Bouvel Investment Partners, LLC
PHOENIXVILLE PA · SEC CIK 0001839122
$4.42亿2026Q2 申报市值
84持仓数
31.4%前十大占比 · 第一大 4.8%
17 / 11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
ABBV 新建仓+$948.98万
VTIP 新建仓+$853.81万
IFRA 新建仓+$664.98万
CGMS 加仓+$516.95万
TTMI 新建仓+$469.87万
2026Q2 卖出最多 按季末市值估算
JEPI 清仓-$833.39万
BOND 减仓-$694.88万
INTC 减仓-$650.54万
SHY 清仓-$628.59万
IWY 减仓-$387.69万
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 |
|---|---|---|---|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -147,035 | -100.0% | -$833.39万 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -76,128 | -100.0% | -$628.59万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -26,115 | -100.0% | -$382.00万 | 清仓 |
| MINT | PIMCO ETF TR | $0 | 0.00% | 0 | -37,563 | -100.0% | -$377.77万 | 清仓 |
| MRCY | MERCURY SYS INC | $0 | 0.00% | 0 | -32,751 | -100.0% | -$238.79万 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -87,197 | -100.0% | -$198.55万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -5,192 | -100.0% | -$177.75万 | 清仓 |
| SMR | NUSCALE PWR CORP | $0 | 0.00% | 0 | -129,363 | -100.0% | -$140.23万 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -9,305 | -100.0% | -$125.99万 | 清仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $0 | 0.00% | 0 | -43,815 | -100.0% | -$60.81万 | 清仓 |
| QUBT | QUANTUM COMPUTING INC | $0 | 0.00% | 0 | -72,443 | -100.0% | -$49.62万 | 清仓 |
| CERS | CERUS CORP | $5.84万 | 0.01% | 20,000 | 20,000 | — | $5.84万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $20.39万 | 0.05% | 2,076 | 2,076 | — | $20.39万 | 新建仓 |
| IEFA | ISHARES TR | $23.80万 | 0.05% | 2,464 | 27 | 1.1% | $2,608 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $27.91万 | 0.06% | 3,150 | -981 | -23.7% | -$8.69万 | 减仓 |
| IEMG | ISHARES INC | $37.87万 | 0.09% | 4,572 | 47 | 1.0% | $3,893 | 加仓 |
| DVY | ISHARES TR | $61.99万 | 0.14% | 3,966 | 410 | 11.5% | $6.41万 | 加仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $68.12万 | 0.15% | 115,858 | 2,337 | 2.1% | $1.37万 | 加仓 |
| IXUS | ISHARES TR | $69.92万 | 0.16% | 7,326 | 7,326 | — | $69.92万 | 新建仓 |
| RCAT | RED CAT HLDGS INC | $80.92万 | 0.18% | 75,979 | 75,979 | — | $80.92万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $81.87万 | 0.19% | 2,673 | -70 | -2.6% | -$2.14万 | 减仓 |
| GRAL | GRAIL INC | $110.70万 | 0.25% | 16,215 | 88 | 0.5% | $6,008 | 加仓 |
| INDI | INDIE SEMICONDUCTOR INC | $134.90万 | 0.30% | 300,445 | 1,518 | 0.5% | $6,816 | 加仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $137.64万 | 0.31% | 99,308 | 99,308 | — | $137.64万 | 新建仓 |
| PLUG | PLUG PWR INC | $140.26万 | 0.32% | 517,561 | 149,779 | 40.7% | $40.59万 | 加仓 |
| OKLO | OKLO INC | $154.28万 | 0.35% | 29,482 | 132 | 0.4% | $6,908 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $168.14万 | 0.38% | 34,148 | -43 | -0.1% | -$2,117 | 减仓 |
| DVYE | ISHARES INC | $172.27万 | 0.39% | 53,449 | 53,449 | — | $172.27万 | 新建仓 |
| CRSP | CRISPR THERAPEUTICS AG | $177.07万 | 0.40% | 32,466 | -53 | -0.2% | -$2,891 | 减仓 |
