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 |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | $314.06万 | 0.35% | 16,484 | 0 | 0.0% | — | 不变 |
| XVV | ISHARES TR | $327.43万 | 0.36% | 57,656 | -5,124 | -8.2% | -$29.10万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $348.22万 | 0.39% | 3,017 | -146 | -4.6% | -$16.85万 | 减仓 |
| INTC | INTEL CORP | $352.18万 | 0.39% | 25,222 | -9,149 | -26.6% | -$127.75万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $353.51万 | 0.39% | 22,524 | 995 | 4.6% | $15.62万 | 加仓 |
| NUSC | NUSHARES ETF TR | $357.07万 | 0.40% | 68,509 | -11,842 | -14.7% | -$61.72万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $371.41万 | 0.41% | 11,347 | -219 | -1.9% | -$7.17万 | 减仓 |
| LLY | ELI LILLY & CO | $406.65万 | 0.45% | 3,390 | -73 | -2.1% | -$8.76万 | 减仓 |
| MGV | VANGUARD WORLD FD | $416.18万 | 0.46% | 25,462 | -8,828 | -25.7% | -$144.29万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $442.41万 | 0.49% | 10,210 | -292 | -2.8% | -$12.65万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $479.70万 | 0.53% | 10,045 | 136 | 1.4% | $6.49万 | 加仓 |
| ACWI | ISHARES TR | $485.50万 | 0.54% | 30,930 | -66 | -0.2% | -$1.04万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $519.93万 | 0.58% | 12,050 | -7,310 | -37.8% | -$315.41万 | 减仓 |
| IWM | ISHARES TR | $520.23万 | 0.58% | 17,315 | -1,436 | -7.7% | -$43.14万 | 减仓 |
| AVGO | BROADCOM INC | $526.44万 | 0.59% | 13,936 | -204 | -1.4% | -$7.71万 | 减仓 |
| IJH | ISHARES TR | $533.35万 | 0.59% | 69,167 | -1,567 | -2.2% | -$12.08万 | 减仓 |
| EFA | ISHARES TR | $537.21万 | 0.60% | 51,715 | -3,872 | -7.0% | -$40.22万 | 减仓 |
| MSFT | MICROSOFT CORP | $565.97万 | 0.63% | 15,173 | -430 | -2.8% | -$16.04万 | 减仓 |
| ESGD | ISHARES TR | $573.82万 | 0.64% | 55,813 | 387 | 0.7% | $3.98万 | 加仓 |
| GOOGL | ALPHABET INC | $659.91万 | 0.73% | 18,466 | 588 | 3.3% | $21.01万 | 加仓 |
| AMZN | AMAZON COM INC | $665.03万 | 0.74% | 27,902 | -693 | -2.4% | -$16.52万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $737.44万 | 0.82% | 10,737 | -244 | -2.2% | -$16.76万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $783.42万 | 0.87% | 59,242 | -358 | -0.6% | -$4.73万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $884.73万 | 0.98% | 23,909 | -2,223 | -8.5% | -$82.26万 | 减仓 |
| MUB | ISHARES TR | $996.12万 | 1.11% | 92,559 | -2,077 | -2.2% | -$22.35万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,007.00万 | 1.12% | 141,334 | -6,558 | -4.4% | -$46.73万 | 减仓 |
| GOOG | ALPHABET INC | $1,024.89万 | 1.14% | 29,006 | -111 | -0.4% | -$3.92万 | 减仓 |
| TRMB | TRIMBLE INC | $1,079.40万 | 1.20% | 210,903 | -14 | -0.0% | -$717 | 减仓 |
| IAU | ISHARES GOLD TR | $1,083.75万 | 1.21% | 143,524 | -10,030 | -6.5% | -$75.74万 | 减仓 |
| IEFA | ISHARES TR | $1,105.03万 | 1.23% | 114,416 | -5,442 | -4.5% | -$52.56万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,132.44万 | 1.26% | 90,770 | -1,087 | -1.2% | -$13.56万 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $1,224.70万 | 1.36% | 186,691 | -5,834 | -3.0% | -$38.27万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,264.48万 | 1.41% | 63,196 | 86 | 0.1% | $1.72万 | 加仓 |
| CRBN | ISHARES TR | $1,400.01万 | 1.56% | 55,343 | 8,199 | 17.4% | $207.41万 | 加仓 |
| IEMG | ISHARES INC | $1,850.72万 | 2.06% | 223,409 | -1,034 | -0.5% | -$8.57万 | 减仓 |
| AOR | ISHARES TR | $1,924.91万 | 2.14% | 276,966 | 25,313 | 10.1% | $175.93万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,034.62万 | 2.26% | 210,863 | 4,362 | 2.1% | $42.09万 | 加仓 |
| IDEV | ISHARES TR | $2,996.66万 | 3.33% | 336,665 | -5,369 | -1.6% | -$47.79万 | 减仓 |
| AAPL | APPLE INC | $3,186.94万 | 3.54% | 110,137 | -648 | -0.6% | -$18.75万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,469.93万 | 3.86% | 46,466 | 107 | 0.2% | $7.99万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $3,690.30万 | 4.10% | 625,686 | 69,802 | 12.6% | $411.69万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $3,730.29万 | 4.15% | 737,502 | 107,965 | 17.1% | $546.09万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $4,578.04万 | 5.09% | 357,436 | -8,038 | -2.2% | -$102.95万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $5,345.22万 | 5.94% | 599,240 | -14,070 | -2.3% | -$125.50万 | 减仓 |
| IVV | ISHARES TR | $1.32亿 | 14.65% | 175,944 | -6,624 | -3.6% | -$496.07万 | 减仓 |