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
BHP BHP BILLITON LIMITED $6,7550.00%81 81— $6,755 新建仓
PEY INVESCO EXCHANGE TRADED FD T $6,8310.00%295 295— $6,831 新建仓
URA GLOBAL X FDS $6,8610.00%157 157— $6,861 新建仓
RWX SPDR INDEX SHS FDS $6,8880.00%255 255— $6,888 新建仓
LUV SOUTHWEST AIRLS CO $6,8900.00%134 134— $6,890 新建仓
TRN TRINITY INDS INC $6,9160.00%200 200— $6,916 新建仓
GNR SPDR INDEX SHS FDS $7,0000.00%104 104— $7,000 新建仓
MORN MORNINGSTAR INC $7,0210.00%45 45— $7,021 新建仓
CMRE COSTAMARE INC $7,0620.00%504 504— $7,062 新建仓
FVD FIRST TR EXCHANGE-TRADED FD $7,0820.00%147 147— $7,082 新建仓
VSEC VSE CORP $7,0880.00%31 31— $7,088 新建仓
COWG PACER FDS TR $7,1060.00%177 177— $7,106 新建仓
NVO NOVO-NORDISK A S $7,1910.00%150 150— $7,191 新建仓
FCEL FUELCELL ENERGY INC $7,2020.00%200 200— $7,202 新建仓
DXYZ DESTINY TECH100 INC $7,2130.00%280 280— $7,213 新建仓
CGNX COGNEX CORP $7,2420.00%100 100— $7,242 新建仓
XLRE SELECT SECTOR SPDR TR $7,2720.00%165 165— $7,272 新建仓
IYC ISHARES TR $7,2790.00%72 72— $7,279 新建仓
— FIRST TR EXCHANGE-TRADED FD $7,3440.00%135 135— $7,344 新建仓
LPLA LPL FINL HLDGS INC $7,3630.00%26 26— $7,363 新建仓
ETR ENTERGY CORP NEW $7,3870.00%64 64— $7,387 新建仓
CC CHEMOURS CO $7,4080.00%361 361— $7,408 新建仓
VRTX VERTEX PHARMACEUTICALS INC $7,4510.00%15 15— $7,451 新建仓
SOLV SOLVENTUM CORP $7,4840.00%97 97— $7,484 新建仓
FFIV F5 INC $7,4870.00%18 18— $7,487 新建仓
NTR NUTRIEN LTD $7,5310.00%120 120— $7,531 新建仓
DBMF LITMAN GREGORY FDS TR $7,5610.00%247 247— $7,561 新建仓
LCTD BLACKROCK ETF TRUST $7,5870.00%132 132— $7,587 新建仓
DXCM DEXCOM INC $7,7450.00%115 115— $7,745 新建仓
ACWI ISHARES TR $7,7480.00%49 49— $7,748 新建仓
SPTS SPDR SERIES TRUST $7,8040.00%269 269— $7,804 新建仓
ABT ABBOTT LABORATORIES $7,8040.00%86 86— $7,804 新建仓
SOLS SOLSTICE ADVANCED MATLS INC $7,8110.00%88 88— $7,811 新建仓
AWK AMERICAN WTR WKS CO INC NEW $7,8750.00%60 60— $7,875 新建仓
ROE EA SERIES TRUST $7,9290.00%186 186— $7,929 新建仓
URI UNITED RENTALS INC $7,9300.00%7 7— $7,930 新建仓
AON AON PLC $7,9610.00%24 24— $7,961 新建仓
FIW FIRST TR EXCHANGE-TRADED FD $7,9690.00%73 73— $7,969 新建仓
LH LABCORP HOLDINGS INC $7,9790.00%28 28— $7,979 新建仓
FEP FIRST TR EXCH TRD ALPHDX FD $8,0440.00%141 141— $8,044 新建仓
XLI SELECT SECTOR SPDR TR $8,0870.00%44 44— $8,087 新建仓
OHI OMEGA HEALTHCARE INVS INC $8,1250.00%170 170— $8,125 新建仓
BP BP PLC $8,1660.00%221 221— $8,166 新建仓
LTH LIFE TIME GROUP HOLDINGS INC $8,1680.00%200 200— $8,168 新建仓
GOVI INVESCO EXCH TRADED FD TR II $8,1720.00%301 301— $8,172 新建仓
— FIDELITY MERRIMACK STR TR $8,2040.00%174 174— $8,204 新建仓
CUZ COUSINS PPTYS INC $8,2380.00%275 275— $8,238 新建仓
HLT HILTON WORLDWIDE HLDGS INC $8,2620.00%25 25— $8,262 新建仓
RSP INVESCO EXCHANGE TRADED FD T $8,2980.00%39 39— $8,298 新建仓
