BankPlus Wealth Management LLC
JACKSON MS · SEC CIK 0002051117
$2.22亿2026Q2 申报市值
126持仓数
57.5%前十大占比 · 第一大 27.7%
11 / 3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
VCRB 新建仓+$805.83万
IQLT 加仓+$91.23万
IVV 加仓+$85.33万
JCPB 加仓+$73.02万
RDVY 加仓+$56.54万
2026Q2 卖出最多 按季末市值估算
BND 减仓-$574.89万
BKAG 清仓-$171.00万
BSCQ 清仓-$52.28万
CRM 清仓-$50.50万
LRCX 减仓-$23.05万
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 |
|---|---|---|---|---|---|---|---|---|
| BKAG | BNY MELLON ETF TRUST | $0 | 0.00% | 0 | -40,522 | -100.0% | -$171.00万 | 清仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -26,770 | -100.0% | -$52.28万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -2,704 | -100.0% | -$50.50万 | 清仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $8.58万 | 0.04% | 10,892 | 0 | 0.0% | — | 不变 |
| — | INVESCO DB MULTI-SECTOR COMM | $18.58万 | 0.08% | 10,525 | 10,525 | — | $18.58万 | 新建仓 |
| TLH | ISHARES TR | $20.07万 | 0.09% | 2,000 | 2,000 | — | $20.07万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $20.07万 | 0.09% | 1,327 | -19 | -1.4% | -$2,874 | 减仓 |
| COP | CONOCOPHILLIPS | $20.26万 | 0.09% | 1,949 | 111 | 6.0% | $1.15万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $20.27万 | 0.09% | 2,762 | -78,334 | -96.6% | -$574.89万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $20.42万 | 0.09% | 10,411 | -3,231 | -23.7% | -$6.34万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $20.64万 | 0.09% | 411 | 32 | 8.4% | $1.61万 | 重新持有 |
| IEF | ISHARES TR | $21.36万 | 0.10% | 2,259 | 22 | 1.0% | $2,081 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $21.56万 | 0.10% | 12,427 | 6 | 0.0% | $104 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $21.69万 | 0.10% | 981 | 981 | — | $21.69万 | 新建仓 |
| HON | HONEYWELL INTL INC | $21.96万 | 0.10% | 981 | -911 | -48.2% | -$20.40万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $22.02万 | 0.10% | 3,051 | 3,051 | — | $22.02万 | 新建仓 |
| SO | SOUTHERN CO | $22.11万 | 0.10% | 2,310 | 217 | 10.4% | $2.08万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $22.46万 | 0.10% | 7,435 | -1,913 | -20.5% | -$5.78万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $22.83万 | 0.10% | 2,516 | -1,809 | -41.8% | -$16.41万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $23.45万 | 0.11% | 1,917 | -176 | -8.4% | -$2.15万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $23.92万 | 0.11% | 2,644 | 49 | 1.9% | $4,433 | 加仓 |
| GLW | CORNING INC | $23.95万 | 0.11% | 938 | 938 | — | $23.95万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $24.52万 | 0.11% | 213 | 213 | — | $24.52万 | 新建仓 |
| GEV | GE VERNOVA INC | $25.39万 | 0.11% | 216 | 216 | — | $25.39万 | 新建仓 |
| ENB | ENBRIDGE INC | $26.69万 | 0.12% | 4,924 | -863 | -14.9% | -$4.68万 | 减仓 |
| IWF | ISHARES TR | $27.06万 | 0.12% | 2,179 | 3 | 0.1% | $373 | 加仓 |
| NI | NISOURCE INC | $27.49万 | 0.12% | 5,779 | 286 | 5.2% | $1.36万 | 加仓 |
