13F 机构持仓

Buck Wealth Strategies, LLC

DENVER CO · SEC CIK 0001973259

2026Q22026Q1 更早 9 个季度 🔒
$9.56亿2026Q2 申报市值
1,170持仓数
38.4%前十大占比 · 第一大 10.3%
992 / 3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 10.3%
BOND 6.3%
AGG 4.4%
SPYG 3.2%
VEA 2.8%
DGRO 2.6%
VO 2.4%
AAPL 2.3%
JPM 2.0%
AMZN 2.0%

2026Q2 买入最多 按季末市值估算

EXLS 新建仓+$780.26万
QQQ 加仓+$705.39万
VNT 新建仓+$686.92万
VGLT 新建仓+$625.22万
G 新建仓+$591.93万

2026Q2 卖出最多 按季末市值估算

UNH 减仓-$1,936.14万
MGA 重新持有-$1,770.49万
OTTR 重新持有-$651.47万
VZ 减仓-$584.63万
PVH 减仓-$311.27万

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
MU MICRON TECHNOLOGY INC $8.89万0.01%77 77— $8.89万 新建仓
CINF CINCINNATI FINL CORP $8.92万0.01%482 482— $8.92万 新建仓
— BARINGS CORPORATE INVS $8.98万0.01%5,115 5,115— $8.98万 新建仓
PGX INVESCO EXCH TRADED FD TR II $8.99万0.01%8,298 -1,767-17.6% -$1.92万 减仓
NEE NEXTERA ENERGY INC $9.00万0.01%1,026 1,026— $9.00万 新建仓
FEX FIRST TR EXCHANGE-TRADED ALP $9.06万0.01%648 648— $9.06万 新建仓
AHR AMERICAN HEALTHCARE REIT INC $9.13万0.01%1,750 1,750— $9.13万 新建仓
SPSB SPDR SERIES TRUST $9.19万0.01%3,061 3,061— $9.19万 新建仓
SHV ISHARES TR $9.21万0.01%835 835— $9.21万 新建仓
TLT ISHARES TR $9.24万0.01%1,069 -3,467-76.4% -$29.97万 减仓
FMAT FIDELITY COVINGTON TRUST $9.33万0.01%1,594 1,594— $9.33万 新建仓
KKR KKR & CO INC $9.33万0.01%1,017 1,017— $9.33万 新建仓
XME SPDR SERIES TRUST $9.36万0.01%875 875— $9.36万 新建仓
TJX TJX COS INC NEW $9.45万0.01%624 624— $9.45万 新建仓
VRT VERTIV HOLDINGS CO $9.48万0.01%283 283— $9.48万 新建仓
BOH BANK HAWAII CORP $9.65万0.01%1,184 1,184— $9.65万 新建仓
AXP AMERICAN EXPRESS CO $9.82万0.01%290 290— $9.82万 新建仓
PEG PUBLIC SVC ENTERPRISE GROUP $9.85万0.01%1,214 1,214— $9.85万 新建仓
CVS CVS HEALTH CORP $9.88万0.01%955 955— $9.88万 新建仓
FUTY FIDELITY COVINGTON TRUST $9.90万0.01%1,694 1,694— $9.90万 新建仓
QMAR FIRST TR EXCHNG TRADED FD VI $10.11万0.01%2,715 2,715— $10.11万 新建仓
— FIRST TR EXCHNG TRADED FD VI $10.15万0.01%3,000 3,000— $10.15万 新建仓
XLK SELECT SECTOR SPDR TR $10.23万0.01%537 537— $10.23万 新建仓
ITA ISHARES TR $10.26万0.01%423 423— $10.26万 新建仓
BALL BALL CORP $10.35万0.01%1,659 1,659— $10.35万 新建仓
IJT ISHARES TR $10.36万0.01%580 580— $10.36万 新建仓
NEM NEWMONT CORP $10.57万0.01%1,132 1,132— $10.57万 新建仓
