Bucket List Wealth Management, LLC
The Villages FL · SEC CIK 0002133435
$2.03亿2026Q2 申报市值
63持仓数
72.4%前十大占比 · 第一大 13.7%
4 / 1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
PVAL 加仓+$905.36万
REGL 加仓+$307.34万
IDMO 加仓+$231.25万
VTI 加仓+$188.83万
AVUV 加仓+$175.73万
2026Q2 卖出最多 按季末市值估算
SPYV 减仓-$442.02万
IWR 减仓-$320.17万
MGK 减仓-$76.92万
NVDA 重新持有-$62.12万
SPYG 减仓-$55.60万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC | $0 | 0.00% | 0 | -9,378 | -100.0% | -$27.19万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $20.49万 | 0.10% | 429 | 429 | — | $20.49万 | 新建仓 |
| V | VISA INC | $20.99万 | 0.10% | 612 | -149 | -19.6% | -$5.11万 | 重新持有 |
| KO | COCA COLA CO | $21.68万 | 0.11% | 2,667 | -1,427 | -34.9% | -$11.60万 | 重新持有 |
| IJH | ISHARES TR | $22.62万 | 0.11% | 2,934 | 2,934 | — | $22.62万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $23.00万 | 0.11% | 883 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $24.03万 | 0.12% | 3,372 | 1 | 0.0% | $71 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $24.35万 | 0.12% | 8,410 | 22 | 0.3% | $637 | 加仓 |
| IWF | ISHARES TR | $24.59万 | 0.12% | 1,980 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $24.78万 | 0.12% | 440 | 24 | 5.8% | $1.35万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $25.43万 | 0.13% | 801 | 1 | 0.1% | $317 | 加仓 |
| — | WISDOMTREE TR | $26.19万 | 0.13% | 11,582 | -1,819 | -13.6% | -$4.11万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $26.70万 | 0.13% | 1,129 | 1 | 0.1% | $237 | 加仓 |
| LQD | ISHARES TR | $27.19万 | 0.13% | 2,493 | 635 | 34.2% | $6.93万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $27.36万 | 0.13% | 1,367 | -3,104 | -69.4% | -$62.12万 | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $27.52万 | 0.14% | 550 | -126 | -18.6% | -$6.30万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $28.37万 | 0.14% | 3,294 | 42 | 1.3% | $3,618 | 加仓 |
| VXF | VANGUARD INDEX FDS | $29.06万 | 0.14% | 1,180 | 2 | 0.2% | $493 | 加仓 |
| GOOGL | ALPHABET INC | $30.67万 | 0.15% | 858 | 133 | 18.3% | $4.75万 | 加仓 |
| LLY | ELI LILLY & CO | $33.49万 | 0.16% | 279 | -60 | -17.7% | -$7.20万 | 减仓 |
| SO | SOUTHERN CO | $33.65万 | 0.17% | 3,516 | 3,516 | — | $33.65万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $33.66万 | 0.17% | 7,951 | 28 | 0.4% | $1,185 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $35.25万 | 0.17% | 472 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $37.62万 | 0.19% | 1,007 | -92 | -8.4% | -$3.44万 | 减仓 |
| MSFT | MICROSOFT CORP | $37.80万 | 0.19% | 1,013 | 181 | 21.8% | $6.75万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $39.94万 | 0.20% | 414 | 414 | — | $39.94万 | 新建仓 |
| IVV | ISHARES TR | $41.89万 | 0.21% | 559 | 4 | 0.7% | $2,998 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $45.81万 | 0.23% | 1,629 | 60 | 3.8% | $1.69万 | 加仓 |
| PFE | PFIZER INC | $47.04万 | 0.23% | 19,535 | 311 | 1.6% | $7,489 | 加仓 |
| CSX | CSX CORP | $48.99万 | 0.24% | 10,307 | 155 | 1.5% | $7,367 | 加仓 |
| AMZN | AMAZON COM INC | $49.26万 | 0.24% | 2,067 | 220 | 11.9% | $5.24万 | 加仓 |
