BSW Wealth Partners
BOULDER CO · SEC CIK 0001512601
$8.99亿2026Q2 申报市值
331持仓数
49.1%前十大占比 · 第一大 14.7%
22 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VTEB 加仓+$546.09万
VGIT 加仓+$411.69万
CRBN 加仓+$207.41万
AOR 加仓+$175.93万
CRSR 新建仓+$127.64万
2026Q2 卖出最多 按季末市值估算
BPRE 清仓-$888.59万
IVV 减仓-$496.07万
DELL 减仓-$315.41万
AMD 减仓-$211.07万
DOCN 减仓-$196.29万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| CL | COLGATE PALMOLIVE CO | $31.90万 | 0.04% | 3,479 | -196 | -5.3% | -$1.80万 | 减仓 |
| SJM | SMUCKER J M CO | $32.16万 | 0.04% | 2,859 | -458 | -13.8% | -$5.15万 | 减仓 |
| NTES | NETEASE COM INC | $32.19万 | 0.04% | 2,512 | 365 | 17.0% | $4.68万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $32.33万 | 0.04% | 1,517 | 266 | 21.3% | $5.67万 | 加仓 |
| SNA | SNAP ON INC | $32.47万 | 0.04% | 807 | -63 | -7.2% | -$2.54万 | 减仓 |
| MELI | MERCADOLIBRE INC | $32.59万 | 0.04% | 192 | -28 | -12.7% | -$4.75万 | 减仓 |
| — | FLEXSHARES TR | $32.80万 | 0.04% | 1,407 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $32.88万 | 0.04% | 4,203 | 2,045 | 94.8% | $16.00万 | 重新持有 |
| ETN | EATON CORP PLC | $32.94万 | 0.04% | 773 | 9 | 1.2% | $3,836 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $33.00万 | 0.04% | 13,993 | -182 | -1.3% | -$4,292 | 减仓 |
| CTVA | CORTEVA INC | $33.13万 | 0.04% | 3,912 | 300 | 8.3% | $2.54万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $33.52万 | 0.04% | 2,984 | 2,984 | — | $33.52万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $34.00万 | 0.04% | 1,360 | 54 | 4.1% | $1.35万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $34.56万 | 0.04% | 59,279 | -31,184 | -34.5% | -$18.18万 | 减仓 |
| IGIB | ISHARES TR | $34.56万 | 0.04% | 6,500 | 0 | 0.0% | — | 不变 |
| VIV | TELEFONICA BRASIL SA | $34.81万 | 0.04% | 26,449 | -9,621 | -26.7% | -$12.66万 | 减仓 |
| HUBB | HUBBELL INC | $35.16万 | 0.04% | 672 | -44 | -6.1% | -$2.30万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $35.27万 | 0.04% | 1,486 | -105 | -6.6% | -$2.49万 | 减仓 |
| MO | ALTRIA GROUP INC | $35.37万 | 0.04% | 4,916 | -32 | -0.6% | -$2,303 | 减仓 |
| AVXC | AMERICAN CENTY ETF TR | $35.76万 | 0.04% | 4,175 | -25 | -0.6% | -$2,141 | 减仓 |
| — | MORGAN STANLEY ETF TRUST | $36.19万 | 0.04% | 4,754 | -86 | -1.8% | -$6,547 | 减仓 |
| EBAY | EBAY INC. | $36.21万 | 0.04% | 3,240 | 108 | 3.4% | $1.21万 | 加仓 |
| STT | STATE STR CORP | $36.31万 | 0.04% | 2,141 | 223 | 11.6% | $3.78万 | 加仓 |
| VTR | VENTAS INC | $36.41万 | 0.04% | 4,100 | 1,628 | 65.9% | $14.46万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $36.83万 | 0.04% | 3,871 | 3,871 | — | $36.83万 | 新建仓 |
| CMI | CUMMINS INC | $37.67万 | 0.04% | 528 | -2 | -0.4% | -$1,427 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $37.73万 | 0.04% | 605 | 87 | 16.8% | $5.42万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $37.99万 | 0.04% | 727 | 727 | — | $37.99万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $38.32万 | 0.04% | 397 | -214 | -35.0% | -$20.66万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $38.36万 | 0.04% | 1,418 | -37 | -2.5% | -$1.00万 | 减仓 |
