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
MTZ MASTEC INC $3.95万0.00%95 95— $3.95万 新建仓
TMUS T-MOBILE US INC $3.97万0.00%237 237— $3.97万 新建仓
PRF INVESCO EXCHANGE TRADED FD T $3.98万0.00%736 736— $3.98万 新建仓
SLF SUN LIFE FINANCIAL INC. $4.00万0.00%510 510— $4.00万 新建仓
RFV INVESCO EXCHANGE TRADED FD T $4.00万0.00%280 280— $4.00万 新建仓
HON HONEYWELL INTL INC $4.02万0.00%179 179— $4.02万 新建仓
VYMI VANGUARD WHITEHALL FDS $4.09万0.00%417 417— $4.09万 新建仓
PGF INVESCO EXCHANGE TRADED FD T $4.11万0.00%3,000 3,000— $4.11万 新建仓
ESGU ISHARES TR $4.16万0.00%254 254— $4.16万 新建仓
WSO WATSCO INC $4.19万0.00%101 101— $4.19万 新建仓
OTTR OTTER TAIL CORP $4.19万0.00%466 -72,439-99.4% -$651.47万 重新持有
AMLP ALPS ETF TR $4.23万0.00%815 815— $4.23万 新建仓
SPLV INVESCO EXCH TRADED FD TR II $4.24万0.00%566 566— $4.24万 新建仓
CMS CMS ENERGY CORP $4.27万0.00%558 558— $4.27万 新建仓
WEC WEC ENERGY GROUP INC $4.30万0.00%368 368— $4.30万 新建仓
ADP AUTOMATIC DATA PROCESSING IN $4.32万0.00%193 193— $4.32万 新建仓
SUSC ISHARES TR $4.32万0.00%1,868 1,868— $4.32万 新建仓
BA BOEING CO $4.35万0.00%201 201— $4.35万 新建仓
XEL XCEL ENERGY INC $4.35万0.00%542 542— $4.35万 新建仓
— FIRST TR EXCHNG TRADED FD VI $4.50万0.00%1,300 1,300— $4.50万 新建仓
CAG CONAGRA BRANDS INC $4.72万0.00%3,507 3,507— $4.72万 新建仓
EXC EXELON CORP $4.73万0.00%1,014 1,014— $4.73万 新建仓
— FIRST TR EXCHNG TRADED FD VI $4.74万0.00%1,670 1,670— $4.74万 新建仓
XLSR SSGA ACTIVE TR $4.77万0.00%736 736— $4.77万 新建仓
CME CME GROUP INC $4.79万0.01%217 217— $4.79万 新建仓
SCMB SCHWAB STRATEGIC TR $4.91万0.01%1,900 1,900— $4.91万 新建仓
SPSM SPDR SERIES TRUST $4.93万0.01%856 856— $4.93万 新建仓
BSX BOSTON SCIENTIFIC CORP $4.96万0.01%1,163 1,163— $4.96万 新建仓
PEP PEPSICO INC $4.97万0.01%367 367— $4.97万 新建仓
LCTU BLACKROCK ETF TRUST $5.06万0.01%632 632— $5.06万 新建仓
FDVV FIDELITY COVINGTON TRUST $5.11万0.01%847 847— $5.11万 新建仓
FTSL FIRST TR EXCHANGE-TRADED FD $5.14万0.01%1,148 1,148— $5.14万 新建仓
SLQD ISHARES TR $5.14万0.01%1,021 1,021— $5.14万 新建仓
PECO PHILLIPS EDISON & CO INC $5.25万0.01%1,262 1,262— $5.25万 新建仓
MRVL MARVELL TECHNOLOGY INC $5.38万0.01%181 181— $5.38万 新建仓
ARKX ARK ETF TR $5.40万0.01%1,581 1,581— $5.40万 新建仓
GILD GILEAD SCIENCES INC $5.42万0.01%429 429— $5.42万 新建仓
WMB WILLIAMS COS INC $5.55万0.01%746 746— $5.55万 新建仓
SJM SMUCKER J M CO $5.61万0.01%499 499— $5.61万 新建仓
INTF ISHARES TR $5.62万0.01%1,372 1,372— $5.62万 新建仓
SYY SYSCO CORP $5.73万0.01%686 686— $5.73万 新建仓
QDEC FIRST TR EXCHNG TRADED FD VI $5.74万0.01%1,612 1,612— $5.74万 新建仓
SHY ISHARES TR $5.88万0.01%716 716— $5.88万 新建仓
NUBD NUSHARES ETF TR $5.89万0.01%2,663 2,663— $5.89万 新建仓
EWT ISHARES INC $5.97万0.01%550 550— $5.97万 新建仓
ENB ENBRIDGE INC $6.06万0.01%1,117 1,117— $6.06万 新建仓
EAGG ISHARES TR $6.09万0.01%1,286 1,286— $6.09万 新建仓
LHX L3HARRIS TECHNOLOGIES INC $6.16万0.01%212 212— $6.16万 新建仓
TMO THERMO FISHER SCIENTIFIC INC $6.18万0.01%123 123— $6.18万 新建仓
SPTL SPDR SERIES TRUST $6.21万0.01%2,368 2,368— $6.21万 新建仓
