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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $2,478.34万 | 13.48% | 33,655 | 4,811 | 16.7% | $354.28万 | 加仓 |
| GRNY | TIDAL TRUST I | $799.50万 | 4.35% | 289,149 | 104,015 | 56.2% | $287.60万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $744.79万 | 4.05% | 10,844 | 3,756 | 53.0% | $257.97万 | 加仓 |
| AAPL | APPLE INC | $717.59万 | 3.90% | 24,799 | 1,261 | 5.4% | $36.49万 | 加仓 |
| AVGO | BROADCOM INC | $706.68万 | 3.84% | 18,708 | 3,831 | 25.8% | $144.71万 | 加仓 |
| GOOGL | ALPHABET INC | $458.29万 | 2.49% | 12,824 | 1,922 | 17.6% | $68.69万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $411.44万 | 2.24% | 129,752 | 6 | 0.0% | $190 | 加仓 |
| NVDA | NVIDIA CORPORATION | $377.55万 | 2.05% | 18,869 | 5,810 | 44.5% | $116.25万 | 加仓 |
| MOAT | VANECK ETF TRUST | $343.64万 | 1.87% | 33,055 | 3,140 | 10.5% | $32.64万 | 加仓 |
| TQQQ | PROSHARES TR | $300.55万 | 1.64% | 37,105 | -32,233 | -46.5% | -$261.09万 | 减仓 |
| IJR | ISHARES TR | $291.95万 | 1.59% | 19,685 | 582 | 3.0% | $8.63万 | 加仓 |
| IGM | ISHARES TR | $287.44万 | 1.56% | 17,572 | -50 | -0.3% | -$8,179 | 减仓 |
| VUG | VANGUARD INDEX FDS | $268.55万 | 1.46% | 31,176 | -234 | -0.7% | -$2.02万 | 减仓 |
| GRNJ | TIDAL TRUST III | $267.49万 | 1.46% | 85,080 | 33,525 | 65.0% | $105.40万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $250.70万 | 1.36% | 7,659 | 985 | 14.8% | $32.24万 | 加仓 |
| BOXX | EA SERIES TRUST | $246.94万 | 1.34% | 21,090 | -7,400 | -26.0% | -$86.65万 | 减仓 |
| MSFT | MICROSOFT CORP | $245.76万 | 1.34% | 6,588 | 1,587 | 31.7% | $59.20万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $199.02万 | 1.08% | 6,569 | -49 | -0.7% | -$1.48万 | 减仓 |
| CVX | CHEVRON CORPORATION | $191.43万 | 1.04% | 11,548 | 3,121 | 37.0% | $51.74万 | 加仓 |
| IDEV | ISHARES TR | $178.91万 | 0.97% | 20,100 | -318 | -1.6% | -$2.83万 | 减仓 |
| CSCO | CISCO SYS INC | $172.34万 | 0.94% | 14,672 | 3,596 | 32.5% | $42.24万 | 加仓 |
| — | VANECK FDS | $170.76万 | 0.93% | 39,414 | 4,190 | 11.9% | $18.15万 | 加仓 |
| AMZN | AMAZON COM INC | $155.02万 | 0.84% | 6,504 | 410 | 6.7% | $9.77万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $149.60万 | 0.81% | 25,840 | 0 | 0.0% | — | 不变 |
| IVES | WEDBUSH SER TR | $147.54万 | 0.80% | 38,725 | 7,145 | 22.6% | $27.22万 | 加仓 |
| USMV | ISHARES TR | $145.89万 | 0.79% | 15,124 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $145.56万 | 0.79% | 3,048 | 780 | 34.4% | $37.25万 | 加仓 |
| KLAC | KLA CORP | $142.41万 | 0.77% | 4,720 | 3,200 | 210.5% | $96.55万 | 加仓 |
| TXN | TEXAS INSTRS INC | $139.35万 | 0.76% | 4,675 | 669 | 16.7% | $19.94万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $139.31万 | 0.76% | 1,489 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $137.90万 | 0.75% | 5,430 | 1,152 | 26.9% | $29.26万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $134.64万 | 0.73% | 4,788 | 601 | 14.4% | $16.90万 | 加仓 |
