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 |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORP DEL | $22.51万 | 0.03% | 1,182 | 65 | 5.8% | $1.24万 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $22.44万 | 0.02% | 8,633 | -1,151 | -11.8% | -$2.99万 | 减仓 |
| EMXC | ISHARES INC | $22.19万 | 0.02% | 2,169 | -3,126 | -59.0% | -$31.98万 | 重新持有 |
| PSX | PHILLIPS 66 | $22.05万 | 0.02% | 1,304 | -8 | -0.6% | -$1,353 | 减仓 |
| CSX | CSX CORP | $21.89万 | 0.02% | 4,606 | -1,110 | -19.4% | -$5.28万 | 重新持有 |
| PAYX | PAYCHEX INC | $21.86万 | 0.02% | 2,223 | -331 | -13.0% | -$3.25万 | 减仓 |
| ITOT | ISHARES TR | $21.83万 | 0.02% | 1,329 | -872 | -39.6% | -$14.32万 | 重新持有 |
| TEL | TE CONNECTIVITY PLC | $21.72万 | 0.02% | 1,077 | -186 | -14.7% | -$3.75万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $21.45万 | 0.02% | 897 | -68 | -7.0% | -$1.63万 | 减仓 |
| EFG | ISHARES TR | $21.07万 | 0.02% | 1,694 | 1,694 | — | $21.07万 | 新建仓 |
| ESGE | ISHARES INC | $21.04万 | 0.02% | 3,847 | 3,847 | — | $21.04万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $21.03万 | 0.02% | 2,867 | -908 | -24.1% | -$6.66万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $21.01万 | 0.02% | 3,956 | -869 | -18.0% | -$4.61万 | 减仓 |
| NET | CLOUDFLARE INC | $20.97万 | 0.02% | 855 | 855 | — | $20.97万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $20.93万 | 0.02% | 426 | -365 | -46.1% | -$17.93万 | 重新持有 |
| BCH | BANCO DE CHILE | $20.63万 | 0.02% | 5,188 | 5,188 | — | $20.63万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $20.59万 | 0.02% | 1,259 | 1,259 | — | $20.59万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $20.56万 | 0.02% | 4,557 | 4,557 | — | $20.56万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $20.47万 | 0.02% | 1,087 | 1,087 | — | $20.47万 | 新建仓 |
| SBUX | STARBUCKS CORP | $20.40万 | 0.02% | 1,996 | 1,996 | — | $20.40万 | 新建仓 |
| INFY | INFOSYS LTD | $20.10万 | 0.02% | 19,162 | -8,217 | -30.0% | -$8.62万 | 减仓 |
| SRE | SEMPRA | $20.06万 | 0.02% | 2,164 | -250 | -10.4% | -$2.32万 | 减仓 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $19.42万 | 0.02% | 16,671 | 16,671 | — | $19.42万 | 新建仓 |
| KT | KT CORP | $18.36万 | 0.02% | 10,623 | 122 | 1.2% | $2,108 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $17.08万 | 0.02% | 12,090 | 360 | 3.1% | $5,087 | 加仓 |
| NOK | NOKIA CORP | $15.64万 | 0.02% | 11,777 | -1,159 | -9.0% | -$1.54万 | 减仓 |
| ABEV | AMBEV SA | $13.40万 | 0.01% | 42,676 | -12,622 | -22.8% | -$3.96万 | 减仓 |
| — | MICROVISION INC DEL | $13.08万 | 0.01% | 400,000 | 0 | 0.0% | — | 不变 |
| PTY | PIMCO CORPORATE & INCOME OPP | $12.75万 | 0.01% | 10,597 | 60 | 0.6% | $722 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED | $6.33万 | 0.01% | 16,794 | 3,220 | 23.7% | $1.21万 | 加仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $3.10万 | 0.00% | 14,742 | 2,794 | 23.4% | $5,868 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $0 | 0.00% | 0 | -534,972 | -100.0% | -$888.59万 | 清仓 |
| BNL | BROADSTONE NET LEASE INC | $0 | 0.00% | 0 | -39,942 | -100.0% | -$72.97万 | 清仓 |
| — | NIAGEN BIOSCIENCE INC | $0 | 0.00% | 0 | -154,000 | -100.0% | -$67.91万 | 清仓 |
| HMC | HONDA MOTOR CO LTD | $0 | 0.00% | 0 | -12,838 | -100.0% | -$31.21万 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -1,139 | -100.0% | -$31.00万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -2,225 | -100.0% | -$27.92万 | 清仓 |
| ACWV | ISHARES INC | $0 | 0.00% | 0 | -2,302 | -100.0% | -$27.51万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -3,503 | -100.0% | -$27.00万 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -947 | -100.0% | -$25.26万 | 清仓 |
| EXC | EXELON CORP | $0 | 0.00% | 0 | -4,945 | -100.0% | -$24.24万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -6,607 | -100.0% | -$21.94万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -4,306 | -100.0% | -$21.72万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -933 | -100.0% | -$21.44万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -1,899 | -100.0% | -$20.80万 | 清仓 |