| FNB | F N B CORP | $38.47万 | 0.04% | 20,165 | -2 | -0.0% | -$38 | 减仓 |
| TS | TENARIS S A | $38.64万 | 0.04% | 6,964 | -939 | -11.9% | -$5.21万 | 减仓 |
| RTX | RTX CORPORATION | $38.75万 | 0.04% | 2,042 | 13 | 0.6% | $2,467 | 加仓 |
| O | REALTY INCOME CORP | $38.92万 | 0.04% | 6,282 | -16 | -0.3% | -$991 | 减仓 |
| CTAS | CINTAS CORP | $38.98万 | 0.04% | 2,292 | -324 | -12.4% | -$5.51万 | 减仓 |
| NTRS | NORTHERN TR CORP | $39.39万 | 0.04% | 2,266 | -88 | -3.7% | -$1.53万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $39.41万 | 0.04% | 1,427 | -4,290 | -75.0% | -$118.48万 | 重新持有 |
| LMT | LOCKHEED MARTIN CORP | $39.64万 | 0.04% | 778 | -121 | -13.5% | -$6.16万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $39.72万 | 0.04% | 10,953 | -60 | -0.5% | -$2,176 | 减仓 |
| CBRE | CBRE GROUP INC | $39.72万 | 0.04% | 2,949 | -26 | -0.9% | -$3,502 | 减仓 |
| WIT | WIPRO LTD | $39.75万 | 0.04% | 176,683 | -47,916 | -21.3% | -$10.78万 | 减仓 |
| VGT | VANGUARD WORLD FD | $40.54万 | 0.05% | 3,392 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $40.67万 | 0.05% | 2,595 | -177 | -6.4% | -$2.77万 | 减仓 |
| XYL | XYLEM INC | $40.71万 | 0.05% | 3,444 | -563 | -14.1% | -$6.66万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $41.26万 | 0.05% | 1,038 | -102 | -8.9% | -$4.05万 | 减仓 |
| TIP | ISHARES TR | $41.30万 | 0.05% | 3,774 | 338 | 9.8% | $3.70万 | 加仓 |
| VDE | VANGUARD WORLD FD | $41.87万 | 0.05% | 2,789 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $42.27万 | 0.05% | 3,803 | 613 | 19.2% | $6.81万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $42.34万 | 0.05% | 1,128 | -51 | -4.3% | -$1.91万 | 减仓 |
| SYK | STRYKER CORPORATION | $42.50万 | 0.05% | 1,350 | -349 | -20.5% | -$10.99万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $43.32万 | 0.05% | 11,990 | 2,443 | 25.6% | $8.83万 | 加仓 |
| VMI | VALMONT INDS INC | $43.32万 | 0.05% | 750 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $45.45万 | 0.05% | 13,886 | 1,922 | 16.1% | $6.29万 | 加仓 |
| VO | VANGUARD INDEX FDS | $48.08万 | 0.05% | 5,967 | -1,301 | -17.9% | -$10.48万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $49.16万 | 0.05% | 7,622 | 3 | 0.0% | $194 | 加仓 |
| GE | GE AEROSPACE | $49.26万 | 0.05% | 1,318 | -9 | -0.7% | -$3,364 | 减仓 |
| DE | DEERE & CO | $49.53万 | 0.06% | 781 | 28 | 3.7% | $1.78万 | 加仓 |
| EQIX | EQUINIX INC | $49.83万 | 0.06% | 478 | -14 | -2.8% | -$1.46万 | 减仓 |
| SDY | SPDR SERIES TRUST | $49.87万 | 0.06% | 3,277 | 4 | 0.1% | $609 | 加仓 |
| SONY | SONY GROUP CORP | $50.21万 | 0.06% | 25,030 | -1,148 | -4.4% | -$2.30万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $50.29万 | 0.06% | 5,451 | 1,574 | 40.6% | $14.52万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $50.70万 | 0.06% | 2,823 | 335 | 13.5% | $6.02万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $50.76万 | 0.06% | 2,385 | 14 | 0.6% | $2,979 | 加仓 |
| GSK | GSK PLC | $50.79万 | 0.06% | 9,689 | -757 | -7.2% | -$3.97万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $51.16万 | 0.06% | 2,162 | -635 | -22.7% | -$15.03万 | 减仓 |
