Buck Wealth Strategies, LLC
DENVER CO · SEC CIK 0001973259
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $9,872.36万 | 10.33% | 131,827 | 7,789 | 6.3% | $583.31万 | 加仓 |
| BOND | PIMCO ETF TR | $6,008.00万 | 6.28% | 651,556 | 23,143 | 3.7% | $213.40万 | 加仓 |
| AGG | ISHARES TR | $4,174.29万 | 4.37% | 421,730 | 14,975 | 3.7% | $148.22万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $3,037.81万 | 3.18% | 255,300 | 6,974 | 2.8% | $82.98万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,715.76万 | 2.84% | 381,159 | 3,847 | 1.0% | $27.41万 | 加仓 |
| DGRO | ISHARES TR | $2,472.59万 | 2.59% | 326,243 | 52,506 | 19.2% | $397.94万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2,310.69万 | 2.42% | 286,793 | 3,777 | 1.3% | $30.43万 | 加仓 |
| AAPL | APPLE INC | $2,232.36万 | 2.33% | 77,148 | 345 | 0.4% | $9.98万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,940.69万 | 2.03% | 59,289 | 3,389 | 6.1% | $110.93万 | 加仓 |
| AMZN | AMAZON COM INC | $1,908.30万 | 2.00% | 80,066 | 1,663 | 2.1% | $39.64万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,857.68万 | 1.94% | 49,801 | 4,070 | 8.9% | $151.82万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $1,853.43万 | 1.94% | 379,297 | -1,107 | -0.3% | -$5.41万 | 减仓 |
| GOOGL | ALPHABET INC | $1,805.44万 | 1.89% | 50,520 | -6,875 | -12.0% | -$245.69万 | 减仓 |
| XONE | BONDBLOXX ETF TRUST | $1,560.97万 | 1.63% | 316,178 | -1,782 | -0.6% | -$8.80万 | 减仓 |
| V | VISA INC | $1,466.90万 | 1.53% | 42,756 | 5,875 | 15.9% | $201.56万 | 加仓 |
| MRK | MERCK & CO INC | $1,454.96万 | 1.52% | 113,226 | 3,103 | 2.8% | $39.87万 | 加仓 |
| KO | COCA COLA CO | $1,449.91万 | 1.52% | 178,406 | 3,323 | 1.9% | $27.01万 | 加仓 |
| AMGN | AMGEN INC | $1,447.32万 | 1.51% | 39,968 | 1,815 | 4.8% | $65.72万 | 加仓 |
| WM | WASTE MGMT INC DEL | $1,390.64万 | 1.45% | 62,394 | 5,287 | 9.3% | $117.84万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,384.16万 | 1.45% | 94,392 | 11,943 | 14.5% | $175.13万 | 加仓 |
| IJR | ISHARES TR | $1,380.34万 | 1.44% | 93,071 | 10,427 | 12.6% | $154.64万 | 加仓 |
| WMT | WALMART INC | $1,373.32万 | 1.44% | 121,253 | 8,454 | 7.5% | $95.75万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,351.30万 | 1.41% | 267,213 | 10,501 | 4.1% | $53.10万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1,307.28万 | 1.37% | 25,660 | 2,060 | 8.7% | $104.95万 | 加仓 |
| GLDM | WORLD GOLD TR | $1,263.89万 | 1.32% | 159,140 | 3,127 | 2.0% | $24.83万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,252.65万 | 1.31% | 12,386 | 451 | 3.8% | $45.61万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $1,235.95万 | 1.29% | 286,233 | 22,714 | 8.6% | $98.08万 | 加仓 |
| HPQ | HP INC | $1,206.82万 | 1.26% | 550,056 | -129,169 | -19.0% | -$283.40万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,201.08万 | 1.26% | 124,477 | 869 | 0.7% | $8.38万 | 加仓 |
| MINT | PIMCO ETF TR | $1,181.13万 | 1.24% | 117,164 | -1,115 | -0.9% | -$11.24万 | 减仓 |
| KR | KROGER CO | $1,178.84万 | 1.23% | 212,288 | 27,487 | 14.9% | $152.64万 | 加仓 |
| ALL | ALLSTATE CORP | $1,163.33万 | 1.22% | 48,892 | 932 | 1.9% | $22.18万 | 加仓 |
