13F 机构持仓

Denver PWM, LLC

DENVER CO · SEC CIK 0001657980

2026Q22026Q1 更早 9 个季度 🔒
$3.06亿2026Q2 申报市值
89持仓数
56.9%前十大占比 · 第一大 8.6%
4 / 2新建仓 / 清仓
申报市值走势$3.06亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SCHG 8.6%
SCHV 6.2%
SCHM 6.2%
IBTH 6.0%
HEFA 5.4%
IBTI 5.3%
IBTG 5.2%
SCHF 4.8%
IBTJ 4.8%
TOTL 4.4%

2026Q2 买入最多 按季末市值估算

BUFR 新建仓+$373.91万
IBTI 加仓+$151.86万
IBTH 加仓+$107.86万
TOTL 加仓+$98.15万
HEFA 加仓+$59.23万

2026Q2 卖出最多 按季末市值估算

VUG 减仓-$311.59万
VOO 减仓-$202.88万
AAPL 减仓-$182.51万
SCHX 减仓-$49.20万
HELO 减仓-$40.48万

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
SCHG SCHWAB STRATEGIC TR $2,636.11万8.62%736,549 -4,827-0.7% -$17.28万 减仓
SCHV SCHWAB STRATEGIC TR $1,882.17万6.16%532,138 10,3072.0% $36.46万 加仓
SCHM SCHWAB STRATEGIC TR $1,881.57万6.15%512,689 3,4760.7% $12.76万 加仓
IBTH ISHARES TR $1,836.00万6.00%820,926 48,2276.2% $107.86万 加仓
HEFA ISHARES TR $1,650.98万5.40%345,322 12,3893.7% $59.23万 加仓
IBTI ISHARES TR $1,623.81万5.31%734,257 68,67010.3% $151.86万 加仓
IBTG ISHARES TR $1,582.54万5.18%692,276 23,4923.5% $53.70万 加仓
SCHF SCHWAB STRATEGIC TR $1,482.71万4.85%520,247 9,2401.8% $26.33万 加仓
IBTJ ISHARES TR $1,478.65万4.84%685,352 12,8321.9% $27.69万 加仓
TOTL SSGA ACTIVE ETF TR $1,352.86万4.42%348,315 25,2717.8% $98.15万 加仓
IBTK ISHARES TR $1,330.49万4.35%684,939 -9,579-1.4% -$18.61万 减仓
SMLF ISHARES TR $969.58万3.17%106,982 3,2083.1% $29.07万 加仓
JAAA JANUS DETROIT STR TR $956.03万3.13%188,939 1,2150.6% $6.15万 加仓
IJK ISHARES TR $769.11万2.52%64,609 -631-1.0% -$7.51万 减仓
VOO VANGUARD INDEX FDS $538.28万1.76%7,543 -2,843-27.4% -$202.88万 减仓
SCHX SCHWAB STRATEGIC TR $517.47万1.69%168,888 -16,057-8.7% -$49.20万 减仓
BOND PIMCO ETF TR $489.56万1.60%54,023 -578-1.1% -$5.24万 减仓
JAVA J P MORGAN EXCHANGE TRADED F $420.67万1.38%50,176 -2,355-4.5% -$19.74万 减仓
EMXC ISHARES INC $396.99万1.30%40,805 -1,606-3.8% -$15.62万 减仓
BUFR FIRST TR EXCHNG TRADED FD VI $373.91万1.22%99,896 99,896— $373.91万 新建仓
AAPL APPLE INC $357.81万1.17%11,696 -5,966-33.8% -$182.51万 减仓
CAT CATERPILLAR INC $306.99万1.00%3,584 -130-3.5% -$11.14万 减仓
MSFT MICROSOFT CORP $278.33万0.91%5,618 -258-4.4% -$12.78万 减仓
IVV ISHARES TR $266.11万0.87%3,412 421.2% $3.28万 加仓
IPAC ISHARES TR $259.28万0.85%29,978 1,3204.6% $11.42万 加仓
SPMO INVESCO EXCH TRADED FD TR II $256.53万0.84%16,733 6804.2% $10.42万 加仓
EFA ISHARES TR $240.80万0.79%22,165 2511.1% $2.73万 加仓
JBBB JANUS DETROIT STR TR $224.31万0.73%47,354 9,35924.6% $44.33万 加仓
IUSV ISHARES TR $221.73万0.73%19,221 -282-1.4% -$3.25万 减仓
NVDA NVIDIA CORPORATION $220.20万0.72%9,780 2,03226.2% $45.75万 加仓
COST COSTCO WHOLESALE CORPORATION $207.50万0.68%2,159 -57-2.6% -$5.48万 减仓
IWR ISHARES TR $201.94万0.66%17,588 -82-0.5% -$9,415 减仓
CLSE TRUST FOR PROFESSIONAL MANAG $163.34万0.53%48,283 5,34412.4% $18.08万 加仓
IEFA ISHARES TR $158.80万0.52%15,693 -327-2.0% -$3.31万 减仓
SCHA SCHWAB STRATEGIC TR $153.37万0.50%43,022 -1,304-2.9% -$4.65万 减仓
— EXXON MOBIL CORP $149.51万0.49%9,338 20.0% $320 加仓
IWB ISHARES TR $138.47万0.45%3,255 70.2% $2,978 加仓
LITE LUMENTUM HLDGS INC $128.92万0.42%1,392 50.4% $4,631 加仓
ORCL ORACLE CORP $126.96万0.42%8,435 360.4% $5,418 加仓
