Bellars Harris Wealth Management, LLC
VIRGINIA BEACH VA · SEC CIK 0002136908
$4.91亿2026Q2 申报市值
96持仓数
24.2%前十大占比 · 第一大 3.0%
0 / 0新建仓 / 清仓
26Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
本季没有买入
2026Q2 卖出最多 按季末市值估算
本季没有卖出
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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INCORPORATED | $1,474.35万 | 3.00% | 13,845 | — | — | — | — |
| BALT | INNOVATOR DEFINED WEALTH SHLD ETF | $1,461.05万 | 2.97% | 426,335 | — | — | — | — |
| CSCO | CISCO SYSTEMS INCORPORATED | $1,325.55万 | 2.70% | 112,851 | — | — | — | — |
| JPM | JPMORGAN CHASE & COMPANY | $1,303.32万 | 2.65% | 39,817 | — | — | — | — |
| JCI | JOHNSON CONTROLS INTERNATION SHS (IRELAND) | $1,105.16万 | 2.25% | 75,639 | — | — | — | — |
| WELL | WELLTOWER INCORPORATED REIT | $1,061.99万 | 2.16% | 46,790 | — | — | — | — |
| WMB | WILLIAMS COMPANIES INCORPORATED | $1,056.97万 | 2.15% | 142,181 | — | — | — | — |
| AEP | AMERICAN ELEC PWR COMPANY INCORPORATED | $1,037.67万 | 2.11% | 75,847 | — | — | — | — |
| BNY | BANK OF NY MELLON CORPORATION | $1,032.43万 | 2.10% | 71,394 | — | — | — | — |
| MRK | MERCK & COMPANY INCORPORATED | $1,026.03万 | 2.09% | 79,847 | — | — | — | — |
| NI | NISOURCE INCORPORATED | $993.93万 | 2.02% | 209,027 | — | — | — | — |
| AVGO | BROADCOM INCORPORATED | $981.77万 | 2.00% | 25,990 | — | — | — | — |
| CMI | CUMMINS INCORPORATED | $970.61万 | 1.98% | 13,609 | — | — | — | — |
| L | LOEWS CORPORATION | $941.33万 | 1.92% | 83,149 | — | — | — | — |
| DUK | DUKE ENERGY CORPORATION NEW COM NEW | $933.41万 | 1.90% | 73,740 | — | — | — | — |
| CTRE | CARETRUST REIT INCORPORATED REIT | $933.35万 | 1.90% | 231,313 | — | — | — | — |
| PH | PARKER-HANNIFIN CORPORATION | $928.15万 | 1.89% | 9,489 | — | — | — | — |
| NWG | NATWEST GROUP PLC SPONS ADR (UNITED KINGDOM) | $923.65万 | 1.88% | 523,908 | — | — | — | — |
| FIX | COMFORT SYSTEMS USA INCORPORATED | $922.60万 | 1.88% | 4,655 | — | — | — | — |
| SNA | SNAP ON INCORPORATED | $914.67万 | 1.86% | 22,730 | — | — | — | — |
| MLI | MUELLER INDUSTRIES INCORPORATED | $887.65万 | 1.81% | 72,208 | — | — | — | — |
| WMT | WALMART INC | $876.20万 | 1.78% | 77,362 | — | — | — | — |
| RTX | RTX CORPORATION | $874.13万 | 1.78% | 46,072 | — | — | — | — |
| MU | MICRON TECHNOLOGY INCORPORATED | $869.76万 | 1.77% | 7,535 | — | — | — | — |
| HIG | HARTFORD INSURANCE GROUP INCORPORATED | $845.21万 | 1.72% | 63,780 | — | — | — | — |
| HSBC | HSBC HLDGS PLC SPON ADR NEW (UNITED KINGDOM) | $804.53万 | 1.64% | 84,607 | — | — | — | — |
| DINO | HF SINCLAIR CORPORATION | $783.83万 | 1.60% | 112,539 | — | — | — | — |
| KEX | KIRBY CORPORATION | $750.66万 | 1.53% | 55,208 | — | — | — | — |
| NVDA | NVIDIA CORPORATION | $737.99万 | 1.50% | 36,883 | — | — | — | — |
| AAPL | APPLE INCORPORATED | $737.14万 | 1.50% | 25,475 | — | — | — | — |
