Bouvel Investment Partners, LLC
PHOENIXVILLE PA · SEC CIK 0001839122
$3.45亿2026Q1 申报市值
78持仓数
32.2%前十大占比 · 第一大 6.4%
8 / 10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
ETR 新建仓+$747.10万
NFLX 新建仓+$667.94万
PRF 加仓+$564.21万
AAPL 新建仓+$549.58万
PULS 新建仓+$434.03万
2026Q1 卖出最多 按季末市值估算
INTU 清仓-$647.48万
KKR 清仓-$635.82万
CRM 清仓-$527.29万
UBER 清仓-$446.55万
MRSH 清仓-$253.25万
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 |
|---|---|---|---|---|---|---|---|---|
| INTU | INTUIT | $0 | 0.00% | 0 | -9,775 | -100.0% | -$647.48万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -49,876 | -100.0% | -$635.82万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -19,905 | -100.0% | -$527.29万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -54,651 | -100.0% | -$446.55万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -13,651 | -100.0% | -$253.25万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -7,706 | -100.0% | -$174.26万 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | -12,107 | -100.0% | -$172.21万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -7,525 | -100.0% | -$169.25万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -23,445 | -100.0% | -$136.87万 | 清仓 |
| SRTA | STRATA CRITICAL MEDICAL INC | $0 | 0.00% | 0 | -243,672 | -100.0% | -$117.21万 | 清仓 |
| IEFA | ISHARES TR | $22.06万 | 0.06% | 2,437 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $31.46万 | 0.09% | 4,131 | -301 | -6.8% | -$2.29万 | 减仓 |
| IEMG | ISHARES INC | $31.56万 | 0.09% | 4,525 | 0 | 0.0% | — | 不变 |
| QUBT | QUANTUM COMPUTING INC | $49.62万 | 0.14% | 72,443 | 2,684 | 3.8% | $1.84万 | 加仓 |
| DVY | ISHARES TR | $53.84万 | 0.16% | 3,556 | 1,017 | 40.1% | $15.40万 | 加仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $56.31万 | 0.16% | 113,521 | 5,295 | 4.9% | $2.63万 | 加仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $60.81万 | 0.18% | 43,815 | 1,297 | 3.1% | $1.80万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $70.59万 | 0.20% | 2,743 | -38 | -1.4% | -$9,779 | 减仓 |
| IONQ | IONQ INC | $82.14万 | 0.24% | 28,491 | 28,491 | — | $82.14万 | 新建仓 |
| PLUG | PLUG PWR INC | $83.12万 | 0.24% | 367,782 | 21,226 | 6.1% | $4.80万 | 加仓 |
| GRAL | GRAIL INC | $83.34万 | 0.24% | 16,127 | 1,066 | 7.1% | $5.51万 | 加仓 |
| INDI | INDIE SEMICONDUCTOR INC | $96.25万 | 0.28% | 298,927 | 9,429 | 3.3% | $3.04万 | 加仓 |
| JOBY | JOBY AVIATION INC | $104.01万 | 0.30% | 125,925 | 3,818 | 3.1% | $3.15万 | 加仓 |
| EPAM | EPAM SYS INC | $125.99万 | 0.37% | 9,305 | 3,869 | 71.2% | $52.39万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $129.28万 | 0.38% | 34,191 | 34,191 | — | $129.28万 | 新建仓 |
| SMR | NUSCALE PWR CORP | $140.23万 | 0.41% | 129,363 | 48,299 | 59.6% | $52.36万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $140.91万 | 0.41% | 7,698 | 7,698 | — | $140.91万 | 新建仓 |
| OKLO | OKLO INC | $145.55万 | 0.42% | 29,350 | 1,392 | 5.0% | $6.90万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $154.69万 | 0.45% | 32,519 | 929 | 2.9% | $4.42万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $166.48万 | 0.48% | 5,508 | 5,508 | — | $166.48万 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC | $177.75万 | 0.52% | 5,192 | 167 | 3.3% | $5.72万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $178.81万 | 0.52% | 123,916 | 4,045 | 3.4% | $5.84万 | 加仓 |
| TEM | TEMPUS AI INC | $185.13万 | 0.54% | 40,940 | 1,218 | 3.1% | $5.51万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $198.55万 | 0.58% | 87,197 | 3,563 | 4.3% | $8.11万 | 加仓 |
| ITOT | ISHARES TR | $205.71万 | 0.60% | 14,443 | 4,002 | 38.3% | $57.00万 | 加仓 |
| DGRO | ISHARES TR | $214.07万 | 0.62% | 30,503 | 3,132 | 11.4% | $21.98万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $238.50万 | 0.69% | 49,874 | -289 | -0.6% | -$1.38万 | 减仓 |
| MRCY | MERCURY SYS INC | $238.79万 | 0.69% | 32,751 | 1,468 | 4.7% | $10.70万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $242.40万 | 0.70% | 2,217 | 71 | 3.3% | $7.76万 | 加仓 |
| SYM | SYMBOTIC INC | $244.33万 | 0.71% | 45,926 | 1,644 | 3.7% | $8.75万 | 加仓 |
