Amplius Wealth Advisors, LLC
BLUE BELL PA · SEC CIK 0001900584
$13.65亿2026Q2 申报市值
211持仓数
57.9%前十大占比 · 第一大 20.3%
40 / 7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
CRUX 新建仓+$3,989.60万
JMUB 加仓+$435.45万
GSST 加仓+$325.13万
PVAL 加仓+$303.55万
USTB 加仓+$290.54万
2026Q2 卖出最多 按季末市值估算
STIP 减仓-$3,163.94万
EES 减仓-$333.62万
TMFC 减仓-$248.40万
AVEM 减仓-$231.14万
BXSL 减仓-$107.56万
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 |
|---|---|---|---|---|---|---|---|---|
| MS | MORGAN STANLEY | $55.17万 | 0.04% | 2,639 | 21 | 0.8% | $4,390 | 加仓 |
| RKT | ROCKET COS INC | $55.84万 | 0.04% | 35,454 | 35,454 | — | $55.84万 | 新建仓 |
| OBIL | RBB FD INC | $55.96万 | 0.04% | 11,198 | -2,277 | -16.9% | -$11.38万 | 减仓 |
| V | VISA INC | $56.18万 | 0.04% | 1,637 | 135 | 9.0% | $4.63万 | 加仓 |
| BCAT | BLACKROCK CAP ALLOCATION TERM | $56.22万 | 0.04% | 35,290 | -331 | -0.9% | -$5,273 | 减仓 |
| — | CALAMOS ETF TR | $56.64万 | 0.04% | 20,500 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $56.71万 | 0.04% | 1,663 | 1,663 | — | $56.71万 | 新建仓 |
| TSLA | TESLA INC | $56.86万 | 0.04% | 1,352 | 264 | 24.3% | $11.10万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $58.19万 | 0.04% | 1,591 | 32 | 2.1% | $1.17万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $62.30万 | 0.05% | 3,153 | 340 | 12.1% | $6.72万 | 加仓 |
| WMT | WALMART INC | $63.31万 | 0.05% | 5,590 | 675 | 13.7% | $7.65万 | 加仓 |
| CPAI | NORTHERN LTS FD TR III | $64.68万 | 0.05% | 12,448 | 12,448 | — | $64.68万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $65.33万 | 0.05% | 1,272 | 635 | 99.7% | $32.61万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $67.05万 | 0.05% | 976 | 185 | 23.4% | $12.71万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $67.67万 | 0.05% | 4,615 | 123 | 2.7% | $1.80万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $67.84万 | 0.05% | 1,632 | -114 | -6.5% | -$4.74万 | 减仓 |
| IVW | ISHARES TR | $68.05万 | 0.05% | 4,948 | -696 | -12.3% | -$9.57万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $68.09万 | 0.05% | 9,556 | 3,012 | 46.0% | $21.46万 | 加仓 |
| — | ISHARES TR | $70.64万 | 0.05% | 24,249 | -2,003 | -7.6% | -$5.83万 | 减仓 |
| ASML | ASML HLDG NV | $70.82万 | 0.05% | 356 | 356 | — | $70.82万 | 新建仓 |
| ARTY | ISHARES TR | $71.26万 | 0.05% | 9,357 | -914 | -8.9% | -$6.96万 | 减仓 |
| EMXC | ISHARES INC | $71.97万 | 0.05% | 7,035 | -576 | -7.6% | -$5.89万 | 减仓 |
| VB | VANGUARD INDEX FDS | $72.26万 | 0.05% | 2,384 | -532 | -18.2% | -$16.13万 | 减仓 |
| — | CALAMOS ETF TR | $73.32万 | 0.05% | 26,500 | 0 | 0.0% | — | 不变 |
| CEFS | EXCHANGE LISTED FDS TR | $74.00万 | 0.05% | 28,861 | 479 | 1.7% | $1.23万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $75.53万 | 0.06% | 16,528 | 20 | 0.1% | $914 | 加仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $75.58万 | 0.06% | 12,038 | -3,082 | -20.4% | -$19.35万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $75.95万 | 0.06% | 14,362 | 2,440 | 20.5% | $12.90万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $76.21万 | 0.06% | 10,175 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $77.88万 | 0.06% | 2,105 | 552 | 35.5% | $20.42万 | 加仓 |