| TIP | ISHARES TR | $1,146.13万 | 1.20% | 104,737 | 3,899 | 3.9% | $42.67万 | 加仓 |
| INTU | INTUIT | $1,125.94万 | 1.18% | 43,139 | 15,213 | 54.5% | $397.06万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,112.17万 | 1.16% | 15,103 | 9,579 | 173.4% | $705.39万 | 加仓 |
| JSI | JANUS DETROIT STR TR | $1,030.55万 | 1.08% | 201,240 | 4,766 | 2.4% | $24.41万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $970.93万 | 1.02% | 395,492 | 61,518 | 18.4% | $151.03万 | 加仓 |
| LAZ | LAZARD INC | $844.20万 | 0.88% | 201,288 | 12,185 | 6.4% | $51.10万 | 加仓 |
| PVH | PVH CORPORATION | $814.20万 | 0.85% | 109,642 | -41,916 | -27.7% | -$311.27万 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $780.26万 | 0.82% | 301,726 | 301,726 | — | $780.26万 | 新建仓 |
| CALM | CAL MAINE FOODS INC | $689.51万 | 0.72% | 85,590 | 13,175 | 18.2% | $106.14万 | 加仓 |
| VNT | VONTIER CORPORATION | $686.92万 | 0.72% | 236,867 | 236,867 | — | $686.92万 | 新建仓 |
| SRE | SEMPRA | $677.08万 | 0.71% | 73,032 | 1,888 | 2.7% | $17.50万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $665.89万 | 0.70% | 157,273 | -138,081 | -46.8% | -$584.63万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $625.22万 | 0.65% | 113,305 | 113,305 | — | $625.22万 | 新建仓 |
| G | GENPACT LIMITED | $591.93万 | 0.62% | 215,246 | 215,246 | — | $591.93万 | 新建仓 |
| AVIG | AMERICAN CENTY ETF TR | $548.27万 | 0.57% | 132,400 | 1,725 | 1.3% | $7.14万 | 加仓 |
| SGOV | ISHARES TR | $534.84万 | 0.56% | 53,128 | -654 | -1.2% | -$6.58万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $341.79万 | 0.36% | 7,922 | -2,034 | -20.4% | -$87.75万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $311.64万 | 0.33% | 8,422 | 7,276 | 634.9% | $269.24万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $303.88万 | 0.32% | 15,187 | 1,112 | 7.9% | $22.25万 | 加仓 |
| MUNI | PIMCO ETF TR | $301.92万 | 0.32% | 57,399 | 25,791 | 81.6% | $135.66万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $294.82万 | 0.31% | 117,130 | 52,641 | 81.6% | $132.50万 | 加仓 |
| IJH | ISHARES TR | $294.24万 | 0.31% | 38,158 | 38,158 | — | $294.24万 | 新建仓 |
| IWM | ISHARES TR | $285.39万 | 0.30% | 9,499 | 6,886 | 263.5% | $206.88万 | 加仓 |
| META | META PLATFORMS INC | $270.67万 | 0.28% | 4,805 | 1,173 | 32.3% | $66.08万 | 加仓 |
| CAT | CATERPILLAR INC | $248.09万 | 0.26% | 2,330 | 92 | 4.1% | $9.80万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $239.91万 | 0.25% | 45,173 | 37,192 | 466.0% | $197.53万 | 加仓 |
| FTNT | FORTINET INC | $235.36万 | 0.25% | 15,321 | -608 | -3.8% | -$9.34万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $230.56万 | 0.24% | 39,615 | 39,615 | — | $230.56万 | 新建仓 |
| GL | GLOBE LIFE INC | $222.32万 | 0.23% | 12,443 | 2,824 | 29.4% | $50.46万 | 加仓 |
| EXEL | EXELIXIS INC | $221.29万 | 0.23% | 40,671 | 3,339 | 8.9% | $18.17万 | 加仓 |
| GOOG | ALPHABET INC | $218.81万 | 0.23% | 6,193 | 1,043 | 20.3% | $36.85万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $208.08万 | 0.22% | 8,635 | 511 | 6.3% | $12.31万 | 加仓 |