| IJH | ISHARES TR CORE S&P MCP ETF | $715.96万 | 1.46% | 92,849 | — | — | — | — |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $715.96万 | 1.46% | 20,034 | — | — | — | — |
| FTI | TECHNIPFMC PLC (UNITED KINGDOM) | $698.66万 | 1.42% | 105,379 | — | — | — | — |
| DY | DYCOM INDUSTRIES INCORPORATED | $689.27万 | 1.40% | 13,633 | — | — | — | — |
| PRDO | PERDOCEO ED CORPORATION | $681.64万 | 1.39% | 213,013 | — | — | — | — |
| JAAA | JANUS HENDERSON AAA CLO ETF | $671.07万 | 1.37% | 132,912 | — | — | — | — |
| GE | GE AEROSPACE COM NEW | $600.40万 | 1.22% | 16,065 | — | — | — | — |
| GSLC | GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF | $588.42万 | 1.20% | 41,470 | — | — | — | — |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $586.42万 | 1.19% | 65,085 | — | — | — | — |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $584.36万 | 1.19% | 24,696 | — | — | — | — |
| AMZN | AMAZON COM INCORPORATED | $559.98万 | 1.14% | 23,495 | — | — | — | — |
| ANET | ARISTA NETWORKS INCORPORATED COM SHS | $558.38万 | 1.14% | 32,869 | — | — | — | — |
| OHI | OMEGA HEALTHCARE INVS INCORPORATED REIT | $555.02万 | 1.13% | 116,406 | — | — | — | — |
| BMY | BRISTOL-MYERS SQUIBB COMPANY | $539.20万 | 1.10% | 93,578 | — | — | — | — |
| TJX | TJX COMPANIES INCORPORATED NEW | $515.84万 | 1.05% | 34,049 | — | — | — | — |
| JSI | JANUS HENDERSON SECURITIZED INCOME ETF | $505.14万 | 1.03% | 98,641 | — | — | — | — |
| CASY | CASEYS GENERAL STORES INCORPORATED | $504.61万 | 1.03% | 6,349 | — | — | — | — |
| GD | GENERAL DYNAMICS CORPORATION | $501.50万 | 1.02% | 14,157 | — | — | — | — |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $493.43万 | 1.00% | 23,191 | — | — | — | — |
| MTUM | ISHARES TR MSCI USA MMENTM | $479.72万 | 0.98% | 13,993 | — | — | — | — |
| FLTR | VANECK IG FLOATING RATE ETF | $476.33万 | 0.97% | 185,994 | — | — | — | — |
| QQQM | INVESCO NASDAQ 100 ETF | $453.76万 | 0.92% | 14,977 | — | — | — | — |
| VO | VANGUARD MID-CAP ETF | $448.36万 | 0.91% | 55,649 | — | — | — | — |
| CLS | CELESTICA INCORPORATED (CANADA) | $444.98万 | 0.91% | 12,198 | — | — | — | — |
| BTSG | BRIGHTSPRING HEALTH SVCS INCORPORATED | $439.37万 | 0.89% | 63,001 | — | — | — | — |
| LLY | ELI LILLY & COMPANY | $436.95万 | 0.89% | 3,643 | — | — | — | — |
| EIX | EDISON INTERNATIONAL | $414.69万 | 0.84% | 55,700 | — | — | — | — |
| KMI | KINDER MORGAN INCORPORATED DEL | $397.82万 | 0.81% | 124,434 | — | — | — | — |
| COWG | PACER FDS TR US LARGE CAP CASH COWS | $390.59万 | 0.80% | 97,291 | — | — | — | — |
| GM | GENERAL MTRS COMPANY | $365.45万 | 0.74% | 47,412 | — | — | — | — |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $359.35万 | 0.73% | 31,835 | — | — | — | — |
| CSTM | CONSTELLIUM SE CLASS A SHS (FRANCE) | $357.48万 | 0.73% | 112,168 | — | — | — | — |
