BAM Wealth Management, LLC
LAKEWOOD CO · SEC CIK 0002093649
$1.60亿2026Q2 申报市值
166持仓数
30.3%前十大占比 · 第一大 4.1%
26 / 22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
FMAY 新建仓+$562.49万
FJUN 新建仓+$553.12万
FAPR 新建仓+$470.20万
GMAY 新建仓+$432.81万
GJUN 新建仓+$429.63万
2026Q2 卖出最多 按季末市值估算
FDEC 清仓-$451.05万
FMAR 清仓-$448.89万
FNOV 清仓-$448.15万
FOCT 清仓-$438.48万
FSEP 清仓-$429.71万
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 |
|---|---|---|---|---|---|---|---|---|
| FDEC | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -90,718 | -100.0% | -$451.05万 | 清仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -92,573 | -100.0% | -$448.89万 | 清仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -83,930 | -100.0% | -$448.15万 | 清仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -91,964 | -100.0% | -$438.48万 | 清仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -85,378 | -100.0% | -$429.71万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -1,970 | -100.0% | -$85.18万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -2,267 | -100.0% | -$72.67万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -3,570 | -100.0% | -$70.79万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -1,526 | -100.0% | -$66.57万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -1,329 | -100.0% | -$65.32万 | 清仓 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | -19,959 | -100.0% | -$41.43万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -3,150 | -100.0% | -$32.34万 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -2,684 | -100.0% | -$31.57万 | 清仓 |
| DECK | DECKERS OUTDOOR CORP | $0 | 0.00% | 0 | -2,742 | -100.0% | -$27.44万 | 清仓 |
| CF | CF INDUSTRIES HOLD | $0 | 0.00% | 0 | -1,848 | -100.0% | -$23.99万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -2,684 | -100.0% | -$23.27万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,292 | -100.0% | -$21.92万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -1,529 | -100.0% | -$21.31万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -2,113 | -100.0% | -$20.98万 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -377 | -100.0% | -$20.70万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -4,808 | -100.0% | -$20.66万 | 清仓 |
| BINC | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -3,913 | -100.0% | -$20.32万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.07万 | 0.13% | 401 | -148 | -27.0% | -$7.41万 | 重新持有 |
| SCHF | SCHWAB STRATEGIC TR | $20.26万 | 0.13% | 7,314 | 7,314 | — | $20.26万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $20.47万 | 0.13% | 298 | 298 | — | $20.47万 | 新建仓 |
| GIS | GENERAL MILLS INC | $20.84万 | 0.13% | 5,989 | 5,989 | — | $20.84万 | 新建仓 |
| CWB | SPDR SERIES TRUST | $21.38万 | 0.13% | 1,983 | -218 | -9.9% | -$2.35万 | 减仓 |
| WMB | WILLIAMS COS INC | $21.41万 | 0.13% | 2,880 | 2,880 | — | $21.41万 | 新建仓 |
| BX | BLACKSTONE INC | $21.70万 | 0.14% | 1,844 | 1,844 | — | $21.70万 | 新建仓 |
| IAU | ISHARES GOLD TR | $21.75万 | 0.14% | 2,880 | -102 | -3.4% | -$7,702 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $22.02万 | 0.14% | 4,107 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $22.27万 | 0.14% | 2,712 | 2,712 | — | $22.27万 | 新建仓 |
| IVLU | ISHARES TR | $22.48万 | 0.14% | 5,375 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $22.53万 | 0.14% | 306 | 306 | — | $22.53万 | 新建仓 |
| TJX | TJX COS INC NEW | $22.80万 | 0.14% | 1,505 | 153 | 11.3% | $2.32万 | 重新持有 |
| SHYG | ISHARES TR | $23.65万 | 0.15% | 5,576 | 779 | 16.2% | $3.30万 | 重新持有 |
| VICI | VICI PPTYS INC | $24.27万 | 0.15% | 9,141 | 1,238 | 15.7% | $3.29万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $24.63万 | 0.15% | 7,279 | 7,279 | — | $24.63万 | 新建仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $24.82万 | 0.16% | 3,009 | -77 | -2.5% | -$6,352 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $25.20万 | 0.16% | 770 | 66 | 9.4% | $2.16万 | 加仓 |
| AMGN | AMGEN INC | $25.60万 | 0.16% | 707 | 707 | — | $25.60万 | 新建仓 |
| DTCR | GLOBAL X FDS | $26.22万 | 0.16% | 8,635 | -57 | -0.7% | -$1,731 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $26.92万 | 0.17% | 6,358 | 303 | 5.0% | $1.28万 | 加仓 |
| IEI | ISHARES TR | $27.15万 | 0.17% | 2,312 | -37 | -1.6% | -$4,346 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $28.06万 | 0.18% | 3,889 | 658 | 20.4% | $4.75万 | 加仓 |
| SHLD | GLOBAL X FDS | $28.13万 | 0.18% | 4,711 | -1,280 | -21.4% | -$7.64万 | 减仓 |
| MRK | MERCK & CO INC | $28.19万 | 0.18% | 2,194 | 228 | 11.6% | $2.93万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $28.34万 | 0.18% | 831 | -596 | -41.8% | -$20.32万 | 减仓 |
