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
GPK GRAPHIC PACKAGING HLDG CO $163.59万0.17%154,769 84,230119.4% $89.03万 加仓
HYG ISHARES TR $167.32万0.17%20,923 -1,082-4.9% -$8.65万 减仓
IEMG ISHARES INC $172.27万0.18%20,796 17,476526.4% $144.77万 重新持有
IEF ISHARES TR $183.20万0.19%19,372 1,2056.6% $11.40万 加仓
IYM ISHARES TR $189.62万0.20%10,562 5,701117.3% $102.35万 加仓
F FORD MTR CO $190.31万0.20%136,910 34,69533.9% $48.23万 加仓
NUE NUCOR CORP $200.91万0.21%9,019 6968.4% $15.50万 加仓
UBER UBER TECHNOLOGIES INC $204.49万0.21%28,339 10,02754.8% $72.35万 加仓
CLS CELESTICA INC $205.42万0.21%5,631 1,20227.1% $43.85万 加仓
JAZZ JAZZ PHARMACEUTICALS PLC $208.08万0.22%8,635 5116.3% $12.31万 加仓
GOOG ALPHABET INC $218.81万0.23%6,193 1,04320.3% $36.85万 加仓
EXEL EXELIXIS INC $221.29万0.23%40,671 3,3398.9% $18.17万 加仓
GL GLOBE LIFE INC $222.32万0.23%12,443 2,82429.4% $50.46万 加仓
VGSH VANGUARD SCOTTSDALE FDS $230.56万0.24%39,615 39,615— $230.56万 新建仓
FTNT FORTINET INC $235.36万0.25%15,321 -608-3.8% -$9.34万 减仓
XLE SELECT SECTOR SPDR TR $239.91万0.25%45,173 37,192466.0% $197.53万 加仓
CAT CATERPILLAR INC $248.09万0.26%2,330 924.1% $9.80万 加仓
META META PLATFORMS INC $270.67万0.28%4,805 1,17332.3% $66.08万 加仓
IWM ISHARES TR $285.39万0.30%9,499 6,886263.5% $206.88万 加仓
IJH ISHARES TR $294.24万0.31%38,158 38,158— $294.24万 新建仓
FLMI FRANKLIN TEMPLETON ETF TR $294.82万0.31%117,130 52,64181.6% $132.50万 加仓
MUNI PIMCO ETF TR $301.92万0.32%57,399 25,79181.6% $135.66万 加仓
NVDA NVIDIA CORPORATION $303.88万0.32%15,187 1,1127.9% $22.25万 加仓
VTI VANGUARD INDEX FDS $311.64万0.33%8,422 7,276634.9% $269.24万 加仓
DELL DELL TECHNOLOGIES INC $341.79万0.36%7,922 -2,034-20.4% -$87.75万 减仓
SGOV ISHARES TR $534.84万0.56%53,128 -654-1.2% -$6.58万 减仓
AVIG AMERICAN CENTY ETF TR $548.27万0.57%132,400 1,7251.3% $7.14万 加仓
G GENPACT LIMITED $591.93万0.62%215,246 215,246— $591.93万 新建仓
VGLT VANGUARD SCOTTSDALE FDS $625.22万0.65%113,305 113,305— $625.22万 新建仓
VZ VERIZON COMMUNICATIONS INC $665.89万0.70%157,273 -138,081-46.8% -$584.63万 减仓
SRE SEMPRA $677.08万0.71%73,032 1,8882.7% $17.50万 加仓
VNT VONTIER CORPORATION $686.92万0.72%236,867 236,867— $686.92万 新建仓
CALM CAL MAINE FOODS INC $689.51万0.72%85,590 13,17518.2% $106.14万 加仓
EXLS EXLSERVICE HLDGS INC $780.26万0.82%301,726 301,726— $780.26万 新建仓
PVH PVH CORPORATION $814.20万0.85%109,642 -41,916-27.7% -$311.27万 减仓
LAZ LAZARD INC $844.20万0.88%201,288 12,1856.4% $51.10万 加仓