| WMT | WALMART INC | $27.65万 | 0.12% | 2,440 | 227 | 10.3% | $2.57万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $28.37万 | 0.13% | 6,439 | 309 | 5.0% | $1.36万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $29.45万 | 0.13% | 212 | -67 | -24.0% | -$9.31万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $29.64万 | 0.13% | 1,167 | 2 | 0.2% | $508 | 加仓 |
| DHR | DANAHER CORP DEL | $30.89万 | 0.14% | 1,621 | -33 | -2.0% | -$6,288 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $31.40万 | 0.14% | 2,908 | 234 | 8.8% | $2.53万 | 加仓 |
| APH | AMPHENOL CORP | $31.43万 | 0.14% | 1,782 | 90 | 5.3% | $1.59万 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $31.57万 | 0.14% | 8,201 | 347 | 4.4% | $1.34万 | 加仓 |
| WM | WASTE MGMT INC DEL | $32.18万 | 0.14% | 1,444 | 74 | 5.4% | $1.65万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $32.88万 | 0.15% | 662 | 51 | 8.3% | $2.53万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $34.13万 | 0.15% | 1,685 | 47 | 2.9% | $9,519 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $34.35万 | 0.15% | 1,223 | 9 | 0.7% | $2,528 | 加仓 |
| SYY | SYSCO CORP | $36.56万 | 0.16% | 4,375 | 134 | 3.2% | $1.12万 | 加仓 |
| SHYG | ISHARES TR | $37.50万 | 0.17% | 8,843 | 105 | 1.2% | $4,453 | 加仓 |
| PLD | PROLOGIS INC. | $37.64万 | 0.17% | 2,777 | 101 | 3.8% | $1.37万 | 加仓 |
| MUB | ISHARES TR | $37.87万 | 0.17% | 3,519 | 29 | 0.8% | $3,121 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $38.29万 | 0.17% | 1,554 | 1,554 | — | $38.29万 | 新建仓 |
| TMUS | T-MOBILE US INC | $39.14万 | 0.18% | 2,333 | 160 | 7.4% | $2.68万 | 加仓 |
| TSLA | TESLA INC | $39.33万 | 0.18% | 935 | -11 | -1.2% | -$4,627 | 减仓 |
| TEM | TEMPUS AI INC | $39.97万 | 0.18% | 6,900 | 6,900 | — | $39.97万 | 新建仓 |
| BLK | BLACKROCK INC | $40.36万 | 0.18% | 419 | 66 | 18.7% | $6.36万 | 加仓 |
| OKE | ONEOK INC NEW | $40.62万 | 0.18% | 4,673 | 37 | 0.8% | $3,216 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $41.83万 | 0.19% | 7,258 | 225 | 3.2% | $1.30万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $43.24万 | 0.19% | 23,335 | 802 | 3.6% | $1.49万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $43.28万 | 0.19% | 8,694 | 8,694 | — | $43.28万 | 新建仓 |
| TRMK | TRUSTMARK CORP | $44.17万 | 0.20% | 9,601 | -341 | -3.4% | -$1.57万 | 减仓 |
| TFC | TRUIST FINL CORP | $44.71万 | 0.20% | 8,974 | 306 | 3.5% | $1.52万 | 加仓 |
| BX | BLACKSTONE INC | $45.33万 | 0.20% | 3,854 | 233 | 6.4% | $2.74万 | 加仓 |
| IGSB | ISHARES TR | $46.95万 | 0.21% | 8,959 | 56 | 0.6% | $2,935 | 加仓 |
| SGOV | ISHARES TR | $47.85万 | 0.22% | 4,753 | 42 | 0.9% | $4,228 | 加仓 |
| KO | COCA COLA CO | $49.03万 | 0.22% | 6,032 | 73 | 1.2% | $5,934 | 加仓 |
| MLI | MUELLER INDS INC | $50.12万 | 0.23% | 4,075 | -62 | -1.5% | -$7,626 | 减仓 |
| COWZ | PACER FDS TR | $50.76万 | 0.23% | 8,161 | -318 | -3.8% | -$1.98万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $51.11万 | 0.23% | 2,845 | 33 | 1.2% | $5,928 | 加仓 |
| META | META PLATFORMS INC | $53.18万 | 0.24% | 943 | 205 | 27.8% | $11.56万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $53.39万 | 0.24% | 6,083 | 148 | 2.5% | $1.30万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $53.49万 | 0.24% | 1,069 | 199 | 22.9% | $9.96万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $53.72万 | 0.24% | 704 | 156 | 28.5% | $11.90万 | 加仓 |