| AEHR | AEHR TEST SYS | $266.32万 | 0.77% | 71,824 | 18,028 | 33.5% | $66.85万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $271.02万 | 0.79% | 6,942 | 2,124 | 44.1% | $82.92万 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $285.56万 | 0.83% | 41,147 | -833 | -2.0% | -$5.78万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $287.81万 | 0.84% | 40,819 | -22,285 | -35.3% | -$157.13万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $292.18万 | 0.85% | 46,562 | 420 | 0.9% | $2.64万 | 加仓 |
| FSLR | FIRST SOLAR INC | $332.42万 | 0.96% | 16,852 | 530 | 3.2% | $10.45万 | 加仓 |
| IVW | ISHARES TR | $352.82万 | 1.02% | 31,193 | -631 | -2.0% | -$7.14万 | 减仓 |
| MINT | PIMCO ETF TR | $377.77万 | 1.10% | 37,563 | -335 | -0.9% | -$3.37万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $382.00万 | 1.11% | 26,115 | -93 | -0.4% | -$1.36万 | 减仓 |
| SNOW | SNOWFLAKE INC | $386.54万 | 1.12% | 25,629 | 176 | 0.7% | $2.65万 | 加仓 |
| VICR | VICOR CORP | $401.50万 | 1.16% | 24,938 | 755 | 3.1% | $12.16万 | 加仓 |
| IWF | ISHARES TR | $409.56万 | 1.19% | 9,605 | -421 | -4.2% | -$17.95万 | 减仓 |
| APH | AMPHENOL CORP | $416.41万 | 1.21% | 32,957 | 363 | 1.1% | $4.59万 | 加仓 |
| PWR | QUANTA SVCS INC | $426.04万 | 1.24% | 7,760 | 222 | 2.9% | $12.19万 | 加仓 |
| PULS | PGIM ETF TR | $434.03万 | 1.26% | 87,683 | 87,683 | — | $434.03万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $443.00万 | 1.29% | 17,679 | 581 | 3.4% | $14.56万 | 加仓 |
| DDOG | DATADOG INC | $496.03万 | 1.44% | 42,019 | 16,420 | 64.1% | $193.84万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $502.35万 | 1.46% | 31,335 | 189 | 0.6% | $3.03万 | 加仓 |
| IWY | ISHARES TR | $537.35万 | 1.56% | 21,594 | -946 | -4.2% | -$23.54万 | 减仓 |
| ETN | EATON CORP PLC | $540.40万 | 1.57% | 15,109 | 87 | 0.6% | $3.11万 | 加仓 |
| BA | BOEING CO | $540.59万 | 1.57% | 27,161 | 269 | 1.0% | $5.35万 | 加仓 |
| AAPL | APPLE INC | $549.58万 | 1.59% | 21,655 | 21,655 | — | $549.58万 | 新建仓 |
| META | META PLATFORMS INC | $553.48万 | 1.61% | 9,674 | 66 | 0.7% | $3.78万 | 加仓 |
| RTX | RTX CORPORATION | $561.78万 | 1.63% | 29,123 | 203 | 0.7% | $3.92万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $569.28万 | 1.65% | 23,486 | 247 | 1.1% | $5.99万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $615.39万 | 1.79% | 225,998 | -5,978 | -2.6% | -$16.28万 | 减仓 |
| — | HONEYWELL INTL INC | $622.20万 | 1.81% | 27,528 | 9,023 | 48.8% | $203.94万 | 加仓 |
| SHY | ISHARES TR | $628.59万 | 1.82% | 76,128 | -1,676 | -2.2% | -$13.84万 | 减仓 |
| LLY | ELI LILLY & CO | $633.63万 | 1.84% | 6,889 | 71 | 1.0% | $6.53万 | 加仓 |
| MTZ | MASTEC INC | $652.13万 | 1.89% | 20,269 | 714 | 3.7% | $22.97万 | 加仓 |
| NFLX | NETFLIX INC. | $667.94万 | 1.94% | 69,469 | 69,469 | — | $667.94万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $672.88万 | 1.95% | 14,597 | 92 | 0.6% | $4.24万 | 加仓 |
| TER | TERADYNE INC | $693.39万 | 2.01% | 23,389 | 814 | 3.6% | $24.13万 | 加仓 |
| GOOGL | ALPHABET INC | $700.18万 | 2.03% | 24,349 | 168 | 0.7% | $4.83万 | 加仓 |
| GE | GE AEROSPACE | $708.40万 | 2.06% | 24,964 | 141 | 0.6% | $4.00万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $723.62万 | 2.10% | 73,057 | 514 | 0.7% | $5.09万 | 加仓 |
| MSFT | MICROSOFT CORP | $738.25万 | 2.14% | 19,944 | 118 | 0.6% | $4.37万 | 加仓 |
| ETR | ENTERGY CORP NEW | $747.10万 | 2.17% | 66,492 | 66,492 | — | $747.10万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $749.00万 | 2.17% | 10,658 | 298 | 2.9% | $20.94万 | 加仓 |
| INTC | INTEL CORP | $762.24万 | 2.21% | 172,727 | 1,479 | 0.9% | $6.53万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $833.39万 | 2.42% | 147,035 | 1,447 | 1.0% | $8.20万 | 加仓 |
| AMZN | AMAZON COM INC | $881.73万 | 2.56% | 42,336 | 275 | 0.7% | $5.73万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $942.49万 | 2.73% | 198,295 | 118,706 | 149.1% | $564.21万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,107.35万 | 3.21% | 63,495 | 117 | 0.2% | $2.04万 | 加仓 |
| AVGO | BROADCOM INC | $1,121.48万 | 3.25% | 36,234 | 224 | 0.6% | $6.93万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,167.73万 | 3.39% | 274,502 | -6,186 | -2.2% | -$26.32万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $1,324.94万 | 3.84% | 261,072 | -5,352 | -2.0% | -$27.16万 | 减仓 |
| BOND | PIMCO ETF TR | $2,201.99万 | 6.39% | 238,621 | 779 | 0.3% | $7.19万 | 加仓 |