 | 0.09% | 84,152 | 42,069 | 100.0% | $53.26万 | 加仓 |
| IEMG | ISHARES INC | $115.93万 | 0.10% | 16,621 | -749 | -4.3% | -$5.22万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $116.01万 | 0.10% | 2,421 | -2 | -0.1% | -$958 | 减仓 |
| IEFA | ISHARES TR | $125.31万 | 0.10% | 13,842 | -5,677 | -29.1% | -$51.39万 | 减仓 |
| IWD | ISHARES TR | $127.92万 | 0.11% | 5,987 | -263 | -4.2% | -$5.62万 | 减仓 |
| — | ISHARES TR | $129.02万 | 0.11% | 48,101 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $146.40万 | 0.12% | 7,462 | 327 | 4.6% | $6.42万 | 加仓 |
| HUBB | HUBBELL INC | $147.42万 | 0.12% | 3,004 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $147.53万 | 0.12% | 3,460 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO EXCH TRADED FD TR II | $151.91万 | 0.13% | 13,220 | 1,569 | 13.5% | $18.03万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $163.54万 | 0.14% | 5,560 | -45 | -0.8% | -$1.32万 | 减仓 |
| IJH | ISHARES TR | $169.43万 | 0.14% | 25,090 | -1,274 | -4.8% | -$8.60万 | 减仓 |
| GCOW | PACER FDS TR | $183.12万 | 0.15% | 39,603 | -35 | -0.1% | -$1,618 | 减仓 |
| GOOG | ALPHABET INC | $184.62万 | 0.15% | 6,436 | 96 | 1.5% | $2.75万 | 加仓 |
| DLN | WISDOMTREE TR | $187.76万 | 0.16% | 21,019 | 806 | 4.0% | $7.20万 | 加仓 |
| MUST | COLUMBIA ETF TR I | $201.47万 | 0.17% | 98,231 | 10,079 | 11.4% | $20.67万 | 加仓 |
| — | CALAMOS ETF TR | $207.65万 | 0.17% | 76,248 | -2,891 | -3.7% | -$7.87万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $211.51万 | 0.18% | 12,128 | -4 | -0.0% | -$698 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $219.31万 | 0.18% | 11,558 | -628 | -5.2% | -$11.92万 | 减仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $235.13万 | 0.20% | 103,581 | -1,126 | -1.1% | -$2.56万 | 减仓 |
| — | CALAMOS ETF TR | $239.10万 | 0.20% | 82,863 | -18,368 | -18.1% | -$53.00万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $241.70万 | 0.20% | 11,239 | -110 | -1.0% | -$2.37万 | 减仓 |
| — | BONDBLOXX ETF TRUST | $242.00万 | 0.20% | 49,094 | -10,886 | -18.1% | -$53.66万 | 减仓 |
| GOOGL | ALPHABET INC | $249.35万 | 0.21% | 8,671 | -53 | -0.6% | -$1.52万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $251.33万 | 0.21% | 32,564 | -13,527 | -29.3% | -$104.40万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $260.79万 | 0.22% | 90,835 | 336 | 0.4% | $9,647 | 加仓 |
| MSFT | MICROSOFT CORP | $273.21万 | 0.23% | 7,381 | -159 | -2.1% | -$5.89万 | 减仓 |
| AMZN | AMAZON COM INC | $288.65万 | 0.24% | 13,860 | 105 | 0.8% | $2.19万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $310.17万 | 0.26% | 91,847 | -22,593 | -19.7% | -$76.30万 | 减仓 |
| GLD | SPDR GOLD TR | $329.22万 | 0.27% | 7,651 | -79 | -1.0% | -$3.40万 | 减仓 |
| AVGO | BROADCOM INC | $358.39万 | 0.30% | 11,579 | 4,075 | 54.3% | $126.13万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.07万 | 0.30% | 5 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $362.62万 | 0.30% | 41,854 | 299 | 0.7% | $2.59万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $383.14万 | 0.32% | 19,964 | -355 | -1.7% | -$6.81万 | 减仓 |
