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 |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | $0 | 0.00% | 0 | -1,744 | -100.0% | -$36.98万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,806 | -100.0% | -$23.86万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,555 | -100.0% | -$23.82万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MMM | 3M CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,253 | -100.0% | -$21.64万 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -2,241 | -100.0% | -$21.36万 | 清仓 |
| — | INNOVATOR ETFS TR | $0 | 0.00% | 0 | -6,884 | -100.0% | -$20.37万 | 清仓 |
| ECVT | ECOVYST INC | $0 | 0.00% | 0 | -18,288 | -100.0% | -$17.79万 | 清仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $0 | 0.00% | 0 | -11,845 | -100.0% | -$7.81万 | 清仓 |
| — | XAI OCTAGN FLT RAT & ALT INM | $0 | 0.00% | 0 | -11,182 | -100.0% | -$5.37万 | 清仓 |
| — | PIMCO INCOME STRATEGY FD II | $7.58万 | 0.01% | 11,000 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $14.95万 | 0.01% | 15,774 | 242 | 1.6% | $2,294 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $20.20万 | 0.02% | 3,737 | 3,737 | — | $20.20万 | 新建仓 |
| INTC | INTEL CORP | $20.62万 | 0.02% | 4,672 | 4,672 | — | $20.62万 | 新建仓 |
| OBDC | OWL ROCK CAPITAL CORPORATION | $20.68万 | 0.02% | 18,695 | 106 | 0.6% | $1,172 | 加仓 |
| C | CITIGROUP INC | $20.80万 | 0.02% | 1,834 | 18 | 1.0% | $2,041 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $20.97万 | 0.02% | 2,916 | -76 | -2.5% | -$5,467 | 减仓 |
| IDEV | ISHARES TR | $21.07万 | 0.02% | 2,521 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $21.13万 | 0.02% | 2,198 | 2,198 | — | $21.13万 | 新建仓 |
| APD | AIR PRODS & CHEMS INC | $21.50万 | 0.02% | 740 | -3 | -0.4% | -$871 | 重新持有 |
| EME | EMCOR GROUP INC | $21.63万 | 0.02% | 293 | 293 | — | $21.63万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $21.98万 | 0.02% | 1,499 | -33 | -2.2% | -$4,838 | 减仓 |
| MRK | MERCK & CO INC | $22.05万 | 0.02% | 1,833 | 1,833 | — | $22.05万 | 新建仓 |
| AWR | AMER STATES WTR CO | $22.69万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| FDIS | FIDELITY COVINGTON TRUST | $22.92万 | 0.02% | 2,458 | 67 | 2.8% | $6,248 | 加仓 |
| NYF | ISHARES TR | $23.11万 | 0.02% | 4,350 | 4,350 | — | $23.11万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $23.68万 | 0.02% | 21,761 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $24.18万 | 0.02% | 400 | -74 | -15.6% | -$4.47万 | 减仓 |
| DGRO | ISHARES TR | $24.23万 | 0.02% | 3,453 | 102 | 3.0% | $7,158 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $24.45万 | 0.02% | 2,229 | -6 | -0.3% | -$658 | 减仓 |
| IHDG | WISDOMTREE TR | $24.94万 | 0.02% | 5,180 | 0 | 0.0% | — | 不变 |
| JIG | J P MORGAN EXCHANGE TRADED F | $25.48万 | 0.02% | 3,432 | 0 | 0.0% | — | 不变 |
| BXMT | BLACKSTONE MTG TR INC | $25.52万 | 0.02% | 13,326 | 321 | 2.5% | $6,147 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $26.71万 | 0.02% | 2,360 | 9 | 0.4% | $1,019 | 加仓 |
| GE | GE AEROSPACE | $27.49万 | 0.02% | 969 | -58 | -5.6% | -$1.65万 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $27.86万 | 0.02% | 32,171 | 14 | 0.0% | $121 | 加仓 |
| DTH | WISDOMTREE TR | $27.95万 | 0.02% | 5,167 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $28.28万 | 0.02% | 1,302 | 1 | 0.1% | $217 | 加仓 |
| PFE | PFIZER INC | $28.88万 | 0.02% | 10,285 | -153 | -1.5% | -$4,296 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $29.06万 | 0.02% | 2,101 | 0 | 0.0% | — | 不变 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $29.61万 | 0.02% | 10,840 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $29.91万 | 0.02% | 2,115 | 162 | 8.3% | $2.29万 | 加仓 |
| IJK | ISHARES TR | $30.50万 | 0.03% | 3,031 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $31.83万 | 0.03% | 637 | -49 | -7.1% | -$2.45万 | 减仓 |
| IWP | ISHARES TR | $32.23万 | 0.03% | 2,516 | 278 | 12.4% | $3.56万 | 加仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $32.74万 | 0.03% | 14,783 | -804 | -5.2% | -$1.78万 | 减仓 |
| DTD | WISDOMTREE TR | $32.82万 | 0.03% | 3,800 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $33.03万 | 0.03% | 6,479 | -2,242 | -25.7% | -$11.43万 | 减仓 |
| VFH | VANGUARD WORLD FDS | $33.14万 | 0.03% | 2,743 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $33.26万 | 0.03% | 1,372 | -3 | -0.2% | -$727 | 减仓 |
