BXM Wealth LLC
Englewood CO · SEC CIK 0002052379
$1.84亿2026Q2 申报市值
163持仓数
39.9%前十大占比 · 第一大 13.5%
36 / 8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
QQQ 加仓+$354.28万
GRNY 加仓+$287.60万
VOO 加仓+$257.97万
AVGO 加仓+$144.71万
NVDA 加仓+$116.25万
2026Q2 卖出最多 按季末市值估算
VGT 重新持有-$427.25万
KO 重新持有-$298.37万
TQQQ 减仓-$261.09万
UPRO 减仓-$233.03万
JQUA 重新持有-$167.11万
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 |
|---|---|---|---|---|---|---|---|---|
| SPLV | INVESCO EXCH TRADED FD TR II | $42.85万 | 0.23% | 5,721 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $41.19万 | 0.22% | 2,544 | 500 | 24.5% | $8.10万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $40.96万 | 0.22% | 5,845 | 5,845 | — | $40.96万 | 新建仓 |
| PWR | QUANTA SVCS INC | $39.53万 | 0.22% | 549 | 29 | 5.6% | $2.09万 | 加仓 |
| MRK | MERCK & CO INC | $39.49万 | 0.21% | 3,073 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $39.11万 | 0.21% | 2,570 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $38.70万 | 0.21% | 2,278 | 294 | 14.8% | $4.99万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $38.23万 | 0.21% | 7,765 | 7,765 | — | $38.23万 | 新建仓 |
| MTB | M & T BK CORP | $38.08万 | 0.21% | 1,600 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $37.65万 | 0.20% | 739 | 265 | 55.9% | $13.50万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $37.41万 | 0.20% | 1,963 | -40 | -2.0% | -$7,622 | 减仓 |
| SHOP | SHOPIFY INC | $37.17万 | 0.20% | 3,255 | 1,065 | 48.6% | $12.16万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $37.15万 | 0.20% | 7,041 | 7,041 | — | $37.15万 | 新建仓 |
| SCHY | SCHWAB STRATEGIC TR | $36.90万 | 0.20% | 11,630 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $35.24万 | 0.19% | 8,881 | 8,881 | — | $35.24万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $34.74万 | 0.19% | 12,541 | 12,541 | — | $34.74万 | 新建仓 |
| WFC | WELLS FARGO & CO | $33.86万 | 0.18% | 4,097 | 773 | 23.3% | $6.39万 | 加仓 |
| ADI | ANALOG DEVICES INC | $33.76万 | 0.18% | 850 | 0 | 0.0% | — | 不变 |
| UPRO | PROSHARES TR | $33.52万 | 0.18% | 2,364 | -16,435 | -87.4% | -$233.03万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $33.12万 | 0.18% | 5,875 | 5,875 | — | $33.12万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $32.93万 | 0.18% | 658 | 0 | 0.0% | — | 不变 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $32.92万 | 0.18% | 15,137 | 3,140 | 26.2% | $6.83万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $32.67万 | 0.18% | 323 | 26 | 8.8% | $2.63万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $32.59万 | 0.18% | 427 | 427 | — | $32.59万 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $32.37万 | 0.18% | 8,505 | 8,505 | — | $32.37万 | 新建仓 |
| IWM | ISHARES TR | $31.81万 | 0.17% | 1,059 | 45 | 4.4% | $1.35万 | 加仓 |
| CLOI | VANECK ETF TRUST | $31.32万 | 0.17% | 5,915 | 950 | 19.1% | $5.03万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $30.83万 | 0.17% | 5,350 | 5,350 | — | $30.83万 | 新建仓 |
| MO | ALTRIA GROUP INC | $30.35万 | 0.17% | 4,218 | 4,218 | — | $30.35万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $29.80万 | 0.16% | 4,825 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $29.61万 | 0.16% | 3,076 | -5 | -0.2% | -$481 | 减仓 |
| KO | COCA COLA CO | $29.47万 | 0.16% | 3,627 | -36,717 | -91.0% | -$298.37万 | 重新持有 |
