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 |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | $109.35万 | 0.12% | 3,608 | -350 | -8.8% | -$10.61万 | 减仓 |
| CSCO | CISCO SYS INC | $106.41万 | 0.12% | 9,060 | 161 | 1.8% | $1.89万 | 加仓 |
| PWR | QUANTA SVCS INC | $105.99万 | 0.12% | 1,472 | -112 | -7.1% | -$8.06万 | 减仓 |
| WAB | WABTEC | $105.77万 | 0.12% | 3,923 | 50 | 1.3% | $1.35万 | 加仓 |
| MS | MORGAN STANLEY | $100.31万 | 0.11% | 4,798 | -1,796 | -27.2% | -$37.55万 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $100.06万 | 0.11% | 36,773 | -2,504 | -6.4% | -$6.81万 | 减仓 |
| DOV | DOVER CORP | $98.55万 | 0.11% | 4,394 | -173 | -3.8% | -$3.88万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $98.43万 | 0.11% | 2,692 | -179 | -6.2% | -$6.54万 | 减仓 |
| CIB | GRUPO CIBEST SA | $97.73万 | 0.11% | 12,304 | -1,173 | -8.7% | -$9.32万 | 减仓 |
| IBN | ICICI BANK LIMITED | $97.35万 | 0.11% | 33,533 | 1,680 | 5.3% | $4.88万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $97.30万 | 0.11% | 3,460 | -38 | -1.1% | -$1.07万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $95.11万 | 0.11% | 37,954 | -548 | -1.4% | -$1.37万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $94.17万 | 0.10% | 2,266 | -99 | -4.2% | -$4.11万 | 减仓 |
| AMGN | AMGEN INC | $94.08万 | 0.10% | 2,598 | -116 | -4.3% | -$4.20万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $91.66万 | 0.10% | 1,435 | -31 | -2.1% | -$1.98万 | 减仓 |
| QCOM | QUALCOMM INC | $90.65万 | 0.10% | 4,906 | -552 | -10.1% | -$10.20万 | 减仓 |
| IWB | ISHARES TR | $89.97万 | 0.10% | 2,197 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $89.50万 | 0.10% | 7,620 | 1,880 | 32.8% | $22.08万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $87.20万 | 0.10% | 3,542 | -33 | -0.9% | -$8,124 | 减仓 |
| KB | KB FINL GROUP INC | $86.75万 | 0.10% | 8,265 | 1,362 | 19.7% | $14.30万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $84.34万 | 0.09% | 14,637 | 1,246 | 9.3% | $7.18万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $81.59万 | 0.09% | 16,192 | -503 | -3.0% | -$2.53万 | 减仓 |
| USB | US BANCORP | $81.33万 | 0.09% | 13,465 | -584 | -4.2% | -$3.53万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $80.09万 | 0.09% | 4,427 | -32 | -0.7% | -$5,789 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $79.72万 | 0.09% | 18,828 | 526 | 2.9% | $2.23万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $79.59万 | 0.09% | 4,465 | -485 | -9.8% | -$8.64万 | 减仓 |
| CVX | CHEVRON CORPORATION | $79.47万 | 0.09% | 4,794 | -190 | -3.8% | -$3.15万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $79.29万 | 0.09% | 4,667 | -226 | -4.6% | -$3.84万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $79.28万 | 0.09% | 6,275 | -18 | -0.3% | -$2,274 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $75.79万 | 0.08% | 3,384 | 159 | 4.9% | $3.56万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $75.44万 | 0.08% | 25,633 | 10,211 | 66.2% | $30.05万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $75.02万 | 0.08% | 2,143 | -122 | -5.4% | -$4.27万 | 减仓 |
