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 |
|---|---|---|---|---|---|---|---|---|
| MSA | MSA SAFETY INC | $49.25万 | 0.15% | 2,821 | 447 | 18.8% | $7.80万 | 加仓 |
| GLD | SPDR GOLD TR | $49.18万 | 0.15% | 1,335 | -12 | -0.9% | -$4,421 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $49.02万 | 0.15% | 20,000 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $48.11万 | 0.14% | 5,250 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $47.82万 | 0.14% | 1,275 | 40 | 3.2% | $1.50万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $47.71万 | 0.14% | 1,642 | -140 | -7.9% | -$4.07万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $47.40万 | 0.14% | 6,960 | 6,960 | — | $47.40万 | 新建仓 |
| STT | STATE STR CORP | $46.10万 | 0.14% | 2,718 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $45.06万 | 0.14% | 5,660 | 5,660 | — | $45.06万 | 新建仓 |
| DXCM | DEXCOM INC | $44.48万 | 0.13% | 6,605 | 6,605 | — | $44.48万 | 新建仓 |
| — | ALPHABET INC | $44.21万 | 0.13% | 8,790 | 8,790 | — | $44.21万 | 新建仓 |
| SOLV | SOLVENTUM CORP | $44.07万 | 0.13% | 5,712 | 5,712 | — | $44.07万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $43.94万 | 0.13% | 1,127 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $42.98万 | 0.13% | 1,559 | 1,559 | — | $42.98万 | 新建仓 |
| IWP | ISHARES TR | $42.75万 | 0.13% | 2,920 | 0 | 0.0% | — | 不变 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $42.27万 | 0.13% | 26,625 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $42.11万 | 0.13% | 26,735 | 26,735 | — | $42.11万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $42.07万 | 0.13% | 555 | -431 | -43.7% | -$32.67万 | 减仓 |
| WMB | WILLIAMS COS INC | $42.04万 | 0.13% | 5,655 | -100 | -1.7% | -$7,434 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $41.32万 | 0.12% | 7,082 | 7,082 | — | $41.32万 | 新建仓 |
| GTLB | GITLAB INC | $41.26万 | 0.12% | 13,515 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $40.87万 | 0.12% | 7,695 | -1,125 | -12.8% | -$5.97万 | 减仓 |
| MOD | MODINE MFG CO | $40.85万 | 0.12% | 1,530 | -925 | -37.7% | -$24.70万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $40.75万 | 0.12% | 3,645 | 3,645 | — | $40.75万 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $40.66万 | 0.12% | 1,452 | -60 | -4.0% | -$1.68万 | 减仓 |
| PWR | QUANTA SVCS INC | $40.25万 | 0.12% | 559 | -530 | -48.7% | -$38.16万 | 减仓 |
| DT | DYNATRACE INC | $40.11万 | 0.12% | 9,135 | 9,135 | — | $40.11万 | 新建仓 |
| KFY | KORN FERRY | $40.01万 | 0.12% | 6,010 | 6,010 | — | $40.01万 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $39.86万 | 0.12% | 1,514 | 1,514 | — | $39.86万 | 新建仓 |
| SRE | SEMPRA | $38.70万 | 0.12% | 4,145 | 4,145 | — | $38.70万 | 新建仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $38.42万 | 0.12% | 4,405 | 585 | 15.3% | $5.10万 | 加仓 |
| LOW | LOWES COS INC | $38.23万 | 0.12% | 1,734 | 0 | 0.0% | — | 不变 |
| KFRC | KFORCE INC | $37.86万 | 0.11% | 8,070 | 8,070 | — | $37.86万 | 新建仓 |
| URI | UNITED RENTALS INC | $37.84万 | 0.11% | 334 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $37.72万 | 0.11% | 1,200 | -400 | -25.0% | -$12.57万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $37.60万 | 0.11% | 1,879 | 262 | 16.2% | $5.24万 | 加仓 |
| V | VISA INC | $36.88万 | 0.11% | 1,075 | 51 | 5.0% | $1.75万 | 加仓 |
| LUCK | LUCKY STRIKE ENTERTAINMENT C | $36.42万 | 0.11% | 48,692 | -167,738 | -77.5% | -$125.47万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $35.30万 | 0.11% | 3,945 | 3,945 | — | $35.30万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $35.19万 | 0.11% | 1,450 | -409 | -22.0% | -$9.93万 | 减仓 |
| IAU | ISHARES GOLD TR | $35.01万 | 0.11% | 4,636 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $34.28万 | 0.10% | 2,532 | -3,005 | -54.3% | -$40.69万 | 减仓 |
| AGX | ARGAN INC | $34.10万 | 0.10% | 427 | 0 | 0.0% | — | 不变 |
| JHX | JAMES HARDIE INDS PLC | $33.31万 | 0.10% | 12,725 | 12,725 | — | $33.31万 | 新建仓 |
| SBUX | STARBUCKS CORP | $33.18万 | 0.10% | 3,247 | -800 | -19.8% | -$8.18万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $32.85万 | 0.10% | 3,843 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $32.59万 | 0.10% | 4,290 | 250 | 6.2% | $1.90万 | 重新持有 |
| FCX | FREEPORT MCMORAN INC | $32.39万 | 0.10% | 5,151 | 5,151 | — | $32.39万 | 新建仓 |
