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
PCY INVESCO EXCH TRADED FD TR II $3,6900.00%170 170— $3,690 新建仓
SHLD GLOBAL X FDS $3,7020.00%62 62— $3,702 新建仓
EWL ISHARES INC $3,7080.00%59 59— $3,708 新建仓
CARY ANGEL OAK FUNDS TRUST $3,7200.00%179 179— $3,720 新建仓
LNT ALLIANT ENERGY CORP $3,7350.00%49 49— $3,735 新建仓
EOG EOG RES INC $3,7620.00%29 29— $3,762 新建仓
SCHP SCHWAB STRATEGIC TR $3,7790.00%143 143— $3,779 新建仓
UNP UNION PAC CORP $3,8080.00%14 14— $3,808 新建仓
VICI VICI PPTYS INC $3,8380.00%145 145— $3,838 新建仓
HTGC HERCULES CAPITAL INC $3,8820.00%246 246— $3,882 新建仓
NOVT NOVANTA INC $3,8940.00%24 24— $3,894 新建仓
— FRANKLIN TEMPLETON HOLDINGS $3,8960.00%73 73— $3,896 新建仓
BAM BROOKFIELD ASSET MANAGMT LTD $3,9020.00%87 87— $3,902 新建仓
PFXF VANECK ETF TRUST $3,9050.00%219 219— $3,905 新建仓
DOW DOW HLDGS INC $3,9330.00%144 144— $3,933 新建仓
MTN VAIL RESORTS INC $3,9610.00%29 29— $3,961 新建仓
VXF VANGUARD INDEX FDS $3,9730.00%16 16— $3,973 新建仓
CEG CONSTELLATION ENERGY CORP $3,9740.00%16 16— $3,974 新建仓
IHG INTERCONTINENTAL HOTELS GROU $3,9820.00%23 23— $3,982 新建仓
MNA NEW YORK LIFE INVESTMENTS ET $3,9870.00%109 109— $3,987 新建仓
VSS VANGUARD INTL EQUITY INDEX F $4,0120.00%26 26— $4,012 新建仓
VAC MARRIOTT VACATIONS WORLDWIDE $4,1200.00%40 40— $4,120 新建仓
EBAY EBAY INC. $4,1350.00%37 37— $4,135 新建仓
CACI CACI INTL INC $4,1690.00%9 9— $4,169 新建仓
IXUS ISHARES TR $4,1730.00%44 44— $4,173 新建仓
PSMT PRICESMART INC $4,2970.00%22 22— $4,297 新建仓
CM CANADIAN IMPERIAL BANK OF CO $4,3700.00%38 38— $4,370 新建仓
BILS SPDR SERIES TRUST $4,3810.00%44 44— $4,381 新建仓
NI NISOURCE INC $4,4220.00%93 93— $4,422 新建仓
— CATALYST PHARMACEUTICALS INC $4,4320.00%141 141— $4,432 新建仓
JEF JEFFERIES FINANCIAL GROUP IN $4,4480.00%89 89— $4,448 新建仓
VPU VANGUARD WORLD FD $4,5020.00%23 23— $4,502 新建仓
TAP MOLSON COORS BEVERAGE CO $4,5450.00%117 117— $4,545 新建仓
DWX SPDR INDEX SHS FDS $4,5680.00%99 99— $4,568 新建仓
Q QNITY ELECTRONICS INC $4,5730.00%28 28— $4,573 新建仓
LYB LYONDELLBASELL INDUSTRIES NV $4,6230.00%88 88— $4,623 新建仓
TYL TYLER TECHNOLOGIES INC $4,6790.00%16 16— $4,679 新建仓
SPTI SPDR SERIES TRUST $4,6840.00%165 165— $4,684 新建仓
XT ISHARES TR $4,7100.00%57 57— $4,710 新建仓
GEHC GE HEALTHCARE TECHNOLOGIES I $4,7410.00%74 74— $4,741 新建仓
FNDA SCHWAB STRATEGIC TR $4,8010.00%126 126— $4,801 新建仓
AEHR AEHR TEST SYS $4,8030.00%50 50— $4,803 新建仓
AVDE AMERICAN CENTY ETF TR $4,8090.00%54 54— $4,809 新建仓
TLTD FLEXSHARES TR $4,8200.00%49 49— $4,820 新建仓
AEE AMEREN CORP $4,8610.00%43 43— $4,861 新建仓
XLF SELECT SECTOR SPDR TR $4,8670.00%91 91— $4,867 新建仓
SCHZ SCHWAB STRATEGIC TR $4,8890.00%211 211— $4,889 新建仓
KOMP SPDR SERIES TRUST $4,9340.00%69 69— $4,934 新建仓
REGN REGENERON PHARMACEUTICALS $4,9880.00%8 8— $4,988 新建仓
