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 |
|---|---|---|---|---|---|---|---|---|
| AWK | AMERICAN WTR WKS CO INC NEW | $67.50万 | 0.08% | 5,130 | 110 | 2.2% | $1.45万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $67.89万 | 0.08% | 4,646 | 749 | 19.2% | $10.94万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $68.63万 | 0.08% | 5,167 | 47 | 0.9% | $6,243 | 加仓 |
| GWW | WW GRAINGER INC | $68.86万 | 0.08% | 506 | -4 | -0.8% | -$5,444 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $68.88万 | 0.08% | 12,252 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $69.30万 | 0.08% | 7,210 | -643 | -8.2% | -$6.18万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $70.38万 | 0.08% | 23,327 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $70.95万 | 0.08% | 6,980 | 369 | 5.6% | $3.75万 | 加仓 |
| CRM | SALESFORCE INC | $71.36万 | 0.08% | 4,555 | 190 | 4.4% | $2.98万 | 加仓 |
| CME | CME GROUP INC | $71.75万 | 0.08% | 3,249 | 8 | 0.2% | $1,767 | 加仓 |
| ALL | ALLSTATE CORP | $72.85万 | 0.08% | 3,062 | 262 | 9.4% | $6.23万 | 加仓 |
| BALL | BALL CORP | $74.39万 | 0.08% | 11,922 | -1,012 | -7.8% | -$6.32万 | 减仓 |
| NMR | NOMURA HLDGS INC | $74.41万 | 0.08% | 84,749 | -9,725 | -10.3% | -$8.54万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $75.02万 | 0.08% | 2,143 | -122 | -5.4% | -$4.27万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $75.44万 | 0.08% | 25,633 | 10,211 | 66.2% | $30.05万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $75.79万 | 0.08% | 3,384 | 159 | 4.9% | $3.56万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $79.28万 | 0.09% | 6,275 | -18 | -0.3% | -$2,274 | 减仓 |
| ANET | ARISTA NETWORKS INC | $79.29万 | 0.09% | 4,667 | -226 | -4.6% | -$3.84万 | 减仓 |
| CVX | CHEVRON CORPORATION | $79.47万 | 0.09% | 4,794 | -190 | -3.8% | -$3.15万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $79.59万 | 0.09% | 4,465 | -485 | -9.8% | -$8.64万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $79.72万 | 0.09% | 18,828 | 526 | 2.9% | $2.23万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $80.09万 | 0.09% | 4,427 | -32 | -0.7% | -$5,789 | 减仓 |
| USB | US BANCORP | $81.33万 | 0.09% | 13,465 | -584 | -4.2% | -$3.53万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $81.59万 | 0.09% | 16,192 | -503 | -3.0% | -$2.53万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $84.34万 | 0.09% | 14,637 | 1,246 | 9.3% | $7.18万 | 加仓 |
| KB | KB FINL GROUP INC | $86.75万 | 0.10% | 8,265 | 1,362 | 19.7% | $14.30万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $87.20万 | 0.10% | 3,542 | -33 | -0.9% | -$8,124 | 减仓 |
| IEI | ISHARES TR | $89.50万 | 0.10% | 7,620 | 1,880 | 32.8% | $22.08万 | 加仓 |
| IWB | ISHARES TR | $89.97万 | 0.10% | 2,197 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $90.65万 | 0.10% | 4,906 | -552 | -10.1% | -$10.20万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $91.66万 | 0.10% | 1,435 | -31 | -2.1% | -$1.98万 | 减仓 |
