BC

Bulwark Capital Corp

分散型投资策略行业集中型趋势追踪型

申报总市值

US$1.8亿

申报季度: 2026-06-30 · 持股只数: 105

Bulwark Capital Corp在最新一期 13F 报告中披露了 105 项持股，申报期为 2026-06-30，总持股市值约为 US$1.8亿，季度换手率为 20.0%。

机构性格雪花图

集中度
19.5
持仓稳定性
19.97
动能／逆势
100
行业集中度
100
多样化
100
仓位均衡度
79.61

近期动向

  • 减仓 JPLD

    -16.6%　-US$205.2万

  • 减仓 UYLD

    -20.7%　-US$170.4万

  • 加仓 ICSH

    +154.8%　US$205.3万

  • 加仓 PULS

    +20.1%　US$322.7万

  • 清仓 JSI

  • 加仓 VGT

    +700.0%　US$188.6万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1PULSPgim Ultra Short Bond ETFETF-其他10.78%+0.96%+20.13%
2VTIVanguard Total Stock Mkt ETFETF-其他10.66%+0.56%+0.23%
3IVVIshares Core S&p 500 ETFETF-大型股与成长6.88%+0.47%+2.60%
4JPLDJpmorgan LTD Duration ETFETF-其他5.78%-1.82%-16.65%
5SCHRSchwab Intermediate-term USETF-其他5.01%-0.53%-0.06%
6SCHPSchwab U.s. Tips ETFETF-其他4.99%+0.17%+13.68%
7VTIPVanguard Short-term TipsETF-其他4.78%-0.55%-2.31%
8VGTVanguard Info Tech ETFETF-科技型3.93%+0.79%+700.00%
9UYLDAngel Oak Ultrashort IncomeETF-其他3.67%-1.40%-20.66%
10SGOVIshares 0-3 Month Treasury BETF-政府公债3.56%-0.78%-10.12%
11CLOAIshares Aaa Clo Act Etf-usdiETF-其他2.88%+0.62%+39.43%
12CGDVCap Group Dividend ValueETF-其他2.77%+0.13%-0.77%
13JAAAJanus Henderson Aaa Clo ETFETF-其他2.68%-0.10%+5.54%
14XHLFBondbloxx Bbg 6 Mth US TreasETF-其他2.68%-0.53%-8.42%
15IUSGIshares Core S&p U.s. GrowthETF-其他2.21%+0.26%+1.99%
16XLGInvesco S&p 500 Top 50 ETFETF-大型股与成长2.20%+0.57%+31.73%
17ICSHIshares Ultra Short DurationETF-其他1.90%+1.08%+154.76%
18VMBSVanguard Mortgage-backed SecETF-其他1.67%-0.22%-2.89%
19CGCVCap Group Conservative EqETF-其他1.55%+0.08%+5.03%
20QQQInvesco Qqq Trust Series 1ETF-科技型1.47%+0.23%+1.69%
21TBLLInvesco Short Term TreasuryETF-政府公债1.27%——
22FNDXSchwab Fndmntl US Lrg Co ETFETF-其他1.12%+0.01%-0.85%
23JMBSJanus Henderson Mortg BackedETF-其他1.06%-0.07%+3.59%
24CGXUCap Group Intl FocusETF-其他1.01%+0.17%+11.61%
25VIGVanguard Dividend Apprec ETFETF-其他0.86%-0.71%-45.40%
26IGSBIshares 1-5y Inv Grade CORPETF-其他0.78%+0.78%NEW
27XONEBondbloxx Bbg 1 Dur US TreasETF-其他0.75%-0.02%+6.23%
28SCHGSchwab US Large-cap GrowthETF-其他0.72%+0.01%-5.12%
29EMXCIshares Msci Emr Mrk Ex ChnaETF-其他0.63%+0.12%+5.01%
30FNDFSchwab Fndmn Intl Lrg Co ETFETF-其他0.56%—+0.79%
31VCRVanguard Consumer Discre ETFETF-其他0.55%+0.01%—
32FLOTIshares Floating Rate Bond EETF-其他0.54%+0.54%NEW
33DGRWWisdomtree U.s. Quality DiviETF-其他0.53%—-4.62%
34VYMVanguard High Dvd Yield ETFETF-其他0.49%——
35ACWVIshares Msci Global Min VolETF-其他0.49%+0.13%+47.84%
36VBILVanguard 0-3m T-bill ETFETF-其他0.46%+0.46%NEW
37QQQMInvesco Nasdaq 100 ETFETF-科技型0.44%+0.21%+67.16%
38DEXCDimensional Em Ex Cce ETFETF-其他0.41%+0.05%-1.73%
39XLFSs Financial Select SectorETF-其他0.41%-0.01%—
40SPSBSs Spdr P St C CORP ETFETF-其他0.39%+0.08%+38.30%
41AAPLApple INC股票-科技0.34%+0.01%—
42VHTVanguard Health Care ETFETF-其他0.34%—-7.01%
43FRDMFreedom 100 Emeging Mrkt ETFETF-其他0.33%+0.04%-6.49%
44XLISs Industrial Select SectorETF-其他0.29%+0.01%—
45VCSHVanguard S/t CORP Bond ETFETF-投资级公司债0.27%—-0.03%
46SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.27%—-17.29%
47IEFAIshares Core Msci Eafe ETFETF-其他0.18%-0.48%-72.34%
48ENFRAlerian Energy InfrastructurETF-其他0.18%—-0.45%
49VUSBVanguard Ultra Short Bond EtETF-其他0.18%+0.13%+317.52%
50SCHDSchwab US Dvd Equity ETFETF-其他0.16%—-0.27%
1–50 of 105

