Denver PWM, LLC
DENVER CO · SEC CIK 0001657980
$2.93亿2026Q1 申报市值
87持仓数
56.1%前十大占比 · 第一大 8.6%
16 / 5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
IBTK 新建仓+$1,363.69万
VUG 加仓+$250.15万
SPMO 新建仓+$230.85万
CLSE 新建仓+$141.74万
LITE 新建仓+$125.36万
2026Q1 卖出最多 按季末市值估算
SCHG 减仓-$1,154.11万
SCHF 减仓-$820.46万
SCHM 减仓-$492.61万
SCHV 减仓-$457.35万
HEFA 减仓-$318.88万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $2,529.57万 | 8.62% | 741,376 | -338,249 | -31.3% | -$1,154.11万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,769.01万 | 6.03% | 509,213 | -141,800 | -21.8% | -$492.61万 | 减仓 |
| IBTH | ISHARES TR | $1,729.69万 | 5.90% | 772,699 | 29,288 | 3.9% | $65.56万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $1,704.82万 | 5.81% | 521,831 | -139,991 | -21.2% | -$457.35万 | 减仓 |
| IBTG | ISHARES TR | $1,529.17万 | 5.21% | 668,784 | -112,199 | -14.4% | -$256.54万 | 减仓 |
| HEFA | ISHARES TR | $1,487.21万 | 5.07% | 332,933 | -71,386 | -17.7% | -$318.88万 | 减仓 |
| IBTI | ISHARES TR | $1,477.27万 | 5.04% | 665,587 | -84,429 | -11.3% | -$187.39万 | 减仓 |
| IBTJ | ISHARES TR | $1,461.72万 | 4.98% | 672,520 | -17,928 | -2.6% | -$38.97万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,398.12万 | 4.77% | 511,007 | -299,874 | -37.0% | -$820.46万 | 减仓 |
| IBTK | ISHARES TR | $1,363.69万 | 4.65% | 694,518 | 694,518 | — | $1,363.69万 | 新建仓 |
| TOTL | SSGA ACTIVE ETF TR | $1,279.90万 | 4.36% | 323,044 | -74,917 | -18.8% | -$296.82万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $949.88万 | 3.24% | 187,724 | -37,631 | -16.7% | -$190.41万 | 减仓 |
| SMLF | ISHARES TR | $870.87万 | 2.97% | 103,774 | -27,676 | -21.1% | -$232.26万 | 减仓 |
| IJK | ISHARES TR | $735.39万 | 2.51% | 65,240 | -16,388 | -20.1% | -$184.73万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $704.20万 | 2.40% | 10,386 | -3,580 | -25.6% | -$242.74万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $536.34万 | 1.83% | 184,945 | -9,782 | -5.0% | -$28.37万 | 减仓 |
| AAPL | APPLE INC | $518.06万 | 1.77% | 17,662 | -727 | -4.0% | -$21.32万 | 减仓 |
| BOND | PIMCO ETF TR | $504.08万 | 1.72% | 54,601 | -13,487 | -19.8% | -$124.51万 | 减仓 |
| EMXC | ISHARES INC | $415.71万 | 1.42% | 42,411 | -12,226 | -22.4% | -$119.84万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $400.70万 | 1.37% | 52,531 | -32,049 | -37.9% | -$244.47万 | 减仓 |
| CAT | CATERPILLAR INC | $333.31万 | 1.14% | 3,714 | -436 | -10.5% | -$39.13万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $303.66万 | 1.04% | 6,952 | 5,727 | 467.5% | $250.15万 | 加仓 |
| IVV | ISHARES TR | $249.69万 | 0.85% | 3,370 | -349 | -9.4% | -$25.86万 | 减仓 |
| MSFT | MICROSOFT CORP | $243.93万 | 0.83% | 5,876 | -324 | -5.2% | -$13.45万 | 减仓 |
| IPAC | ISHARES TR | $237.06万 | 0.81% | 28,658 | -9,096 | -24.1% | -$75.24万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $230.85万 | 0.79% | 16,053 | 16,053 | — | $230.85万 | 新建仓 |
| EFA | ISHARES TR | $227.82万 | 0.78% | 21,914 | -3,081 | -12.3% | -$32.03万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $223.55万 | 0.76% | 2,216 | -34 | -1.5% | -$3.43万 | 减仓 |
| IUSV | ISHARES TR | $211.91万 | 0.72% | 19,503 | -13,451 | -40.8% | -$146.15万 | 减仓 |
| IWR | ISHARES TR | $185.89万 | 0.63% | 17,670 | -8,780 | -33.2% | -$92.37万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $180.19万 | 0.61% | 37,995 | 19,972 | 110.8% | $94.72万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $166.73万 | 0.57% | 7,748 | -8,973 | -53.7% | -$193.09万 | 减仓 |
| ORCL | ORACLE CORP | $164.58万 | 0.56% | 8,399 | -2,201 | -20.8% | -$43.13万 | 减仓 |
| IEFA | ISHARES TR | $155.87万 | 0.53% | 16,020 | -13,169 | -45.1% | -$128.13万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $148.31万 | 0.51% | 44,326 | -37,156 | -45.6% | -$124.32万 | 减仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $141.74万 | 0.48% | 42,939 | 42,939 | — | $141.74万 | 新建仓 |
| — | EXXON MOBIL CORP | $134.97万 | 0.46% | 9,336 | -95 | -1.0% | -$1.37万 | 减仓 |
| IWB | ISHARES TR | $130.69万 | 0.45% | 3,248 | 26 | 0.8% | $1.05万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $125.36万 | 0.43% | 1,387 | 1,387 | — | $125.36万 | 新建仓 |
| AMZN | AMAZON COM INC | $107.87万 | 0.37% | 3,956 | -43 | -1.1% | -$1.17万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $101.80万 | 0.35% | 15,041 | -21,732 | -59.1% | -$147.08万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $94.00万 | 0.32% | 19,906 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $78.73万 | 0.27% | 1,964 | 28 | 1.4% | $1.12万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $69.85万 | 0.24% | 9,862 | -35 | -0.4% | -$2,479 | 减仓 |