| — | ISHARES TR | $81.05万 | 0.06% | 29,647 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $81.56万 | 0.06% | 3,241 | 897 | 38.3% | $22.57万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $84.97万 | 0.06% | 2,512 | 1,036 | 70.2% | $35.04万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $87.11万 | 0.06% | 7,530 | 850 | 12.7% | $9.83万 | 加仓 |
| XOM | EXXON MOBIL CORP | $88.23万 | 0.06% | 6,453 | 6,453 | — | $88.23万 | 新建仓 |
| CSCO | CISCO SYS INC | $89.88万 | 0.07% | 7,652 | 2,416 | 46.1% | $28.38万 | 加仓 |
| EFA | ISHARES TR | $91.36万 | 0.07% | 8,795 | 716 | 8.9% | $7.44万 | 加仓 |
| HD | HOME DEPOT INC | $91.38万 | 0.07% | 2,591 | 645 | 33.1% | $22.75万 | 加仓 |
| HDV | ISHARES TR | $91.47万 | 0.07% | 33,370 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SERVICE INC | $91.53万 | 0.07% | 8,514 | -256 | -2.9% | -$2.75万 | 减仓 |
| QUAL | ISHARES TR | $93.69万 | 0.07% | 4,270 | 1 | 0.0% | $219 | 加仓 |
| EZM | WISDOMTREE TR | $101.41万 | 0.07% | 13,382 | -2,238 | -14.3% | -$16.96万 | 减仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $104.79万 | 0.08% | 11,750 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC | $108.09万 | 0.08% | 83,925 | -227 | -0.3% | -$2,924 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $109.92万 | 0.08% | 1,175 | 703 | 148.9% | $65.76万 | 加仓 |
| META | META PLATFORMS INC | $111.31万 | 0.08% | 1,976 | 577 | 41.2% | $32.50万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $121.89万 | 0.09% | 6,398 | -262 | -3.9% | -$4.99万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $128.40万 | 0.09% | 2,566 | 145 | 6.0% | $7.26万 | 加仓 |
| IEMG | ISHARES INC | $129.57万 | 0.09% | 15,641 | -980 | -5.9% | -$8.12万 | 减仓 |
| IEFA | ISHARES TR | $132.64万 | 0.10% | 13,734 | -108 | -0.8% | -$1.04万 | 减仓 |
| — | ISHARES TR | $134.03万 | 0.10% | 48,101 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $145.14万 | 0.11% | 5,987 | 0 | 0.0% | — | 不变 |
| LLY | LILLY ELI & CO | $151.13万 | 0.11% | 1,260 | 261 | 26.1% | $31.31万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $163.16万 | 0.12% | 7,487 | 25 | 0.3% | $5,448 | 加仓 |
| GCOW | PACER FDS TR | $164.43万 | 0.12% | 37,975 | -1,628 | -4.1% | -$7.05万 | 减仓 |
| IWF | ISHARES TR | $173.55万 | 0.13% | 13,977 | 137 | 1.0% | $1.70万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $174.92万 | 0.13% | 6,887 | 3,281 | 91.0% | $83.33万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $175.13万 | 0.13% | 13,708 | 488 | 3.7% | $6.23万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $185.42万 | 0.14% | 24,174 | -8,390 | -25.8% | -$64.35万 | 减仓 |
| — | BONDBLOXX ETF TRUST | $190.97万 | 0.14% | 39,014 | -10,080 | -20.5% | -$49.34万 | 减仓 |
| IJH | ISHARES TR | $193.48万 | 0.14% | 25,092 | 2 | 0.0% | $154 | 加仓 |
| DLN | WISDOMTREE TR | $202.46万 | 0.15% | 21,019 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $205.07万 | 0.15% | 73,449 | -2,799 | -3.7% | -$7.81万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $207.38万 | 0.15% | 6,336 | 776 | 14.0% | $25.40万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $207.77万 | 0.15% | 11,573 | 15 | 0.1% | $2,693 | 加仓 |
| — | CALAMOS ETF TR | $215.43万 | 0.16% | 73,632 | -9,231 | -11.1% | -$27.01万 | 减仓 |
