BCS Private Wealth Management, Inc.
RUMSON NJ · SEC CIK 0002044001
$3.32亿2026Q2 申报市值
187持仓数
35.7%前十大占比 · 第一大 9.3%
29 / 30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
PULS 加仓+$669.37万
LQD 加仓+$160.66万
NMZ 新建仓+$143.53万
SMG 新建仓+$47.40万
KMI 加仓+$45.14万
2026Q2 卖出最多 按季末市值估算
EAGL 减仓-$1,187.79万
GOOGL 减仓-$226.93万
MSFT 减仓-$219.45万
AAPL 减仓-$147.46万
NUVEEN NEW JERSE 清仓-$136.72万
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 |
|---|---|---|---|---|---|---|---|---|
| WM | WASTE MGMT INC DEL | $505.15万 | 1.52% | 22,665 | -1,110 | -4.7% | -$24.74万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $547.75万 | 1.65% | 10,915 | 860 | 8.6% | $43.16万 | 加仓 |
| XBI | SPDR SERIES TRUST | $584.36万 | 1.76% | 36,926 | -308 | -0.8% | -$4.87万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $587.19万 | 1.77% | 183,670 | 14,119 | 8.3% | $45.14万 | 加仓 |
| IEFA | ISHARES TR | $652.64万 | 1.97% | 67,575 | 9 | 0.0% | $869 | 加仓 |
| ITA | ISHARES TR | $681.06万 | 2.05% | 28,094 | 743 | 2.7% | $18.01万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $757.71万 | 2.28% | 11,032 | -45 | -0.4% | -$3.09万 | 减仓 |
| GOOGL | ALPHABET INC | $769.67万 | 2.32% | 21,537 | -6,350 | -22.8% | -$226.93万 | 减仓 |
| AAPL | APPLE INC | $779.10万 | 2.35% | 26,925 | -5,096 | -15.9% | -$147.46万 | 减仓 |
| IGSB | ISHARES TR | $806.34万 | 2.43% | 153,852 | 7,931 | 5.4% | $41.57万 | 加仓 |
| PULS | PGIM ETF TR | $921.42万 | 2.77% | 185,341 | 134,641 | 265.6% | $669.37万 | 加仓 |
| OSCR | OSCAR HEALTH INC | $966.50万 | 2.91% | 338,885 | -20,221 | -5.6% | -$57.67万 | 减仓 |
| MSFT | MICROSOFT CORP | $982.24万 | 2.96% | 26,332 | -5,883 | -18.3% | -$219.45万 | 减仓 |
| LQD | ISHARES TR | $1,090.39万 | 3.28% | 99,972 | 14,730 | 17.3% | $160.66万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,176.58万 | 3.54% | 35,945 | -3,092 | -7.9% | -$101.21万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,256.88万 | 3.79% | 25,118 | -784 | -3.0% | -$39.23万 | 减仓 |
| EAGL | 2023 ETF SERIES TRUST | $3,099.21万 | 9.33% | 963,385 | -369,223 | -27.7% | -$1,187.79万 | 减仓 |