Blossom Wealth Management
SAN RAMON, CA CA · SEC CIK 0001839735
$6,740.86万2026Q1 申报市值
74持仓数
44.9%前十大占比 · 第一大 15.5%
9 / 8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
INNOVATOR ETFS T 新建仓+$215.27万
VOO 新建仓+$181.57万
SCHV 新建仓+$152.78万
SCHF 加仓+$123.80万
PFEB 新建仓+$110.15万
2026Q1 卖出最多 按季末市值估算
ACN 清仓-$30.99万
VTI 清仓-$23.60万
VEEV 清仓-$22.32万
NOW 清仓-$21.45万
META 清仓-$21.05万
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 |
|---|---|---|---|---|---|---|---|---|
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,155 | -100.0% | -$30.99万 | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -704 | -100.0% | -$23.60万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$22.32万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,400 | -100.0% | -$21.45万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -319 | -100.0% | -$21.05万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,531 | -100.0% | -$20.68万 | 清仓 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | -4,410 | -100.0% | -$20.51万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -767 | -100.0% | -$20.32万 | 清仓 |
| MYCH | SSGA ACTIVE TR | $20.89万 | 0.31% | 8,370 | 8,370 | — | $20.89万 | 新建仓 |
| ASML | ASML HLDG NV | $21.53万 | 0.32% | 163 | 163 | — | $21.53万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $22.67万 | 0.34% | 1,666 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $22.87万 | 0.34% | 1,473 | 1,473 | — | $22.87万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $23.09万 | 0.34% | 400 | -85 | -17.5% | -$4.91万 | 减仓 |
| TSLA | TESLA INC | $23.87万 | 0.35% | 642 | 42 | 7.0% | $1.56万 | 加仓 |
| GOOG | ALPHABET INC | $24.59万 | 0.36% | 857 | 65 | 8.2% | $1.86万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $26.04万 | 0.39% | 1,656 | -255 | -13.3% | -$4.01万 | 减仓 |
| TXN | TEXAS INSTRS INC | $26.13万 | 0.39% | 1,346 | -194 | -12.6% | -$3.77万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $26.62万 | 0.39% | 1,310 | -160 | -10.9% | -$3.25万 | 减仓 |
| TOST | TOAST INC | $27.57万 | 0.41% | 10,400 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $28.60万 | 0.42% | 2,184 | 9 | 0.4% | $1,178 | 加仓 |
| ZTS | ZOETIS INC | $28.68万 | 0.43% | 2,426 | -586 | -19.5% | -$6.93万 | 减仓 |
| RGLD | ROYAL GOLD INC | $29.52万 | 0.44% | 1,160 | 70 | 6.4% | $1.78万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $31.43万 | 0.47% | 3,543 | 121 | 3.5% | $1.07万 | 加仓 |
| QCOM | QUALCOMM INC | $31.92万 | 0.47% | 2,479 | -225 | -8.3% | -$2.90万 | 减仓 |
| XYL | XYLEM INC | $33.10万 | 0.49% | 2,770 | -190 | -6.4% | -$2.27万 | 减仓 |
| WM | WASTE MGMT INC DEL | $33.14万 | 0.49% | 1,442 | -160 | -10.0% | -$3.68万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $35.04万 | 0.52% | 8,399 | -227 | -2.6% | -$9,470 | 减仓 |
| KO | COCA COLA CO | $35.68万 | 0.53% | 4,692 | -655 | -12.2% | -$4.98万 | 减仓 |
| RPM | RPM INTL INC | $35.96万 | 0.53% | 3,618 | -475 | -11.6% | -$4.72万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $37.52万 | 0.56% | 5,240 | 66 | 1.3% | $4,726 | 加仓 |
| NEE | NEXTERA ENERGY INC | $37.76万 | 0.56% | 4,065 | 95 | 2.4% | $8,824 | 加仓 |
| AMGN | AMGEN INC | $40.92万 | 0.61% | 1,163 | -157 | -11.9% | -$5.52万 | 减仓 |
| GLD | SPDR GOLD TR | $41.70万 | 0.62% | 969 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $42.59万 | 0.63% | 1,370 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $43.10万 | 0.64% | 2,339 | 2,339 | — | $43.10万 | 新建仓 |
| APH | AMPHENOL CORP | $44.15万 | 0.65% | 3,494 | -338 | -8.8% | -$4.27万 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $44.58万 | 0.66% | 7,395 | -1,095 | -12.9% | -$6.60万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $45.84万 | 0.68% | 2,656 | 22 | 0.8% | $3,797 | 加仓 |
| TJX | TJX COS INC NEW | $47.43万 | 0.70% | 2,970 | -485 | -14.0% | -$7.75万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $48.97万 | 0.73% | 25,075 | -250 | -1.0% | -$4,883 | 减仓 |
