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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1.32亿 | 14.65% | 175,944 | -6,624 | -3.6% | -$496.07万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $5,345.22万 | 5.94% | 599,240 | -14,070 | -2.3% | -$125.50万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $4,578.04万 | 5.09% | 357,436 | -8,038 | -2.2% | -$102.95万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $3,730.29万 | 4.15% | 737,502 | 107,965 | 17.1% | $546.09万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $3,690.30万 | 4.10% | 625,686 | 69,802 | 12.6% | $411.69万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,469.93万 | 3.86% | 46,466 | 107 | 0.2% | $7.99万 | 加仓 |
| AAPL | APPLE INC | $3,186.94万 | 3.54% | 110,137 | -648 | -0.6% | -$18.75万 | 减仓 |
| IDEV | ISHARES TR | $2,996.66万 | 3.33% | 336,665 | -5,369 | -1.6% | -$47.79万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,034.62万 | 2.26% | 210,863 | 4,362 | 2.1% | $42.09万 | 加仓 |
| AOR | ISHARES TR | $1,924.91万 | 2.14% | 276,966 | 25,313 | 10.1% | $175.93万 | 加仓 |
| IEMG | ISHARES INC | $1,850.72万 | 2.06% | 223,409 | -1,034 | -0.5% | -$8.57万 | 减仓 |
| CRBN | ISHARES TR | $1,400.01万 | 1.56% | 55,343 | 8,199 | 17.4% | $207.41万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,264.48万 | 1.41% | 63,196 | 86 | 0.1% | $1.72万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $1,224.70万 | 1.36% | 186,691 | -5,834 | -3.0% | -$38.27万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,132.44万 | 1.26% | 90,770 | -1,087 | -1.2% | -$13.56万 | 减仓 |
| IEFA | ISHARES TR | $1,105.03万 | 1.23% | 114,416 | -5,442 | -4.5% | -$52.56万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,083.75万 | 1.21% | 143,524 | -10,030 | -6.5% | -$75.74万 | 减仓 |
| TRMB | TRIMBLE INC | $1,079.40万 | 1.20% | 210,903 | -14 | -0.0% | -$717 | 减仓 |
| GOOG | ALPHABET INC | $1,024.89万 | 1.14% | 29,006 | -111 | -0.4% | -$3.92万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,007.00万 | 1.12% | 141,334 | -6,558 | -4.4% | -$46.73万 | 减仓 |
| MUB | ISHARES TR | $996.12万 | 1.11% | 92,559 | -2,077 | -2.2% | -$22.35万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $884.73万 | 0.98% | 23,909 | -2,223 | -8.5% | -$82.26万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $783.42万 | 0.87% | 59,242 | -358 | -0.6% | -$4.73万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $737.44万 | 0.82% | 10,737 | -244 | -2.2% | -$16.76万 | 减仓 |
| AMZN | AMAZON COM INC | $665.03万 | 0.74% | 27,902 | -693 | -2.4% | -$16.52万 | 减仓 |
| GOOGL | ALPHABET INC | $659.91万 | 0.73% | 18,466 | 588 | 3.3% | $21.01万 | 加仓 |
| ESGD | ISHARES TR | $573.82万 | 0.64% | 55,813 | 387 | 0.7% | $3.98万 | 加仓 |
| MSFT | MICROSOFT CORP | $565.97万 | 0.63% | 15,173 | -430 | -2.8% | -$16.04万 | 减仓 |
| EFA | ISHARES TR | $537.21万 | 0.60% | 51,715 | -3,872 | -7.0% | -$40.22万 | 减仓 |
| IJH | ISHARES TR | $533.35万 | 0.59% | 69,167 | -1,567 | -2.2% | -$12.08万 | 减仓 |
| AVGO | BROADCOM INC | $526.44万 | 0.59% | 13,936 | -204 | -1.4% | -$7.71万 | 减仓 |
