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
ROKU ROKU INC $6910.00%5 5— $691 新建仓
NTRS NORTHERN TR CORP $6950.00%4 4— $695 新建仓
CPRT COPART INC $7050.00%25 25— $705 新建仓
CHTR CHARTER COMMUNICATIONS INC $7110.00%5 5— $711 新建仓
UDR UDR INC $7190.00%18 18— $719 新建仓
EMN EASTMAN CHEM CO $7370.00%11 11— $737 新建仓
BKH BLACK HILLS CORP $7440.00%10 10— $744 新建仓
RYN RAYONIER INC $7450.00%35 35— $745 新建仓
HR HEALTHCARE RLTY TR $7460.00%37 37— $746 新建仓
RVMD REVOLUTION MEDICINES INC $7490.00%4 4— $749 新建仓
PR PERMIAN RESOURCES CORP $7550.00%41 41— $755 新建仓
MKC MCCORMICK & CO INC $7560.00%15 15— $756 新建仓
IMCB ISHARES TR $7720.00%8 8— $772 新建仓
BDX BECTON DICKINSON & CO $7840.00%5 5— $784 新建仓
UBS UBS GROUP AG $7930.00%16 16— $793 新建仓
— SMITH DOUGLAS HOMES CORP $8080.00%52 52— $808 新建仓
TWLO TWILIO INC $8250.00%4 4— $825 新建仓
RY ROYAL BK CDA $8280.00%4 4— $828 新建仓
BNL BROADSTONE NET LEASE INC $8680.00%42 42— $868 新建仓
EEFT EURONET WORLDWIDE INC $8780.00%12 12— $878 新建仓
DUSA DAVIS FUNDAMENTAL ETF TR $8990.00%16 16— $899 新建仓
JBBB JANUS DETROIT STR TR $9000.00%19 19— $900 新建仓
SLYV SPDR SERIES TRUST $9000.00%8 8— $900 新建仓
GIB CGI INC $9040.00%14 14— $904 新建仓
MCO MOODYS CORP $9060.00%2 2— $906 新建仓
HLN HALEON PLC $9240.00%99 99— $924 新建仓
NTAP NETAPP INC $9290.00%6 6— $929 新建仓
OTIS OTIS WORLDWIDE CORP $9310.00%13 13— $931 新建仓
COO COOPER COS INC $9320.00%13 13— $932 新建仓
FISV FISERV INC $9320.00%19 19— $932 新建仓
SRRK SCHOLAR ROCK HLDG CORP $9350.00%17 17— $935 新建仓
IBRX IMMUNITYBIO INC $9370.00%107 107— $937 新建仓
XYL XYLEM INC $9460.00%8 8— $946 新建仓
CASH PATHWARD FINANCIAL INC $9580.00%11 11— $958 新建仓
FAST FASTENAL CO $9610.00%20 20— $961 新建仓
MDYV SPDR SERIES TRUST $9740.00%10 10— $974 新建仓
ROK ROCKWELL AUTOMATION INC $9900.00%2 2— $990 新建仓
EXE EXPAND ENERGY CORPORATION $1,0030.00%11 11— $1,003 新建仓
AMX AMERICA MOVIL SAB DE CV $1,0140.00%39 39— $1,014 新建仓
DG DOLLAR GEN CORP $1,0360.00%9 9— $1,036 新建仓
DDOG DATADOG INC $1,0410.00%4 4— $1,041 新建仓
EQIX EQUINIX INC $1,0420.00%1 1— $1,042 新建仓
TGT TARGET CORP $1,0450.00%8 8— $1,045 新建仓
— OMEGA FLEX INC $1,0670.00%34 34— $1,067 新建仓
ES EVERSOURCE ENERGY $1,0840.00%15 15— $1,084 新建仓
UTHR UNITED THERAPEUTICS CORP DEL $1,0840.00%2 2— $1,084 新建仓
CWEN CLEARWAY ENERGY INC $1,0940.00%32 32— $1,094 新建仓
ECL ECOLAB INC $1,1140.00%4 4— $1,114 新建仓
MDYG SPDR SERIES TRUST $1,1330.00%10 10— $1,133 新建仓
ABNB AIRBNB INC $1,1450.00%8 -1,497-99.5% -$21.43万 重新持有
AJG GALLAGHER ARTHUR J & CO $1,1480.00%5 5— $1,148 新建仓
