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 |
|---|---|---|---|---|---|---|---|---|
| BOND | PIMCO ETF TR | $651.72万 | 4.08% | 70,678 | 3,503 | 5.2% | $32.30万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $562.49万 | 3.52% | 100,088 | 100,088 | — | $562.49万 | 新建仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $553.12万 | 3.46% | 92,263 | 92,263 | — | $553.12万 | 新建仓 |
| AAPL | APPLE INC | $482.55万 | 3.02% | 16,676 | 220 | 1.3% | $6.37万 | 加仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $470.20万 | 2.94% | 100,600 | 100,600 | — | $470.20万 | 新建仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $439.79万 | 2.75% | 79,832 | -11,025 | -12.1% | -$60.74万 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $433.95万 | 2.72% | 71,163 | -11,480 | -13.9% | -$70.01万 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $432.81万 | 2.71% | 100,561 | 100,561 | — | $432.81万 | 新建仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $429.63万 | 2.69% | 104,305 | 104,305 | — | $429.63万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $386.68万 | 2.42% | 19,325 | 1,937 | 11.1% | $38.76万 | 加仓 |
| PYLD | PIMCO ETF TR | $381.96万 | 2.39% | 144,027 | 4,668 | 3.3% | $12.38万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $352.28万 | 2.20% | 81,659 | 26,210 | 47.3% | $113.07万 | 加仓 |
| GOOGL | ALPHABET INC | $329.47万 | 2.06% | 9,219 | 2,865 | 45.1% | $102.39万 | 加仓 |
| MSFT | MICROSOFT CORP | $317.27万 | 1.98% | 8,505 | 556 | 7.0% | $20.74万 | 加仓 |
| AVGO | BROADCOM INC | $256.22万 | 1.60% | 6,783 | 127 | 1.9% | $4.80万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $255.87万 | 1.60% | 122,689 | 36,505 | 42.4% | $76.13万 | 加仓 |
| AMZN | AMAZON COM INC | $237.74万 | 1.49% | 9,975 | 2,742 | 37.9% | $65.35万 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $193.63万 | 1.21% | 26,870 | 5,704 | 26.9% | $41.10万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $182.81万 | 1.14% | 30,418 | 7,387 | 32.1% | $44.39万 | 加仓 |
| LLY | ELI LILLY & CO | $181.59万 | 1.14% | 1,514 | -55 | -3.5% | -$6.60万 | 减仓 |
| META | META PLATFORMS INC | $166.64万 | 1.04% | 2,958 | 829 | 38.9% | $46.70万 | 加仓 |
| IEFA | ISHARES TR | $162.21万 | 1.01% | 16,795 | 4,470 | 36.3% | $43.17万 | 加仓 |
| PMBS | PIMCO ETF TR | $156.73万 | 0.98% | 31,740 | 1,547 | 5.1% | $7.64万 | 加仓 |
| MUNI | PIMCO ETF TR | $156.56万 | 0.98% | 29,765 | 10,589 | 55.2% | $55.70万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $151.51万 | 0.95% | 18,331 | 645 | 3.6% | $5.33万 | 加仓 |
| V | VISA INC | $147.27万 | 0.92% | 4,293 | 1,180 | 37.9% | $40.48万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $140.05万 | 0.88% | 18,260 | 323 | 1.8% | $2.48万 | 加仓 |
| MINO | PIMCO ETF TR | $128.61万 | 0.80% | 28,105 | 10,310 | 57.9% | $47.18万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $124.08万 | 0.78% | 2,136 | 766 | 55.9% | $44.50万 | 加仓 |
| GOOG | ALPHABET INC | $120.17万 | 0.75% | 3,401 | 2,362 | 227.3% | $83.46万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $119.15万 | 0.75% | 17,519 | 105 | 0.6% | $7,141 | 加仓 |
| KLAC | KLA CORP | $112.30万 | 0.70% | 3,722 | 3,398 | 1,048.8% | $102.52万 | 重新持有 |
