13F 机构持仓

Bellars Harris Wealth Management, LLC

VIRGINIA BEACH VA · SEC CIK 0002136908

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.91亿2026Q2
26Q2

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

CAT 3.0%
BALT 3.0%
CSCO 2.7%
JPM 2.7%
JCI 2.2%
WELL 2.2%
WMB 2.2%
AEP 2.1%
BNY 2.1%
MRK 2.1%

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 —— — —