| MS | MORGAN STANLEY | $54.21万 | 0.24% | 2,593 | 89 | 3.6% | $1.86万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $54.59万 | 0.25% | 2,574 | 50 | 2.0% | $1.06万 | 加仓 |
| DIS | DISNEY WALT CO | $58.60万 | 0.26% | 6,088 | 121 | 2.0% | $1.16万 | 加仓 |
| DE | DEERE & CO | $60.24万 | 0.27% | 948 | 6 | 0.6% | $3,813 | 加仓 |
| LOW | LOWES COS INC | $61.51万 | 0.28% | 2,790 | 117 | 4.4% | $2.58万 | 加仓 |
| TJX | TJX COS INC NEW | $62.53万 | 0.28% | 4,128 | 171 | 4.3% | $2.59万 | 加仓 |
| ASML | ASML HLDG NV | $62.67万 | 0.28% | 315 | 27 | 9.4% | $5.37万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $63.58万 | 0.29% | 1,246 | 49 | 4.1% | $2.50万 | 加仓 |
| CVX | CHEVRON CORPORATION | $64.84万 | 0.29% | 3,911 | 1,079 | 38.1% | $17.89万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $65.52万 | 0.29% | 700 | 18 | 2.6% | $1.68万 | 加仓 |
| FAST | FASTENAL CO | $65.86万 | 0.30% | 13,714 | 399 | 3.0% | $1.92万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $66.24万 | 0.30% | 2,885 | 28 | 1.0% | $6,429 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $66.66万 | 0.30% | 2,292 | 118 | 5.4% | $3.43万 | 加仓 |
| HD | HOME DEPOT INC | $72.05万 | 0.32% | 2,041 | 47 | 2.4% | $1.66万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $73.54万 | 0.33% | 3,283 | 120 | 3.8% | $2.69万 | 加仓 |
| — | EXXON MOBIL CORP | $74.94万 | 0.34% | 5,481 | 144 | 2.7% | $1.97万 | 加仓 |
| GRMN | GARMIN LTD | $75.55万 | 0.34% | 3,179 | 116 | 3.8% | $2.76万 | 加仓 |
| QQQ | INVESCO QQQ TR | $81.11万 | 0.37% | 1,102 | -9 | -0.8% | -$6,624 | 减仓 |
| VLO | VALERO ENERGY CORP | $81.98万 | 0.37% | 3,146 | -36 | -1.1% | -$9,381 | 减仓 |
| PULS | PGIM ETF TR | $83.13万 | 0.37% | 16,776 | -2,728 | -14.0% | -$13.52万 | 减仓 |
| PGR | PROGRESSIVE CORP | $83.39万 | 0.38% | 3,816 | 77 | 2.1% | $1.68万 | 加仓 |
| NFLT | ETFIS SER TR I | $86.50万 | 0.39% | 37,692 | -409 | -1.1% | -$9,387 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $87.68万 | 0.39% | 866 | 39 | 4.7% | $3.95万 | 加仓 |
| CSCO | CISCO SYS INC | $89.06万 | 0.40% | 7,582 | 119 | 1.6% | $1.40万 | 加仓 |
| GOOGL | ALPHABET INC | $91.62万 | 0.41% | 2,563 | 17 | 0.7% | $6,077 | 加仓 |
| RTX | RTX CORPORATION | $93.67万 | 0.42% | 4,935 | 216 | 4.6% | $4.10万 | 加仓 |
| AMGN | AMGEN INC | $95.64万 | 0.43% | 2,638 | 314 | 13.5% | $11.38万 | 加仓 |
| C | CITIGROUP INC | $100.13万 | 0.45% | 7,149 | 992 | 16.1% | $13.89万 | 加仓 |
| TXN | TEXAS INSTRS INC | $110.92万 | 0.50% | 3,721 | -12 | -0.3% | -$3,577 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $111.70万 | 0.50% | 3,276 | -34 | -1.0% | -$1.16万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $113.44万 | 0.51% | 7,738 | -390 | -4.8% | -$5.72万 | 减仓 |
| ABBV | ABBVIE INC | $119.56万 | 0.54% | 4,751 | 118 | 2.5% | $2.97万 | 加仓 |
| CAT | CATERPILLAR INC | $121.20万 | 0.55% | 1,138 | -25 | -2.1% | -$2.66万 | 减仓 |
| GWW | WW GRAINGER INC | $122.28万 | 0.55% | 898 | 6 | 0.7% | $8,170 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $124.80万 | 0.56% | 2,613 | 70 | 2.8% | $3.34万 | 加仓 |