| AMAT | APPLIED MATLS INC | $108.23万 | 0.68% | 1,497 | -1,125 | -42.9% | -$81.34万 | 减仓 |
| CORP | PIMCO ETF TR | $105.63万 | 0.66% | 10,901 | -988 | -8.3% | -$9.57万 | 减仓 |
| APH | AMPHENOL CORP | $103.11万 | 0.65% | 5,848 | -474 | -7.5% | -$8.36万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $102.58万 | 0.64% | 13,973 | 1,878 | 15.5% | $13.79万 | 加仓 |
| IVW | ISHARES TR | $96.24万 | 0.60% | 6,998 | 578 | 9.0% | $7.95万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $96.11万 | 0.60% | 23,299 | -2,749 | -10.6% | -$11.34万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $95.41万 | 0.60% | 19,166 | 5,195 | 37.2% | $25.86万 | 加仓 |
| ICSH | ISHARES TR | $93.69万 | 0.59% | 18,523 | 989 | 5.6% | $5.00万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $92.86万 | 0.58% | 9,624 | -2,350 | -19.6% | -$22.68万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $92.61万 | 0.58% | 990 | 700 | 241.4% | $65.48万 | 加仓 |
| GE | GE AEROSPACE | $92.06万 | 0.58% | 2,463 | -25 | -1.0% | -$9,345 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $91.58万 | 0.57% | 22,529 | 6,073 | 36.9% | $24.69万 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $91.39万 | 0.57% | 44,128 | 13,675 | 44.9% | $28.32万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $91.28万 | 0.57% | 20,931 | 6,027 | 40.4% | $26.28万 | 加仓 |
| — | ADVISORSHARES TR | $90.87万 | 0.57% | 17,293 | 678 | 4.1% | $3.56万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $87.18万 | 0.55% | 6,471 | -649 | -9.1% | -$8.74万 | 减仓 |
| WMT | WALMART INC | $86.37万 | 0.54% | 7,626 | -9,730 | -56.1% | -$110.20万 | 减仓 |
| SMLF | ISHARES TR | $84.88万 | 0.53% | 9,522 | 87 | 0.9% | $7,755 | 加仓 |
| — | FIS TR | $83.88万 | 0.52% | 22,563 | -101 | -0.4% | -$3,755 | 减仓 |
| EME | EMCOR GROUP INC | $82.16万 | 0.51% | 990 | 990 | — | $82.16万 | 新建仓 |
| TRGP | TARGA RES CORP | $80.74万 | 0.51% | 3,011 | -905 | -23.1% | -$24.27万 | 减仓 |
| CTAS | CINTAS CORP | $78.01万 | 0.49% | 4,587 | 723 | 18.7% | $12.30万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $75.87万 | 0.47% | 2,822 | 2,822 | — | $75.87万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $75.78万 | 0.47% | 8,706 | -2,777 | -24.2% | -$24.17万 | 减仓 |
| TSLA | TESLA INC | $75.62万 | 0.47% | 1,798 | 305 | 20.4% | $12.83万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $74.46万 | 0.47% | 1,516 | -354 | -18.9% | -$17.39万 | 减仓 |
| WAB | WABTEC | $74.41万 | 0.47% | 2,760 | -794 | -22.3% | -$21.41万 | 减仓 |
| WRB | BERKLEY W R CORP | $73.86万 | 0.46% | 10,472 | 10,472 | — | $73.86万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $72.95万 | 0.46% | 15,062 | 931 | 6.6% | $4.51万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $72.38万 | 0.45% | 1,409 | -169 | -10.7% | -$8.68万 | 减仓 |
| IVE | ISHARES TR | $70.41万 | 0.44% | 3,101 | -585 | -15.9% | -$13.28万 | 减仓 |
| FFSM | FIDELITY COVINGTON TRUST | $68.79万 | 0.43% | 18,002 | 171 | 1.0% | $6,534 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $68.19万 | 0.43% | 3,798 | 250 | 7.0% | $4.49万 | 加仓 |
| MO | ALTRIA GROUP INC | $67.47万 | 0.42% | 9,377 | 1,226 | 15.0% | $8.82万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $67.45万 | 0.42% | 12,607 | 3,151 | 33.3% | $16.86万 | 加仓 |
