BXM Wealth LLC
- SEC CIK
- 0002052379
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/7/24。SEC
- 持股檔數
- 163
- 較 2026 年第 1 季 +32
- 總值
- $1.84 億
- 較 2026 年第 1 季 +$5,390.85 萬 (+41.5%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 33,655 | $2,478.34 萬 | 13.48% | +4,811+16.7% | 加碼 | – |
| TIDAL TRUST I886364231 | FUND GRAN US ETF | 289,149 | $799.5 萬 | 4.35% | +104,015+56.2% | 加碼 | – |
| VANGUARD S&P 500 ETF922908363 | ETF | 10,844 | $744.79 萬 | 4.05% | +3,756+53.0% | 加碼 | – |
| AAPLAPPLE INC COM | Stock | 24,799 | $717.59 萬 | 3.90% | +1,261+5.4% | 加碼 | 查看 |
| AVGOBROADCOM INC COM | Stock | 18,708 | $706.68 萬 | 3.84% | +3,831+25.8% | 加碼 | 查看 |
| GOOGLALPHABET INC CAP STK CL A | Stock | 12,824 | $458.29 萬 | 2.49% | +1,922+17.6% | 加碼 | 查看 |
| SCHWAB US DIVIDEND EQUITY ETF808524797 | ETF | 129,752 | $411.44 萬 | 2.24% | +60.0% | 加碼 | – |
| NVDANVIDIA CORPORATION COM | Stock | 18,869 | $377.55 萬 | 2.05% | +5,810+44.5% | 加碼 | 查看 |
| VANECK MORNINGSTAR WIDE MOAT ETF92189F643 | ETF | 33,055 | $343.64 萬 | 1.87% | +3,140+10.5% | 加碼 | – |
| PROSHARES TR74347X831 | ULTRAPRO QQQ | 37,105 | $300.55 萬 | 1.64% | −32,233−46.5% | 減碼 | – |
| ISHARES CORE S&P SMALL CAP ETF464287804 | ETF | 19,685 | $291.95 萬 | 1.59% | +582+3.0% | 加碼 | – |
| ISHARES TR464287549 | EXPND TEC SC ETF | 17,572 | $287.44 萬 | 1.56% | −50−0.3% | 減碼 | – |
| VANGUARD MORNINGSTAR GROWTH ETF922908736 | ETF | 31,176 | $268.55 萬 | 1.46% | +25,941+495.5% | 加碼 | – |
| TIDAL TRUST III45259A258 | FUND GRA MID ETF | 85,080 | $267.49 萬 | 1.46% | +33,525+65.0% | 加碼 | – |
| JPMJPMORGAN CHASE & CO COM | Stock | 7,659 | $250.7 萬 | 1.36% | +985+14.8% | 加碼 | 查看 |
| EA SERIES TRUST02072L565 | ALPHA ARCH 1-3 | 21,090 | $246.94 萬 | 1.34% | −7,400−26.0% | 減碼 | – |
| MSFTMICROSOFT CORP COM | Stock | 6,588 | $245.76 萬 | 1.34% | +1,587+31.7% | 加碼 | 查看 |
| INVESCO NASDAQ 100 ETF46138G649 | ETF | 6,569 | $199.02 萬 | 1.08% | −49−0.7% | 減碼 | – |
| CVXCHEVRON CORPORATION COM | Stock | 11,548 | $191.43 萬 | 1.04% | +3,121+37.0% | 加碼 | 查看 |
| ISHARES TR46435G326 | CORE MSCI INTL | 20,100 | $178.91 萬 | 0.97% | −318−1.6% | 減碼 | – |
| CSCOCISCO SYS INC COM | Stock | 14,672 | $172.34 萬 | 0.94% | +3,596+32.5% | 加碼 | 查看 |
| VANECK FDS92107P780 | ONCHAIN ECONOMY | 39,414 | $170.76 萬 | 0.93% | +4,190+11.9% | 加碼 | – |
| AMZNAMAZON COM INC COM | Stock | 6,504 | $155.02 萬 | 0.84% | +410+6.7% | 加碼 | 查看 |
| FIDELITY COVINGTON TRUST316092139 | DISRUPTIVE TECH | 25,840 | $149.6 萬 | 0.81% | 00.0% | 不變 | – |
| WEDBUSH SER TR947913109 | DAN IVE REVO ETF | 38,725 | $147.54 萬 | 0.80% | +7,145+22.6% | 加碼 | – |
