BXM Wealth LLC
- SEC CIK
- 0002052379
- 最新申報
- 2026/7/24
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/30 申報。只含多頭部位。
- 持股檔數
- 96
- 2024 年第 3 季沒有申報
- 總值
- $7,143 萬
- 2024 年第 3 季沒有申報
BXM Wealth LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 19,746 | $494.5 萬 | 6.9% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 14,862 | $344.6 萬 | 4.8% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,754 | $294.2 萬 | 4.1% | – | – | – |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 27,814 | $220.1 萬 | 3.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,803 | $217.7 萬 | 3.0% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 3 | $204.3 萬 | 2.9% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 4,794 | $196.8 萬 | 2.8% | – | – | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 18,582 | $189.7 萬 | 2.7% | – | – | – |
| NVDANVIDIA Corp | Stock | 12,917 | $173.5 萬 | 2.4% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,218 | $173.4 萬 | 2.4% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 6,869 | $165.0 萬 | 2.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 8,630 | $163.4 萬 | 2.3% | – | – | 歷史 |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 8,265 | $139.4 萬 | 2.0% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 5,700 | $136.6 萬 | 1.9% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,194 | $134.6 萬 | 1.9% | – | – | 歷史 |
| CVXChevron Corp | Stock | 9,030 | $130.8 萬 | 1.8% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 45,203 | $123.5 萬 | 1.7% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 1,324 | $121.3 萬 | 1.7% | – | – | 歷史 |
| Direxion Shs ETF Tr25459W847 | DLY SMCAP BULL3X | 28,915 | $121.1 萬 | 1.7% | – | – | – |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 10,260 | $113.1 萬 | 1.6% | – | – | – |
| ORCLOracle Corp | Stock | 6,607 | $110.1 萬 | 1.5% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,999 | $87.9 萬 | 1.2% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 9,508 | $85.9 萬 | 1.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 5,038 | $84.5 萬 | 1.2% | – | – | 歷史 |
| SPYUBank of Montreal | NT LKD 43 | 17,655 | $82.5 萬 | 1.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 5,526 | $79.9 萬 | 1.1% | – | – | 歷史 |
| Fidelity High Dividend ETF316092840 | ETF | 16,000 | $79.9 萬 | 1.1% | – | – | – |
| COPConocoPhillips | Stock | 7,845 | $77.8 萬 | 1.1% | – | – | 歷史 |
| MAMastercard Inc | Stock | 1,468 | $77.3 萬 | 1.1% | – | – | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 20,551 | $76.9 萬 | 1.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 3,305 | $72.5 萬 | 1.0% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 2,690 | $71.7 萬 | 1.0% | – | – | – |
| TXNTexas Instruments Inc | Stock | 3,824 | $71.7 萬 | 1.0% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 2,765 | $68.2 萬 | 1.0% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,673 | $67.8 萬 | 0.9% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 4,150 | $63.8 萬 | 0.9% | – | – | 歷史 |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 33,500 | $62.6 萬 | 0.9% | – | – | – |
| ABBVAbbVie Inc. | Stock | 3,427 | $60.9 萬 | 0.9% | – | – | 歷史 |
| RTXRTX Corp | Stock | 5,189 | $60.0 萬 | 0.8% | – | – | 歷史 |
| ACNAccenture plc | Stock | 1,624 | $57.1 萬 | 0.8% | – | – | 歷史 |
| American Centy ETF Tr025072810 | FOCUSED DYNAMIC | 5,345 | $55.5 萬 | 0.8% | – | – | – |
| FTNTFortinet, Inc. | Stock | 5,800 | $54.8 萬 | 0.8% | – | – | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 19,413 | $53.2 萬 | 0.7% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,804 | $52.1 萬 | 0.7% | – | – | 歷史 |
| NVSNovartis AG | ADR | 5,005 | $48.7 萬 | 0.7% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,222 | $47.5 萬 | 0.7% | – | – | 歷史 |
