13F 机构持仓

Buck Wealth Strategies, LLC

DENVER CO · SEC CIK 0001973259

2026Q22026Q1 更早 9 个季度 🔒
$8.10亿2026Q1 申报市值
166持仓数
39.8%前十大占比 · 第一大 10.0%
13 / 6新建仓 / 清仓
申报市值走势$9.56亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 10.0%
BOND 7.2%
AGG 5.0%
SPYG 3.0%
VEA 3.0%
VO 2.5%
AAPL 2.4%
DGRO 2.4%
VNLA 2.3%
MSFT 2.1%

2026Q1 买入最多 按季末市值估算

HPQ 重新持有+$1,246.01万
PYPL 加仓+$1,097.46万
PVH 新建仓+$1,057.27万
IVV 加仓+$436.41万
BOND 加仓+$433.33万

2026Q1 卖出最多 按季末市值估算

CSCO 减仓-$1,306.35万
MRK 减仓-$303.96万
BWX 清仓-$161.71万
PGX 减仓-$161.53万
JSI 减仓-$149.28万

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
MGA MAGNA INTL INC $00.00%0 —— — 申报中断
OTTR OTTER TAIL CORP $00.00%0 —— — 申报中断
BWX SPDR SERIES TRUST $00.00%0 -71,776-100.0% -$161.71万 清仓
EFA ISHARES TR $00.00%0 —— — 申报中断
IYF ISHARES TR $00.00%0 —— — 申报中断
IDU ISHARES TR $00.00%0 —— — 申报中断
CRSP CRISPR THERAPEUTICS AG $00.00%0 -6,112-100.0% -$32.05万 清仓
GOVT ISHARES TR $00.00%0 —— — 申报中断
TEM TEMPUS AI INC $00.00%0 —— — 申报中断
SPYV SPDR SERIES TRUST $00.00%0 —— — 申报中断
MMM 3M CO $00.00%0 —— — 申报中断
IEMG ISHARES INC $00.00%0 —— — 申报中断
IEFA ISHARES TR $00.00%0 —— — 申报中断
BEAM BEAM THERAPEUTICS INC $00.00%0 -7,800-100.0% -$21.62万 清仓
SPOT SPOTIFY TECHNOLOGY S A $00.00%0 —— — 申报中断
BAC BANK AMERICA CORP $00.00%0 —— — 申报中断
TXG 10X GENOMICS INC $00.00%0 -12,599-100.0% -$20.55万 清仓
BIL SPDR SERIES TRUST $00.00%0 —— — 申报中断
ABNB AIRBNB INC $00.00%0 —— — 申报中断
RXRX RECURSION PHARMACEUTICALS IN $00.00%0 -35,150-100.0% -$14.38万 清仓
ACHR ARCHER AVIATION INC $00.00%0 -18,949-100.0% -$14.25万 清仓
PGX INVESCO EXCH TRADED FD TR II $10.95万0.01%10,065 -148,464-93.7% -$161.53万 减仓
FJAN FIRST TR EXCHNG TRADED FD VI $20.07万0.02%3,982 3,982— $20.07万 新建仓
GE GE AEROSPACE $21.06万0.03%742 -38-4.9% -$1.08万 减仓
— FIRST TR EXCHNG TRADED FD VI $21.37万0.03%6,230 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $21.56万0.03%6,366 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $22.59万0.03%490 -303-38.2% -$13.97万 减仓
SHYG ISHARES TR $22.78万0.03%5,384 581.1% $2,454 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $22.83万0.03%676 -120-15.1% -$4.05万 减仓
JMUB J P MORGAN EXCHANGE TRADED F $22.89万0.03%4,578 00.0% — 不变
VOO VANGUARD INDEX FDS $23.01万0.03%385 51.3% $2,988 加仓