| ISHARES MSCI USA MIN VOL FACTOR ETF46429B697 | ETF | 15,124 | $145.89 萬 | 0.79% | 00.0% | 不變 | – |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 3,048 | $145.56 萬 | 0.79% | +780+34.4% | 加碼 | 查看 |
| KLACKLA CORP | COM NEW | 4,720 | $142.41 萬 | 0.77% | +4,568+3,005.3% | 加碼 | 查看 |
| TXNTEXAS INSTRS INC COM | Stock | 4,675 | $139.35 萬 | 0.76% | +669+16.7% | 加碼 | 查看 |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 1,489 | $139.31 萬 | 0.76% | 00.0% | 不變 | 查看 |
| JNJJOHNSON & JOHNSON COM | Stock | 5,430 | $137.9 萬 | 0.75% | +1,152+26.9% | 加碼 | 查看 |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 4,788 | $134.64 萬 | 0.73% | +601+14.4% | 加碼 | 查看 |
| ABBVABBVIE INC COM | Stock | 5,177 | $130.27 萬 | 0.71% | +1,399+37.0% | 加碼 | 查看 |
| INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY45782C300 | ETF | 27,325 | $123.87 萬 | 0.67% | −27,870−50.5% | 減碼 | – |
| ORCLORACLE CORP COM | Stock | 8,380 | $122.81 萬 | 0.67% | +1,258+17.7% | 加碼 | 查看 |
| RTXRTX CORPORATION COM | Stock | 6,406 | $121.54 萬 | 0.66% | +893+16.2% | 加碼 | 查看 |
| VANECK ETF TRUST92189H664 | FABLE SEMIC ETF | 18,390 | $117.49 萬 | 0.64% | 00.0% | 不變 | – |
| WMTWALMART INC COM | Stock | 10,246 | $116.05 萬 | 0.63% | +1,402+15.9% | 加碼 | 查看 |
| METAMETA PLATFORMS INC CL A | Stock | 2,059 | $115.99 萬 | 0.63% | +549+36.4% | 加碼 | 查看 |
| ALPS ETF TR00162Q387 | OSHARES US QUALT | 19,400 | $113.16 萬 | 0.62% | +8,500+78.0% | 加碼 | – |
| ALPS ETF TR00162Q338 | ELECTRIFICATION | 25,015 | $112.42 萬 | 0.61% | +19,055+319.7% | 加碼 | – |
| INNOVATOR ETFS TRUST45782C730 | US EQT ULTRA BF | 29,140 | $112.31 萬 | 0.61% | +29,140 | 新進 | – |
| VANGUARD MORNINGSTAR SMALL-CAP ETF922908751 | ETF | 3,416 | $103.55 萬 | 0.56% | −44−1.3% | 減碼 | – |
| BNY MELLON ETF TRUST09661T826 | GLOBAL INFRASCTR | 22,625 | $101.74 萬 | 0.55% | +12,750+129.1% | 加碼 | – |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 2,701 | $99.95 萬 | 0.54% | +1,411+109.4% | 加碼 | – |
| CATCATERPILLAR INC COM | Stock | 919 | $97.86 萬 | 0.53% | −15−1.6% | 減碼 | 查看 |
| FIDELITY HIGH DIVIDEND ETF316092840 | ETF | 16,000 | $96.46 萬 | 0.52% | 00.0% | 不變 | – |
| INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF46137V282 | ETF | 14,500 | $93.53 萬 | 0.51% | 00.0% | 不變 | – |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 1,596 | $92.71 萬 | 0.50% | +1,596 | 新進 | 查看 |
| VANGUARD SCOTTSDALE FDS92206C730 | VNG RUS1000IDX | 2,707 | $91.69 萬 | 0.50% | −21−0.8% | 減碼 | – |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 1,191 | $89.19 萬 | 0.49% | −20−1.7% | 減碼 | – |
| FTNTFORTINET INC COM | Stock | 5,500 | $84.49 萬 | 0.46% | +600+12.2% | 加碼 | 查看 |
| PGPROCTER & GAMBLE CO COM | Stock | 5,546 | $81.33 萬 | 0.44% | +941+20.4% | 加碼 | 查看 |
| MAMASTERCARD INCORPORATED CL A | Stock | 1,570 | $80.64 萬 | 0.44% | 00.0% | 不變 | 查看 |
