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 |
|---|---|---|---|---|---|---|---|---|
| VTI | Vanguard Total Stock Mkt ETF | $1,694.76万 | 11.24% | 52,828 | -281 | -0.5% | -$9.01万 | 减仓 |
| AAPL | Apple | $853.59万 | 5.66% | 33,634 | -52 | -0.2% | -$1.32万 | 减仓 |
| SCHB | Schwab US Broad Market ETF | $653.04万 | 4.33% | 260,175 | -1,129 | -0.4% | -$2.83万 | 减仓 |
| VEU | Vanguard FTSE All-World Ex-US | $563.34万 | 3.74% | 75,013 | 3,275 | 4.6% | $24.60万 | 加仓 |
| VB | Vanguard Index Small Cap ETF | $508.06万 | 3.37% | 19,397 | 25 | 0.1% | $6,548 | 加仓 |
| VO | Vanguard Mid Cap Index ETF | $439.41万 | 2.91% | 15,301 | -175 | -1.1% | -$5.03万 | 减仓 |
| CAT | Caterpillar | $414.62万 | 2.75% | 5,852 | -119 | -2.0% | -$8.43万 | 减仓 |
| VTV | Vanguard Value ETF | $401.96万 | 2.67% | 20,487 | 911 | 4.7% | $17.87万 | 加仓 |
| VIG | Vanguard Dividend Appreciation | $342.28万 | 2.27% | 15,916 | 262 | 1.7% | $5.63万 | 加仓 |
| VUG | Vanguard Index Growth ETF | $324.99万 | 2.16% | 7,441 | -4 | -0.1% | -$1,747 | 减仓 |
| VT | Vanguard Total World | $322.66万 | 2.14% | 23,327 | 1,718 | 8.0% | $23.76万 | 加仓 |
| MSFT | Microsoft | $287.25万 | 1.91% | 7,760 | -111 | -1.4% | -$4.11万 | 减仓 |
| XLU | SPDR Utilities Select ETF | $285.72万 | 1.90% | 62,263 | 1,707 | 2.8% | $7.83万 | 加仓 |
| SYK | Stryker | $270.73万 | 1.80% | 8,239 | -110 | -1.3% | -$3.61万 | 减仓 |
| JNJ | Johnson & Johnson | $243.25万 | 1.61% | 9,951 | 25 | 0.3% | $6,111 | 加仓 |
| AMAT | Applied Materials | $236.31万 | 1.57% | 6,914 | -200 | -2.8% | -$6.84万 | 减仓 |
| XLV | SPDR Health Care Select Sctr E | $220.05万 | 1.46% | 15,009 | -405 | -2.6% | -$5.94万 | 减仓 |
| ORCL | Oracle | $209.90万 | 1.39% | 14,269 | 71 | 0.5% | $1.04万 | 加仓 |
| WMT | Wal Mart Stores | $206.64万 | 1.37% | 16,627 | -25 | -0.2% | -$3,107 | 减仓 |
| VEA | Vanguard FTSE Developed Mkt ET | $192.49万 | 1.28% | 30,039 | 8,202 | 37.6% | $52.56万 | 加仓 |
| VWO | Vanguard Emerging Markets ETF | $187.43万 | 1.24% | 34,676 | -100 | -0.3% | -$5,405 | 减仓 |
| XLK | SPDR Technology Sector ETF | $187.20万 | 1.24% | 14,086 | 0 | 0.0% | — | 不变 |
| PEP | Pepsico | $180.38万 | 1.20% | 11,616 | -203 | -1.7% | -$3.15万 | 减仓 |
| NEE | Nextera Energy | $173.04万 | 1.15% | 18,631 | 2 | 0.0% | $186 | 加仓 |
| NVO | Novo Nordisk A/S ADR Fmly Novo | $164.74万 | 1.09% | 44,828 | -3,210 | -6.7% | -$11.80万 | 减仓 |