| PJT | PJT PARTNERS INC | $34.01万 | 0.03% | 2,434 | 4 | 0.2% | $559 | 加仓 |
| IWM | ISHARES TR | $35.54万 | 0.03% | 1,433 | -358 | -20.0% | -$8.88万 | 减仓 |
| ET | ENERGY TRANSFER L P | $36.44万 | 0.03% | 18,882 | 71 | 0.4% | $1,370 | 加仓 |
| MUB | ISHARES TR | $36.74万 | 0.03% | 3,461 | 271 | 8.5% | $2.88万 | 加仓 |
| WM | WASTE MGMT INC DEL | $37.34万 | 0.03% | 1,625 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $38.26万 | 0.03% | 1,567 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $38.38万 | 0.03% | 13,240 | -405 | -3.0% | -$1.17万 | 减仓 |
| XBI | SPDR SER TR | $38.52万 | 0.03% | 3,016 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $38.59万 | 0.03% | 1,195 | 16 | 1.4% | $5,167 | 加仓 |
| MMIT | INDEXIQ ACTIVE ETF TR | $38.71万 | 0.03% | 16,059 | -1,243 | -7.2% | -$3.00万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $38.78万 | 0.03% | 4,175 | 19 | 0.5% | $1,765 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $39.59万 | 0.03% | 3,571 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $40.45万 | 0.03% | 1,088 | 90 | 9.0% | $3.35万 | 加仓 |
| BAC | BANK AMERICA CORP | $40.46万 | 0.03% | 8,299 | 140 | 1.7% | $6,825 | 加仓 |
| CSCO | CISCO SYS INC | $40.63万 | 0.03% | 5,236 | -200 | -3.7% | -$1.55万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $41.24万 | 0.03% | 1,220 | 20 | 1.7% | $6,761 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $41.93万 | 0.03% | 6,544 | 524 | 8.7% | $3.36万 | 加仓 |
| DIS | DISNEY WALT CO | $42.60万 | 0.04% | 4,420 | -382 | -8.0% | -$3.68万 | 减仓 |
| MS | MORGAN STANLEY | $43.08万 | 0.04% | 2,618 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $43.30万 | 0.04% | 991 | 1 | 0.1% | $437 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $44.65万 | 0.04% | 1,476 | -15 | -1.0% | -$4,537 | 减仓 |
| V | VISA INC | $45.40万 | 0.04% | 1,502 | -62 | -4.0% | -$1.87万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $47.03万 | 0.04% | 472 | 45 | 10.5% | $4.48万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $47.12万 | 0.04% | 1,559 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $47.26万 | 0.04% | 1,746 | -330 | -15.9% | -$8.93万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $47.27万 | 0.04% | 791 | -1 | -0.1% | -$598 | 减仓 |
| KO | COCA COLA CO | $47.30万 | 0.04% | 6,220 | -641 | -9.3% | -$4.87万 | 减仓 |
| ARTY | ISHARES TR | $47.79万 | 0.04% | 10,271 | -1,000 | -8.9% | -$4.65万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $48.65万 | 0.04% | 11,922 | -1,746 | -12.8% | -$7.13万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $49.70万 | 0.04% | 3,398 | 199 | 6.2% | $2.91万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $49.81万 | 0.04% | 1,553 | 273 | 21.3% | $8.76万 | 加仓 |
| BCAT | BLACKROCK CAP ALLOCATION TERM | $50.33万 | 0.04% | 35,621 | 1,744 | 5.1% | $2.46万 | 加仓 |
| ABBV | ABBVIE INC | $50.98万 | 0.04% | 2,344 | 5 | 0.2% | $1,087 | 加仓 |
| VOE | VANGUARD INDEX FDS | $51.83万 | 0.04% | 2,813 | 46 | 1.7% | $8,476 | 加仓 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $54.35万 | 0.05% | 28,606 | -8,584 | -23.1% | -$16.31万 | 减仓 |
| — | CALAMOS ETF TR | $55.38万 | 0.05% | 20,500 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $56.81万 | 0.05% | 2,746 | -52 | -1.9% | -$1.08万 | 减仓 |
| EMXC | ISHARES INC | $59.87万 | 0.05% | 7,611 | 2,088 | 37.8% | $16.42万 | 加仓 |
| WMT | WALMART INC | $61.08万 | 0.05% | 4,915 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $63.83万 | 0.05% | 5,644 | 5 | 0.1% | $566 | 加仓 |
| CEFS | EXCHANGE LISTED FDS TR | $64.00万 | 0.05% | 28,382 | 831 | 3.0% | $1.87万 | 加仓 |
| HD | HOME DEPOT INC | $64.00万 | 0.05% | 1,946 | -45 | -2.3% | -$1.48万 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $64.88万 | 0.05% | 4,492 | -508 | -10.2% | -$7.34万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $65.28万 | 0.05% | 6,680 | 6,680 | — | $65.28万 | 新建仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $66.52万 | 0.06% | 17,172 | -1,049 | -5.8% | -$4.06万 | 减仓 |
| OBIL | RBB FD INC | $67.48万 | 0.06% | 13,475 | -4,141 | -23.5% | -$20.74万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $71.20万 | 0.06% | 16,508 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $71.42万 | 0.06% | 26,500 | -2,000 | -7.0% | -$5.39万 | 减仓 |