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
MMM 3M CO $21.96万0.02%1,356 -191-12.3% -$3.09万 重新持有
FJAN FIRST TR EXCHNG TRADED FD VI $21.94万0.02%3,982 00.0% — 不变
GEV GE VERNOVA INC $21.75万0.02%185 185— $21.75万 新建仓
ISRG INTUITIVE SURGICAL INC $21.55万0.02%542 5210.6% $2.07万 加仓
EFA ISHARES TR $21.31万0.02%2,051 -13,319-86.7% -$138.38万 重新持有
SPAB SPDR SERIES TRUST $21.11万0.02%8,270 -3,243-28.2% -$8.28万 减仓
FAUG FIRST TR EXCHNG TRADED FD VI $20.94万0.02%3,705 3,705— $20.94万 新建仓
BAC BANK OF AMER CORP $20.80万0.02%3,650 -204-5.3% -$1.16万 重新持有
T AT&T INC $20.41万0.02%9,861 -17-0.2% -$352 减仓
ALNY ALNYLAM PHARMACEUTICALS INC $20.26万0.02%673 673— $20.26万 新建仓
INSM INSMED INC $20.25万0.02%1,899 1,899— $20.25万 新建仓
NOC NORTHROP GRUMMAN CORP $20.22万0.02%397 20.5% $1,019 加仓
STIP ISHARES TR $19.39万0.02%1,898 1,898— $19.39万 新建仓
APP APPLOVIN CORP $19.32万0.02%375 375— $19.32万 新建仓
IOO ISHARES TR $19.12万0.02%1,400 1,400— $19.12万 新建仓
SHYG ISHARES TR $18.19万0.02%4,288 -1,096-20.4% -$4.65万 减仓
MPC MARATHON PETE CORP $17.97万0.02%703 703— $17.97万 新建仓
RTX RTX CORPORATION $17.43万0.02%919 919— $17.43万 新建仓
FOCT FIRST TR EXCHNG TRADED FD VI $17.28万0.02%3,305 3,305— $17.28万 新建仓
VGT VANGUARD WORLD FD $17.25万0.02%1,443 1,443— $17.25万 新建仓
NOW SERVICENOW INC $16.79万0.02%1,691 1,691— $16.79万 新建仓
PLTR PALANTIR TECHNOLOGIES INC $16.40万0.02%1,406 1,406— $16.40万 新建仓
IDCC INTERDIGITAL INC $15.83万0.02%559 559— $15.83万 新建仓
DIS DISNEY WALT CO $15.77万0.02%1,639 1,639— $15.77万 新建仓
MAR MARRIOTT INTL INC NEW $15.57万0.02%420 420— $15.57万 新建仓
FENY FIDELITY COVINGTON TRUST $14.91万0.02%5,044 5,044— $14.91万 新建仓
SPYV SPDR SERIES TRUST $14.80万0.02%2,435 -2,151-46.9% -$13.07万 重新持有
STX SEAGATE TECHNOLOGY HLDNGS PL $14.76万0.02%153 153— $14.76万 新建仓
SBUX STARBUCKS CORP $14.71万0.02%1,439 1,439— $14.71万 新建仓
GOVT ISHARES TR $14.03万0.01%6,160 -6,606-51.7% -$15.05万 重新持有
FSEP FIRST TR EXCHNG TRADED FD VI $13.91万0.01%2,525 2,525— $13.91万 新建仓
ADI ANALOG DEVICES INC $13.64万0.01%343 343— $13.64万 新建仓
EUSA ISHARES INC $13.10万0.01%1,147 1,147— $13.10万 新建仓
IVE ISHARES TR $13.03万0.01%574 574— $13.03万 新建仓
JEPI J P MORGAN EXCHANGE TRADED F $12.74万0.01%2,255 2,255— $12.74万 新建仓
PSX PHILLIPS 66 $12.53万0.01%741 741— $12.53万 新建仓
SO SOUTHERN CO $12.50万0.01%1,306 1,306— $12.50万 新建仓
XHLF BONDBLOXX ETF TRUST $12.18万0.01%2,421 2,421— $12.18万 新建仓
APH AMPHENOL CORP $12.06万0.01%684 684— $12.06万 新建仓
— FIRST TR EXCHNG TRADED FD VI $11.69万0.01%3,560 3,560— $11.69万 新建仓
— FIRST TR EXCHNG TRADED FD VI $11.63万0.01%2,800 2,800— $11.63万 新建仓
IUSV ISHARES TR $11.59万0.01%1,052 1,052— $11.59万 新建仓
MGA MAGNA INTL INC $11.55万0.01%1,760 -269,702-99.4% -$1,770.49万 重新持有
SNDK SANDISK CORP $11.14万0.01%49 49— $11.14万 新建仓
LIN LINDE PLC $11.09万0.01%214 214— $11.09万 新建仓
VGK VANGUARD INTL EQUITY INDEX F $10.63万0.01%1,201 1,201— $10.63万 新建仓
NEM NEWMONT CORP $10.57万0.01%1,132 1,132— $10.57万 新建仓
IJT ISHARES TR $10.36万0.01%580 580— $10.36万 新建仓
BALL BALL CORP $10.35万0.01%1,659 1,659— $10.35万 新建仓
