BSW Wealth Partners
BOULDER CO · SEC CIK 0001512601
$8.19亿2026Q1 申报市值
312持仓数
48.3%前十大占比 · 第一大 14.6%
23 / 25新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AAPL 加仓+$354.75万
CRBN 加仓+$169.38万
VTEB 加仓+$69.67万
AMZN 加仓+$65.04万
SAP 加仓+$62.56万
2026Q1 卖出最多 按季末市值估算
EXCHANGE LISTED 清仓-$333.23万
AVDE 减仓-$89.87万
NVDA 减仓-$87.51万
MEAR 清仓-$69.12万
GILD 减仓-$63.57万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ICE | INTERCONTINENTAL EXCHANGE IN | $30.11万 | 0.04% | 1,914 | -22 | -1.1% | -$3,461 | 减仓 |
| CTVA | CORTEVA INC | $30.24万 | 0.04% | 3,612 | 3,612 | — | $30.24万 | 新建仓 |
| MPLX | MPLX LP | $30.68万 | 0.04% | 5,376 | 0 | 0.0% | — | 不变 |
| — | MORGAN STANLEY ETF TRUST | $30.99万 | 0.04% | 4,840 | 162 | 3.5% | $1.04万 | 加仓 |
| VMC | VULCAN MATLS CO | $31.00万 | 0.04% | 1,139 | 325 | 39.9% | $8.85万 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $31.21万 | 0.04% | 12,838 | 1,036 | 8.8% | $2.52万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $31.32万 | 0.04% | 3,675 | -511 | -12.2% | -$4.36万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $31.50万 | 0.04% | 11,964 | 4,244 | 55.0% | $11.17万 | 加仓 |
| SNA | SNAP ON INC | $31.60万 | 0.04% | 870 | 145 | 20.0% | $5.27万 | 加仓 |
| GLW | CORNING INC | $31.61万 | 0.04% | 2,325 | 2,325 | — | $31.61万 | 新建仓 |
| RPM | RPM INTL INC | $31.71万 | 0.04% | 3,190 | 975 | 44.0% | $9.69万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $31.77万 | 0.04% | 732 | 3 | 0.4% | $1,302 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $31.86万 | 0.04% | 4,357 | 7 | 0.2% | $512 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $31.88万 | 0.04% | 1,134 | 1,134 | — | $31.88万 | 新建仓 |
| SJM | SMUCKER J M CO | $31.99万 | 0.04% | 3,317 | 615 | 22.8% | $5.93万 | 加仓 |
| MO | ALTRIA GROUP INC | $32.65万 | 0.04% | 4,948 | 24 | 0.5% | $1,584 | 加仓 |
| BDX | BECTON DICKINSON & CO | $32.67万 | 0.04% | 2,078 | 742 | 55.5% | $11.67万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $32.76万 | 0.04% | 1,179 | 96 | 8.9% | $2.67万 | 加仓 |
| NTRS | NORTHERN TR CORP | $32.85万 | 0.04% | 2,354 | 2,354 | — | $32.85万 | 新建仓 |
| MCD | MCDONALDS CORP | $32.96万 | 0.04% | 1,060 | -190 | -15.2% | -$5.91万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $33.32万 | 0.04% | 3,588 | 275 | 8.3% | $2.55万 | 加仓 |
| FNB | F N B CORP | $33.72万 | 0.04% | 20,167 | 1 | 0.0% | $17 | 加仓 |
| PNR | PENTAIR PLC | $33.81万 | 0.04% | 3,881 | 1,393 | 56.0% | $12.13万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $34.36万 | 0.04% | 1,130 | 25 | 2.3% | $7,602 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $34.48万 | 0.04% | 7,619 | 4 | 0.1% | $181 | 加仓 |
| IGIB | ISHARES TR | $34.59万 | 0.04% | 6,500 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $35.14万 | 0.04% | 716 | -53 | -6.9% | -$2.60万 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $35.27万 | 0.04% | 39,277 | -12,296 | -23.8% | -$11.04万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $35.72万 | 0.04% | 1,915 | -179 | -8.5% | -$3.34万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $36.29万 | 0.04% | 11,013 | 835 | 8.2% | $2.75万 | 加仓 |
