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 |
|---|---|---|---|---|---|---|---|---|
| BSCR | INVESCO EXCH TRD SLF IDX FD | $26.77万 | 0.14% | 13,642 | 13,642 | — | $26.77万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $26.46万 | 0.14% | 6,130 | 6,130 | — | $26.46万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $26.13万 | 0.14% | 2,674 | 191 | 7.7% | $1.87万 | 加仓 |
| NI | NISOURCE INC | $25.63万 | 0.13% | 5,493 | 5,493 | — | $25.63万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $24.41万 | 0.13% | 9,348 | -1,982 | -17.5% | -$5.18万 | 减仓 |
| COP | CONOCOPHILLIPS | $24.25万 | 0.13% | 1,838 | 1,838 | — | $24.25万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $23.89万 | 0.12% | 1,214 | 8 | 0.7% | $1,574 | 加仓 |
| IWF | ISHARES TR | $23.22万 | 0.12% | 544 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $22.52万 | 0.12% | 2,093 | 7 | 0.3% | $753 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $21.39万 | 0.11% | 548 | 70 | 14.6% | $2.73万 | 加仓 |
| APH | AMPHENOL CORP | $21.38万 | 0.11% | 1,692 | 1,692 | — | $21.38万 | 新建仓 |
| IEF | ISHARES TR | $21.35万 | 0.11% | 2,237 | 14 | 0.6% | $1,336 | 加仓 |
| BDX | BECTON DICKINSON & CO | $21.18万 | 0.11% | 1,346 | 17 | 1.3% | $2,675 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $20.78万 | 0.11% | 2,595 | 174 | 7.2% | $1.39万 | 加仓 |
| SO | SOUTHERN CO | $20.20万 | 0.10% | 2,093 | -410 | -16.4% | -$3.96万 | 重新持有 |
| RIVN | RIVIAN AUTOMOTIVE INC | $18.69万 | 0.10% | 12,421 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $8.21万 | 0.04% | 10,892 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -2,293 | -100.0% | -$61.51万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -713 | -100.0% | -$47.36万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -18,450 | -100.0% | -$45.93万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,876 | -100.0% | -$27.42万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -724 | -100.0% | -$25.34万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | HIGHLAND GLOBAL ALLOCATION F | $0 | 0.00% | 0 | -16,000 | -100.0% | -$14.61万 | 清仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $0 | 0.00% | 0 | -20,000 | -100.0% | -$12.60万 | 清仓 |
| — | MFS GOVT MKTS INCOME TR | $0 | 0.00% | 0 | -15,415 | -100.0% | -$4.66万 | 清仓 |