| RWJ | INVESCO S&P SMALLCAP 600 REVENUE ETF | $350.54万 | 0.71% | 58,914 | — | — | — | — |
| ROE | ASTORIA US EQUAL WEIGHT QUALITY KINGS ETF | $344.26万 | 0.70% | 80,755 | — | — | — | — |
| QQQ | INVESCO QQQ TRUST | $339.92万 | 0.69% | 4,616 | — | — | — | — |
| PIZ | INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF | $259.31万 | 0.53% | 46,389 | — | — | — | — |
| CGIC | CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF | $238.86万 | 0.49% | 65,639 | — | — | — | — |
| KO | COCA COLA COMPANY | $150.96万 | 0.31% | 18,575 | — | — | — | — |
| QUAL | ISHARES TR MSCI USA QLT FCT | $125.32万 | 0.26% | 5,711 | — | — | — | — |
| PDP | INVESCO DWA MOMENTUM ETF | $118.76万 | 0.24% | 7,827 | — | — | — | — |
| INTC | INTEL CORPORATION | $89.57万 | 0.18% | 6,415 | — | — | — | — |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $83.48万 | 0.17% | 2,256 | — | — | — | — |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $70.54万 | 0.14% | 1,027 | — | — | — | — |
| GIS | GENERAL MILLS INCORPORATED | $59.37万 | 0.12% | 17,060 | — | — | — | — |
| IEFA | ISHARES TR CORE MSCI EAFE | $57.78万 | 0.12% | 5,983 | — | — | — | — |
| BAC | BANK OF AMER CORPORATION | $46.73万 | 0.10% | 8,201 | — | — | — | — |
| UNH | UNITEDHEALTH GROUP INCORPORATED | $43.39万 | 0.09% | 1,044 | — | — | — | — |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $40.30万 | 0.08% | 7,176 | — | — | — | — |
| CSX | CSX CORPORATION | $40.09万 | 0.08% | 8,435 | — | — | — | — |
| MCD | MCDONALDS CORPORATION | $39.63万 | 0.08% | 1,466 | — | — | — | — |
| D | DOMINION ENERGY INCORPORATED | $36.68万 | 0.07% | 5,371 | — | — | — | — |
| ABBV | ABBVIE INCORPORATED | $32.71万 | 0.07% | 1,300 | — | — | — | — |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $31.14万 | 0.06% | 417 | — | — | — | — |
| TSLA | TESLA INCORPORATED | $28.39万 | 0.06% | 675 | — | — | — | — |
| BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $26.22万 | 0.05% | 524 | — | — | — | — |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $25.91万 | 0.05% | 2,168 | — | — | — | — |
| SLV | ISHARES SILVER TRUST | $25.77万 | 0.05% | 4,819 | — | — | — | — |
| IBM | INTERNATIONAL BUSINESS MACHINES | $24.02万 | 0.05% | 854 | — | — | — | — |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND | $23.43万 | 0.05% | 700 | — | — | — | — |
| IEMG | ISHARES INCORPORATED CORE MSCI EMKT | $22.31万 | 0.05% | 2,693 | — | — | — | — |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $22.06万 | 0.04% | 1,726 | — | — | — | — |
| UNP | UNION PAC CORPORATION | $21.76万 | 0.04% | 800 | — | — | — | — |
| DGRO | ISHARES TR CORE DIV GRWTH | $21.45万 | 0.04% | 2,830 | — | — | — | — |
| PG | PROCTER & GAMBLE COMPANY | $21.12万 | 0.04% | 1,440 | — | — | — | — |
| ELV | ELEVANCE HEALTH INCORPORATED FORMERLY A | $21.00万 | 0.04% | 543 | — | — | — | — |
| MSFT | MICROSOFT CORPORATION | $20.52万 | 0.04% | 550 | — | — | — | — |