| AVGO | BROADCOM INC | $32.34万 | 0.10% | 856 | 144 | 20.2% | $5.44万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $32.19万 | 0.10% | 944 | 944 | — | $32.19万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $31.68万 | 0.10% | 4,008 | 0 | 0.0% | — | 不变 |
| EXP | EAGLE MATLS INC | $31.25万 | 0.09% | 1,389 | 30 | 2.2% | $6,750 | 加仓 |
| XOP | SPDR SERIES TRUST | $30.85万 | 0.09% | 2,000 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $30.47万 | 0.09% | 1,430 | -2,812 | -66.3% | -$59.92万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $30.09万 | 0.09% | 3,465 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $30.07万 | 0.09% | 3,100 | -705 | -18.5% | -$6.84万 | 减仓 |
| EFA | ISHARES TR | $29.65万 | 0.09% | 2,854 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $28.99万 | 0.09% | 1,749 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $28.83万 | 0.09% | 1,770 | -2,315 | -56.7% | -$37.71万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $27.30万 | 0.08% | 4,574 | 502 | 12.3% | $3.00万 | 加仓 |
| AMAT | APPLIED MATLS INC | $27.11万 | 0.08% | 375 | 375 | — | $27.11万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $26.83万 | 0.08% | 1,494 | 0 | 0.0% | — | 不变 |
| VSEC | VSE CORP | $26.73万 | 0.08% | 1,170 | -3,245 | -73.5% | -$74.15万 | 减仓 |
| DVY | ISHARES TR | $26.43万 | 0.08% | 1,691 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $26.34万 | 0.08% | 21,300 | 21,300 | — | $26.34万 | 新建仓 |
| — | NUVEEN NY AMT FREE | $25.13万 | 0.08% | 23,300 | 0 | 0.0% | — | 不变 |
| — | GMO ETF TRUST | $25.10万 | 0.08% | 5,000 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $24.15万 | 0.07% | 3,347 | 3,347 | — | $24.15万 | 新建仓 |
| ISTB | ISHARES TR | $24.12万 | 0.07% | 5,000 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $22.99万 | 0.07% | 1,013 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $22.65万 | 0.07% | 900 | 0 | 0.0% | — | 重新持有 |
| UTWO | RBB FD INC | $22.54万 | 0.07% | 4,700 | 0 | 0.0% | — | 不变 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $22.38万 | 0.07% | 20,235 | 20,235 | — | $22.38万 | 新建仓 |
| IWN | ISHARES TR | $22.12万 | 0.07% | 1,000 | 1,000 | — | $22.12万 | 新建仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $22.02万 | 0.07% | 1,930 | 1,930 | — | $22.02万 | 新建仓 |
| — | MESOBLAST LTD | $21.65万 | 0.07% | 16,000 | 0 | 0.0% | — | 不变 |
| NYF | ISHARES TR | $21.56万 | 0.06% | 4,000 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $21.56万 | 0.06% | 5,200 | -400 | -7.1% | -$1.66万 | 减仓 |
| IJR | ISHARES TR | $21.33万 | 0.06% | 1,438 | 1,438 | — | $21.33万 | 新建仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $20.75万 | 0.06% | 3,550 | 3,550 | — | $20.75万 | 新建仓 |
| NUE | NUCOR CORP | $20.66万 | 0.06% | 925 | 925 | — | $20.66万 | 新建仓 |
| IEMG | ISHARES INC | $20.64万 | 0.06% | 2,492 | 2,492 | — | $20.64万 | 新建仓 |
| — | UNIFI INC | $20.63万 | 0.06% | 43,436 | 0 | 0.0% | — | 不变 |
| DJP | BARCLAYS BANK PLC | $20.11万 | 0.06% | 4,600 | 0 | 0.0% | — | 不变 |
| JBS | JBS N.V. | $18.11万 | 0.05% | 15,280 | 3,850 | 33.7% | $4.56万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $17.81万 | 0.05% | 11,215 | 0 | 0.0% | — | 不变 |
| — | NUVEEN N Y MUN VALUE FD | $13.15万 | 0.04% | 15,000 | 0 | 0.0% | — | 不变 |
| — | NUVEEN NEW JERSEY | $0 | 0.00% | 0 | -110,450 | -100.0% | -$136.72万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -2,171 | -100.0% | -$69.59万 | 清仓 |
| DTH | WISDOMTREE TR | $0 | 0.00% | 0 | -11,404 | -100.0% | -$61.68万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -3,249 | -100.0% | -$54.95万 | 清仓 |
| FLS | FLOWSERVE CORP | $0 | 0.00% | 0 | -6,995 | -100.0% | -$51.57万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -5,955 | -100.0% | -$45.01万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -5,495 | -100.0% | -$39.11万 | 清仓 |
| AMTM | AMENTUM HOLDINGS INC | $0 | 0.00% | 0 | -14,624 | -100.0% | -$38.14万 | 清仓 |
| HURN | HURON CONSULTING GROUP INC | $0 | 0.00% | 0 | -2,980 | -100.0% | -$37.99万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -3,300 | -100.0% | -$37.95万 | 清仓 |
| AIZ | ASSURANT INC | $0 | 0.00% | 0 | -1,602 | -100.0% | -$34.89万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -2,024 | -100.0% | -$34.52万 | 清仓 |
| PLMR | PALOMAR HLDGS INC | $0 | 0.00% | 0 | -2,870 | -100.0% | -$34.30万 | 清仓 |