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 |
|---|---|---|---|---|---|---|---|---|
| VWO | VANGUARD INTL EQUITY INDEX F | $266.08万 | 0.32% | 49,228 | 274 | 0.6% | $1.48万 | 加仓 |
| LIN | LINDE PLC | $268.11万 | 0.33% | 5,408 | -33 | -0.6% | -$1.64万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $297.79万 | 0.36% | 21,529 | 1,382 | 6.9% | $19.12万 | 加仓 |
| META | META PLATFORMS INC | $306.81万 | 0.37% | 5,363 | 264 | 5.2% | $15.10万 | 加仓 |
| XVV | ISHARES TR | $309.00万 | 0.38% | 62,780 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $317.76万 | 0.39% | 19,360 | -1,894 | -8.9% | -$31.09万 | 减仓 |
| LLY | ELI LILLY & CO | $318.55万 | 0.39% | 3,463 | -158 | -4.4% | -$14.53万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $322.45万 | 0.39% | 22,043 | 42 | 0.2% | $6,144 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $334.89万 | 0.41% | 9,909 | 153 | 1.6% | $5.17万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $340.23万 | 0.42% | 11,566 | 247 | 2.2% | $7.27万 | 加仓 |
| NUSC | NUSHARES ETF TR | $362.06万 | 0.44% | 80,351 | -2,481 | -3.0% | -$11.18万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $364.97万 | 0.45% | 25,268 | -182 | -0.7% | -$2.63万 | 减仓 |
| NULV | NUSHARES ETF TR | $393.32万 | 0.48% | 86,444 | -4,666 | -5.1% | -$21.23万 | 减仓 |
| ACWI | ISHARES TR | $428.90万 | 0.52% | 30,996 | -30 | -0.1% | -$4,151 | 减仓 |
| AVGO | BROADCOM INC | $437.65万 | 0.53% | 14,140 | 130 | 0.9% | $4.02万 | 加仓 |
| IWM | ISHARES TR | $465.02万 | 0.57% | 18,751 | 250 | 1.4% | $6.20万 | 加仓 |
| IJH | ISHARES TR | $477.67万 | 0.58% | 70,734 | -1,187 | -1.7% | -$8.02万 | 减仓 |
| MGV | VANGUARD WORLD FD | $497.03万 | 0.61% | 34,290 | -2,130 | -5.8% | -$30.87万 | 减仓 |
| GOOGL | ALPHABET INC | $514.09万 | 0.63% | 17,878 | 533 | 3.1% | $15.33万 | 加仓 |
| ESGD | ISHARES TR | $529.98万 | 0.65% | 55,426 | -1,647 | -2.9% | -$15.75万 | 减仓 |
| EFA | ISHARES TR | $539.92万 | 0.66% | 55,587 | -2,331 | -4.0% | -$22.64万 | 减仓 |
| MSFT | MICROSOFT CORP | $577.57万 | 0.70% | 15,603 | 1,627 | 11.6% | $60.23万 | 加仓 |
| AMZN | AMAZON COM INC | $595.54万 | 0.73% | 28,595 | 3,123 | 12.3% | $65.04万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $656.17万 | 0.80% | 10,981 | -795 | -6.8% | -$47.51万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $669.13万 | 0.82% | 59,600 | -502 | -0.8% | -$5.64万 | 减仓 |
| GOOG | ALPHABET INC | $835.26万 | 1.02% | 29,117 | -226 | -0.8% | -$6.48万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $838.34万 | 1.02% | 26,132 | -396 | -1.5% | -$12.70万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $888.59万 | 1.08% | 534,972 | -17,102 | -3.1% | -$28.41万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $947.69万 | 1.16% | 147,892 | -3,658 | -2.4% | -$23.44万 | 减仓 |
| MUB | ISHARES TR | $1,004.56万 | 1.23% | 94,636 | -4,718 | -4.7% | -$50.08万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,014.75万 | 1.24% | 91,857 | 71 | 0.1% | $7,843 | 加仓 |
| CRBN | ISHARES TR | $1,050.42万 | 1.28% | 47,144 | 7,602 | 19.2% | $169.38万 | 加仓 |
| IEFA | ISHARES TR | $1,085.08万 | 1.32% | 119,858 | -5,764 | -4.6% | -$52.18万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,100.64万 | 1.34% | 63,110 | -5,018 | -7.4% | -$87.51万 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $1,154.77万 | 1.41% | 192,525 | -643 | -0.3% | -$3.86万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,353.73万 | 1.65% | 153,554 | -693 | -0.4% | -$6.11万 | 减仓 |
| TRMB | TRIMBLE INC | $1,375.81万 | 1.68% | 210,917 | -271 | -0.1% | -$1.77万 | 减仓 |
| IEMG | ISHARES INC | $1,565.49万 | 1.91% | 224,443 | -4,253 | -1.9% | -$29.66万 | 减仓 |
| AOR | ISHARES TR | $1,619.39万 | 1.98% | 251,653 | 3,841 | 1.5% | $24.72万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,663.98万 | 2.03% | 206,501 | -2,167 | -1.0% | -$17.46万 | 减仓 |
| AAPL | APPLE INC | $2,811.61万 | 3.43% | 110,785 | 13,978 | 14.4% | $354.75万 | 加仓 |
| IDEV | ISHARES TR | $2,858.38万 | 3.49% | 342,034 | 1,369 | 0.4% | $11.44万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,014.92万 | 3.68% | 46,359 | -242 | -0.5% | -$15.74万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $3,140.76万 | 3.83% | 629,537 | 13,964 | 2.3% | $69.67万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $3,310.29万 | 4.04% | 555,884 | -8,176 | -1.4% | -$48.69万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $4,063.34万 | 4.96% | 365,474 | 2,306 | 0.6% | $25.64万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $5,203.32万 | 6.35% | 613,310 | -10,593 | -1.7% | -$89.87万 | 减仓 |
| IVV | ISHARES TR | $1.19亿 | 14.55% | 182,568 | -324 | -0.2% | -$21.16万 | 减仓 |