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
VNQI VANGUARD INTL EQUITY INDEX F $1,7940.00%40 40— $1,794 新建仓
ULTA ULTA BEAUTY INC $1,8040.00%4 4— $1,804 新建仓
EMLC VANECK ETF TRUST $1,8190.00%71 71— $1,819 新建仓
SYF SYNCHRONY FINANCIAL $1,8250.00%24 24— $1,825 新建仓
SPSC SPS COMM INC $1,8290.00%32 32— $1,829 新建仓
VTRS VIATRIS INC $1,8390.00%116 116— $1,839 新建仓
USIG ISHARES TR $1,8920.00%37 37— $1,892 新建仓
MXL MAXLINEAR INC $1,9200.00%15 15— $1,920 新建仓
MAX MEDIAALPHA INC $1,9230.00%153 153— $1,923 新建仓
ELV ELEVANCE HEALTH INC FORMERLY $1,9340.00%5 5— $1,934 新建仓
VTWO VANGUARD SCOTTSDALE FDS $1,9430.00%16 16— $1,943 新建仓
EQNR EQUINOR ASA $1,9470.00%62 62— $1,947 新建仓
RJF RAYMOND JAMES FINL INC $1,9760.00%13 13— $1,976 新建仓
NRC NRC HEALTH $1,9840.00%92 92— $1,984 新建仓
BL BLACKLINE INC $1,9930.00%71 71— $1,993 新建仓
NICE NICE LTD $1,9990.00%22 22— $1,999 新建仓
NRG NRG ENERGY INC $2,0450.00%14 14— $2,045 新建仓
NCLH NORWEGIAN CRUISE LINE HLDGS $2,1110.00%100 100— $2,111 新建仓
DHI D R HORTON INC $2,1170.00%13 13— $2,117 新建仓
IVZ INVESCO LTD $2,1200.00%80 80— $2,120 新建仓
GBDC GOLUB CAP BDC INC $2,1230.00%165 165— $2,123 新建仓
BIIB BIOGEN INC $2,1610.00%10 10— $2,161 新建仓
FOX FOX CORP $2,2010.00%47 47— $2,201 新建仓
NSC NORFOLK SOUTHN CORP $2,2020.00%7 7— $2,202 新建仓
CI THE CIGNA GROUP $2,2050.00%8 8— $2,205 新建仓
IQLT ISHARES TR $2,2300.00%45 45— $2,230 新建仓
ADBE ADOBE INC $2,2550.00%11 11— $2,255 新建仓
PRU PRUDENTIAL FINL INC $2,2630.00%21 21— $2,263 新建仓
BTAL AGF INVTS TR $2,2630.00%203 203— $2,263 新建仓
— WARNER BROS DISCOVERY INC $2,2660.00%85 85— $2,266 新建仓
FNDX SCHWAB STRATEGIC TR $2,2670.00%73 73— $2,267 新建仓
BJ BJS WHSL CLUB HLDGS INC $2,2680.00%26 26— $2,268 新建仓
OLED UNIVERSAL DISPLAY CORP $2,2760.00%26 26— $2,276 新建仓
SCHV SCHWAB STRATEGIC TR $2,2970.00%66 66— $2,297 新建仓
KYN KAYNE ANDERSON ENERGY INFRST $2,2970.00%166 166— $2,297 新建仓
HGER HARBOR ETF TRUST $2,3180.00%79 79— $2,318 新建仓
POOL POOL CORP $2,3640.00%11 11— $2,364 新建仓
MFC MANULIFE FINL CORP $2,3740.00%59 59— $2,374 新建仓
FOXF FOX FACTORY HLDG CORP $2,3890.00%141 141— $2,389 新建仓
OMC OMNICOM GROUP INC $2,4030.00%33 33— $2,403 新建仓
RITM RITHM CAPITAL CORP $2,4080.00%256 256— $2,408 新建仓
— ALLSPRING UTILITIES AND HIGH $2,4180.00%200 200— $2,418 新建仓
AME AMETEK INC $2,4190.00%10 10— $2,419 新建仓
KEY KEYCORP $2,4200.00%105 105— $2,420 新建仓
DD DUPONT DE NEMOURS INC $2,4420.00%18 18— $2,442 新建仓
BUD ANHEUSER BUSCH INBEV SA NV $2,4720.00%30 30— $2,472 新建仓
PBT PERMIAN BASIN RTY TR $2,5040.00%100 100— $2,504 新建仓
SMR NUSCALE PWR CORP $2,5080.00%250 250— $2,508 新建仓
SM SM ENERGY COMPANY $2,6100.00%100 100— $2,610 新建仓
CDNS CADENCE DESIGN SYSTEM INC $2,6270.00%7 7— $2,627 新建仓
SRTA STRATA CRITICAL MEDICAL INC $2,6350.00%500 500— $2,635 新建仓
