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 |
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC | $27.98万 | 0.22% | 1,745 | -5 | -0.3% | -$802 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $27.07万 | 0.21% | 2,750 | 2,750 | — | $27.07万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $27.04万 | 0.21% | 850 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $27.03万 | 0.21% | 2,556 | -48,540 | -95.0% | -$513.31万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $26.62万 | 0.20% | 2,003 | -196 | -8.9% | -$2.60万 | 减仓 |
| WFC | WELLS FARGO & CO | $26.47万 | 0.20% | 3,324 | -224 | -6.3% | -$1.78万 | 减仓 |
| CLOI | VANECK ETF TRUST | $26.17万 | 0.20% | 4,965 | 4,965 | — | $26.17万 | 新建仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $26.02万 | 0.20% | 11,997 | 143 | 1.2% | $3,101 | 加仓 |
| SHOP | SHOPIFY INC | $25.98万 | 0.20% | 2,190 | -7,934 | -78.4% | -$94.11万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $25.27万 | 0.19% | 9,675 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $25.14万 | 0.19% | 1,014 | -2,451 | -70.7% | -$60.77万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $25.13万 | 0.19% | 297 | -13,165 | -97.8% | -$1,113.75万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $25.11万 | 0.19% | 830 | -31,347 | -97.4% | -$948.18万 | 减仓 |
| FCRS | FUTURECREST ACQUISITION CORP | $25.04万 | 0.19% | 24,888 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $24.55万 | 0.19% | 3,375 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $24.36万 | 0.19% | 1,984 | 16 | 0.8% | $1,964 | 加仓 |
| NRG | NRG ENERGY INC | $24.29万 | 0.19% | 1,662 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $23.68万 | 0.18% | 1,300 | -980 | -43.0% | -$17.85万 | 减仓 |
| — | ALPS ETF TR | $23.44万 | 0.18% | 5,960 | -7,389 | -55.4% | -$29.07万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $23.05万 | 0.18% | 5,355 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC | $22.89万 | 0.18% | 2,830 | -1,810 | -39.0% | -$14.64万 | 重新持有 |
| KLAC | KLA CORP | $22.38万 | 0.17% | 152 | -273 | -64.2% | -$40.20万 | 重新持有 |
| SO | SOUTHERN CO | $21.72万 | 0.17% | 2,250 | 0 | 0.0% | — | 重新持有 |
| — | FIDELITY COVINGTON TRUST | $21.35万 | 0.16% | 8,690 | -300 | -3.3% | -$7,370 | 减仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $21.34万 | 0.16% | 10,790 | -17,434 | -61.8% | -$34.48万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $21.27万 | 0.16% | 8,578 | -815 | -8.7% | -$2.02万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $21.25万 | 0.16% | 1,107 | -223 | -16.8% | -$4.28万 | 减仓 |
| MS | MORGAN STANLEY | $20.67万 | 0.16% | 1,256 | -7,750 | -86.1% | -$127.54万 | 减仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $4.68万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| — | EIGHTCO HOLDINGS INC | $1.20万 | 0.01% | 12,850 | 12,850 | — | $1.20万 | 新建仓 |
| — | SANGAMO THERAPEUTICS INC | $3,049 | 0.00% | 12,350 | -100 | -0.8% | -$25 | 减仓 |
| 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 |