Bear Mountain Capital, Inc.
SEATTLE WA · SEC CIK 0002009419
$3.45亿2026Q2 申报市值
213持仓数
79.8%前十大占比 · 第一大 15.7%
24 / 9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
SUB 加仓+$249.38万
VO 加仓+$104.56万
SCZ 加仓+$84.28万
VOO 加仓+$53.35万
VGSH 加仓+$50.16万
2026Q2 卖出最多 按季末市值估算
BKNG 减仓-$146.88万
VTEB 减仓-$22.61万
VCSH 减仓-$19.41万
MUB 减仓-$16.04万
IYF 清仓-$15.10万
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 |
|---|---|---|---|---|---|---|---|---|
| GE | GE AEROSPACE COM NEW | $6,018 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA INC DEL COM | $5,592 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| OMER | OMEROS CORP COM | $5,093 | 0.00% | 485 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $4,805 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT | $4,728 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO COM | $4,588 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $4,572 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $4,288 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $4,267 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECHS INC COM NEW | $4,073 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| URG | UR-ENERGY INC COM | $4,020 | 0.00% | 3,000 | 3,000 | — | $4,020 | 新建仓 |
| QTUM | DEFIANCE QUANTUM ETF | $3,803 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| F | FORD MOTOR COMPANY | $3,711 | 0.00% | 266 | 13 | 5.1% | $181 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $3,643 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $3,514 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3,073 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC CL A | $3,018 | 0.00% | 253 | 16 | 6.8% | $191 | 加仓 |
| ED | CONSOLIDATED EDISON INC COM | $2,799 | 0.00% | 25 | 25 | — | $2,799 | 新建仓 |
| S | SENTINELONE INC CL A | $2,792 | 0.00% | 140 | 10 | 7.7% | $199 | 加仓 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $2,624 | 0.00% | 138 | 16 | 13.1% | $304 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $2,208 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ALOY | REALLOYS INC COM | $2,154 | 0.00% | 200 | 200 | — | $2,154 | 新建仓 |
| EQIX | EQUINIX INC COM | $2,047 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | BOEING CO DEP CONV PFD A | $1,961 | 0.00% | 29 | 2 | 7.4% | $135 | 加仓 |
| DIS | DISNEY WALT CO COM | $1,947 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM | $1,932 | 0.00% | 41 | 10 | 32.3% | $471 | 加仓 |
| RC | READY CAPITAL CORP COM | $1,780 | 0.00% | 1,092 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $1,642 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC COM | $1,415 | 0.00% | 456 | 45 | 10.9% | $140 | 加仓 |
| BCI | ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | $1,392 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC CL A | $1,379 | 0.00% | 151 | 19 | 14.4% | $174 | 加仓 |
| PRCH | PORCH GROUP INC COM | $1,375 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PCOR | PROCORE TECHNOLOGIES INC COM | $1,323 | 0.00% | 31 | 3 | 10.7% | $128 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $1,287 | 0.00% | 40 | 40 | — | $1,287 | 新建仓 |
| SYM | SYMBOTIC INC CLASS A COM | $1,265 | 0.00% | 29 | 4 | 16.0% | $174 | 加仓 |
| BUG | GLOBAL X CYBERSECURITY ETF | $1,260 | 0.00% | 30 | 30 | — | $1,260 | 新建仓 |
| NKE | NIKE INC CLASS B | $1,200 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $1,165 | 0.00% | 55 | 1 | 1.9% | $21 | 加仓 |
| HACK | AMPLIFY CYBERSECURITY ETF | $1,143 | 0.00% | 10 | 10 | — | $1,143 | 新建仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $1,140 | 0.00% | 33 | 33 | — | $1,140 | 新建仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $1,102 | 0.00% | 6 | 6 | — | $1,102 | 新建仓 |
| PICK | ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF | $958 | 0.00% | 16 | 16 | — | $958 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $838 | 0.00% | 30 | 5 | 20.0% | $140 | 加仓 |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | $835 | 0.00% | 8 | 8 | — | $835 | 新建仓 |
| DHR | DANAHER CORP | $803 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $791 | 0.00% | 10 | 10 | — | $791 | 新建仓 |
| NEE | NEXTERA ENERGY INC COM | $716 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO COM | $713 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $696 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $666 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | ALPS ELECTRIFICATION INFRASTRUCTURE ETF | $639 | 0.00% | 15 | 15 | — | $639 | 新建仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $633 | 0.00% | 9 | -748 | -98.8% | -$5.26万 | 减仓 |
| MRK | MERCK & CO INC COM | $604 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INC CL A | $599 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $584 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $577 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $557 | 0.00% | 5 | 5 | — | $557 | 新建仓 |
| PFE | PFIZER INC COM | $552 | 0.00% | 23 | 1 | 4.5% | $24 | 加仓 |
| W | WAYFAIR INC CL A | $532 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP COM | $510 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| NE | NOBLE CORP PLC ORD SHS A | $500 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | ALPS CLEAN ENERGY ETF | $498 | 0.00% | 15 | 15 | — | $498 | 新建仓 |
| DNLI | DENALI THERAPEUTICS INC COM | $494 | 0.00% | 22 | 22 | — | $494 | 新建仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $474 | 0.00% | 5 | 5 | — | $474 | 新建仓 |
| HP | HELMERICH & PAYNE INC COM | $472 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| GAP | GAP INC COM | $463 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $457 | 0.00% | 10 | 10 | — | $457 | 新建仓 |
| IMNM | IMMUNOME INC COM | $452 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC DEL CMN | $428 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP | $425 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $422 | 0.00% | 8 | 8 | — | $422 | 新建仓 |
| WFRD | WEATHERFORD INTL PLC ORD SHS | $410 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | GRABAGUN DIGITAL HLDGS INC COMMON STOCK | $401 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | VANECK COPPER AND ELECTRIFICATION METALS ETF | $394 | 0.00% | 10 | 10 | — | $394 | 新建仓 |
| GOOGL | GOOGLE INC | $360 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BCO | BRINKS CO COM | $327 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NUKZ | RANGE NUCLEAR RENAISSANCE INDEX ETF | $324 | 0.00% | 5 | 5 | — | $324 | 新建仓 |
| CVS | CVS HEALTH CORP COM | $319 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | ISHARES MSCI AGRICULTURE PRODUCERS ETF | $310 | 0.00% | 7 | 7 | — | $310 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $308 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $303 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF | $294 | 0.00% | 20 | 20 | — | $294 | 新建仓 |
| USRT | ISHARES CORE U.S. REIT ETF | $269 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP COM | $267 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $260 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC COM | $247 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $237 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $235 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC COM SHS | $232 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $223 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $204 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $203 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| MRCY | MERCURY SYS INC COM | $201 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VET | VERMILION ENERGY INC COM | $177 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD SHORT TERM INFL-PROTECTED | $149 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| XOVR | ERSHARES PRIVATE-PUBLIC CROSSOVER ETF | $142 | 0.00% | 7 | 7 | — | $142 | 新建仓 |
| VISN | VISTANCE NETWORKS INC COM | $122 | 0.00% | 10 | 5 | 100.0% | $61 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $104 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ABEV | AMBEV SA SPONSORED ADR | $99 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $93 | 0.00% | 2 | 0 | 0.0% | — | 不变 |