| IWM | ISHARES TR | $520.23万 | 0.58% | 17,315 | -1,436 | -7.7% | -$43.14万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $519.93万 | 0.58% | 12,050 | -7,310 | -37.8% | -$315.41万 | 减仓 |
| ACWI | ISHARES TR | $485.50万 | 0.54% | 30,930 | -66 | -0.2% | -$1.04万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $479.70万 | 0.53% | 10,045 | 136 | 1.4% | $6.49万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $442.41万 | 0.49% | 10,210 | -292 | -2.8% | -$12.65万 | 减仓 |
| MGV | VANGUARD WORLD FD | $416.18万 | 0.46% | 25,462 | -8,828 | -25.7% | -$144.29万 | 减仓 |
| LLY | ELI LILLY & CO | $406.65万 | 0.45% | 3,390 | -73 | -2.1% | -$8.76万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $371.41万 | 0.41% | 11,347 | -219 | -1.9% | -$7.17万 | 减仓 |
| NUSC | NUSHARES ETF TR | $357.07万 | 0.40% | 68,509 | -11,842 | -14.7% | -$61.72万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $353.51万 | 0.39% | 22,524 | 995 | 4.6% | $15.62万 | 加仓 |
| INTC | INTEL CORP | $352.18万 | 0.39% | 25,222 | -9,149 | -26.6% | -$127.75万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $348.22万 | 0.39% | 3,017 | -146 | -4.6% | -$16.85万 | 减仓 |
| XVV | ISHARES TR | $327.43万 | 0.36% | 57,656 | -5,124 | -8.2% | -$29.10万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $314.06万 | 0.35% | 16,484 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $307.08万 | 0.34% | 61,429 | -25,015 | -28.9% | -$125.05万 | 减仓 |
| AMAT | APPLIED MATLS INC | $305.24万 | 0.34% | 4,222 | -151 | -3.5% | -$10.92万 | 减仓 |
| QQQ | INVESCO QQQ TR | $299.19万 | 0.33% | 4,063 | 648 | 19.0% | $47.72万 | 加仓 |
| META | META PLATFORMS INC | $288.95万 | 0.32% | 5,130 | -233 | -4.3% | -$13.12万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $278.17万 | 0.31% | 4,788 | -3,633 | -43.1% | -$211.07万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $274.35万 | 0.31% | 45,962 | -3,266 | -6.6% | -$19.49万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $266.81万 | 0.30% | 18,195 | -7,073 | -28.0% | -$103.72万 | 减仓 |
| ABBV | ABBVIE INC | $262.30万 | 0.29% | 10,424 | -72 | -0.7% | -$1.81万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $262.21万 | 0.29% | 94,660 | -941 | -1.0% | -$2.61万 | 减仓 |
| CAT | CATERPILLAR INC | $256.92万 | 0.29% | 2,413 | -33 | -1.3% | -$3.51万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $256.21万 | 0.28% | 21,960 | -83 | -0.4% | -$9,684 | 减仓 |
| EEM | ISHARES TR | $255.72万 | 0.28% | 37,381 | -966 | -2.5% | -$6.61万 | 减仓 |
| KO | COCA COLA CO | $249.69万 | 0.28% | 30,724 | -47 | -0.2% | -$3,820 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $239.38万 | 0.27% | 4,784 | -279 | -5.5% | -$13.96万 | 减仓 |
| V | VISA INC | $236.36万 | 0.26% | 6,889 | 53 | 0.8% | $1.82万 | 加仓 |
| MRK | MERCK & CO INC | $225.90万 | 0.25% | 17,580 | -414 | -2.3% | -$5.32万 | 减仓 |
| — | MATTHEWS INTL FDS | $217.24万 | 0.24% | 51,116 | -7,575 | -12.9% | -$32.19万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $211.13万 | 0.23% | 8,689 | 455 | 5.5% | $11.06万 | 加仓 |
| IWF | ISHARES TR | $208.68万 | 0.23% | 16,806 | 710 | 4.4% | $8.82万 | 加仓 |
| ASML | ASML HLDG NV | $205.72万 | 0.23% | 1,034 | 11 | 1.1% | $2.19万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $198.05万 | 0.22% | 5,999 | -28 | -0.5% | -$9,244 | 减仓 |
