Buck Wealth Strategies, LLC
DENVER CO · SEC CIK 0001973259
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| — | FIRST TR EXCHNG TRADED FD VI | $72.47万 | 0.09% | 15,407 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $72.94万 | 0.09% | 6,872 | 3,696 | 116.4% | $39.23万 | 加仓 |
| AVGO | BROADCOM INC | $74.70万 | 0.09% | 2,414 | 513 | 27.0% | $15.88万 | 加仓 |
| IYH | ISHARES TR | $77.34万 | 0.10% | 12,547 | 12,547 | — | $77.34万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $81.26万 | 0.10% | 470 | 23 | 5.1% | $3.98万 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $83.91万 | 0.10% | 17,714 | 464 | 2.7% | $2.20万 | 加仓 |
| IYM | ISHARES TR | $85.52万 | 0.11% | 4,861 | 4,861 | — | $85.52万 | 新建仓 |
| IYW | ISHARES TR | $87.28万 | 0.11% | 4,811 | -297 | -5.8% | -$5.39万 | 减仓 |
| WFC | WELLS FARGO & CO | $89.33万 | 0.11% | 11,222 | 11,222 | — | $89.33万 | 新建仓 |
| NFLX | NETFLIX INC. | $90.60万 | 0.11% | 9,423 | 1,325 | 16.4% | $12.74万 | 加仓 |
| IYZ | ISHARES TR | $97.20万 | 0.12% | 24,720 | -2,599 | -9.5% | -$10.22万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $100.40万 | 0.12% | 13,634 | -11,461 | -45.7% | -$84.40万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $105.65万 | 0.13% | 5,385 | -440 | -7.6% | -$8.63万 | 减仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $106.79万 | 0.13% | 22,292 | -223 | -1.0% | -$1.07万 | 减仓 |
| TSLA | TESLA INC | $106.88万 | 0.13% | 2,875 | 483 | 20.2% | $17.96万 | 加仓 |
| PYLD | PIMCO ETF TR | $112.03万 | 0.14% | 42,758 | 42,758 | — | $112.03万 | 新建仓 |
| F | FORD MTR CO | $117.96万 | 0.15% | 102,215 | 5,086 | 5.2% | $5.87万 | 加仓 |
| CLS | CELESTICA INC | $124.76万 | 0.15% | 4,429 | 240 | 5.7% | $6.76万 | 加仓 |
| IJS | ISHARES TR | $125.85万 | 0.16% | 10,625 | 10,625 | — | $125.85万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $126.33万 | 0.16% | 2,892 | -252 | -8.0% | -$11.01万 | 减仓 |
| EEM | ISHARES TR | $127.07万 | 0.16% | 22,376 | -2,219 | -9.0% | -$12.60万 | 减仓 |
| GLD | SPDR GOLD TR | $129.41万 | 0.16% | 3,007 | -338 | -10.1% | -$14.55万 | 减仓 |
| FTNT | FORTINET INC | $130.17万 | 0.16% | 15,929 | 784 | 5.2% | $6.41万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $131.72万 | 0.16% | 18,312 | 1,316 | 7.7% | $9.47万 | 加仓 |
| GL | GLOBE LIFE INC | $133.87万 | 0.17% | 9,619 | 338 | 3.6% | $4.70万 | 加仓 |
| — | CSG SYS INTL INC | $139.79万 | 0.17% | 17,487 | 581 | 3.4% | $4.64万 | 加仓 |
| IVW | ISHARES TR | $139.90万 | 0.17% | 12,369 | -650 | -5.0% | -$7.35万 | 减仓 |
| NUE | NUCOR CORP | $140.73万 | 0.17% | 8,323 | 168 | 2.1% | $2.84万 | 加仓 |
| GOOG | ALPHABET INC | $147.73万 | 0.18% | 5,150 | -1,108 | -17.7% | -$31.78万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $153.58万 | 0.19% | 8,124 | 248 | 3.1% | $4.69万 | 加仓 |
| CAT | CATERPILLAR INC | $158.52万 | 0.20% | 2,238 | -813 | -26.6% | -$57.59万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $159.87万 | 0.20% | 64,489 | 30,777 | 91.3% | $76.30万 | 加仓 |
| EXEL | EXELIXIS INC | $160.12万 | 0.20% | 37,332 | 1,327 | 3.7% | $5.69万 | 加仓 |
| LQD | ISHARES TR | $160.16万 | 0.20% | 14,695 | -764 | -4.9% | -$8.33万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $163.40万 | 0.20% | 9,956 | 535 | 5.7% | $8.78万 | 加仓 |
| MUNI | PIMCO ETF TR | $164.96万 | 0.20% | 31,608 | 14,658 | 86.5% | $76.50万 | 加仓 |
| MBB | ISHARES TR | $169.49万 | 0.21% | 17,851 | 17,851 | — | $169.49万 | 新建仓 |
| IEF | ISHARES TR | $173.39万 | 0.21% | 18,167 | -1,016 | -5.3% | -$9.70万 | 减仓 |
| HYG | ISHARES TR | $175.07万 | 0.22% | 22,005 | -4,039 | -15.5% | -$32.13万 | 重新持有 |
| SPY | STATE STR SPDR S&P 500 ETF T | $202.00万 | 0.25% | 3,106 | -168 | -5.1% | -$10.93万 | 减仓 |
| META | META PLATFORMS INC | $207.78万 | 0.26% | 3,632 | 134 | 3.8% | $7.67万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $245.47万 | 0.30% | 14,075 | 258 | 1.9% | $4.50万 | 加仓 |
| QQQ | INVESCO QQQ TR | $318.84万 | 0.39% | 5,524 | -1,084 | -16.4% | -$62.57万 | 减仓 |
