BankPlus Wealth Management LLC
JACKSON MS · SEC CIK 0002051117
$1.94亿2026Q1 申报市值
117持仓数
57.7%前十大占比 · 第一大 27.3%
13 / 8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
IVV 加仓+$296.50万
JCPB 加仓+$224.61万
BND 加仓+$165.58万
JPIE 加仓+$103.18万
IQLT 加仓+$94.43万
2026Q1 卖出最多 按季末市值估算
ACN 清仓-$61.51万
INTU 清仓-$47.36万
PFE 清仓-$45.93万
ENB 减仓-$45.48万
AAPL 减仓-$30.89万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $131.24万 | 0.68% | 6,302 | 1,859 | 41.8% | $38.71万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $132.71万 | 0.69% | 7,610 | -1,092 | -12.5% | -$19.04万 | 减仓 |
| DIAL | COLUMBIA ETF TR I | $137.57万 | 0.71% | 76,092 | 17,690 | 30.3% | $31.98万 | 加仓 |
| GOOG | ALPHABET INC | $148.59万 | 0.77% | 5,180 | 2,068 | 66.5% | $59.32万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $155.62万 | 0.80% | 53,504 | 7,489 | 16.3% | $21.78万 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $171.00万 | 0.88% | 40,522 | 2,043 | 5.3% | $8.62万 | 加仓 |
| LDUR | PIMCO ETF TR | $173.75万 | 0.90% | 18,130 | 3,380 | 22.9% | $32.39万 | 加仓 |
| VO | VANGUARD INDEX FDS | $190.56万 | 0.98% | 6,628 | 1,261 | 23.5% | $36.25万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $207.48万 | 1.07% | 30,907 | -83 | -0.3% | -$5,572 | 减仓 |
| IWR | ISHARES TR | $218.20万 | 1.13% | 22,440 | 1,234 | 5.8% | $12.00万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $230.60万 | 1.19% | 49,150 | 7,745 | 18.7% | $36.34万 | 加仓 |
| MSFT | MICROSOFT CORP | $297.38万 | 1.54% | 8,031 | 852 | 11.9% | $31.55万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $305.97万 | 1.58% | 12,867 | 2,099 | 19.5% | $49.91万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $317.41万 | 1.64% | 10,790 | 1,211 | 12.6% | $35.62万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $333.54万 | 1.72% | 48,842 | 7,316 | 17.6% | $49.96万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $333.78万 | 1.72% | 5,132 | -153 | -2.9% | -$9.95万 | 减仓 |
| LQD | ISHARES TR | $354.42万 | 1.83% | 32,518 | 7,465 | 29.8% | $81.36万 | 加仓 |
| EFG | ISHARES TR | $375.24万 | 1.94% | 33,692 | 1,405 | 4.4% | $15.65万 | 加仓 |
| IWM | ISHARES TR | $408.32万 | 2.11% | 16,460 | 550 | 3.5% | $13.64万 | 加仓 |
| TOTR | T ROWE PRICE ETF INC | $438.43万 | 2.27% | 108,847 | 17,216 | 18.8% | $69.34万 | 加仓 |
| IQLT | ISHARES TR | $502.65万 | 2.60% | 108,725 | 20,426 | 23.1% | $94.43万 | 加仓 |
| AAPL | APPLE INC | $596.73万 | 3.08% | 23,510 | -1,217 | -4.9% | -$30.89万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $597.25万 | 3.09% | 81,096 | 22,483 | 38.4% | $165.58万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $926.21万 | 4.79% | 201,042 | 22,396 | 12.5% | $103.18万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,674.01万 | 8.65% | 355,561 | 47,708 | 15.5% | $224.61万 | 加仓 |
| IVV | ISHARES TR | $5,292.61万 | 27.35% | 81,004 | 4,538 | 5.9% | $296.50万 | 加仓 |