| QUS | SPDR SERIES TRUST | $28.35万 | 0.18% | 1,517 | -25 | -1.6% | -$4,672 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $28.85万 | 0.18% | 299 | 299 | — | $28.85万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $29.73万 | 0.19% | 6,897 | -1,449 | -17.4% | -$6.25万 | 减仓 |
| O | REALTY INCOME CORP | $30.37万 | 0.19% | 4,901 | 1,199 | 32.4% | $7.43万 | 加仓 |
| TLH | ISHARES TR | $30.68万 | 0.19% | 3,057 | 3,057 | — | $30.68万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $31.31万 | 0.20% | 1,233 | 50 | 4.2% | $1.27万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $31.39万 | 0.20% | 5,962 | 1,070 | 21.9% | $5.63万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $31.65万 | 0.20% | 10,650 | 192 | 1.8% | $5,706 | 加仓 |
| SYSB | ISHARES TR | $31.84万 | 0.20% | 3,589 | 3,589 | — | $31.84万 | 新建仓 |
| ESUM | STRATEGY SHS | $31.93万 | 0.20% | 10,422 | -47 | -0.4% | -$1,440 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $31.95万 | 0.20% | 2,022 | 167 | 9.0% | $2.64万 | 加仓 |
| IDEV | ISHARES TR | $32.11万 | 0.20% | 3,607 | -30 | -0.8% | -$2,670 | 减仓 |
| NFLX | NETFLIX INC. | $32.31万 | 0.20% | 4,525 | 593 | 15.1% | $4.23万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $32.35万 | 0.20% | 234 | -1 | -0.4% | -$1,382 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $33.25万 | 0.21% | 3,852 | -639 | -14.2% | -$5.52万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $33.52万 | 0.21% | 11,556 | -1,532 | -11.7% | -$4.44万 | 减仓 |
| ABBV | ABBVIE INC | $33.95万 | 0.21% | 1,349 | 362 | 36.7% | $9.11万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $35.26万 | 0.22% | 1,254 | 365 | 41.1% | $10.26万 | 加仓 |
| CHWY | CHEWY INC | $35.78万 | 0.22% | 18,209 | 6,403 | 54.2% | $12.58万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $35.94万 | 0.22% | 1,607 | 495 | 44.5% | $11.07万 | 加仓 |
| APP | APPLOVIN CORP | $36.22万 | 0.23% | 703 | -51 | -6.8% | -$2.63万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $36.46万 | 0.23% | 1,673 | 110 | 7.0% | $2.40万 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $37.69万 | 0.24% | 2,960 | 28 | 1.0% | $3,566 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $38.88万 | 0.24% | 521 | 152 | 41.2% | $11.34万 | 加仓 |
| QUAL | ISHARES TR | $39.45万 | 0.25% | 1,798 | -973 | -35.1% | -$21.35万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $40.21万 | 0.25% | 2,489 | -256 | -9.3% | -$4.14万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $40.31万 | 0.25% | 744 | 135 | 22.2% | $7.31万 | 加仓 |
| EFV | ISHARES TR | $40.32万 | 0.25% | 5,267 | -765 | -12.7% | -$5.86万 | 减仓 |
| PODD | INSULET CORP | $41.23万 | 0.26% | 2,708 | 1,423 | 110.7% | $21.67万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $41.26万 | 0.26% | 1,115 | 1,115 | — | $41.26万 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $41.54万 | 0.26% | 2,794 | 2,794 | — | $41.54万 | 新建仓 |
| PAYX | PAYCHEX INC | $41.81万 | 0.26% | 4,252 | 4,252 | — | $41.81万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $41.88万 | 0.26% | 7,943 | -860 | -9.8% | -$4.53万 | 减仓 |
| TOST | TOAST INC | $42.00万 | 0.26% | 15,098 | 2,844 | 23.2% | $7.91万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $42.23万 | 0.26% | 17,160 | 5,132 | 42.7% | $12.63万 | 加仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $42.25万 | 0.26% | 14,412 | 14,412 | — | $42.25万 | 新建仓 |
| ITOT | ISHARES TR | $43.18万 | 0.27% | 2,629 | -54 | -2.0% | -$8,870 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $43.79万 | 0.27% | 2,598 | 213 | 8.9% | $3.59万 | 加仓 |
| RL | RALPH LAUREN CORP | $44.48万 | 0.28% | 1,108 | 212 | 23.7% | $8.51万 | 加仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $44.87万 | 0.28% | 21,709 | 6,457 | 42.3% | $13.35万 | 加仓 |
| EXEL | EXELIXIS INC | $44.93万 | 0.28% | 8,257 | 664 | 8.7% | $3.61万 | 加仓 |
| — | FIS TR | $45.08万 | 0.28% | 18,039 | -65 | -0.4% | -$1,624 | 减仓 |
| THC | TENET HEALTHCARE CORP | $45.29万 | 0.28% | 2,421 | 1,022 | 73.1% | $19.12万 | 加仓 |
| MMSI | MERIT MED SYS INC | $45.36万 | 0.28% | 6,541 | 2,365 | 56.6% | $16.40万 | 加仓 |
| IWF | ISHARES TR | $45.36万 | 0.28% | 3,653 | 1,449 | 65.7% | $17.99万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $45.43万 | 0.28% | 8,233 | 301 | 3.8% | $1.66万 | 加仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $45.55万 | 0.28% | 24,159 | 7,497 | 45.0% | $14.14万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $45.83万 | 0.29% | 25,632 | 7,355 | 40.2% | $13.15万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $46.15万 | 0.29% | 10,312 | 3,289 | 46.8% | $14.72万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $46.24万 | 0.29% | 9,851 | 71 | 0.7% | $3,333 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $46.52万 | 0.29% | 7,887 | 435 | 5.8% | $2.57万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $47.06万 | 0.29% | 4,169 | 41 | 1.0% | $4,628 | 加仓 |