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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1.19亿 | 14.55% | 182,568 | -324 | -0.2% | -$21.16万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $5,203.32万 | 6.35% | 613,310 | -10,593 | -1.7% | -$89.87万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $4,063.34万 | 4.96% | 365,474 | 2,306 | 0.6% | $25.64万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $3,310.29万 | 4.04% | 555,884 | -8,176 | -1.4% | -$48.69万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $3,140.76万 | 3.83% | 629,537 | 13,964 | 2.3% | $69.67万 | 加仓 |
| 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 |
| IDEV | ISHARES TR | $2,858.38万 | 3.49% | 342,034 | 1,369 | 0.4% | $11.44万 | 加仓 |
| AAPL | APPLE INC | $2,811.61万 | 3.43% | 110,785 | 13,978 | 14.4% | $354.75万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,663.98万 | 2.03% | 206,501 | -2,167 | -1.0% | -$17.46万 | 减仓 |
| AOR | ISHARES TR | $1,619.39万 | 1.98% | 251,653 | 3,841 | 1.5% | $24.72万 | 加仓 |
| IEMG | ISHARES INC | $1,565.49万 | 1.91% | 224,443 | -4,253 | -1.9% | -$29.66万 | 减仓 |
| TRMB | TRIMBLE INC | $1,375.81万 | 1.68% | 210,917 | -271 | -0.1% | -$1.77万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,353.73万 | 1.65% | 153,554 | -693 | -0.4% | -$6.11万 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $1,154.77万 | 1.41% | 192,525 | -643 | -0.3% | -$3.86万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,100.64万 | 1.34% | 63,110 | -5,018 | -7.4% | -$87.51万 | 减仓 |
| IEFA | ISHARES TR | $1,085.08万 | 1.32% | 119,858 | -5,764 | -4.6% | -$52.18万 | 减仓 |
| CRBN | ISHARES TR | $1,050.42万 | 1.28% | 47,144 | 7,602 | 19.2% | $169.38万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,014.75万 | 1.24% | 91,857 | 71 | 0.1% | $7,843 | 加仓 |
| MUB | ISHARES TR | $1,004.56万 | 1.23% | 94,636 | -4,718 | -4.7% | -$50.08万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $947.69万 | 1.16% | 147,892 | -3,658 | -2.4% | -$23.44万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $888.59万 | 1.08% | 534,972 | -17,102 | -3.1% | -$28.41万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $838.34万 | 1.02% | 26,132 | -396 | -1.5% | -$12.70万 | 减仓 |
| GOOG | ALPHABET INC | $835.26万 | 1.02% | 29,117 | -226 | -0.8% | -$6.48万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $669.13万 | 0.82% | 59,600 | -502 | -0.8% | -$5.64万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $656.17万 | 0.80% | 10,981 | -795 | -6.8% | -$47.51万 | 减仓 |
| AMZN | AMAZON COM INC | $595.54万 | 0.73% | 28,595 | 3,123 | 12.3% | $65.04万 | 加仓 |
| MSFT | MICROSOFT CORP | $577.57万 | 0.70% | 15,603 | 1,627 | 11.6% | $60.23万 | 加仓 |
| EFA | ISHARES TR | $539.92万 | 0.66% | 55,587 | -2,331 | -4.0% | -$22.64万 | 减仓 |
| ESGD | ISHARES TR | $529.98万 | 0.65% | 55,426 | -1,647 | -2.9% | -$15.75万 | 减仓 |
| GOOGL | ALPHABET INC | $514.09万 | 0.63% | 17,878 | 533 | 3.1% | $15.33万 | 加仓 |
| MGV | VANGUARD WORLD FD | $497.03万 | 0.61% | 34,290 | -2,130 | -5.8% | -$30.87万 | 减仓 |