| ABBV | ABBVIE INC | $130.27万 | 0.71% | 5,177 | 1,399 | 37.0% | $35.20万 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $123.87万 | 0.67% | 27,325 | -27,870 | -50.5% | -$126.34万 | 减仓 |
| ORCL | ORACLE CORP | $122.81万 | 0.67% | 8,380 | 1,258 | 17.7% | $18.44万 | 加仓 |
| RTX | RTX CORPORATION | $121.54万 | 0.66% | 6,406 | 893 | 16.2% | $16.94万 | 加仓 |
| — | VANECK ETF TRUST | $117.49万 | 0.64% | 18,390 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $116.05万 | 0.63% | 10,246 | 1,402 | 15.9% | $15.88万 | 加仓 |
| META | META PLATFORMS INC | $115.99万 | 0.63% | 2,059 | 549 | 36.4% | $30.93万 | 加仓 |
| OUSA | ALPS ETF TR | $113.16万 | 0.62% | 19,400 | 8,500 | 78.0% | $49.58万 | 加仓 |
| — | ALPS ETF TR | $112.42万 | 0.61% | 25,015 | 19,055 | 319.7% | $85.64万 | 加仓 |
| UJUN | INNOVATOR ETFS TRUST | $112.31万 | 0.61% | 29,140 | 29,140 | — | $112.31万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $103.55万 | 0.56% | 3,416 | -44 | -1.3% | -$1.33万 | 减仓 |
| BKGI | BNY MELLON ETF TRUST | $101.74万 | 0.55% | 22,625 | 12,750 | 129.1% | $57.34万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $99.95万 | 0.54% | 2,701 | 1,411 | 109.4% | $52.21万 | 加仓 |
| CAT | CATERPILLAR INC | $97.86万 | 0.53% | 919 | -15 | -1.6% | -$1.60万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $96.46万 | 0.52% | 16,000 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $93.53万 | 0.51% | 14,500 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $92.71万 | 0.50% | 1,596 | 1,596 | — | $92.71万 | 新建仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $91.69万 | 0.50% | 2,707 | -21 | -0.8% | -$7,113 | 减仓 |
| IVV | ISHARES TR | $89.19万 | 0.49% | 1,191 | -20 | -1.7% | -$1.50万 | 减仓 |
| FTNT | FORTINET INC | $84.49万 | 0.46% | 5,500 | 600 | 12.2% | $9.22万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $81.33万 | 0.44% | 5,546 | 941 | 20.4% | $13.80万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $80.64万 | 0.44% | 1,570 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $80.49万 | 0.44% | 2,976 | 315 | 11.8% | $8.52万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $80.35万 | 0.44% | 1,862 | 150 | 8.8% | $6.47万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $80.27万 | 0.44% | 11,105 | -23,120 | -67.6% | -$167.11万 | 重新持有 |
| IAU | ISHARES GOLD TR | $77.78万 | 0.42% | 10,300 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $77.04万 | 0.42% | 6,603 | 1,618 | 32.5% | $18.88万 | 加仓 |
| NVS | NOVARTIS AG | $75.85万 | 0.41% | 4,840 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $74.28万 | 0.40% | 1,766 | 300 | 20.5% | $12.62万 | 加仓 |
| GCOW | PACER FDS TR | $72.38万 | 0.39% | 16,715 | -3,500 | -17.3% | -$15.16万 | 减仓 |
| QCOM | QUALCOMM INC | $71.14万 | 0.39% | 3,850 | 100 | 2.7% | $1.85万 | 加仓 |
| V | VISA INC | $70.92万 | 0.39% | 2,067 | 862 | 71.5% | $29.58万 | 加仓 |
| — | EXXON MOBIL CORP | $70.64万 | 0.38% | 5,167 | 958 | 22.8% | $13.10万 | 加仓 |
| LOW | LOWES COS INC | $70.14万 | 0.38% | 3,181 | -50 | -1.5% | -$1.10万 | 减仓 |
