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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 109 项
建仓 7
增持 50
减持 48
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$2.5M
76,466
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$2.0M
9,579
+178%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$951.6K
307,853
+7%
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。
减持
NVDA
NVIDIA CORPORATION
-$649.1K
8,702
-29%
增持
IQLT
ISHARES TR
+$592.8K
88,299
+14%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$568.0K
178,646
+8%
增持
LDUR
PIMCO ETF TR
+$409.9K
14,750
+41%
增持
BND
VANGUARD BD INDEX FDS
+$407.6K
58,613
+11%
增持
PULS
PGIM ETF TR
+$395.5K
14,514
+123%
减持
AAPL
APPLE INC
+$375.8K
24,727
-1%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$356.2K
41,526
+10%
建仓
IGSB
ISHARES TR
+$348.6K
6,592
减持
LLY
ELI LILLY & CO
+$304.9K
1,030
-2%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$299.1K
10,768
+10%
减持
MSFT
MICROSOFT CORP
-$289.6K
7,179
-1%
清仓
TFLO
ISHARES TR
-$257.4K
0
-100%
建仓
ADBE
ADOBE INC
+$253.4K
724
建仓
SHYG
ISHARES TR
+$251.2K
5,860
增持
TOTR
T ROWE PRICE ETF INC
+$248.0K
91,631
+7%
增持
IWM
ISHARES TR
+$239.6K
15,910
+5%
清仓
SO
SOUTHERN CO
-$237.2K
0
-100%
增持
LQD
ISHARES TR
+$230.3K
25,053
+10%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$228.5K
30,990
+11%
增持
NFLT
ETFIS SER TR I
+$228.1K
32,767
+43%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$224.1K
478
清仓
PYPL
PAYPAL HLDGS INC
-$220.4K
0
-100%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$219.9K
379
增持
SPEM
SPDR INDEX SHS FDS
+$219.4K
41,405
+13%
建仓
IEF
ISHARES TR
+$213.8K
2,223
减持
MUB
ISHARES TR
-$212.0K
3,472
-37%
减持
GOOG
ALPHABET INC
+$211.0K
3,112
-1%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$206.4K
2,421
清仓
CVX
CHEVRON CORP NEW
-$206.0K
0
-100%
减持
AJG
GALLAGHER ARTHUR J & CO
-$191.0K
3,046
-4%
减持
LRCX
LAM RESEARCH CORP
+$189.1K
5,250
-1%
减持
GOOGL
ALPHABET INC
+$184.3K
2,688
-1%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$155.7K
26,439
+43%
增持
EFG
ISHARES TR
+$153.8K
32,287
+4%
增持
SCHA
SCHWAB STRATEGIC TR
+$146.4K
46,015
+10%
增持
VO
VANGUARD INDEX FDS
+$143.4K
5,367
+11%
增持
MLI
MUELLER INDS INC
+$143.0K
4,022
+28%
减持
CAT
CATERPILLAR INC
+$131.2K
1,404
-0%
增持
DIAL
COLUMBIA ETF TR I
+$127.0K
58,402
+14%
减持
HD
HOME DEPOT INC
-$125.8K
1,952
-1%
增持
—
GARMIN LTD
-$123.2K
3,016
+1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$122.8K
3,018
-2%
减持
FAST
FASTENAL CO
-$120.5K
12,023
-2%
增持
CRM
SALESFORCE INC
+$111.9K
2,474
+8%
减持
AMGN
AMGEN INC
+$104.1K
2,377
-0%
减持
PG
PROCTER AND GAMBLE CO
-$103.9K
9,728
-0%
减持