NMAX NEWSMAX INC $117.11万0.38%107,741 00.0% — 不变
AMZN AMAZON COM INC $107.58万0.35%4,096 1403.5% $3.68万 加仓
VZ VERIZON COMMUNICATIONS INC $96.50万0.32%19,906 00.0% — 不变
GOOGL ALPHABET INC $80.02万0.26%2,313 34917.8% $12.07万 加仓
VB VANGUARD INDEX FDS $74.33万0.24%2,403 -9-0.4% -$2,784 减仓
JPM JPMORGAN CHASE & CO $74.15万0.24%2,044 1256.5% $4.53万 加仓
VEA VANGUARD TAX-MANAGED FDS $72.56万0.24%9,862 00.0% — 不变
HELO J P MORGAN EXCHANGE TRADED F $65.04万0.21%9,271 -5,770-38.4% -$40.48万 减仓
AVGO BROADCOM INC $63.31万0.21%1,611 24017.5% $9.43万 加仓
SCHB SCHWAB STRATEGIC TR $61.19万0.20%20,364 -2,961-12.7% -$8.90万 减仓
VUG VANGUARD INDEX FDS $61.07万0.20%6,836 -34,876-83.6% -$311.59万 减仓
GE GE AEROSPACE $58.95万0.19%1,600 -4-0.2% -$1,474 减仓
IUSG ISHARES TR $57.50万0.19%2,960 30.1% $583 加仓
IWM ISHARES TR $52.75万0.17%1,729 -2-0.1% -$610 减仓
BA BOEING CO $52.45万0.17%2,264 21910.7% $5.07万 加仓
TSLA TESLA INC $51.37万0.17%1,501 00.0% — 不变
GOOG ALPHABET INC $50.51万0.17%1,470 18414.3% $6.32万 加仓
TXN TEXAS INSTRS INC $47.67万0.16%1,705 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $47.19万0.15%2,014 21411.9% $5.01万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $46.69万0.15%1,095 10510.6% $4.48万 加仓
WMT WALMART INC $46.33万0.15%4,019 45812.9% $5.28万 加仓
BMY BRISTOL-MYERS SQUIBB CO $46.03万0.15%7,211 81112.7% $5.18万 加仓
CVS CVS HEALTH CORP $45.18万0.15%4,650 00.0% — 不变
AMGN AMGEN INC $43.25万0.14%1,042 10.1% $415 加仓
VTV VANGUARD INDEX FDS $42.42万0.14%1,864 90.5% $2,048 加仓
INTC INTEL CORP $40.77万0.13%3,978 -141-3.4% -$1.45万 减仓
DIS DISNEY WALT CO $40.54万0.13%3,794 -102-2.6% -$1.09万 减仓
SPY STATE STR SPDR S&P 500 ETF T $39.71万0.13%512 -8-1.5% -$6,205 减仓
MU MICRON TECHNOLOGY INC $38.37万0.13%395 -369-48.3% -$35.85万 减仓
VIAV VIAVI SOLUTIONS INC $38.06万0.12%8,742 00.0% — 不变
HD HOME DEPOT INC $37.99万0.12%1,121 00.0% — 不变
SCHW SCHWAB CHARLES CORP $36.54万0.12%3,289 -79-2.3% -$8,776 减仓
WFC WELLS FARGO & CO $34.54万0.11%3,889 00.0% — 不变
GEV GE VERNOVA INC $34.41万0.11%324 -17-5.0% -$1.81万 减仓
PANW PALO ALTO NETWORKS INC $33.66万0.11%876 876— $33.66万 新建仓
IVE ISHARES TR $33.27万0.11%1,397 40.3% $953 加仓
IEMG ISHARES INC $32.97万0.11%4,060 -52-1.3% -$4,222 减仓
MDYG SPDR SERIES TRUST $31.95万0.10%2,813 -8-0.3% -$909 减仓
JNJ JOHNSON & JOHNSON $31.17万0.10%1,197 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $29.99万0.10%583 12326.7% $6.33万 加仓
META META PLATFORMS INC $29.07万0.10%493 -74-13.1% -$4.36万 减仓
GILD GILEAD SCIENCES INC $29.06万0.10%2,100 00.0% — 不变
C CITIGROUP INC $28.27万0.09%2,029 80.4% $1,115 加仓
BND VANGUARD BD INDEX FDS $27.92万0.09%3,861 00.0% — 不变
SPMD SPDR SERIES TRUST $26.56万0.09%3,853 00.0% — 不变
LLY ELI LILLY & CO $25.52万0.08%216 00.0% — 不变
CVX CHEVRON CORPORATION $24.82万0.08%1,241 00.0% — 不变
TJX TJX COS INC NEW $20.90万0.07%1,374 00.0% — 不变
BSJS INVESCO EXCH TRD SLF IDX FD $20.62万0.07%9,450 9,450— $20.62万 新建仓
YSS YORK SPACE SYSTEMS INC $16.39万0.05%15,000 15,000— $16.39万 新建仓
PG PROCTER & GAMBLE CO $00.00%0 -1,580-100.0% -$23.14万 清仓
RKLB ROCKET LAB CORP $00.00%0 -2,008-100.0% -$21.18万 清仓