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 |
|---|---|---|---|---|---|---|---|---|
| EAGL | 2023 ETF SERIES TRUST | $3,099.21万 | 9.33% | 963,385 | -369,223 | -27.7% | -$1,187.79万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,256.88万 | 3.79% | 25,118 | -784 | -3.0% | -$39.23万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,176.58万 | 3.54% | 35,945 | -3,092 | -7.9% | -$101.21万 | 减仓 |
| LQD | ISHARES TR | $1,090.39万 | 3.28% | 99,972 | 14,730 | 17.3% | $160.66万 | 加仓 |
| MSFT | MICROSOFT CORP | $982.24万 | 2.96% | 26,332 | -5,883 | -18.3% | -$219.45万 | 减仓 |
| OSCR | OSCAR HEALTH INC | $966.50万 | 2.91% | 338,885 | -20,221 | -5.6% | -$57.67万 | 减仓 |
| PULS | PGIM ETF TR | $921.42万 | 2.77% | 185,341 | 134,641 | 265.6% | $669.37万 | 加仓 |
| IGSB | ISHARES TR | $806.34万 | 2.43% | 153,852 | 7,931 | 5.4% | $41.57万 | 加仓 |
| AAPL | APPLE INC | $779.10万 | 2.35% | 26,925 | -5,096 | -15.9% | -$147.46万 | 减仓 |
| GOOGL | ALPHABET INC | $769.67万 | 2.32% | 21,537 | -6,350 | -22.8% | -$226.93万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $757.71万 | 2.28% | 11,032 | -45 | -0.4% | -$3.09万 | 减仓 |
| ITA | ISHARES TR | $681.06万 | 2.05% | 28,094 | 743 | 2.7% | $18.01万 | 加仓 |
| IEFA | ISHARES TR | $652.64万 | 1.97% | 67,575 | 9 | 0.0% | $869 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $587.19万 | 1.77% | 183,670 | 14,119 | 8.3% | $45.14万 | 加仓 |
| XBI | SPDR SERIES TRUST | $584.36万 | 1.76% | 36,926 | -308 | -0.8% | -$4.87万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $547.75万 | 1.65% | 10,915 | 860 | 8.6% | $43.16万 | 加仓 |
| WM | WASTE MGMT INC DEL | $505.15万 | 1.52% | 22,665 | -1,110 | -4.7% | -$24.74万 | 减仓 |
| ECL | ECOLAB INC | $487.51万 | 1.47% | 17,452 | 135 | 0.8% | $3.77万 | 加仓 |
| NEM | NEWMONT CORP | $480.44万 | 1.45% | 51,438 | 497 | 1.0% | $4.64万 | 加仓 |
| IVV | ISHARES TR | $459.52万 | 1.38% | 6,136 | -42 | -0.7% | -$3.15万 | 减仓 |
| NTRS | NORTHERN TR CORP | $442.08万 | 1.33% | 25,314 | -42 | -0.2% | -$7,335 | 减仓 |
| NTR | NUTRIEN LTD | $438.33万 | 1.32% | 69,028 | -265 | -0.4% | -$1.68万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $403.79万 | 1.22% | 27,536 | -38 | -0.1% | -$5,572 | 减仓 |
| PPL | PPL CORP | $403.25万 | 1.21% | 110,072 | 4,828 | 4.6% | $17.69万 | 加仓 |
| UNP | UNION PAC CORP | $393.66万 | 1.19% | 14,473 | 1,262 | 9.6% | $34.33万 | 加仓 |
| GPC | GENUINE PARTS CO | $387.59万 | 1.17% | 32,559 | 2,854 | 9.6% | $33.97万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $356.45万 | 1.07% | 12,676 | -2,720 | -17.7% | -$76.49万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $343.30万 | 1.03% | 81,083 | 2,115 | 2.7% | $8.95万 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $331.71万 | 1.00% | 297,500 | -7,045 | -2.3% | -$7.86万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $329.41万 | 0.99% | 29,663 | 811 | 2.8% | $9.01万 | 加仓 |
| GDX | VANECK ETF TRUST | $311.49万 | 0.94% | 41,284 | -50 | -0.1% | -$3,773 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $310.96万 | 0.94% | 14,615 | -479 | -3.2% | -$10.19万 | 减仓 |
