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 |
|---|---|---|---|---|---|---|---|---|
| ISRG | INTUITIVE SURGICAL INC | $41.26万 | 0.05% | 1,038 | -102 | -8.9% | -$4.05万 | 减仓 |
| XYL | XYLEM INC | $40.71万 | 0.05% | 3,444 | -563 | -14.1% | -$6.66万 | 减仓 |
| NVS | NOVARTIS AG | $40.67万 | 0.05% | 2,595 | -177 | -6.4% | -$2.77万 | 减仓 |
| VGT | VANGUARD WORLD FD | $40.54万 | 0.05% | 3,392 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO LTD | $39.75万 | 0.04% | 176,683 | -47,916 | -21.3% | -$10.78万 | 减仓 |
| CBRE | CBRE GROUP INC | $39.72万 | 0.04% | 2,949 | -26 | -0.9% | -$3,502 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $39.72万 | 0.04% | 10,953 | -60 | -0.5% | -$2,176 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $39.64万 | 0.04% | 778 | -121 | -13.5% | -$6.16万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $39.41万 | 0.04% | 1,427 | -4,290 | -75.0% | -$118.48万 | 重新持有 |
| NTRS | NORTHERN TR CORP | $39.39万 | 0.04% | 2,266 | -88 | -3.7% | -$1.53万 | 减仓 |
| CTAS | CINTAS CORP | $38.98万 | 0.04% | 2,292 | -324 | -12.4% | -$5.51万 | 减仓 |
| O | REALTY INCOME CORP | $38.92万 | 0.04% | 6,282 | -16 | -0.3% | -$991 | 减仓 |
| RTX | RTX CORPORATION | $38.75万 | 0.04% | 2,042 | 13 | 0.6% | $2,467 | 加仓 |
| TS | TENARIS S A | $38.64万 | 0.04% | 6,964 | -939 | -11.9% | -$5.21万 | 减仓 |
| FNB | F N B CORP | $38.47万 | 0.04% | 20,165 | -2 | -0.0% | -$38 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $38.36万 | 0.04% | 1,418 | -37 | -2.5% | -$1.00万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $38.32万 | 0.04% | 397 | -214 | -35.0% | -$20.66万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $37.99万 | 0.04% | 727 | 727 | — | $37.99万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $37.73万 | 0.04% | 605 | 87 | 16.8% | $5.42万 | 加仓 |
| CMI | CUMMINS INC | $37.67万 | 0.04% | 528 | -2 | -0.4% | -$1,427 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $36.83万 | 0.04% | 3,871 | 3,871 | — | $36.83万 | 新建仓 |
| VTR | VENTAS INC | $36.41万 | 0.04% | 4,100 | 1,628 | 65.9% | $14.46万 | 加仓 |
| STT | STATE STR CORP | $36.31万 | 0.04% | 2,141 | 223 | 11.6% | $3.78万 | 加仓 |
| EBAY | EBAY INC. | $36.21万 | 0.04% | 3,240 | 108 | 3.4% | $1.21万 | 加仓 |
| — | MORGAN STANLEY ETF TRUST | $36.19万 | 0.04% | 4,754 | -86 | -1.8% | -$6,547 | 减仓 |
| AVXC | AMERICAN CENTY ETF TR | $35.76万 | 0.04% | 4,175 | -25 | -0.6% | -$2,141 | 减仓 |
| MO | ALTRIA GROUP INC | $35.37万 | 0.04% | 4,916 | -32 | -0.6% | -$2,303 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $35.27万 | 0.04% | 1,486 | -105 | -6.6% | -$2.49万 | 减仓 |
| HUBB | HUBBELL INC | $35.16万 | 0.04% | 672 | -44 | -6.1% | -$2.30万 | 减仓 |
| VIV | TELEFONICA BRASIL SA | $34.81万 | 0.04% | 26,449 | -9,621 | -26.7% | -$12.66万 | 减仓 |
| IGIB | ISHARES TR | $34.56万 | 0.04% | 6,500 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $34.56万 | 0.04% | 59,279 | -31,184 | -34.5% | -$18.18万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $34.00万 | 0.04% | 1,360 | 54 | 4.1% | $1.35万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $33.52万 | 0.04% | 2,984 | 2,984 | — | $33.52万 | 新建仓 |
