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 |
|---|---|---|---|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC COM | $13.86万 | 0.06% | 780 | — | — | — | — |
| NJR | NEW JERSEY RES CORP COM | $13.48万 | 0.06% | 2,399 | — | — | — | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $13.39万 | 0.06% | 268 | — | — | — | — |
| CBRS | CEREBRAS SYSTEMS INC COM CL A | $12.86万 | 0.06% | 581 | — | — | — | — |
| CCJ | CAMECO CORP COM | $12.37万 | 0.05% | 1,270 | — | — | — | — |
| IVE | ISHARES S&P 500 VALUE ETF | $12.35万 | 0.05% | 542 | — | — | — | — |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $12.24万 | 0.05% | 2,764 | — | — | — | — |
| JKHY | HENRY JACK & ASSOC INC COM | $12.13万 | 0.05% | 852 | — | — | — | — |
| ATR | APTARGROUP INC COM | $12.06万 | 0.05% | 963 | — | — | — | — |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $12.06万 | 0.05% | 4,748 | — | — | — | — |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $11.89万 | 0.05% | 1,690 | — | — | — | — |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $11.74万 | 0.05% | 1,696 | — | — | — | — |
| GIS | GENERAL MILLS INC COM | $11.74万 | 0.05% | 3,108 | — | — | — | — |
| NKE | NIKE INC CL B | $11.31万 | 0.05% | 2,628 | — | — | — | — |
| AEM | AGNICO EAGLE MINES LTD COM | $10.76万 | 0.05% | 695 | — | — | — | — |
| VBK | VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF | $10.58万 | 0.05% | 292 | — | — | — | — |
| MKC | MCCORMICK & CO INC COM NON VTG | $10.51万 | 0.05% | 1,987 | — | — | — | — |
| PEP | PEPSICO INC COM | $10.43万 | 0.05% | 739 | — | — | — | — |
| NVS | NOVARTIS AG SPONSORED ADR | $10.37万 | 0.04% | 673 | — | — | — | — |
| DVN | DEVON ENERGY CORP NEW COM | $10.34万 | 0.04% | 2,569 | — | — | — | — |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $10.02万 | 0.04% | 946 | — | — | — | — |
| NUE | NUCOR CORP COM | $9.99万 | 0.04% | 456 | — | — | — | — |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $9.98万 | 0.04% | 4,332 | — | — | — | — |
| BDX | BECTON DICKINSON & CO COM | $9.87万 | 0.04% | 645 | — | — | — | — |
| PAAS | PAN AMERN SILVER CORP COM | $9.77万 | 0.04% | 2,203 | — | — | — | — |
| FFIV | F5 INC COM | $9.63万 | 0.04% | 227 | — | — | — | — |
| DE | DEERE & CO COM | $9.46万 | 0.04% | 151 | — | — | — | — |
| PNC | PNC FINL SVCS GROUP INC COM | $9.14万 | 0.04% | 363 | — | — | — | — |
| SJM | SMUCKER J M CO COM NEW | $9.01万 | 0.04% | 785 | — | — | — | — |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $8.65万 | 0.04% | 3,525 | — | — | — | — |
| TD | TORONTO DOMINION BK ONT COM NEW | $8.56万 | 0.04% | 700 | — | — | — | — |
| HUM | HUMANA INC COM | $8.53万 | 0.04% | 208 | — | — | — | — |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $8.35万 | 0.04% | 471 | — | — | — | — |
| CARR | CARRIER GLOBAL CORPORATION COM | $8.33万 | 0.04% | 1,156 | — | — | — | — |
| VOT | VANGUARD MORNINGSTAR MID-CAP GROWTH ETF | $8.17万 | 0.04% | 269 | — | — | — | — |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $8.11万 | 0.04% | 343 | — | — | — | — |
| CMCSA | COMCAST CORP NEW CL A | $8.09万 | 0.04% | 3,409 | — | — | — | — |
| CSX | CSX CORP COM | $8.02万 | 0.03% | 1,659 | — | — | — | — |
| SCCO | SOUTHERN COPPER CORP COM | $7.88万 | 0.03% | 467 | — | — | — | — |
| EVRG | EVERGY INC COM | $7.82万 | 0.03% | 907 | — | — | — | — |
| CL | COLGATE PALMOLIVE CO COM | $7.69万 | 0.03% | 829 | — | — | — | — |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $7.64万 | 0.03% | 1,642 | — | — | — | — |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $7.61万 | 0.03% | 785 | — | — | — | — |
| RY | ROYAL BK CDA COM | $7.48万 | 0.03% | 359 | — | — | — | — |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $7.44万 | 0.03% | 472 | — | — | — | — |
| ROK | ROCKWELL AUTOMATION INC COM | $7.32万 | 0.03% | 152 | — | — | — | — |
| ES | EVERSOURCE ENERGY COM | $7.25万 | 0.03% | 1,004 | — | — | — | — |
| NRG | NRG ENERGY INC COM NEW | $7.24万 | 0.03% | 514 | — | — | — | — |
| XEL | XCEL ENERGY INC COM | $7.19万 | 0.03% | 902 | — | — | — | — |
| NEM | NEWMONT CORP COM | $7.02万 | 0.03% | 753 | — | — | — | — |
