Wilson & Boucher Capital Management, LLC
MORAGA CA · SEC CIK 0001903579
$1.51亿2026Q1 申报市值
114持仓数
41.1%前十大占比 · 第一大 11.2%
1 / 1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
VEA 加仓+$52.56万
VEU 加仓+$24.60万
GLD 加仓+$23.92万
VT 加仓+$23.76万
EEM 新建仓+$21.07万
2026Q1 卖出最多 按季末市值估算
GIS 清仓-$23.73万
NVO 减仓-$11.80万
VTI 减仓-$9.01万
PG 减仓-$8.78万
EES 减仓-$8.71万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | Applied Materials | $236.31万 | 1.57% | 6,914 | -200 | -2.8% | -$6.84万 | 减仓 |
| JNJ | Johnson & Johnson | $243.25万 | 1.61% | 9,951 | 25 | 0.3% | $6,111 | 加仓 |
| SYK | Stryker | $270.73万 | 1.80% | 8,239 | -110 | -1.3% | -$3.61万 | 减仓 |
| XLU | SPDR Utilities Select ETF | $285.72万 | 1.90% | 62,263 | 1,707 | 2.8% | $7.83万 | 加仓 |
| MSFT | Microsoft | $287.25万 | 1.91% | 7,760 | -111 | -1.4% | -$4.11万 | 减仓 |
| VT | Vanguard Total World | $322.66万 | 2.14% | 23,327 | 1,718 | 8.0% | $23.76万 | 加仓 |
| VUG | Vanguard Index Growth ETF | $324.99万 | 2.16% | 7,441 | -4 | -0.1% | -$1,747 | 减仓 |
| VIG | Vanguard Dividend Appreciation | $342.28万 | 2.27% | 15,916 | 262 | 1.7% | $5.63万 | 加仓 |
| VTV | Vanguard Value ETF | $401.96万 | 2.67% | 20,487 | 911 | 4.7% | $17.87万 | 加仓 |
| CAT | Caterpillar | $414.62万 | 2.75% | 5,852 | -119 | -2.0% | -$8.43万 | 减仓 |
| VO | Vanguard Mid Cap Index ETF | $439.41万 | 2.91% | 15,301 | -175 | -1.1% | -$5.03万 | 减仓 |
| VB | Vanguard Index Small Cap ETF | $508.06万 | 3.37% | 19,397 | 25 | 0.1% | $6,548 | 加仓 |
| VEU | Vanguard FTSE All-World Ex-US | $563.34万 | 3.74% | 75,013 | 3,275 | 4.6% | $24.60万 | 加仓 |
| SCHB | Schwab US Broad Market ETF | $653.04万 | 4.33% | 260,175 | -1,129 | -0.4% | -$2.83万 | 减仓 |
| AAPL | Apple | $853.59万 | 5.66% | 33,634 | -52 | -0.2% | -$1.32万 | 减仓 |
| VTI | Vanguard Total Stock Mkt ETF | $1,694.76万 | 11.24% | 52,828 | -281 | -0.5% | -$9.01万 | 减仓 |