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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | Nvidia Corp | $27.71万 | 0.16% | 1,385 | -55 | -3.8% | -$1.10万 | 减仓 |
| FLEX | Flextronics Intl Ltd | $27.55万 | 0.16% | 1,700 | 1,700 | — | $27.55万 | 新建仓 |
| USHY | iShares Broad High Yield | $26.28万 | 0.15% | 7,100 | 0 | 0.0% | — | 不变 |
| — | Morningstar Wide Moat | $25.99万 | 0.15% | 2,500 | 0 | 0.0% | — | 不变 |
| DGX | Quest Diagnostics Inc Com | $25.43万 | 0.15% | 1,200 | 0 | 0.0% | — | 不变 |
| META | Facebook Inc Class A | $25.41万 | 0.15% | 451 | -71 | -13.6% | -$4.00万 | 减仓 |
| PFF | iShares S&P US Preferred Stock | $25.31万 | 0.15% | 8,300 | 0 | 0.0% | — | 不变 |
| PGX | Invesco Preferred ETF | $24.39万 | 0.14% | 22,500 | 0 | 0.0% | — | 不变 |
| C | Citigroup | $24.05万 | 0.14% | 1,719 | -39 | -2.2% | -$5,457 | 重新持有 |
| IWD | iShares Russell 1000 Value ETF | $23.88万 | 0.14% | 985 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR Devlpd Ex-US ETF | $23.68万 | 0.14% | 4,700 | 0 | 0.0% | — | 不变 |
| SCHC | Schwab Int'l Small Cap | $23.34万 | 0.14% | 4,850 | 0 | 0.0% | — | 不变 |
| VDE | Vanguard Energy ETF | $23.27万 | 0.14% | 1,550 | 0 | 0.0% | — | 不变 |
| EEM | iShares Emerging Markets ETF | $22.81万 | 0.13% | 3,335 | -375 | -10.1% | -$2.57万 | 减仓 |
| BN | Brookfield Corp | $22.63万 | 0.13% | 5,314 | 0 | 0.0% | — | 不变 |
| CAH | Cardinal Health | $21.38万 | 0.13% | 900 | 900 | — | $21.38万 | 新建仓 |
| ENB | Enbridge Inc. | $21.04万 | 0.12% | 3,882 | 0 | 0.0% | — | 不变 |
| DIA | Diamonds Trust | $20.90万 | 0.12% | 400 | 400 | — | $20.90万 | 新建仓 |
| CRM | Salesforce Com | $20.76万 | 0.12% | 1,325 | 0 | 0.0% | — | 不变 |
| NUE | Nucor Corp | $20.05万 | 0.12% | 900 | 900 | — | $20.05万 | 新建仓 |
| — | Western Asset High Inc | $12.00万 | 0.07% | 32,975 | 0 | 0.0% | — | 不变 |
| EES | Wisdomtr Small Cap Earnings ET | $0 | 0.00% | 0 | -3,900 | -100.0% | -$22.64万 | 清仓 |
| SPSM | SPDR Small Cap Index | $0 | 0.00% | 0 | -4,300 | -100.0% | -$20.78万 | 清仓 |