| — | SSGA ACTIVE TR | $50.31万 | 0.75% | 20,125 | 1,435 | 7.7% | $3.59万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $50.79万 | 0.75% | 20,929 | 643 | 3.2% | $1.56万 | 加仓 |
| MOAT | VANECK ETF TRUST | $53.10万 | 0.79% | 5,491 | 275 | 5.3% | $2.66万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $53.33万 | 0.79% | 16,186 | 16,186 | — | $53.33万 | 新建仓 |
| ECL | ECOLAB INC | $53.95万 | 0.80% | 2,028 | -190 | -8.6% | -$5.05万 | 减仓 |
| SBUX | STARBUCKS CORP | $54.01万 | 0.80% | 6,029 | -645 | -9.7% | -$5.78万 | 减仓 |
| ADI | ANALOG DEVICES INC | $56.53万 | 0.84% | 1,777 | -195 | -9.9% | -$6.20万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $60.68万 | 0.90% | 15,069 | -805 | -5.1% | -$3.24万 | 减仓 |
| HD | HOME DEPOT INC | $61.94万 | 0.92% | 1,883 | -216 | -10.3% | -$7.10万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $62.59万 | 0.93% | 5,406 | -433 | -7.4% | -$5.01万 | 减仓 |
| GOOGL | ALPHABET INC | $62.80万 | 0.93% | 2,184 | -62 | -2.8% | -$1.78万 | 减仓 |
| FNV | FRANCO NEV CORP | $64.88万 | 0.96% | 2,626 | -170 | -6.1% | -$4.20万 | 减仓 |
| BAC | BANK AMERICA CORP | $65.71万 | 0.97% | 13,478 | -2,155 | -13.8% | -$10.51万 | 减仓 |
| WMT | WALMART INC | $68.78万 | 1.02% | 5,534 | -440 | -7.4% | -$5.47万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $72.82万 | 1.08% | 731 | -28 | -3.7% | -$2.79万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $74.19万 | 1.10% | 21,474 | 537 | 2.6% | $1.86万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $77.21万 | 1.15% | 2,237 | -307 | -12.1% | -$10.60万 | 减仓 |
| V | VISA INC | $81.46万 | 1.21% | 2,695 | -115 | -4.1% | -$3.48万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $81.83万 | 1.21% | 3,376 | -152 | -4.3% | -$3.68万 | 减仓 |
| — | EXXON MOBIL CORP | $87.14万 | 1.29% | 5,136 | -450 | -8.1% | -$7.63万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $87.15万 | 1.29% | 9,852 | 984 | 11.1% | $8.70万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $88.13万 | 1.31% | 44,908 | 1,561 | 3.6% | $3.06万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $92.02万 | 1.37% | 19,219 | 715 | 3.9% | $3.42万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $96.19万 | 1.43% | 3,935 | -388 | -9.0% | -$9.48万 | 减仓 |
| AMZN | AMAZON COM INC | $104.36万 | 1.55% | 5,011 | 7 | 0.1% | $1,458 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $107.93万 | 1.60% | 18,124 | 705 | 4.0% | $4.20万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $110.15万 | 1.63% | 27,468 | 27,468 | — | $110.15万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $110.48万 | 1.64% | 3,847 | 206 | 5.7% | $5.92万 | 加仓 |
| NFLX | NETFLIX INC. | $112.15万 | 1.66% | 11,664 | 204 | 1.8% | $1.96万 | 加仓 |
| MSFT | MICROSOFT CORP | $133.60万 | 1.98% | 3,609 | -212 | -5.5% | -$7.85万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $152.78万 | 2.27% | 50,093 | 50,093 | — | $152.78万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $161.06万 | 2.39% | 64,166 | 2,371 | 3.8% | $5.95万 | 加仓 |
| IAU | ISHARES GOLD TR | $162.59万 | 2.41% | 18,443 | 728 | 4.1% | $6.42万 | 加仓 |
| IAGG | ISHARES TR | $174.00万 | 2.58% | 34,773 | 1,455 | 4.4% | $7.28万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $181.57万 | 2.69% | 3,039 | 3,039 | — | $181.57万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $190.97万 | 2.83% | 8,880 | 3,286 | 58.7% | $70.67万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $194.01万 | 2.88% | 83,551 | 3,217 | 4.0% | $7.47万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $200.99万 | 2.98% | 69,117 | 17,170 | 33.1% | $49.93万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $215.27万 | 3.19% | 84,787 | 84,787 | — | $215.27万 | 新建仓 |
| AAPL | APPLE INC | $282.25万 | 4.19% | 11,121 | 57 | 0.5% | $1.45万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $379.84万 | 5.63% | 153,471 | 50,019 | 48.3% | $123.80万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,045.81万 | 15.51% | 59,966 | -100 | -0.2% | -$1.74万 | 减仓 |