| MS | MORGAN STANLEY | $302.00万 | 0.91% | 14,447 | -2,334 | -13.9% | -$48.79万 | 减仓 |
| — | KRANESHARES TRUST | $301.65万 | 0.91% | 174,467 | -7,378 | -4.1% | -$12.76万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $292.59万 | 0.88% | 8,650 | -3,292 | -27.6% | -$111.35万 | 减仓 |
| QCOM | QUALCOMM INC | $292.47万 | 0.88% | 15,827 | -3,602 | -18.5% | -$66.56万 | 减仓 |
| CSCO | CISCO SYS INC | $267.70万 | 0.81% | 22,791 | -1,900 | -7.7% | -$22.32万 | 减仓 |
| CCJ | CAMECO CORP | $262.85万 | 0.79% | 25,805 | -300 | -1.1% | -$3.06万 | 减仓 |
| VB | VANGUARD INDEX FDS | $258.53万 | 0.78% | 8,529 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $222.20万 | 0.67% | 5,211 | 0 | 0.0% | — | 不变 |
| XES | SPDR SERIES TRUST | $206.23万 | 0.62% | 18,400 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $206.03万 | 0.62% | 28,065 | -310 | -1.1% | -$2.28万 | 减仓 |
| LLY | ELI LILLY & CO | $204.98万 | 0.62% | 1,709 | -429 | -20.1% | -$51.46万 | 减仓 |
| INTC | INTEL CORP | $202.97万 | 0.61% | 14,536 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $201.77万 | 0.61% | 7,416 | -2,250 | -23.3% | -$61.22万 | 减仓 |
| DHR | DANAHER CORP DEL | $198.08万 | 0.60% | 10,377 | -2,800 | -21.2% | -$53.45万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $193.79万 | 0.58% | 15,960 | -3,495 | -18.0% | -$42.44万 | 减仓 |
| VO | VANGUARD INDEX FDS | $181.02万 | 0.55% | 22,468 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $173.82万 | 0.52% | 4,800 | -950 | -16.5% | -$34.40万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $162.46万 | 0.49% | 2,170 | 32 | 1.5% | $2.40万 | 加仓 |
| CALM | CAL MAINE FOODS INC | $152.66万 | 0.46% | 18,950 | 2,725 | 16.8% | $21.95万 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $143.53万 | 0.43% | 134,954 | 134,954 | — | $143.53万 | 新建仓 |
| AMZN | AMAZON COM INC | $142.46万 | 0.43% | 5,977 | -1,926 | -24.4% | -$45.90万 | 减仓 |
| OVV | OVINTIV INC | $129.52万 | 0.39% | 24,600 | -300 | -1.2% | -$1.58万 | 减仓 |
| IJH | ISHARES TR | $129.24万 | 0.39% | 16,760 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $126.45万 | 0.38% | 16,985 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $125.20万 | 0.38% | 13,065 | -75 | -0.6% | -$7,187 | 减仓 |
| — | ZEVIA PBC | $113.97万 | 0.34% | 699,189 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $112.63万 | 0.34% | 8,898 | -793 | -8.2% | -$10.04万 | 减仓 |
| SDY | SPDR SERIES TRUST | $110.94万 | 0.33% | 7,290 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES INC | $106.35万 | 0.32% | 30,825 | -495 | -1.6% | -$1.71万 | 减仓 |
| KVUE | KENVUE INC | $102.17万 | 0.31% | 53,464 | -925 | -1.7% | -$1.77万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $96.48万 | 0.29% | 954 | 2 | 0.2% | $2,023 | 加仓 |
| GLW | CORNING INC | $95.68万 | 0.29% | 3,746 | -2,675 | -41.7% | -$68.33万 | 减仓 |
| INDA | ISHARES TR | $95.65万 | 0.29% | 19,366 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $90.48万 | 0.27% | 2,421 | -108 | -4.3% | -$4.04万 | 减仓 |
