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
AGGH SIMPLIFY EXCHANGE TRADED FUN $3.30万0.00%1,636 1,636— $3.30万 新建仓
GJUL FIRST TR EXCHNG TRADED FD VI $3.26万0.00%750 750— $3.26万 新建仓
SUB ISHARES TR $3.26万0.00%306 306— $3.26万 新建仓
SPGI S&P GLOBAL INC $3.24万0.00%80 80— $3.24万 新建仓
ICLN ISHARES TR $3.23万0.00%1,578 1,578— $3.23万 新建仓
JEPQ J P MORGAN EXCHANGE TRADED F $3.19万0.00%518 518— $3.19万 新建仓
PNC PNC FINL SVCS GROUP INC $3.18万0.00%129 129— $3.18万 新建仓
A AGILENT TECHNOLOGIES INC $3.15万0.00%237 237— $3.15万 新建仓
FTCB FIRST TR EXCHANGE-TRADED FD $3.06万0.00%1,467 1,467— $3.06万 新建仓
SCHX SCHWAB STRATEGIC TR $3.06万0.00%1,039 1,039— $3.06万 新建仓
MDLZ MONDELEZ INTL INC $3.05万0.00%527 527— $3.05万 新建仓
SAIC SCIENCE APPLICATIONS INTL CO $3.04万0.00%275 275— $3.04万 新建仓
USB US BANCORP $3.02万0.00%500 500— $3.02万 新建仓
SMLF ISHARES TR $3.01万0.00%338 338— $3.01万 新建仓
VTIP VANGUARD MALVERN FDS $2.98万0.00%593 593— $2.98万 新建仓
FOXY SIMPLIFY EXCHANGE TRADED FUN $2.95万0.00%990 990— $2.95万 新建仓
VYM VANGUARD WHITEHALL FDS $2.94万0.00%186 186— $2.94万 新建仓
HE HAWAIIAN ELEC INDS INC MTN B $2.90万0.00%2,145 2,145— $2.90万 新建仓
GMAR FIRST TR EXCHNG TRADED FD VI $2.88万0.00%650 650— $2.88万 新建仓
LALT FIRST TR EXCHNG TRADED FD VI $2.84万0.00%1,183 1,183— $2.84万 新建仓
BBJP J P MORGAN EXCHANGE TRADED F $2.83万0.00%375 375— $2.83万 新建仓
SBAR SIMPLIFY EXCHANGE TRADED FUN $2.82万0.00%1,102 1,102— $2.82万 新建仓
VFLO VICTORY PORTFOLIOS II $2.80万0.00%613 613— $2.80万 新建仓
DTE DTE ENERGY CO $2.79万0.00%183 183— $2.79万 新建仓
GWX SPDR INDEX SHS FDS $2.78万0.00%635 635— $2.78万 新建仓
WELL WELLTOWER INC $2.73万0.00%120 120— $2.73万 新建仓
NTRA NATERA INC $2.69万0.00%99 99— $2.69万 新建仓
EBND SPDR SERIES TRUST $2.68万0.00%1,279 1,279— $2.68万 新建仓
HEQT SIMPLIFY EXCHANGE TRADED FUN $2.67万0.00%796 796— $2.67万 新建仓
FE FIRSTENERGY CORP $2.65万0.00%557 557— $2.65万 新建仓
EIX EDISON INTL $2.64万0.00%355 355— $2.64万 新建仓
USXF ISHARES TR $2.62万0.00%377 377— $2.62万 新建仓
AVA AVISTA CORP $2.61万0.00%639 639— $2.61万 新建仓
IYG ISHARES TR $2.58万0.00%285 285— $2.58万 新建仓
TTEK TETRA TECH INC NEW $2.58万0.00%892 892— $2.58万 新建仓
PKG PACKAGING CORP AMER $2.57万0.00%108 108— $2.57万 新建仓
FIXD FIRST TR EXCHNG TRADED FD VI $2.56万0.00%586 586— $2.56万 新建仓
SNY SANOFI SA $2.54万0.00%595 595— $2.54万 新建仓
TREX TREX INC $2.50万0.00%500 500— $2.50万 新建仓
QDF FLEXSHARES TR $2.47万0.00%275 275— $2.47万 新建仓
IYJ ISHARES TR $2.47万0.00%148 148— $2.47万 新建仓
IVOO VANGUARD ADMIRAL FDS INC $2.47万0.00%189 189— $2.47万 新建仓
SLV ISHARES SILVER TR $2.44万0.00%457 457— $2.44万 新建仓
DE DEERE & CO $2.36万0.00%37 37— $2.36万 新建仓
POR PORTLAND GEN ELEC CO $2.34万0.00%452 452— $2.34万 新建仓
AFLG FIRST TR EXCHNG TRADED FD VI $2.34万0.00%539 539— $2.34万 新建仓
FNDF SCHWAB STRATEGIC TR $2.33万0.00%441 441— $2.33万 新建仓
PAYX PAYCHEX INC $2.30万0.00%233 233— $2.30万 新建仓
FDX FEDEX CORP $2.29万0.00%73 73— $2.29万 新建仓