| TOST | TOAST INC | $193.69万 | 0.44% | 69,623 | 69,623 | — | $193.69万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $195.70万 | 0.44% | 45,853 | -709 | -1.5% | -$3.03万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $203.84万 | 0.46% | 40,882 | 63 | 0.2% | $3,141 | 加仓 |
| SYM | SYMBOTIC INC | $206.69万 | 0.47% | 45,983 | 57 | 0.1% | $2,562 | 加仓 |
| VBK | VANGUARD INDEX FDS | $213.35万 | 0.48% | 5,834 | 326 | 5.9% | $11.92万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $219.30万 | 0.50% | 13,285 | 5,587 | 72.6% | $92.22万 | 加仓 |
| JOBY | JOBY AVIATION INC | $222.66万 | 0.50% | 249,616 | 123,691 | 98.2% | $110.33万 | 加仓 |
| TEM | TEMPUS AI INC | $237.19万 | 0.54% | 40,944 | 4 | 0.0% | $232 | 加仓 |
| DGRO | ISHARES TR | $238.53万 | 0.54% | 31,473 | 970 | 3.2% | $7.35万 | 加仓 |
| IWY | ISHARES TR | $239.88万 | 0.54% | 8,254 | -13,340 | -61.8% | -$387.69万 | 减仓 |
| ITOT | ISHARES TR | $266.35万 | 0.60% | 16,214 | 1,771 | 12.3% | $29.09万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $267.25万 | 0.60% | 55,274 | 5,400 | 10.8% | $26.11万 | 加仓 |
| SGOV | ISHARES TR | $269.81万 | 0.61% | 26,801 | 26,801 | — | $269.81万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $297.97万 | 0.67% | 124,207 | 291 | 0.2% | $6,981 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $298.97万 | 0.68% | 13,523 | 13,523 | — | $298.97万 | 新建仓 |
| HON | HONEYWELL INTL INC | $302.78万 | 0.68% | 13,523 | -14,005 | -50.9% | -$313.57万 | 减仓 |
| NTRA | NATERA INC | $305.06万 | 0.69% | 11,238 | 11,238 | — | $305.06万 | 新建仓 |
| FVAL | FIDELITY COVINGTON TRUST | $306.66万 | 0.69% | 39,349 | -1,798 | -4.4% | -$14.01万 | 减仓 |
| EFV | ISHARES TR | $309.88万 | 0.70% | 40,481 | 40,481 | — | $309.88万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $311.03万 | 0.70% | 2,250 | 33 | 1.5% | $4.56万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $330.48万 | 0.75% | 5,895 | 5,895 | — | $330.48万 | 新建仓 |
| IONQ | IONQ INC | $389.30万 | 0.88% | 73,095 | 44,604 | 156.6% | $237.56万 | 加仓 |
| FSLR | FIRST SOLAR INC | $398.04万 | 0.90% | 16,869 | 17 | 0.1% | $4,011 | 加仓 |
| IVW | ISHARES TR | $410.42万 | 0.93% | 29,842 | -1,351 | -4.3% | -$18.58万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $438.21万 | 0.99% | 13,088 | -4,591 | -26.0% | -$153.72万 | 减仓 |
| PDFS | PDF SOLUTIONS INC | $448.47万 | 1.01% | 63,352 | 63,352 | — | $448.47万 | 新建仓 |
| AEHR | AEHR TEST SYS | $469.27万 | 1.06% | 48,852 | -22,972 | -32.0% | -$220.67万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $469.87万 | 1.06% | 25,124 | 25,124 | — | $469.87万 | 新建仓 |
| IWF | ISHARES TR | $475.51万 | 1.08% | 38,295 | -125 | -0.3% | -$1.55万 | 减仓 |
| NFLX | NETFLIX INC. | $491.79万 | 1.11% | 68,878 | -591 | -0.9% | -$4.22万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $531.22万 | 1.20% | 6,961 | 19 | 0.3% | $1.45万 | 加仓 |
| META | META PLATFORMS INC | $536.59万 | 1.21% | 9,526 | -148 | -1.5% | -$8.34万 | 减仓 |
| RTX | RTX CORPORATION | $548.11万 | 1.24% | 28,889 | -234 | -0.8% | -$4.44万 | 减仓 |
