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 |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | $65.39万 | 0.08% | 4,415 | 1,152 | 35.3% | $17.06万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $65.52万 | 0.08% | 3,225 | -498 | -13.4% | -$10.12万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $66.35万 | 0.08% | 21,627 | 13,649 | 171.1% | $41.87万 | 加仓 |
| SPGI | S&P GLOBAL INC | $67.63万 | 0.08% | 1,590 | -340 | -17.6% | -$14.46万 | 减仓 |
| — | NIAGEN BIOSCIENCE INC | $67.91万 | 0.08% | 154,000 | 13,000 | 9.2% | $5.73万 | 加仓 |
| IEI | ISHARES TR | $68.08万 | 0.08% | 5,740 | 155 | 2.8% | $1.84万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $68.32万 | 0.08% | 5,020 | 875 | 21.1% | $11.91万 | 加仓 |
| KB | KB FINL GROUP INC | $68.84万 | 0.08% | 6,903 | 2,333 | 51.1% | $23.27万 | 加仓 |
| CSCO | CISCO SYS INC | $69.05万 | 0.08% | 8,899 | -4 | -0.0% | -$310 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $69.35万 | 0.08% | 18,327 | -2,055 | -10.1% | -$7.78万 | 减仓 |
| RS | RELIANCE INC | $70.18万 | 0.09% | 2,309 | -7 | -0.3% | -$2,128 | 减仓 |
| QCOM | QUALCOMM INC | $70.29万 | 0.09% | 5,458 | -429 | -7.3% | -$5.53万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $70.75万 | 0.09% | 1,495 | 225 | 17.7% | $10.65万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $71.80万 | 0.09% | 1,763 | 0 | 0.0% | — | 不变 |
| BNL | BROADSTONE NET LEASE INC | $72.97万 | 0.09% | 39,942 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $73.06万 | 0.09% | 4,557 | 663 | 17.0% | $10.63万 | 加仓 |
| USB | US BANCORP | $73.07万 | 0.09% | 14,049 | 3,307 | 30.8% | $17.20万 | 加仓 |
| WF | WOORI FINL GROUP INC | $73.53万 | 0.09% | 11,040 | -194 | -1.7% | -$1.29万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $73.72万 | 0.09% | 4,459 | 30 | 0.7% | $4,960 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $74.40万 | 0.09% | 3,575 | 13 | 0.4% | $2,705 | 加仓 |
| NMR | NOMURA HLDGS INC | $74.54万 | 0.09% | 94,474 | 8,754 | 10.2% | $6.91万 | 加仓 |
| CB | CHUBB LTD SWITZ | $75.62万 | 0.09% | 2,320 | 210 | 10.0% | $6.84万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $76.21万 | 0.09% | 16,695 | 234 | 1.4% | $1.07万 | 加仓 |
| BALL | BALL CORP | $76.45万 | 0.09% | 12,934 | 262 | 2.1% | $1.55万 | 加仓 |
| INTU | INTUIT | $78.28万 | 0.10% | 1,811 | -114 | -5.9% | -$4.93万 | 减仓 |
| IWB | ISHARES TR | $78.34万 | 0.10% | 2,197 | 791 | 56.3% | $28.20万 | 加仓 |
| KLAC | KLA CORP | $80.47万 | 0.10% | 547 | -27 | -4.7% | -$3.97万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $81.21万 | 0.10% | 13,391 | 2,453 | 22.4% | $14.88万 | 加仓 |
| CRM | SALESFORCE INC | $81.48万 | 0.10% | 4,365 | -228 | -5.0% | -$4.26万 | 减仓 |