VGK VANGUARD INTL EQUITY INDEX F $10.63万0.01%1,201 1,201— $10.63万 新建仓
LIN LINDE PLC $11.09万0.01%214 214— $11.09万 新建仓
SNDK SANDISK CORP $11.14万0.01%49 49— $11.14万 新建仓
MGA MAGNA INTL INC $11.55万0.01%1,760 -269,702-99.4% -$1,770.49万 重新持有
IUSV ISHARES TR $11.59万0.01%1,052 1,052— $11.59万 新建仓
— FIRST TR EXCHNG TRADED FD VI $11.63万0.01%2,800 2,800— $11.63万 新建仓
— FIRST TR EXCHNG TRADED FD VI $11.69万0.01%3,560 3,560— $11.69万 新建仓
APH AMPHENOL CORP $12.06万0.01%684 684— $12.06万 新建仓
XHLF BONDBLOXX ETF TRUST $12.18万0.01%2,421 2,421— $12.18万 新建仓
SO SOUTHERN CO $12.50万0.01%1,306 1,306— $12.50万 新建仓
PSX PHILLIPS 66 $12.53万0.01%741 741— $12.53万 新建仓
JEPI J P MORGAN EXCHANGE TRADED F $12.74万0.01%2,255 2,255— $12.74万 新建仓
IVE ISHARES TR $13.03万0.01%574 574— $13.03万 新建仓
EUSA ISHARES INC $13.10万0.01%1,147 1,147— $13.10万 新建仓
ADI ANALOG DEVICES INC $13.64万0.01%343 343— $13.64万 新建仓
FSEP FIRST TR EXCHNG TRADED FD VI $13.91万0.01%2,525 2,525— $13.91万 新建仓
GOVT ISHARES TR $14.03万0.01%6,160 -6,606-51.7% -$15.05万 重新持有
SBUX STARBUCKS CORP $14.71万0.02%1,439 1,439— $14.71万 新建仓
STX SEAGATE TECHNOLOGY HLDNGS PL $14.76万0.02%153 153— $14.76万 新建仓
SPYV SPDR SERIES TRUST $14.80万0.02%2,435 -2,151-46.9% -$13.07万 重新持有
FENY FIDELITY COVINGTON TRUST $14.91万0.02%5,044 5,044— $14.91万 新建仓
MAR MARRIOTT INTL INC NEW $15.57万0.02%420 420— $15.57万 新建仓
DIS DISNEY WALT CO $15.77万0.02%1,639 1,639— $15.77万 新建仓
IDCC INTERDIGITAL INC $15.83万0.02%559 559— $15.83万 新建仓
PLTR PALANTIR TECHNOLOGIES INC $16.40万0.02%1,406 1,406— $16.40万 新建仓
NOW SERVICENOW INC $16.79万0.02%1,691 1,691— $16.79万 新建仓
VGT VANGUARD WORLD FD $17.25万0.02%1,443 1,443— $17.25万 新建仓
FOCT FIRST TR EXCHNG TRADED FD VI $17.28万0.02%3,305 3,305— $17.28万 新建仓
RTX RTX CORPORATION $17.43万0.02%919 919— $17.43万 新建仓
MPC MARATHON PETE CORP $17.97万0.02%703 703— $17.97万 新建仓
SHYG ISHARES TR $18.19万0.02%4,288 -1,096-20.4% -$4.65万 减仓
IOO ISHARES TR $19.12万0.02%1,400 1,400— $19.12万 新建仓
APP APPLOVIN CORP $19.32万0.02%375 375— $19.32万 新建仓
STIP ISHARES TR $19.39万0.02%1,898 1,898— $19.39万 新建仓
NOC NORTHROP GRUMMAN CORP $20.22万0.02%397 20.5% $1,019 加仓
INSM INSMED INC $20.25万0.02%1,899 1,899— $20.25万 新建仓
ALNY ALNYLAM PHARMACEUTICALS INC $20.26万0.02%673 673— $20.26万 新建仓
