Bullock Wealth Management Group
BLOOMINGTON IN · SEC CIK 0002067581
$2.31亿2026Q2 申报市值
608持仓数
36.2%前十大占比 · 第一大 13.0%
0 / 0新建仓 / 清仓
26Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
本季没有买入
2026Q2 卖出最多 按季末市值估算
本季没有卖出
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 |
|---|---|---|---|---|---|---|---|---|
| JKHY | HENRY JACK & ASSOC INC COM | $12.13万 | 0.05% | 852 | — | — | — | — |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $12.24万 | 0.05% | 2,764 | — | — | — | — |
| IVE | ISHARES S&P 500 VALUE ETF | $12.35万 | 0.05% | 542 | — | — | — | — |
| CCJ | CAMECO CORP COM | $12.37万 | 0.05% | 1,270 | — | — | — | — |
| CBRS | CEREBRAS SYSTEMS INC COM CL A | $12.86万 | 0.06% | 581 | — | — | — | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $13.39万 | 0.06% | 268 | — | — | — | — |
| NJR | NEW JERSEY RES CORP COM | $13.48万 | 0.06% | 2,399 | — | — | — | — |
| PM | PHILIP MORRIS INTL INC COM | $13.86万 | 0.06% | 780 | — | — | — | — |
| CRWV | COREWEAVE INC COM CL A | $13.96万 | 0.06% | 1,629 | — | — | — | — |
| PPG | PPG INDS INC COM | $13.99万 | 0.06% | 1,141 | — | — | — | — |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $14.22万 | 0.06% | 357 | — | — | — | — |
| JBL | JABIL INC COM | $14.45万 | 0.06% | 385 | — | — | — | — |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $15.31万 | 0.07% | 1,726 | — | — | — | — |
| EIX | EDISON INTL COM | $15.65万 | 0.07% | 2,129 | — | — | — | — |
| FDS | FACTSET RESH SYS INC COM | $15.87万 | 0.07% | 646 | — | — | — | — |
| AES | AES CORP COM | $15.96万 | 0.07% | 10,901 | — | — | — | — |
| MU | MICRON TECHNOLOGY INC COM | $16.34万 | 0.07% | 158 | — | — | — | — |
| MRNA | MODERNA INC COM | $16.44万 | 0.07% | 2,268 | — | — | — | — |
| UNP | UNION PAC CORP COM | $16.45万 | 0.07% | 592 | — | — | — | — |
| MMM | 3M CO COM | $17.24万 | 0.07% | 1,077 | — | — | — | — |
| GLD | SPDR GOLD SHARES | $17.31万 | 0.08% | 467 | — | — | — | — |
| BA | BOEING CO COM | $17.49万 | 0.08% | 800 | — | — | — | — |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $17.52万 | 0.08% | 2,103 | — | — | — | — |
| PG | PROCTER & GAMBLE CO COM | $17.87万 | 0.08% | 1,212 | — | — | — | — |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $18.01万 | 0.08% | 5,656 | — | — | — | — |
| AIZ | ASSURANT INC COM | $18.12万 | 0.08% | 661 | — | — | — | — |
| SBUX | STARBUCKS CORP COM | $18.34万 | 0.08% | 1,774 | — | — | — | — |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $18.59万 | 0.08% | 1,418 | — | — | — | — |
| GWW | WW GRAINGER INC COM | $18.76万 | 0.08% | 140 | — | — | — | — |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $19.46万 | 0.08% | 2,217 | — | — | — | — |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $19.67万 | 0.09% | 690 | — | — | — | — |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $19.75万 | 0.09% | 1,046 | — | — | — | — |
| UPS | UNITED PARCEL SVCS INC CL B | $19.92万 | 0.09% | 1,819 | — | — | — | — |
| HON | HONEYWELL INTL INC COM | $19.98万 | 0.09% | 901 | — | — | — | — |
| XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | $20.21万 | 0.09% | 339 | — | — | — | — |
| HONA | HONEYWELL AEROSPACE INC COM | $20.46万 | 0.09% | 900 | — | — | — | — |
| IBDY | ISHARES IBONDS DEC 2033 TERM CORPORATE ETF | $21.33万 | 0.09% | 8,327 | — | — | — | — |
| GEV | GE VERNOVA INC COM | $21.55万 | 0.09% | 190 | — | — | — | — |
| QQQ | INVESCO QQQ TRUST SERIES I 看跌期权 | $21.76万 | 0.09% | 300 | — | — | — | — |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | $22.05万 | 0.10% | 1,014 | — | — | — | — |
| ITW | ILLINOIS TOOL WKS INC COM | $22.37万 | 0.10% | 832 | — | — | — | — |
| VTR | VENTAS INC COM | $22.55万 | 0.10% | 2,516 | — | — | — | — |
| AXP | AMERICAN EXPRESS CO COM | $22.93万 | 0.10% | 659 | — | — | — | — |
| MO | ALTRIA GROUP INC COM | $23.12万 | 0.10% | 3,231 | — | — | — | — |
| COR | CENCORA INC COM | $23.13万 | 0.10% | 802 | — | — | — | — |
| PSX | PHILLIPS 66 COM | $23.46万 | 0.10% | 1,344 | — | — | — | — |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $23.49万 | 0.10% | 1,983 | — | — | — | — |
