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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $1,664.81万 | 12.82% | 28,844 | -191,118 | -86.9% | -$1.10亿 | 减仓 |
| AAPL | APPLE INC | $597.37万 | 4.60% | 23,538 | -178,556 | -88.4% | -$4,531.58万 | 减仓 |
| AVGO | BROADCOM INC | $460.45万 | 3.54% | 14,877 | -129,412 | -89.7% | -$4,005.33万 | 减仓 |
| GRNY | TIDAL TRUST I | $441.91万 | 3.40% | 185,134 | -187,423 | -50.3% | -$447.38万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $423.57万 | 3.26% | 7,088 | -52,336 | -88.1% | -$3,127.56万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $398.06万 | 3.06% | 129,746 | -4,952 | -3.7% | -$15.19万 | 减仓 |
| BOXX | EA SERIES TRUST | $331.31万 | 2.55% | 28,490 | -266,177 | -90.3% | -$3,095.37万 | 减仓 |
| GOOGL | ALPHABET INC | $313.49万 | 2.41% | 10,902 | -135,381 | -92.5% | -$3,892.96万 | 减仓 |
| MOAT | VANECK ETF TRUST | $289.28万 | 2.23% | 29,915 | -69,163 | -69.8% | -$668.81万 | 减仓 |
| TQQQ | PROSHARES TR | $289.00万 | 2.22% | 69,338 | -47,875 | -40.8% | -$199.54万 | 减仓 |
| IJR | ISHARES TR | $237.47万 | 1.83% | 19,103 | 2 | 0.0% | $249 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $234.63万 | 1.81% | 55,195 | 55,195 | — | $234.63万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $228.66万 | 1.76% | 5,235 | 335 | 6.8% | $14.63万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $227.75万 | 1.75% | 13,059 | -122,265 | -90.3% | -$2,132.30万 | 减仓 |
| IGM | ISHARES TR | $208.84万 | 1.61% | 17,622 | -1,475 | -7.7% | -$17.48万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $196.31万 | 1.51% | 6,674 | -51,233 | -88.5% | -$1,506.98万 | 减仓 |
| MSFT | MICROSOFT CORP | $185.13万 | 1.43% | 5,001 | -111,309 | -95.7% | -$4,120.52万 | 减仓 |
| UPRO | PROSHARES TR | $182.31万 | 1.40% | 18,799 | -182,824 | -90.7% | -$1,773.03万 | 减仓 |
| CVX | CHEVRON CORPORATION | $174.36万 | 1.34% | 8,427 | -106,540 | -92.7% | -$2,204.42万 | 减仓 |
| IDEV | ISHARES TR | $170.63万 | 1.31% | 20,418 | 6 | 0.0% | $501 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $157.26万 | 1.21% | 6,618 | 11 | 0.2% | $2,614 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $148.39万 | 1.14% | 1,489 | -7,834 | -84.0% | -$780.71万 | 减仓 |
| USMV | ISHARES TR | $140.26万 | 1.08% | 15,124 | 0 | 0.0% | — | 不变 |
| GRNJ | TIDAL TRUST III | $128.94万 | 0.99% | 51,555 | 17,145 | 49.8% | $42.88万 | 加仓 |
| AMZN | AMAZON COM INC | $126.92万 | 0.98% | 6,094 | -90,966 | -93.7% | -$1,894.55万 | 减仓 |
| — | VANECK FDS | $114.02万 | 0.88% | 35,224 | -48,602 | -58.0% | -$157.33万 | 减仓 |
| WMT | WALMART INC | $109.91万 | 0.85% | 8,844 | -78,523 | -89.9% | -$975.88万 | 减仓 |
| RTX | RTX CORPORATION | $106.35万 | 0.82% | 5,513 | -56,417 | -91.1% | -$1,088.28万 | 减仓 |
| ORCL | ORACLE CORP | $104.78万 | 0.81% | 7,122 | -76,095 | -91.4% | -$1,119.47万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $104.57万 | 0.80% | 4,278 | -67,962 | -94.1% | -$1,661.17万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $101.49万 | 0.78% | 4,187 | -49,106 | -92.1% | -$1,190.28万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $95.40万 | 0.73% | 25,840 | -49,088 | -65.5% | -$181.23万 | 减仓 |
| GCOW | PACER FDS TR | $93.47万 | 0.72% | 20,215 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $90.80万 | 0.70% | 10,300 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $90.62万 | 0.70% | 3,460 | -64,269 | -94.9% | -$1,683.33万 | 减仓 |
| IVES | WEDBUSH SER TR | $89.59万 | 0.69% | 31,580 | -69,992 | -68.9% | -$198.57万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $88.38万 | 0.68% | 16,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $86.39万 | 0.67% | 1,510 | -19,814 | -92.9% | -$1,133.66万 | 减仓 |
| CSCO | CISCO SYS INC | $85.94万 | 0.66% | 11,076 | -20,096 | -64.5% | -$155.92万 | 减仓 |
| ABBV | ABBVIE INC | $82.17万 | 0.63% | 3,778 | -3,674 | -49.3% | -$79.91万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $80.51万 | 0.62% | 2,728 | -200 | -6.8% | -$5.90万 | 减仓 |
| IVV | ISHARES TR | $79.10万 | 0.61% | 1,211 | -197 | -14.0% | -$12.87万 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $78.52万 | 0.60% | 33,881 | 2,195 | 6.9% | $5.09万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $78.45万 | 0.60% | 1,570 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $77.77万 | 0.60% | 4,006 | -43,128 | -91.5% | -$837.29万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $76.65万 | 0.59% | 2,268 | -39,485 | -94.6% | -$1,334.40万 | 减仓 |
| LOW | LOWES COS INC | $76.34万 | 0.59% | 3,231 | -30,020 | -90.3% | -$709.30万 | 减仓 |