BNDW VANGUARD SCOTTSDALE FDS $8,3670.00%122 122— $8,367 新建仓
HYD VANECK ETF TRUST $8,3960.00%163 163— $8,396 新建仓
AWR AMER STATES WTR CO $8,4780.00%103 103— $8,478 新建仓
PSLV SPROTT ASSET MANAGEMENT LP $8,4920.00%450 450— $8,492 新建仓
AGNT AGNT INC $8,6020.00%1,590 1,590— $8,602 新建仓
CTVA CORTEVA INC $8,6380.00%102 102— $8,638 新建仓
FLOT ISHARES TR $8,7300.00%171 171— $8,730 新建仓
FDN FIRST TR EXCHANGE-TRADED FD $8,7360.00%33 33— $8,736 新建仓
USFR WISDOMTREE TR $8,8040.00%175 175— $8,804 新建仓
BNDC FLEXSHARES TR $8,8630.00%401 401— $8,863 新建仓
MS MORGAN STANLEY $8,9890.00%43 43— $8,989 新建仓
XRNPX COHEN & STEERS REIT & PFD & $9,0540.00%446 446— $9,054 新建仓
CLX CLOROX CO DEL $9,0670.00%95 95— $9,067 新建仓
FJP FIRST TR EXCH TRD ALPHDX FD $9,1590.00%120 120— $9,159 新建仓
DFCF DIMENSIONAL ETF TRUST $9,2290.00%219 219— $9,229 新建仓
CAH CARDINAL HEALTH INC $9,3400.00%39 39— $9,340 新建仓
— SIMPLIFY EXCHANGE TRADED FUN $9,3660.00%348 348— $9,366 新建仓
ADM ARCHER DANIELS MIDLAND CO $9,3970.00%123 123— $9,397 新建仓
— WISDOMTREE TR $9,4070.00%72 72— $9,407 新建仓
NVS NOVARTIS AG $9,4340.00%60 60— $9,434 新建仓
VDC VANGUARD WORLD FD $9,4710.00%42 42— $9,471 新建仓
ADSK AUTODESK INC $9,5270.00%49 49— $9,527 新建仓
CARR CARRIER GLOBAL CORPORATION $9,5360.00%130 130— $9,536 新建仓
— ARCOSA INC $9,5890.00%66 66— $9,589 新建仓
IDEV ISHARES TR $9,6130.00%108 108— $9,613 新建仓
FITB FIFTH THIRD BANCORP $9,7080.00%172 172— $9,708 新建仓
— DBX ETF TR $9,7430.00%237 237— $9,743 新建仓
IEUR ISHARES TR $9,7720.00%130 130— $9,772 新建仓
— INNOVATOR ETFS TRUST $9,7910.00%272 272— $9,791 新建仓
CRH CRH PLC $9,8000.00%92 92— $9,800 新建仓
ITM VANECK ETF TRUST $9,8210.00%209 209— $9,821 新建仓
VBK VANGUARD INDEX FDS $9,8740.00%27 27— $9,874 新建仓
ROST ROSS STORES INC $1.00万0.00%47 47— $1.00万 新建仓
TRMB TRIMBLE INC $1.02万0.00%200 200— $1.02万 新建仓
BX BLACKSTONE INC $1.02万0.00%87 87— $1.02万 新建仓
TY TRI CONTL CORP $1.02万0.00%297 297— $1.02万 新建仓
IPAC ISHARES TR $1.02万0.00%125 125— $1.02万 新建仓
SCHM SCHWAB STRATEGIC TR $1.03万0.00%279 279— $1.03万 新建仓
EPD ENTERPRISE PRODS PARTNERS L $1.03万0.00%280 280— $1.03万 新建仓
CBRE CBRE GROUP INC $1.04万0.00%77 77— $1.04万 新建仓
MXI ISHARES TR $1.06万0.00%100 100— $1.06万 新建仓
COF CAPITAL ONE FINL CORP $1.06万0.00%53 53— $1.06万 新建仓
IBDR ISHARES TR $1.06万0.00%439 439— $1.06万 新建仓
AMKR AMKOR TECHNOLOGY INC $1.07万0.00%124 124— $1.07万 新建仓
XDEC FIRST TR EXCHNG TRADED FD VI $1.07万0.00%250 250— $1.07万 新建仓
TMSL T ROWE PRICE EXCHANGE-TRADED $1.08万0.00%246 246— $1.08万 新建仓
LDUR PIMCO ETF TR $1.08万0.00%113 113— $1.08万 新建仓
DSTL ETF SER SOLUTIONS $1.08万0.00%180 180— $1.08万 新建仓
— FIRST TR EXCHNG TRADED FD VI $1.10万0.00%400 400— $1.10万 新建仓
DMXF ISHARES TR $1.10万0.00%131 131— $1.10万 新建仓
SFBS SERVISFIRST BANCSHARES INC $1.13万0.00%130 130— $1.13万 新建仓