| IBN | ICICI BANK LIMITED | $82.50万 | 0.10% | 31,853 | 3,674 | 13.0% | $9.52万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $82.67万 | 0.10% | 23,327 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $82.73万 | 0.10% | 4,832 | 3,654 | 310.2% | $62.56万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $83.38万 | 0.10% | 198 | 6 | 3.1% | $2.53万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $83.40万 | 0.10% | 38,502 | -303 | -0.8% | -$6,563 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $84.51万 | 0.10% | 38,979 | -15,019 | -27.8% | -$32.56万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $84.78万 | 0.10% | 3,498 | -656 | -15.8% | -$15.90万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $86.79万 | 0.11% | 2,871 | -444 | -13.4% | -$13.42万 | 减仓 |
| PWR | QUANTA SVCS INC | $86.97万 | 0.11% | 1,584 | -52 | -3.2% | -$2.85万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $87.71万 | 0.11% | 6,293 | -4,561 | -42.0% | -$63.57万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $87.74万 | 0.11% | 12,252 | 979 | 8.7% | $7.01万 | 加仓 |
| LOW | LOWES COS INC | $89.84万 | 0.11% | 3,802 | 631 | 19.9% | $14.91万 | 加仓 |
| C | CITIGROUP INC | $90.92万 | 0.11% | 8,017 | -11 | -0.1% | -$1,248 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $91.88万 | 0.11% | 18,302 | -738 | -3.9% | -$3.70万 | 减仓 |
| T | AT&T INC | $92.75万 | 0.11% | 31,995 | -5,648 | -15.0% | -$16.37万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $94.57万 | 0.12% | 136,078 | -16,500 | -10.8% | -$11.47万 | 减仓 |
| DOV | DOVER CORP | $95.20万 | 0.12% | 4,567 | 90 | 2.0% | $1.88万 | 加仓 |
| AMGN | AMGEN INC | $95.49万 | 0.12% | 2,714 | 238 | 9.6% | $8.37万 | 加仓 |
| CME | CME GROUP INC | $95.71万 | 0.12% | 3,241 | 324 | 11.1% | $9.57万 | 加仓 |
| WAB | WABTEC | $96.79万 | 0.12% | 3,873 | -110 | -2.8% | -$2.75万 | 减仓 |
| VV | VANGUARD INDEX FDS | $97.13万 | 0.12% | 3,250 | 0 | 0.0% | — | 不变 |
| CIB | GRUPO CIBEST SA | $98.13万 | 0.12% | 13,477 | -672 | -4.7% | -$4.89万 | 减仓 |
| SNPS | SYNOPSYS INC | $101.97万 | 0.12% | 2,572 | 155 | 6.4% | $6.15万 | 加仓 |
| TSLA | TESLA INC | $102.71万 | 0.13% | 2,763 | 25 | 0.9% | $9,294 | 加仓 |
| CVX | CHEVRON CORPORATION | $103.13万 | 0.13% | 4,984 | 139 | 2.9% | $2.88万 | 加仓 |
| VB | VANGUARD INDEX FDS | $103.66万 | 0.13% | 3,958 | -427 | -9.7% | -$11.18万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $106.85万 | 0.13% | 3,163 | 362 | 12.9% | $12.23万 | 加仓 |
| MS | MORGAN STANLEY | $108.52万 | 0.13% | 6,594 | 529 | 8.7% | $8.71万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $108.71万 | 0.13% | 9,164 | 242 | 2.7% | $2.87万 | 加仓 |
| IWD | ISHARES TR | $110.00万 | 0.13% | 5,148 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $114.60万 | 0.14% | 4,723 | -44 | -0.9% | -$1.07万 | 减仓 |
| GEV | GE VERNOVA INC | $117.67万 | 0.14% | 1,348 | -74 | -5.2% | -$6.46万 | 减仓 |
| WELL | WELLTOWER INC | $118.96万 | 0.15% | 6,017 | -283 | -4.5% | -$5.59万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $119.71万 | 0.15% | 13,956 | -1,700 | -10.9% | -$14.58万 | 减仓 |
| GLD | SPDR GOLD TR | $121.99万 | 0.15% | 2,835 | -811 | -22.2% | -$34.90万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $123.08万 | 0.15% | 11,988 | -128 | -1.1% | -$1.31万 | 减仓 |