| SGOV | ISHARES TR | $541.37万 | 0.67% | 53,782 | 8,969 | 20.0% | $90.28万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $542.82万 | 0.67% | 130,675 | -6,812 | -5.0% | -$28.30万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $573.16万 | 0.71% | 72,415 | 5,878 | 8.8% | $46.52万 | 加仓 |
| SRE | SEMPRA | $691.30万 | 0.85% | 71,144 | 1,980 | 2.9% | $19.24万 | 加仓 |
| LAZ | LAZARD INC | $803.31万 | 0.99% | 189,103 | 8,141 | 4.5% | $34.58万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $958.84万 | 1.18% | 333,974 | 8,787 | 2.7% | $25.23万 | 加仓 |
| ALL | ALLSTATE CORP | $994.41万 | 1.23% | 47,960 | 1,215 | 2.6% | $25.19万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $996.03万 | 1.23% | 123,608 | 3,882 | 3.2% | $31.28万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,009.66万 | 1.25% | 11,935 | 297 | 2.6% | $25.13万 | 加仓 |
| JSI | JANUS DETROIT STR TR | $1,012.82万 | 1.25% | 196,474 | -28,958 | -12.8% | -$149.28万 | 减仓 |
| IJR | ISHARES TR | $1,027.35万 | 1.27% | 82,644 | 2,783 | 3.5% | $34.60万 | 加仓 |
| PVH | PVH CORPORATION | $1,057.27万 | 1.31% | 151,558 | 151,558 | — | $1,057.27万 | 新建仓 |
| TIP | ISHARES TR | $1,112.84万 | 1.37% | 100,838 | -3,080 | -3.0% | -$33.99万 | 减仓 |
| V | VISA INC | $1,114.68万 | 1.38% | 36,881 | 2,036 | 5.8% | $61.54万 | 加仓 |
| MINT | PIMCO ETF TR | $1,189.53万 | 1.47% | 118,279 | 20,576 | 21.1% | $206.93万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,190.89万 | 1.47% | 82,449 | 3,795 | 4.8% | $54.81万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $1,191.90万 | 1.47% | 263,519 | 242,639 | 1,162.1% | $1,097.46万 | 加仓 |
| INTU | INTUIT | $1,207.46万 | 1.49% | 27,926 | 9,954 | 55.4% | $430.39万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,287.41万 | 1.59% | 47,578 | 12,177 | 34.4% | $329.50万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,299.22万 | 1.60% | 256,712 | -27,274 | -9.6% | -$138.03万 | 减仓 |
| HPQ | HP INC | $1,304.79万 | 1.61% | 679,225 | 648,624 | 2,119.6% | $1,246.01万 | 重新持有 |
| WM | WASTE MGMT INC DEL | $1,312.26万 | 1.62% | 57,107 | 1,171 | 2.1% | $26.91万 | 加仓 |
| MRK | MERCK & CO INC | $1,324.67万 | 1.64% | 110,123 | -25,269 | -18.7% | -$303.96万 | 减仓 |
| KO | COCA COLA CO | $1,331.51万 | 1.64% | 175,083 | 3,042 | 1.8% | $23.13万 | 加仓 |
| KR | KROGER CO | $1,337.22万 | 1.65% | 184,801 | 7,053 | 4.0% | $51.04万 | 加仓 |
| AMGN | AMGEN INC | $1,342.43万 | 1.66% | 38,153 | -1,028 | -2.6% | -$36.17万 | 减仓 |
| WMT | WALMART INC | $1,401.87万 | 1.73% | 112,799 | -10,034 | -8.2% | -$124.70万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,426.36万 | 1.76% | 23,600 | -1,691 | -6.7% | -$102.20万 | 减仓 |
| GLDM | WORLD GOLD TR | $1,446.08万 | 1.79% | 156,013 | -3,059 | -1.9% | -$28.35万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,482.68万 | 1.83% | 295,354 | 905 | 0.3% | $4.54万 | 加仓 |
| XONE | BONDBLOXX ETF TRUST | $1,574.54万 | 1.94% | 317,960 | 56,589 | 21.7% | $280.23万 | 加仓 |
| AMZN | AMAZON COM INC | $1,632.91万 | 2.02% | 78,403 | 3,147 | 4.2% | $65.54万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,644.37万 | 2.03% | 55,900 | 1,377 | 2.5% | $40.51万 | 加仓 |
| GOOGL | ALPHABET INC | $1,650.45万 | 2.04% | 57,395 | 534 | 0.9% | $15.36万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,692.84万 | 2.09% | 45,731 | 8,172 | 21.8% | $302.51万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $1,858.65万 | 2.30% | 380,404 | 79,289 | 26.3% | $387.41万 | 加仓 |
| DGRO | ISHARES TR | $1,921.09万 | 2.37% | 273,737 | 11,039 | 4.2% | $77.47万 | 加仓 |
| AAPL | APPLE INC | $1,949.18万 | 2.41% | 76,803 | 1,586 | 2.1% | $40.25万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2,031.91万 | 2.51% | 70,754 | 1,858 | 2.7% | $53.36万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,417.81万 | 2.99% | 377,312 | 12,752 | 3.5% | $81.71万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2,431.36万 | 3.00% | 248,326 | 12,830 | 5.4% | $125.62万 | 加仓 |
| AGG | ISHARES TR | $4,037.86万 | 4.99% | 406,755 | 38,344 | 10.4% | $380.64万 | 加仓 |
| BOND | PIMCO ETF TR | $5,799.00万 | 7.16% | 628,413 | 46,958 | 8.1% | $433.33万 | 加仓 |
| IVV | ISHARES TR | $8,102.29万 | 10.00% | 124,038 | 6,681 | 5.7% | $436.41万 | 加仓 |