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 |
|---|---|---|---|---|---|---|---|---|
| — | EXCHANGE LISTED FDS TR | $0 | 0.00% | 0 | -139,000 | -100.0% | -$333.23万 | 清仓 |
| MEAR | ISHARES U S ETF TR | $0 | 0.00% | 0 | -13,737 | -100.0% | -$69.12万 | 清仓 |
| NBIS | NEBIUS GROUP N.V. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RELX | RELX PLC | $0 | 0.00% | 0 | -10,851 | -100.0% | -$43.86万 | 清仓 |
| EMXC | ISHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BP | BP PLC | $0 | 0.00% | 0 | -10,113 | -100.0% | -$35.12万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | -869 | -100.0% | -$33.83万 | 清仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -4,529 | -100.0% | -$29.62万 | 清仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -7,866 | -100.0% | -$28.74万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,246 | -100.0% | -$27.82万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -720 | -100.0% | -$25.20万 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PTC | PTC INC | $0 | 0.00% | 0 | -1,364 | -100.0% | -$23.76万 | 清仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -3,199 | -100.0% | -$23.53万 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -1,255 | -100.0% | -$23.29万 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -5,797 | -100.0% | -$23.26万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -1,019 | -100.0% | -$22.97万 | 清仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,304 | -100.0% | -$22.93万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -993 | -100.0% | -$22.22万 | 清仓 |
| WCN | WASTE CONNECTIONS INC | $0 | 0.00% | 0 | -1,264 | -100.0% | -$22.17万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -656 | -100.0% | -$22.16万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -372 | -100.0% | -$21.60万 | 清仓 |
| BIDU | BAIDU INC | $0 | 0.00% | 0 | -1,651 | -100.0% | -$21.57万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -2,198 | -100.0% | -$21.35万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -2,546 | -100.0% | -$21.13万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -822 | -100.0% | -$20.74万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CSX | CSX CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AER | AERCAP HOLDINGS NV | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SAN | BANCO SANTANDER SA | $0 | 0.00% | 0 | -12,197 | -100.0% | -$14.31万 | 清仓 |
| — | TELEFONICA S A | $0 | 0.00% | 0 | -16,701 | -100.0% | -$6.76万 | 清仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $2.86万 | 0.00% | 11,948 | -4,558 | -27.6% | -$1.09万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $4.97万 | 0.01% | 13,574 | -2,799 | -17.1% | -$1.02万 | 减仓 |
| NOK | NOKIA CORP | $10.40万 | 0.01% | 12,936 | -8,216 | -38.8% | -$6.61万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $12.71万 | 0.02% | 10,537 | 10,537 | — | $12.71万 | 新建仓 |
| ABEV | AMBEV SA | $16.15万 | 0.02% | 55,298 | 19,050 | 52.6% | $5.56万 | 加仓 |
| LPL | LG DISPLAY CO LTD | $16.56万 | 0.02% | 42,679 | -3,732 | -8.0% | -$1.45万 | 减仓 |
| GGB | GERDAU SA | $19.55万 | 0.02% | 54,163 | 466 | 0.9% | $1,682 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $20.12万 | 0.02% | 731 | 731 | — | $20.12万 | 新建仓 |
| VTR | VENTAS INC | $20.22万 | 0.02% | 2,472 | 2,472 | — | $20.22万 | 新建仓 |
| ABNB | AIRBNB INC | $20.37万 | 0.02% | 1,613 | 1,613 | — | $20.37万 | 新建仓 |
| DLTR | DOLLAR TREE INC | $20.80万 | 0.03% | 1,899 | 103 | 5.7% | $1.13万 | 加仓 |
| BAP | CREDICORP LTD | $20.86万 | 0.03% | 615 | 615 | — | $20.86万 | 新建仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $20.91万 | 0.03% | 1,173 | 0 | 0.0% | — | 不变 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $20.95万 | 0.03% | 3,416 | 3,416 | — | $20.95万 | 新建仓 |
| AFL | AFLAC INC | $21.17万 | 0.03% | 1,930 | 1,930 | — | $21.17万 | 新建仓 |
| DHR | DANAHER CORP DEL | $21.18万 | 0.03% | 1,117 | -414 | -27.0% | -$7.85万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $21.26万 | 0.03% | 3,775 | -347 | -8.4% | -$1.95万 | 减仓 |