| NMR | NOMURA HLDGS INC | $74.41万 | 0.08% | 84,749 | -9,725 | -10.3% | -$8.54万 | 减仓 |
| BALL | BALL CORP | $74.39万 | 0.08% | 11,922 | -1,012 | -7.8% | -$6.32万 | 减仓 |
| ALL | ALLSTATE CORP | $72.85万 | 0.08% | 3,062 | 262 | 9.4% | $6.23万 | 加仓 |
| CME | CME GROUP INC | $71.75万 | 0.08% | 3,249 | 8 | 0.2% | $1,767 | 加仓 |
| CRM | SALESFORCE INC | $71.36万 | 0.08% | 4,555 | 190 | 4.4% | $2.98万 | 加仓 |
| RKLB | ROCKET LAB CORP | $70.95万 | 0.08% | 6,980 | 369 | 5.6% | $3.75万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $70.38万 | 0.08% | 23,327 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $69.30万 | 0.08% | 7,210 | -643 | -8.2% | -$6.18万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $68.88万 | 0.08% | 12,252 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $68.86万 | 0.08% | 506 | -4 | -0.8% | -$5,444 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $68.63万 | 0.08% | 5,167 | 47 | 0.9% | $6,243 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $67.89万 | 0.08% | 4,646 | 749 | 19.2% | $10.94万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $67.50万 | 0.08% | 5,130 | 110 | 2.2% | $1.45万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $67.24万 | 0.07% | 956 | -4 | -0.4% | -$2,813 | 减仓 |
| PGR | PROGRESSIVE CORP | $67.05万 | 0.07% | 3,070 | 629 | 25.8% | $13.74万 | 加仓 |
| WF | WOORI FINL GROUP INC | $66.81万 | 0.07% | 11,640 | 600 | 5.4% | $3.44万 | 加仓 |
| SAP | SAP SE | $65.43万 | 0.07% | 4,246 | -586 | -12.1% | -$9.03万 | 减仓 |
| BX | BLACKSTONE INC | $65.18万 | 0.07% | 5,539 | 291 | 5.5% | $3.42万 | 加仓 |
| SYY | SYSCO CORP | $64.90万 | 0.07% | 7,765 | 647 | 9.1% | $5.41万 | 加仓 |
| T | AT&T INC | $63.37万 | 0.07% | 30,614 | -1,381 | -4.3% | -$2.86万 | 减仓 |
| LOW | LOWES COS INC | $62.87万 | 0.07% | 2,851 | -951 | -25.0% | -$20.97万 | 减仓 |
| PLD | PROLOGIS INC. | $62.73万 | 0.07% | 4,631 | -235 | -4.8% | -$3.18万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $62.45万 | 0.07% | 3,952 | -463 | -10.5% | -$7.32万 | 减仓 |
| SPGI | S&P GLOBAL INC | $62.44万 | 0.07% | 1,533 | -57 | -3.6% | -$2.32万 | 减仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $62.34万 | 0.07% | 14,085 | 3,521 | 33.3% | $15.58万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $62.27万 | 0.07% | 1,242 | 17 | 1.4% | $8,523 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $62.09万 | 0.07% | 16,889 | -1,438 | -7.8% | -$5.29万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $61.57万 | 0.07% | 8,533 | 307 | 3.7% | $2.22万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $61.08万 | 0.07% | 19,263 | -2,364 | -10.9% | -$7.50万 | 减仓 |
| NOW | SERVICENOW INC | $60.61万 | 0.07% | 6,105 | 317 | 5.5% | $3.15万 | 加仓 |
| IJR | ISHARES TR | $60.04万 | 0.07% | 4,048 | -180 | -4.3% | -$2.67万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $59.91万 | 0.07% | 785 | -158 | -16.8% | -$12.06万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $59.36万 | 0.07% | 1,773 | -41 | -2.3% | -$1.37万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $59.34万 | 0.07% | 2,410 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $58.88万 | 0.07% | 4,902 | -162 | -3.2% | -$1.95万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $58.34万 | 0.06% | 6,772 | 4 | 0.1% | $345 | 加仓 |
