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 |
|---|---|---|---|---|---|---|---|---|
| CNP | CENTERPOINT ENERGY INC | $28.37万 | 0.13% | 6,439 | 309 | 5.0% | $1.36万 | 加仓 |
| WMT | WALMART INC | $27.65万 | 0.12% | 2,440 | 227 | 10.3% | $2.57万 | 加仓 |
| NI | NISOURCE INC | $27.49万 | 0.12% | 5,779 | 286 | 5.2% | $1.36万 | 加仓 |
| IWF | ISHARES TR | $27.06万 | 0.12% | 2,179 | 3 | 0.1% | $373 | 加仓 |
| ENB | ENBRIDGE INC | $26.69万 | 0.12% | 4,924 | -863 | -14.9% | -$4.68万 | 减仓 |
| GEV | GE VERNOVA INC | $25.39万 | 0.11% | 216 | 216 | — | $25.39万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $24.52万 | 0.11% | 213 | 213 | — | $24.52万 | 新建仓 |
| GLW | CORNING INC | $23.95万 | 0.11% | 938 | 938 | — | $23.95万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $23.92万 | 0.11% | 2,644 | 49 | 1.9% | $4,433 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $23.45万 | 0.11% | 1,917 | -176 | -8.4% | -$2.15万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $22.83万 | 0.10% | 2,516 | -1,809 | -41.8% | -$16.41万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $22.46万 | 0.10% | 7,435 | -1,913 | -20.5% | -$5.78万 | 减仓 |
| SO | SOUTHERN CO | $22.11万 | 0.10% | 2,310 | 217 | 10.4% | $2.08万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $22.02万 | 0.10% | 3,051 | 3,051 | — | $22.02万 | 新建仓 |
| HON | HONEYWELL INTL INC | $21.96万 | 0.10% | 981 | -911 | -48.2% | -$20.40万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $21.69万 | 0.10% | 981 | 981 | — | $21.69万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $21.56万 | 0.10% | 12,427 | 6 | 0.0% | $104 | 加仓 |
| IEF | ISHARES TR | $21.36万 | 0.10% | 2,259 | 22 | 1.0% | $2,081 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $20.64万 | 0.09% | 411 | 32 | 8.4% | $1.61万 | 重新持有 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $20.42万 | 0.09% | 10,411 | -3,231 | -23.7% | -$6.34万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $20.27万 | 0.09% | 2,762 | -78,334 | -96.6% | -$574.89万 | 减仓 |
| COP | CONOCOPHILLIPS | $20.26万 | 0.09% | 1,949 | 111 | 6.0% | $1.15万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $20.07万 | 0.09% | 1,327 | -19 | -1.4% | -$2,874 | 减仓 |
| TLH | ISHARES TR | $20.07万 | 0.09% | 2,000 | 2,000 | — | $20.07万 | 新建仓 |
| — | INVESCO DB MULTI-SECTOR COMM | $18.58万 | 0.08% | 10,525 | 10,525 | — | $18.58万 | 新建仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $8.58万 | 0.04% | 10,892 | 0 | 0.0% | — | 不变 |
| 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 |