Boulder Wealth Advisors, LLC
BOULDER CO · SEC CIK 0001874080
$2.51亿2026Q1 申报市值
33持仓数
86.2%前十大占比 · 第一大 16.2%
3 / 6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
AVGO 加仓+$2,066.28万
ICSH 重新持有+$914.38万
JPLD 加仓+$798.67万
JMST 加仓+$562.50万
CGSM 加仓+$442.34万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$1,140.82万
CGGR 清仓-$639.88万
JCPB 减仓-$550.05万
ESGU 减仓-$304.99万
IWF 减仓-$253.11万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | $4,060.06万 | 16.18% | 1,617,555 | 31,222 | 2.0% | $78.37万 | 加仓 |
| IVV | ISHARES TR | $3,417.63万 | 13.62% | 52,321 | -17,465 | -25.0% | -$1,140.82万 | 减仓 |
| QUAL | ISHARES TR | $2,890.21万 | 11.52% | 150,681 | 3,785 | 2.6% | $72.60万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $2,615.78万 | 10.43% | 550,343 | 62,161 | 12.7% | $295.45万 | 加仓 |
| IWF | ISHARES TR | $2,337.51万 | 9.32% | 54,820 | -5,936 | -9.8% | -$253.11万 | 减仓 |
| AVGO | BROADCOM INC | $2,285.26万 | 9.11% | 73,835 | 66,760 | 943.6% | $2,066.28万 | 加仓 |
| ICSH | ISHARES TR | $1,120.45万 | 4.47% | 221,346 | 180,637 | 443.7% | $914.38万 | 重新持有 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $987.84万 | 3.94% | 189,278 | 153,032 | 422.2% | $798.67万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $981.55万 | 3.91% | 192,536 | 110,337 | 134.2% | $562.50万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $923.61万 | 3.68% | 340,188 | -5,020 | -1.5% | -$13.63万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $659.11万 | 2.63% | 250,801 | 168,317 | 204.1% | $442.34万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $650.61万 | 2.59% | 130,149 | -23,216 | -15.1% | -$116.06万 | 减仓 |
| AAPL | APPLE INC | $438.70万 | 1.75% | 17,286 | 9,783 | 130.4% | $248.28万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $399.22万 | 1.59% | 42,588 | 42,588 | — | $399.22万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $326.42万 | 1.30% | 33,339 | -10,877 | -24.6% | -$106.50万 | 减仓 |
| ESGU | ISHARES TR | $193.19万 | 0.77% | 13,661 | -21,566 | -61.2% | -$304.99万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $181.81万 | 0.72% | 3,794 | -496 | -11.6% | -$23.77万 | 减仓 |
| MSFT | MICROSOFT CORP | $94.48万 | 0.38% | 2,552 | -146 | -5.4% | -$5.40万 | 减仓 |
| GOOGL | ALPHABET INC | $55.59万 | 0.22% | 1,933 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $54.52万 | 0.22% | 3,126 | -317 | -9.2% | -$5.53万 | 减仓 |
| GOOG | ALPHABET INC | $52.05万 | 0.21% | 1,814 | 30 | 1.7% | $8,608 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $51.16万 | 0.20% | 787 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $49.69万 | 0.20% | 9,774 | -587 | -5.7% | -$2.98万 | 减仓 |
| — | NVIDIA CORPORATION 看跌期权 | $33.96万 | 0.14% | 700 | 700 | — | $33.96万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $30.65万 | 0.12% | 513 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $28.97万 | 0.12% | 1,391 | -281 | -16.8% | -$5.85万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $26.65万 | 0.11% | 3,482 | -4 | -0.1% | -$306 | 减仓 |
| XEL | XCEL ENERGY INC | $25.98万 | 0.10% | 3,270 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $24.39万 | 0.10% | 656 | 51 | 8.4% | $1.90万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $24.13万 | 0.10% | 820 | 46 | 5.9% | $1.35万 | 加仓 |
| META | META PLATFORMS INC | $22.72万 | 0.09% | 397 | -26 | -6.1% | -$1.49万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $22.68万 | 0.09% | 4,817 | -116,833 | -96.0% | -$550.05万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $20.53万 | 0.08% | 206 | 206 | — | $20.53万 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $0 | 0.00% | 0 | -143,890 | -100.0% | -$639.88万 | 清仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -18,460 | -100.0% | -$166.27万 | 清仓 |
| SMMU | PIMCO ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -2,496 | -100.0% | -$35.23万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USO | UNITED STS OIL FD LP | $0 | 0.00% | 0 | -31 | -100.0% | -$626 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -58 | -100.0% | -$612 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | -100 | -100.0% | -$499 | 清仓 |