| ESML | ISHARES TR | $182.40万 | 0.20% | 32,613 | 5,853 | 21.9% | $32.74万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $181.26万 | 0.20% | 62,590 | -906 | -1.4% | -$2.62万 | 减仓 |
| LIN | LINDE PLC | $181.01万 | 0.20% | 3,488 | -1,920 | -35.5% | -$99.64万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $167.81万 | 0.19% | 37,193 | -1,786 | -4.6% | -$8.06万 | 减仓 |
| PFE | PFIZER INC | $158.95万 | 0.18% | 66,011 | -1,462 | -2.2% | -$3.52万 | 减仓 |
| KLAC | KLA CORP | $155.06万 | 0.17% | 5,139 | -331 | -6.1% | -$9.99万 | 减仓 |
| GEV | GE VERNOVA INC | $153.09万 | 0.17% | 1,303 | -45 | -3.3% | -$5.29万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $151.62万 | 0.17% | 4,446 | -111 | -2.4% | -$3.79万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $148.59万 | 0.17% | 1,469 | -68 | -4.4% | -$6.88万 | 减仓 |
| SNPS | SYNOPSYS INC | $148.50万 | 0.17% | 3,329 | 757 | 29.4% | $33.77万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $147.98万 | 0.16% | 1,763 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $139.42万 | 0.16% | 4,122 | -177 | -4.1% | -$5.99万 | 减仓 |
| HD | HOME DEPOT INC | $135.49万 | 0.15% | 3,842 | -569 | -12.9% | -$20.07万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $133.58万 | 0.15% | 5,260 | -232 | -4.2% | -$5.89万 | 减仓 |
| DIS | DISNEY WALT CO | $132.85万 | 0.15% | 13,802 | -146 | -1.0% | -$1.41万 | 减仓 |
| WELL | WELLTOWER INC | $132.34万 | 0.15% | 5,831 | -186 | -3.1% | -$4.22万 | 减仓 |
| PEP | PEPSICO INC | $132.34万 | 0.15% | 9,774 | -4,900 | -33.4% | -$66.35万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $131.10万 | 0.15% | 9,066 | -98 | -1.1% | -$1.42万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $128.75万 | 0.14% | 2,507 | -27 | -1.1% | -$1.39万 | 减仓 |
| UNP | UNION PAC CORP | $128.36万 | 0.14% | 4,719 | -4 | -0.1% | -$1,088 | 减仓 |
| CRSR | CORSAIR GAMING INC | $127.64万 | 0.14% | 132,000 | 132,000 | — | $127.64万 | 新建仓 |
| WMT | WALMART INC | $127.56万 | 0.14% | 11,263 | -293 | -2.5% | -$3.32万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $125.35万 | 0.14% | 1,340 | 61 | 4.8% | $5.71万 | 加仓 |
| IWD | ISHARES TR | $123.59万 | 0.14% | 5,098 | -50 | -1.0% | -$1.21万 | 减仓 |
| TJX | TJX COS INC NEW | $119.75万 | 0.13% | 7,904 | -516 | -6.1% | -$7.82万 | 减仓 |
| ORCL | ORACLE CORP | $118.42万 | 0.13% | 8,081 | -585 | -6.8% | -$8.57万 | 减仓 |
| NFLX | NETFLIX INC. | $116.97万 | 0.13% | 16,382 | 188 | 1.2% | $1.34万 | 加仓 |
| GLD | SPDR GOLD TR | $116.91万 | 0.13% | 3,174 | 339 | 12.0% | $12.49万 | 加仓 |
| — | EXXON MOBIL CORP | $116.27万 | 0.13% | 8,504 | -151 | -1.7% | -$2.06万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $113.13万 | 0.13% | 12,467 | 479 | 4.0% | $4.35万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $112.96万 | 0.13% | 147,078 | 11,000 | 8.1% | $8.45万 | 加仓 |
| TSLA | TESLA INC | $112.83万 | 0.13% | 2,683 | -80 | -2.9% | -$3.36万 | 减仓 |
| C | CITIGROUP INC | $111.92万 | 0.12% | 7,996 | -21 | -0.3% | -$2,939 | 减仓 |
| VV | VANGUARD INDEX FDS | $111.77万 | 0.12% | 3,250 | 0 | 0.0% | — | 不变 |