| ADSK | AUTODESK INC | $36.32万 | 0.04% | 1,517 | -183 | -10.8% | -$4.38万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $36.43万 | 0.04% | 3,877 | -2,568 | -39.8% | -$24.13万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $36.82万 | 0.04% | 943 | 240 | 34.1% | $9.37万 | 加仓 |
| HAL | HALLIBURTON CO | $36.98万 | 0.05% | 9,485 | -320 | -3.3% | -$1.25万 | 减仓 |
| INFY | INFOSYS LTD | $36.99万 | 0.05% | 27,379 | -8,253 | -23.2% | -$11.15万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $37.12万 | 0.05% | 1,591 | -36 | -2.2% | -$8,398 | 减仓 |
| TMUS | T-MOBILE US INC | $37.56万 | 0.05% | 1,788 | -994 | -35.7% | -$20.88万 | 减仓 |
| GE | GE AEROSPACE | $37.66万 | 0.05% | 1,327 | 19 | 1.5% | $5,392 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $37.88万 | 0.05% | 1,455 | -28 | -1.9% | -$7,289 | 减仓 |
| TIP | ISHARES TR | $37.92万 | 0.05% | 3,436 | 118 | 3.6% | $1.30万 | 加仓 |
| BIIB | BIOGEN INC | $38.02万 | 0.05% | 2,074 | 165 | 8.6% | $3.02万 | 加仓 |
| MELI | MERCADOLIBRE INC | $38.04万 | 0.05% | 220 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $38.53万 | 0.05% | 6,298 | 1,090 | 20.9% | $6.67万 | 加仓 |
| RTX | RTX CORPORATION | $39.15万 | 0.05% | 2,029 | -592 | -22.6% | -$11.42万 | 减仓 |
| SNY | SANOFI SA | $39.18万 | 0.05% | 8,133 | 2,466 | 43.5% | $11.88万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $39.54万 | 0.05% | 15,422 | 27 | 0.2% | $692 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $39.66万 | 0.05% | 1,466 | 1,466 | — | $39.66万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $40.02万 | 0.05% | 518 | -208 | -28.7% | -$16.07万 | 减仓 |
| CBRE | CBRE GROUP INC | $40.30万 | 0.05% | 2,975 | -522 | -14.9% | -$7.07万 | 减仓 |
| NVS | NOVARTIS AG | $42.34万 | 0.05% | 2,772 | -371 | -11.8% | -$5.67万 | 减仓 |
| DE | DEERE & CO | $42.40万 | 0.05% | 753 | -119 | -13.6% | -$6.70万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $42.44万 | 0.05% | 2,783 | 727 | 35.4% | $11.09万 | 加仓 |
| RKLB | ROCKET LAB CORP | $42.46万 | 0.05% | 6,611 | 3,268 | 97.8% | $20.99万 | 加仓 |
| SKM | SK TELECOM CO LTD | $42.79万 | 0.05% | 14,609 | 14,609 | — | $42.79万 | 新建仓 |
| CTAS | CINTAS CORP | $44.25万 | 0.05% | 2,616 | 805 | 44.5% | $13.62万 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $44.62万 | 0.05% | 10,564 | 5,422 | 105.4% | $22.90万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $44.84万 | 0.05% | 2,488 | 377 | 17.9% | $6.79万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $45.09万 | 0.06% | 2,274 | -23 | -1.0% | -$4,561 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $45.46万 | 0.06% | 1,814 | 407 | 28.9% | $10.20万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $45.50万 | 0.06% | 90,463 | 27,025 | 42.6% | $13.59万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $45.51万 | 0.06% | 2,371 | -99 | -4.0% | -$1.90万 | 减仓 |
| TS | TENARIS S A | $45.98万 | 0.06% | 7,903 | -21 | -0.3% | -$1,222 | 减仓 |
| HSBC | HSBC HLDGS PLC | $46.96万 | 0.06% | 5,693 | -1,098 | -16.2% | -$9.06万 | 减仓 |
| TFC | TRUIST FINL CORP | $47.15万 | 0.06% | 10,257 | 663 | 6.9% | $3.05万 | 加仓 |
| WIT | WIPRO LTD | $47.62万 | 0.06% | 224,599 | -19,557 | -8.0% | -$4.15万 | 减仓 |
