Boyd Wealth Management, LLC
SACRAMENTO CA · SEC CIK 0001846114
$2.64亿2026Q2 申报市值
47持仓数
77.4%前十大占比 · 第一大 21.7%
3 / 4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
VCLT 新建仓+$1,554.55万
IJR 加仓+$898.48万
SCHE 加仓+$849.20万
BIV 加仓+$600.30万
HYDB 加仓+$165.57万
2026Q2 卖出最多 按季末市值估算
VTV 减仓-$1,413.76万
ISTB 清仓-$1,346.51万
IAGG 清仓-$829.71万
SPYG 减仓-$498.15万
AGG 减仓-$39.66万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $5,732.16万 | 21.70% | 83,461 | -385 | -0.5% | -$26.44万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,274.80万 | 8.61% | 821,227 | 5,826 | 0.7% | $16.14万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2,196.57万 | 8.31% | 184,601 | -41,865 | -18.5% | -$498.15万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $1,688.23万 | 6.39% | 465,589 | 234,196 | 101.2% | $849.20万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,657.39万 | 6.27% | 216,088 | 78,266 | 56.8% | $600.30万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $1,554.55万 | 5.88% | 206,584 | 206,584 | — | $1,554.55万 | 新建仓 |
| HYDB | ISHARES TR | $1,514.90万 | 5.73% | 323,904 | 35,400 | 12.3% | $165.57万 | 加仓 |
| IJR | ISHARES TR | $1,500.78万 | 5.68% | 101,192 | 60,581 | 149.2% | $898.48万 | 加仓 |
| IVV | ISHARES TR | $1,171.86万 | 4.44% | 15,648 | -109 | -0.7% | -$8.16万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,156.29万 | 4.38% | 53,058 | -64,872 | -55.0% | -$1,413.76万 | 减仓 |
| IJH | ISHARES TR | $895.36万 | 3.39% | 116,115 | 3,415 | 3.0% | $26.33万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $518.98万 | 1.96% | 153,363 | -2,021 | -1.3% | -$6.84万 | 减仓 |
| IEFA | ISHARES TR | $511.00万 | 1.93% | 52,909 | 2,795 | 5.6% | $26.99万 | 加仓 |
| MGV | VANGUARD WORLD FD | $466.11万 | 1.76% | 28,517 | -55 | -0.2% | -$8,990 | 减仓 |
| VO | VANGUARD INDEX FDS | $386.60万 | 1.46% | 47,983 | -277 | -0.6% | -$2.23万 | 减仓 |
| VB | VANGUARD INDEX FDS | $354.01万 | 1.34% | 11,679 | -38 | -0.3% | -$1.15万 | 减仓 |
| IWL | ISHARES TR | $254.77万 | 0.96% | 13,775 | -306 | -2.2% | -$5.66万 | 减仓 |
| IEMG | ISHARES INC | $247.00万 | 0.93% | 29,817 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $221.13万 | 0.84% | 25,671 | 99 | 0.4% | $8,528 | 加仓 |
| NVDA | NVIDIA CORPORATION | $182.99万 | 0.69% | 9,145 | 6,696 | 273.4% | $133.98万 | 加仓 |
| SPYX | SPDR SERIES TRUST | $180.79万 | 0.68% | 29,590 | -3,127 | -9.6% | -$19.11万 | 减仓 |
| IUSV | ISHARES TR | $146.23万 | 0.55% | 13,275 | -962 | -6.8% | -$10.60万 | 减仓 |
| AAPL | APPLE INC | $138.72万 | 0.53% | 4,794 | 68 | 1.4% | $1.97万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $109.00万 | 0.41% | 21,518 | 12,259 | 132.4% | $62.10万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $107.53万 | 0.41% | 21,259 | -5,064 | -19.2% | -$25.61万 | 减仓 |
| AGG | ISHARES TR | $100.85万 | 0.38% | 10,189 | -4,007 | -28.2% | -$39.66万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $89.58万 | 0.34% | 18,473 | 1,271 | 7.4% | $6.16万 | 加仓 |
| DE | DEERE & CO | $88.55万 | 0.34% | 1,396 | 2 | 0.1% | $1,269 | 加仓 |
| IUSG | ISHARES TR | $85.11万 | 0.32% | 4,525 | -187 | -4.0% | -$3.52万 | 减仓 |
| ORCL | ORACLE CORP | $78.59万 | 0.30% | 5,363 | 8 | 0.1% | $1,172 | 加仓 |
| VXUS | VANGUARD STAR FDS | $72.46万 | 0.27% | 8,476 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $65.76万 | 0.25% | 22,343 | -7 | -0.0% | -$206 | 减仓 |
| GOOGL | ALPHABET INC | $65.19万 | 0.25% | 1,824 | 41 | 2.3% | $1.47万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $61.83万 | 0.23% | 828 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $57.36万 | 0.22% | 4,007 | 7 | 0.2% | $1,002 | 加仓 |
| SPTI | SPDR SERIES TRUST | $57.08万 | 0.22% | 20,105 | 137 | 0.7% | $3,889 | 加仓 |
| AMZN | AMAZON COM INC | $54.48万 | 0.21% | 2,286 | 53 | 2.4% | $1.26万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $53.93万 | 0.20% | 3,678 | 26 | 0.7% | $3,813 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $52.65万 | 0.20% | 1,608 | 23 | 1.5% | $7,530 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $48.09万 | 0.18% | 961 | 16 | 1.7% | $8,006 | 加仓 |
| EFAX | SPDR INDEX SHS FDS | $41.60万 | 0.16% | 7,687 | -476 | -5.8% | -$2.58万 | 减仓 |
| — | EXXON MOBIL CORP | $39.92万 | 0.15% | 2,920 | 27 | 0.9% | $3,691 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $37.65万 | 0.14% | 1,339 | 6 | 0.5% | $1,687 | 加仓 |
| EEMX | SPDR INDEX SHS FDS | $29.71万 | 0.11% | 5,487 | 5,487 | — | $29.71万 | 新建仓 |
| USHY | ISHARES TR | $24.66万 | 0.09% | 6,661 | 558 | 9.1% | $2.07万 | 加仓 |
| GOOG | ALPHABET INC | $22.86万 | 0.09% | 647 | 647 | — | $22.86万 | 新建仓 |
| KO | COCA COLA CO | $22.64万 | 0.09% | 2,786 | 56 | 2.1% | $4,551 | 加仓 |
| ISTB | ISHARES TR | $0 | 0.00% | 0 | -277,861 | -100.0% | -$1,346.51万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -165,810 | -100.0% | -$829.71万 | 清仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,250 | -100.0% | -$25.76万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -1,140 | -100.0% | -$24.80万 | 清仓 |