13F 机构持仓

BAM Wealth Management, LLC

LAKEWOOD CO · SEC CIK 0002093649

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.60亿2026Q2
26Q126Q2

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

BOND 4.1%
FMAY 3.5%
FJUN 3.5%
AAPL 3.0%
FAPR 2.9%
FJAN 2.8%
FFEB 2.7%
GMAY 2.7%
GJUN 2.7%
NVDA 2.4%

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 $00.00%0 -90,718-100.0% -$451.05万 清仓
FMAR FIRST TR EXCHNG TRADED FD VI $00.00%0 -92,573-100.0% -$448.89万 清仓
FNOV FIRST TR EXCHNG TRADED FD VI $00.00%0 -83,930-100.0% -$448.15万 清仓
FOCT FIRST TR EXCHNG TRADED FD VI $00.00%0 -91,964-100.0% -$438.48万 清仓
FSEP FIRST TR EXCHNG TRADED FD VI $00.00%0 -85,378-100.0% -$429.71万 清仓
INTU INTUIT $00.00%0 -1,970-100.0% -$85.18万 清仓
SHW SHERWIN WILLIAMS CO $00.00%0 -2,267-100.0% -$72.67万 清仓
ACN ACCENTURE PLC IRELAND $00.00%0 -3,570-100.0% -$70.79万 清仓
MCO MOODYS CORP $00.00%0 -1,526-100.0% -$66.57万 清仓
TMO THERMO FISHER SCIENTIFIC INC $00.00%0 -1,329-100.0% -$65.32万 清仓
HIMS HIMS & HERS HEALTH INC $00.00%0 -19,959-100.0% -$41.43万 清仓
ABT ABBOTT LABORATORIES $00.00%0 -3,150-100.0% -$32.34万 清仓
PHM PULTE GROUP INC $00.00%0 -2,684-100.0% -$31.57万 清仓
DECK DECKERS OUTDOOR CORP $00.00%0 -2,742-100.0% -$27.44万 清仓
CF CF INDUSTRIES HOLD $00.00%0 -1,848-100.0% -$23.99万 清仓
TLT ISHARES TR $00.00%0 -2,684-100.0% -$23.27万 清仓
— EXXON MOBIL CORP $00.00%0 -1,292-100.0% -$21.92万 清仓
GILD GILEAD SCIENCES INC $00.00%0 -1,529-100.0% -$21.31万 清仓
AGG ISHARES TR $00.00%0 -2,113-100.0% -$20.98万 清仓
PWR QUANTA SVCS INC $00.00%0 -377-100.0% -$20.70万 清仓
— FIRST TR EXCHNG TRADED FD VI $00.00%0 -4,808-100.0% -$20.66万 清仓
BINC BLACKROCK ETF TRUST II $00.00%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 00.0% — 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 00.0% — 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 15311.3% $2.32万 重新持有
SHYG ISHARES TR $23.65万0.15%5,576 77916.2% $3.30万 重新持有
VICI VICI PPTYS INC $24.27万0.15%9,141 1,23815.7% $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%770 669.4% $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 3035.0% $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 65820.4% $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 22811.6% $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 1,19932.4% $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%1,233 504.2% $1.27万 加仓
LYB LYONDELLBASELL INDUSTRIES NV $31.39万0.20%5,962 1,07021.9% $5.63万 加仓
BUFD FIRST TR EXCHNG TRADED FD VI $31.65万0.20%10,650 1921.8% $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 1679.0% $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 59315.1% $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 36236.7% $9.11万 加仓
IBM INTERNATIONAL BUSINESS MACHS $35.26万0.22%1,254 36541.1% $10.26万 加仓
CHWY CHEWY INC $35.78万0.22%18,209 6,40354.2% $12.58万 加仓
SPG SIMON PPTY GROUP INC NEW $35.94万0.22%1,607 49544.5% $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 1107.0% $2.40万 加仓
FYC FIRST TR EXCHANGE-TRADED ALP $37.69万0.24%2,960 281.0% $3,566 加仓
SPY STATE STR SPDR S&P 500 ETF T $38.88万0.24%521 15241.2% $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 13522.2% $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 1,423110.7% $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 2,84423.2% $7.91万 加仓
ELAN ELANCO ANIMAL HEALTH INC $42.23万0.26%17,160 5,13242.7% $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 2138.9% $3.59万 加仓
RL RALPH LAUREN CORP $44.48万0.28%1,108 21223.7% $8.51万 加仓
SCIO FIRST TR EXCHANGE-TRADED FD $44.87万0.28%21,709 6,45742.3% $13.35万 加仓
EXEL EXELIXIS INC $44.93万0.28%8,257 6648.7% $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 1,02273.1% $19.12万 加仓
MMSI MERIT MED SYS INC $45.36万0.28%6,541 2,36556.6% $16.40万 加仓
IWF ISHARES TR $45.36万0.28%3,653 1,44965.7% $17.99万 加仓
VGLT VANGUARD SCOTTSDALE FDS $45.43万0.28%8,233 3013.8% $1.66万 加仓
FSIG FIRST TR EXCHANGE-TRADED FD $45.55万0.28%24,159 7,49745.0% $14.14万 加仓
FPE FIRST TR EXCH TRADED FD III $45.83万0.29%25,632 7,35540.2% $13.15万 加仓
FTSL FIRST TR EXCHANGE-TRADED FD $46.15万0.29%10,312 3,28946.8% $14.72万 加仓
JCPB J P MORGAN EXCHANGE TRADED F $46.24万0.29%9,851 710.7% $3,333 加仓
VGIT VANGUARD SCOTTSDALE FDS $46.52万0.29%7,887 4355.8% $2.57万 加仓
XMHQ INVESCO EXCHANGE TRADED FD T $47.06万0.29%4,169 411.0% $4,628 加仓