| CTVA | CORTEVA INC | $33.13万 | 0.04% | 3,912 | 300 | 8.3% | $2.54万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $33.00万 | 0.04% | 13,993 | -182 | -1.3% | -$4,292 | 减仓 |
| ETN | EATON CORP PLC | $32.94万 | 0.04% | 773 | 9 | 1.2% | $3,836 | 加仓 |
| MDT | MEDTRONIC PLC | $32.88万 | 0.04% | 4,203 | 2,045 | 94.8% | $16.00万 | 重新持有 |
| — | FLEXSHARES TR | $32.80万 | 0.04% | 1,407 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $32.59万 | 0.04% | 192 | -28 | -12.7% | -$4.75万 | 减仓 |
| SNA | SNAP ON INC | $32.47万 | 0.04% | 807 | -63 | -7.2% | -$2.54万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $32.33万 | 0.04% | 1,517 | 266 | 21.3% | $5.67万 | 加仓 |
| NTES | NETEASE COM INC | $32.19万 | 0.04% | 2,512 | 365 | 17.0% | $4.68万 | 加仓 |
| SJM | SMUCKER J M CO | $32.16万 | 0.04% | 2,859 | -458 | -13.8% | -$5.15万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $31.90万 | 0.04% | 3,479 | -196 | -5.3% | -$1.80万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $31.87万 | 0.04% | 1,313 | 179 | 15.8% | $4.34万 | 加仓 |
| HAL | HALLIBURTON CO | $31.44万 | 0.03% | 9,260 | -225 | -2.4% | -$7,639 | 减仓 |
| URI | UNITED RENTALS INC | $31.38万 | 0.03% | 277 | -16 | -5.5% | -$1.81万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $31.18万 | 0.03% | 3,553 | -35 | -1.0% | -$3,072 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $30.45万 | 0.03% | 2,447 | 173 | 7.6% | $2.15万 | 加仓 |
| MPLX | MPLX LP | $30.28万 | 0.03% | 5,376 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $30.24万 | 0.03% | 4,062 | 4,062 | — | $30.24万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $30.09万 | 0.03% | 5,338 | 5,338 | — | $30.09万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $30.07万 | 0.03% | 724 | -8 | -1.1% | -$3,322 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $29.74万 | 0.03% | 18,552 | 2,721 | 17.2% | $4.36万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $29.73万 | 0.03% | 1,058 | -41 | -3.7% | -$1.15万 | 重新持有 |
| HON | HONEYWELL INTL INC | $29.23万 | 0.03% | 1,305 | -1,311 | -50.1% | -$29.36万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $29.19万 | 0.03% | 5,445 | 11 | 0.2% | $590 | 加仓 |
| TMUS | T-MOBILE US INC | $29.17万 | 0.03% | 1,739 | -49 | -2.7% | -$8,220 | 减仓 |
| FTNT | FORTINET INC | $28.92万 | 0.03% | 1,883 | 1,883 | — | $28.92万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $28.78万 | 0.03% | 1,302 | 1,302 | — | $28.78万 | 新建仓 |
| WFC | WELLS FARGO & CO | $28.42万 | 0.03% | 3,438 | -85 | -2.4% | -$7,025 | 减仓 |
| BDX | BECTON DICKINSON & CO | $28.36万 | 0.03% | 1,874 | -204 | -9.8% | -$3.09万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $28.12万 | 0.03% | 3,755 | -602 | -13.8% | -$4.51万 | 减仓 |
| LPL | LG DISPLAY CO LTD | $28.11万 | 0.03% | 72,262 | 29,583 | 69.3% | $11.51万 | 加仓 |
| MCD | MCDONALDS CORP | $27.94万 | 0.03% | 1,034 | -26 | -2.5% | -$7,025 | 减仓 |
