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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP COM | $46.07万 | 0.20% | 3,233 | — | — | — | — |
| MCK | MCKESSON CORP COM | $46.16万 | 0.20% | 601 | — | — | — | — |
| GOOG | ALPHABET INC CAP STK CL C | $46.93万 | 0.20% | 1,311 | — | — | — | — |
| NEE | NEXTERA ENERGY INC COM | $46.94万 | 0.20% | 5,435 | — | — | — | — |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $46.96万 | 0.20% | 4,006 | — | — | — | — |
| WEC | WEC ENERGY GROUP INC COM | $48.18万 | 0.21% | 4,146 | — | — | — | — |
| KO | COCA COLA CO COM | $48.53万 | 0.21% | 5,970 | — | — | — | — |
| — | ISHARES IBONDS 2032 TERM HIGH YIELD AND INCOME ETF | $48.73万 | 0.21% | 19,265 | — | — | — | — |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $49.79万 | 0.22% | 544 | — | — | — | — |
| WDC | WESTERN DIGITAL CORP COM | $50.02万 | 0.22% | 836 | — | — | — | — |
| BAC | BANK OF AMER CORP COM | $54.09万 | 0.23% | 9,268 | — | — | — | — |
| MRK | MERCK & CO INC COM | $54.33万 | 0.24% | 4,333 | — | — | — | — |
| EME | EMCOR GROUP INC COM | $55.34万 | 0.24% | 688 | — | — | — | — |
| SNDK | SANDISK CORP COM | $56.29万 | 0.24% | 277 | — | — | — | — |
| TXN | TEXAS INSTRS INC COM | $59.19万 | 0.26% | 1,984 | — | — | — | — |
| KLAC | KLA CORP COM NEW | $61.09万 | 0.26% | 2,295 | — | — | — | — |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $61.82万 | 0.27% | 4,386 | — | — | — | — |
| CTAS | CINTAS CORP COM | $62.22万 | 0.27% | 3,571 | — | — | — | — |
| QTUM | DEFIANCE QUANTUM ETF | $64.55万 | 0.28% | 4,025 | — | — | — | — |
| IBHH | ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF | $66.00万 | 0.29% | 28,221 | — | — | — | — |
| GS | GOLDMAN SACHS GROUP INC COM | $66.72万 | 0.29% | 654 | — | — | — | — |
| IBHG | ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF | $67.24万 | 0.29% | 30,606 | — | — | — | — |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $67.62万 | 0.29% | 13,254 | — | — | — | — |
| — | ISHARES IBONDS 2030 TERM HIGH YIELD AND INCOME ETF | $67.97万 | 0.29% | 25,829 | — | — | — | — |
| — | ISHARES IBONDS 2031 TERM HIGH YIELD AND INCOME ETF | $68.54万 | 0.30% | 26,773 | — | — | — | — |
| ETN | EATON CORP PLC SHS | $68.61万 | 0.30% | 1,664 | — | — | — | — |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $69.54万 | 0.30% | 19,523 | — | — | — | — |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $70.01万 | 0.30% | 4,388 | — | — | — | — |
| LMT | LOCKHEED MARTIN CORP COM | $70.09万 | 0.30% | 1,343 | — | — | — | — |
| BKNG | BOOKING HOLDINGS INC COM | $71.43万 | 0.31% | 3,911 | — | — | — | — |
| PH | PARKER-HANNIFIN CORP COM | $71.50万 | 0.31% | 742 | — | — | — | — |
| VLO | VALERO ENERGY CORP COM | $73.99万 | 0.32% | 2,746 | — | — | — | — |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $74.19万 | 0.32% | 20,615 | — | — | — | — |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $74.53万 | 0.32% | 21,652 | — | — | — | — |
| LRCX | LAM RESEARCH CORP COM NEW | $74.71万 | 0.32% | 1,910 | — | — | — | — |
| MPC | MARATHON PETE CORP COM | $77.99万 | 0.34% | 2,945 | — | — | — | — |
| RTX | RTX CORPORATION COM | $78.96万 | 0.34% | 4,117 | — | — | — | — |
| MS | MORGAN STANLEY COM NEW | $80.25万 | 0.35% | 3,788 | — | — | — | — |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $80.93万 | 0.35% | 8,679 | — | — | — | — |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $82.03万 | 0.36% | 2,866 | — | — | — | — |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $82.49万 | 0.36% | 34,142 | — | — | — | — |
| IBHI | ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF | $83.87万 | 0.36% | 35,995 | — | — | — | — |
| NOC | NORTHROP GRUMMAN CORP COM | $87.28万 | 0.38% | 1,679 | — | — | — | — |
| ADI | ANALOG DEVICES INC COM | $90.22万 | 0.39% | 2,319 | — | — | — | — |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $91.13万 | 0.40% | 2,175 | — | — | — | — |
| GD | GENERAL DYNAMICS CORP COM | $93.68万 | 0.41% | 2,582 | — | — | — | — |
| CVX | CHEVRON CORPORATION COM | $95.62万 | 0.41% | 5,771 | — | — | — | — |
| HD | HOME DEPOT INC COM | $97.22万 | 0.42% | 2,771 | — | — | — | — |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $99.27万 | 0.43% | 18,122 | — | — | — | — |
| BLK | BLACKROCK INC COM | $100.50万 | 0.44% | 1,025 | — | — | — | — |