| ITWILLINOIS TOOL WKS INC COM | Stock | 2,976 | $80.49 萬 | 0.44% | +315+11.8% | 加碼 | 查看 |
| DELLDELL TECHNOLOGIES INC CL C | Stock | 1,862 | $80.35 萬 | 0.44% | +150+8.8% | 加碼 | 查看 |
| J P MORGAN EXCHANGE TRADED F46641Q761 | US QUALTY FCTR | 11,105 | $80.27 萬 | 0.44% | +11,105 | 新進 | – |
| IAUISHARES GOLD TRUST | ETF | 10,300 | $77.78 萬 | 0.42% | 00.0% | 不變 | 查看 |
| PLTRPALANTIR TECHNOLOGIES INC CL A | Stock | 6,603 | $77.04 萬 | 0.42% | +1,618+32.5% | 加碼 | 查看 |
| NVSNOVARTIS AG SPONSORED ADR | ADR | 4,840 | $75.85 萬 | 0.41% | 00.0% | 不變 | 查看 |
| TSLATESLA INC COM | Stock | 1,766 | $74.28 萬 | 0.40% | +300+20.5% | 加碼 | 查看 |
| PACER FDS TR69374H709 | GLOBL CASH ETF | 16,715 | $72.38 萬 | 0.39% | −3,500−17.3% | 減碼 | – |
| QCOMQUALCOMM INC COM | Stock | 3,850 | $71.14 萬 | 0.39% | +100+2.7% | 加碼 | 查看 |
| VVISA INC COM CL A | Stock | 2,067 | $70.92 萬 | 0.39% | +862+71.5% | 加碼 | 查看 |
| XOMEXXON MOBIL CORP | COM | 5,167 | $70.64 萬 | 0.38% | +958+22.8% | 加碼 | 查看 |
| LOWLOWES COS INC COM | Stock | 3,181 | $70.14 萬 | 0.38% | −50−1.5% | 減碼 | 查看 |
| BNY MELLON ETF TRUST II05613H100 | DYNAMIC VALUE | 20,380 | $68.25 萬 | 0.37% | +4,545+28.7% | 加碼 | – |
| PANWPALO ALTO NETWORKS INC COM | Stock | 1,968 | $67.11 萬 | 0.37% | +223+12.8% | 加碼 | 查看 |
| DDOGDATADOG INC | CL A COM | 2,436 | $63.42 萬 | 0.35% | +2,436 | 新進 | 查看 |
| MPWRMONOLITHIC PWR SYS INC | COM | 450 | $62.21 萬 | 0.34% | 00.0% | 不變 | 查看 |
| INVESCO EXCH TRD SLF IDX FD46138J635 | INVSCO BLSH 26 | 26,985 | $61.94 萬 | 0.34% | −6,896−20.4% | 減碼 | – |
| PHPARKER-HANNIFIN CORP COM | Stock | 633 | $61.92 萬 | 0.34% | +165+35.3% | 加碼 | 查看 |
| INVESCO EXCH TRD SLF IDX FD46138J585 | BULETSHS 2027 | 27,693 | $61.88 萬 | 0.34% | −3,473−11.1% | 減碼 | – |
| AXPAMERICAN EXPRESS CO COM | Stock | 1,815 | $61.39 萬 | 0.33% | +985+118.7% | 加碼 | 查看 |
| KMIKINDER MORGAN INC DEL COM | Stock | 18,727 | $59.87 萬 | 0.33% | +6,427+52.3% | 加碼 | 查看 |
| J P MORGAN EXCHANGE TRADED F46641Q159 | INCOME ETF | 12,925 | $59.52 萬 | 0.32% | +469+3.8% | 加碼 | – |
| DIREXION SHS ETF TR25459W862 | DRX S&P500BULL | 2,167 | $58.65 萬 | 0.32% | −325−13.0% | 減碼 | – |
| VANECK SEMICONDUCTOR ETF92189F676 | ETF | 893 | $58.57 萬 | 0.32% | −65−6.8% | 減碼 | – |
| ISHARES RUSSELL 1000 GROWTH ETF464287614 | ETF | 4,664 | $57.91 萬 | 0.32% | +3,498+300.0% | 加碼 | – |
| AMGNAMGEN INC COM | Stock | 1,594 | $57.72 萬 | 0.31% | +475+42.4% | 加碼 | 查看 |
| EMREMERSON ELEC CO COM | Stock | 3,996 | $57.2 萬 | 0.31% | +945+31.0% | 加碼 | 查看 |
| AMATAPPLIED MATLS INC COM | Stock | 789 | $57.02 萬 | 0.31% | +789 | 新進 | 查看 |
| MUMICRON TECHNOLOGY INC COM | Stock | 460 | $53.1 萬 | 0.29% | +460 | 新進 | 查看 |
