Denver PWM, LLC
DENVER CO · SEC CIK 0001657980
$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
26Q126Q2
前十大持仓 占组合比例
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 | 10,307 | 2.0% | $36.46万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,881.57万 | 6.15% | 512,689 | 3,476 | 0.7% | $12.76万 | 加仓 |
| IBTH | ISHARES TR | $1,836.00万 | 6.00% | 820,926 | 48,227 | 6.2% | $107.86万 | 加仓 |
| HEFA | ISHARES TR | $1,650.98万 | 5.40% | 345,322 | 12,389 | 3.7% | $59.23万 | 加仓 |
| IBTI | ISHARES TR | $1,623.81万 | 5.31% | 734,257 | 68,670 | 10.3% | $151.86万 | 加仓 |
| IBTG | ISHARES TR | $1,582.54万 | 5.18% | 692,276 | 23,492 | 3.5% | $53.70万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,482.71万 | 4.85% | 520,247 | 9,240 | 1.8% | $26.33万 | 加仓 |
| IBTJ | ISHARES TR | $1,478.65万 | 4.84% | 685,352 | 12,832 | 1.9% | $27.69万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $1,352.86万 | 4.42% | 348,315 | 25,271 | 7.8% | $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 | 3,208 | 3.1% | $29.07万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $956.03万 | 3.13% | 188,939 | 1,215 | 0.6% | $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 | 42 | 1.2% | $3.28万 | 加仓 |
| IPAC | ISHARES TR | $259.28万 | 0.85% | 29,978 | 1,320 | 4.6% | $11.42万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $256.53万 | 0.84% | 16,733 | 680 | 4.2% | $10.42万 | 加仓 |
| EFA | ISHARES TR | $240.80万 | 0.79% | 22,165 | 251 | 1.1% | $2.73万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $224.31万 | 0.73% | 47,354 | 9,359 | 24.6% | $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 | 2,032 | 26.2% | $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 | 5,344 | 12.4% | $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 | 2 | 0.0% | $320 | 加仓 |
| IWB | ISHARES TR | $138.47万 | 0.45% | 3,255 | 7 | 0.2% | $2,978 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $128.92万 | 0.42% | 1,392 | 5 | 0.4% | $4,631 | 加仓 |
| ORCL | ORACLE CORP | $126.96万 | 0.42% | 8,435 | 36 | 0.4% | $5,418 | 加仓 |
| NMAX | NEWSMAX INC | $117.11万 | 0.38% | 107,741 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $107.58万 | 0.35% | 4,096 | 140 | 3.5% | $3.68万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $96.50万 | 0.32% | 19,906 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $80.02万 | 0.26% | 2,313 | 349 | 17.8% | $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 | 125 | 6.5% | $4.53万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $72.56万 | 0.24% | 9,862 | 0 | 0.0% | — | 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 | 240 | 17.5% | $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 | 3 | 0.1% | $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 | 219 | 10.7% | $5.07万 | 加仓 |
| TSLA | TESLA INC | $51.37万 | 0.17% | 1,501 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $50.51万 | 0.17% | 1,470 | 184 | 14.3% | $6.32万 | 加仓 |
| TXN | TEXAS INSTRS INC | $47.67万 | 0.16% | 1,705 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $47.19万 | 0.15% | 2,014 | 214 | 11.9% | $5.01万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $46.69万 | 0.15% | 1,095 | 105 | 10.6% | $4.48万 | 加仓 |
| WMT | WALMART INC | $46.33万 | 0.15% | 4,019 | 458 | 12.9% | $5.28万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $46.03万 | 0.15% | 7,211 | 811 | 12.7% | $5.18万 | 加仓 |
| CVS | CVS HEALTH CORP | $45.18万 | 0.15% | 4,650 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $43.25万 | 0.14% | 1,042 | 1 | 0.1% | $415 | 加仓 |
| VTV | VANGUARD INDEX FDS | $42.42万 | 0.14% | 1,864 | 9 | 0.5% | $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 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $37.99万 | 0.12% | 1,121 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 4 | 0.3% | $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 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $29.99万 | 0.10% | 583 | 123 | 26.7% | $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 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $28.27万 | 0.09% | 2,029 | 8 | 0.4% | $1,115 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $27.92万 | 0.09% | 3,861 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $26.56万 | 0.09% | 3,853 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $25.52万 | 0.08% | 216 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $24.82万 | 0.08% | 1,241 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $20.90万 | 0.07% | 1,374 | 0 | 0.0% | — | 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 | $0 | 0.00% | 0 | -1,580 | -100.0% | -$23.14万 | 清仓 |
| RKLB | ROCKET LAB CORP | $0 | 0.00% | 0 | -2,008 | -100.0% | -$21.18万 | 清仓 |