| PWR | QUANTA SVCS INC | $558.03万 | 1.26% | 7,750 | -10 | -0.1% | -$7,200 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $574.59万 | 1.30% | 14,449 | -148 | -1.0% | -$5.89万 | 减仓 |
| APH | AMPHENOL CORP | $580.52万 | 1.31% | 32,924 | -33 | -0.1% | -$5,819 | 减仓 |
| BA | BOEING CO | $581.05万 | 1.31% | 26,842 | -319 | -1.2% | -$6.91万 | 减仓 |
| AAPL | APPLE INC | $617.12万 | 1.40% | 21,327 | -328 | -1.5% | -$9.49万 | 减仓 |
| ETN | EATON CORP PLC | $634.32万 | 1.43% | 14,886 | -223 | -1.5% | -$9.50万 | 减仓 |
| SNOW | SNOWFLAKE INC | $643.25万 | 1.45% | 25,275 | -354 | -1.4% | -$9.01万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $657.22万 | 1.49% | 23,371 | -115 | -0.5% | -$3.23万 | 减仓 |
| IFRA | ISHARES TR | $664.98万 | 1.50% | 105,486 | 105,486 | — | $664.98万 | 新建仓 |
| MSFT | MICROSOFT CORP | $733.86万 | 1.66% | 19,674 | -270 | -1.4% | -$10.07万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $739.73万 | 1.67% | 8,621 | -2,037 | -19.1% | -$174.79万 | 减仓 |
| ETR | ENTERGY CORP NEW | $752.48万 | 1.70% | 65,513 | -979 | -1.5% | -$11.24万 | 减仓 |
| LLY | ELI LILLY & CO | $818.61万 | 1.85% | 6,825 | -64 | -0.9% | -$7.68万 | 减仓 |
| PULS | PGIM ETF TR | $822.70万 | 1.86% | 166,035 | 78,352 | 89.4% | $388.23万 | 加仓 |
| MTZ | MASTEC INC | $844.93万 | 1.91% | 20,308 | 39 | 0.2% | $1.62万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $853.81万 | 1.93% | 169,981 | 169,981 | — | $853.81万 | 新建仓 |
| GOOGL | ALPHABET INC | $858.83万 | 1.94% | 24,032 | -317 | -1.3% | -$11.33万 | 减仓 |
| TER | TERADYNE INC | $871.59万 | 1.97% | 18,014 | -5,375 | -23.0% | -$260.06万 | 减仓 |
| GE | GE AEROSPACE | $921.02万 | 2.08% | 24,644 | -320 | -1.3% | -$11.96万 | 减仓 |
| VICR | VICOR CORP | $931.41万 | 2.11% | 24,525 | -413 | -1.7% | -$15.68万 | 减仓 |
| ABBV | ABBVIE INC | $948.98万 | 2.15% | 37,712 | 37,712 | — | $948.98万 | 新建仓 |
| AMZN | AMAZON COM INC | $994.52万 | 2.25% | 41,727 | -609 | -1.4% | -$14.51万 | 减仓 |
| AVGO | BROADCOM INC | $998.39万 | 2.26% | 26,430 | -9,804 | -27.1% | -$370.35万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1,055.99万 | 2.39% | 30,966 | -369 | -1.2% | -$12.58万 | 减仓 |
| DDOG | DATADOG INC | $1,085.13万 | 2.45% | 41,678 | -341 | -0.8% | -$8.88万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1,102.57万 | 2.49% | 204,067 | 5,772 | 2.9% | $31.19万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $1,134.60万 | 2.57% | 415,149 | 189,151 | 83.7% | $516.95万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,266.15万 | 2.86% | 63,279 | -216 | -0.3% | -$4.32万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $1,424.73万 | 3.22% | 280,957 | 19,885 | 7.6% | $100.84万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,441.99万 | 3.26% | 292,611 | 18,109 | 6.6% | $89.24万 | 加仓 |
| BOND | PIMCO ETF TR | $1,505.45万 | 3.40% | 163,263 | -75,358 | -31.6% | -$694.88万 | 减仓 |
| INTC | INTEL CORP | $1,761.25万 | 3.98% | 126,137 | -46,590 | -27.0% | -$650.54万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2,132.43万 | 4.82% | 71,585 | -1,472 | -2.0% | -$43.85万 | 减仓 |