Blossom Wealth Management
SAN RAMON, CA CA · SEC CIK 0001839735
$7,097.02万2026Q2 申报市值
72持仓数
47.1%前十大占比 · 第一大 16.3%
1 / 3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
MSI 新建仓+$21.89万
PEP 加仓+$12.19万
VIG 加仓+$5.39万
DFEM 加仓+$4.20万
VIGI 加仓+$3.98万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$40.00万
ZTS 清仓-$28.68万
AWK 清仓-$22.67万
MYCH 清仓-$20.89万
SCHZ 减仓-$14.81万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1,159.87万 | 16.34% | 57,967 | -1,999 | -3.3% | -$40.00万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $426.84万 | 6.01% | 154,092 | 621 | 0.4% | $1.72万 | 加仓 |
| AAPL | APPLE INC | $321.44万 | 4.53% | 11,109 | -12 | -0.1% | -$3,472 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $248.84万 | 3.51% | 68,872 | -245 | -0.4% | -$8,852 | 减仓 |
| — | INNOVATOR ETFS TRUST | $220.32万 | 3.10% | 84,787 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $215.51万 | 3.04% | 9,108 | 228 | 2.6% | $5.39万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $208.69万 | 2.94% | 3,039 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $187.03万 | 2.64% | 64,580 | 414 | 0.6% | $1.20万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $178.44万 | 2.51% | 77,147 | -6,404 | -7.7% | -$14.81万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $174.37万 | 2.46% | 50,093 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $166.09万 | 2.34% | 32,824 | -1,949 | -5.6% | -$9.86万 | 减仓 |
| IAU | ISHARES GOLD TR | $142.31万 | 2.01% | 18,846 | 403 | 2.2% | $3.04万 | 加仓 |
| MSFT | MICROSOFT CORP | $133.24万 | 1.88% | 3,572 | -37 | -1.0% | -$1.38万 | 减仓 |
| VO | VANGUARD INDEX FDS | $123.14万 | 1.74% | 15,283 | -105 | -0.7% | -$8,460 | 减仓 |
| AMZN | AMAZON COM INC | $119.33万 | 1.68% | 5,007 | -4 | -0.1% | -$953 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $118.28万 | 1.67% | 27,468 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $103.46万 | 1.46% | 17,537 | -587 | -3.2% | -$3.46万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $97.91万 | 1.38% | 3,855 | -80 | -2.0% | -$2.03万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $95.98万 | 1.35% | 10,278 | 426 | 4.3% | $3.98万 | 加仓 |
| V | VISA INC | $93.12万 | 1.31% | 2,714 | 19 | 0.7% | $6,519 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $91.96万 | 1.30% | 3,270 | -106 | -3.1% | -$2.98万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $91.47万 | 1.29% | 22,508 | 1,034 | 4.8% | $4.20万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $90.67万 | 1.28% | 46,224 | 1,316 | 2.9% | $2.58万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $89.56万 | 1.26% | 18,757 | -462 | -2.4% | -$2.21万 | 减仓 |
| NFLX | NETFLIX INC. | $85.11万 | 1.20% | 11,920 | 256 | 2.2% | $1.83万 | 加仓 |
| GOOGL | ALPHABET INC | $78.01万 | 1.10% | 2,183 | -1 | -0.0% | -$357 | 减仓 |
| BAC | BANK OF AMER CORP | $74.10万 | 1.04% | 13,005 | -473 | -3.5% | -$2.70万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $69.50万 | 0.98% | 743 | 12 | 1.6% | $1.12万 | 加仓 |
| ADI | ANALOG DEVICES INC | $68.27万 | 0.96% | 1,719 | -58 | -3.3% | -$2.30万 | 减仓 |
| HD | HOME DEPOT INC | $66.35万 | 0.93% | 1,881 | -2 | -0.1% | -$705 | 减仓 |
| — | EXXON MOBIL CORP | $63.74万 | 0.90% | 4,662 | -474 | -9.2% | -$6.48万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $63.35万 | 0.89% | 2,180 | -57 | -2.5% | -$1.66万 | 减仓 |
| APH | AMPHENOL CORP | $60.83万 | 0.86% | 3,450 | -44 | -1.3% | -$7,758 | 减仓 |
| WMT | WALMART INC | $60.80万 | 0.86% | 5,368 | -166 | -3.0% | -$1.88万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $60.38万 | 0.85% | 5,171 | -235 | -4.3% | -$2.74万 | 减仓 |