| MCK | MCKESSON CORP | $66.95万 | 0.42% | 886 | -36 | -3.9% | -$2.72万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $64.96万 | 0.41% | 4,430 | 35 | 0.8% | $5,132 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $63.74万 | 0.40% | 29,786 | 9,295 | 45.4% | $19.89万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $63.39万 | 0.40% | 13,541 | 783 | 6.1% | $3.67万 | 加仓 |
| CVX | CHEVRON CORPORATION | $61.38万 | 0.38% | 3,703 | 3,703 | — | $61.38万 | 新建仓 |
| MSCI | MSCI INC | $61.27万 | 0.38% | 1,094 | -97 | -8.1% | -$5.43万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $59.52万 | 0.37% | 6,773 | 6,773 | — | $59.52万 | 新建仓 |
| HYS | PIMCO ETF TR | $58.77万 | 0.37% | 6,284 | 119 | 1.9% | $1.11万 | 加仓 |
| MGC | VANGUARD WORLD FD | $58.50万 | 0.37% | 2,138 | -30 | -1.4% | -$8,209 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $55.73万 | 0.35% | 15,227 | 5,217 | 52.1% | $19.09万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $54.60万 | 0.34% | 11,126 | 4,287 | 62.7% | $21.04万 | 加仓 |
| GOVT | ISHARES TR | $53.98万 | 0.34% | 23,694 | 14,493 | 157.5% | $33.02万 | 加仓 |
| FLEX | FLEX LTD | $52.95万 | 0.33% | 3,267 | -2,090 | -39.0% | -$33.87万 | 减仓 |
| IUSB | ISHARES TR | $51.96万 | 0.33% | 11,258 | 4,648 | 70.3% | $21.45万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $51.58万 | 0.32% | 447 | -340 | -43.2% | -$39.23万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $49.88万 | 0.31% | 3,998 | -218 | -5.2% | -$2.72万 | 减仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $49.30万 | 0.31% | 3,371 | 32 | 1.0% | $4,680 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $48.33万 | 0.30% | 6,175 | 1,691 | 37.7% | $13.24万 | 加仓 |
| MS | MORGAN STANLEY | $48.04万 | 0.30% | 2,298 | 506 | 28.2% | $10.58万 | 加仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $47.25万 | 0.30% | 16,169 | 4,799 | 42.2% | $14.02万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $47.08万 | 0.29% | 4,141 | 778 | 23.1% | $8.85万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $47.06万 | 0.29% | 4,169 | 41 | 1.0% | $4,628 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $46.52万 | 0.29% | 7,887 | 435 | 5.8% | $2.57万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $46.24万 | 0.29% | 9,851 | 71 | 0.7% | $3,333 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $46.15万 | 0.29% | 10,312 | 3,289 | 46.8% | $14.72万 | 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 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $45.55万 | 0.28% | 24,159 | 7,497 | 45.0% | $14.14万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $45.43万 | 0.28% | 8,233 | 301 | 3.8% | $1.66万 | 加仓 |
| IWF | ISHARES TR | $45.36万 | 0.28% | 3,653 | 1,449 | 65.7% | $17.99万 | 加仓 |
| MMSI | MERIT MED SYS INC | $45.36万 | 0.28% | 6,541 | 2,365 | 56.6% | $16.40万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $45.29万 | 0.28% | 2,421 | 1,022 | 73.1% | $19.12万 | 加仓 |
| — | FIS TR | $45.08万 | 0.28% | 18,039 | -65 | -0.4% | -$1,624 | 减仓 |
| EXEL | EXELIXIS INC | $44.93万 | 0.28% | 8,257 | 664 | 8.7% | $3.61万 | 加仓 |