Boston Standard Wealth Management, LLC
WINCHESTER MA · SEC CIK 0001630939
$6.11亿2026Q1 申报市值
56持仓数
81.2%前十大占比 · 第一大 35.4%
3 / 0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
VCRB 新建仓+$1,154.75万
BIL 重新持有+$200.35万
IAGG 加仓+$129.12万
SPTS 加仓+$82.03万
REET 加仓+$29.57万
2026Q1 卖出最多 按季末市值估算
BND 减仓-$904.04万
SPDW 减仓-$147.62万
VTI 减仓-$53.83万
VEU 减仓-$42.44万
VWO 减仓-$38.31万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| DNA | GINKGO BIOWORKS HOLDINGS INC | $9.68万 | 0.02% | 15,165 | 0 | 0.0% | — | 重新持有 |
| JMIA | JUMIA TECHNOLOGIES AG | $14.44万 | 0.02% | 20,892 | 1,800 | 9.4% | $1.24万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $20.34万 | 0.03% | 3,125 | 3,125 | — | $20.34万 | 新建仓 |
| EFA | ISHARES TR | $22.06万 | 0.04% | 2,238 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $22.14万 | 0.04% | 2,466 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $22.98万 | 0.04% | 3,390 | 3,390 | — | $22.98万 | 新建仓 |
| WMT | WALMART INC | $25.51万 | 0.04% | 2,063 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $26.56万 | 0.04% | 3,731 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $30.02万 | 0.05% | 5,095 | 584 | 12.9% | $3.44万 | 加仓 |
| AVGO | BROADCOM INC | $32.05万 | 0.05% | 1,024 | 217 | 26.9% | $6.79万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $35.44万 | 0.06% | 2,537 | -67 | -2.6% | -$9,359 | 减仓 |
| GOOG | ALPHABET INC | $35.52万 | 0.06% | 1,207 | -124 | -9.3% | -$3.65万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $36.39万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $37.29万 | 0.06% | 7,770 | 781 | 11.2% | $3.75万 | 加仓 |
| AOR | ISHARES TR | $37.60万 | 0.06% | 5,807 | -475 | -7.6% | -$3.08万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $37.70万 | 0.06% | 1,959 | 7 | 0.4% | $1,347 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $38.62万 | 0.06% | 8,949 | -211 | -2.3% | -$9,105 | 减仓 |
| NYF | ISHARES TR | $39.19万 | 0.06% | 7,372 | 37 | 0.5% | $1,967 | 加仓 |
| AMZN | AMAZON COM INC | $39.96万 | 0.07% | 1,895 | 98 | 5.5% | $2.07万 | 加仓 |
| GLD | SPDR GOLD TR | $41.14万 | 0.07% | 946 | 0 | 0.0% | — | 不变 |
| DJP | BARCLAYS BANK PLC | $41.27万 | 0.07% | 8,716 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF TR | $54.19万 | 0.09% | 827 | 2 | 0.2% | $1,310 | 加仓 |
| MSFT | MICROSOFT CORP | $56.63万 | 0.09% | 1,524 | 33 | 2.2% | $1.23万 | 加仓 |
| BA | BOEING CO | $73.34万 | 0.12% | 3,523 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES TR | $74.68万 | 0.12% | 16,256 | -723 | -4.3% | -$3.32万 | 减仓 |
| AOA | ISHARES TR | $75.01万 | 0.12% | 8,430 | -594 | -6.6% | -$5.29万 | 减仓 |
| AAPL | APPLE INC | $79.11万 | 0.13% | 3,114 | -52 | -1.6% | -$1.32万 | 减仓 |
| IXUS | ISHARES TR | $83.45万 | 0.14% | 9,515 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $90.36万 | 0.15% | 19,019 | 50 | 0.3% | $2,376 | 加仓 |
| BCI | ABRDN ETFS | $111.62万 | 0.18% | 46,616 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $137.96万 | 0.23% | 11,290 | 29 | 0.3% | $3,544 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $192.35万 | 0.31% | 41,491 | -2,775 | -6.3% | -$12.87万 | 减仓 |
| SHM | SPDR SERIES TRUST | $202.78万 | 0.33% | 42,445 | 229 | 0.5% | $1.09万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $291.27万 | 0.48% | 97,138 | 4,673 | 5.1% | $14.01万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $292.86万 | 0.48% | 58,701 | 2,795 | 5.0% | $13.94万 | 加仓 |
| NUBD | NUSHARES ETF TR | $297.14万 | 0.49% | 134,150 | 2,087 | 1.6% | $4.62万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $313.93万 | 0.51% | 43,214 | -1,470 | -3.3% | -$10.68万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $338.37万 | 0.55% | 71,809 | -1,619 | -2.2% | -$7.63万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $528.60万 | 0.87% | 105,688 | 4,304 | 4.2% | $21.53万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $674.97万 | 1.10% | 45,606 | -1,592 | -3.4% | -$23.56万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $764.48万 | 1.25% | 36,767 | 26 | 0.1% | $5,406 | 加仓 |
| ESGV | VANGUARD WORLD FD | $896.38万 | 1.47% | 79,172 | 47 | 0.1% | $5,321 | 加仓 |
| BIL | SPDR SERIES TRUST | $919.46万 | 1.51% | 100,608 | 21,922 | 27.9% | $200.35万 | 重新持有 |
| VCRB | VANGUARD MALVERN FDS | $1,154.75万 | 1.89% | 149,695 | 149,695 | — | $1,154.75万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $1,430.53万 | 2.34% | 81,170 | -52 | -0.1% | -$9,164 | 减仓 |
| REET | ISHARES TR | $1,715.44万 | 2.81% | 676,301 | 11,657 | 1.8% | $29.57万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,883.77万 | 3.08% | 386,844 | 170 | 0.0% | $8,278 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,103.42万 | 3.44% | 387,370 | -7,056 | -1.8% | -$38.31万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,222.92万 | 3.64% | 292,105 | -5,577 | -1.9% | -$42.44万 | 减仓 |
| MUB | ISHARES TR | $2,256.85万 | 3.69% | 212,459 | 2,228 | 1.1% | $23.67万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $2,480.95万 | 4.06% | 852,998 | 28,203 | 3.4% | $82.03万 | 加仓 |
| SPTM | SPDR INDEX SHS FDS | $2,677.43万 | 4.38% | 336,170 | 2,923 | 0.9% | $23.28万 | 加仓 |
| IAGG | ISHARES TR | $4,053.90万 | 6.64% | 813,058 | 25,896 | 3.3% | $129.12万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $4,452.38万 | 7.29% | 959,770 | -31,822 | -3.2% | -$147.62万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $5,858.94万 | 9.59% | 797,786 | -123,099 | -13.4% | -$904.04万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2.16亿 | 35.36% | 668,053 | -1,665 | -0.2% | -$53.83万 | 减仓 |