BAM Wealth Management, LLC
LAKEWOOD CO · SEC CIK 0002093649
$1.34亿2026Q1 申报市值
158持仓数
33.9%前十大占比 · 第一大 4.6%
25 / 25新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FMAR 新建仓+$448.89万
TRGP 新建仓+$98.19万
WMT 加仓+$78.63万
TT 新建仓+$77.93万
FTCB 加仓+$72.58万
2026Q1 卖出最多 按季末市值估算
FAUG 清仓-$471.22万
FJUL 清仓-$447.95万
GDEC 清仓-$424.32万
UNH 清仓-$91.44万
ODFL 清仓-$91.37万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| FAUG | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -88,993 | -100.0% | -$471.22万 | 清仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -80,111 | -100.0% | -$447.95万 | 清仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -112,195 | -100.0% | -$424.32万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -2,770 | -100.0% | -$91.44万 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $0 | 0.00% | 0 | -5,827 | -100.0% | -$91.37万 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | -13,972 | -100.0% | -$73.83万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -1,583 | -100.0% | -$65.98万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -4,087 | -100.0% | -$49.12万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -1,384 | -100.0% | -$47.47万 | 清仓 |
| KLAC | KLA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWR | ISHARES TR | $0 | 0.00% | 0 | -3,399 | -100.0% | -$32.72万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -3,258 | -100.0% | -$31.37万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC N | $0 | 0.00% | 0 | -1,492 | -100.0% | -$31.15万 | 清仓 |
| SPSB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -9,587 | -100.0% | -$28.95万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -476 | -100.0% | -$26.73万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -322 | -100.0% | -$26.06万 | 清仓 |
| — | NEOS ETF TRUST | $0 | 0.00% | 0 | -8,557 | -100.0% | -$25.70万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -9,789 | -100.0% | -$25.34万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -686 | -100.0% | -$24.11万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -485 | -100.0% | -$22.73万 | 清仓 |
| EFG | ISHARES TR | $0 | 0.00% | 0 | -1,937 | -100.0% | -$22.07万 | 清仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -2,300 | -100.0% | -$21.34万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -434 | -100.0% | -$21.17万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -371 | -100.0% | -$21.01万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -6,977 | -100.0% | -$20.85万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -8,372 | -100.0% | -$20.85万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHYG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BAUG | INNOVATOR ETFS TRUST | $20.06万 | 0.15% | 4,107 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $20.14万 | 0.15% | 2,201 | -201 | -8.4% | -$1.84万 | 重新持有 |
| BINC | BLACKROCK ETF TRUST II | $20.32万 | 0.15% | 3,913 | -572 | -12.8% | -$2.97万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.66万 | 0.15% | 4,808 | 4,808 | — | $20.66万 | 新建仓 |
| PWR | QUANTA SVCS INC | $20.70万 | 0.15% | 377 | -123 | -24.6% | -$6.75万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $20.71万 | 0.15% | 704 | -58 | -7.6% | -$1.71万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $20.74万 | 0.16% | 1,112 | -14 | -1.2% | -$2,611 | 减仓 |
| DTCR | GLOBAL X FDS | $20.83万 | 0.16% | 8,692 | -2,726 | -23.9% | -$6.53万 | 重新持有 |
| AGG | ISHARES TR | $20.98万 | 0.16% | 2,113 | -1,120 | -34.6% | -$11.12万 | 减仓 |
| GOVT | ISHARES TR | $21.08万 | 0.16% | 9,201 | 9,201 | — | $21.08万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $21.31万 | 0.16% | 1,529 | 1,529 | — | $21.31万 | 新建仓 |
| IVLU | ISHARES TR | $21.33万 | 0.16% | 5,375 | -13 | -0.2% | -$516 | 减仓 |
| ABBV | ABBVIE INC | $21.47万 | 0.16% | 987 | 53 | 5.7% | $1.15万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.55万 | 0.16% | 889 | 133 | 17.6% | $3.22万 | 加仓 |
| VICI | VICI PPTYS INC | $21.59万 | 0.16% | 7,903 | 3 | 0.0% | $82 | 加仓 |
| — | EXXON MOBIL CORP | $21.92万 | 0.16% | 1,292 | 1,292 | — | $21.92万 | 新建仓 |
| O | REALTY INCOME CORP | $22.65万 | 0.17% | 3,702 | 3,702 | — | $22.65万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $22.88万 | 0.17% | 1,427 | -1,568 | -52.4% | -$25.14万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $23.24万 | 0.17% | 3,231 | -75 | -2.3% | -$5,395 | 减仓 |
| TLT | ISHARES TR | $23.27万 | 0.17% | 2,684 | 19 | 0.7% | $1,647 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $23.37万 | 0.17% | 3,086 | -392 | -11.3% | -$2.97万 | 减仓 |
