BXM Wealth LLC
Englewood CO · SEC CIK 0002052379
$1.30亿2026Q1 申报市值
131持仓数
40.1%前十大占比 · 第一大 12.8%
8 / 12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
UJAN 新建仓+$234.63万
GRNJ 加仓+$42.88万
VTI 新建仓+$41.38万
CSX 新建仓+$37.04万
PPH 新建仓+$32.41万
2026Q1 卖出最多 按季末市值估算
QQQ 减仓-$1.10亿
PH 减仓-$5,580.47万
AAPL 减仓-$4,531.58万
MSFT 减仓-$4,120.52万
AVGO 减仓-$4,005.33万
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 |
|---|---|---|---|---|---|---|---|---|
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FDG | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -152,545 | -100.0% | -$1,934.96万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -28,950 | -100.0% | -$749.20万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -33,292 | -100.0% | -$351.86万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -58,517 | -100.0% | -$230.13万 | 清仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BITB | BITWISE BITCOIN ETF TR | $0 | 0.00% | 0 | -30,324 | -100.0% | -$144.22万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -16,616 | -100.0% | -$105.86万 | 清仓 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | -10,232 | -100.0% | -$101.62万 | 清仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -28,875 | -100.0% | -$50.53万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,440 | -100.0% | -$41.41万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,509 | -100.0% | -$40.49万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,824 | -100.0% | -$23.07万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$21.71万 | 清仓 |
| — | SANGAMO THERAPEUTICS INC | $3,049 | 0.00% | 12,350 | -100 | -0.8% | -$25 | 减仓 |
| — | EIGHTCO HOLDINGS INC | $1.20万 | 0.01% | 12,850 | 12,850 | — | $1.20万 | 新建仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $4.68万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $20.67万 | 0.16% | 1,256 | -7,750 | -86.1% | -$127.54万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $21.25万 | 0.16% | 1,107 | -223 | -16.8% | -$4.28万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $21.27万 | 0.16% | 8,578 | -815 | -8.7% | -$2.02万 | 减仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $21.34万 | 0.16% | 10,790 | -17,434 | -61.8% | -$34.48万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $21.35万 | 0.16% | 8,690 | -300 | -3.3% | -$7,370 | 减仓 |
| SO | SOUTHERN CO | $21.72万 | 0.17% | 2,250 | 0 | 0.0% | — | 重新持有 |
| KLAC | KLA CORP | $22.38万 | 0.17% | 152 | -273 | -64.2% | -$40.20万 | 重新持有 |
| CAVA | CAVA GROUP INC | $22.89万 | 0.18% | 2,830 | -1,810 | -39.0% | -$14.64万 | 重新持有 |
| — | FIDELITY COVINGTON TRUST | $23.05万 | 0.18% | 5,355 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $23.44万 | 0.18% | 5,960 | -7,389 | -55.4% | -$29.07万 | 减仓 |
| PSX | PHILLIPS 66 | $23.68万 | 0.18% | 1,300 | -980 | -43.0% | -$17.85万 | 减仓 |
| NRG | NRG ENERGY INC | $24.29万 | 0.19% | 1,662 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $24.36万 | 0.19% | 1,984 | 16 | 0.8% | $1,964 | 加仓 |
| BHP | BHP BILLITON LIMITED | $24.55万 | 0.19% | 3,375 | 0 | 0.0% | — | 不变 |
| FCRS | FUTURECREST ACQUISITION CORP | $25.04万 | 0.19% | 24,888 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $25.11万 | 0.19% | 830 | -31,347 | -97.4% | -$948.18万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $25.13万 | 0.19% | 297 | -13,165 | -97.8% | -$1,113.75万 | 减仓 |
| IWM | ISHARES TR | $25.14万 | 0.19% | 1,014 | -2,451 | -70.7% | -$60.77万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $25.27万 | 0.19% | 9,675 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $25.98万 | 0.20% | 2,190 | -7,934 | -78.4% | -$94.11万 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $26.02万 | 0.20% | 11,997 | 143 | 1.2% | $3,101 | 加仓 |
| CLOI | VANECK ETF TRUST | $26.17万 | 0.20% | 4,965 | 4,965 | — | $26.17万 | 新建仓 |
| WFC | WELLS FARGO & CO | $26.47万 | 0.20% | 3,324 | -224 | -6.3% | -$1.78万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $26.62万 | 0.20% | 2,003 | -196 | -8.9% | -$2.60万 | 减仓 |
| GPC | GENUINE PARTS CO | $27.03万 | 0.21% | 2,556 | -48,540 | -95.0% | -$513.31万 | 减仓 |
| ADI | ANALOG DEVICES INC | $27.04万 | 0.21% | 850 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC | $27.07万 | 0.21% | 2,750 | 2,750 | — | $27.07万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $27.98万 | 0.22% | 1,745 | -5 | -0.3% | -$802 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $28.11万 | 0.22% | 1,712 | -46,810 | -96.5% | -$768.47万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $28.21万 | 0.22% | 4,825 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $28.49万 | 0.22% | 917 | -21,298 | -95.9% | -$661.65万 | 减仓 |