| RKLB | ROCKET LAB CORP | $217.04万 | 0.16% | 21,352 | 21,352 | — | $217.04万 | 新建仓 |
| MUST | COLUMBIA ETF TR I | $222.81万 | 0.16% | 107,120 | 8,889 | 9.0% | $18.49万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $222.87万 | 0.16% | 90,783 | -52 | -0.1% | -$1,277 | 减仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $228.28万 | 0.17% | 100,344 | -3,237 | -3.1% | -$7.36万 | 减仓 |
| GOOG | ALPHABET INC | $244.75万 | 0.18% | 6,927 | 491 | 7.6% | $17.35万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $254.67万 | 0.19% | 10,763 | -476 | -4.2% | -$11.26万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $256.29万 | 0.19% | 70,158 | -21,689 | -23.6% | -$79.23万 | 减仓 |
| GLD | SPDR GOLD TR | $286.34万 | 0.21% | 7,773 | 122 | 1.6% | $4.49万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $303.03万 | 0.22% | 15,145 | 3,017 | 24.9% | $60.37万 | 加仓 |
| MSFT | MICROSOFT CORP | $320.16万 | 0.23% | 8,583 | 1,202 | 16.3% | $44.84万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $346.96万 | 0.25% | 146,335 | -45,365 | -23.7% | -$107.56万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $374.43万 | 0.27% | 5 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $379.87万 | 0.28% | 15,938 | 2,078 | 15.0% | $49.53万 | 加仓 |
| IXUS | ISHARES TR | $380.03万 | 0.28% | 39,818 | -2,036 | -4.9% | -$19.43万 | 减仓 |
| GOOGL | ALPHABET INC | $387.08万 | 0.28% | 10,831 | 2,160 | 24.9% | $77.19万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $399.23万 | 0.29% | 18,763 | -1,201 | -6.0% | -$25.55万 | 减仓 |
| ICOW | PACER FDS TR | $405.77万 | 0.30% | 97,471 | -2,146 | -2.2% | -$8.93万 | 减仓 |
| AVGO | BROADCOM INC | $443.18万 | 0.32% | 11,732 | 153 | 1.3% | $5.78万 | 加仓 |
| EES | WISDOMTREE TR | $445.08万 | 0.33% | 65,656 | -49,214 | -42.8% | -$333.62万 | 减仓 |
| IAU | ISHARES GOLD TR | $490.74万 | 0.36% | 64,990 | 468 | 0.7% | $3.53万 | 加仓 |
| ITOT | ISHARES TR | $703.16万 | 0.52% | 42,805 | -6,254 | -12.7% | -$102.74万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP INC | $736.56万 | 0.54% | 21,766 | 2,150 | 11.0% | $72.76万 | 加仓 |
| IUSG | ISHARES TR | $776.91万 | 0.57% | 41,305 | -990 | -2.3% | -$18.62万 | 减仓 |
| IUSV | ISHARES TR | $869.91万 | 0.64% | 78,975 | -5,646 | -6.7% | -$62.19万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $1,020.26万 | 0.75% | 13,662 | 3,358 | 32.6% | $250.77万 | 加仓 |
| GPZ | VANECK ETF TRUST | $1,144.86万 | 0.84% | 533,985 | -50,120 | -8.6% | -$107.46万 | 减仓 |
| EMGF | ISHARES INC | $1,164.91万 | 0.85% | 159,010 | 16,172 | 11.3% | $118.48万 | 加仓 |
| BIZD | VANECK ETF TRUST | $1,308.77万 | 0.96% | 1,033,780 | 18,593 | 1.8% | $23.54万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $1,340.41万 | 0.98% | 222,327 | 30,534 | 15.9% | $184.09万 | 加仓 |
| ACWI | ISHARES TR | $1,346.38万 | 0.99% | 85,773 | -661 | -0.8% | -$10.38万 | 减仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $1,355.12万 | 0.99% | 25,941 | -375 | -1.4% | -$19.59万 | 减仓 |
| AAPL | APPLE INC | $1,396.65万 | 1.02% | 48,267 | 1,189 | 2.5% | $34.40万 | 加仓 |
| BX | BLACKSTONE INC | $1,522.89万 | 1.12% | 129,420 | 724 | 0.6% | $8.52万 | 加仓 |
| STIP | ISHARES TR | $2,049.30万 | 1.50% | 200,597 | -309,704 | -60.7% | -$3,163.94万 | 减仓 |