| CB | CHUBB LIMITED | $52.05万 | 0.06% | 1,528 | -792 | -34.1% | -$26.98万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $52.23万 | 0.06% | 2,603 | -201 | -7.2% | -$4.03万 | 减仓 |
| INTU | INTUIT | $52.24万 | 0.06% | 2,002 | 191 | 10.5% | $4.98万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $52.26万 | 0.06% | 2,854 | 71 | 2.6% | $1.30万 | 加仓 |
| SKM | SK TELECOM CO LTD | $52.58万 | 0.06% | 16,349 | 1,740 | 11.9% | $5.60万 | 加仓 |
| BIIB | BIOGEN INC | $53.19万 | 0.06% | 2,462 | 388 | 18.7% | $8.38万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $53.39万 | 0.06% | 5,614 | -79 | -1.4% | -$7,513 | 减仓 |
| GLW | CORNING INC | $54.48万 | 0.06% | 2,133 | -192 | -8.3% | -$4.90万 | 减仓 |
| TFC | TRUIST FINL CORP | $54.86万 | 0.06% | 11,011 | 754 | 7.4% | $3.76万 | 加仓 |
| RS | RELIANCE INC | $55.62万 | 0.06% | 1,489 | -820 | -35.5% | -$30.63万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $57.11万 | 0.06% | 1,917 | 1,917 | — | $57.11万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $57.12万 | 0.06% | 1,465 | -30 | -2.0% | -$1.17万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $58.34万 | 0.06% | 6,772 | 4 | 0.1% | $345 | 加仓 |
| PCAR | PACCAR INC | $58.88万 | 0.07% | 4,902 | -162 | -3.2% | -$1.95万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $59.34万 | 0.07% | 2,410 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $59.36万 | 0.07% | 1,773 | -41 | -2.3% | -$1.37万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $59.91万 | 0.07% | 785 | -158 | -16.8% | -$12.06万 | 减仓 |
| IJR | ISHARES TR | $60.04万 | 0.07% | 4,048 | -180 | -4.3% | -$2.67万 | 减仓 |
| NOW | SERVICENOW INC | $60.61万 | 0.07% | 6,105 | 317 | 5.5% | $3.15万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $61.08万 | 0.07% | 19,263 | -2,364 | -10.9% | -$7.50万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $61.57万 | 0.07% | 8,533 | 307 | 3.7% | $2.22万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $62.09万 | 0.07% | 16,889 | -1,438 | -7.8% | -$5.29万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $62.27万 | 0.07% | 1,242 | 17 | 1.4% | $8,523 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $62.34万 | 0.07% | 14,085 | 3,521 | 33.3% | $15.58万 | 加仓 |
| SPGI | S&P GLOBAL INC | $62.44万 | 0.07% | 1,533 | -57 | -3.6% | -$2.32万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $62.45万 | 0.07% | 3,952 | -463 | -10.5% | -$7.32万 | 减仓 |
| PLD | PROLOGIS INC. | $62.73万 | 0.07% | 4,631 | -235 | -4.8% | -$3.18万 | 减仓 |
| LOW | LOWES COS INC | $62.87万 | 0.07% | 2,851 | -951 | -25.0% | -$20.97万 | 减仓 |
| T | AT&T INC | $63.37万 | 0.07% | 30,614 | -1,381 | -4.3% | -$2.86万 | 减仓 |
| SYY | SYSCO CORP | $64.90万 | 0.07% | 7,765 | 647 | 9.1% | $5.41万 | 加仓 |
| BX | BLACKSTONE INC | $65.18万 | 0.07% | 5,539 | 291 | 5.5% | $3.42万 | 加仓 |
| SAP | SAP SE | $65.43万 | 0.07% | 4,246 | -586 | -12.1% | -$9.03万 | 减仓 |
| WF | WOORI FINL GROUP INC | $66.81万 | 0.07% | 11,640 | 600 | 5.4% | $3.44万 | 加仓 |
| PGR | PROGRESSIVE CORP | $67.05万 | 0.07% | 3,070 | 629 | 25.8% | $13.74万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $67.24万 | 0.07% | 956 | -4 | -0.4% | -$2,813 | 减仓 |