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 |
|---|---|---|---|---|---|---|---|---|
| BPRE | BLUEROCK PVT REAL ESTATE FD | $0 | 0.00% | 0 | -534,972 | -100.0% | -$888.59万 | 清仓 |
| BNL | BROADSTONE NET LEASE INC | $0 | 0.00% | 0 | -39,942 | -100.0% | -$72.97万 | 清仓 |
| — | NIAGEN BIOSCIENCE INC | $0 | 0.00% | 0 | -154,000 | -100.0% | -$67.91万 | 清仓 |
| HMC | HONDA MOTOR CO LTD | $0 | 0.00% | 0 | -12,838 | -100.0% | -$31.21万 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -1,139 | -100.0% | -$31.00万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -2,225 | -100.0% | -$27.92万 | 清仓 |
| ACWV | ISHARES INC | $0 | 0.00% | 0 | -2,302 | -100.0% | -$27.51万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -3,503 | -100.0% | -$27.00万 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -947 | -100.0% | -$25.26万 | 清仓 |
| EXC | EXELON CORP | $0 | 0.00% | 0 | -4,945 | -100.0% | -$24.24万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -6,607 | -100.0% | -$21.94万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -4,306 | -100.0% | -$21.72万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -933 | -100.0% | -$21.44万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -1,899 | -100.0% | -$20.80万 | 清仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $3.10万 | 0.00% | 14,742 | 2,794 | 23.4% | $5,868 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED | $6.33万 | 0.01% | 16,794 | 3,220 | 23.7% | $1.21万 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $12.75万 | 0.01% | 10,597 | 60 | 0.6% | $722 | 加仓 |
| — | MICROVISION INC DEL | $13.08万 | 0.01% | 400,000 | 0 | 0.0% | — | 不变 |
| ABEV | AMBEV SA | $13.40万 | 0.01% | 42,676 | -12,622 | -22.8% | -$3.96万 | 减仓 |
| NOK | NOKIA CORP | $15.64万 | 0.02% | 11,777 | -1,159 | -9.0% | -$1.54万 | 减仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $17.08万 | 0.02% | 12,090 | 360 | 3.1% | $5,087 | 加仓 |
| KT | KT CORP | $18.36万 | 0.02% | 10,623 | 122 | 1.2% | $2,108 | 加仓 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $19.42万 | 0.02% | 16,671 | 16,671 | — | $19.42万 | 新建仓 |
| SRE | SEMPRA | $20.06万 | 0.02% | 2,164 | -250 | -10.4% | -$2.32万 | 减仓 |
| INFY | INFOSYS LTD | $20.10万 | 0.02% | 19,162 | -8,217 | -30.0% | -$8.62万 | 减仓 |
| SBUX | STARBUCKS CORP | $20.40万 | 0.02% | 1,996 | 1,996 | — | $20.40万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $20.47万 | 0.02% | 1,087 | 1,087 | — | $20.47万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $20.56万 | 0.02% | 4,557 | 4,557 | — | $20.56万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $20.59万 | 0.02% | 1,259 | 1,259 | — | $20.59万 | 新建仓 |
| BCH | BANCO DE CHILE | $20.63万 | 0.02% | 5,188 | 5,188 | — | $20.63万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $20.93万 | 0.02% | 426 | -365 | -46.1% | -$17.93万 | 重新持有 |
| NET | CLOUDFLARE INC | $20.97万 | 0.02% | 855 | 855 | — | $20.97万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $21.01万 | 0.02% | 3,956 | -869 | -18.0% | -$4.61万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $21.03万 | 0.02% | 2,867 | -908 | -24.1% | -$6.66万 | 减仓 |
| ESGE | ISHARES INC | $21.04万 | 0.02% | 3,847 | 3,847 | — | $21.04万 | 新建仓 |
| EFG | ISHARES TR | $21.07万 | 0.02% | 1,694 | 1,694 | — | $21.07万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $21.45万 | 0.02% | 897 | -68 | -7.0% | -$1.63万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $21.72万 | 0.02% | 1,077 | -186 | -14.7% | -$3.75万 | 减仓 |
| ITOT | ISHARES TR | $21.83万 | 0.02% | 1,329 | -872 | -39.6% | -$14.32万 | 重新持有 |
| PAYX | PAYCHEX INC | $21.86万 | 0.02% | 2,223 | -331 | -13.0% | -$3.25万 | 减仓 |
| CSX | CSX CORP | $21.89万 | 0.02% | 4,606 | -1,110 | -19.4% | -$5.28万 | 重新持有 |
| PSX | PHILLIPS 66 | $22.05万 | 0.02% | 1,304 | -8 | -0.6% | -$1,353 | 减仓 |
| EMXC | ISHARES INC | $22.19万 | 0.02% | 2,169 | -3,126 | -59.0% | -$31.98万 | 重新持有 |
| AMX | AMERICA MOVIL SAB DE CV | $22.44万 | 0.02% | 8,633 | -1,151 | -11.8% | -$2.99万 | 减仓 |
| DHR | DANAHER CORP DEL | $22.51万 | 0.03% | 1,182 | 65 | 5.8% | $1.24万 | 加仓 |
| BAP | CREDICORP LTD | $22.63万 | 0.03% | 581 | -34 | -5.5% | -$1.32万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $22.86万 | 0.03% | 1,456 | -12,500 | -89.6% | -$196.29万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $22.87万 | 0.03% | 1,569 | 138 | 9.6% | $2.01万 | 重新持有 |
| RCL | ROYAL CARIBBEAN GROUP | $22.93万 | 0.03% | 722 | -9 | -1.2% | -$2,858 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $23.01万 | 0.03% | 5,578 | -196 | -3.4% | -$8,085 | 减仓 |