| CLS | CELESTICA INC | $205.42万 | 0.21% | 5,631 | 1,202 | 27.1% | $43.85万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $204.49万 | 0.21% | 28,339 | 10,027 | 54.8% | $72.35万 | 加仓 |
| NUE | NUCOR CORP | $200.91万 | 0.21% | 9,019 | 696 | 8.4% | $15.50万 | 加仓 |
| F | FORD MTR CO | $190.31万 | 0.20% | 136,910 | 34,695 | 33.9% | $48.23万 | 加仓 |
| IYM | ISHARES TR | $189.62万 | 0.20% | 10,562 | 5,701 | 117.3% | $102.35万 | 加仓 |
| IEF | ISHARES TR | $183.20万 | 0.19% | 19,372 | 1,205 | 6.6% | $11.40万 | 加仓 |
| IEMG | ISHARES INC | $172.27万 | 0.18% | 20,796 | 17,476 | 526.4% | $144.77万 | 重新持有 |
| HYG | ISHARES TR | $167.32万 | 0.17% | 20,923 | -1,082 | -4.9% | -$8.65万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $163.59万 | 0.17% | 154,769 | 84,230 | 119.4% | $89.03万 | 加仓 |
| LQD | ISHARES TR | $162.04万 | 0.17% | 14,856 | 161 | 1.1% | $1.76万 | 加仓 |
| MELI | MERCADOLIBRE INC | $158.54万 | 0.17% | 934 | 464 | 98.7% | $78.76万 | 加仓 |
| MBB | ISHARES TR | $156.76万 | 0.16% | 16,585 | -1,266 | -7.1% | -$11.97万 | 减仓 |
| IEFA | ISHARES TR | $148.28万 | 0.16% | 15,353 | 12,915 | 529.7% | $124.74万 | 重新持有 |
| SPY | STATE STR SPDR S&P 500 ETF T | $137.88万 | 0.14% | 1,846 | -1,260 | -40.6% | -$94.11万 | 减仓 |
| EEM | ISHARES TR | $136.03万 | 0.14% | 19,885 | -2,491 | -11.1% | -$17.04万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $131.78万 | 0.14% | 15,298 | -2,054 | -11.8% | -$17.69万 | 减仓 |
| IJS | ISHARES TR | $129.99万 | 0.14% | 9,510 | -1,115 | -10.5% | -$15.24万 | 减仓 |
| IJK | ISHARES TR | $127.96万 | 0.13% | 10,890 | 10,890 | — | $127.96万 | 新建仓 |
| MUB | ISHARES TR | $127.78万 | 0.13% | 11,873 | 5,001 | 72.8% | $53.82万 | 加仓 |
| VDE | VANGUARD WORLD FD | $126.88万 | 0.13% | 8,451 | 8,451 | — | $126.88万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $125.31万 | 0.13% | 1,825 | 1,440 | 374.0% | $98.88万 | 加仓 |
| TSLA | TESLA INC | $123.36万 | 0.13% | 2,933 | 58 | 2.0% | $2.44万 | 加仓 |
| PYLD | PIMCO ETF TR | $123.08万 | 0.13% | 46,410 | 3,652 | 8.5% | $9.69万 | 加仓 |
| TAXX | BONDBLOXX ETF TRUST | $115.62万 | 0.12% | 22,786 | 10,193 | 80.9% | $51.72万 | 加仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $114.17万 | 0.12% | 22,233 | -59 | -0.3% | -$3,030 | 减仓 |
| BIL | SPDR SERIES TRUST | $107.36万 | 0.11% | 11,716 | 9,479 | 423.7% | $86.86万 | 重新持有 |
| VTV | VANGUARD INDEX FDS | $106.73万 | 0.11% | 4,897 | -488 | -9.1% | -$10.64万 | 减仓 |
| MTUM | ISHARES TR | $101.58万 | 0.11% | 2,963 | 2,963 | — | $101.58万 | 新建仓 |
| SMH | VANECK ETF TRUST | $100.02万 | 0.10% | 1,525 | 1,525 | — | $100.02万 | 新建仓 |
| GLD | SPDR GOLD TR | $99.96万 | 0.10% | 2,713 | -294 | -9.8% | -$10.83万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $98.06万 | 0.10% | 13,358 | -276 | -2.0% | -$2.03万 | 减仓 |
| WFC | WELLS FARGO & CO | $91.21万 | 0.10% | 11,037 | -185 | -1.6% | -$1.53万 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $89.44万 | 0.09% | 17,714 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $87.57万 | 0.09% | 2,318 | -96 | -4.0% | -$3.63万 | 减仓 |
| IYZ | ISHARES TR | $83.43万 | 0.09% | 19,719 | -5,001 | -20.2% | -$21.16万 | 减仓 |
| IDU | ISHARES TR | $81.72万 | 0.09% | 7,130 | -746 | -9.5% | -$8.55万 | 重新持有 |