本季持股变动

Bulwark Capital Corp 在 2026-06-30 最显著的持仓异动： 清仓: Jh Securitized Income ETF (JSI); 新建仓: Ishares 1-5y Inv Grade CORP (IGSB); 新建仓: Ishares Floating Rate Bond E (FLOT); 新建仓: Vanguard 0-3m T-bill ETF (VBIL); 清仓: Invesco S&p Emerging Markets (EELV).

Bulwark Capital Corp 于截至 2026-06-30 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1ICSHIshares Ultra Short Duration+1.1%+154.76%加仓
2PULSPgim Ultra Short Bond ETF+1%+20.13%加仓
3VGTVanguard Info Tech ETF+0.8%+700.00%加仓
4IGSBIshares 1-5y Inv Grade CORP+0.8%NEW新建仓
5CLOAIshares Aaa Clo Act Etf-usdi+0.6%+39.43%加仓
6XLGInvesco S&p 500 Top 50 ETF+0.6%+31.73%加仓
7VTIVanguard Total Stock Mkt ETF+0.6%+0.23%加仓
8FLOTIshares Floating Rate Bond E+0.5%NEW新建仓
9IVVIshares Core S&p 500 ETF+0.5%+2.60%加仓
10VBILVanguard 0-3m T-bill ETF+0.5%NEW新建仓
11IUSGIshares Core S&p U.s. Growth+0.3%+1.99%加仓
12QQQInvesco Qqq Trust Series 1+0.2%+1.69%加仓
13QQQMInvesco Nasdaq 100 ETF+0.2%+67.16%加仓
14SCHPSchwab U.s. Tips ETF+0.2%+13.68%加仓
15CGXUCap Group Intl Focus+0.2%+11.61%加仓
16CGDVCap Group Dividend Value+0.1%-0.77%减仓
17ACWVIshares Msci Global Min Vol+0.1%+47.84%加仓
18VUSBVanguard Ultra Short Bond Et+0.1%+317.52%加仓
19EMXCIshares Msci Emr Mrk Ex Chna+0.1%+5.01%加仓
20CGCVCap Group Conservative Eq+0.1%+5.03%加仓
21SPSBSs Spdr P St C CORP ETF+0.1%+38.30%加仓
22DEXCDimensional Em Ex Cce ETF+0.1%-1.73%减仓
23PHYSSprott Physical Gold Trust+0.1%+231.39%加仓
24FRDMFreedom 100 Emeging Mrkt ETF0%-6.49%减仓
25IHAKIshares Cybersecurity & Tech0%—不变
26JABSJanus Hdrsn Ass Bkd Sec ETF0%+81.74%加仓
27XLKSs Technology Select Sector0%—不变
28FNDXSchwab Fndmntl US Lrg Co ETF0%-0.85%减仓
29SCHGSchwab US Large-cap Growth0%-5.12%减仓
30VCRVanguard Consumer Discre ETF0%—不变
31AAPLApple INC0%—不变
32XLISs Industrial Select Sector0%—不变
33FNDFSchwab Fndmn Intl Lrg Co ETF—+0.79%加仓
34XLFSs Financial Select Sector0%—不变
35XONEBondbloxx Bbg 1 Dur US Treas0%+6.23%加仓
