Boulder Wealth Advisors, LLC
BOULDER CO · SEC CIK 0001874080
$2.74亿2026Q2 申报市值
35持仓数
87.9%前十大占比 · 第一大 17.3%
5 / 6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
VTI 新建仓+$702.67万
VONV 加仓+$517.88万
SPYM 加仓+$208.71万
CGSM 加仓+$172.88万
VUG 新建仓+$144.99万
2026Q2 卖出最多 按季末市值估算
ICSH 清仓-$1,120.45万
JPLD 清仓-$987.84万
JMST 减仓-$826.23万
AVGO 减仓-$181.51万
CGHM 重新持有-$90.05万
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 |
|---|---|---|---|---|---|---|---|---|
| ICSH | ISHARES TR | $0 | 0.00% | 0 | -221,346 | -100.0% | -$1,120.45万 | 清仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -189,278 | -100.0% | -$987.84万 | 清仓 |
| NEAR | ISHARES U S ETF TR | $0 | 0.00% | 0 | -9,774 | -100.0% | -$49.69万 | 清仓 |
| — | NVIDIA CORPORATION 看跌期权 | $0 | 0.00% | 0 | -700 | -100.0% | -$33.96万 | 清仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,817 | -100.0% | -$22.68万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -206 | -100.0% | -$20.53万 | 清仓 |
| QQQ | INVESCO QQQ TR | $20.69万 | 0.08% | 281 | -232 | -45.2% | -$17.08万 | 重新持有 |
| META | META PLATFORMS INC | $20.90万 | 0.08% | 371 | -26 | -6.5% | -$1.46万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $23.23万 | 0.08% | 7,327 | 7,327 | — | $23.23万 | 新建仓 |
| XEL | XCEL ENERGY INC | $26.26万 | 0.10% | 3,270 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $26.29万 | 0.10% | 625 | -31 | -4.7% | -$1.30万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $26.37万 | 0.10% | 2,968 | 2,968 | — | $26.37万 | 新建仓 |
| AMZN | AMAZON COM INC | $27.55万 | 0.10% | 1,156 | -235 | -16.9% | -$5.60万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $27.94万 | 0.10% | 854 | 34 | 4.1% | $1.11万 | 加仓 |
| SMMU | PIMCO ETF TR | $29.36万 | 0.11% | 5,813 | -3,679 | -38.8% | -$18.58万 | 重新持有 |
| DELL | DELL TECHNOLOGIES INC | $30.24万 | 0.11% | 701 | 701 | — | $30.24万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $35.23万 | 0.13% | 513 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $55.38万 | 0.20% | 2,768 | -358 | -11.5% | -$7.16万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $58.75万 | 0.21% | 787 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $65.37万 | 0.24% | 1,850 | 36 | 2.0% | $1.27万 | 加仓 |
| GOOGL | ALPHABET INC | $69.08万 | 0.25% | 1,933 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $97.29万 | 0.35% | 2,608 | 56 | 2.2% | $2.09万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $144.99万 | 0.53% | 16,832 | 16,832 | — | $144.99万 | 新建仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $155.71万 | 0.57% | 30,531 | -162,005 | -84.1% | -$826.23万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $178.69万 | 0.65% | 3,571 | -223 | -5.9% | -$11.16万 | 减仓 |
| ESGU | ISHARES TR | $223.59万 | 0.82% | 13,661 | 0 | 0.0% | — | 不变 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $225.24万 | 0.82% | 87,133 | -34,836 | -28.6% | -$90.05万 | 重新持有 |
| SPYM | SPDR SERIES TRUST | $239.31万 | 0.87% | 27,231 | 23,749 | 682.1% | $208.71万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $414.61万 | 1.51% | 34,844 | 1,505 | 4.5% | $17.91万 | 加仓 |
| AAPL | APPLE INC | $442.70万 | 1.61% | 15,299 | -1,987 | -11.5% | -$57.50万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $661.72万 | 2.41% | 130,633 | 484 | 0.4% | $2.45万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $702.67万 | 2.56% | 18,989 | 18,989 | — | $702.67万 | 新建仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $834.62万 | 3.04% | 316,322 | 65,521 | 26.1% | $172.88万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $970.63万 | 3.54% | 91,302 | 48,714 | 114.4% | $517.88万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $1,038.02万 | 3.78% | 377,874 | 37,686 | 11.1% | $103.52万 | 加仓 |
| AVGO | BROADCOM INC | $2,607.62万 | 9.51% | 69,030 | -4,805 | -6.5% | -$181.51万 | 减仓 |
| IWF | ISHARES TR | $2,761.71万 | 10.07% | 222,414 | 3,134 | 1.4% | $38.91万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $3,054.03万 | 11.13% | 565,247 | 14,904 | 2.7% | $80.53万 | 加仓 |
| QUAL | ISHARES TR | $3,391.99万 | 12.37% | 154,582 | 3,901 | 2.6% | $85.60万 | 加仓 |
| IVV | ISHARES TR | $3,987.89万 | 14.54% | 53,251 | 930 | 1.8% | $69.65万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $4,753.73万 | 17.33% | 1,641,481 | 23,926 | 1.5% | $69.29万 | 加仓 |