RVLV REVOLVE GROUP INC $4,9900.00%218 218— $4,990 新建仓
OLLI OLLIES BARGAIN OUTLET HLDGS $4,9970.00%65 65— $4,997 新建仓
CHRW C H ROBINSON WORLDWIDE IN $5,0190.00%27 27— $5,019 新建仓
FN FABRINET $5,0590.00%9 9— $5,059 新建仓
GSL GLOBAL SHIP LEASE INC $5,0760.00%135 135— $5,076 新建仓
IBIT ISHARES BITCOIN TRUST ETF $5,2270.00%157 157— $5,227 新建仓
TEL TE CONNECTIVITY PLC $5,2420.00%26 26— $5,242 新建仓
FDXF FEDEX FGHT HLDG CO INC $5,2850.00%35 35— $5,285 新建仓
BF/B BROWN FORMAN CORP $5,3300.00%200 200— $5,330 新建仓
VSH VISHAY INTERTECHNOLOGY INC $5,3780.00%100 100— $5,378 新建仓
— EA SERIES TRUST $5,3950.00%161 161— $5,395 新建仓
HESM HESS MIDSTREAM LP $5,4520.00%145 145— $5,452 新建仓
SPOT SPOTIFY TECHNOLOGY S A $5,5100.00%12 -358-96.8% -$16.44万 重新持有
— FLEXSHARES TR $5,5370.00%130 130— $5,537 新建仓
FTXO FIRST TR EXCHANGE TRADED FD $5,5800.00%135 135— $5,580 新建仓
AIG AMERICAN INTL GROUP INC $5,5900.00%75 75— $5,590 新建仓
HYEM VANECK ETF TRUST $5,6010.00%279 279— $5,601 新建仓
CWB SPDR SERIES TRUST $5,6140.00%52 52— $5,614 新建仓
FXH FIRST TR EXCHANGE-TRADED FD $5,6300.00%46 46— $5,630 新建仓
FXR FIRST TR EXCHANGE-TRADED FD $5,6490.00%62 62— $5,649 新建仓
MCHI ISHARES TR $5,6720.00%111 111— $5,672 新建仓
CL COLGATE PALMOLIVE CO $5,6840.00%62 62— $5,684 新建仓
ECHO ECHOSTAR CORP $5,6840.00%56 56— $5,684 新建仓
USDU WISDOMTREE TR $5,7250.00%214 214— $5,725 新建仓
NBIS NEBIUS GROUP N.V. $5,8000.00%21 21— $5,800 新建仓
— ARROW ETF TR $5,8180.00%408 408— $5,818 新建仓
BCS BARCLAYS PLC $5,9360.00%221 221— $5,936 新建仓
FCX FREEPORT MCMORAN INC $5,9750.00%95 95— $5,975 新建仓
EMHY ISHARES INC $5,9850.00%147 147— $5,985 新建仓
JMEE J P MORGAN EXCHANGE TRADED F $5,9970.00%77 77— $5,997 新建仓
GRBK GREEN BRICK PARTNERS INC $6,0030.00%75 75— $6,003 新建仓
SPLB SPDR SERIES TRUST $6,0030.00%268 268— $6,003 新建仓
MTB M & T BK CORP $6,0190.00%25 25— $6,019 新建仓
BAX BAXTER INTL INC $6,0380.00%283 283— $6,038 新建仓
CRWD CROWDSTRIKE HLDGS INC $6,1050.00%8 8— $6,105 新建仓
BKE BUCKLE INC $6,1220.00%145 145— $6,122 新建仓
DOX AMDOCS LTD $6,1690.00%122 122— $6,169 新建仓
HSY HERSHEY CO $6,3160.00%36 36— $6,316 新建仓
DFIV DIMENSIONAL ETF TRUST $6,3260.00%117 117— $6,326 新建仓
ACN ACCENTURE PLC IRELAND $6,3460.00%51 51— $6,346 新建仓
ESGD ISHARES TR $6,3590.00%62 62— $6,359 新建仓
WDAY WORKDAY INC $6,3660.00%52 52— $6,366 新建仓
DRI DARDEN RESTAURANTS INC $6,3860.00%31 31— $6,386 新建仓
TSME THRIVENT ETF TRUST $6,4000.00%122 122— $6,400 新建仓
APO APOLLO GLOBAL MGMT INC $6,4650.00%55 55— $6,465 新建仓
CB CHUBB LIMITED $6,4740.00%19 19— $6,474 新建仓
FLEX FLEXTRONICS INTL LTD $6,4830.00%40 40— $6,483 新建仓
DIOD DIODES INC $6,5660.00%60 60— $6,566 新建仓
SCHF SCHWAB STRATEGIC TR $6,5750.00%237 237— $6,575 新建仓
DFJ WISDOMTREE TR $6,6220.00%63 63— $6,622 新建仓
POWI POWER INTEGRATIONS INC $6,7010.00%80 80— $6,701 新建仓