KNG FIRST TR EXCHANGE-TRADED FD $2.27万0.00%450 450— $2.27万 新建仓
BKNG BOOKING HOLDINGS INC $2.23万0.00%125 125— $2.23万 新建仓
DVA DAVITA INC $2.22万0.00%100 100— $2.22万 新建仓
MDT MEDTRONIC PLC $2.22万0.00%284 284— $2.22万 新建仓
REGL PROSHARES TR $2.22万0.00%242 242— $2.22万 新建仓
C CITIGROUP INC $2.20万0.00%157 157— $2.20万 新建仓
EMGF ISHARES INC $2.19万0.00%299 299— $2.19万 新建仓
ASML ASML HLDG NV $2.19万0.00%11 11— $2.19万 新建仓
FSK FS KKR CAP CORP $2.18万0.00%2,076 2,076— $2.18万 新建仓
IGEB ISHARES TR $2.17万0.00%482 482— $2.17万 新建仓
EW EDWARDS LIFESCIENCES CORP $2.17万0.00%240 240— $2.17万 新建仓
IDXX IDEXX LABS INC $2.16万0.00%41 41— $2.16万 新建仓
NKE NIKE INC $2.13万0.00%520 520— $2.13万 新建仓
VIG VANGUARD SPECIALIZED FUNDS $2.13万0.00%90 90— $2.13万 新建仓
GM GENERAL MTRS CO $2.13万0.00%276 276— $2.13万 新建仓
AVDV AMERICAN CENTY ETF TR $2.11万0.00%205 205— $2.11万 新建仓
SCHO SCHWAB STRATEGIC TR $2.11万0.00%875 875— $2.11万 新建仓
TMAT NORTHERN LTS FD TR IV $2.09万0.00%664 664— $2.09万 新建仓
VNQ VANGUARD INDEX FDS $2.08万0.00%216 216— $2.08万 新建仓
— VENU HLDG CORP $2.08万0.00%9,145 9,145— $2.08万 新建仓
D DOMINION ENERGY INC $2.06万0.00%302 302— $2.06万 新建仓
IGF ISHARES TR $2.06万0.00%309 309— $2.06万 新建仓
BTI BRITISH AMERN TOB PLC $2.06万0.00%333 333— $2.06万 新建仓
ZION ZIONS BANCORPORATION NATL AS $2.05万0.00%297 297— $2.05万 新建仓
TTE TOTALENERGIES SE $2.02万0.00%260 260— $2.02万 新建仓
ESGE ISHARES INC $2.00万0.00%366 366— $2.00万 新建仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $2.00万0.00%80 80— $2.00万 新建仓
TFC TRUIST FINL CORP $1.97万0.00%395 395— $1.97万 新建仓
UL UNILEVER PLC $1.96万0.00%326 326— $1.96万 新建仓
VRSK VERISK ANALYTICS INC $1.94万0.00%108 108— $1.94万 新建仓
BLK BLACKROCK INC $1.93万0.00%20 20— $1.93万 新建仓
SCHA SCHWAB STRATEGIC TR $1.92万0.00%531 531— $1.92万 新建仓
HYS PIMCO ETF TR $1.91万0.00%204 204— $1.91万 新建仓
SUSB ISHARES TR $1.89万0.00%758 758— $1.89万 新建仓
AAON AAON INC $1.88万0.00%148 148— $1.88万 新建仓
EXR EXTRA SPACE STORAGE INC $1.88万0.00%129 129— $1.88万 新建仓
IOT SAMSARA INC $1.86万0.00%574 574— $1.86万 新建仓
EMHC SPDR SERIES TRUST $1.84万0.00%723 723— $1.84万 新建仓
VCIT VANGUARD SCOTTSDALE FDS $1.82万0.00%221 221— $1.82万 新建仓
AMCR AMCOR PLC $1.81万0.00%417 417— $1.81万 新建仓
VOX VANGUARD WORLD FD $1.80万0.00%98 98— $1.80万 新建仓
RWO SPDR INDEX SHS FDS $1.79万0.00%361 361— $1.79万 新建仓
NXPI NXP SEMICONDUCTORS N V $1.79万0.00%64 64— $1.79万 新建仓
NGG NATIONAL GRID PLC $1.76万0.00%212 212— $1.76万 新建仓
SRLN SSGA ACTIVE ETF TR $1.75万0.00%434 434— $1.75万 新建仓
HII HUNTINGTON INGALLS INDS INC $1.75万0.00%62 62— $1.75万 新建仓
IYK ISHARES TR $1.72万0.00%237 237— $1.72万 新建仓
— SIMPLIFY EXCHANGE TRADED FUN $1.72万0.00%1,071 1,071— $1.72万 新建仓
LNG CHENIERE ENERGY INC $1.72万0.00%72 72— $1.72万 新建仓
PRFZ INVESCO EXCHANGE TRADED FD T $1.71万0.00%307 307— $1.71万 新建仓
PFG PRINCIPAL FINANCIAL GROUP IN $1.70万0.00%158 158— $1.70万 新建仓