| XLE | SPDR Energy Sector ETF | $155.00万 | 1.03% | 25,302 | 100 | 0.4% | $6,126 | 加仓 |
| PG | Procter & Gamble | $151.02万 | 1.00% | 10,456 | -608 | -5.5% | -$8.78万 | 减仓 |
| XLB | SPDR Materials | $150.58万 | 1.00% | 30,134 | 150 | 0.5% | $7,496 | 加仓 |
| CMI | Cummins Inc | $148.49万 | 0.99% | 2,760 | -28 | -1.0% | -$1.51万 | 减仓 |
| ITW | Illinois Tool Works | $146.28万 | 0.97% | 5,620 | 0 | 0.0% | — | 不变 |
| SCHW | Schwab Charles Corp New | $143.18万 | 0.95% | 15,235 | -15 | -0.1% | -$1,410 | 减仓 |
| COST | Costco Wholesale | $130.53万 | 0.87% | 1,310 | 0 | 0.0% | — | 不变 |
| SCHF | Schwab International Equity ET | $127.31万 | 0.84% | 51,438 | 450 | 0.9% | $1.11万 | 加仓 |
| — | Honeywell International | $123.82万 | 0.82% | 5,478 | 0 | 0.0% | — | 不变 |
| ABBV | AbbVie Inc Com | $121.36万 | 0.81% | 5,580 | 0 | 0.0% | — | 不变 |
| CSCO | Cisco Systems | $115.58万 | 0.77% | 14,896 | 0 | 0.0% | — | 不变 |
| SCHA | Schwab US Small Cap ETF | $115.56万 | 0.77% | 39,740 | -598 | -1.5% | -$1.74万 | 减仓 |
| GOOG | Google Inc Class C | $114.84万 | 0.76% | 4,003 | 65 | 1.7% | $1.86万 | 加仓 |
| AMZN | Amazon Com Inc | $113.42万 | 0.75% | 5,446 | 10 | 0.2% | $2,083 | 加仓 |
| ABT | Abbott Laboratories | $109.95万 | 0.73% | 10,709 | 0 | 0.0% | — | 不变 |
| AMGN | Amgen | $97.57万 | 0.65% | 2,773 | 0 | 0.0% | — | 不变 |
| VGT | Vanguard Information Technolog | $95.94万 | 0.64% | 1,375 | 0 | 0.0% | — | 不变 |
| SPY | S & P Depository Receipts | $94.02万 | 0.62% | 1,446 | -9 | -0.6% | -$5,852 | 减仓 |
| TRV | Travelers Co. | $90.07万 | 0.60% | 3,088 | 0 | 0.0% | — | 不变 |
| WFC | Wells Fargo & Co | $88.32万 | 0.59% | 11,095 | 100 | 0.9% | $7,961 | 加仓 |
| XLF | SPDR Financial Select Sector E | $87.51万 | 0.58% | 17,725 | 500 | 2.9% | $2.47万 | 加仓 |
| ANGL | Vaneck Vectors Fallen | $87.17万 | 0.58% | 30,350 | -50 | -0.2% | -$1,436 | 减仓 |
| — | Duke Energy | $82.37万 | 0.55% | 6,291 | 0 | 0.0% | — | 不变 |
| GS | Goldman Sachs Group | $81.92万 | 0.54% | 968 | 8 | 0.8% | $6,770 | 加仓 |
| QQQ | Invesco QQQ Trust | $77.78万 | 0.52% | 1,348 | 0 | 0.0% | — | 不变 |
| LOW | Lowe's | $77.62万 | 0.51% | 3,285 | 25 | 0.8% | $5,907 | 加仓 |
| — | Exxon Mobil | $76.27万 | 0.51% | 4,495 | 1 | 0.0% | $170 | 加仓 |
| UNP | Union Pacific Corp | $75.54万 | 0.50% | 3,113 | 25 | 0.8% | $6,066 | 加仓 |
