Bucket List Wealth Management, LLC
The Villages FL · SEC CIK 0002133435
$1.66亿2026Q1 申报市值
57持仓数
71.3%前十大占比 · 第一大 13.5%
11 / 14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
PVAL 新建仓+$1,603.29万
REGL 新建仓+$655.98万
FBND 新建仓+$319.36万
NLR 新建仓+$316.21万
DIVN 新建仓+$309.39万
2026Q1 卖出最多 按季末市值估算
SPYV 减仓-$1,063.42万
IWR 减仓-$956.23万
QQQM 减仓-$198.22万
BND 减仓-$170.87万
SPYG 减仓-$145.45万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $2,240.86万 | 13.49% | 69,850 | 1,568 | 2.3% | $50.30万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $1,603.29万 | 9.65% | 345,536 | 345,536 | — | $1,603.29万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,394.90万 | 8.40% | 126,269 | 5,172 | 4.3% | $57.14万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,324.82万 | 7.98% | 135,310 | -14,855 | -9.9% | -$145.45万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,323.06万 | 7.97% | 55,680 | -8,342 | -13.0% | -$198.22万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $1,178.33万 | 7.09% | 214,867 | 24,951 | 13.1% | $136.83万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $925.49万 | 5.57% | 163,571 | -187,949 | -53.5% | -$1,063.42万 | 减仓 |
| IWR | ISHARES TR | $667.50万 | 4.02% | 68,651 | -98,347 | -58.9% | -$956.23万 | 减仓 |
| REGL | PROSHARES TR | $655.98万 | 3.95% | 75,915 | 75,915 | — | $655.98万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $534.07万 | 3.22% | 9,253 | -973 | -9.5% | -$56.16万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $389.03万 | 2.34% | 86,355 | 4,436 | 5.4% | $19.98万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $319.36万 | 1.92% | 70,004 | 70,004 | — | $319.36万 | 新建仓 |
| NLR | VANECK ETF TRUST | $316.21万 | 1.90% | 23,741 | 23,741 | — | $316.21万 | 新建仓 |
| DIVN | HORIZON FDS | $309.39万 | 1.86% | 108,879 | 108,879 | — | $309.39万 | 新建仓 |
| THIR | THOR FINL TECHNOLOGIES TR | $304.96万 | 1.84% | 98,339 | 98,339 | — | $304.96万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $254.97万 | 1.54% | 6,939 | -259 | -3.6% | -$9.52万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $249.63万 | 1.50% | 18,784 | -467 | -2.4% | -$6.21万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $236.90万 | 1.43% | 3,965 | 13 | 0.3% | $7,767 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $177.41万 | 1.07% | 24,091 | -23,203 | -49.1% | -$170.87万 | 减仓 |
| SHY | ISHARES TR | $162.89万 | 0.98% | 19,728 | 7,662 | 63.5% | $63.27万 | 加仓 |
| AAPL | APPLE INC | $151.02万 | 0.91% | 5,951 | -4,458 | -42.8% | -$113.13万 | 减仓 |
| ACWI | ISHARES TR | $149.45万 | 0.90% | 10,800 | -5,204 | -32.5% | -$72.01万 | 减仓 |
| IJR | ISHARES TR | $137.39万 | 0.83% | 11,052 | -2,870 | -20.6% | -$35.68万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $134.30万 | 0.81% | 26,663 | -17,779 | -40.0% | -$89.55万 | 减仓 |
| IVW | ISHARES TR | $132.26万 | 0.80% | 11,693 | -613 | -5.0% | -$6.93万 | 减仓 |
| GLD | SPDR GOLD TR | $114.93万 | 0.69% | 2,671 | -172 | -6.0% | -$7.40万 | 减仓 |
| XSVN | BONDBLOXX ETF TRUST | $110.55万 | 0.67% | 23,166 | -25,206 | -52.1% | -$120.28万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $83.96万 | 0.51% | 9,466 | 45 | 0.5% | $3,992 | 加仓 |
| SLV | ISHARES SILVER TR | $75.02万 | 0.45% | 11,009 | -4,250 | -27.9% | -$28.96万 | 减仓 |
| STIP | ISHARES TR | $72.14万 | 0.43% | 6,975 | 232 | 3.4% | $2.40万 | 加仓 |
| TSLA | TESLA INC | $69.52万 | 0.42% | 1,870 | 24 | 1.3% | $8,922 | 加仓 |