PGR
PROGRESSIVE CORP
-$94.0K
3,750
-2%
增持
AMZN
AMAZON COM INC
+$81.2K
4,443
+3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$74.9K
10,151
-3%
减持
ABT
ABBOTT LABS
-$71.3K
7,326
-1%
减持
DLR
DIGITAL RLTY TR INC
-$70.3K
2,973
-3%
增持
INTU
INTUIT
+$69.2K
713
+21%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$60.6K
2,305
+1%
增持
LOW
LOWES COS INC
+$59.9K
2,409
+16%
减持
TXN
TEXAS INSTRS INC
-$59.1K
4,662
-1%
增持
—
ASML HOLDING N V
+$58.5K
270
+13%
增持
PANW
PALO ALTO NETWORKS INC
-$58.3K
3,222
+1%
减持
DGX
QUEST DIAGNOSTICS INC
-$56.7K
2,546
-3%
增持
PRU
PRUDENTIAL FINL INC
+$56.0K
2,483
+15%
减持
ENB
ENBRIDGE INC
-$51.7K
14,187
-2%
增持
RTX
RTX CORPORATION
+$51.1K
3,089
+0%
增持
BX
BLACKSTONE INC
-$50.6K
3,565
+1%
减持
ABBV
ABBVIE INC
-$48.6K
4,191
-4%
减持
CSCO
CISCO SYS INC
+$48.4K
7,947
-4%
增持
META
META PLATFORMS INC
-$48.4K
702
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$44.6K
5,285
-3%
减持
DHR
DANAHER CORPORATION
+$43.1K
1,811
-3%
增持
IWR
ISHARES TR
+$42.6K
21,206
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$42.1K
510
+0%
增持
TJX
TJX COS INC NEW
+$41.0K
3,935
+1%
增持
SYY
SYSCO CORP
-$40.5K
4,753
+0%
减持
—
ACCENTURE PLC IRELAND
+$38.4K
2,293
-2%
减持
BIPC
BROOKFIELD INFRASTRUCTURE CO
+$36.9K
11,146
-2%
减持
—
EXXON MOBIL CORP
+$33.9K
5,041
-1%
增持
TMUS
T-MOBILE US INC
-$33.4K
1,889
+8%
减持
GWW
WW GRAINGER INC
+$31.6K
753
-2%
减持
LMT
LOCKHEED MARTIN CORP
-$31.0K
1,281
-2%
增持
DE
DEERE & CO
+$30.8K
878
+6%
减持
PLD
PROLOGIS INC.
+$30.0K
3,195
-3%
减持
HON
HONEYWELL INTL INC
-$29.3K
1,858
-0%
增持
BKAG
BNY MELLON ETF TRUST
+$29.1K
38,479
+2%
减持
VLO
VALERO ENERGY CORP
-$28.8K
3,440
-1%
减持
V
VISA INC
+$27.0K
3,347
-0%
减持
PFE
PFIZER INC
-$26.7K
18,450
-3%
增持
LHX
L3HARRIS TECHNOLOGIES INC
-$24.3K
2,182
+0%
减持
KO
COCA COLA CO
+$19.8K
7,659
-1%
减持
JNJ
JOHNSON & JOHNSON
+$19.8K
1,164
-2%
减持
NEE
NEXTERA ENERGY INC
+$17.5K
8,071
-3%
增持
DIS
DISNEY WALT CO
+$16.9K
5,687
+3%
减持
TFC
TRUIST FINL CORP
+$16.5K
8,540
-3%
减持
VTI
VANGUARD INDEX FDS
-$16.3K
2,978
-4%
增持
RF
REGIONS FINANCIAL CORP NEW
+$11.1K
11,330
+1%
减持
ARCC
ARES CAPITAL CORP
-$9.6K
21,684
-1%
增持
—
NXP SEMICONDUCTORS N V
-$8.3K
1,206
+2%
减持
IWF
ISHARES TR
-$7.9K
544
-4%
增持
TRMK
TRUSTMARK CORP
-$6.7K
10,717
+0%
减持
QQQ
INVESCO QQQ TR
+$6.4K
1,111
-1%
减持
JPC
NUVEEN PFD & INCOME OPPORTUN
-$6.0K
10,892
-5%
减持
BDX
BECTON DICKINSON & CO
+$5.1K
1,329
-2%
增持
SGOV
ISHARES TR
+$4.7K
4,684
+1%
减持
TSLA
TESLA INC
+$4.0K
881
-0%
增持
BSX
BOSTON SCIENTIFIC CORP
-$3.8K
2,876
+1%
增持
MPWR
MONOLITHIC PWR SYS INC
-$1.8K
334
+1%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$927
2,086
+0%
减持
OKE
ONEOK INC NEW
-$514
5,393
-1%