| ICOW | PACER FDS TR | $422.77万 | 0.35% | 99,617 | -9,185 | -8.4% | -$38.98万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $454.14万 | 0.38% | 191,700 | -209,417 | -52.2% | -$496.11万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP INC | $542.77万 | 0.45% | 19,616 | 3 | 0.0% | $830 | 加仓 |
| IAU | ISHARES GOLD TR | $568.83万 | 0.47% | 64,522 | -168 | -0.3% | -$1.48万 | 减仓 |
| IUSG | ISHARES TR | $656.04万 | 0.55% | 42,295 | -234 | -0.6% | -$3.63万 | 减仓 |
| EES | WISDOMTREE TR | $666.80万 | 0.56% | 114,870 | -4,520 | -3.8% | -$26.24万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $670.13万 | 0.56% | 10,304 | -8 | -0.1% | -$5,203 | 减仓 |
| ITOT | ISHARES TR | $698.75万 | 0.58% | 49,059 | -254 | -0.5% | -$3.62万 | 减仓 |
| EMGF | ISHARES INC | $863.17万 | 0.72% | 142,838 | 142,838 | — | $863.17万 | 新建仓 |
| IUSV | ISHARES TR | $865.25万 | 0.72% | 84,621 | -2,649 | -3.0% | -$27.09万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $1,051.80万 | 0.88% | 191,793 | 22,959 | 13.6% | $125.91万 | 加仓 |
| AAPL | APPLE INC | $1,194.80万 | 1.00% | 47,078 | -470 | -1.0% | -$11.93万 | 减仓 |
| ACWI | ISHARES TR | $1,195.99万 | 1.00% | 86,434 | -4 | -0.0% | -$553 | 减仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $1,218.95万 | 1.02% | 26,316 | 1,147 | 4.6% | $53.13万 | 加仓 |
| GPZ | VANECK ETF TRUST | $1,254.37万 | 1.05% | 584,105 | 584,105 | — | $1,254.37万 | 新建仓 |
| BIZD | VANECK ETF TRUST | $1,299.44万 | 1.08% | 1,015,187 | 910,861 | 873.1% | $1,165.90万 | 加仓 |
| BX | BLACKSTONE INC | $1,479.87万 | 1.23% | 128,696 | 1,870 | 1.5% | $21.50万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,922.63万 | 1.60% | 384,602 | 50,744 | 15.2% | $253.67万 | 加仓 |
| OEF | ISHARES TR | $2,434.95万 | 2.03% | 76,554 | 2,562 | 3.5% | $81.49万 | 加仓 |
| CB | CHUBB LIMITED | $2,455.07万 | 2.05% | 75,325 | 1,014 | 1.4% | $33.05万 | 加仓 |
| BOXX | EA SERIES TRUST | $2,465.48万 | 2.06% | 212,011 | 20,178 | 10.5% | $234.65万 | 加仓 |
| DGRW | WISDOMTREE TR | $2,489.63万 | 2.08% | 283,428 | 27,451 | 10.7% | $241.13万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,832.28万 | 2.36% | 49,071 | 4,006 | 8.9% | $231.22万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $3,116.81万 | 2.60% | 386,797 | -20,628 | -5.1% | -$166.22万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $3,285.77万 | 2.74% | 992,381 | -40,285 | -3.9% | -$133.38万 | 减仓 |
| USTB | VICTORY PORTFOLIOS II | $3,709.21万 | 3.09% | 733,336 | -36,301 | -4.7% | -$183.61万 | 减仓 |
| IOO | ISHARES TR | $3,748.29万 | 3.12% | 309,853 | -13,526 | -4.2% | -$163.62万 | 减仓 |
| GSST | GOLDMAN SACHS ETF TR | $3,802.81万 | 3.17% | 752,287 | -34,905 | -4.4% | -$176.44万 | 减仓 |
| IJR | ISHARES TR | $4,177.47万 | 3.48% | 336,052 | 8,867 | 2.7% | $110.23万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $4,503.14万 | 3.75% | 670,909 | -1,851 | -0.3% | -$12.42万 | 减仓 |
| STIP | ISHARES TR | $5,278.04万 | 4.40% | 510,301 | 27,603 | 5.7% | $285.50万 | 加仓 |
| TMFC | RBB FD INC | $6,393.58万 | 5.33% | 969,164 | 54,949 | 6.0% | $362.50万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $6,482.27万 | 5.40% | 1,662,973 | 38,390 | 2.4% | $149.64万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $9,180.04万 | 7.65% | 1,978,456 | -61,307 | -3.0% | -$284.46万 | 减仓 |
| AAAA | EA SERIES TRUST | $2.43亿 | 20.21% | 9,065,825 | 118,536 | 1.3% | $317.08万 | 加仓 |