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 |
|---|---|---|---|---|---|---|---|---|
| BAP | CREDICORP LTD | $20.86万 | 0.03% | 615 | 615 | — | $20.86万 | 新建仓 |
| DLTR | DOLLAR TREE INC | $20.80万 | 0.03% | 1,899 | 103 | 5.7% | $1.13万 | 加仓 |
| ABNB | AIRBNB INC | $20.37万 | 0.02% | 1,613 | 1,613 | — | $20.37万 | 新建仓 |
| VTR | VENTAS INC | $20.22万 | 0.02% | 2,472 | 2,472 | — | $20.22万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $20.12万 | 0.02% | 731 | 731 | — | $20.12万 | 新建仓 |
| GGB | GERDAU SA | $19.55万 | 0.02% | 54,163 | 466 | 0.9% | $1,682 | 加仓 |
| LPL | LG DISPLAY CO LTD | $16.56万 | 0.02% | 42,679 | -3,732 | -8.0% | -$1.45万 | 减仓 |
| ABEV | AMBEV SA | $16.15万 | 0.02% | 55,298 | 19,050 | 52.6% | $5.56万 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $12.71万 | 0.02% | 10,537 | 10,537 | — | $12.71万 | 新建仓 |
| NOK | NOKIA CORP | $10.40万 | 0.01% | 12,936 | -8,216 | -38.8% | -$6.61万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $4.97万 | 0.01% | 13,574 | -2,799 | -17.1% | -$1.02万 | 减仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $2.86万 | 0.00% | 11,948 | -4,558 | -27.6% | -$1.09万 | 减仓 |
| — | EXCHANGE LISTED FDS TR | $0 | 0.00% | 0 | -139,000 | -100.0% | -$333.23万 | 清仓 |
| MEAR | ISHARES U S ETF TR | $0 | 0.00% | 0 | -13,737 | -100.0% | -$69.12万 | 清仓 |
| NBIS | NEBIUS GROUP N.V. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RELX | RELX PLC | $0 | 0.00% | 0 | -10,851 | -100.0% | -$43.86万 | 清仓 |
| EMXC | ISHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BP | BP PLC | $0 | 0.00% | 0 | -10,113 | -100.0% | -$35.12万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | -869 | -100.0% | -$33.83万 | 清仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -4,529 | -100.0% | -$29.62万 | 清仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -7,866 | -100.0% | -$28.74万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,246 | -100.0% | -$27.82万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -720 | -100.0% | -$25.20万 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PTC | PTC INC | $0 | 0.00% | 0 | -1,364 | -100.0% | -$23.76万 | 清仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -3,199 | -100.0% | -$23.53万 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -1,255 | -100.0% | -$23.29万 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -5,797 | -100.0% | -$23.26万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -1,019 | -100.0% | -$22.97万 | 清仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,304 | -100.0% | -$22.93万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -993 | -100.0% | -$22.22万 | 清仓 |
| WCN | WASTE CONNECTIONS INC | $0 | 0.00% | 0 | -1,264 | -100.0% | -$22.17万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -656 | -100.0% | -$22.16万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -372 | -100.0% | -$21.60万 | 清仓 |
| BIDU | BAIDU INC | $0 | 0.00% | 0 | -1,651 | -100.0% | -$21.57万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -2,198 | -100.0% | -$21.35万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -2,546 | -100.0% | -$21.13万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -822 | -100.0% | -$20.74万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CSX | CSX CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AER | AERCAP HOLDINGS NV | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SAN | BANCO SANTANDER SA | $0 | 0.00% | 0 | -12,197 | -100.0% | -$14.31万 | 清仓 |
| — | TELEFONICA S A | $0 | 0.00% | 0 | -16,701 | -100.0% | -$6.76万 | 清仓 |