| IJH | ISHARES TR | $477.67万 | 0.58% | 70,734 | -1,187 | -1.7% | -$8.02万 | 减仓 |
| IWM | ISHARES TR | $465.02万 | 0.57% | 18,751 | 250 | 1.4% | $6.20万 | 加仓 |
| AVGO | BROADCOM INC | $437.65万 | 0.53% | 14,140 | 130 | 0.9% | $4.02万 | 加仓 |
| ACWI | ISHARES TR | $428.90万 | 0.52% | 30,996 | -30 | -0.1% | -$4,151 | 减仓 |
| NULV | NUSHARES ETF TR | $393.32万 | 0.48% | 86,444 | -4,666 | -5.1% | -$21.23万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $364.97万 | 0.45% | 25,268 | -182 | -0.7% | -$2.63万 | 减仓 |
| NUSC | NUSHARES ETF TR | $362.06万 | 0.44% | 80,351 | -2,481 | -3.0% | -$11.18万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $340.23万 | 0.42% | 11,566 | 247 | 2.2% | $7.27万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $334.89万 | 0.41% | 9,909 | 153 | 1.6% | $5.17万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $322.45万 | 0.39% | 22,043 | 42 | 0.2% | $6,144 | 加仓 |
| LLY | ELI LILLY & CO | $318.55万 | 0.39% | 3,463 | -158 | -4.4% | -$14.53万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $317.76万 | 0.39% | 19,360 | -1,894 | -8.9% | -$31.09万 | 减仓 |
| XVV | ISHARES TR | $309.00万 | 0.38% | 62,780 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $306.81万 | 0.37% | 5,363 | 264 | 5.2% | $15.10万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $297.79万 | 0.36% | 21,529 | 1,382 | 6.9% | $19.12万 | 加仓 |
| LIN | LINDE PLC | $268.11万 | 0.33% | 5,408 | -33 | -0.6% | -$1.64万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $266.08万 | 0.32% | 49,228 | 274 | 0.6% | $1.48万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $242.62万 | 0.30% | 5,063 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $236.61万 | 0.29% | 95,601 | -10,720 | -10.1% | -$26.53万 | 减仓 |
| KO | COCA COLA CO | $234.01万 | 0.29% | 30,771 | -290 | -0.9% | -$2.21万 | 减仓 |
| ABBV | ABBVIE INC | $228.29万 | 0.28% | 10,496 | 169 | 1.6% | $3.68万 | 加仓 |
| PEP | PEPSICO INC | $227.88万 | 0.28% | 14,674 | 254 | 1.8% | $3.94万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $224.40万 | 0.27% | 10,502 | -1,118 | -9.6% | -$23.89万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $219.07万 | 0.27% | 16,484 | -1,128 | -6.4% | -$14.99万 | 减仓 |
| EEM | ISHARES TR | $217.77万 | 0.27% | 38,347 | -583 | -1.5% | -$3.31万 | 减仓 |
| MRK | MERCK & CO INC | $216.45万 | 0.26% | 17,994 | -669 | -3.6% | -$8.05万 | 减仓 |
| V | VISA INC | $206.60万 | 0.25% | 6,836 | 39 | 0.6% | $1.18万 | 加仓 |
| QQQ | INVESCO QQQ TR | $197.13万 | 0.24% | 3,415 | 127 | 3.9% | $7.33万 | 加仓 |
| PFE | PFIZER INC | $189.46万 | 0.23% | 67,473 | 9,718 | 16.8% | $27.29万 | 加仓 |
| — | MATTHEWS INTL FDS | $182.33万 | 0.22% | 58,691 | 6,533 | 12.5% | $20.30万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $178.88万 | 0.22% | 8,234 | 1,374 | 20.0% | $29.85万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $175.80万 | 0.21% | 6,027 | -212 | -3.4% | -$6.18万 | 减仓 |
| CAT | CATERPILLAR INC | $173.26万 | 0.21% | 2,446 | 33 | 1.4% | $2.34万 | 加仓 |