| VB | VANGUARD INDEX FDS | $69.51万 | 0.24% | 2,412 | -221 | -8.4% | -$6.37万 | 减仓 |
| NMAX | NEWSMAX INC | $68.31万 | 0.23% | 107,741 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $66.29万 | 0.23% | 23,325 | -6,198 | -21.0% | -$17.61万 | 减仓 |
| TSLA | TESLA INC | $64.30万 | 0.22% | 1,501 | -70 | -4.5% | -$3.00万 | 减仓 |
| AVGO | BROADCOM INC | $58.95万 | 0.20% | 1,371 | -44 | -3.1% | -$1.89万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $57.98万 | 0.20% | 1,919 | 172 | 9.8% | $5.20万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $57.02万 | 0.19% | 764 | 764 | — | $57.02万 | 新建仓 |
| IUSG | ISHARES TR | $54.91万 | 0.19% | 2,957 | -3,977 | -57.4% | -$73.85万 | 减仓 |
| INTC | INTEL CORP | $51.45万 | 0.18% | 4,119 | 4,119 | — | $51.45万 | 新建仓 |
| GOOG | ALPHABET INC | $51.04万 | 0.17% | 1,286 | -55 | -4.1% | -$2.18万 | 减仓 |
| IWM | ISHARES TR | $49.20万 | 0.17% | 1,731 | 70 | 4.2% | $1.99万 | 加仓 |
| TXN | TEXAS INSTRS INC | $49.07万 | 0.17% | 1,705 | 4 | 0.2% | $1,151 | 加仓 |
| BA | BOEING CO | $48.54万 | 0.17% | 2,045 | 197 | 10.7% | $4.68万 | 加仓 |
| GE | GE AEROSPACE | $47.65万 | 0.16% | 1,604 | 311 | 24.1% | $9.24万 | 加仓 |
| WMT | WALMART INC | $46.44万 | 0.16% | 3,561 | 644 | 22.1% | $8.40万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $44.77万 | 0.15% | 8,742 | 8,742 | — | $44.77万 | 新建仓 |
| CVS | CVS HEALTH CORP | $42.11万 | 0.14% | 4,650 | -512 | -9.9% | -$4.64万 | 减仓 |
| DIS | DISNEY WALT CO | $42.09万 | 0.14% | 3,896 | -104 | -2.6% | -$1.12万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $41.36万 | 0.14% | 1,800 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $40.76万 | 0.14% | 990 | -95 | -8.8% | -$3.91万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $38.41万 | 0.13% | 1,855 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $38.35万 | 0.13% | 520 | 520 | — | $38.35万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $35.94万 | 0.12% | 6,400 | -500 | -7.2% | -$2.81万 | 减仓 |
| HD | HOME DEPOT INC | $35.59万 | 0.12% | 1,121 | -216 | -16.2% | -$6.86万 | 减仓 |
| GEV | GE VERNOVA INC | $35.42万 | 0.12% | 341 | 341 | — | $35.42万 | 新建仓 |
| META | META PLATFORMS INC | $34.55万 | 0.12% | 567 | 15 | 2.7% | $9,140 | 加仓 |
| AMGN | AMGEN INC | $34.52万 | 0.12% | 1,041 | 13 | 1.3% | $4,310 | 加仓 |
| IEMG | ISHARES INC | $34.14万 | 0.12% | 4,112 | -1,972 | -32.4% | -$16.37万 | 减仓 |
| IVE | ISHARES TR | $31.24万 | 0.11% | 1,393 | -435 | -23.8% | -$9.76万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $30.33万 | 0.10% | 2,821 | -121 | -4.1% | -$1.30万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $29.84万 | 0.10% | 3,368 | -547 | -14.0% | -$4.85万 | 减仓 |
| WFC | WELLS FARGO & CO | $29.42万 | 0.10% | 3,889 | 393 | 11.2% | $2.97万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $28.40万 | 0.10% | 3,861 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $27.58万 | 0.09% | 2,100 | 100 | 5.0% | $1.31万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $26.49万 | 0.09% | 1,197 | 1,197 | — | $26.49万 | 新建仓 |
| C | CITIGROUP INC | $25.38万 | 0.09% | 2,021 | 2,021 | — | $25.38万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $25.00万 | 0.09% | 3,853 | -100 | -2.5% | -$6,488 | 减仓 |
| PG | PROCTER & GAMBLE CO | $23.14万 | 0.08% | 1,580 | -281 | -15.1% | -$4.12万 | 减仓 |
| CVX | CHEVRON CORPORATION | $22.54万 | 0.08% | 1,241 | 1,241 | — | $22.54万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $21.18万 | 0.07% | 2,008 | 2,008 | — | $21.18万 | 新建仓 |
| TJX | TJX COS INC NEW | $21.07万 | 0.07% | 1,374 | 1,374 | — | $21.07万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $20.94万 | 0.07% | 460 | 460 | — | $20.94万 | 新建仓 |
| LLY | ELI LILLY & CO | $20.51万 | 0.07% | 216 | 216 | — | $20.51万 | 新建仓 |
| ANGL | VANECK ETF TRUST | $0 | 0.00% | 0 | -83,880 | -100.0% | -$245.60万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -3,360 | -100.0% | -$185.33万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -360 | -100.0% | -$29.81万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -1,048 | -100.0% | -$23.82万 | 清仓 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | -3,398 | -100.0% | -$21.08万 | 清仓 |