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 |
|---|---|---|---|---|---|---|---|---|
| MAR | MARRIOTT INTL INC NEW | $21.34万 | 0.02% | 576 | 576 | — | $21.34万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $21.25万 | 0.02% | 3,684 | 3,684 | — | $21.25万 | 新建仓 |
| PWRD | TCW ETF TRUST | $21.11万 | 0.02% | 1,717 | 1,717 | — | $21.11万 | 新建仓 |
| XPO | XPO INC | $20.88万 | 0.02% | 1,017 | 1,017 | — | $20.88万 | 新建仓 |
| SBUX | STARBUCKS CORP | $20.69万 | 0.02% | 2,024 | 2,024 | — | $20.69万 | 新建仓 |
| OBDC | OWL ROCK CAPITAL CORPORATION | $20.45万 | 0.01% | 18,816 | 121 | 0.6% | $1,315 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $20.28万 | 0.01% | 398 | -2 | -0.5% | -$1,019 | 减仓 |
| CSX | CSX CORP | $20.07万 | 0.01% | 4,222 | 4,222 | — | $20.07万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $20.03万 | 0.01% | 3,477 | 3,477 | — | $20.03万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $15.10万 | 0.01% | 16,076 | 302 | 1.9% | $2,836 | 加仓 |
| — | PIMCO INCOME STRATEGY FD II | $7.84万 | 0.01% | 11,000 | 0 | 0.0% | — | 不变 |
| — | 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 |