AEP AMERICAN ELEC PWR CO INC $23.15万0.03%1,766 -278-13.6% -$3.64万 减仓
LRCX LAM RESEARCH CORP $23.20万0.03%1,086 -246-18.5% -$5.26万 减仓
— FIRST TR EXCHNG TRADED FD VI $23.49万0.03%7,180 00.0% — 不变
HIMU BLACKROCK ETF TRUST II $24.13万0.03%5,030 5,030— $24.13万 新建仓
PM PHILIP MORRIS INTL INC $24.31万0.03%1,470 1,470— $24.31万 新建仓
PULS PGIM ETF TR $24.36万0.03%4,922 270.6% $1,336 加仓
FJUN FIRST TR EXCHNG TRADED FD VI $25.41万0.03%4,497 00.0% — 不变
DSEP FIRST TR EXCHNG TRADED FD VI $25.42万0.03%5,783 00.0% — 不变
KMI KINDER MORGAN INC DEL $25.44万0.03%7,587 -1,119-12.9% -$3.75万 减仓
FDEC FIRST TR EXCHNG TRADED FD VI $26.00万0.03%5,230 -20-0.4% -$994 减仓
FNOV FIRST TR EXCHNG TRADED FD VI $26.35万0.03%4,935 -20-0.4% -$1,068 减仓
NOC NORTHROP GRUMMAN CORP $26.97万0.03%395 10.3% $683 加仓
REZ ISHARES TR $26.97万0.03%3,241 -1,747-35.0% -$14.54万 减仓
QJUN FIRST TR EXCHNG TRADED FD VI $27.85万0.03%8,915 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $28.12万0.03%8,400 00.0% — 不变
FMAR FIRST TR EXCHNG TRADED FD VI $28.23万0.03%5,821 00.0% — 不变
T AT&T INC $28.64万0.04%9,878 -2,156-17.9% -$6.25万 减仓
MA MASTERCARD INCORPORATED $29.08万0.04%582 6211.9% $3.10万 加仓
SPAB SPDR SERIES TRUST $29.50万0.04%11,513 3933.5% $1.01万 加仓
ORCL ORACLE CORP $29.72万0.04%2,020 2,020— $29.72万 新建仓
HOOD ROBINHOOD MKTS INC $30.39万0.04%4,386 4,386— $30.39万 新建仓
BRK/B BERKSHIRE HATHAWAY INC DEL $30.52万0.04%637 -60-8.6% -$2.88万 减仓
MO ALTRIA GROUP INC $31.25万0.04%4,736 841.8% $5,543 加仓
BLV VANGUARD BD INDEX FDS $31.27万0.04%4,546 -293-6.1% -$2.02万 减仓
BIV VANGUARD BD INDEX FDS $31.49万0.04%4,080 -265-6.1% -$2.05万 减仓
AMD ADVANCED MICRO DEVICES INC $31.76万0.04%1,561 1,561— $31.76万 新建仓
MCD MCDONALDS CORP $31.79万0.04%1,023 31544.5% $9.79万 加仓
CSCO CISCO SYS INC $32.37万0.04%4,172 -168,376-97.6% -$1,306.35万 减仓
VMBS VANGUARD SCOTTSDALE FDS $32.82万0.04%6,990 -465-6.2% -$2.18万 减仓
SECT NORTHERN LTS FD TR IV $33.06万0.04%5,475 200.4% $1,208 加仓
SPDW SPDR INDEX SHS FDS $33.31万0.04%7,296 -165-2.2% -$7,533 减仓
SCHD SCHWAB STRATEGIC TR $33.85万0.04%11,033 -1,023-8.5% -$3.14万 减仓
— FIRST TR EXCHNG TRADED FD VI $33.97万0.04%10,400 -1,500-12.6% -$4.90万 减仓
FAPR FIRST TR EXCHNG TRADED FD VI $35.08万0.04%7,811 00.0% — 不变
SPYM SPDR SERIES TRUST $35.16万0.04%4,594 -213-4.4% -$1.63万 减仓
