Wilson & Boucher Capital Management, LLC
MORAGA CA · SEC CIK 0001903579
$1.70亿2026Q2 申报市值
121持仓数
42.5%前十大占比 · 第一大 11.3%
7 / 2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
SCHD 新建仓+$55.95万
XOVR 新建仓+$34.52万
INTC 新建仓+$33.93万
FLEX 新建仓+$27.55万
VEU 加仓+$24.71万
2026Q2 卖出最多 按季末市值估算
Honeywell Intern 重新持有-$61.33万
HON 减仓-$60.60万
AMAT 减仓-$49.89万
VTI 减仓-$35.26万
EES 清仓-$22.64万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VWO | Vanguard Emerging Markets ETF | $194.00万 | 1.14% | 32,501 | -2,175 | -6.3% | -$12.98万 | 减仓 |
| CMI | Cummins Inc | $196.69万 | 1.15% | 2,758 | -2 | -0.1% | -$1,426 | 减仓 |
| NVO | Novo Nordisk A/S ADR Fmly Novo | $206.13万 | 1.21% | 42,998 | -1,830 | -4.1% | -$8.77万 | 减仓 |
| ORCL | Oracle | $207.65万 | 1.22% | 14,169 | -100 | -0.7% | -$1.47万 | 减仓 |
| VEA | Vanguard FTSE Developed Mkt ET | $208.35万 | 1.22% | 29,242 | -797 | -2.7% | -$5.68万 | 减仓 |
| XLV | SPDR Health Care Select Sctr E | $230.91万 | 1.36% | 14,554 | -455 | -3.0% | -$7.22万 | 减仓 |
| JNJ | Johnson & Johnson | $243.84万 | 1.43% | 9,601 | -350 | -3.5% | -$8.89万 | 减仓 |
| SYK | Stryker | $248.85万 | 1.46% | 7,904 | -335 | -4.1% | -$10.55万 | 减仓 |
| XLK | SPDR Technology Sector ETF | $267.79万 | 1.57% | 14,056 | -30 | -0.2% | -$5,716 | 减仓 |
| XLU | SPDR Utilities Select ETF | $282.55万 | 1.66% | 62,319 | 56 | 0.1% | $2,539 | 加仓 |
| MSFT | Microsoft | $286.49万 | 1.68% | 7,680 | -80 | -1.0% | -$2.98万 | 减仓 |
| VIG | Vanguard Dividend Appreciation | $367.65万 | 2.16% | 15,537 | -379 | -2.4% | -$8.97万 | 减仓 |
| VT | Vanguard Total World | $376.57万 | 2.21% | 23,993 | 666 | 2.9% | $10.45万 | 加仓 |
| VUG | Vanguard Index Growth ETF | $383.27万 | 2.25% | 44,494 | -152 | -0.3% | -$1.31万 | 减仓 |
| VTV | Vanguard Value ETF | $446.55万 | 2.62% | 20,491 | 4 | 0.0% | $872 | 加仓 |
| AMAT | Applied Materials | $449.99万 | 2.64% | 6,224 | -690 | -10.0% | -$49.89万 | 减仓 |
| VO | Vanguard Mid Cap Index ETF | $486.67万 | 2.86% | 60,403 | -801 | -1.3% | -$6.45万 | 减仓 |
| VB | Vanguard Index Small Cap ETF | $581.91万 | 3.41% | 19,197 | -200 | -1.0% | -$6.06万 | 减仓 |
| CAT | Caterpillar | $617.90万 | 3.63% | 5,802 | -50 | -0.9% | -$5.32万 | 减仓 |
| VEU | Vanguard FTSE All-World Ex-US | $652.94万 | 3.83% | 77,963 | 2,950 | 3.9% | $24.71万 | 加仓 |
| SCHB | Schwab US Broad Market ETF | $735.08万 | 4.31% | 253,826 | -6,349 | -2.4% | -$18.39万 | 减仓 |
| AAPL | Apple | $962.63万 | 5.65% | 33,268 | -366 | -1.1% | -$10.59万 | 减仓 |
| VTI | Vanguard Total Stock Mkt ETF | $1,919.58万 | 11.27% | 51,875 | -953 | -1.8% | -$35.26万 | 减仓 |