| PWR | QUANTA SVCS INC | $28.55万 | 0.22% | 520 | -45 | -8.0% | -$2.47万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $28.65万 | 0.22% | 474 | -41,510 | -98.9% | -$2,508.82万 | 减仓 |
| HD | HOME DEPOT INC | $29.40万 | 0.23% | 894 | -5,158 | -85.2% | -$169.64万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $29.57万 | 0.23% | 1,180 | 1,180 | — | $29.57万 | 新建仓 |
| MMM | 3M CO | $29.68万 | 0.23% | 2,044 | -75 | -3.5% | -$1.09万 | 减仓 |
| DIS | DISNEY WALT CO | $29.69万 | 0.23% | 3,081 | -2,932 | -48.8% | -$28.26万 | 减仓 |
| NFLX | NETFLIX INC. | $29.71万 | 0.23% | 3,090 | -5,641 | -64.6% | -$54.24万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $31.25万 | 0.24% | 3,044 | -25,728 | -89.4% | -$264.15万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $31.53万 | 0.24% | 658 | -23 | -3.4% | -$1.10万 | 减仓 |
| PPH | VANECK ETF TRUST | $32.41万 | 0.25% | 3,120 | 3,120 | — | $32.41万 | 新建仓 |
| MTB | M & T BK CORP | $33.08万 | 0.25% | 1,600 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $36.36万 | 0.28% | 2,777 | -3,486 | -55.7% | -$45.65万 | 减仓 |
| V | VISA INC | $36.42万 | 0.28% | 1,205 | -31,794 | -96.3% | -$961.05万 | 减仓 |
| SMH | VANECK ETF TRUST | $36.73万 | 0.28% | 958 | -47,794 | -98.0% | -$1,832.42万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $36.82万 | 0.28% | 11,630 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $36.97万 | 0.28% | 3,073 | -4,999 | -61.9% | -$60.13万 | 减仓 |
| CSX | CSX CORP | $37.04万 | 0.29% | 9,022 | 9,022 | — | $37.04万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $37.51万 | 0.29% | 2,570 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $39.23万 | 0.30% | 2,972 | -37,044 | -92.6% | -$488.98万 | 减仓 |
| AMGN | AMGEN INC | $39.37万 | 0.30% | 1,119 | -26,121 | -95.9% | -$919.07万 | 减仓 |
| EMR | EMERSON ELEC CO | $39.97万 | 0.31% | 3,051 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $40.04万 | 0.31% | 4,900 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $41.24万 | 0.32% | 12,300 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $41.38万 | 0.32% | 1,290 | 1,290 | — | $41.38万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $41.84万 | 0.32% | 5,721 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $41.90万 | 0.32% | 468 | -62,335 | -99.3% | -$5,580.47万 | 减仓 |
| AFL | AFLAC INC | $42.48万 | 0.33% | 3,872 | 0 | 0.0% | — | 不变 |
| HYD | VANECK ETF TRUST | $43.14万 | 0.33% | 8,603 | 0 | 0.0% | — | 不变 |
| BKGI | BNY MELLON ETF TRUST | $43.98万 | 0.34% | 9,875 | 2,450 | 33.0% | $10.91万 | 加仓 |
| WMB | WILLIAMS COS INC | $44.73万 | 0.34% | 6,146 | 0 | 0.0% | — | 不变 |
| SPXL | DIREXION SHARES ETF TRUST | $46.07万 | 0.35% | 2,492 | -21,775 | -89.7% | -$402.60万 | 减仓 |
| SYK | STRYKER CORPORATION | $46.50万 | 0.36% | 1,415 | -21 | -1.5% | -$6,900 | 减仓 |
| BKDV | BNY MELLON ETF TRUST II | $46.97万 | 0.36% | 15,835 | 6,910 | 77.4% | $20.50万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $47.50万 | 0.37% | 25,000 | 0 | 0.0% | — | 不变 |
| OUSM | ALPS ETF TR | $47.85万 | 0.37% | 10,940 | 1,190 | 12.2% | $5.21万 | 加仓 |
| QCOM | QUALCOMM INC | $48.29万 | 0.37% | 3,750 | -38,460 | -91.1% | -$495.23万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $49.20万 | 0.38% | 450 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $49.71万 | 0.38% | 1,166 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $54.50万 | 0.42% | 1,466 | -5,821 | -79.9% | -$216.40万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $57.38万 | 0.44% | 12,456 | 87 | 0.7% | $4,008 | 加仓 |
| OUSA | ALPS ETF TR | $60.68万 | 0.47% | 10,900 | 900 | 9.0% | $5.01万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $65.63万 | 0.51% | 14,500 | -1,941 | -11.8% | -$8.78万 | 减仓 |
| CAT | CATERPILLAR INC | $66.17万 | 0.51% | 934 | -40,051 | -97.7% | -$2,837.45万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $66.51万 | 0.51% | 4,605 | -54,078 | -92.2% | -$781.10万 | 减仓 |
| — | VANECK ETF TRUST | $68.44万 | 0.53% | 18,390 | -805 | -4.2% | -$3.00万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $69.26万 | 0.53% | 2,661 | -19,133 | -87.8% | -$498.01万 | 减仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $69.70万 | 0.54% | 31,166 | 3,315 | 11.9% | $7.41万 | 加仓 |
| — | EXXON MOBIL CORP | $71.41万 | 0.55% | 4,209 | -124 | -2.9% | -$2.10万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $72.92万 | 0.56% | 4,985 | -8,693 | -63.6% | -$127.16万 | 减仓 |
| NVS | NOVARTIS AG | $73.93万 | 0.57% | 4,840 | -37,977 | -88.7% | -$580.06万 | 减仓 |