| IWF | ISHARES TR | $23.49万 | 0.18% | 551 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $23.65万 | 0.18% | 1,966 | -293 | -13.0% | -$3.52万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $23.97万 | 0.18% | 369 | 27 | 7.9% | $1.75万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $23.99万 | 0.18% | 1,848 | 1,848 | — | $23.99万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $25.69万 | 0.19% | 235 | -64 | -21.4% | -$7.00万 | 减仓 |
| IAU | ISHARES GOLD TR | $26.29万 | 0.20% | 2,982 | -1,227 | -29.2% | -$10.82万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $26.40万 | 0.20% | 1,399 | -299 | -17.6% | -$5.64万 | 减仓 |
| QUS | SPDR SERIES TRUST | $26.47万 | 0.20% | 1,542 | -197 | -11.3% | -$3.38万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $26.58万 | 0.20% | 787 | -772 | -49.5% | -$26.08万 | 减仓 |
| PODD | INSULET CORP | $26.96万 | 0.20% | 1,285 | 260 | 25.4% | $5.46万 | 加仓 |
| ESUM | STRATEGY SHS | $27.41万 | 0.20% | 10,469 | 10,469 | — | $27.41万 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $27.44万 | 0.21% | 2,742 | -1,312 | -32.4% | -$13.13万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $27.47万 | 0.21% | 1,855 | 50 | 2.8% | $7,405 | 加仓 |
| IEI | ISHARES TR | $27.86万 | 0.21% | 2,349 | 240 | 11.4% | $2.85万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $27.87万 | 0.21% | 1,370 | 22 | 1.6% | $4,475 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $28.43万 | 0.21% | 2,932 | 2,932 | — | $28.43万 | 新建仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $28.78万 | 0.22% | 12,028 | -2,404 | -16.7% | -$5.75万 | 减仓 |
| MMSI | MERIT MED SYS INC | $28.79万 | 0.22% | 4,176 | 427 | 11.4% | $2.94万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $28.90万 | 0.22% | 290 | -25 | -7.9% | -$2.49万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $28.92万 | 0.22% | 1,183 | -16 | -1.3% | -$3,911 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $28.98万 | 0.22% | 4,484 | 4,484 | — | $28.98万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $29.01万 | 0.22% | 8,803 | 761 | 9.5% | $2.51万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $29.28万 | 0.22% | 10,458 | -269 | -2.5% | -$7,532 | 减仓 |
| MS | MORGAN STANLEY | $29.49万 | 0.22% | 1,792 | 660 | 58.3% | $10.86万 | 加仓 |
| GOOG | ALPHABET INC | $29.80万 | 0.22% | 1,039 | 1,039 | — | $29.80万 | 新建仓 |
| APP | APPLOVIN CORP | $30.01万 | 0.22% | 754 | 112 | 17.4% | $4.46万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $30.23万 | 0.23% | 8,346 | 775 | 10.2% | $2.81万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $30.31万 | 0.23% | 3,363 | 18 | 0.5% | $1,623 | 加仓 |
| IDEV | ISHARES TR | $30.39万 | 0.23% | 3,637 | -223 | -5.8% | -$1.86万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $30.40万 | 0.23% | 6,055 | -1,504 | -19.9% | -$7.55万 | 减仓 |
| IUSB | ISHARES TR | $30.53万 | 0.23% | 6,610 | -785 | -10.6% | -$3.63万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $30.67万 | 0.23% | 1,563 | -24 | -1.5% | -$4,709 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $30.77万 | 0.23% | 2,745 | 234 | 9.3% | $2.62万 | 加仓 |
| RL | RALPH LAUREN CORP | $30.82万 | 0.23% | 896 | -148 | -14.2% | -$5.09万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $31.42万 | 0.23% | 2,385 | 42 | 1.8% | $5,533 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $31.46万 | 0.24% | 7,023 | 7,023 | — | $31.46万 | 新建仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $31.48万 | 0.24% | 15,252 | 15,252 | — | $31.48万 | 新建仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $31.56万 | 0.24% | 16,662 | 5,473 | 48.9% | $10.37万 | 加仓 |
| PHM | PULTE GROUP INC | $31.57万 | 0.24% | 2,684 | -450 | -14.4% | -$5.29万 | 减仓 |
| CHWY | CHEWY INC | $31.88万 | 0.24% | 11,806 | 1,849 | 18.6% | $4.99万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $32.19万 | 0.24% | 10,010 | 10,010 | — | $32.19万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $32.34万 | 0.24% | 3,150 | -157 | -4.7% | -$1.61万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $32.44万 | 0.24% | 18,277 | 661 | 3.8% | $1.17万 | 加仓 |
| TOST | TOAST INC | $32.49万 | 0.24% | 12,254 | 12,254 | — | $32.49万 | 新建仓 |
| EXEL | EXELIXIS INC | $32.57万 | 0.24% | 7,593 | -1,355 | -15.1% | -$5.81万 | 减仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $32.67万 | 0.24% | 11,370 | 4,137 | 57.2% | $11.89万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $33.83万 | 0.25% | 6,839 | 119 | 1.8% | $5,886 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $35.07万 | 0.26% | 5,357 | -323 | -5.7% | -$2.11万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $36.10万 | 0.27% | 4,491 | 421 | 10.3% | $3.38万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $36.11万 | 0.27% | 609 | -277 | -31.3% | -$16.43万 | 减仓 |