| HCA | HCA HEALTHCARE INC | $57.12万 | 0.06% | 1,465 | -30 | -2.0% | -$1.17万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $57.11万 | 0.06% | 1,917 | 1,917 | — | $57.11万 | 新建仓 |
| RS | RELIANCE INC | $55.62万 | 0.06% | 1,489 | -820 | -35.5% | -$30.63万 | 减仓 |
| TFC | TRUIST FINL CORP | $54.86万 | 0.06% | 11,011 | 754 | 7.4% | $3.76万 | 加仓 |
| GLW | CORNING INC | $54.48万 | 0.06% | 2,133 | -192 | -8.3% | -$4.90万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $53.39万 | 0.06% | 5,614 | -79 | -1.4% | -$7,513 | 减仓 |
| BIIB | BIOGEN INC | $53.19万 | 0.06% | 2,462 | 388 | 18.7% | $8.38万 | 加仓 |
| SKM | SK TELECOM CO LTD | $52.58万 | 0.06% | 16,349 | 1,740 | 11.9% | $5.60万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $52.26万 | 0.06% | 2,854 | 71 | 2.6% | $1.30万 | 加仓 |
| INTU | INTUIT | $52.24万 | 0.06% | 2,002 | 191 | 10.5% | $4.98万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $52.23万 | 0.06% | 2,603 | -201 | -7.2% | -$4.03万 | 减仓 |
| CB | CHUBB LIMITED | $52.05万 | 0.06% | 1,528 | -792 | -34.1% | -$26.98万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $51.16万 | 0.06% | 2,162 | -635 | -22.7% | -$15.03万 | 减仓 |
| GSK | GSK PLC | $50.79万 | 0.06% | 9,689 | -757 | -7.2% | -$3.97万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $50.76万 | 0.06% | 2,385 | 14 | 0.6% | $2,979 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $50.70万 | 0.06% | 2,823 | 335 | 13.5% | $6.02万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $50.29万 | 0.06% | 5,451 | 1,574 | 40.6% | $14.52万 | 加仓 |
| SONY | SONY GROUP CORP | $50.21万 | 0.06% | 25,030 | -1,148 | -4.4% | -$2.30万 | 减仓 |
| SDY | SPDR SERIES TRUST | $49.87万 | 0.06% | 3,277 | 4 | 0.1% | $609 | 加仓 |
| EQIX | EQUINIX INC | $49.83万 | 0.06% | 478 | -14 | -2.8% | -$1.46万 | 减仓 |
| DE | DEERE & CO | $49.53万 | 0.06% | 781 | 28 | 3.7% | $1.78万 | 加仓 |
| GE | GE AEROSPACE | $49.26万 | 0.05% | 1,318 | -9 | -0.7% | -$3,364 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $49.16万 | 0.05% | 7,622 | 3 | 0.0% | $194 | 加仓 |
| VO | VANGUARD INDEX FDS | $48.08万 | 0.05% | 5,967 | -1,301 | -17.9% | -$10.48万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $45.45万 | 0.05% | 13,886 | 1,922 | 16.1% | $6.29万 | 加仓 |
| VMI | VALMONT INDS INC | $43.32万 | 0.05% | 750 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $43.32万 | 0.05% | 11,990 | 2,443 | 25.6% | $8.83万 | 加仓 |
| SYK | STRYKER CORPORATION | $42.50万 | 0.05% | 1,350 | -349 | -20.5% | -$10.99万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $42.34万 | 0.05% | 1,128 | -51 | -4.3% | -$1.91万 | 减仓 |
| RPM | RPM INTL INC | $42.27万 | 0.05% | 3,803 | 613 | 19.2% | $6.81万 | 加仓 |
| VDE | VANGUARD WORLD FD | $41.87万 | 0.05% | 2,789 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $41.30万 | 0.05% | 3,774 | 338 | 9.8% | $3.70万 | 加仓 |