13F 机构持仓

Bullock Wealth Management Group

BLOOMINGTON IN · SEC CIK 0002067581

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.31亿2026Q2
26Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

PTLC 13.0%
NVDA 5.2%
PTNQ 3.8%
PTIN 3.4%
PTMC 2.4%
MSFT 1.8%
COWZ 1.8%
RSPT 1.6%
AAPL 1.6%
LLY 1.5%

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 —— — —