| SYKStryker Corp | Stock | 1,298 | $46.7 萬 | 0.7% | – | – | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 8,603 | $44.7 萬 | 0.6% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,111 | $44.6 萬 | 0.6% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 4,135 | $44.5 萬 | 0.6% | – | – | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 4,684 | $43.4 萬 | 0.6% | – | – | – |
| RIORio Tinto PLC | ADR | 7,345 | $43.2 萬 | 0.6% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,015 | $41.0 萬 | 0.6% | – | – | 歷史 |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 14,690 | $38.8 萬 | 0.5% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 3,588 | $38.7 萬 | 0.5% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,119 | $37.4 萬 | 0.5% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 3,269 | $37.0 萬 | 0.5% | – | – | 歷史 |
| AFLAflac Inc | Stock | 3,472 | $35.9 萬 | 0.5% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 609 | $35.7 萬 | 0.5% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,214 | $35.2 萬 | 0.5% | – | – | 歷史 |
| XYZBlock, Inc. | CL A | 4,060 | $34.5 萬 | 0.5% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 3,076 | $34.3 萬 | 0.5% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 2,700 | $33.5 萬 | 0.5% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,520 | $33.3 萬 | 0.5% | – | – | – |
| WMBWilliams Companies, Inc. | COM | 5,935 | $32.1 萬 | 0.4% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 1,206 | $31.4 萬 | 0.4% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 6,973 | $31.3 萬 | 0.4% | – | – | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,097 | $31.1 萬 | 0.4% | – | – | 歷史 |
| GPCGenuine Parts Co | Stock | 2,606 | $30.4 萬 | 0.4% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 12,815 | $29.6 萬 | 0.4% | – | – | – |
| BHPBHP Group Ltd | ADR | 5,847 | $28.6 萬 | 0.4% | – | – | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 450 | $26.6 萬 | 0.4% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 10,029 | $26.6 萬 | 0.4% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 440 | $25.9 萬 | 0.4% | – | – | – |
| MMM3M Co | Stock | 2,000 | $25.8 萬 | 0.4% | – | – | 歷史 |
| VVisa Inc. | Stock | 804 | $25.4 萬 | 0.4% | – | – | 歷史 |
| PHParker-Hannifin Corp | Stock | 398 | $25.3 萬 | 0.4% | – | – | 歷史 |
| RFRegions Financial Corp | COM | 10,750 | $25.3 萬 | 0.4% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,530 | $25.2 萬 | 0.4% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 10,741 | $25.0 萬 | 0.3% | – | – | – |
| APOApollo Global Management, Inc. | COM | 1,500 | $24.8 萬 | 0.3% | – | – | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 9,393 | $24.0 萬 | 0.3% | – | – | – |
| DHRDanaher Corp | Stock | 1,005 | $23.1 萬 | 0.3% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 3,276 | $23.0 萬 | 0.3% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 629 | $22.8 萬 | 0.3% | – | – | 歷史 |
| DVNDevon Energy Corp | Stock | 6,725 | $22.0 萬 | 0.3% | – | – | 歷史 |
| Fidelity Covington Trust316092139 | DISRUPTIVE TECH | 6,180 | $21.8 萬 | 0.3% | – | – | – |
| LMTLockheed Martin Corp | Stock | 442 | $21.5 萬 | 0.3% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 3,388 | $21.1 萬 | 0.3% | – | – | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 4,786 | $21.1 萬 | 0.3% | – | – | – |
| MTBM&T Bank Corp | COM | 1,100 | $20.7 萬 | 0.3% | – | – | 歷史 |
| KLACKLA Corp | COM NEW | 325 | $20.5 萬 | 0.3% | – | – | 歷史 |
| Victory Portfolios II92647N873 | VCSHS US SMCP HG | 3,404 | $20.2 萬 | 0.3% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 1,680 | $20.2 萬 | 0.3% | – | – | 歷史 |
| KGCKinross Gold Corp | COM | 19,350 | $17.9 萬 | 0.3% | – | – | 歷史 |
| SGMOQSangamo Therapeutics, Inc | COM | 18,550 | $1.89 萬 | <0.1% | – | – | 歷史 |