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BankPlus Wealth Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BankPlus Wealth Management LLC
报告期 2026-03-31 · CIK 0002051117
持仓数
117
前50大市值合计
$167.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 108 项
建仓 8
增持 85
减持 14
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$4.6M
74,563
+2%
增持
AAPL
APPLE INC
+$1.5M
24,924
+6%
增持
IQLT
ISHARES TR
+$1.1M
77,405
+43%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.1M
286,540
+7%
增持
NVDA
NVIDIA CORPORATION
+$825.6K
12,178
+33%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$791.4K
9,815
+36%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$789.0K
37,597
+36%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$588.1K
165,945
+8%
增持
SPEM
SPDR INDEX SHS FDS
+$586.2K
36,729
+39%
增持
IWM
ISHARES TR
+$568.3K
15,190
+5%
增持
VO
VANGUARD INDEX FDS
+$450.3K
4,820
+40%
增持
SCHA
SCHWAB STRATEGIC TR
+$382.9K
41,723
+35%
清仓
NFLX
NETFLIX INC
-$364.2K
0
-100%
增持
TOTR
T ROWE PRICE ETF INC
+$357.8K
85,511
+11%
建仓
MLI
MUELLER INDS INC
+$318.9K
3,154
增持
LQD
ISHARES TR
+$297.8K
22,698
+11%
增持
BND
VANGUARD BD INDEX FDS
+$282.1K
52,899
+7%
减持
SGOV
ISHARES TR
-$244.7K
4,623
-34%
建仓
—
ASML HOLDING N V
+$230.4K
238
增持
ABBV
ABBVIE INC
+$226.7K
4,347
+3%
建仓
JNJ
JOHNSON & JOHNSON
+$221.1K
1,192
增持
EFG
ISHARES TR
+$218.6K
30,950
+5%
增持
GOOG
ALPHABET INC
+$214.9K
3,143
+1%
建仓
CVX
CHEVRON CORP NEW
+$206.0K
1,326
增持
LRCX
LAM RESEARCH CORP
+$198.9K
5,300
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$195.7K
5,476
-2%
增持
META
META PLATFORMS INC
+$184.3K
696
+57%
增持
GOOGL
ALPHABET INC
+$181.0K
2,704
+0%
增持
TSLA
TESLA INC
+$170.5K
882
+26%
建仓
HGLB
HIGHLAND GLOBAL ALLOCATION F
+$145.4K
16,000
增持
LDUR
PIMCO ETF TR
+$141.8K
10,455
+16%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$141.6K
27,841
+3%
建仓
FSCO
FS CREDIT OPPORTUNITIES CORP
+$138.2K
20,000
增持
VLO
VALERO ENERGY CORP
+$137.7K
3,458
+3%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$136.6K
2,177
+3%
增持
IWR
ISHARES TR
+$132.2K
20,708
+2%
增持
CAT
CATERPILLAR INC
+$132.0K
1,409
+1%
增持
NFLT
ETFIS SER TR I
+$131.5K
22,840
+32%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$128.9K
2,291
+2%
增持
—
GARMIN LTD
+$117.0K
2,985
+1%
增持
BX
BLACKSTONE INC
+$103.9K
3,515
+6%
增持
FAST
FASTENAL CO
+$103.2K
12,294
+3%
减持
MSFT
MICROSOFT CORP
+$103.2K
7,263
-1%
增持
HD
HOME DEPOT INC
+$101.1K
1,968
+4%
建仓
JPC
NUVEEN PFD & INCOME OPPORTUN
+$94.4K
11,507
增持
BKAG
BNY MELLON ETF TRUST
+$93.0K
37,600
+5%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$92.6K
18,496
+34%
增持
ENB
ENBRIDGE INC
+$91.7K
14,472
+3%
增持
PULS
PGIM ETF TR
+$90.9K
6,509
+39%
增持
TJX
TJX COS INC NEW
+$86.3K
3,896
+1%
减持
DIS
DISNEY WALT CO
-$85.9K
5,503
-5%
增持
NEE
NEXTERA ENERGY INC
+$85.0K
8,355
+6%
增持
—
ACCENTURE PLC IRELAND
-$82.8K
2,339
+6%
增持
GS
GOLDMAN SACHS GROUP INC
+$82.8K
509
+11%
增持
TXN
TEXAS INSTRS INC
-$82.8K
4,723
+3%
增持
CRM
SALESFORCE INC
-$73.7K
2,293
+1%
增持
LOW
LOWES COS INC
+$72.6K
2,073
+2%
减持
HON
HONEYWELL INTL INC
-$70.5K
1,862
-6%
增持
QQQ
INVESCO QQQ TR
+$67.2K
1,126
+2%
增持
RTX
RTX CORPORATION
+$66.8K
3,083
+0%
增持
—
EXXON MOBIL CORP
+$64.9K
5,077
+8%
增持
MPWR
MONOLITHIC PWR SYS INC
+$64.3K
331
+1%
增持
PLD
PROLOGIS INC.