| HSY | HERSHEY CO | $23.05万 | 0.03% | 1,314 | 172 | 15.1% | $3.02万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $23.16万 | 0.03% | 4,379 | -1,011 | -18.8% | -$5.35万 | 减仓 |
| AOM | ISHARES TR | $23.43万 | 0.03% | 4,696 | 4,696 | — | $23.43万 | 新建仓 |
| MET | METLIFE INC | $23.46万 | 0.03% | 2,773 | -202 | -6.8% | -$1.71万 | 重新持有 |
| GD | GENERAL DYNAMICS CORP | $23.52万 | 0.03% | 664 | -2 | -0.3% | -$708 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $23.98万 | 0.03% | 1,724 | 135 | 8.5% | $1.88万 | 重新持有 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $24.16万 | 0.03% | 1,962 | 48 | 2.5% | $5,910 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $24.29万 | 0.03% | 3,841 | 425 | 12.4% | $2.69万 | 加仓 |
| TXN | TEXAS INSTRS INC | $24.60万 | 0.03% | 825 | 825 | — | $24.60万 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $24.62万 | 0.03% | 2,460 | 2,460 | — | $24.62万 | 新建仓 |
| GGB | GERDAU SA | $24.66万 | 0.03% | 61,049 | 6,886 | 12.7% | $2.78万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $24.73万 | 0.03% | 5,794 | -2,077 | -26.4% | -$8.86万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $25.14万 | 0.03% | 1,186 | 1,186 | — | $25.14万 | 新建仓 |
| SHOP | SHOPIFY INC | $25.22万 | 0.03% | 2,208 | 328 | 17.4% | $3.75万 | 加仓 |
| ABNB | AIRBNB INC | $25.32万 | 0.03% | 1,769 | 156 | 9.7% | $2.23万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $25.54万 | 0.03% | 771 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $25.64万 | 0.03% | 3,441 | 56 | 1.7% | $4,174 | 加仓 |
| IWV | ISHARES TR | $25.97万 | 0.03% | 609 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $26.10万 | 0.03% | 1,167 | -748 | -39.1% | -$16.73万 | 减仓 |
| PNR | PENTAIR PLC | $26.13万 | 0.03% | 3,408 | -473 | -12.2% | -$3.63万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $26.29万 | 0.03% | 2,436 | 148 | 6.5% | $1.60万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $26.34万 | 0.03% | 797 | -333 | -29.5% | -$11.00万 | 减仓 |
| DASH | DOORDASH INC | $26.98万 | 0.03% | 1,462 | -555 | -27.5% | -$10.24万 | 重新持有 |
| AFL | AFLAC INC | $27.06万 | 0.03% | 2,308 | 378 | 19.6% | $4.43万 | 加仓 |
| SNY | SANOFI SA | $27.43万 | 0.03% | 6,431 | -1,702 | -20.9% | -$7.26万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $27.47万 | 0.03% | 8,570 | 1 | 0.0% | $32 | 加仓 |
| MCO | MOODYS CORP | $27.70万 | 0.03% | 612 | 11 | 1.8% | $4,979 | 加仓 |
| ADSK | AUTODESK INC | $27.70万 | 0.03% | 1,425 | -92 | -6.1% | -$1.79万 | 减仓 |
| BAC | BANK OF AMER CORP | $27.91万 | 0.03% | 4,899 | -193 | -3.8% | -$1.10万 | 减仓 |
| MCD | MCDONALDS CORP | $27.94万 | 0.03% | 1,034 | -26 | -2.5% | -$7,025 | 减仓 |
| LPL | LG DISPLAY CO LTD | $28.11万 | 0.03% | 72,262 | 29,583 | 69.3% | $11.51万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $28.12万 | 0.03% | 3,755 | -602 | -13.8% | -$4.51万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $28.36万 | 0.03% | 1,874 | -204 | -9.8% | -$3.09万 | 减仓 |
| WFC | WELLS FARGO & CO | $28.42万 | 0.03% | 3,438 | -85 | -2.4% | -$7,025 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $28.78万 | 0.03% | 1,302 | 1,302 | — | $28.78万 | 新建仓 |
| FTNT | FORTINET INC | $28.92万 | 0.03% | 1,883 | 1,883 | — | $28.92万 | 新建仓 |
| TMUS | T-MOBILE US INC | $29.17万 | 0.03% | 1,739 | -49 | -2.7% | -$8,220 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $29.19万 | 0.03% | 5,445 | 11 | 0.2% | $590 | 加仓 |
| HON | HONEYWELL INTL INC | $29.23万 | 0.03% | 1,305 | -1,311 | -50.1% | -$29.36万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $29.73万 | 0.03% | 1,058 | -41 | -3.7% | -$1.15万 | 重新持有 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $29.74万 | 0.03% | 18,552 | 2,721 | 17.2% | $4.36万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $30.07万 | 0.03% | 724 | -8 | -1.1% | -$3,322 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $30.09万 | 0.03% | 5,338 | 5,338 | — | $30.09万 | 新建仓 |
| EIX | EDISON INTL | $30.24万 | 0.03% | 4,062 | 4,062 | — | $30.24万 | 新建仓 |
| MPLX | MPLX LP | $30.28万 | 0.03% | 5,376 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $30.45万 | 0.03% | 2,447 | 173 | 7.6% | $2.15万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $31.18万 | 0.03% | 3,553 | -35 | -1.0% | -$3,072 | 减仓 |
| URI | UNITED RENTALS INC | $31.38万 | 0.03% | 277 | -16 | -5.5% | -$1.81万 | 减仓 |
| HAL | HALLIBURTON CO | $31.44万 | 0.03% | 9,260 | -225 | -2.4% | -$7,639 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $31.87万 | 0.04% | 1,313 | 179 | 15.8% | $4.34万 | 加仓 |