TDG TRANSDIGM GROUP INC $2,6640.00%2 2— $2,664 新建仓
JOBY JOBY AVIATION INC $2,6760.00%300 300— $2,676 新建仓
CHI CALAMOS CONV OPPORTUNITIES & $2,6880.00%200 200— $2,688 新建仓
SCHG SCHWAB STRATEGIC TR $2,7070.00%80 80— $2,707 新建仓
DIV GLOBAL X FDS $2,7120.00%142 142— $2,712 新建仓
UAL UNITED AIRLS HLDGS INC $2,7200.00%20 20— $2,720 新建仓
XCHYX CALAMOS CONV & HIGH INCOME F $2,7240.00%200 200— $2,724 新建仓
PHG KONINKLIJKE PHILIPS N V $2,7460.00%101 101— $2,746 新建仓
AMP AMERIPRISE FINL INC $2,7530.00%6 6— $2,753 新建仓
ORLY OREILLY AUTOMOTIVE INC $2,7630.00%30 30— $2,763 新建仓
WPC WP CAREY INC $2,7890.00%39 39— $2,789 新建仓
DFH DREAM FINDERS HOMES INC $2,8480.00%165 165— $2,848 新建仓
TSLX SIXTH STREET SPECIALTY LENDI $2,8530.00%166 166— $2,853 新建仓
MSLC MORGAN STANLEY PATHWAY FDS $2,8760.00%49 49— $2,876 新建仓
TW TRADEWEB MKTS INC $2,8900.00%29 29— $2,890 新建仓
ETW EATON VANCE TAX-MANAGED GLOB $2,8920.00%300 300— $2,892 新建仓
MSI MOTOROLA SOLUTIONS INC $2,9070.00%7 7— $2,907 新建仓
VLY VALLEY NATL BANCORP $2,9300.00%200 200— $2,930 新建仓
IAGG ISHARES TR $2,9350.00%58 58— $2,935 新建仓
JAAA JANUS DETROIT STR TR $2,9790.00%59 59— $2,979 新建仓
IR INGERSOLL RAND INC $3,0340.00%37 37— $3,034 新建仓
IX ORIX CORP $3,0430.00%80 80— $3,043 新建仓
FLRN SPDR SERIES TRUST $3,0540.00%99 99— $3,054 新建仓
NOK NOKIA CORP $3,0560.00%230 230— $3,056 新建仓
TFLO ISHARES TR $3,0860.00%61 61— $3,086 新建仓
GSHD GOOSEHEAD INS INC $3,1530.00%65 65— $3,153 新建仓
CSX CSX CORP $3,1850.00%67 67— $3,185 新建仓
JQUA J P MORGAN EXCHANGE TRADED F $3,1950.00%44 44— $3,195 新建仓
ARCC ARES CAPITAL CORP $3,1990.00%173 173— $3,199 新建仓
FDS FACTSET RESH SYS INC $3,2210.00%14 14— $3,221 新建仓
APD AIR PRODUCTS AND CHEMICALS I $3,2250.00%11 11— $3,225 新建仓
EIPI FIRST TR EXCHNG TRADED FD VI $3,2760.00%150 150— $3,276 新建仓
ZTS ZOETIS INC $3,3060.00%46 46— $3,306 新建仓
ICE INTERCONTINENTAL EXCHANGE IN $3,3240.00%27 27— $3,324 新建仓
DFEM DIMENSIONAL ETF TRUST $3,4120.00%84 84— $3,412 新建仓
STAG STAG INDUSTRIAL INC $3,4250.00%90 90— $3,425 新建仓
SPCX SPACE EXPLORATION TECHN CORP $3,4710.00%20 20— $3,471 新建仓
SLYG SPDR SERIES TRUST $3,4730.00%29 29— $3,473 新建仓
VXUS VANGUARD STAR FDS $3,5050.00%41 41— $3,505 新建仓
NCNO NCINO INC $3,5480.00%217 217— $3,548 新建仓
XLB SELECT SECTOR SPDR TR $3,5580.00%70 70— $3,558 新建仓
ANET ARISTA NETWORKS INC $3,5670.00%21 21— $3,567 新建仓
USPH U S PHYSICAL THERAPY $3,5710.00%52 52— $3,571 新建仓
BBCA J P MORGAN EXCHANGE TRADED F $3,5780.00%36 36— $3,578 新建仓
AZN ASTRAZENECA PLC $3,6030.00%19 19— $3,603 新建仓
MAIN MAIN STR CAP CORP $3,6130.00%70 70— $3,613 新建仓
GNMA ISHARES TR $3,6410.00%82 82— $3,641 新建仓
MRSH MARSH & MCLENNAN COS INC $3,6670.00%22 22— $3,667 新建仓
NWN NORTHWEST NAT HLDG CO $3,6800.00%75 75— $3,680 新建仓