| IBDX | ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | $100.79万 | 0.44% | 40,218 | — | — | — | — |
| INTC | INTEL CORP COM | $103.24万 | 0.45% | 8,128 | — | — | — | — |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $103.76万 | 0.45% | 3,551 | — | — | — | — |
| MCD | MCDONALDS CORP COM | $104.72万 | 0.45% | 3,887 | — | — | — | — |
| GE | GE AEROSPACE COM NEW | $105.80万 | 0.46% | 2,822 | — | — | — | — |
| QQQ | INVESCO QQQ TRUST SERIES I | $106.26万 | 0.46% | 1,465 | — | — | — | — |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $114.63万 | 0.50% | 41,988 | — | — | — | — |
| V | VISA INC COM CL A | $115.43万 | 0.50% | 3,288 | — | — | — | — |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $119.40万 | 0.52% | 8,762 | — | — | — | — |
| CAH | CARDINAL HEALTH INC COM | $120.52万 | 0.52% | 5,070 | — | — | — | — |
| ANET | ARISTA NETWORKS INC COM SHS | $121.02万 | 0.52% | 7,263 | — | — | — | — |
| SPY | STATE STREET SPDR S&P 500 ETF | $121.69万 | 0.53% | 1,632 | — | — | — | — |
| CSCO | CISCO SYS INC COM | $121.92万 | 0.53% | 10,419 | — | — | — | — |
| LOW | LOWES COS INC COM | $121.92万 | 0.53% | 5,494 | — | — | — | — |
| SNOW | SNOWFLAKE INC COM SHS | $122.92万 | 0.53% | 4,706 | — | — | — | — |
| NFLX | NETFLIX INC. COM | $123.31万 | 0.53% | 16,621 | — | — | — | — |
| LIN | LINDE PLC SHS | $123.34万 | 0.53% | 2,312 | — | — | — | — |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $124.14万 | 0.54% | 6,770 | — | — | — | — |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $129.67万 | 0.56% | 10,313 | — | — | — | — |
| FTNT | FORTINET INC COM | $136.96万 | 0.59% | 8,615 | — | — | — | — |
| COST | COSTCO WHOLESALE CORPORATION COM | $142.49万 | 0.62% | 1,541 | — | — | — | — |
| QQQM | INVESCO NASDAQ 100 ETF | $142.99万 | 0.62% | 4,788 | — | — | — | — |
| AFL | AFLAC INC COM | $143.61万 | 0.62% | 12,120 | — | — | — | — |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $144.60万 | 0.63% | 32,298 | — | — | — | — |
| IBDW | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | $148.34万 | 0.64% | 71,524 | — | — | — | — |
| PANW | PALO ALTO NETWORKS INC COM | $149.23万 | 0.65% | 4,239 | — | — | — | — |
| META | META PLATFORMS INC CL A | $149.52万 | 0.65% | 2,440 | — | — | — | — |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $150.27万 | 0.65% | 69,266 | — | — | — | — |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $152.64万 | 0.66% | 60,716 | — | — | — | — |
| TRV | TRAVELERS COMPANIES INC COM | $155.43万 | 0.67% | 4,645 | — | — | — | — |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $155.49万 | 0.67% | 13,167 | — | — | — | — |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $155.73万 | 0.68% | 67,532 | — | — | — | — |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $157.28万 | 0.68% | 65,207 | — | — | — | — |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $161.60万 | 0.70% | 10,953 | — | — | — | — |
| WMT | WALMART INC COM | $171.18万 | 0.74% | 15,731 | — | — | — | — |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $171.25万 | 0.74% | 50,204 | — | — | — | — |
| SYK | STRYKER CORPORATION COM | $173.86万 | 0.75% | 5,548 | — | — | — | — |
| AMD | ADVANCED MICRO DEVICES INC COM | $178.54万 | 0.77% | 3,301 | — | — | — | — |
| AMAT | APPLIED MATLS INC COM | $179.06万 | 0.78% | 2,751 | — | — | — | — |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $190.20万 | 0.82% | 23,175 | — | — | — | — |
| DUSB | DIMENSIONAL ULTRASHORT FIXED INCOME ETF | $195.72万 | 0.85% | 38,542 | — | — | — | — |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $213.16万 | 0.92% | 19,424 | — | — | — | — |
| AVGO | BROADCOM INC COM | $251.66万 | 1.09% | 6,814 | — | — | — | — |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $263.20万 | 1.14% | 67,109 | — | — | — | — |
| CAT | CATERPILLAR INC COM | $276.81万 | 1.20% | 2,792 | — | — | — | — |
| GOOGL | ALPHABET INC CAP STK CL A | $297.78万 | 1.29% | 8,244 | — | — | — | — |
| AMZN | AMAZON COM INC COM | $308.99万 | 1.34% | 12,784 | — | — | — | — |
| JPM | JPMORGAN CHASE & CO COM | $312.06万 | 1.35% | 9,341 | — | — | — | — |
| LLY | ELI LILLY & CO COM | $352.98万 | 1.53% | 2,962 | — | — | — | — |
| AAPL | APPLE INC COM | $376.29万 | 1.63% | 12,782 | — | — | — | — |