BXM Wealth LLC
- SEC CIK
- 0002052379
- 最新申報
- 2026/7/24
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/24 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 163
- 較 2026 年第 1 季 +32
- 總值
- $1.84 億
- 較 2026 年第 1 季 +$5,391 萬 (+41.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 33,655 | $2,478 萬 | 13.5% | +4,811+16.7% | 加碼 | – |
| Tidal Trust I886364231 | FUND GRAN US ETF | 289,149 | $799.5 萬 | 4.3% | +104,015+56.2% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 10,844 | $744.8 萬 | 4.1% | +3,756+53.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 24,799 | $717.6 萬 | 3.9% | +1,261+5.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 18,708 | $706.7 萬 | 3.8% | +3,831+25.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,824 | $458.3 萬 | 2.5% | +1,922+17.6% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 129,752 | $411.4 萬 | 2.2% | +60.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 18,869 | $377.6 萬 | 2.1% | +5,810+44.5% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 33,055 | $343.6 萬 | 1.9% | +3,140+10.5% | 加碼 | – |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 37,105 | $300.6 萬 | 1.6% | −32,233−46.5% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 19,685 | $291.9 萬 | 1.6% | +582+3.0% | 加碼 | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 17,572 | $287.4 萬 | 1.6% | −50−0.3% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 31,176 | $268.6 萬 | 1.5% | −234−0.7% | 減碼依 6 比 1 拆股換算 | – |
| Tidal Trust III45259A258 | FUND GRA MID ETF | 85,080 | $267.5 萬 | 1.5% | +33,525+65.0% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 7,659 | $250.7 萬 | 1.4% | +985+14.8% | 加碼 | 歷史 |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 21,090 | $246.9 萬 | 1.3% | −7,400−26.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 6,588 | $245.8 萬 | 1.3% | +1,587+31.7% | 加碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 6,569 | $199.0 萬 | 1.1% | −49−0.7% | 減碼 | – |
| CVXChevron Corp | Stock | 11,548 | $191.4 萬 | 1.0% | +3,121+37.0% | 加碼 | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 20,100 | $178.9 萬 | 1.0% | −318−1.6% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 14,672 | $172.3 萬 | 0.9% | +3,596+32.5% | 加碼 | 歷史 |
| VanEck FDS92107P780 | ONCHAIN ECONOMY | 39,414 | $170.8 萬 | 0.9% | +4,190+11.9% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 6,504 | $155.0 萬 | 0.8% | +410+6.7% | 加碼 | 歷史 |
| Fidelity Covington Trust316092139 | DISRUPTIVE TECH | 25,840 | $149.6 萬 | 0.8% | 00.0% | 不變 | – |
| Wedbush Ser Tr947913109 | DAN IVE REVO ETF | 38,725 | $147.5 萬 | 0.8% | +7,145+22.6% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 15,124 | $145.9 萬 | 0.8% | 00.0% | 不變 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,048 | $145.6 萬 | 0.8% | +780+34.4% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 4,720 | $142.4 萬 | 0.8% | +3,200+210.5% | 加碼依 10 比 1 拆股換算 | 歷史 |
| TXNTexas Instruments Inc | Stock | 4,675 | $139.3 萬 | 0.8% | +669+16.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,489 | $139.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,430 | $137.9 萬 | 0.8% | +1,152+26.9% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,788 | $134.6 萬 | 0.7% | +601+14.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,177 | $130.3 萬 | 0.7% | +1,399+37.0% | 加碼 | 歷史 |
| Innovator U.S. Equity Ultra Buffer ETF - January45782C300 | ETF | 27,325 | $123.9 萬 | 0.7% | −27,870−50.5% | 減碼 | – |
| ORCLOracle Corp | Stock | 8,380 | $122.8 萬 | 0.7% | +1,258+17.7% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 6,406 | $121.5 萬 | 0.7% | +893+16.2% | 加碼 | 歷史 |
| VanEck ETF Trust92189H664 | FABLE SEMIC ETF | 18,390 | $117.5 萬 | 0.6% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 10,246 | $116.0 萬 | 0.6% | +1,402+15.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,059 | $116.0 萬 | 0.6% | +549+36.4% | 加碼 | 歷史 |
| Alps ETF Tr00162Q387 | OSHARES US QUALT | 19,400 | $113.2 萬 | 0.6% | +8,500+78.0% | 加碼 | – |
| Alps ETF Tr00162Q338 | ELECTRIFICATION | 25,015 | $112.4 萬 | 0.6% | +19,055+319.7% | 加碼 | – |
| Innovator ETFs Trust45782C730 | US EQT ULTRA BF | 29,140 | $112.3 萬 | 0.6% | +29,140 | 新進 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,416 | $103.5 萬 | 0.6% | −44−1.3% | 減碼 | – |
| BNY Mellon ETF Trust09661T826 | GLOBAL INFRASCTR | 22,625 | $101.7 萬 | 0.6% | +12,750+129.1% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,701 | $99.9 萬 | 0.5% | +1,411+109.4% | 加碼 | – |
| CATCaterpillar Inc | Stock | 919 | $97.9 萬 | 0.5% | −15−1.6% | 減碼 | 歷史 |
| Fidelity High Dividend ETF316092840 | ETF | 16,000 | $96.5 萬 | 0.5% | 00.0% | 不變 | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 14,500 | $93.5 萬 | 0.5% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,596 | $92.7 萬 | 0.5% | +1,596 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 2,707 | $91.7 萬 | 0.5% | −21−0.8% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,191 | $89.2 萬 | 0.5% | −20−1.7% | 減碼 | – |