T AT&T INC $20.41万0.02%9,861 -17-0.2% -$352 减仓
BAC BANK OF AMER CORP $20.80万0.02%3,650 -204-5.3% -$1.16万 重新持有
FAUG FIRST TR EXCHNG TRADED FD VI $20.94万0.02%3,705 3,705— $20.94万 新建仓
SPAB SPDR SERIES TRUST $21.11万0.02%8,270 -3,243-28.2% -$8.28万 减仓
EFA ISHARES TR $21.31万0.02%2,051 -13,319-86.7% -$138.38万 重新持有
ISRG INTUITIVE SURGICAL INC $21.55万0.02%542 5210.6% $2.07万 加仓
GEV GE VERNOVA INC $21.75万0.02%185 185— $21.75万 新建仓
FJAN FIRST TR EXCHNG TRADED FD VI $21.94万0.02%3,982 00.0% — 不变
MMM 3M CO $21.96万0.02%1,356 -191-12.3% -$3.09万 重新持有
AEP AMERICAN ELEC PWR CO INC $22.23万0.02%1,625 -141-8.0% -$1.93万 减仓
— FIRST TR EXCHNG TRADED FD VI $22.31万0.02%6,366 00.0% — 不变
XYZ BLOCK INC $22.34万0.02%2,939 2,939— $22.34万 新建仓
NEAR ISHARES U S ETF TR $22.49万0.02%4,439 4,439— $22.49万 新建仓
HWM HOWMET AEROSPACE INC $22.60万0.02%841 841— $22.60万 新建仓
IHI ISHARES TR $22.62万0.02%4,578 4,578— $22.62万 新建仓
KMI KINDER MORGAN INC DEL $22.71万0.02%7,102 -485-6.4% -$1.55万 减仓
VLUE ISHARES TR $23.10万0.02%1,156 1,156— $23.10万 新建仓
JMUB J P MORGAN EXCHANGE TRADED F $23.19万0.02%4,578 00.0% — 不变
RBLX ROBLOX CORP $23.49万0.02%4,319 4,319— $23.49万 新建仓
ITOT ISHARES TR $23.63万0.02%1,438 1,438— $23.63万 新建仓
XLU SELECT SECTOR SPDR TR $23.69万0.02%5,226 5,226— $23.69万 新建仓
CALF PACER FDS TR $24.02万0.03%4,747 4,747— $24.02万 新建仓
DASH DOORDASH INC $24.04万0.03%1,303 1,303— $24.04万 新建仓
— FIRST TR EXCHNG TRADED FD VI $24.21万0.03%7,180 00.0% — 不变
CIBR FIRST TR EXCHANGE-TRADED FD $24.70万0.03%2,749 2,749— $24.70万 新建仓
PULS PGIM ETF TR $24.79万0.03%5,003 811.6% $4,013 加仓
PM PHILIP MORRIS INTL INC $25.08万0.03%1,387 -83-5.6% -$1.50万 减仓
IVW ISHARES TR $25.18万0.03%1,831 -10,538-85.2% -$144.91万 减仓
BIV VANGUARD BD INDEX FDS $25.63万0.03%3,341 -739-18.1% -$5.67万 减仓
BLV VANGUARD BD INDEX FDS $25.70万0.03%3,728 -818-18.0% -$5.64万 减仓
— FIRST TR EXCHNG TRADED FD VI $25.94万0.03%7,600 -800-9.5% -$2.73万 减仓
WDC WESTERN DIGITAL CORP $25.95万0.03%406 406— $25.95万 新建仓
ORCL ORACLE CORP $26.22万0.03%1,789 -231-11.4% -$3.39万 减仓
RZV INVESCO EXCHANGE TRADED FD T $26.53万0.03%1,780 1,780— $26.53万 新建仓
COP CONOCOPHILLIPS $26.67万0.03%2,566 2,566— $26.67万 新建仓
VMBS VANGUARD SCOTTSDALE FDS $26.89万0.03%5,743 -1,247-17.8% -$5.84万 减仓