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
LLY ELI LILLY & CO $79.10万0.08%660 16533.3% $19.78万 加仓
IYE ISHARES TR $74.28万0.08%13,126 13,126— $74.28万 新建仓
DJAN FIRST TR EXCHNG TRADED FD VI $71.85万0.08%15,782 00.0% — 不变
XLV SELECT SECTOR SPDR TR $71.83万0.08%4,527 4,527— $71.83万 新建仓
XBI SPDR SERIES TRUST $71.75万0.08%4,534 4,534— $71.75万 新建仓
USMV ISHARES TR $70.08万0.07%7,265 7,265— $70.08万 新建仓
NFLX NETFLIX INC. $69.96万0.07%9,799 3764.0% $2.68万 加仓
— FIRST TR EXCHNG TRADED FD VI $69.61万0.07%14,125 -1,282-8.3% -$6.32万 减仓
HD HOME DEPOT INC $68.30万0.07%1,937 36122.9% $12.73万 加仓
VWO VANGUARD INTL EQUITY INDEX F $67.35万0.07%11,283 6155.8% $3.67万 加仓
SDY SPDR SERIES TRUST $66.69万0.07%4,382 -38-0.9% -$5,783 减仓
DDEC FIRST TR EXCHNG TRADED FD VI $66.01万0.07%13,934 -50-0.4% -$2,369 减仓
LRCX LAM RESEARCH CORP $65.17万0.07%1,504 41838.5% $18.11万 加仓
IYW ISHARES TR $64.50万0.07%2,557 -2,254-46.9% -$56.85万 减仓
— FIRST TR EXCHNG TRADED FD VI $60.95万0.06%18,140 00.0% — 不变
IMCG ISHARES TR $60.76万0.06%6,181 -67-1.1% -$6,586 减仓
DMAR FIRST TR EXCHNG TRADED FD VI $60.08万0.06%13,431 00.0% — 不变
DJUL FIRST TR EXCHNG TRADED FD VI $57.74万0.06%11,515 -940-7.5% -$4.71万 减仓
BNDX VANGUARD CHARLOTTE FDS $55.54万0.06%11,467 -2,402-17.3% -$11.63万 减仓
DOCT FIRST TR EXCHNG TRADED FD VI $54.57万0.06%11,691 00.0% — 不变
CVX CHEVRON CORPORATION $53.76万0.06%3,243 37413.0% $6.20万 加仓
BSV VANGUARD BD INDEX FDS $51.71万0.05%6,637 -1,423-17.7% -$11.09万 减仓
AMD ADVANCED MICRO DEVICES INC $51.53万0.05%887 -674-43.2% -$39.15万 减仓
JNJ JOHNSON & JOHNSON $50.63万0.05%1,994 -189-8.7% -$4.80万 减仓
— FIRST TR EXCHNG TRADED FD VI $49.25万0.05%12,048 -680-5.3% -$2.78万 减仓
VB VANGUARD INDEX FDS $49.20万0.05%1,623 -4-0.2% -$1,213 减仓
FFEB FIRST TR EXCHNG TRADED FD VI $48.85万0.05%8,011 00.0% — 不变
HOOD ROBINHOOD MKTS INC $48.05万0.05%4,792 4069.3% $4.07万 加仓
IBM INTERNATIONAL BUSINESS MACHS $47.47万0.05%1,688 -50-2.9% -$1.41万 减仓
DMAY FIRST TR EXCHNG TRADED FD VI $47.14万0.05%10,005 94510.4% $4.45万 加仓
COST COSTCO WHOLESALE CORPORATION $45.78万0.05%489 10728.0% $10.02万 加仓
HIMU BLACKROCK ETF TRUST II $45.48万0.05%9,133 4,10381.6% $20.43万 加仓
VHT VANGUARD WORLD FD $44.65万0.05%1,493 1,493— $44.65万 新建仓
DAUG FIRST TR EXCHNG TRADED FD VI $44.63万0.05%9,527 00.0% — 不变
SPEM SPDR INDEX SHS FDS $43.19万0.05%8,342 8,342— $43.19万 新建仓
IWF ISHARES TR $42.96万0.04%3,460 3,460— $42.96万 新建仓
CSCO CISCO SYS INC $42.83万0.04%3,647 -525-12.6% -$6.17万 减仓
SHOP SHOPIFY INC $42.27万0.04%3,702 46814.5% $5.34万 加仓
MA MASTERCARD INCORPORATED $42.11万0.04%820 23840.9% $12.22万 加仓
IYF ISHARES TR $41.72万0.04%3,272 -3,646-52.7% -$46.49万 重新持有
UNH UNITEDHEALTH GROUP INC $40.46万0.04%974 -46,604-98.0% -$1,936.14万 减仓
ABBV ABBVIE INC $39.94万0.04%1,587 -140-8.1% -$3.52万 减仓
SECT NORTHERN LTS FD TR IV $39.50万0.04%5,482 70.1% $504 加仓
— FIRST TR EXCHNG TRADED FD VI $39.31万0.04%12,590 00.0% — 不变
ICSH ISHARES TR $37.13万0.04%7,341 7,341— $37.13万 新建仓
FAPR FIRST TR EXCHNG TRADED FD VI $36.04万0.04%7,711 -100-1.3% -$4,674 减仓
XLP SELECT SECTOR SPDR TR $35.37万0.04%4,258 -79-1.8% -$6,563 减仓
FJUL FIRST TR EXCHNG TRADED FD VI $35.08万0.04%5,891 -840-12.5% -$5.00万 减仓
— FIRST TR EXCHNG TRADED FD VI $35.06万0.04%10,400 00.0% — 不变
