Boston Standard Wealth Management, LLC
WINCHESTER MA · SEC CIK 0001630939
$6.89亿2026Q2 申报市值
59持仓数
78.4%前十大占比 · 第一大 35.9%
4 / 1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
VCRB 加仓+$2,087.09万
BIL 加仓+$1,574.62万
IAGG 加仓+$181.79万
MUB 加仓+$142.25万
SPTS 加仓+$121.98万
2026Q2 卖出最多 按季末市值估算
BND 减仓-$1,782.22万
SPDW 减仓-$68.04万
SPSM 减仓-$57.95万
AAPL 减仓-$42.32万
MU 减仓-$31.74万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $2.47亿 | 35.86% | 667,332 | -721 | -0.1% | -$26.71万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $4,721.70万 | 6.85% | 946,137 | -13,633 | -1.4% | -$68.04万 | 减仓 |
| IAGG | ISHARES TR | $4,263.75万 | 6.19% | 849,268 | 36,210 | 4.5% | $181.79万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $4,050.28万 | 5.88% | 554,009 | -243,777 | -30.6% | -$1,782.22万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $3,237.87万 | 4.70% | 421,187 | 271,492 | 181.4% | $2,087.09万 | 加仓 |
| SPTM | SPDR INDEX SHS FDS | $3,087.78万 | 4.48% | 339,708 | 3,538 | 1.1% | $32.16万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $2,588.77万 | 3.76% | 895,179 | 42,181 | 4.9% | $121.98万 | 加仓 |
| BIL | SPDR SERIES TRUST | $2,494.12万 | 3.62% | 272,895 | 172,287 | 171.2% | $1,574.62万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,463.33万 | 3.57% | 296,966 | 4,861 | 1.7% | $40.32万 | 加仓 |
| MUB | ISHARES TR | $2,419.91万 | 3.51% | 225,728 | 13,269 | 6.2% | $142.25万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,274.55万 | 3.30% | 382,829 | -4,541 | -1.2% | -$26.98万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $2,181.29万 | 3.16% | 376,832 | -10,012 | -2.6% | -$57.95万 | 减仓 |
| REET | ISHARES TR | $1,879.69万 | 2.73% | 679,938 | 3,637 | 0.5% | $10.05万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,590.15万 | 2.31% | 81,134 | -36 | -0.0% | -$7,056 | 减仓 |
| ESGV | VANGUARD WORLD FD | $1,061.49万 | 1.54% | 79,946 | 774 | 1.0% | $10.28万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $897.40万 | 1.30% | 36,406 | -361 | -1.0% | -$8.90万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $680.57万 | 0.99% | 44,087 | -1,519 | -3.3% | -$23.45万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $554.36万 | 0.80% | 109,873 | 4,185 | 4.0% | $21.12万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $375.26万 | 0.54% | 72,835 | 1,026 | 1.4% | $5.29万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $348.63万 | 0.51% | 42,746 | -468 | -1.1% | -$3.82万 | 减仓 |
| NUBD | NUSHARES ETF TR | $330.50万 | 0.48% | 149,955 | 15,805 | 11.8% | $34.83万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $307.33万 | 0.45% | 61,986 | 3,285 | 5.6% | $16.29万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $306.24万 | 0.44% | 102,413 | 5,275 | 5.4% | $15.77万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $237.16万 | 0.34% | 42,387 | 896 | 2.2% | $5.01万 | 加仓 |
| SHM | SPDR SERIES TRUST | $203.02万 | 0.29% | 42,429 | -16 | -0.0% | -$766 | 减仓 |
| DSI | ISHARES TR | $161.00万 | 0.23% | 11,312 | 22 | 0.2% | $3,131 | 加仓 |
| ESML | ISHARES TR | $104.02万 | 0.15% | 18,625 | -394 | -2.1% | -$2.20万 | 减仓 |
| BCI | ABRDN ETFS | $103.79万 | 0.15% | 46,616 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $91.21万 | 0.13% | 9,637 | 122 | 1.3% | $1.15万 | 加仓 |
| AOA | ISHARES TR | $82.74万 | 0.12% | 8,480 | 50 | 0.6% | $4,879 | 加仓 |
| ESGE | ISHARES TR | $82.38万 | 0.12% | 15,405 | -851 | -5.2% | -$4.55万 | 减仓 |
| BA | BOEING CO | $76.35万 | 0.11% | 3,523 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $74.06万 | 0.11% | 700 | -300 | -30.0% | -$31.74万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $67.05万 | 0.10% | 898 | 71 | 8.6% | $5.30万 | 加仓 |
| MSFT | MICROSOFT CORP | $59.43万 | 0.09% | 1,542 | 18 | 1.2% | $6,937 | 加仓 |
| AAPL | APPLE INC | $49.51万 | 0.07% | 1,679 | -1,435 | -46.1% | -$42.32万 | 减仓 |
| AMZN | AMAZON COM INC | $45.30万 | 0.07% | 1,867 | -28 | -1.5% | -$6,793 | 减仓 |
| AVGO | BROADCOM INC | $45.26万 | 0.07% | 1,219 | 195 | 19.0% | $7.24万 | 加仓 |
| GOOG | ALPHABET INC | $44.11万 | 0.06% | 1,234 | 27 | 2.2% | $9,651 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $43.34万 | 0.06% | 2,768 | 231 | 9.1% | $3.62万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $43.11万 | 0.06% | 2,012 | 53 | 2.7% | $1.14万 | 加仓 |
| AOR | ISHARES TR | $40.77万 | 0.06% | 5,877 | 70 | 1.2% | $4,856 | 加仓 |
| NYF | ISHARES TR | $39.91万 | 0.06% | 7,430 | 58 | 0.8% | $3,116 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $39.32万 | 0.06% | 8,960 | 11 | 0.1% | $483 | 加仓 |
| DJP | BARCLAYS BANK PLC | $38.00万 | 0.06% | 8,716 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $35.51万 | 0.05% | 946 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $30.36万 | 0.04% | 6,288 | -1,482 | -19.1% | -$7.16万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $27.05万 | 0.04% | 5,132 | 37 | 0.7% | $1,950 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $25.39万 | 0.04% | 3,599 | 474 | 15.2% | $3.34万 | 加仓 |
| — | ISHARES TR | $24.90万 | 0.04% | 3,765 | 34 | 0.9% | $2,249 | 加仓 |
| EFA | ISHARES TR | $24.67万 | 0.04% | 2,392 | 154 | 6.9% | $1.59万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $23.27万 | 0.03% | 1,611 | 1,611 | — | $23.27万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $22.72万 | 0.03% | 6,644 | 6,644 | — | $22.72万 | 新建仓 |
| WMT | WALMART INC | $22.16万 | 0.03% | 2,063 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $21.21万 | 0.03% | 1,800 | 1,800 | — | $21.21万 | 新建仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $20.42万 | 0.03% | 1,400 | 1,400 | — | $20.42万 | 新建仓 |
| HAS | HASBRO INC | $20.40万 | 0.03% | 2,475 | 9 | 0.4% | $742 | 加仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $16.50万 | 0.02% | 15,165 | 0 | 0.0% | — | 不变 |
| JMIA | JUMIA TECHNOLOGIES AG | $15.46万 | 0.02% | 21,084 | 192 | 0.9% | $1,408 | 加仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,390 | -100.0% | -$22.98万 | 清仓 |