Bawa N Mallick Trust
FOREST HILLS NY · SEC CIK 0002040013
$2.44亿2026Q1 申报市值
69持仓数
66.5%前十大占比 · 第一大 28.6%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
本季没有买入
2026Q1 卖出最多 按季末市值估算
IUSG 减仓-$205.06万
IVV 减仓-$198.77万
QQQ 减仓-$58.24万
FDN 减仓-$46.81万
SMH 减仓-$46.70万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $6,984.65万 | 28.61% | 107,400 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $3,847.95万 | 15.76% | 66,668 | -1,009 | -1.5% | -$58.24万 | 减仓 |
| IWF | ISHARES TR | $833.61万 | 3.41% | 19,550 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $824.67万 | 3.38% | 13,801 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $769.94万 | 3.15% | 24,000 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $751.19万 | 3.08% | 11,500 | -3,043 | -20.9% | -$198.77万 | 减仓 |
| IUSG | ISHARES TR | $573.60万 | 2.35% | 36,980 | -13,220 | -26.3% | -$205.06万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $556.91万 | 2.28% | 12,750 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $552.87万 | 2.26% | 18,500 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $532.60万 | 2.18% | 212,190 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $490.95万 | 2.01% | 90,000 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $489.55万 | 2.01% | 50,000 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $404.33万 | 1.66% | 11,004 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $368.23万 | 1.51% | 46,000 | -5,001 | -9.8% | -$40.03万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $365.11万 | 1.50% | 43,000 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $313.72万 | 1.28% | 32,857 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $310.29万 | 1.27% | 106,520 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $290.03万 | 1.19% | 64,080 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $271.53万 | 1.11% | 105,900 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $264.06万 | 1.08% | 33,400 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $228.48万 | 0.94% | 20,200 | 0 | 0.0% | — | 不变 |
| SCHK | SCHWAB STRATEGIC TR | $218.62万 | 0.90% | 69,780 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $212.51万 | 0.87% | 5,960 | 0 | 0.0% | — | 不变 |
| PTF | INVESCO EXCHANGE TRADED FD T | $207.18万 | 0.85% | 24,000 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $199.07万 | 0.82% | 8,000 | -1,008 | -11.2% | -$25.08万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $188.76万 | 0.77% | 20,000 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $165.42万 | 0.68% | 6,999 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $158.43万 | 0.65% | 21,070 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $146.50万 | 0.60% | 11,023 | -2,800 | -20.3% | -$37.21万 | 减仓 |
| IYW | ISHARES TR | $145.14万 | 0.59% | 8,000 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $142.76万 | 0.58% | 6,100 | -2,000 | -24.7% | -$46.81万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $139.33万 | 0.57% | 3,418 | -1,006 | -22.7% | -$41.01万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $138.17万 | 0.57% | 8,697 | 0 | 0.0% | — | 不变 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $126.97万 | 0.52% | 10,000 | -2,004 | -16.7% | -$25.45万 | 减仓 |
| ITOT | ISHARES TR | $122.49万 | 0.50% | 8,600 | -3,077 | -26.4% | -$43.83万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $115.15万 | 0.47% | 6,000 | -1,517 | -20.2% | -$29.11万 | 减仓 |
| MLRG | ISHARES TR | $111.43万 | 0.46% | 12,400 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $106.66万 | 0.44% | 9,000 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $106.37万 | 0.44% | 11,000 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $95.91万 | 0.39% | 3,250 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $95.85万 | 0.39% | 2,500 | -1,218 | -32.8% | -$46.70万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $93.80万 | 0.38% | 2,025 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $91.11万 | 0.37% | 5,750 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $87.20万 | 0.36% | 5,000 | 0 | 0.0% | — | 不变 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $87.10万 | 0.36% | 15,000 | 0 | 0.0% | — | 不变 |
| SFY | TIDAL TRUST I | $82.63万 | 0.34% | 6,620 | 0 | 0.0% | — | 不变 |
| XSD | SPDR SERIES TRUST | $81.53万 | 0.33% | 2,500 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $79.98万 | 0.33% | 8,000 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $77.38万 | 0.32% | 2,500 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $69.77万 | 0.29% | 1,000 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $66.76万 | 0.27% | 2,099 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $65.73万 | 0.27% | 2,000 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $62.41万 | 0.26% | 3,000 | 0 | 0.0% | — | 不变 |
| XSW | SPDR SERIES TRUST | $59.19万 | 0.24% | 4,160 | 0 | 0.0% | — | 不变 |
| RPG | INVESCO EXCHANGE TRADED FD T | $46.74万 | 0.19% | 10,000 | 0 | 0.0% | — | 不变 |
| IETC | ISHARES U S ETF TR | $44.19万 | 0.18% | 5,000 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $43.91万 | 0.18% | 1,750 | 0 | 0.0% | — | 不变 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $31.76万 | 0.13% | 2,000 | 0 | 0.0% | — | 不变 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $30.83万 | 0.13% | 2,000 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $28.75万 | 0.12% | 600 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $26.91万 | 0.11% | 2,500 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $26.42万 | 0.11% | 200 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $25.95万 | 0.11% | 700 | 0 | 0.0% | — | 不变 |
| XNTK | SPDR SERIES TRUST | $25.53万 | 0.10% | 1,000 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $25.23万 | 0.10% | 2,300 | 0 | 0.0% | — | 不变 |
| PSCT | INVESCO EXCH TRADED FD TR II | $24.03万 | 0.10% | 4,000 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $22.96万 | 0.09% | 3,000 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $20.91万 | 0.09% | 1,090 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $20.58万 | 0.08% | 1,000 | 0 | 0.0% | — | 不变 |
| PWB | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SKYY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BANK MONTREAL MEDIUM | $0 | 0.00% | 0 | — | — | — | 申报中断 |