| AMGN | AMGEN INC | $94.08万 | 0.10% | 2,598 | -116 | -4.3% | -$4.20万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $94.17万 | 0.10% | 2,266 | -99 | -4.2% | -$4.11万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $95.11万 | 0.11% | 37,954 | -548 | -1.4% | -$1.37万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $97.30万 | 0.11% | 3,460 | -38 | -1.1% | -$1.07万 | 减仓 |
| IBN | ICICI BANK LIMITED | $97.35万 | 0.11% | 33,533 | 1,680 | 5.3% | $4.88万 | 加仓 |
| CIB | GRUPO CIBEST SA | $97.73万 | 0.11% | 12,304 | -1,173 | -8.7% | -$9.32万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $98.43万 | 0.11% | 2,692 | -179 | -6.2% | -$6.54万 | 减仓 |
| DOV | DOVER CORP | $98.55万 | 0.11% | 4,394 | -173 | -3.8% | -$3.88万 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $100.06万 | 0.11% | 36,773 | -2,504 | -6.4% | -$6.81万 | 减仓 |
| MS | MORGAN STANLEY | $100.31万 | 0.11% | 4,798 | -1,796 | -27.2% | -$37.55万 | 减仓 |
| WAB | WABTEC | $105.77万 | 0.12% | 3,923 | 50 | 1.3% | $1.35万 | 加仓 |
| PWR | QUANTA SVCS INC | $105.99万 | 0.12% | 1,472 | -112 | -7.1% | -$8.06万 | 减仓 |
| CSCO | CISCO SYS INC | $106.41万 | 0.12% | 9,060 | 161 | 1.8% | $1.89万 | 加仓 |
| VB | VANGUARD INDEX FDS | $109.35万 | 0.12% | 3,608 | -350 | -8.8% | -$10.61万 | 减仓 |
| VV | VANGUARD INDEX FDS | $111.77万 | 0.12% | 3,250 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $111.92万 | 0.12% | 7,996 | -21 | -0.3% | -$2,939 | 减仓 |
| TSLA | TESLA INC | $112.83万 | 0.13% | 2,683 | -80 | -2.9% | -$3.36万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $112.96万 | 0.13% | 147,078 | 11,000 | 8.1% | $8.45万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $113.13万 | 0.13% | 12,467 | 479 | 4.0% | $4.35万 | 加仓 |
| — | EXXON MOBIL CORP | $116.27万 | 0.13% | 8,504 | -151 | -1.7% | -$2.06万 | 减仓 |
| GLD | SPDR GOLD TR | $116.91万 | 0.13% | 3,174 | 339 | 12.0% | $12.49万 | 加仓 |
| NFLX | NETFLIX INC. | $116.97万 | 0.13% | 16,382 | 188 | 1.2% | $1.34万 | 加仓 |
| ORCL | ORACLE CORP | $118.42万 | 0.13% | 8,081 | -585 | -6.8% | -$8.57万 | 减仓 |
| TJX | TJX COS INC NEW | $119.75万 | 0.13% | 7,904 | -516 | -6.1% | -$7.82万 | 减仓 |
| IWD | ISHARES TR | $123.59万 | 0.14% | 5,098 | -50 | -1.0% | -$1.21万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $125.35万 | 0.14% | 1,340 | 61 | 4.8% | $5.71万 | 加仓 |
| WMT | WALMART INC | $127.56万 | 0.14% | 11,263 | -293 | -2.5% | -$3.32万 | 减仓 |
| CRSR | CORSAIR GAMING INC | $127.64万 | 0.14% | 132,000 | 132,000 | — | $127.64万 | 新建仓 |
| UNP | UNION PAC CORP | $128.36万 | 0.14% | 4,719 | -4 | -0.1% | -$1,088 | 减仓 |
| MA | MASTERCARD INCORPORATED | $128.75万 | 0.14% | 2,507 | -27 | -1.1% | -$1.39万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $131.10万 | 0.15% | 9,066 | -98 | -1.1% | -$1.42万 | 减仓 |
| PEP | PEPSICO INC | $132.34万 | 0.15% | 9,774 | -4,900 | -33.4% | -$66.35万 | 减仓 |
| WELL | WELLTOWER INC | $132.34万 | 0.15% | 5,831 | -186 | -3.1% | -$4.22万 | 减仓 |
| DIS | DISNEY WALT CO | $132.85万 | 0.15% | 13,802 | -146 | -1.0% | -$1.41万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $133.58万 | 0.15% | 5,260 | -232 | -4.2% | -$5.89万 | 减仓 |