| NVS | NOVARTIS AG | $73.93万 | 0.57% | 4,840 | -37,977 | -88.7% | -$580.06万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $72.92万 | 0.56% | 4,985 | -8,693 | -63.6% | -$127.16万 | 减仓 |
| — | EXXON MOBIL CORP | $71.41万 | 0.55% | 4,209 | -124 | -2.9% | -$2.10万 | 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 |
| ITW | ILLINOIS TOOL WKS INC | $69.26万 | 0.53% | 2,661 | -19,133 | -87.8% | -$498.01万 | 减仓 |
| — | VANECK ETF TRUST | $68.44万 | 0.53% | 18,390 | -805 | -4.2% | -$3.00万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $66.51万 | 0.51% | 4,605 | -54,078 | -92.2% | -$781.10万 | 减仓 |
| CAT | CATERPILLAR INC | $66.17万 | 0.51% | 934 | -40,051 | -97.7% | -$2,837.45万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $65.63万 | 0.51% | 14,500 | -1,941 | -11.8% | -$8.78万 | 减仓 |
| OUSA | ALPS ETF TR | $60.68万 | 0.47% | 10,900 | 900 | 9.0% | $5.01万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $57.38万 | 0.44% | 12,456 | 87 | 0.7% | $4,008 | 加仓 |
| TSLA | TESLA INC | $54.50万 | 0.42% | 1,466 | -5,821 | -79.9% | -$216.40万 | 减仓 |
| IWF | ISHARES TR | $49.71万 | 0.38% | 1,166 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $49.20万 | 0.38% | 450 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $48.29万 | 0.37% | 3,750 | -38,460 | -91.1% | -$495.23万 | 减仓 |
| OUSM | ALPS ETF TR | $47.85万 | 0.37% | 10,940 | 1,190 | 12.2% | $5.21万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $47.50万 | 0.37% | 25,000 | 0 | 0.0% | — | 不变 |
| BKDV | BNY MELLON ETF TRUST II | $46.97万 | 0.36% | 15,835 | 6,910 | 77.4% | $20.50万 | 加仓 |
| SYK | STRYKER CORPORATION | $46.50万 | 0.36% | 1,415 | -21 | -1.5% | -$6,900 | 减仓 |
| SPXL | DIREXION SHARES ETF TRUST | $46.07万 | 0.35% | 2,492 | -21,775 | -89.7% | -$402.60万 | 减仓 |
| WMB | WILLIAMS COS INC | $44.73万 | 0.34% | 6,146 | 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 |
| HYD | VANECK ETF TRUST | $43.14万 | 0.33% | 8,603 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $42.48万 | 0.33% | 3,872 | 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 |
| SPLV | INVESCO EXCH TRADED FD TR II | $41.84万 | 0.32% | 5,721 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $41.38万 | 0.32% | 1,290 | 1,290 | — | $41.38万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $41.24万 | 0.32% | 12,300 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $40.04万 | 0.31% | 4,900 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $39.97万 | 0.31% | 3,051 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $39.37万 | 0.30% | 1,119 | -26,121 | -95.9% | -$919.07万 | 减仓 |
| COP | CONOCOPHILLIPS | $39.23万 | 0.30% | 2,972 | -37,044 | -92.6% | -$488.98万 | 减仓 |
| SDY | SPDR SERIES TRUST | $37.51万 | 0.29% | 2,570 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $37.04万 | 0.29% | 9,022 | 9,022 | — | $37.04万 | 新建仓 |
| MRK | MERCK & CO INC | $36.97万 | 0.28% | 3,073 | -4,999 | -61.9% | -$60.13万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $36.82万 | 0.28% | 11,630 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $36.73万 | 0.28% | 958 | -47,794 | -98.0% | -$1,832.42万 | 减仓 |
| V | VISA INC | $36.42万 | 0.28% | 1,205 | -31,794 | -96.3% | -$961.05万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $36.36万 | 0.28% | 2,777 | -3,486 | -55.7% | -$45.65万 | 减仓 |
| MTB | M & T BK CORP | $33.08万 | 0.25% | 1,600 | 0 | 0.0% | — | 不变 |
| PPH | VANECK ETF TRUST | $32.41万 | 0.25% | 3,120 | 3,120 | — | $32.41万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $31.53万 | 0.24% | 658 | -23 | -3.4% | -$1.10万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $31.25万 | 0.24% | 3,044 | -25,728 | -89.4% | -$264.15万 | 减仓 |
| NFLX | NETFLIX INC. | $29.71万 | 0.23% | 3,090 | -5,641 | -64.6% | -$54.24万 | 减仓 |
| DIS | DISNEY WALT CO | $29.69万 | 0.23% | 3,081 | -2,932 | -48.8% | -$28.26万 | 减仓 |
| MMM | 3M CO | $29.68万 | 0.23% | 2,044 | -75 | -3.5% | -$1.09万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $29.57万 | 0.23% | 1,180 | 1,180 | — | $29.57万 | 新建仓 |
| HD | HOME DEPOT INC | $29.40万 | 0.23% | 894 | -5,158 | -85.2% | -$169.64万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $28.65万 | 0.22% | 474 | -41,510 | -98.9% | -$2,508.82万 | 减仓 |
| PWR | QUANTA SVCS INC | $28.55万 | 0.22% | 520 | -45 | -8.0% | -$2.47万 | 减仓 |
| MCD | MCDONALDS CORP | $28.49万 | 0.22% | 917 | -21,298 | -95.9% | -$661.65万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $28.21万 | 0.22% | 4,825 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $28.11万 | 0.22% | 1,712 | -46,810 | -96.5% | -$768.47万 | 减仓 |