INTC INTEL CORP $35.02万0.04%2,508 2,508— $35.02万 新建仓
AMAT APPLIED MATLS INC $34.87万0.04%482 482— $34.87万 新建仓
VV VANGUARD INDEX FDS $34.30万0.04%997 997— $34.30万 新建仓
SCHD SCHWAB STRATEGIC TR $33.46万0.03%10,551 -482-4.4% -$1.53万 减仓
ARKQ ARK ETF TR $33.45万0.03%2,530 2,530— $33.45万 新建仓
MO ALTRIA GROUP INC $33.19万0.03%4,613 -123-2.6% -$8,849 减仓
SPYM SPDR SERIES TRUST $32.71万0.03%3,722 -872-19.0% -$7.66万 减仓
GE GE AEROSPACE $32.59万0.03%872 13017.5% $4.86万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $31.87万0.03%637 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $30.87万0.03%646 -30-4.4% -$1.43万 减仓
FMAR FIRST TR EXCHNG TRADED FD VI $30.42万0.03%5,821 00.0% — 不变
REZ ISHARES TR $30.39万0.03%3,209 -32-1.0% -$3,030 减仓
QJUN FIRST TR EXCHNG TRADED FD VI $30.12万0.03%8,915 00.0% — 不变
SPDW SPDR INDEX SHS FDS $30.09万0.03%5,971 -1,325-18.2% -$6.68万 减仓
RDVY FIRST TR EXCHANGE TRADED FD $30.07万0.03%3,710 3,710— $30.07万 新建仓
FNOV FIRST TR EXCHNG TRADED FD VI $28.86万0.03%4,935 00.0% — 不变
VONG VANGUARD SCOTTSDALE FDS $28.67万0.03%2,243 2,243— $28.67万 新建仓
FDEC FIRST TR EXCHNG TRADED FD VI $28.49万0.03%5,230 00.0% — 不变
SNOW SNOWFLAKE INC $28.10万0.03%1,104 1,104— $28.10万 新建仓
— FIRST TR EXCHNG TRADED FD VI $27.83万0.03%7,930 1,70027.3% $5.97万 加仓
MCD MCDONALDS CORP $27.62万0.03%1,022 -1-0.1% -$270 减仓
DSEP FIRST TR EXCHNG TRADED FD VI $27.43万0.03%5,783 00.0% — 不变
QUAL ISHARES TR $27.06万0.03%1,233 1,233— $27.06万 新建仓
FJUN FIRST TR EXCHNG TRADED FD VI $26.96万0.03%4,497 00.0% — 不变
VMBS VANGUARD SCOTTSDALE FDS $26.89万0.03%5,743 -1,247-17.8% -$5.84万 减仓
COP CONOCOPHILLIPS $26.67万0.03%2,566 2,566— $26.67万 新建仓
RZV INVESCO EXCHANGE TRADED FD T $26.53万0.03%1,780 1,780— $26.53万 新建仓
ORCL ORACLE CORP $26.22万0.03%1,789 -231-11.4% -$3.39万 减仓
WDC WESTERN DIGITAL CORP $25.95万0.03%406 406— $25.95万 新建仓
— FIRST TR EXCHNG TRADED FD VI $25.94万0.03%7,600 -800-9.5% -$2.73万 减仓
BLV VANGUARD BD INDEX FDS $25.70万0.03%3,728 -818-18.0% -$5.64万 减仓
BIV VANGUARD BD INDEX FDS $25.63万0.03%3,341 -739-18.1% -$5.67万 减仓
IVW ISHARES TR $25.18万0.03%1,831 -10,538-85.2% -$144.91万 减仓
PM PHILIP MORRIS INTL INC $25.08万0.03%1,387 -83-5.6% -$1.50万 减仓
PULS PGIM ETF TR $24.79万0.03%5,003 811.6% $4,013 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $24.70万0.03%2,749 2,749— $24.70万 新建仓
— FIRST TR EXCHNG TRADED FD VI $24.21万0.03%7,180 00.0% — 不变
DASH DOORDASH INC $24.04万0.03%1,303 1,303— $24.04万 新建仓
CALF PACER FDS TR $24.02万0.03%4,747 4,747— $24.02万 新建仓
XLU SELECT SECTOR SPDR TR $23.69万0.02%5,226 5,226— $23.69万 新建仓
ITOT ISHARES TR $23.63万0.02%1,438 1,438— $23.63万 新建仓
RBLX ROBLOX CORP $23.49万0.02%4,319 4,319— $23.49万 新建仓
JMUB J P MORGAN EXCHANGE TRADED F $23.19万0.02%4,578 00.0% — 不变
VLUE ISHARES TR $23.10万0.02%1,156 1,156— $23.10万 新建仓
KMI KINDER MORGAN INC DEL $22.71万0.02%7,102 -485-6.4% -$1.55万 减仓
IHI ISHARES TR $22.62万0.02%4,578 4,578— $22.62万 新建仓
HWM HOWMET AEROSPACE INC $22.60万0.02%841 841— $22.60万 新建仓
NEAR ISHARES U S ETF TR $22.49万0.02%4,439 4,439— $22.49万 新建仓
XYZ BLOCK INC $22.34万0.02%2,939 2,939— $22.34万 新建仓
— FIRST TR EXCHNG TRADED FD VI $22.31万0.02%6,366 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $22.23万0.02%1,625 -141-8.0% -$1.93万 减仓