| MSMORGAN STANLEY COM NEW | Stock | 2,507 | $52.41 萬 | 0.29% | +1,251+99.6% | 加碼 | 查看 |
| ALPS ETF TR00162Q395 | OSHARES US SMLCP | 10,940 | $51.99 萬 | 0.28% | 00.0% | 不變 | – |
| VRTVERTIV HOLDINGS CO | COM CL A | 1,543 | $51.66 萬 | 0.28% | +363+30.8% | 加碼 | 查看 |
| DUKDUKE ENERGY CORP NEW COM NEW | Stock | 4,065 | $51.45 萬 | 0.28% | +1,288+46.4% | 加碼 | 查看 |
| SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF808524771 | ETF | 16,192 | $50.36 萬 | 0.27% | +16,192 | 新進 | – |
| COPCONOCOPHILLIPS COM | Stock | 4,722 | $49.09 萬 | 0.27% | +1,750+58.9% | 加碼 | 查看 |
| FIRST TR EXCH TRADED FD III33739P855 | INSTL PFD SECS | 25,000 | $48.23 萬 | 0.26% | 00.0% | 不變 | – |
| WMBWILLIAMS COS INC | COM | 6,429 | $47.79 萬 | 0.26% | +283+4.6% | 加碼 | 查看 |
| PMPHILIP MORRIS INTL INC COM | Stock | 2,584 | $46.75 萬 | 0.25% | +2,584 | 新進 | 查看 |
| CMICUMMINS INC COM | Stock | 654 | $46.64 萬 | 0.25% | +654 | 新進 | 查看 |
| AFLAFLAC INC COM | Stock | 3,872 | $45.4 萬 | 0.25% | 00.0% | 不變 | 查看 |
| GEVGE VERNOVA INC COM | Stock | 383 | $45 萬 | 0.24% | +383 | 新進 | 查看 |
| HDHOME DEPOT INC COM | Stock | 1,266 | $44.65 萬 | 0.24% | +372+41.6% | 加碼 | 查看 |
| RFREGIONS FINANCIAL CORP NEW | COM | 14,675 | $44.32 萬 | 0.24% | +5,000+51.7% | 加碼 | 查看 |
| VANECK ETF TRUST92189H409 | HIGH YLD MUNIETF | 8,603 | $44.31 萬 | 0.24% | 00.0% | 不變 | – |
| SYKSTRYKER CORPORATION COM | Stock | 1,403 | $44.17 萬 | 0.24% | −12−0.8% | 減碼 | 查看 |
| SCHWAB U.S. LARGE-CAP ETF808524201 | ETF | 14,975 | $44.07 萬 | 0.24% | +14,975 | 新進 | – |
2026 年第 1 季 之後清倉（8 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| CSXCSX CORP COM | Stock | 9,022 | $37.04 萬 | 0.29% |
| VANECK ETF TRUST92189F692 | PHARMACEUTCL ETF | 3,120 | $32.41 萬 | 0.25% |
| NFLXNETFLIX INC. COM | Stock | 3,090 | $29.71 萬 | 0.23% |
| BJBJS WHSL CLUB HLDGS INC | COM | 2,750 | $27.07 萬 | 0.21% |
| GPCGENUINE PARTS CO COM | Stock | 2,556 | $27.03 萬 | 0.21% |
| CAVACAVA GROUP INC | COM | 2,830 | $22.89 萬 | 0.18% |
| FIDELITY COVINGTON TRUST316092147 | DISRUPTIVE MEDIC | 8,690 | $21.35 萬 | 0.16% |
| SGMOQSANGAMO THERAPEUTICS INC | COM | 12,350 | $3,049 | 0.00% |
各季 13F 申報
| 季度 | 申報日 | 持股檔數 | 總值 | 變化 | 申報原文 |
|---|---|---|---|---|---|
| 2026 年第 2 季 | 2026/7/24 | 163 | $1.84 億 | 與 2026 年第 1 季 比較 | SEC |
| 2026 年第 1 季 | 2026/4/23 | 131 | $1.3 億 | 與 2025 年第 4 季 比較 | SEC |
| 2025 年第 4 季 | 2026/1/20 | 136 | $1.3 億 | 與 2025 年第 3 季 比較 | SEC |
| 2025 年第 3 季 | 2025/10/28 | 129 | $1.06 億 | 與 2025 年第 2 季 比較 | SEC |
| 2025 年第 2 季 | 2025/7/29 | 108 | $8,415.9 萬 | 與 2025 年第 1 季 比較 | SEC |
| 2025 年第 1 季 | 2025/4/30 | 103 | $8,323.68 萬 | 與 2024 年第 4 季 比較 | SEC |
| 2024 年第 4 季 | 2025/1/30 | 96 | $7,143.02 萬 | – | SEC |