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 |
|---|---|---|---|---|---|---|---|---|
| CME | CME GROUP INC | $95.71万 | 0.12% | 3,241 | 324 | 11.1% | $9.57万 | 加仓 |
| AMGN | AMGEN INC | $95.49万 | 0.12% | 2,714 | 238 | 9.6% | $8.37万 | 加仓 |
| DOV | DOVER CORP | $95.20万 | 0.12% | 4,567 | 90 | 2.0% | $1.88万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $94.57万 | 0.12% | 136,078 | -16,500 | -10.8% | -$11.47万 | 减仓 |
| T | AT&T INC | $92.75万 | 0.11% | 31,995 | -5,648 | -15.0% | -$16.37万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $91.88万 | 0.11% | 18,302 | -738 | -3.9% | -$3.70万 | 减仓 |
| C | CITIGROUP INC | $90.92万 | 0.11% | 8,017 | -11 | -0.1% | -$1,248 | 减仓 |
| LOW | LOWES COS INC | $89.84万 | 0.11% | 3,802 | 631 | 19.9% | $14.91万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $87.74万 | 0.11% | 12,252 | 979 | 8.7% | $7.01万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $87.71万 | 0.11% | 6,293 | -4,561 | -42.0% | -$63.57万 | 减仓 |
| PWR | QUANTA SVCS INC | $86.97万 | 0.11% | 1,584 | -52 | -3.2% | -$2.85万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $86.79万 | 0.11% | 2,871 | -444 | -13.4% | -$13.42万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $84.78万 | 0.10% | 3,498 | -656 | -15.8% | -$15.90万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $84.51万 | 0.10% | 38,979 | -15,019 | -27.8% | -$32.56万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $83.40万 | 0.10% | 38,502 | -303 | -0.8% | -$6,563 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $83.38万 | 0.10% | 198 | 6 | 3.1% | $2.53万 | 加仓 |
| SAP | SAP SE | $82.73万 | 0.10% | 4,832 | 3,654 | 310.2% | $62.56万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $82.67万 | 0.10% | 23,327 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BANK LIMITED | $82.50万 | 0.10% | 31,853 | 3,674 | 13.0% | $9.52万 | 加仓 |
| CRM | SALESFORCE INC | $81.48万 | 0.10% | 4,365 | -228 | -5.0% | -$4.26万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $81.21万 | 0.10% | 13,391 | 2,453 | 22.4% | $14.88万 | 加仓 |
| KLAC | KLA CORP | $80.47万 | 0.10% | 547 | -27 | -4.7% | -$3.97万 | 减仓 |
| IWB | ISHARES TR | $78.34万 | 0.10% | 2,197 | 791 | 56.3% | $28.20万 | 加仓 |
| INTU | INTUIT | $78.28万 | 0.10% | 1,811 | -114 | -5.9% | -$4.93万 | 减仓 |
| BALL | BALL CORP | $76.45万 | 0.09% | 12,934 | 262 | 2.1% | $1.55万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $76.21万 | 0.09% | 16,695 | 234 | 1.4% | $1.07万 | 加仓 |
| CB | CHUBB LTD SWITZ | $75.62万 | 0.09% | 2,320 | 210 | 10.0% | $6.84万 | 加仓 |
| NMR | NOMURA HLDGS INC | $74.54万 | 0.09% | 94,474 | 8,754 | 10.2% | $6.91万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $74.40万 | 0.09% | 3,575 | 13 | 0.4% | $2,705 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $73.72万 | 0.09% | 4,459 | 30 | 0.7% | $4,960 | 加仓 |
| WF | WOORI FINL GROUP INC | $73.53万 | 0.09% | 11,040 | -194 | -1.7% | -$1.29万 | 减仓 |