MKL MARKEL GROUP INC $6.25万0.01%32 32— $6.25万 新建仓
CCL CARNIVAL CORP LTD $6.31万0.01%2,209 2,209— $6.31万 新建仓
BMY BRISTOL-MYERS SQUIBB CO $6.38万0.01%1,107 1,107— $6.38万 新建仓
SPIB SPDR SERIES TRUST $6.38万0.01%1,907 1,907— $6.38万 新建仓
LOW LOWES COS INC $6.39万0.01%290 290— $6.39万 新建仓
KEYS KEYSIGHT TECHNOLOGIES INC $6.55万0.01%187 187— $6.55万 新建仓
QSR RESTAURANT BRANDS INTL INC $6.55万0.01%903 903— $6.55万 新建仓
IGSB ISHARES TR $6.59万0.01%1,257 1,257— $6.59万 新建仓
PLD PROLOGIS INC. $6.61万0.01%488 488— $6.61万 新建仓
DUK DUKE ENERGY CORP NEW $6.62万0.01%523 523— $6.62万 新建仓
PGR PROGRESSIVE CORP $6.70万0.01%307 307— $6.70万 新建仓
SLB SLB LIMITED $6.71万0.01%1,443 1,443— $6.71万 新建仓
FANG DIAMONDBACK ENERGY INC $6.71万0.01%382 382— $6.71万 新建仓
FMAY FIRST TR EXCHNG TRADED FD VI $6.74万0.01%1,200 1,200— $6.74万 新建仓
NOBL PROSHARES TR $6.77万0.01%1,206 1,206— $6.77万 新建仓
IWL ISHARES TR $6.86万0.01%371 371— $6.86万 新建仓
ED CONSOLIDATED EDISON INC $6.90万0.01%624 624— $6.90万 新建仓
GD GENERAL DYNAMICS CORP $6.91万0.01%195 195— $6.91万 新建仓
VCR VANGUARD WORLD FD $7.05万0.01%178 178— $7.05万 新建仓
FFLC FIDELITY COVINGTON TRUST $7.09万0.01%1,203 1,203— $7.09万 新建仓
PWR QUANTA SVCS INC $7.20万0.01%100 100— $7.20万 新建仓
GRID FIRST TR EXCHANGE-TRADED FD $7.27万0.01%379 379— $7.27万 新建仓
CNP CENTERPOINT ENERGY INC $7.28万0.01%1,654 1,654— $7.28万 新建仓
TDIV FIRST TR EXCHANGE TRADED FD $7.36万0.01%641 641— $7.36万 新建仓
IQV IQVIA HLDGS INC $7.48万0.01%387 387— $7.48万 新建仓
JCI JOHNSON CONTROLS INTERNATION $7.51万0.01%514 514— $7.51万 新建仓
MDY STATE STR SPDR S&P MIDCAP 40 $7.62万0.01%108 108— $7.62万 新建仓
EWJ ISHARES INC $7.68万0.01%824 824— $7.68万 新建仓
MMIT NEW YORK LIFE INVTS ACTIVE E $7.70万0.01%3,162 3,162— $7.70万 新建仓
SCHW SCHWAB CHARLES CORP $7.70万0.01%835 835— $7.70万 新建仓
PHM PULTE GROUP INC $7.75万0.01%565 565— $7.75万 新建仓
ADX ADAMS DIVERSIFIED EQUITY FD $7.76万0.01%3,036 3,036— $7.76万 新建仓
AVUV AMERICAN CENTY ETF TR $7.77万0.01%623 623— $7.77万 新建仓
MCK MCKESSON CORP $7.78万0.01%103 103— $7.78万 新建仓
IAU ISHARES GOLD TR $8.00万0.01%1,060 1,060— $8.00万 新建仓
BNY BANK OF NY MELLON CORP $8.05万0.01%557 557— $8.05万 新建仓
PANW PALO ALTO NETWORKS INC $8.15万0.01%239 239— $8.15万 新建仓
AMT AMERICAN TOWER CORP $8.16万0.01%499 499— $8.16万 新建仓
IWR ISHARES TR $8.22万0.01%745 745— $8.22万 新建仓
PFE PFIZER INC $8.25万0.01%3,426 3,426— $8.25万 新建仓
FHLC FIDELITY COVINGTON TRUST $8.27万0.01%1,071 1,071— $8.27万 新建仓
VGIT VANGUARD SCOTTSDALE FDS $8.36万0.01%1,417 1,417— $8.36万 新建仓
PH PARKER-HANNIFIN CORP $8.41万0.01%86 86— $8.41万 新建仓
HCA HCA HEALTHCARE INC $8.41万0.01%216 216— $8.41万 新建仓
NULV NUSHARES ETF TR $8.42万0.01%1,684 1,684— $8.42万 新建仓
FBND FIDELITY MERRIMACK STR TR $8.51万0.01%1,870 1,870— $8.51万 新建仓
— AMPLIFY ETF TR $8.57万0.01%1,063 1,063— $8.57万 新建仓
PPL PPL CORP $8.59万0.01%2,362 2,362— $8.59万 新建仓
IBB ISHARES TR $8.60万0.01%452 452— $8.60万 新建仓
IBKR INTERACTIVE BROKERS GROUP IN $8.84万0.01%1,016 1,016— $8.84万 新建仓