| TDI | TOUCHSTONE ETF TRUST | $29.43万 | 0.16% | 6,550 | 6,550 | — | $29.43万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $29.37万 | 0.16% | 3,525 | 150 | 4.4% | $1.25万 | 加仓 |
| GWW | WW GRAINGER INC | $29.25万 | 0.16% | 215 | 215 | — | $29.25万 | 新建仓 |
| MCD | MCDONALDS CORP | $29.13万 | 0.16% | 1,078 | 161 | 17.6% | $4.35万 | 加仓 |
| BAC | BANK OF AMER CORP | $29.00万 | 0.16% | 5,090 | 5,090 | — | $29.00万 | 新建仓 |
| — | FIDELITY COVINGTON TRUST | $26.75万 | 0.15% | 5,355 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $26.01万 | 0.14% | 2,176 | -35,747 | -94.3% | -$427.25万 | 重新持有 |
| UFOX | ETF SER SOLUTIONS | $25.95万 | 0.14% | 2,730 | 2,730 | — | $25.95万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $25.74万 | 0.14% | 2,837 | -207 | -6.8% | -$1.88万 | 减仓 |
| FCRS | FUTURECREST ACQUISITION CORP | $25.53万 | 0.14% | 24,788 | -100 | -0.4% | -$1,030 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $24.95万 | 0.14% | 4,952 | 4,952 | — | $24.95万 | 新建仓 |
| MDB | MONGODB INC | $24.35万 | 0.13% | 725 | 0 | 0.0% | — | 重新持有 |
| NRG | NRG ENERGY INC | $24.28万 | 0.13% | 1,662 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $23.69万 | 0.13% | 1,499 | 1,499 | — | $23.69万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $23.55万 | 0.13% | 1,107 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $23.34万 | 0.13% | 580 | 580 | — | $23.34万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $22.34万 | 0.12% | 6,183 | 6,183 | — | $22.34万 | 新建仓 |
| PSX | PHILLIPS 66 | $21.98万 | 0.12% | 1,300 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $21.82万 | 0.12% | 8,578 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $21.53万 | 0.12% | 2,250 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $21.22万 | 0.12% | 5,852 | 5,852 | — | $21.22万 | 新建仓 |
| FDRR | FIDELITY COVINGTON TRUST | $20.76万 | 0.11% | 3,200 | 3,200 | — | $20.76万 | 新建仓 |
| DOV | DOVER CORP | $20.75万 | 0.11% | 925 | 925 | — | $20.75万 | 新建仓 |
| BKLC | BNY MELLON ETF TRUST | $20.15万 | 0.11% | 1,405 | 1,405 | — | $20.15万 | 新建仓 |
| — | VANECK ETF TRUST | $20.01万 | 0.11% | 5,250 | 5,250 | — | $20.01万 | 新建仓 |
| — | ETFIS SER TR I | $19.61万 | 0.11% | 11,270 | 11,270 | — | $19.61万 | 新建仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $18.00万 | 0.10% | 13,520 | 2,730 | 25.3% | $3.63万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $12.96万 | 0.07% | 14,815 | 14,815 | — | $12.96万 | 新建仓 |
| — | CION INVT CORP | $6.35万 | 0.03% | 10,190 | 10,190 | — | $6.35万 | 新建仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $4.62万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| — | EIGHTCO HOLDINGS INC | $8,937 | 0.00% | 12,850 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $0 | 0.00% | 0 | -9,022 | -100.0% | -$37.04万 | 清仓 |
| PPH | VANECK ETF TRUST | $0 | 0.00% | 0 | -3,120 | -100.0% | -$32.41万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -3,090 | -100.0% | -$29.71万 | 清仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $0 | 0.00% | 0 | -2,750 | -100.0% | -$27.07万 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -2,556 | -100.0% | -$27.03万 | 清仓 |
| CAVA | CAVA GROUP INC | $0 | 0.00% | 0 | -2,830 | -100.0% | -$22.89万 | 清仓 |
| — | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -8,690 | -100.0% | -$21.35万 | 清仓 |
| — | SANGAMO THERAPEUTICS INC | $0 | 0.00% | 0 | -12,350 | -100.0% | -$3,049 | 清仓 |