| SBUX | STARBUCKS CORP | $60.08万 | 0.85% | 5,879 | -150 | -2.5% | -$1.53万 | 减仓 |
| MOAT | VANECK ETF TRUST | $58.86万 | 0.83% | 5,662 | 171 | 3.1% | $1.78万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $56.97万 | 0.80% | 15,711 | -475 | -2.9% | -$1.72万 | 减仓 |
| FNV | FRANCO NEV CORP | $56.34万 | 0.79% | 2,703 | 77 | 2.9% | $1.60万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $55.63万 | 0.78% | 14,521 | -548 | -3.6% | -$2.10万 | 减仓 |
| ECL | ECOLAB INC | $55.03万 | 0.78% | 1,975 | -53 | -2.6% | -$1.48万 | 减仓 |
| — | SSGA ACTIVE TR | $52.47万 | 0.74% | 20,995 | 870 | 4.3% | $2.17万 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $49.11万 | 0.69% | 7,160 | -235 | -3.2% | -$1.61万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $46.84万 | 0.66% | 19,403 | -1,526 | -7.3% | -$3.68万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $46.22万 | 0.65% | 2,339 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $45.45万 | 0.64% | 3,000 | 30 | 1.0% | $4,545 | 加仓 |
| QCOM | QUALCOMM INC | $45.26万 | 0.64% | 2,449 | -30 | -1.2% | -$5,544 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $44.57万 | 0.63% | 22,825 | -2,250 | -9.0% | -$4.39万 | 减仓 |
| AMGN | AMGEN INC | $42.77万 | 0.60% | 1,181 | 18 | 1.5% | $6,518 | 加仓 |
| AMT | AMERICAN TOWER CORP | $42.22万 | 0.59% | 2,581 | -75 | -2.8% | -$1.23万 | 减仓 |
| TXN | TEXAS INSTRS INC | $40.12万 | 0.57% | 1,346 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $38.77万 | 0.55% | 3,488 | -130 | -3.6% | -$1.44万 | 减仓 |
| KO | COCA COLA CO | $37.69万 | 0.53% | 4,637 | -55 | -1.2% | -$4,470 | 减仓 |
| MCD | MCDONALDS CORP | $37.04万 | 0.52% | 1,370 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $35.70万 | 0.50% | 969 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $34.68万 | 0.49% | 3,596 | 53 | 1.5% | $5,111 | 加仓 |
| XYL | XYLEM INC | $34.10万 | 0.48% | 2,885 | 115 | 4.2% | $1.36万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $33.85万 | 0.48% | 8,204 | -195 | -2.3% | -$8,045 | 减仓 |
| NEE | NEXTERA ENERGY INC | $32.87万 | 0.46% | 3,745 | -320 | -7.9% | -$2.81万 | 减仓 |
| WM | WASTE MGMT INC DEL | $32.14万 | 0.45% | 1,442 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $32.13万 | 0.45% | 2,373 | 900 | 61.1% | $12.19万 | 加仓 |
| ASML | ASML HLDG NV | $31.83万 | 0.45% | 160 | -3 | -1.8% | -$5,968 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $30.11万 | 0.42% | 5,355 | 115 | 2.2% | $6,465 | 加仓 |
| GOOG | ALPHABET INC | $29.93万 | 0.42% | 847 | -10 | -1.2% | -$3,534 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $29.90万 | 0.42% | 1,335 | 25 | 1.9% | $5,599 | 加仓 |
| TOST | TOAST INC | $28.93万 | 0.41% | 10,400 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $27.00万 | 0.38% | 642 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $26.29万 | 0.37% | 357 | -43 | -10.8% | -$3.17万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $25.86万 | 0.36% | 1,709 | 53 | 3.2% | $8,020 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $25.11万 | 0.35% | 1,984 | -200 | -9.2% | -$2.53万 | 减仓 |
| RGLD | ROYAL GOLD INC | $24.99万 | 0.35% | 1,252 | 92 | 7.9% | $1.84万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $21.89万 | 0.31% | 527 | 527 | — | $21.89万 | 新建仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -2,426 | -100.0% | -$28.68万 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -1,666 | -100.0% | -$22.67万 | 清仓 |
| MYCH | SSGA ACTIVE TR | $0 | 0.00% | 0 | -8,370 | -100.0% | -$20.89万 | 清仓 |