| DUK | DUKE ENERGY CORP NEW COM NEW | $23.53万 | 0.10% | 1,871 | — | — | — | — |
| SYY | SYSCO CORP COM | $23.75万 | 0.10% | 2,843 | — | — | — | — |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JANUARY 2028 | $24.10万 | 0.10% | 8,492 | — | — | — | — |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $24.44万 | 0.11% | 798 | — | — | — | — |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $24.66万 | 0.11% | 4,369 | — | — | — | — |
| DIS | DISNEY WALT CO COM | $25.06万 | 0.11% | 2,618 | — | — | — | — |
| B | BARRICK MNG CORP COM SHS | $25.25万 | 0.11% | 6,928 | — | — | — | — |
| NSC | NORFOLK SOUTHN CORP COM | $25.38万 | 0.11% | 796 | — | — | — | — |
| PAYX | PAYCHEX INC COM | $26.42万 | 0.11% | 2,573 | — | — | — | — |
| ED | CONSOLIDATED EDISON INC COM | $26.55万 | 0.12% | 2,393 | — | — | — | — |
| SPG | SIMON PPTY GROUP INC NEW COM | $26.85万 | 0.12% | 1,204 | — | — | — | — |
| MRVL | MARVELL TECHNOLOGY INC COM | $26.99万 | 0.12% | 992 | — | — | — | — |
| CVS | CVS HEALTH CORP COM | $27.70万 | 0.12% | 2,643 | — | — | — | — |
| O | REALTY INCOME CORP COM | $28.22万 | 0.12% | 4,565 | — | — | — | — |
| TSLA | TESLA INC COM | $28.28万 | 0.12% | 665 | — | — | — | — |
| AMGN | AMGEN INC COM | $28.77万 | 0.12% | 796 | — | — | — | — |
| KMB | KIMBERLY-CLARK CORP COM | $29.22万 | 0.13% | 2,622 | — | — | — | — |
| IBHF | ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF | $29.39万 | 0.13% | 13,028 | — | — | — | — |
| CBSH | COMMERCE BANCSHARES INC COM | $29.55万 | 0.13% | 5,030 | — | — | — | — |
| T | AT&T INC COM | $29.90万 | 0.13% | 14,599 | — | — | — | — |
| SCHM | SCHWAB U.S. MID-CAP ETF | $30.18万 | 0.13% | 8,302 | — | — | — | — |
| FAST | FASTENAL CO COM | $30.23万 | 0.13% | 6,331 | — | — | — | — |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $30.56万 | 0.13% | 5,788 | — | — | — | — |
| ABBV | ABBVIE INC COM | $31.12万 | 0.13% | 1,239 | — | — | — | — |
| ECL | ECOLAB INC COM | $31.30万 | 0.14% | 1,124 | — | — | — | — |
| FLEX | FLEX LTD ORD | $31.37万 | 0.14% | 2,043 | — | — | — | — |
| COP | CONOCOPHILLIPS COM | $31.72万 | 0.14% | 3,073 | — | — | — | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $32.34万 | 0.14% | 728 | — | — | — | — |
| BRO | BROWN & BROWN INC COM | $33.32万 | 0.14% | 4,947 | — | — | — | — |
| VOO | VANGUARD S&P 500 ETF | $35.32万 | 0.15% | 515 | — | — | — | — |
| ABT | ABBOTT LABORATORIES COM | $36.22万 | 0.16% | 3,929 | — | — | — | — |
| WM | WASTE MGMT INC DEL COM | $36.23万 | 0.16% | 1,617 | — | — | — | — |
| QCOM | QUALCOMM INC COM | $36.70万 | 0.16% | 2,017 | — | — | — | — |
| JNJ | JOHNSON & JOHNSON COM | $37.27万 | 0.16% | 1,467 | — | — | — | — |
| AMT | AMERICAN TOWER CORP COM | $37.63万 | 0.16% | 2,266 | — | — | — | — |
| PKG | PACKAGING CORP AMER COM | $37.84万 | 0.16% | 1,590 | — | — | — | — |
| D | DOMINION ENERGY INC COM | $38.39万 | 0.17% | 5,663 | — | — | — | — |
| CBOE | CBOE GLOBAL MKTS INC COM | $38.82万 | 0.17% | 1,567 | — | — | — | — |
| AGX | ARGAN INC COM | $38.84万 | 0.17% | 508 | — | — | — | — |
| TJX | TJX COS INC NEW COM | $39.75万 | 0.17% | 2,626 | — | — | — | — |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $40.45万 | 0.18% | 2,179 | — | — | — | — |
| TGT | TARGET CORP COM | $40.90万 | 0.18% | 3,139 | — | — | — | — |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $41.26万 | 0.18% | 1,885 | — | — | — | — |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $41.99万 | 0.18% | 1,781 | — | — | — | — |
| EMR | EMERSON ELEC CO COM | $42.16万 | 0.18% | 3,022 | — | — | — | — |
| SO | SOUTHERN CO COM | $42.21万 | 0.18% | 4,437 | — | — | — | — |
| WELL | WELLTOWER INC COM | $42.45万 | 0.18% | 1,844 | — | — | — | — |
| CLS | CELESTICA INC COM | $42.71万 | 0.19% | 1,181 | — | — | — | — |
| TMUS | T-MOBILE US INC COM | $42.81万 | 0.19% | 2,473 | — | — | — | — |
| BNY | BANK OF NY MELLON CORP COM | $43.43万 | 0.19% | 2,974 | — | — | — | — |
| GILD | GILEAD SCIENCES INC COM | $44.74万 | 0.19% | 3,551 | — | — | — | — |
| CMI | CUMMINS INC COM | $45.46万 | 0.20% | 666 | — | — | — | — |
| VZ | VERIZON COMMUNICATIONS INC COM | $45.48万 | 0.20% | 10,831 | — | — | — | — |