| MRK | MERCK & CO INC | $86.82万 | 0.26% | 6,712 | 25 | 0.4% | $3,234 | 加仓 |
| AGI | ALAMOS GOLD INC | $85.34万 | 0.26% | 28,127 | 2,240 | 8.7% | $6.80万 | 加仓 |
| IWD | ISHARES TR | $85.21万 | 0.26% | 3,515 | 915 | 35.2% | $22.18万 | 加仓 |
| SLV | ISHARES SILVER TR | $84.46万 | 0.25% | 15,795 | 3,500 | 28.5% | $18.71万 | 加仓 |
| BCD | ABRDN ETFS | $84.44万 | 0.25% | 24,725 | 20 | 0.1% | $683 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $82.80万 | 0.25% | 25,121 | 625 | 2.6% | $2.06万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $82.45万 | 0.25% | 10,583 | 1,514 | 16.7% | $11.80万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $79.91万 | 0.24% | 15,908 | -4,115 | -20.6% | -$20.67万 | 减仓 |
| META | META PLATFORMS INC | $77.11万 | 0.23% | 1,369 | -226 | -14.2% | -$12.73万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $77.09万 | 0.23% | 970 | -95 | -8.9% | -$7.55万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $71.43万 | 0.22% | 1,715 | 449 | 35.5% | $18.70万 | 加仓 |
| ILMN | ILLUMINA INC | $71.21万 | 0.21% | 4,050 | 0 | 0.0% | — | 不变 |
| DVYE | ISHARES INC | $70.27万 | 0.21% | 21,803 | -2,294 | -9.5% | -$7.39万 | 减仓 |
| GOOG | ALPHABET INC | $64.13万 | 0.19% | 1,815 | -300 | -14.2% | -$10.60万 | 减仓 |
| NFLX | NETFLIX INC. | $63.97万 | 0.19% | 8,960 | 2,235 | 33.2% | $15.96万 | 加仓 |
| IJS | ISHARES TR | $63.77万 | 0.19% | 4,666 | 143 | 3.2% | $1.95万 | 加仓 |
| BA | BOEING CO | $62.93万 | 0.19% | 2,907 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $62.59万 | 0.19% | 3,690 | -1,954 | -34.6% | -$33.14万 | 减仓 |
| IWM | ISHARES TR | $61.59万 | 0.19% | 2,050 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $60.38万 | 0.18% | 3,600 | -1,200 | -25.0% | -$20.13万 | 减仓 |
| CVS | CVS HEALTH CORP | $59.71万 | 0.18% | 5,772 | -580 | -9.1% | -$6.00万 | 减仓 |
| MDT | MEDTRONIC PLC | $59.05万 | 0.18% | 7,480 | -8,204 | -52.3% | -$64.76万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $58.50万 | 0.18% | 13,060 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $55.71万 | 0.17% | 5,050 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $55.48万 | 0.17% | 5,070 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $55.47万 | 0.17% | 593 | -725 | -55.0% | -$67.82万 | 减仓 |
| APG | API GROUP CORP | $55.41万 | 0.17% | 13,084 | -75 | -0.6% | -$3,176 | 减仓 |
| — | EXXON MOBIL CORP | $54.73万 | 0.16% | 4,003 | -1,315 | -24.7% | -$17.98万 | 减仓 |
| BP | BP PLC | $54.08万 | 0.16% | 14,636 | -325 | -2.2% | -$1.20万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $52.49万 | 0.16% | 5,725 | -1,725 | -23.2% | -$15.81万 | 减仓 |
| HD | HOME DEPOT INC | $52.16万 | 0.16% | 1,479 | -1,227 | -45.3% | -$43.27万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $51.50万 | 0.16% | 2,430 | 430 | 21.5% | $9.11万 | 加仓 |
| AIR | AAR CORP | $51.31万 | 0.15% | 3,590 | 200 | 5.9% | $2.86万 | 加仓 |
| KO | COCA COLA CO | $50.94万 | 0.15% | 6,227 | -100 | -1.6% | -$8,180 | 减仓 |