| URI | UNITED RENTALS INC | $21.35万 | 0.03% | 293 | -35 | -10.7% | -$2.55万 | 减仓 |
| WM | WASTE MGMT INC DEL | $21.44万 | 0.03% | 933 | 933 | — | $21.44万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $21.72万 | 0.03% | 4,306 | 880 | 25.7% | $4.44万 | 加仓 |
| CPRT | COPART INC | $21.94万 | 0.03% | 6,607 | 6,607 | — | $21.94万 | 新建仓 |
| XCEM | COLUMBIA ETF TR II | $22.00万 | 0.03% | 5,390 | -2,390 | -30.7% | -$9.75万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $22.16万 | 0.03% | 771 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $22.30万 | 0.03% | 1,880 | -97 | -4.9% | -$1.15万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $22.35万 | 0.03% | 2,288 | -101 | -4.2% | -$9,867 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $22.50万 | 0.03% | 5,774 | 0 | 0.0% | — | 不变 |
| KT | KT CORP | $22.52万 | 0.03% | 10,501 | -5,486 | -34.3% | -$11.77万 | 减仓 |
| IWV | ISHARES TR | $22.57万 | 0.03% | 609 | 609 | — | $22.57万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $22.86万 | 0.03% | 666 | -1 | -0.1% | -$343 | 减仓 |
| SRE | SEMPRA | $23.46万 | 0.03% | 2,414 | 15 | 0.6% | $1,458 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $23.51万 | 0.03% | 8,569 | 1 | 0.0% | $27 | 加仓 |
| PAYX | PAYCHEX INC | $23.53万 | 0.03% | 2,554 | 330 | 14.8% | $3.04万 | 加仓 |
| HSY | HERSHEY CO | $23.74万 | 0.03% | 1,142 | 10 | 0.9% | $2,079 | 加仓 |
| PSX | PHILLIPS 66 | $23.90万 | 0.03% | 1,312 | 1,312 | — | $23.90万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $23.94万 | 0.03% | 611 | 611 | — | $23.94万 | 新建仓 |
| NTES | NETEASE COM INC | $24.03万 | 0.03% | 2,147 | 2,147 | — | $24.03万 | 新建仓 |
| EXC | EXELON CORP | $24.24万 | 0.03% | 4,945 | 140 | 2.9% | $6,863 | 加仓 |
| STT | STATE STR CORP | $24.27万 | 0.03% | 1,918 | 1,918 | — | $24.27万 | 新建仓 |
| BAC | BANK AMERICA CORP | $24.82万 | 0.03% | 5,092 | 88 | 1.8% | $4,290 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $24.93万 | 0.03% | 9,784 | 9,784 | — | $24.93万 | 新建仓 |
| CI | THE CIGNA GROUP | $25.26万 | 0.03% | 947 | 202 | 27.1% | $5.39万 | 重新持有 |
| AIG | AMERICAN INTL GROUP INC | $25.47万 | 0.03% | 3,385 | -972 | -22.3% | -$7.31万 | 减仓 |
| — | MICROVISION INC DEL | $25.65万 | 0.03% | 400,000 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $25.79万 | 0.03% | 1,306 | -217 | -14.2% | -$4.29万 | 减仓 |
| MCO | MOODYS CORP | $26.20万 | 0.03% | 601 | -549 | -47.7% | -$23.93万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $26.41万 | 0.03% | 1,263 | -3 | -0.2% | -$627 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $26.83万 | 0.03% | 5,434 | 16 | 0.3% | $790 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $27.00万 | 0.03% | 3,503 | 8 | 0.2% | $617 | 加仓 |
| ETN | EATON CORP PLC | $27.33万 | 0.03% | 764 | 105 | 15.9% | $3.76万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $27.39万 | 0.03% | 965 | -231 | -19.3% | -$6.56万 | 重新持有 |
| RSG | REPUBLIC SVCS INC | $27.40万 | 0.03% | 1,251 | 1,251 | — | $27.40万 | 新建仓 |
| ACWV | ISHARES INC | $27.51万 | 0.03% | 2,302 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $27.76万 | 0.03% | 9,547 | -88 | -0.9% | -$2,559 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $27.92万 | 0.03% | 2,225 | 46 | 2.1% | $5,771 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $28.00万 | 0.03% | 14,175 | -353 | -2.4% | -$6,972 | 减仓 |
| WFC | WELLS FARGO & CO | $28.05万 | 0.03% | 3,523 | 62 | 1.8% | $4,936 | 加仓 |
| — | FLEXSHARES TR | $28.13万 | 0.03% | 1,407 | 0 | 0.0% | — | 不变 |
| AVXC | AMERICAN CENTY ETF TR | $28.41万 | 0.03% | 4,200 | -2,018 | -32.5% | -$13.65万 | 减仓 |
| EBAY | EBAY INC. | $28.51万 | 0.03% | 3,132 | -1,358 | -30.2% | -$12.36万 | 减仓 |
| CMI | CUMMINS INC | $28.52万 | 0.03% | 530 | -9 | -1.7% | -$4,844 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $29.32万 | 0.04% | 15,831 | 1,953 | 14.1% | $3.62万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $29.56万 | 0.04% | 4,825 | 4,825 | — | $29.56万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $29.58万 | 0.04% | 424 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $29.97万 | 0.04% | 750 | 0 | 0.0% | — | 不变 |