| USB | US BANCORP | $73.07万 | 0.09% | 14,049 | 3,307 | 30.8% | $17.20万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $73.06万 | 0.09% | 4,557 | 663 | 17.0% | $10.63万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $72.97万 | 0.09% | 39,942 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC | $71.80万 | 0.09% | 1,763 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $70.75万 | 0.09% | 1,495 | 225 | 17.7% | $10.65万 | 加仓 |
| QCOM | QUALCOMM INC | $70.29万 | 0.09% | 5,458 | -429 | -7.3% | -$5.53万 | 减仓 |
| RS | RELIANCE INC | $70.18万 | 0.09% | 2,309 | -7 | -0.3% | -$2,128 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $69.35万 | 0.08% | 18,327 | -2,055 | -10.1% | -$7.78万 | 减仓 |
| CSCO | CISCO SYS INC | $69.05万 | 0.08% | 8,899 | -4 | -0.0% | -$310 | 减仓 |
| KB | KB FINL GROUP INC | $68.84万 | 0.08% | 6,903 | 2,333 | 51.1% | $23.27万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $68.32万 | 0.08% | 5,020 | 875 | 21.1% | $11.91万 | 加仓 |
| IEI | ISHARES TR | $68.08万 | 0.08% | 5,740 | 155 | 2.8% | $1.84万 | 加仓 |
| — | NIAGEN BIOSCIENCE INC | $67.91万 | 0.08% | 154,000 | 13,000 | 9.2% | $5.73万 | 加仓 |
| SPGI | S&P GLOBAL INC | $67.63万 | 0.08% | 1,590 | -340 | -17.6% | -$14.46万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $66.35万 | 0.08% | 21,627 | 13,649 | 171.1% | $41.87万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $65.52万 | 0.08% | 3,225 | -498 | -13.4% | -$10.12万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $65.39万 | 0.08% | 4,415 | 1,152 | 35.3% | $17.06万 | 加仓 |
| PLD | PROLOGIS INC. | $64.31万 | 0.08% | 4,866 | 307 | 6.7% | $4.06万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $63.99万 | 0.08% | 2,365 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $63.96万 | 0.08% | 2,265 | 296 | 15.0% | $8.36万 | 加仓 |
| NOW | SERVICENOW INC | $60.51万 | 0.07% | 5,788 | 1,550 | 36.6% | $16.21万 | 加仓 |
| BX | BLACKSTONE INC | $60.35万 | 0.07% | 5,248 | -770 | -12.8% | -$8.85万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $60.21万 | 0.07% | 1,225 | -307 | -20.0% | -$15.09万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $60.14万 | 0.07% | 2,797 | -142 | -4.8% | -$3.05万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $60.08万 | 0.07% | 4,893 | -105 | -2.1% | -$1.29万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $59.21万 | 0.07% | 960 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $59.17万 | 0.07% | 8,226 | -1,814 | -18.1% | -$13.05万 | 减仓 |
| — | HONEYWELL INTL INC | $59.13万 | 0.07% | 2,616 | 21 | 0.8% | $4,747 | 加仓 |
| PCAR | PACCAR INC | $58.49万 | 0.07% | 5,064 | 370 | 7.9% | $4.27万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $58.35万 | 0.07% | 5,120 | -500 | -8.9% | -$5.70万 | 减仓 |
| ALL | ALLSTATE CORP | $58.05万 | 0.07% | 2,800 | 33 | 1.2% | $6,841 | 加仓 |
| GSK | GSK PLC | $57.65万 | 0.07% | 10,446 | -613 | -5.5% | -$3.38万 | 减仓 |
| VIV | TELEFONICA BRASIL SA | $57.39万 | 0.07% | 36,070 | -734 | -2.0% | -$1.17万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $56.90万 | 0.07% | 7,853 | 1,490 | 23.4% | $10.80万 | 加仓 |
| SYK | STRYKER CORPORATION | $55.83万 | 0.07% | 1,699 | 84 | 5.2% | $2.76万 | 加仓 |