| FTNTFortinet, Inc. | Stock | 5,500 | $84.5 萬 | 0.5% | +600+12.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 5,546 | $81.3 萬 | 0.4% | +941+20.4% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,570 | $80.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,976 | $80.5 萬 | 0.4% | +315+11.8% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 1,862 | $80.4 萬 | 0.4% | +150+8.8% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 11,105 | $80.3 萬 | 0.4% | +11,105 | 新進 | – |
| IAUiShares Gold Trust | ETF | 10,300 | $77.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 6,603 | $77.0 萬 | 0.4% | +1,618+32.5% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 4,840 | $75.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 1,766 | $74.3 萬 | 0.4% | +300+20.5% | 加碼 | 歷史 |
| Pacer FDS Tr69374H709 | GLOBL CASH ETF | 16,715 | $72.4 萬 | 0.4% | −3,500−17.3% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 3,850 | $71.1 萬 | 0.4% | +100+2.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,067 | $70.9 萬 | 0.4% | +862+71.5% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,167 | $70.6 萬 | 0.4% | +958+22.8% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 3,181 | $70.1 萬 | 0.4% | −50−1.5% | 減碼 | 歷史 |
| BNY Mellon ETF Trust II05613H100 | DYNAMIC VALUE | 20,380 | $68.3 萬 | 0.4% | +4,545+28.7% | 加碼 | – |
| PANWPalo Alto Networks Inc | Stock | 1,968 | $67.1 萬 | 0.4% | +223+12.8% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 2,436 | $63.4 萬 | 0.3% | +2,436 | 新進 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 450 | $62.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 26,985 | $61.9 萬 | 0.3% | −6,896−20.4% | 減碼 | – |
| PHParker-Hannifin Corp | Stock | 633 | $61.9 萬 | 0.3% | +165+35.3% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 27,693 | $61.9 萬 | 0.3% | −3,473−11.1% | 減碼 | – |
| AXPAmerican Express Co | Stock | 1,815 | $61.4 萬 | 0.3% | +985+118.7% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 18,727 | $59.9 萬 | 0.3% | +6,427+52.3% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 12,925 | $59.5 萬 | 0.3% | +469+3.8% | 加碼 | – |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 2,167 | $58.7 萬 | 0.3% | −325−13.0% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 893 | $58.6 萬 | 0.3% | −65−6.8% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 4,664 | $57.9 萬 | 0.3% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| AMGNAmgen Inc | Stock | 1,594 | $57.7 萬 | 0.3% | +475+42.4% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 3,996 | $57.2 萬 | 0.3% | +945+31.0% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 789 | $57.0 萬 | 0.3% | +789 | 新進 | 歷史 |
| MUMicron Technology Inc | Stock | 460 | $53.1 萬 | 0.3% | +460 | 新進 | 歷史 |
| MSMorgan Stanley | Stock | 2,507 | $52.4 萬 | 0.3% | +1,251+99.6% | 加碼 | 歷史 |
| Alps ETF Tr00162Q395 | OSHARES US SMLCP | 10,940 | $52.0 萬 | 0.3% | 00.0% | 不變 | – |
| VRTVertiv Holdings Co | COM CL A | 1,543 | $51.7 萬 | 0.3% | +363+30.8% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 4,065 | $51.5 萬 | 0.3% | +1,288+46.4% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 16,192 | $50.4 萬 | 0.3% | +16,192 | 新進 | – |
| COPConocoPhillips | Stock | 4,722 | $49.1 萬 | 0.3% | +1,750+58.9% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 25,000 | $48.2 萬 | 0.3% | 00.0% | 不變 | – |
| WMBWilliams Companies, Inc. | COM | 6,429 | $47.8 萬 | 0.3% | +283+4.6% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,584 | $46.7 萬 | 0.3% | +2,584 | 新進 | 歷史 |
| CMICummins Inc | Stock | 654 | $46.6 萬 | 0.3% | +654 | 新進 | 歷史 |
| AFLAflac Inc | Stock | 3,872 | $45.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 383 | $45.0 萬 | 0.2% | +383 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,266 | $44.6 萬 | 0.2% | +372+41.6% | 加碼 | 歷史 |
| RFRegions Financial Corp | COM | 14,675 | $44.3 萬 | 0.2% | +5,000+51.7% | 加碼 | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 8,603 | $44.3 萬 | 0.2% | 00.0% | 不變 | – |
| SYKStryker Corp | Stock | 1,403 | $44.2 萬 | 0.2% | −12−0.8% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 14,975 | $44.1 萬 | 0.2% | +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 % | 紀錄 |
|---|---|---|---|---|---|
| CSXCSX Corp | Stock | 9,022 | $37.0 萬 | 0.3% | 歷史 |
| VanEck ETF Trust92189F692 | PHARMACEUTCL ETF | 3,120 | $32.4 萬 | 0.2% | – |
| NFLXNetflix Inc | Stock | 3,090 | $29.7 萬 | 0.2% | 歷史 |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 2,750 | $27.1 萬 | 0.2% | 歷史 |
| GPCGenuine Parts Co | Stock | 2,556 | $27.0 萬 | 0.2% | 歷史 |
| CAVACava Group, Inc. | COM | 2,830 | $22.9 萬 | 0.2% | 歷史 |
| Fidelity Covington Trust316092147 | DISRUPTIVE MEDIC | 8,690 | $21.3 萬 | 0.2% | – |
| SGMOQSangamo Therapeutics, Inc | COM | 12,350 | $3,049 | <0.1% | 歷史 |