NVEC NVE CORP $1,1500.00%11 11— $1,150 新建仓
VSNT VERSANT MEDIA GROUP INC $1,1560.00%32 32— $1,156 新建仓
HLLY HOLLEY INC $1,1730.00%460 460— $1,173 新建仓
FICO FAIR ISAAC CORP $1,1950.00%1 1— $1,195 新建仓
TXRH TEXAS ROADHOUSE INC $1,2000.00%6 6— $1,200 新建仓
SNA SNAP ON INC $1,2070.00%3 3— $1,207 新建仓
NWE NORTHWESTERN ENERGY GROUP IN $1,2180.00%17 17— $1,218 新建仓
MNST MONSTER BEVERAGE CORP NEW $1,2500.00%13 13— $1,250 新建仓
FNV FRANCO NEV CORP $1,2510.00%6 6— $1,251 新建仓
UPS UNITED PARCEL SVCS INC $1,2510.00%12 12— $1,251 新建仓
— AKEBIA THREAPEUTICS INC $1,2540.00%1,100 1,100— $1,254 新建仓
SHEL SHELL PLC $1,2760.00%16 16— $1,276 新建仓
RSG REPUBLIC SVCS INC $1,2780.00%6 6— $1,278 新建仓
USHY ISHARES TR $1,2960.00%35 35— $1,296 新建仓
CP CANADIAN PACIFIC KANSAS CITY $1,3000.00%15 15— $1,300 新建仓
FIS FIDELITY NATL INFORMATION SV $1,3220.00%34 34— $1,322 新建仓
SU SUNCOR ENERGY INC NEW $1,3420.00%25 25— $1,342 新建仓
ITW ILLINOIS TOOL WKS INC $1,3520.00%5 5— $1,352 新建仓
GWW WW GRAINGER INC $1,3600.00%1 1— $1,360 新建仓
KDP KEURIG DR PEPPER INC $1,3750.00%42 42— $1,375 新建仓
TXT TEXTRON INC $1,3760.00%15 15— $1,376 新建仓
MPWR MONOLITHIC PWR SYS INC $1,3820.00%1 1— $1,382 新建仓
BKR BAKER HUGHES COMPANY $1,3880.00%25 25— $1,388 新建仓
E ENI SPA $1,4060.00%30 30— $1,406 新建仓
CMI CUMMINS INC $1,4260.00%2 2— $1,426 新建仓
HSBC HSBC HLDGS PLC $1,4260.00%15 15— $1,426 新建仓
VMRK EQUITY RESIDENTIAL $1,4270.00%21 21— $1,427 新建仓
KHC KRAFT HEINZ CO $1,5350.00%65 65— $1,535 新建仓
AEM AGNICO EAGLE MINES LTD $1,5510.00%10 10— $1,551 新建仓
HAL HALLIBURTON CO $1,5620.00%46 46— $1,562 新建仓
PCAR PACCAR INC $1,5620.00%13 13— $1,562 新建仓
DEO DIAGEO PLC $1,5880.00%20 20— $1,588 新建仓
DXC DXC TECHNOLOGY CO $1,5930.00%180 180— $1,593 新建仓
YUM YUM BRANDS INC $1,5990.00%10 10— $1,599 新建仓
UGI UGI CORP NEW $1,6230.00%47 47— $1,623 新建仓
BBIO BRIDGEBIO PHARMA INC $1,6390.00%22 22— $1,639 新建仓
GMED GLOBUS MED INC $1,6590.00%21 21— $1,659 新建仓
DVN DEVON ENERGY CORP NEW $1,6700.00%40 40— $1,670 新建仓
GSK GSK PLC $1,6770.00%32 32— $1,677 新建仓
DAL DELTA AIR LINES INC $1,6860.00%18 18— $1,686 新建仓
PFLT PENNANTPARK FLOATING RATE CA $1,6930.00%226 226— $1,693 新建仓
RIO RIO TINTO PLC $1,7090.00%18 18— $1,709 新建仓
SR SPIRE INC $1,7180.00%22 22— $1,718 新建仓
AA ALCOA CORP $1,7210.00%33 33— $1,721 新建仓
SHW SHERWIN WILLIAMS CO $1,7220.00%5 5— $1,722 新建仓
WING WINGSTOP INC $1,7340.00%10 10— $1,734 新建仓
SCHB SCHWAB STRATEGIC TR $1,7380.00%60 60— $1,738 新建仓
— COSTAMARE BULKERS HLDGS LTD $1,7560.00%100 100— $1,756 新建仓
IRM IRON MTN INC DEL $1,7680.00%14 14— $1,768 新建仓