| IYR | ISHARES TR | $60.72万 | 0.37% | 6,421 | 68 | 1.1% | $6,431 | 加仓 |
| PFE | PFIZER INC | $53.98万 | 0.33% | 19,224 | -651 | -3.3% | -$1.83万 | 减仓 |
| CSX | CSX CORP | $41.68万 | 0.25% | 10,152 | -73 | -0.7% | -$2,997 | 减仓 |
| MTUM | ISHARES TR | $41.61万 | 0.25% | 1,734 | 5 | 0.3% | $1,200 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $39.77万 | 0.24% | 7,923 | -375 | -4.5% | -$1.88万 | 减仓 |
| AMZN | AMAZON COM INC | $38.47万 | 0.23% | 1,847 | -94 | -4.8% | -$1.96万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $38.02万 | 0.23% | 1,569 | -167 | -9.6% | -$4.05万 | 减仓 |
| IVV | ISHARES TR | $36.26万 | 0.22% | 555 | 555 | — | $36.26万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $32.39万 | 0.20% | 676 | -35 | -4.9% | -$1.68万 | 减仓 |
| LLY | ELI LILLY & CO | $31.20万 | 0.19% | 339 | -8 | -2.3% | -$7,363 | 减仓 |
| GE | GE AEROSPACE | $31.20万 | 0.19% | 1,099 | 1,099 | — | $31.20万 | 新建仓 |
| MSFT | MICROSOFT CORP | $30.81万 | 0.19% | 832 | -606 | -42.1% | -$22.44万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $30.70万 | 0.18% | 472 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $30.22万 | 0.18% | 13,401 | -3,779 | -22.0% | -$8.52万 | 减仓 |
| T | AT&T INC | $27.19万 | 0.16% | 9,378 | -3,912 | -29.4% | -$11.34万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $24.26万 | 0.15% | 1,128 | 128 | 12.8% | $2.75万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $24.25万 | 0.15% | 1,178 | -131 | -10.0% | -$2.70万 | 减仓 |
| META | META PLATFORMS INC | $23.78万 | 0.14% | 416 | 43 | 11.5% | $2.46万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $23.65万 | 0.14% | 542 | -520 | -49.0% | -$22.69万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $22.02万 | 0.13% | 800 | 800 | — | $22.02万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $21.82万 | 0.13% | 883 | 883 | — | $21.82万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $21.60万 | 0.13% | 3,371 | 3,371 | — | $21.60万 | 新建仓 |
| IWF | ISHARES TR | $21.11万 | 0.13% | 495 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $21.05万 | 0.13% | 8,388 | 24 | 0.3% | $602 | 加仓 |
| GOOGL | ALPHABET INC | $20.85万 | 0.13% | 725 | 83 | 12.9% | $2.39万 | 加仓 |
| LQD | ISHARES TR | $20.25万 | 0.12% | 1,858 | -26 | -1.4% | -$2,834 | 减仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -4,939 | -100.0% | -$59.44万 | 清仓 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | -1,538 | -100.0% | -$49.58万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -4,211 | -100.0% | -$46.93万 | 清仓 |
| UPS | UNITED PARCEL SERVICE INC | $0 | 0.00% | 0 | -4,055 | -100.0% | -$40.23万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -1,201 | -100.0% | -$36.76万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,599 | -100.0% | -$31.18万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -1,879 | -100.0% | -$26.94万 | 清仓 |
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | -1,644 | -100.0% | -$26.86万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -744 | -100.0% | -$25.76万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,787 | -100.0% | -$25.67万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,134 | -100.0% | -$25.31万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -727 | -100.0% | -$25.05万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -5,514 | -100.0% | -$20.35万 | 清仓 |
| — | WESTPORT FUEL SYSTEMS INC | $0 | 0.00% | 0 | -22,200 | -100.0% | -$3.49万 | 清仓 |