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 |
|---|---|---|---|---|---|---|---|---|
| JMUB | J P MORGAN EXCHANGE TRADED F | $2,383.65万 | 1.75% | 470,566 | 85,964 | 22.4% | $435.45万 | 加仓 |
| CB | CHUBB LIMITED | $2,501.43万 | 1.83% | 73,412 | -1,913 | -2.5% | -$65.18万 | 减仓 |
| BOXX | EA SERIES TRUST | $2,667.85万 | 1.95% | 227,846 | 15,835 | 7.5% | $185.41万 | 加仓 |
| OEF | ISHARES TR | $2,710.50万 | 1.99% | 74,084 | -2,470 | -3.2% | -$90.37万 | 减仓 |
| DGRW | WISDOMTREE TR | $2,961.57万 | 2.17% | 309,723 | 26,295 | 9.3% | $251.43万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $3,501.06万 | 2.57% | 362,842 | -23,955 | -6.2% | -$231.14万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $3,619.23万 | 2.65% | 994,569 | 2,188 | 0.2% | $7.96万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,862.72万 | 2.83% | 52,454 | 3,383 | 6.9% | $249.12万 | 加仓 |
| CRUX | COLUMBIA ETF TR I | $3,989.60万 | 2.92% | 1,330,753 | 1,330,753 | — | $3,989.60万 | 新建仓 |
| USTB | VICTORY PORTFOLIOS II | $4,002.69万 | 2.93% | 790,733 | 57,397 | 7.8% | $290.54万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $4,129.82万 | 3.03% | 816,573 | 64,286 | 8.5% | $325.13万 | 加仓 |
| IOO | ISHARES TR | $4,178.49万 | 3.06% | 305,892 | -3,961 | -1.3% | -$54.11万 | 减仓 |
| IJR | ISHARES TR | $5,077.38万 | 3.72% | 342,349 | 6,297 | 1.9% | $93.39万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $5,141.21万 | 3.77% | 685,861 | 14,952 | 2.2% | $112.08万 | 加仓 |
| TMFC | RBB FD INC | $7,132.76万 | 5.23% | 936,549 | -32,615 | -3.4% | -$248.40万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $7,249.82万 | 5.31% | 1,675,097 | 12,124 | 0.7% | $52.47万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $1.04亿 | 7.61% | 2,038,034 | 59,578 | 3.0% | $303.55万 | 加仓 |
| AAAA | EA SERIES TRUST | $2.77亿 | 20.28% | 9,090,785 | 24,960 | 0.3% | $75.99万 | 加仓 |