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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $127.49万 | 0.57% | 3,445 | 233 | 7.3% | $8.62万 | 加仓 |
| V | VISA INC | $143.11万 | 0.64% | 4,172 | 133 | 3.3% | $4.56万 | 加仓 |
| LLY | ELI LILLY & CO | $145.06万 | 0.65% | 1,208 | 18 | 1.5% | $2.16万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $153.19万 | 0.69% | 7,653 | 43 | 0.6% | $8,607 | 加仓 |
| DIAL | COLUMBIA ETF TR I | $154.25万 | 0.69% | 84,891 | 8,799 | 11.6% | $15.99万 | 加仓 |
| AMZN | AMAZON COM INC | $157.75万 | 0.71% | 6,619 | 317 | 5.0% | $7.55万 | 加仓 |
| LDUR | PIMCO ETF TR | $159.35万 | 0.72% | 16,667 | -1,463 | -8.1% | -$13.99万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $163.60万 | 0.74% | 3,776 | -532 | -12.3% | -$23.05万 | 减仓 |
| GOOG | ALPHABET INC | $186.18万 | 0.84% | 5,271 | 91 | 1.8% | $3.21万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $220.61万 | 0.99% | 61,046 | 7,542 | 14.1% | $27.26万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $228.76万 | 1.03% | 30,511 | -396 | -1.3% | -$2.97万 | 减仓 |
| IWR | ISHARES TR | $244.76万 | 1.10% | 22,174 | -266 | -1.2% | -$2.94万 | 减仓 |
| VO | VANGUARD INDEX FDS | $252.43万 | 1.14% | 31,318 | 4,806 | 18.1% | $38.74万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $299.12万 | 1.35% | 57,765 | 8,615 | 17.5% | $44.61万 | 加仓 |
| MSFT | MICROSOFT CORP | $309.90万 | 1.39% | 8,305 | 274 | 3.4% | $10.22万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $347.39万 | 1.56% | 10,609 | -181 | -1.7% | -$5.93万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $381.12万 | 1.72% | 5,102 | -30 | -0.6% | -$2.24万 | 减仓 |
| LQD | ISHARES TR | $394.37万 | 1.77% | 36,155 | 3,637 | 11.2% | $39.67万 | 加仓 |
| EFG | ISHARES TR | $410.26万 | 1.85% | 32,969 | -723 | -2.1% | -$9.00万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $441.26万 | 1.99% | 14,547 | 1,680 | 13.1% | $50.96万 | 加仓 |
| TOTR | T ROWE PRICE EXCHANGE-TRADED | $444.26万 | 2.00% | 110,869 | 2,022 | 1.9% | $8.10万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $452.50万 | 2.04% | 55,816 | 6,974 | 14.3% | $56.54万 | 加仓 |
| IWM | ISHARES TR | $485.12万 | 2.18% | 16,143 | -317 | -1.9% | -$9.53万 | 减仓 |
| IQLT | ISHARES TR | $630.00万 | 2.84% | 127,136 | 18,411 | 16.9% | $91.23万 | 加仓 |
| AAPL | APPLE INC | $679.91万 | 3.06% | 23,495 | -15 | -0.1% | -$4,341 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $805.83万 | 3.63% | 104,339 | 104,339 | — | $805.83万 | 新建仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $946.69万 | 4.26% | 205,578 | 4,536 | 2.3% | $20.89万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,742.03万 | 7.84% | 371,116 | 15,555 | 4.4% | $73.02万 | 加仓 |
| IVV | ISHARES TR | $6,153.56万 | 27.69% | 82,143 | 1,139 | 1.4% | $85.33万 | 加仓 |