| SLB | SLB LIMITED COM STK | $6.86万 | 0.03% | 1,522 | — | — | — | — |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $6.84万 | 0.03% | 238 | — | — | — | — |
| SCHH | SCHWAB U.S. REIT ETF | $6.78万 | 0.03% | 2,849 | — | — | — | — |
| UNH | UNITEDHEALTH GROUP INC COM | $6.74万 | 0.03% | 158 | — | — | — | — |
| C | CITIGROUP INC COM NEW | $6.65万 | 0.03% | 474 | — | — | — | — |
| VFH | VANGUARD FINANCIALS ETF | $6.52万 | 0.03% | 485 | — | — | — | — |
| NFG | NATIONAL FUEL GAS CO COM | $6.41万 | 0.03% | 827 | — | — | — | — |
| RGLD | ROYAL GOLD INC COM | $6.40万 | 0.03% | 322 | — | — | — | — |
| SMH | VANECK SEMICONDUCTOR ETF | $6.39万 | 0.03% | 103 | — | — | — | — |
| PFE | PFIZER INC COM | $6.28万 | 0.03% | 2,630 | — | — | — | — |
| ESLT | ELBIT SYS LTD ORD | $6.23万 | 0.03% | 82 | — | — | — | — |
| CLX | CLOROX CO DEL COM | $6.23万 | 0.03% | 646 | — | — | — | — |
| TSN | TYSON FOODS INC CL A | $6.20万 | 0.03% | 1,061 | — | — | — | — |
| ACLS | AXCELIS TECHNOLOGIES INC COM NEW | $6.10万 | 0.03% | 342 | — | — | — | — |
| IVW | ISHARES S&P 500 GROWTH ETF | $6.07万 | 0.03% | 443 | — | — | — | — |
| FDX | FEDEX CORP COM | $6.00万 | 0.03% | 191 | — | — | — | — |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $5.90万 | 0.03% | 32 | — | — | — | — |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $5.73万 | 0.02% | 693 | — | — | — | — |
| OC | OWENS CORNING NEW COM | $5.54万 | 0.02% | 368 | — | — | — | — |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $5.40万 | 0.02% | 467 | — | — | — | — |
| EQT | EQT CORP COM | $5.32万 | 0.02% | 1,014 | — | — | — | — |
| PMAR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH | $5.24万 | 0.02% | 1,096 | — | — | — | — |
| TROW | PRICE T ROWE GROUP INC COM | $5.21万 | 0.02% | 449 | — | — | — | — |
| — | ISHARES IBONDS DEC 2031 TERM MUNI BOND ETF | $5.19万 | 0.02% | 2,016 | — | — | — | — |
| IBMS | ISHARES IBONDS DEC 2030 TERM MUNI BOND ETF | $5.16万 | 0.02% | 1,993 | — | — | — | — |
| FSM | FORTUNA MNG CORP COM NEW | $5.14万 | 0.02% | 6,154 | — | — | — | — |
| IBMR | ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF | $5.13万 | 0.02% | 2,025 | — | — | — | — |
| IBMQ | ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF | $5.12万 | 0.02% | 2,007 | — | — | — | — |
| IBMP | ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF | $5.11万 | 0.02% | 2,016 | — | — | — | — |
| IBMO | ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF | $5.10万 | 0.02% | 1,996 | — | — | — | — |
| VHT | VANGUARD HEALTH CARE ETF | $4.99万 | 0.02% | 166 | — | — | — | — |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $4.92万 | 0.02% | 831 | — | — | — | — |
| OUT | OUTFRONT MEDIA INC COM NEW | $4.90万 | 0.02% | 1,491 | — | — | — | — |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $4.86万 | 0.02% | 603 | — | — | — | — |
| VFC | V F CORP COM | $4.86万 | 0.02% | 2,887 | — | — | — | — |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $4.85万 | 0.02% | 1,011 | — | — | — | — |
| DCI | DONALDSON INC COM | $4.84万 | 0.02% | 547 | — | — | — | — |
| ZM | ZOOM COMMUNICATIONS INC CL A | $4.80万 | 0.02% | 533 | — | — | — | — |
| LIND | LINDBLAD EXPEDITIONS HLDGS INC COM | $4.73万 | 0.02% | 1,770 | — | — | — | — |
| — | WARNER BROS DISCOVERY INC COM SER A | $4.72万 | 0.02% | 1,760 | — | — | — | — |
| VOE | VANGUARD MORNINGSTAR MID-CAP VALUE ETF | $4.63万 | 0.02% | 234 | — | — | — | — |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $4.58万 | 0.02% | 200 | — | — | — | — |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $4.57万 | 0.02% | 110 | — | — | — | — |
| SCHP | SCHWAB US TIPS ETF | $4.53万 | 0.02% | 1,727 | — | — | — | — |
| AEP | AMERICAN ELEC PWR CO INC COM | $4.39万 | 0.02% | 325 | — | — | — | — |
| PII | POLARIS INC COM | $4.24万 | 0.02% | 655 | — | — | — | — |
| ARKK | ARK INNOVATION ETF | $4.23万 | 0.02% | 517 | — | — | — | — |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $4.22万 | 0.02% | 163 | — | — | — | — |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $4.19万 | 0.02% | 948 | — | — | — | — |
| VDE | VANGUARD ENERGY ETF | $4.04万 | 0.02% | 271 | — | — | — | — |