| GWW | WW GRAINGER INC | $55.65万 | 0.07% | 510 | -65 | -11.3% | -$7.09万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $54.33万 | 0.07% | 899 | -11 | -1.2% | -$6,648 | 减仓 |
| SONY | SONY GROUP CORP | $54.19万 | 0.07% | 26,178 | 1,930 | 8.0% | $4.00万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $52.57万 | 0.06% | 1,140 | -509 | -30.9% | -$23.47万 | 减仓 |
| IJR | ISHARES TR | $52.56万 | 0.06% | 4,228 | -282 | -6.3% | -$3.51万 | 减仓 |
| VO | VANGUARD INDEX FDS | $52.17万 | 0.06% | 1,817 | -4 | -0.2% | -$1,148 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $51.16万 | 0.06% | 2,804 | -1,196 | -29.9% | -$21.82万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $51.03万 | 0.06% | 3,897 | -1,695 | -30.3% | -$22.20万 | 减仓 |
| SYY | SYSCO CORP | $50.78万 | 0.06% | 7,118 | 1,024 | 16.8% | $7.30万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $49.60万 | 0.06% | 2,410 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $49.39万 | 0.06% | 7,871 | -129 | -1.6% | -$8,095 | 减仓 |
| VUG | VANGUARD INDEX FDS | $49.28万 | 0.06% | 1,128 | 1 | 0.1% | $437 | 加仓 |
| PGR | PROGRESSIVE CORP | $48.38万 | 0.06% | 2,441 | 361 | 17.4% | $7.16万 | 加仓 |
| VDE | VANGUARD WORLD FD | $48.26万 | 0.06% | 2,789 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $48.23万 | 0.06% | 492 | 163 | 49.5% | $15.98万 | 重新持有 |
| XYL | XYLEM INC | $47.88万 | 0.06% | 4,007 | 570 | 16.6% | $6.81万 | 加仓 |
| SDY | SPDR SERIES TRUST | $47.77万 | 0.06% | 3,273 | -167 | -4.9% | -$2.44万 | 减仓 |
| WIT | WIPRO LTD | $47.62万 | 0.06% | 224,599 | -19,557 | -8.0% | -$4.15万 | 减仓 |
| TFC | TRUIST FINL CORP | $47.15万 | 0.06% | 10,257 | 663 | 6.9% | $3.05万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $46.96万 | 0.06% | 5,693 | -1,098 | -16.2% | -$9.06万 | 减仓 |
| TS | TENARIS S A | $45.98万 | 0.06% | 7,903 | -21 | -0.3% | -$1,222 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $45.51万 | 0.06% | 2,371 | -99 | -4.0% | -$1.90万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $45.50万 | 0.06% | 90,463 | 27,025 | 42.6% | $13.59万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $45.46万 | 0.06% | 1,814 | 407 | 28.9% | $10.20万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $45.09万 | 0.06% | 2,274 | -23 | -1.0% | -$4,561 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $44.84万 | 0.05% | 2,488 | 377 | 17.9% | $6.79万 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $44.62万 | 0.05% | 10,564 | 5,422 | 105.4% | $22.90万 | 加仓 |
| CTAS | CINTAS CORP | $44.25万 | 0.05% | 2,616 | 805 | 44.5% | $13.62万 | 加仓 |
| SKM | SK TELECOM CO LTD | $42.79万 | 0.05% | 14,609 | 14,609 | — | $42.79万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $42.46万 | 0.05% | 6,611 | 3,268 | 97.8% | $20.99万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $42.44万 | 0.05% | 2,783 | 727 | 35.4% | $11.09万 | 加仓 |
| DE | DEERE & CO | $42.40万 | 0.05% | 753 | -119 | -13.6% | -$6.70万 | 减仓 |
| NVS | NOVARTIS AG | $42.34万 | 0.05% | 2,772 | -371 | -11.8% | -$5.67万 | 减仓 |
| CBRE | CBRE GROUP INC | $40.30万 | 0.05% | 2,975 | -522 | -14.9% | -$7.07万 | 减仓 |