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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -5,476 | -100.0% | -$92.91万 | 清仓 |
| SUB | ISHARES TR | $0 | 0.00% | 0 | -8,708 | -100.0% | -$92.74万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -1,400 | -100.0% | -$91.43万 | 清仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -2,101 | -100.0% | -$29.06万 | 清仓 |
| NYF | ISHARES TR | $0 | 0.00% | 0 | -4,350 | -100.0% | -$23.11万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,198 | -100.0% | -$21.13万 | 清仓 |
| IDEV | ISHARES TR | $0 | 0.00% | 0 | -2,521 | -100.0% | -$21.07万 | 清仓 |
| — | PIMCO INCOME STRATEGY FD II | $7.84万 | 0.01% | 11,000 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $15.10万 | 0.01% | 16,076 | 302 | 1.9% | $2,836 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $20.03万 | 0.01% | 3,477 | 3,477 | — | $20.03万 | 新建仓 |
| CSX | CSX CORP | $20.07万 | 0.01% | 4,222 | 4,222 | — | $20.07万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $20.28万 | 0.01% | 398 | -2 | -0.5% | -$1,019 | 减仓 |
| OBDC | OWL ROCK CAPITAL CORPORATION | $20.45万 | 0.01% | 18,816 | 121 | 0.6% | $1,315 | 加仓 |
| SBUX | STARBUCKS CORP | $20.69万 | 0.02% | 2,024 | 2,024 | — | $20.69万 | 新建仓 |
| XPO | XPO INC | $20.88万 | 0.02% | 1,017 | 1,017 | — | $20.88万 | 新建仓 |
| PWRD | TCW ETF TRUST | $21.11万 | 0.02% | 1,717 | 1,717 | — | $21.11万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $21.25万 | 0.02% | 3,684 | 3,684 | — | $21.25万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $21.34万 | 0.02% | 576 | 576 | — | $21.34万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $21.50万 | 0.02% | 1,290 | 21 | 1.7% | $3,500 | 重新持有 |
| FIX | COMFORT SYS USA INC | $21.80万 | 0.02% | 110 | 110 | — | $21.80万 | 新建仓 |
| MMM | 3M CO | $21.81万 | 0.02% | 1,347 | -32 | -2.3% | -$5,182 | 重新持有 |
| UBER | UBER TECHNOLOGIES INC | $22.02万 | 0.02% | 3,051 | 135 | 4.6% | $9,742 | 加仓 |
| APD | AIR PRODS & CHEMS INC | $22.02万 | 0.02% | 751 | 11 | 1.5% | $3,225 | 加仓 |
| DGRO | ISHARES TR | $22.30万 | 0.02% | 2,942 | -511 | -14.8% | -$3.87万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $22.40万 | 0.02% | 910 | 910 | — | $22.40万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $22.67万 | 0.02% | 355 | 355 | — | $22.67万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $22.85万 | 0.02% | 316 | 316 | — | $22.85万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $22.91万 | 0.02% | 1,732 | -166 | -8.7% | -$2.20万 | 重新持有 |
| BXMT | BLACKSTONE MTG TR INC | $23.12万 | 0.02% | 13,640 | 314 | 2.4% | $5,322 | 加仓 |
| DTH | WISDOMTREE TR | $23.31万 | 0.02% | 4,307 | -860 | -16.6% | -$4.65万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $23.35万 | 0.02% | 242 | 242 | — | $23.35万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $23.59万 | 0.02% | 21,761 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $24.32万 | 0.02% | 293 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $24.32万 | 0.02% | 341 | 341 | — | $24.32万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $24.70万 | 0.02% | 1,003 | 1,003 | — | $24.70万 | 新建仓 |
| AWR | AMER STATES WTR CO | $24.94万 | 0.02% | 3,018 | 18 | 0.6% | $1,487 | 加仓 |
| LRCX | LAM RESEARCH CORP | $24.97万 | 0.02% | 576 | 576 | — | $24.97万 | 新建仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $25.10万 | 0.02% | 2,879 | -553 | -16.1% | -$4.82万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $25.26万 | 0.02% | 6,872 | 6,872 | — | $25.26万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $25.79万 | 0.02% | 444 | 444 | — | $25.79万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $25.93万 | 0.02% | 1,634 | 135 | 9.0% | $2.14万 | 加仓 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $26.05万 | 0.02% | 13,579 | -15,027 | -52.5% | -$28.83万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $26.43万 | 0.02% | 2,389 | 29 | 1.2% | $3,208 | 加仓 |
| GILD | GILEAD SCIENCES INC | $26.65万 | 0.02% | 2,109 | 2,109 | — | $26.65万 | 新建仓 |
| IHDG | WISDOMTREE TR | $27.13万 | 0.02% | 5,180 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $27.27万 | 0.02% | 1,905 | 1,905 | — | $27.27万 | 新建仓 |
| MRK | MERCK & CO INC | $27.67万 | 0.02% | 2,153 | 320 | 17.5% | $4.11万 | 加仓 |
| T | AT&T INC | $27.77万 | 0.02% | 13,416 | 176 | 1.3% | $3,643 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $28.07万 | 0.02% | 983 | 983 | — | $28.07万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $28.43万 | 0.02% | 2,225 | -4 | -0.2% | -$511 | 减仓 |