+$64.0K
3,298
+11%
减持
JPM
JPMORGAN CHASE & CO.
+$63.1K
3,447
-3%
减持
VTI
VANGUARD INDEX FDS
+$60.4K
3,092
-2%
增持
TFC
TRUIST FINL CORP
+$56.1K
8,833
+9%
增持
DGX
QUEST DIAGNOSTICS INC
+$55.9K
2,617
+6%
增持
INTU
INTUIT
-$55.3K
591
+1%
增持
PFE
PFIZER INC
+$53.8K
19,075
+7%
增持
SYY
SYSCO CORP
+$52.2K
4,745
+6%
建仓
MGF
MFS GOVT MKTS INCOME TR
+$48.1K
15,415
增持
AMGN
AMGEN INC
+$47.5K
2,388
+6%
增持
PGR
PROGRESSIVE CORP
-$46.4K
3,838
+3%
增持
DIAL
COLUMBIA ETF TR I
+$43.6K
51,216
+3%
增持
GWW
GRAINGER W W INC
-$42.1K
765
+3%
增持
DE
DEERE & CO
-$39.6K
828
+1%
增持
COST
COSTCO WHSL CORP NEW
-$38.0K
689
+1%
增持
V
VISA INC
-$37.9K
3,358
+1%
减持
AJG
GALLAGHER ARTHUR J & CO
-$36.5K
3,162
-0%
增持
RF
REGIONS FINANCIAL CORP NEW
+$34.5K
11,221
+1%
增持
IWF
ISHARES TR
+$30.1K
566
+2%
减持
BSX
BOSTON SCIENTIFIC CORP
-$28.0K
2,848
-0%
增持
DLR
DIGITAL RLTY TR INC
+$25.1K
3,067
+6%
增持
BIPC
BROOKFIELD INFRASTRUCTURE CO
+$23.6K
11,408
+7%
增持
BDX
BECTON DICKINSON & CO
+$23.6K
1,351
+2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$21.3K
3,064
+3%
增持
AMZN
AMAZON COM INC
+$21.2K
4,301
+2%
增持
COWZ
PACER FDS TR
+$19.5K
7,937
+0%
增持
PYPL
PAYPAL HLDGS INC
-$18.4K
3,286
+2%
增持
LLY
ELI LILLY & CO
+$18.3K
1,052
+5%
增持
PG
PROCTER AND GAMBLE CO
-$17.5K
9,751
+2%
增持
—
NXP SEMICONDUCTORS N V
+$15.5K
1,186
+2%
增持
MUB
ISHARES TR
+$15.3K
5,484
+1%
增持
OKE
ONEOK INC NEW
-$15.1K
5,442
+8%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$13.3K
10,479
+6%
增持
CSCO
CISCO SYS INC
+$11.0K
8,237
+3%
增持
KO
COCA COLA CO
-$9.9K
7,775
+5%
减持
TRMK
TRUSTMARK CORP
+$9.6K
10,711
-6%
增持
ABT
ABBOTT LABS
-$9.0K
7,389
+1%
减持
DHR
DANAHER CORPORATION
-$8.3K
1,875
-3%
增持
TMUS
T-MOBILE US INC
+$4.9K
1,742
+1%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
+$3.6K
2,083
-4%
减持
SO
SOUTHERN CO
+$3.5K
2,503
-2%
增持
ARCC
ARES CAPITAL CORP
-$3.4K
21,962
+7%
减持
LMT
LOCKHEED MARTIN CORP
+$2.6K
1,305
-7%
增持
TFLO
ISHARES TR
+$2.5K
5,088
+1%
增持
PANW
PALO ALTO NETWORKS INC
+$1.9K
3,201
+1%
增持
PRU
PRUDENTIAL FINL INC
-$1.3K
2,162
+3%