| ESML | ISHARES TR | $125.83万 | 0.15% | 26,760 | -3,331 | -11.1% | -$15.66万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $126.60万 | 0.15% | 2,534 | -92 | -3.5% | -$4.60万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $127.42万 | 0.16% | 1,279 | 12 | 0.9% | $1.20万 | 加仓 |
| ORCL | ORACLE CORP | $127.48万 | 0.16% | 8,666 | 685 | 8.6% | $10.08万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $130.03万 | 0.16% | 4,299 | 17 | 0.4% | $5,142 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $130.04万 | 0.16% | 1,537 | 41 | 2.7% | $3.47万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $134.25万 | 0.16% | 5,492 | 187 | 3.5% | $4.57万 | 加仓 |
| DIS | DISNEY WALT CO | $134.43万 | 0.16% | 13,948 | -476 | -3.3% | -$4.59万 | 减仓 |
| TJX | TJX COS INC NEW | $134.46万 | 0.16% | 8,420 | -224 | -2.6% | -$3.58万 | 减仓 |
| ASML | ASML HLDG NV | $135.13万 | 0.16% | 1,023 | -15 | -1.4% | -$1.98万 | 减仓 |
| WMT | WALMART INC | $143.62万 | 0.18% | 11,556 | 95 | 0.8% | $1.18万 | 加仓 |
| HD | HOME DEPOT INC | $145.08万 | 0.18% | 4,411 | -14 | -0.3% | -$4,605 | 减仓 |
| — | EXXON MOBIL CORP | $146.85万 | 0.18% | 8,655 | 226 | 2.7% | $3.83万 | 加仓 |
| AMAT | APPLIED MATLS INC | $149.45万 | 0.18% | 4,373 | -367 | -7.7% | -$12.54万 | 减仓 |
| INTC | INTEL CORP | $151.68万 | 0.19% | 34,371 | 2,794 | 8.8% | $12.33万 | 加仓 |
| NFLX | NETFLIX INC. | $155.71万 | 0.19% | 16,194 | 1,273 | 8.5% | $12.24万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $159.37万 | 0.19% | 63,496 | -97 | -0.2% | -$2,435 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $171.32万 | 0.21% | 8,421 | 113 | 1.4% | $2.30万 | 加仓 |
| IWF | ISHARES TR | $171.58万 | 0.21% | 4,024 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $173.26万 | 0.21% | 2,446 | 33 | 1.4% | $2.34万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $175.80万 | 0.21% | 6,027 | -212 | -3.4% | -$6.18万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $178.88万 | 0.22% | 8,234 | 1,374 | 20.0% | $29.85万 | 加仓 |
| — | MATTHEWS INTL FDS | $182.33万 | 0.22% | 58,691 | 6,533 | 12.5% | $20.30万 | 加仓 |
| PFE | PFIZER INC | $189.46万 | 0.23% | 67,473 | 9,718 | 16.8% | $27.29万 | 加仓 |
| QQQ | INVESCO QQQ TR | $197.13万 | 0.24% | 3,415 | 127 | 3.9% | $7.33万 | 加仓 |
| V | VISA INC | $206.60万 | 0.25% | 6,836 | 39 | 0.6% | $1.18万 | 加仓 |
| MRK | MERCK & CO INC | $216.45万 | 0.26% | 17,994 | -669 | -3.6% | -$8.05万 | 减仓 |
| EEM | ISHARES TR | $217.77万 | 0.27% | 38,347 | -583 | -1.5% | -$3.31万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $219.07万 | 0.27% | 16,484 | -1,128 | -6.4% | -$14.99万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $224.40万 | 0.27% | 10,502 | -1,118 | -9.6% | -$23.89万 | 减仓 |
| PEP | PEPSICO INC | $227.88万 | 0.28% | 14,674 | 254 | 1.8% | $3.94万 | 加仓 |
| ABBV | ABBVIE INC | $228.29万 | 0.28% | 10,496 | 169 | 1.6% | $3.68万 | 加仓 |
| KO | COCA COLA CO | $234.01万 | 0.29% | 30,771 | -290 | -0.9% | -$2.21万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $236.61万 | 0.29% | 95,601 | -10,720 | -10.1% | -$26.53万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $242.62万 | 0.30% | 5,063 | 0 | 0.0% | — | 不变 |