XLP SELECT SECTOR SPDR TR $35.56万0.04%4,337 -347-7.4% -$2.84万 减仓
VTI VANGUARD INDEX FDS $36.76万0.05%1,146 -96-7.7% -$3.08万 减仓
FJUL FIRST TR EXCHNG TRADED FD VI $36.83万0.05%6,731 00.0% — 不变
ABBV ABBVIE INC $37.55万0.05%1,727 -117-6.3% -$2.54万 减仓
COST COSTCO WHOLESALE CORPORATION $38.06万0.05%382 8227.3% $8.17万 加仓
— FIRST TR EXCHNG TRADED FD VI $38.17万0.05%12,590 2,80028.6% $8.49万 加仓
SHOP SHOPIFY INC $38.36万0.05%3,234 1,805126.3% $21.41万 加仓
TLT ISHARES TR $39.32万0.05%4,536 -197-4.2% -$1.71万 减仓
DMAY FIRST TR EXCHNG TRADED FD VI $40.70万0.05%9,060 00.0% — 不变
DAUG FIRST TR EXCHNG TRADED FD VI $41.49万0.05%9,527 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $42.13万0.05%1,738 -31-1.8% -$7,515 减仓
VB VANGUARD INDEX FDS $42.60万0.05%1,627 -516-24.1% -$13.51万 减仓
FFEB FIRST TR EXCHNG TRADED FD VI $44.74万0.06%8,011 -327-3.9% -$1.83万 减仓
LLY ELI LILLY & CO $45.53万0.06%495 -20-3.9% -$1.84万 减仓
XLE SELECT SECTOR SPDR TR $48.89万0.06%7,981 -930-10.4% -$5.70万 减仓
IMCG ISHARES TR $49.22万0.06%6,248 -3,038-32.7% -$23.93万 减仓
— FIRST TR EXCHNG TRADED FD VI $50.61万0.06%12,728 00.0% — 不变
DOCT FIRST TR EXCHNG TRADED FD VI $50.77万0.06%11,691 00.0% — 不变
HD HOME DEPOT INC $51.84万0.06%1,576 -448-22.1% -$14.74万 减仓
JNJ JOHNSON & JOHNSON $53.37万0.07%2,183 -450-17.1% -$11.00万 减仓
— EXXON MOBIL CORP $56.33万0.07%3,320 -281-7.8% -$4.77万 减仓
DMAR FIRST TR EXCHNG TRADED FD VI $56.95万0.07%13,431 -41-0.3% -$1,738 减仓
VWO VANGUARD INTL EQUITY INDEX F $57.66万0.07%10,668 -756-6.6% -$4.09万 减仓
DJUL FIRST TR EXCHNG TRADED FD VI $58.21万0.07%12,455 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $59.01万0.07%18,140 00.0% — 不变
CVX CHEVRON CORPORATION $59.36万0.07%2,869 -1,177-29.1% -$24.35万 减仓
DDEC FIRST TR EXCHNG TRADED FD VI $61.92万0.08%13,984 -250-1.8% -$1.11万 减仓
BSV VANGUARD BD INDEX FDS $63.20万0.08%8,060 -524-6.1% -$4.11万 减仓
TAXX BONDBLOXX ETF TRUST $63.67万0.08%12,593 3,83243.7% $19.37万 加仓
SDY SPDR SERIES TRUST $64.51万0.08%4,420 -2,489-36.0% -$36.32万 减仓
IWM ISHARES TR $64.81万0.08%2,613 -151-5.5% -$3.75万 减仓
BNDX VANGUARD CHARLOTTE FDS $66.64万0.08%13,869 -730-5.0% -$3.51万 减仓
DJAN FIRST TR EXCHNG TRADED FD VI $67.12万0.08%15,782 4,41138.8% $18.76万 加仓
GPK GRAPHIC PACKAGING HLDG CO $70.12万0.09%70,539 6,97311.0% $6.93万 加仓