| HD | HOME DEPOT INC | $135.49万 | 0.15% | 3,842 | -569 | -12.9% | -$20.07万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $139.42万 | 0.16% | 4,122 | -177 | -4.1% | -$5.99万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $147.98万 | 0.16% | 1,763 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $148.50万 | 0.17% | 3,329 | 757 | 29.4% | $33.77万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $148.59万 | 0.17% | 1,469 | -68 | -4.4% | -$6.88万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $151.62万 | 0.17% | 4,446 | -111 | -2.4% | -$3.79万 | 减仓 |
| GEV | GE VERNOVA INC | $153.09万 | 0.17% | 1,303 | -45 | -3.3% | -$5.29万 | 减仓 |
| KLAC | KLA CORP | $155.06万 | 0.17% | 5,139 | -331 | -6.1% | -$9.99万 | 减仓 |
| PFE | PFIZER INC | $158.95万 | 0.18% | 66,011 | -1,462 | -2.2% | -$3.52万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $167.81万 | 0.19% | 37,193 | -1,786 | -4.6% | -$8.06万 | 减仓 |
| LIN | LINDE PLC | $181.01万 | 0.20% | 3,488 | -1,920 | -35.5% | -$99.64万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $181.26万 | 0.20% | 62,590 | -906 | -1.4% | -$2.62万 | 减仓 |
| ESML | ISHARES TR | $182.40万 | 0.20% | 32,613 | 5,853 | 21.9% | $32.74万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $198.05万 | 0.22% | 5,999 | -28 | -0.5% | -$9,244 | 减仓 |
| ASML | ASML HLDG NV | $205.72万 | 0.23% | 1,034 | 11 | 1.1% | $2.19万 | 加仓 |
| IWF | ISHARES TR | $208.68万 | 0.23% | 16,806 | 710 | 4.4% | $8.82万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $211.13万 | 0.23% | 8,689 | 455 | 5.5% | $11.06万 | 加仓 |
| — | MATTHEWS INTL FDS | $217.24万 | 0.24% | 51,116 | -7,575 | -12.9% | -$32.19万 | 减仓 |
| MRK | MERCK & CO INC | $225.90万 | 0.25% | 17,580 | -414 | -2.3% | -$5.32万 | 减仓 |
| V | VISA INC | $236.36万 | 0.26% | 6,889 | 53 | 0.8% | $1.82万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $239.38万 | 0.27% | 4,784 | -279 | -5.5% | -$13.96万 | 减仓 |
| KO | COCA COLA CO | $249.69万 | 0.28% | 30,724 | -47 | -0.2% | -$3,820 | 减仓 |
| EEM | ISHARES TR | $255.72万 | 0.28% | 37,381 | -966 | -2.5% | -$6.61万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $256.21万 | 0.28% | 21,960 | -83 | -0.4% | -$9,684 | 减仓 |
| CAT | CATERPILLAR INC | $256.92万 | 0.29% | 2,413 | -33 | -1.3% | -$3.51万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $262.21万 | 0.29% | 94,660 | -941 | -1.0% | -$2.61万 | 减仓 |
| ABBV | ABBVIE INC | $262.30万 | 0.29% | 10,424 | -72 | -0.7% | -$1.81万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $266.81万 | 0.30% | 18,195 | -7,073 | -28.0% | -$103.72万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $274.35万 | 0.31% | 45,962 | -3,266 | -6.6% | -$19.49万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $278.17万 | 0.31% | 4,788 | -3,633 | -43.1% | -$211.07万 | 减仓 |
| META | META PLATFORMS INC | $288.95万 | 0.32% | 5,130 | -233 | -4.3% | -$13.12万 | 减仓 |
| QQQ | INVESCO QQQ TR | $299.19万 | 0.33% | 4,063 | 648 | 19.0% | $47.72万 | 加仓 |
| AMAT | APPLIED MATLS INC | $305.24万 | 0.34% | 4,222 | -151 | -3.5% | -$10.92万 | 减仓 |
| NULV | NUSHARES ETF TR | $307.08万 | 0.34% | 61,429 | -25,015 | -28.9% | -$125.05万 | 减仓 |