| SDY | SPDR SERIES TRUST | $47.77万 | 0.06% | 3,273 | -167 | -4.9% | -$2.44万 | 减仓 |
| XYL | XYLEM INC | $47.88万 | 0.06% | 4,007 | 570 | 16.6% | $6.81万 | 加仓 |
| EQIX | EQUINIX INC | $48.23万 | 0.06% | 492 | 163 | 49.5% | $15.98万 | 重新持有 |
| VDE | VANGUARD WORLD FD | $48.26万 | 0.06% | 2,789 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $48.38万 | 0.06% | 2,441 | 361 | 17.4% | $7.16万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $49.28万 | 0.06% | 1,128 | 1 | 0.1% | $437 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $49.39万 | 0.06% | 7,871 | -129 | -1.6% | -$8,095 | 减仓 |
| VXF | VANGUARD INDEX FDS | $49.60万 | 0.06% | 2,410 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $50.78万 | 0.06% | 7,118 | 1,024 | 16.8% | $7.30万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $51.03万 | 0.06% | 3,897 | -1,695 | -30.3% | -$22.20万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $51.16万 | 0.06% | 2,804 | -1,196 | -29.9% | -$21.82万 | 减仓 |
| VO | VANGUARD INDEX FDS | $52.17万 | 0.06% | 1,817 | -4 | -0.2% | -$1,148 | 减仓 |
| IJR | ISHARES TR | $52.56万 | 0.06% | 4,228 | -282 | -6.3% | -$3.51万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $52.57万 | 0.06% | 1,140 | -509 | -30.9% | -$23.47万 | 减仓 |
| SONY | SONY GROUP CORP | $54.19万 | 0.07% | 26,178 | 1,930 | 8.0% | $4.00万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $54.33万 | 0.07% | 899 | -11 | -1.2% | -$6,648 | 减仓 |
| GWW | WW GRAINGER INC | $55.65万 | 0.07% | 510 | -65 | -11.3% | -$7.09万 | 减仓 |
| SYK | STRYKER CORPORATION | $55.83万 | 0.07% | 1,699 | 84 | 5.2% | $2.76万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $56.90万 | 0.07% | 7,853 | 1,490 | 23.4% | $10.80万 | 加仓 |
| VIV | TELEFONICA BRASIL SA | $57.39万 | 0.07% | 36,070 | -734 | -2.0% | -$1.17万 | 减仓 |
| GSK | GSK PLC | $57.65万 | 0.07% | 10,446 | -613 | -5.5% | -$3.38万 | 减仓 |
| ALL | ALLSTATE CORP | $58.05万 | 0.07% | 2,800 | 33 | 1.2% | $6,841 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $58.35万 | 0.07% | 5,120 | -500 | -8.9% | -$5.70万 | 减仓 |
| PCAR | PACCAR INC | $58.49万 | 0.07% | 5,064 | 370 | 7.9% | $4.27万 | 加仓 |
| — | HONEYWELL INTL INC | $59.13万 | 0.07% | 2,616 | 21 | 0.8% | $4,747 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $59.17万 | 0.07% | 8,226 | -1,814 | -18.1% | -$13.05万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $59.21万 | 0.07% | 960 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $60.08万 | 0.07% | 4,893 | -105 | -2.1% | -$1.29万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $60.14万 | 0.07% | 2,797 | -142 | -4.8% | -$3.05万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $60.21万 | 0.07% | 1,225 | -307 | -20.0% | -$15.09万 | 减仓 |
| BX | BLACKSTONE INC | $60.35万 | 0.07% | 5,248 | -770 | -12.8% | -$8.85万 | 减仓 |
| NOW | SERVICENOW INC | $60.51万 | 0.07% | 5,788 | 1,550 | 36.6% | $16.21万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $63.96万 | 0.08% | 2,265 | 296 | 15.0% | $8.36万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $63.99万 | 0.08% | 2,365 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $64.31万 | 0.08% | 4,866 | 307 | 6.7% | $4.06万 | 加仓 |