Boyd Wealth Management, LLC
SACRAMENTO CA · SEC CIK 0001846114
$2.36亿2026Q1 申报市值
48持仓数
75.8%前十大占比 · 第一大 21.2%
3 / 3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
HYDB 新建仓+$1,342.12万
SPYG 加仓+$840.29万
VOO 加仓+$132.30万
IAGG 加仓+$75.51万
JMUB 新建仓+$46.29万
2026Q1 卖出最多 按季末市值估算
HYLB 清仓-$1,280.86万
IJR 减仓-$818.23万
MSFT 清仓-$20.89万
AMZN 减仓-$20.54万
SPYX 减仓-$18.21万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $5,010.20万 | 21.18% | 83,846 | 2,214 | 2.7% | $132.30万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,313.79万 | 9.78% | 117,930 | 140 | 0.1% | $2.75万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2,217.33万 | 9.38% | 226,466 | 85,823 | 61.0% | $840.29万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,018.12万 | 8.53% | 815,401 | 5,880 | 0.7% | $14.55万 | 加仓 |
| ISTB | ISHARES TR | $1,346.51万 | 5.69% | 277,861 | 7,130 | 2.6% | $34.55万 | 加仓 |
| HYDB | ISHARES TR | $1,342.12万 | 5.67% | 288,504 | 288,504 | — | $1,342.12万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $1,063.71万 | 4.50% | 137,822 | 3,469 | 2.6% | $26.77万 | 加仓 |
| IVV | ISHARES TR | $1,029.26万 | 4.35% | 15,757 | -39 | -0.2% | -$2.55万 | 减仓 |
| IAGG | ISHARES TR | $829.71万 | 3.51% | 165,810 | 15,090 | 10.0% | $75.51万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $762.44万 | 3.22% | 231,393 | 1,363 | 0.6% | $4.49万 | 加仓 |
| IJH | ISHARES TR | $761.06万 | 3.22% | 112,700 | 4,105 | 3.8% | $27.72万 | 加仓 |
| IJR | ISHARES TR | $504.84万 | 2.13% | 40,611 | -65,821 | -61.8% | -$818.23万 | 减仓 |
| IEFA | ISHARES TR | $453.68万 | 1.92% | 50,114 | -26 | -0.1% | -$2,354 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $452.63万 | 1.91% | 155,384 | 2,800 | 1.8% | $8.16万 | 加仓 |
| MGV | VANGUARD WORLD FD | $414.15万 | 1.75% | 28,572 | -420 | -1.4% | -$6.09万 | 减仓 |
| VO | VANGUARD INDEX FDS | $346.48万 | 1.47% | 12,065 | -102 | -0.8% | -$2.93万 | 减仓 |
| VB | VANGUARD INDEX FDS | $306.89万 | 1.30% | 11,717 | -205 | -1.7% | -$5.37万 | 减仓 |
| IWL | ISHARES TR | $225.97万 | 0.96% | 14,081 | -12 | -0.1% | -$1,926 | 减仓 |
| IEMG | ISHARES INC | $207.97万 | 0.88% | 29,817 | 6 | 0.0% | $419 | 加仓 |
| VUG | VANGUARD INDEX FDS | $186.16万 | 0.79% | 4,262 | 59 | 1.4% | $2.58万 | 加仓 |
| SPYX | SPDR SERIES TRUST | $173.50万 | 0.73% | 32,717 | -3,434 | -9.5% | -$18.21万 | 减仓 |
| IUSV | ISHARES TR | $145.57万 | 0.62% | 14,237 | 2 | 0.0% | $204 | 加仓 |
| AGG | ISHARES TR | $140.92万 | 0.60% | 14,196 | -166 | -1.2% | -$1.65万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $131.33万 | 0.56% | 26,323 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $119.95万 | 0.51% | 4,726 | 568 | 13.7% | $14.42万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $81.78万 | 0.35% | 17,202 | 884 | 5.4% | $4.20万 | 加仓 |
| ORCL | ORACLE CORP | $78.78万 | 0.33% | 5,355 | 19 | 0.4% | $2,795 | 加仓 |
| DE | DEERE & CO | $78.52万 | 0.33% | 1,394 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $73.08万 | 0.31% | 4,712 | 395 | 9.1% | $6.13万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $65.36万 | 0.28% | 8,476 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $57.31万 | 0.24% | 22,350 | 2 | 0.0% | $51 | 加仓 |
| SPTI | SPDR SERIES TRUST | $57.23万 | 0.24% | 19,968 | -159 | -0.8% | -$4,557 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $53.85万 | 0.23% | 828 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $52.75万 | 0.22% | 3,652 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $52.41万 | 0.22% | 4,000 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $51.28万 | 0.22% | 1,783 | 151 | 9.3% | $4.34万 | 加仓 |
| — | EXXON MOBIL CORP | $49.08万 | 0.21% | 2,893 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $46.64万 | 0.20% | 1,585 | 87 | 5.8% | $2.56万 | 加仓 |
| AMZN | AMAZON COM INC | $46.51万 | 0.20% | 2,233 | -986 | -30.6% | -$20.54万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $46.29万 | 0.20% | 9,259 | 9,259 | — | $46.29万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $45.28万 | 0.19% | 945 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $42.71万 | 0.18% | 2,449 | 292 | 13.5% | $5.09万 | 加仓 |
| EFAX | SPDR INDEX SHS FDS | $40.62万 | 0.17% | 8,163 | -146 | -1.8% | -$7,266 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $32.31万 | 0.14% | 1,333 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $25.76万 | 0.11% | 3,250 | 52 | 1.6% | $4,122 | 加仓 |
| ABBV | ABBVIE INC | $24.80万 | 0.10% | 1,140 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $22.48万 | 0.10% | 6,103 | 134 | 2.2% | $4,937 | 加仓 |
| KO | COCA COLA CO | $20.76万 | 0.09% | 2,730 | 2,730 | — | $20.76万 | 新建仓 |
| HYLB | DBX ETF TR | $0 | 0.00% | 0 | -347,777 | -100.0% | -$1,280.86万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -432 | -100.0% | -$20.89万 | 清仓 |
| — | ORIGIN MATERIALS INC | $0 | 0.00% | 0 | -15,858 | -100.0% | -$3,357 | 清仓 |