CMCSA COMCAST CORP NEW $970.93万1.02%395,492 61,51818.4% $151.03万 加仓
JSI JANUS DETROIT STR TR $1,030.55万1.08%201,240 4,7662.4% $24.41万 加仓
QQQ INVESCO QQQ TR $1,112.17万1.16%15,103 9,579173.4% $705.39万 加仓
INTU INTUIT $1,125.94万1.18%43,139 15,21354.5% $397.06万 加仓
TIP ISHARES TR $1,146.13万1.20%104,737 3,8993.9% $42.67万 加仓
ALL ALLSTATE CORP $1,163.33万1.22%48,892 9321.9% $22.18万 加仓
KR KROGER CO $1,178.84万1.23%212,288 27,48714.9% $152.64万 加仓
MINT PIMCO ETF TR $1,181.13万1.24%117,164 -1,115-0.9% -$11.24万 减仓
AVEM AMERICAN CENTY ETF TR $1,201.08万1.26%124,477 8690.7% $8.38万 加仓
HPQ HP INC $1,206.82万1.26%550,056 -129,169-19.0% -$283.40万 减仓
PYPL PAYPAL HLDGS INC $1,235.95万1.29%286,233 22,7148.6% $98.08万 加仓
GS GOLDMAN SACHS GROUP INC $1,252.65万1.31%12,386 4513.8% $45.61万 加仓
GLDM WORLD GOLD TR $1,263.89万1.32%159,140 3,1272.0% $24.83万 加仓
LMT LOCKHEED MARTIN CORP $1,307.28万1.37%25,660 2,0608.7% $104.95万 加仓
JPST J P MORGAN EXCHANGE TRADED F $1,351.30万1.41%267,213 10,5014.1% $53.10万 加仓
WMT WALMART INC $1,373.32万1.44%121,253 8,4547.5% $95.75万 加仓
IJR ISHARES TR $1,380.34万1.44%93,071 10,42712.6% $154.64万 加仓
PG PROCTER & GAMBLE CO $1,384.16万1.45%94,392 11,94314.5% $175.13万 加仓
WM WASTE MGMT INC DEL $1,390.64万1.45%62,394 5,2879.3% $117.84万 加仓
AMGN AMGEN INC $1,447.32万1.51%39,968 1,8154.8% $65.72万 加仓
KO COCA COLA CO $1,449.91万1.52%178,406 3,3231.9% $27.01万 加仓
MRK MERCK & CO INC $1,454.96万1.52%113,226 3,1032.8% $39.87万 加仓
V VISA INC $1,466.90万1.53%42,756 5,87515.9% $201.56万 加仓
XONE BONDBLOXX ETF TRUST $1,560.97万1.63%316,178 -1,782-0.6% -$8.80万 减仓
GOOGL ALPHABET INC $1,805.44万1.89%50,520 -6,875-12.0% -$245.69万 减仓
VNLA JANUS DETROIT STR TR $1,853.43万1.94%379,297 -1,107-0.3% -$5.41万 减仓
MSFT MICROSOFT CORP $1,857.68万1.94%49,801 4,0708.9% $151.82万 加仓
AMZN AMAZON COM INC $1,908.30万2.00%80,066 1,6632.1% $39.64万 加仓
JPM JPMORGAN CHASE & CO $1,940.69万2.03%59,289 3,3896.1% $110.93万 加仓
AAPL APPLE INC $2,232.36万2.33%77,148 3450.4% $9.98万 加仓
VO VANGUARD INDEX FDS $2,310.69万2.42%286,793 3,7771.3% $30.43万 加仓
DGRO ISHARES TR $2,472.59万2.59%326,243 52,50619.2% $397.94万 加仓
VEA VANGUARD TAX-MANAGED FDS $2,715.76万2.84%381,159 3,8471.0% $27.41万 加仓
SPYG SPDR SERIES TRUST $3,037.81万3.18%255,300 6,9742.8% $82.98万 加仓
AGG ISHARES TR $4,174.29万4.37%421,730 14,9753.7% $148.22万 加仓
BOND PIMCO ETF TR $6,008.00万6.28%651,556 23,1433.7% $213.40万 加仓
IVV ISHARES TR $9,872.36万10.33%131,827 7,7896.3% $583.31万 加仓