36IAKIshares U.s. Insurance ETF-0.1%-93.33%减仓
37VEAVanguard Ftse Developed ETF-0.1%-51.93%减仓
38JMBSJanus Henderson Mortg Backed-0.1%+3.59%加仓
39JAAAJanus Henderson Aaa Clo ETF-0.1%+5.54%加仓
40VMBSVanguard Mortgage-backed Sec-0.2%-2.89%减仓
41EELVInvesco S&p Emerging Markets-0.3%EXIT清仓
42IEFAIshares Core Msci Eafe ETF-0.5%-72.34%减仓
43XHLFBondbloxx Bbg 6 Mth US Treas-0.5%-8.42%减仓
44SCHRSchwab Intermediate-term US-0.5%-0.06%减仓
45VTIPVanguard Short-term Tips-0.6%-2.31%减仓
46VIGVanguard Dividend Apprec ETF-0.7%-45.40%减仓
47SGOVIshares 0-3 Month Treasury B-0.8%-10.12%减仓
48JSIJh Securitized Income ETF-0.9%EXIT清仓
49UYLDAngel Oak Ultrashort Income-1.4%-20.66%减仓
50JPLDJpmorgan LTD Duration ETF-1.8%-16.65%减仓

FAQ

Bulwark Capital Corp 是什么机构？属于哪种投资人类型？
Bulwark Capital Corp 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-06-30），该机构追踪的股票投资组合估值约为 US$1.8亿，分布在 105 个已申报仓位之中。
Bulwark Capital Corp 目前前几大持股有哪些？
根据最新 13F 申报，Bulwark Capital Corp 按市值排列的前几大持股为： 1. Pgim Ultra Short Bond ETF (PULS) — US$1916.0万 (10.8%) 2. Vanguard Total Stock Mkt ETF (VTI) — US$1894.9万 (10.7%) 3. Ishares Core S&p 500 ETF (IVV) — US$1222.6万 (6.9%) 4. Jpmorgan LTD Duration ETF (JPLD) — US$1027.6万 (5.8%) 5. Schwab Intermediate-term US (SCHR) — US$889.4万 (5.0%)
Bulwark Capital Corp 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Bulwark Capital Corp 共进行了 44 项显著调整：新建仓 3 个仓位、加仓 23 个既有持股、减仓 16 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：清仓: Jh Securitized Income ETF (JSI); 新建仓: Ishares 1-5y Inv Grade CORP (IGSB); 新建仓: Ishares Floating Rate Bond E (FLOT); 新建仓: Vanguard 0-3m T-bill ETF (VBIL); 清仓: Invesco S&p Emerging Markets (EELV)
Bulwark Capital Corp 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Bulwark Capital Corp 的主要板块分布如下： • Information Technology: 68.8% • Consumer Staples: 12.0% • Industrials: 7.2% • Communication Services: 3.9% • Materials: 2.9% • Financials: 2.3%