13F 机构持仓

Wilson & Boucher Capital Management, LLC

MORAGA CA · SEC CIK 0001903579

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.70亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTI 11.3%
AAPL 5.6%
SCHB 4.3%
VEU 3.8%
CAT 3.6%
VB 3.4%
VO 2.9%
AMAT 2.6%
VTV 2.6%
VUG 2.2%

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
EES Wisdomtr Small Cap Earnings ET $00.00%0 -3,900-100.0% -$22.64万 清仓
SPSM SPDR Small Cap Index $00.00%0 -4,300-100.0% -$20.78万 清仓
— Western Asset High Inc $12.00万0.07%32,975 00.0% — 不变
NUE Nucor Corp $20.05万0.12%900 900— $20.05万 新建仓
CRM Salesforce Com $20.76万0.12%1,325 00.0% — 不变
DIA Diamonds Trust $20.90万0.12%400 400— $20.90万 新建仓
ENB Enbridge Inc. $21.04万0.12%3,882 00.0% — 不变
CAH Cardinal Health $21.38万0.13%900 900— $21.38万 新建仓
BN Brookfield Corp $22.63万0.13%5,314 00.0% — 不变
EEM iShares Emerging Markets ETF $22.81万0.13%3,335 -375-10.1% -$2.57万 减仓
VDE Vanguard Energy ETF $23.27万0.14%1,550 00.0% — 不变
SCHC Schwab Int'l Small Cap $23.34万0.14%4,850 00.0% — 不变
SPDW SPDR Devlpd Ex-US ETF $23.68万0.14%4,700 00.0% — 不变
IWD iShares Russell 1000 Value ETF $23.88万0.14%985 00.0% — 不变
C Citigroup $24.05万0.14%1,719 -39-2.2% -$5,457 重新持有
PGX Invesco Preferred ETF $24.39万0.14%22,500 00.0% — 不变
PFF iShares S&P US Preferred Stock $25.31万0.15%8,300 00.0% — 不变
META Facebook Inc Class A $25.41万0.15%451 -71-13.6% -$4.00万 减仓
DGX Quest Diagnostics Inc Com $25.43万0.15%1,200 00.0% — 不变
— Morningstar Wide Moat $25.99万0.15%2,500 00.0% — 不变
USHY iShares Broad High Yield $26.28万0.15%7,100 00.0% — 不变
FLEX Flextronics Intl Ltd $27.55万0.16%1,700 1,700— $27.55万 新建仓
NVDA Nvidia Corp $27.71万0.16%1,385 -55-3.8% -$1.10万 减仓
EMN Eastman Chemical $28.13万0.17%4,200 -203-4.6% -$1.36万 减仓
XLI Industrial Select Sector SPDR $28.62万0.17%1,545 -135-8.0% -$2.50万 减仓
ROBO Robo Global Robotics $28.91万0.17%3,375 00.0% — 不变
IEFA Ishares Core Msci Eafe $29.75万0.17%3,080 00.0% — 不变
VHT Vanguard Health Care ETF $29.90万0.18%1,000 00.0% — 不变
VZ Verizon $31.64万0.19%7,473 -105-1.4% -$4,446 减仓
UPS United Parcel Service $33.33万0.20%3,100 00.0% — 不变
INTC Intel $33.93万0.20%2,430 2,430— $33.93万 新建仓
IWC iShares Russell Micro-Cap ETF $34.51万0.20%1,725 00.0% — 不变
XOVR ERShares Private-Public Crosso $34.52万0.20%16,400 16,400— $34.52万 新建仓
JNK SPDR High Yield Bond $34.69万0.20%3,600 -100-2.7% -$9,637 减仓
VOT Vanguard Index Mid-Cap Growth $36.76万0.22%1,200 00.0% — 不变
VNQ Vanguard REIT ETF $38.57万0.23%4,000 00.0% — 不变
CARR Carrier Global Corp $39.52万0.23%5,388 00.0% — 不变
DSI iShars Kld 400 Social Idx $39.87万0.23%2,800 00.0% — 不变
HWM Howmet Aerospace Inc $42.37万0.25%1,576 100.6% $2,689 加仓
URI United Rentals Inc $43.39万0.25%383 -20-5.0% -$2.27万 减仓
SPTM SPDR Total Stock Mrk $43.58万0.26%4,800 00.0% — 不变
IWF Ishares Russell 1000 $44.90万0.26%3,616 00.0% — 不变
ADP Automatic Data Processing $45.60万0.27%2,036 -100-4.7% -$2.24万 减仓
CVX Chevron Corp $47.51万0.28%2,866 00.0% — 不变
HD Home Depot $47.61万0.28%1,350 00.0% — 不变
VCR Sensory Science $48.35万0.28%1,219 -80-6.2% -$3.17万 减仓
VBR Vanguard Small Cap Value $49.11万0.29%2,021 00.0% — 不变
GLD SPDR Gold Trust $50.14万0.29%1,361 00.0% — 不变
SPYM State Street SPDR Portfolio S& $51.85万0.30%5,900 00.0% — 不变