| FDIS | FIDELITY COVINGTON TRUST | $28.53万 | 0.02% | 2,774 | 316 | 12.9% | $3.25万 | 加仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $28.91万 | 0.02% | 10,840 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $29.39万 | 0.02% | 4,924 | 1,187 | 31.8% | $7.09万 | 加仓 |
| MMIT | INDEXIQ ACTIVE ETF TR | $29.56万 | 0.02% | 12,141 | -3,918 | -24.4% | -$9.54万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $30.24万 | 0.02% | 262 | 262 | — | $30.24万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $31.57万 | 0.02% | 32,185 | 14 | 0.0% | $137 | 加仓 |
| IJK | ISHARES TR | $33.85万 | 0.02% | 2,881 | -150 | -4.9% | -$1.76万 | 减仓 |
| PFE | PFIZER INC | $34.32万 | 0.03% | 14,251 | 3,966 | 38.6% | $9.55万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $34.32万 | 0.03% | 1,413 | 111 | 8.5% | $2.70万 | 加仓 |
| ESGU | ISHARES TR | $34.62万 | 0.03% | 2,115 | 0 | 0.0% | — | 不变 |
| BAI | BLACKROCK ETF TRUST | $35.24万 | 0.03% | 6,684 | 6,684 | — | $35.24万 | 新建仓 |
| DTD | WISDOMTREE TR | $35.43万 | 0.03% | 3,800 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $35.46万 | 0.03% | 1,000 | 1,000 | — | $35.46万 | 新建仓 |
| VFH | VANGUARD WORLD FDS | $36.10万 | 0.03% | 2,743 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $36.39万 | 0.03% | 3,397 | -174 | -4.9% | -$1.86万 | 减仓 |
| IWP | ISHARES TR | $36.60万 | 0.03% | 2,500 | -16 | -0.6% | -$2,343 | 减仓 |
| PJT | PJT PARTNERS INC | $36.80万 | 0.03% | 2,438 | 4 | 0.2% | $604 | 加仓 |
| IJT | ISHARES TR | $36.90万 | 0.03% | 2,066 | 2,066 | — | $36.90万 | 新建仓 |
| IRM | IRON MTN INC DEL | $37.31万 | 0.03% | 2,954 | 2,954 | — | $37.31万 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $37.58万 | 0.03% | 4,358 | 4,358 | — | $37.58万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $37.89万 | 0.03% | 4,317 | 142 | 3.4% | $1.25万 | 加仓 |
| GE | GE AEROSPACE | $37.92万 | 0.03% | 1,015 | 46 | 4.7% | $1.72万 | 加仓 |
| DIS | DISNEY WALT CO | $39.13万 | 0.03% | 4,065 | -355 | -8.0% | -$3.42万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $40.24万 | 0.03% | 3,449 | 51 | 1.5% | $5,950 | 加仓 |
| MPC | MARATHON PETE CORP | $40.24万 | 0.03% | 1,574 | 7 | 0.4% | $1,790 | 加仓 |
| MUB | ISHARES TR | $41.53万 | 0.03% | 3,859 | 398 | 11.5% | $4.28万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $42.70万 | 0.03% | 8,372 | 1,893 | 29.2% | $9.65万 | 加仓 |
| HIPO | HIPPO HLDGS INC | $43.18万 | 0.03% | 15,280 | 15,280 | — | $43.18万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $43.49万 | 0.03% | 430 | 430 | — | $43.49万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $43.57万 | 0.03% | 1,010 | 1,010 | — | $43.57万 | 新建仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $43.62万 | 0.03% | 14,525 | -258 | -1.7% | -$7,748 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $44.04万 | 0.03% | 2,195 | 2,195 | — | $44.04万 | 新建仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $44.23万 | 0.03% | 11,298 | -5,874 | -34.2% | -$22.99万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $44.52万 | 0.03% | 633 | 633 | — | $44.52万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $45.67万 | 0.03% | 23,886 | 5,004 | 26.5% | $9.57万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $46.23万 | 0.03% | 1,644 | 272 | 19.8% | $7.65万 | 加仓 |
| C | CITIGROUP INC | $47.14万 | 0.03% | 3,368 | 1,534 | 83.6% | $21.47万 | 加仓 |
| BAC | BANK AMERICA CORP | $47.62万 | 0.03% | 8,358 | 59 | 0.7% | $3,362 | 加仓 |
| XBI | SPDR SER TR | $47.77万 | 0.04% | 3,019 | 3 | 0.1% | $475 | 加仓 |
| GTOP | GOLDMAN SACHS ETF TR | $48.40万 | 0.04% | 9,720 | 9,720 | — | $48.40万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $49.79万 | 0.04% | 5,780 | -166 | -2.8% | -$1.43万 | 减仓 |
| HUBB | HUBBELL INC | $50.17万 | 0.04% | 959 | -2,045 | -68.1% | -$106.99万 | 减仓 |
| CVX | CHEVRON CORP NEW | $51.62万 | 0.04% | 3,114 | 368 | 13.4% | $6.10万 | 加仓 |
| KO | COCA COLA CO | $52.01万 | 0.04% | 6,400 | 180 | 2.9% | $1.46万 | 加仓 |
| IWM | ISHARES TR | $52.07万 | 0.04% | 1,733 | 300 | 20.9% | $9.01万 | 加仓 |
| CAT | CATERPILLAR INC | $52.39万 | 0.04% | 492 | 492 | — | $52.39万 | 新建仓 |
| AON | AON PLC | $54.02万 | 0.04% | 1,628 | 433 | 36.2% | $14.37万 | 加仓 |
| INTC | INTEL CORP | $54.16万 | 0.04% | 3,879 | -793 | -17.0% | -$11.07万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $54.46万 | 0.04% | 1,140 | -80 | -6.6% | -$3.82万 | 减仓 |
| WM | WASTE MGMT INC DEL | $54.98万 | 0.04% | 2,467 | 842 | 51.8% | $18.77万 | 加仓 |