| BAC | BANK OF AMER CORP | $27.91万 | 0.03% | 4,899 | -193 | -3.8% | -$1.10万 | 减仓 |
| ADSK | AUTODESK INC | $27.70万 | 0.03% | 1,425 | -92 | -6.1% | -$1.79万 | 减仓 |
| MCO | MOODYS CORP | $27.70万 | 0.03% | 612 | 11 | 1.8% | $4,979 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $27.47万 | 0.03% | 8,570 | 1 | 0.0% | $32 | 加仓 |
| SNY | SANOFI SA | $27.43万 | 0.03% | 6,431 | -1,702 | -20.9% | -$7.26万 | 减仓 |
| AFL | AFLAC INC | $27.06万 | 0.03% | 2,308 | 378 | 19.6% | $4.43万 | 加仓 |
| DASH | DOORDASH INC | $26.98万 | 0.03% | 1,462 | -555 | -27.5% | -$10.24万 | 重新持有 |
| HLT | HILTON WORLDWIDE HLDGS INC | $26.34万 | 0.03% | 797 | -333 | -29.5% | -$11.00万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $26.29万 | 0.03% | 2,436 | 148 | 6.5% | $1.60万 | 加仓 |
| PNR | PENTAIR PLC | $26.13万 | 0.03% | 3,408 | -473 | -12.2% | -$3.63万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $26.10万 | 0.03% | 1,167 | -748 | -39.1% | -$16.73万 | 减仓 |
| IWV | ISHARES TR | $25.97万 | 0.03% | 609 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $25.64万 | 0.03% | 3,441 | 56 | 1.7% | $4,174 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $25.54万 | 0.03% | 771 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $25.32万 | 0.03% | 1,769 | 156 | 9.7% | $2.23万 | 加仓 |
| SHOP | SHOPIFY INC | $25.22万 | 0.03% | 2,208 | 328 | 17.4% | $3.75万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $25.14万 | 0.03% | 1,186 | 1,186 | — | $25.14万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $24.73万 | 0.03% | 5,794 | -2,077 | -26.4% | -$8.86万 | 减仓 |
| GGB | GERDAU SA | $24.66万 | 0.03% | 61,049 | 6,886 | 12.7% | $2.78万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $24.62万 | 0.03% | 2,460 | 2,460 | — | $24.62万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $24.60万 | 0.03% | 825 | 825 | — | $24.60万 | 新建仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $24.29万 | 0.03% | 3,841 | 425 | 12.4% | $2.69万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $24.16万 | 0.03% | 1,962 | 48 | 2.5% | $5,910 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $23.98万 | 0.03% | 1,724 | 135 | 8.5% | $1.88万 | 重新持有 |
| GD | GENERAL DYNAMICS CORP | $23.52万 | 0.03% | 664 | -2 | -0.3% | -$708 | 减仓 |
| MET | METLIFE INC | $23.46万 | 0.03% | 2,773 | -202 | -6.8% | -$1.71万 | 重新持有 |
| AOM | ISHARES TR | $23.43万 | 0.03% | 4,696 | 4,696 | — | $23.43万 | 新建仓 |
| XCEM | COLUMBIA ETF TR II | $23.16万 | 0.03% | 4,379 | -1,011 | -18.8% | -$5.35万 | 减仓 |
| HSY | HERSHEY CO | $23.05万 | 0.03% | 1,314 | 172 | 15.1% | $3.02万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $23.01万 | 0.03% | 5,578 | -196 | -3.4% | -$8,085 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $22.93万 | 0.03% | 722 | -9 | -1.2% | -$2,858 | 减仓 |
| AER | AERCAP HOLDINGS NV | $22.87万 | 0.03% | 1,569 | 138 | 9.6% | $2.01万 | 重新持有 |
| DOCN | DIGITALOCEAN HLDGS INC | $22.86万 | 0.03% | 1,456 | -12,500 | -89.6% | -$196.29万 | 减仓 |
| BAP | CREDICORP LTD | $22.63万 | 0.03% | 581 | -34 | -5.5% | -$1.32万 | 减仓 |