BRK/B Berkshire Hathaway Inc Del Cl $54.69万0.32%1,093 00.0% — 不变
SCHD Schwab US Div Equity ETF $55.95万0.33%17,645 17,645— $55.95万 新建仓
BNY Bank of New York Mellon Corp $57.58万0.34%3,982 -183-4.4% -$2.65万 减仓
SCHE Schwab Emg Mkt Eq ETF $58.40万0.34%16,107 00.0% — 不变
MCK Mckesson Hboc Inc $58.60万0.34%776 101.3% $7,552 加仓
— Exxon Mobil $60.13万0.35%4,398 -97-2.2% -$1.33万 减仓
HON Honeywell Aerospace, Inc. $60.51万0.36%2,737 -2,741-50.0% -$60.60万 减仓
JPM JPMorgan & Co $60.84万0.36%1,859 70.4% $2,291 加仓
— Honeywell International $61.33万0.36%2,739 -2,739-50.0% -$61.33万 重新持有
XT iShares Exponential Technology $62.41万0.37%7,552 -300-3.8% -$2.48万 减仓
IBM International Business Machine $64.26万0.38%2,285 -40-1.7% -$1.12万 减仓
SYY Sysco Corporation $64.27万0.38%7,690 -200-2.5% -$1.67万 减仓
LLY Eli Lilly & Company $65.54万0.38%546 -2-0.4% -$2,401 减仓
VDC Vanguard Consumer Staples ETF $65.91万0.39%2,923 00.0% — 不变
CVS CVS Caremark Corp $69.83万0.41%6,750 -100-1.5% -$1.03万 减仓
— Cyber Security ETF $71.19万0.42%6,785 00.0% — 不变
LOW Lowe's $71.33万0.42%3,235 -50-1.5% -$1.10万 减仓
EMR Emerson Electric $71.45万0.42%4,991 00.0% — 不变
ITB iShares Dj US Home Const $72.71万0.43%6,959 -575-7.6% -$6.01万 减仓
FALN iShares Fallen Angels $74.91万0.44%27,500 00.0% — 不变
— Duke Energy $79.63万0.47%6,291 00.0% — 不变
SBUX Starbucks $83.73万0.49%8,194 -200-2.4% -$2.04万 减仓
UNP Union Pacific Corp $84.50万0.50%3,106 -7-0.2% -$1,904 减仓
SCHM Schwab US Mid-Cap ETF $85.13万0.50%23,090 1,3006.0% $4.79万 加仓
ANGL Vaneck Vectors Fallen $86.11万0.51%29,450 -900-3.0% -$2.63万 减仓
UNH Unitedhealth Group Inc Com $87.08万0.51%2,095 -100-4.6% -$4.16万 减仓
WFC Wells Fargo & Co $88.38万0.52%10,695 -400-3.6% -$3.31万 减仓
ABT Abbott Laboratories $93.31万0.55%10,283 -426-4.0% -$3.87万 减仓
QCOM Qualcomm $93.93万0.55%5,083 -34-0.7% -$6,283 减仓
XLF SPDR Financial Select Sector E $95.02万0.56%17,725 00.0% — 不变
TRV Travelers Co. $96.99万0.57%2,938 -150-4.9% -$4.95万 减仓
GS Goldman Sachs Group $97.44万0.57%963 -5-0.5% -$5,059 减仓
QQQ Invesco QQQ Trust $98.14万0.58%1,333 -15-1.1% -$1.10万 减仓
AMGN Amgen $100.42万0.59%2,773 00.0% — 不变
SPY S & P Depository Receipts $107.22万0.63%1,436 -10-0.7% -$7,467 减仓
COST Costco Wholesale $121.42万0.71%1,298 -12-0.9% -$1.12万 减仓
AMZN Amazon Com Inc $127.54万0.75%5,351 -95-1.7% -$2.26万 减仓
VGT Vanguard Information Technolog $131.47万0.77%11,000 00.0% — 不变
XLE SPDR Energy Sector ETF $132.26万0.78%24,903 -399-1.6% -$2.12万 减仓
SCHA Schwab US Small Cap ETF $136.37万0.80%37,744 -1,996-5.0% -$7.21万 减仓
GOOG Google Inc Class C $137.92万0.81%3,903 -100-2.5% -$3.53万 减仓
ABBV AbbVie Inc Com $138.15万0.81%5,490 -90-1.6% -$2.26万 减仓
SCHW Schwab Charles Corp New $140.57万0.82%15,235 00.0% — 不变
SCHF Schwab International Equity ET $143.89万0.84%51,945 5071.0% $1.40万 加仓
PEP Pepsico $145.48万0.85%10,744 -872-7.5% -$11.81万 减仓
XLB SPDR Materials $150.12万0.88%29,534 -600-2.0% -$3.05万 减仓
PG Procter & Gamble $150.25万0.88%10,246 -210-2.0% -$3.08万 减仓
ITW Illinois Tool Works $152.00万0.89%5,620 00.0% — 不变
NEE Nextera Energy $163.71万0.96%18,653 220.1% $1,931 加仓
CSCO Cisco Systems $173.21万1.02%14,746 -150-1.0% -$1.76万 减仓
WMT Wal Mart Stores $177.70万1.04%15,690 -937-5.6% -$10.61万 减仓