| BKDV | BNY MELLON ETF TRUST II | $68.25万 | 0.37% | 20,380 | 4,545 | 28.7% | $15.22万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $67.11万 | 0.37% | 1,968 | 223 | 12.8% | $7.60万 | 加仓 |
| DDOG | DATADOG INC | $63.42万 | 0.35% | 2,436 | 2,436 | — | $63.42万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $62.21万 | 0.34% | 450 | 0 | 0.0% | — | 不变 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $61.94万 | 0.34% | 26,985 | -6,896 | -20.4% | -$15.83万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $61.91万 | 0.34% | 633 | 165 | 35.3% | $16.14万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $61.88万 | 0.34% | 27,693 | -3,473 | -11.1% | -$7.76万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $61.39万 | 0.33% | 1,815 | 985 | 118.7% | $33.32万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $59.87万 | 0.33% | 18,727 | 6,427 | 52.3% | $20.55万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $59.52万 | 0.32% | 12,925 | 469 | 3.8% | $2.16万 | 加仓 |
| SPXL | DIREXION SHARES ETF TRUST | $58.65万 | 0.32% | 2,167 | -325 | -13.0% | -$8.80万 | 减仓 |
| SMH | VANECK ETF TRUST | $58.57万 | 0.32% | 893 | -65 | -6.8% | -$4.26万 | 减仓 |
| IWF | ISHARES TR | $57.91万 | 0.32% | 4,664 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $57.72万 | 0.31% | 1,594 | 475 | 42.4% | $17.20万 | 加仓 |
| EMR | EMERSON ELEC CO | $57.20万 | 0.31% | 3,996 | 945 | 31.0% | $13.53万 | 加仓 |
| AMAT | APPLIED MATLS INC | $57.02万 | 0.31% | 789 | 789 | — | $57.02万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $53.10万 | 0.29% | 460 | 460 | — | $53.10万 | 新建仓 |
| MS | MORGAN STANLEY | $52.41万 | 0.29% | 2,507 | 1,251 | 99.6% | $26.15万 | 加仓 |
| OUSM | ALPS ETF TR | $51.99万 | 0.28% | 10,940 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $51.66万 | 0.28% | 1,543 | 363 | 30.8% | $12.15万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $51.45万 | 0.28% | 4,065 | 1,288 | 46.4% | $16.30万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $50.36万 | 0.27% | 16,192 | 16,192 | — | $50.36万 | 新建仓 |
| COP | CONOCOPHILLIPS | $49.09万 | 0.27% | 4,722 | 1,750 | 58.9% | $18.19万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $48.23万 | 0.26% | 25,000 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $47.79万 | 0.26% | 6,429 | 283 | 4.6% | $2.10万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $46.75万 | 0.25% | 2,584 | 2,584 | — | $46.75万 | 新建仓 |
| CMI | CUMMINS INC | $46.64万 | 0.25% | 654 | 654 | — | $46.64万 | 新建仓 |
| AFL | AFLAC INC | $45.40万 | 0.25% | 3,872 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $45.00万 | 0.24% | 383 | 383 | — | $45.00万 | 新建仓 |
| HD | HOME DEPOT INC | $44.65万 | 0.24% | 1,266 | 372 | 41.6% | $13.12万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $44.32万 | 0.24% | 14,675 | 5,000 | 51.7% | $15.10万 | 加仓 |
| HYD | VANECK ETF TRUST | $44.31万 | 0.24% | 8,603 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $44.17万 | 0.24% | 1,403 | -12 | -0.8% | -$3,778 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $44.07万 | 0.24% | 14,975 | 14,975 | — | $44.07万 | 新建仓 |