ITA ISHARES TR $10.26万0.01%423 423— $10.26万 新建仓
XLK SELECT SECTOR SPDR TR $10.23万0.01%537 537— $10.23万 新建仓
— FIRST TR EXCHNG TRADED FD VI $10.15万0.01%3,000 3,000— $10.15万 新建仓
QMAR FIRST TR EXCHNG TRADED FD VI $10.11万0.01%2,715 2,715— $10.11万 新建仓
FUTY FIDELITY COVINGTON TRUST $9.90万0.01%1,694 1,694— $9.90万 新建仓
CVS CVS HEALTH CORP $9.88万0.01%955 955— $9.88万 新建仓
PEG PUBLIC SVC ENTERPRISE GROUP $9.85万0.01%1,214 1,214— $9.85万 新建仓
AXP AMERICAN EXPRESS CO $9.82万0.01%290 290— $9.82万 新建仓
BOH BANK HAWAII CORP $9.65万0.01%1,184 1,184— $9.65万 新建仓
VRT VERTIV HOLDINGS CO $9.48万0.01%283 283— $9.48万 新建仓
TJX TJX COS INC NEW $9.45万0.01%624 624— $9.45万 新建仓
XME SPDR SERIES TRUST $9.36万0.01%875 875— $9.36万 新建仓
KKR KKR & CO INC $9.33万0.01%1,017 1,017— $9.33万 新建仓
FMAT FIDELITY COVINGTON TRUST $9.33万0.01%1,594 1,594— $9.33万 新建仓
TLT ISHARES TR $9.24万0.01%1,069 -3,467-76.4% -$29.97万 减仓
SHV ISHARES TR $9.21万0.01%835 835— $9.21万 新建仓
SPSB SPDR SERIES TRUST $9.19万0.01%3,061 3,061— $9.19万 新建仓
AHR AMERICAN HEALTHCARE REIT INC $9.13万0.01%1,750 1,750— $9.13万 新建仓
FEX FIRST TR EXCHANGE-TRADED ALP $9.06万0.01%648 648— $9.06万 新建仓
NEE NEXTERA ENERGY INC $9.00万0.01%1,026 1,026— $9.00万 新建仓
PGX INVESCO EXCH TRADED FD TR II $8.99万0.01%8,298 -1,767-17.6% -$1.92万 减仓
— BARINGS CORPORATE INVS $8.98万0.01%5,115 5,115— $8.98万 新建仓
CINF CINCINNATI FINL CORP $8.92万0.01%482 482— $8.92万 新建仓
MU MICRON TECHNOLOGY INC $8.89万0.01%77 77— $8.89万 新建仓
IBKR INTERACTIVE BROKERS GROUP IN $8.84万0.01%1,016 1,016— $8.84万 新建仓
IBB ISHARES TR $8.60万0.01%452 452— $8.60万 新建仓
PPL PPL CORP $8.59万0.01%2,362 2,362— $8.59万 新建仓
— AMPLIFY ETF TR $8.57万0.01%1,063 1,063— $8.57万 新建仓
FBND FIDELITY MERRIMACK STR TR $8.51万0.01%1,870 1,870— $8.51万 新建仓
NULV NUSHARES ETF TR $8.42万0.01%1,684 1,684— $8.42万 新建仓
HCA HCA HEALTHCARE INC $8.41万0.01%216 216— $8.41万 新建仓
PH PARKER-HANNIFIN CORP $8.41万0.01%86 86— $8.41万 新建仓
VGIT VANGUARD SCOTTSDALE FDS $8.36万0.01%1,417 1,417— $8.36万 新建仓
FHLC FIDELITY COVINGTON TRUST $8.27万0.01%1,071 1,071— $8.27万 新建仓
PFE PFIZER INC $8.25万0.01%3,426 3,426— $8.25万 新建仓
IWR ISHARES TR $8.22万0.01%745 745— $8.22万 新建仓
AMT AMERICAN TOWER CORP $8.16万0.01%499 499— $8.16万 新建仓
PANW PALO ALTO NETWORKS INC $8.15万0.01%239 239— $8.15万 新建仓
BNY BANK OF NY MELLON CORP $8.05万0.01%557 557— $8.05万 新建仓
IAU ISHARES GOLD TR $8.00万0.01%1,060 1,060— $8.00万 新建仓
MCK MCKESSON CORP $7.78万0.01%103 103— $7.78万 新建仓
AVUV AMERICAN CENTY ETF TR $7.77万0.01%623 623— $7.77万 新建仓
ADX ADAMS DIVERSIFIED EQUITY FD $7.76万0.01%3,036 3,036— $7.76万 新建仓
PHM PULTE GROUP INC $7.75万0.01%565 565— $7.75万 新建仓
SCHW SCHWAB CHARLES CORP $7.70万0.01%835 835— $7.70万 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
EWJ ISHARES INC $7.68万0.01%824 824— $7.68万 新建仓
MDY STATE STR SPDR S&P MIDCAP 40 $7.62万0.01%108 108— $7.62万 新建仓
JCI JOHNSON CONTROLS INTERNATION $7.51万0.01%514 514— $7.51万 新建仓
IQV IQVIA HLDGS INC $7.48万0.01%387 387— $7.48万 新建仓
TDIV FIRST TR EXCHANGE TRADED FD $7.36万0.01%641 641— $7.36万 新建仓