| IWF | ISHARES TR | $171.58万 | 0.21% | 4,024 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $171.32万 | 0.21% | 8,421 | 113 | 1.4% | $2.30万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $159.37万 | 0.19% | 63,496 | -97 | -0.2% | -$2,435 | 减仓 |
| NFLX | NETFLIX INC. | $155.71万 | 0.19% | 16,194 | 1,273 | 8.5% | $12.24万 | 加仓 |
| INTC | INTEL CORP | $151.68万 | 0.19% | 34,371 | 2,794 | 8.8% | $12.33万 | 加仓 |
| AMAT | APPLIED MATLS INC | $149.45万 | 0.18% | 4,373 | -367 | -7.7% | -$12.54万 | 减仓 |
| — | EXXON MOBIL CORP | $146.85万 | 0.18% | 8,655 | 226 | 2.7% | $3.83万 | 加仓 |
| HD | HOME DEPOT INC | $145.08万 | 0.18% | 4,411 | -14 | -0.3% | -$4,605 | 减仓 |
| WMT | WALMART INC | $143.62万 | 0.18% | 11,556 | 95 | 0.8% | $1.18万 | 加仓 |
| ASML | ASML HLDG NV | $135.13万 | 0.16% | 1,023 | -15 | -1.4% | -$1.98万 | 减仓 |
| TJX | TJX COS INC NEW | $134.46万 | 0.16% | 8,420 | -224 | -2.6% | -$3.58万 | 减仓 |
| DIS | DISNEY WALT CO | $134.43万 | 0.16% | 13,948 | -476 | -3.3% | -$4.59万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $134.25万 | 0.16% | 5,492 | 187 | 3.5% | $4.57万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $130.04万 | 0.16% | 1,537 | 41 | 2.7% | $3.47万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $130.03万 | 0.16% | 4,299 | 17 | 0.4% | $5,142 | 加仓 |
| ORCL | ORACLE CORP | $127.48万 | 0.16% | 8,666 | 685 | 8.6% | $10.08万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $127.42万 | 0.16% | 1,279 | 12 | 0.9% | $1.20万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $126.60万 | 0.15% | 2,534 | -92 | -3.5% | -$4.60万 | 减仓 |
| ESML | ISHARES TR | $125.83万 | 0.15% | 26,760 | -3,331 | -11.1% | -$15.66万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $123.08万 | 0.15% | 11,988 | -128 | -1.1% | -$1.31万 | 减仓 |
| GLD | SPDR GOLD TR | $121.99万 | 0.15% | 2,835 | -811 | -22.2% | -$34.90万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $119.71万 | 0.15% | 13,956 | -1,700 | -10.9% | -$14.58万 | 减仓 |
| WELL | WELLTOWER INC | $118.96万 | 0.15% | 6,017 | -283 | -4.5% | -$5.59万 | 减仓 |
| GEV | GE VERNOVA INC | $117.67万 | 0.14% | 1,348 | -74 | -5.2% | -$6.46万 | 减仓 |
| UNP | UNION PAC CORP | $114.60万 | 0.14% | 4,723 | -44 | -0.9% | -$1.07万 | 减仓 |
| IWD | ISHARES TR | $110.00万 | 0.13% | 5,148 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $108.71万 | 0.13% | 9,164 | 242 | 2.7% | $2.87万 | 加仓 |
| MS | MORGAN STANLEY | $108.52万 | 0.13% | 6,594 | 529 | 8.7% | $8.71万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $106.85万 | 0.13% | 3,163 | 362 | 12.9% | $12.23万 | 加仓 |
| VB | VANGUARD INDEX FDS | $103.66万 | 0.13% | 3,958 | -427 | -9.7% | -$11.18万 | 减仓 |
| CVX | CHEVRON CORPORATION | $103.13万 | 0.13% | 4,984 | 139 | 2.9% | $2.88万 | 加仓 |
| TSLA | TESLA INC | $102.71万 | 0.13% | 2,763 | 25 | 0.9% | $9,294 | 加仓 |
| SNPS | SYNOPSYS INC | $101.97万 | 0.12% | 2,572 | 155 | 6.4% | $6.15万 | 加仓 |
| CIB | GRUPO CIBEST SA | $98.13万 | 0.12% | 13,477 | -672 | -4.7% | -$4.89万 | 减仓 |
| VV | VANGUARD INDEX FDS | $97.13万 | 0.12% | 3,250 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $96.79万 | 0.12% | 3,873 | -110 | -2.8% | -$2.75万 | 减仓 |