| TSLA | TESLA INC | $58.46万 | 0.29% | 1,390 | -480 | -25.7% | -$20.19万 | 减仓 |
| SLV | ISHARES SILVER TR | $64.18万 | 0.32% | 12,003 | 994 | 9.0% | $5.31万 | 加仓 |
| STIP | ISHARES TR | $65.93万 | 0.32% | 6,453 | -522 | -7.5% | -$5.33万 | 减仓 |
| IYR | ISHARES TR | $66.00万 | 0.33% | 6,455 | 34 | 0.5% | $3,477 | 加仓 |
| MTUM | ISHARES TR | $80.19万 | 0.40% | 2,339 | 605 | 34.9% | $20.74万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $91.41万 | 0.45% | 9,480 | 14 | 0.1% | $1,350 | 加仓 |
| XSVN | BONDBLOXX ETF TRUST | $94.99万 | 0.47% | 20,095 | -3,071 | -13.3% | -$14.52万 | 减仓 |
| GLD | SPDR GOLD TR | $95.34万 | 0.47% | 2,588 | -83 | -3.1% | -$3.06万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $121.45万 | 0.60% | 24,055 | -2,608 | -9.8% | -$13.17万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $140.79万 | 0.69% | 19,179 | -4,912 | -20.4% | -$36.06万 | 减仓 |
| IVW | ISHARES TR | $159.95万 | 0.79% | 11,630 | -63 | -0.5% | -$8,664 | 减仓 |
| IJR | ISHARES TR | $162.23万 | 0.80% | 10,939 | -113 | -1.0% | -$1.68万 | 减仓 |
| ACWI | ISHARES TR | $168.37万 | 0.83% | 10,726 | -74 | -0.7% | -$1.16万 | 减仓 |
| SHY | ISHARES TR | $172.60万 | 0.85% | 21,020 | 1,292 | 6.5% | $10.61万 | 加仓 |
| AAPL | APPLE INC | $175.49万 | 0.86% | 6,065 | 114 | 1.9% | $3.30万 | 加仓 |
| MGK | VANGUARD WORLD FD | $228.09万 | 1.12% | 25,945 | -8,750 | -25.2% | -$76.92万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $273.04万 | 1.35% | 3,975 | 10 | 0.3% | $6,869 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $364.06万 | 1.79% | 94,341 | 7,986 | 9.2% | $30.82万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $364.82万 | 1.80% | 19,149 | 365 | 1.9% | $6.95万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $388.39万 | 1.91% | 85,379 | 15,375 | 22.0% | $69.94万 | 加仓 |
| NLR | VANECK ETF TRUST | $421.54万 | 2.08% | 36,346 | 12,605 | 53.1% | $146.19万 | 加仓 |
| IWR | ISHARES TR | $437.18万 | 2.15% | 39,629 | -29,022 | -42.3% | -$320.17万 | 减仓 |
| DIVN | HORIZON FDS | $468.95万 | 2.31% | 159,559 | 50,680 | 46.5% | $148.95万 | 加仓 |
| THIR | THOR FINL TECHNOLOGIES TR | $493.73万 | 2.43% | 143,111 | 44,772 | 45.5% | $154.46万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $552.33万 | 2.72% | 90,859 | -72,712 | -44.5% | -$442.02万 | 减仓 |
| QQQ | INVESCO QQQ TR | $632.35万 | 3.12% | 8,587 | -666 | -7.2% | -$49.04万 | 减仓 |
| REGL | PROSHARES TR | $1,002.50万 | 4.94% | 109,479 | 33,564 | 44.2% | $307.34万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $1,526.69万 | 7.52% | 253,224 | 38,357 | 17.9% | $231.25万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,554.45万 | 7.66% | 130,637 | -4,673 | -3.5% | -$55.60万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,743.23万 | 8.59% | 57,538 | 1,858 | 3.3% | $56.29万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,751.06万 | 8.63% | 140,354 | 14,085 | 11.2% | $175.73万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $2,665.86万 | 13.13% | 523,231 | 177,695 | 51.4% | $905.36万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,773.57万 | 13.66% | 74,953 | 5,103 | 7.3% | $188.83万 | 加仓 |