| SBUX | Starbucks | $75.20万 | 0.50% | 8,394 | 50 | 0.6% | $4,479 | 加仓 |
| FALN | iShares Fallen Angels | $73.48万 | 0.49% | 27,500 | 200 | 0.7% | $5,344 | 加仓 |
| ITB | iShares Dj US Home Const | $68.22万 | 0.45% | 7,534 | -375 | -4.7% | -$3.40万 | 减仓 |
| SCHM | Schwab US Mid-Cap ETF | $67.46万 | 0.45% | 21,790 | -200 | -0.9% | -$6,192 | 减仓 |
| MCK | Mckesson Hboc Inc | $66.25万 | 0.44% | 766 | 3 | 0.4% | $2,595 | 加仓 |
| QCOM | Qualcomm | $65.90万 | 0.44% | 5,117 | 15 | 0.3% | $1,932 | 加仓 |
| VDC | Vanguard Consumer Staples ETF | $65.65万 | 0.44% | 2,923 | 0 | 0.0% | — | 不变 |
| EMR | Emerson Electric | $65.39万 | 0.43% | 4,991 | -33 | -0.7% | -$4,324 | 减仓 |
| UNH | Unitedhealth Group Inc Com | $59.38万 | 0.39% | 2,195 | 11 | 0.5% | $2,976 | 加仓 |
| CVX | Chevron Corp | $59.29万 | 0.39% | 2,866 | 0 | 0.0% | — | 不变 |
| GLD | SPDR Gold Trust | $58.56万 | 0.39% | 1,361 | 556 | 69.1% | $23.92万 | 加仓 |
| IBM | International Business Machine | $56.36万 | 0.37% | 2,325 | 0 | 0.0% | — | 不变 |
| SYY | Sysco Corporation | $56.28万 | 0.37% | 7,890 | 50 | 0.6% | $3,567 | 加仓 |
| JPM | JPMorgan & Co | $54.46万 | 0.36% | 1,852 | 1 | 0.1% | $294 | 加仓 |
| XT | iShares Exponential Technology | $53.51万 | 0.35% | 7,852 | 100 | 1.3% | $6,815 | 加仓 |
| SCHE | Schwab Emg Mkt Eq ETF | $53.07万 | 0.35% | 16,107 | 0 | 0.0% | — | 不变 |
| BRK/B | Berkshire Hathaway Inc Del Cl | $52.38万 | 0.35% | 1,093 | 55 | 5.3% | $2.64万 | 加仓 |
| — | Cyber Security ETF | $50.95万 | 0.34% | 6,785 | 25 | 0.4% | $1,877 | 加仓 |
| LLY | Eli Lilly & Company | $50.44万 | 0.33% | 548 | 6 | 1.1% | $5,522 | 加仓 |
| BNY | Bank of New York Co | $49.41万 | 0.33% | 4,165 | 0 | 0.0% | — | 不变 |
| CVS | CVS Caremark Corp | $49.20万 | 0.33% | 6,850 | 0 | 0.0% | — | 不变 |
| VCR | Sensory Science | $46.64万 | 0.31% | 1,299 | 0 | 0.0% | — | 不变 |
| SPYM | State Street SPDR Portfolio S& | $45.16万 | 0.30% | 5,900 | 0 | 0.0% | — | 不变 |
| HD | Home Depot | $44.40万 | 0.29% | 1,350 | 0 | 0.0% | — | 不变 |
| VBR | Vanguard Small Cap Value | $43.91万 | 0.29% | 2,021 | 0 | 0.0% | — | 不变 |
| ADP | Automatic Data Processing | $43.40万 | 0.29% | 2,136 | 0 | 0.0% | — | 不变 |
| IWF | Ishares Russell 1000 | $38.55万 | 0.26% | 904 | 0 | 0.0% | — | 不变 |
| VZ | Verizon | $38.04万 | 0.25% | 7,578 | 100 | 1.3% | $5,020 | 加仓 |
| SPTM | SPDR Total Stock Mrk | $37.95万 | 0.25% | 4,800 | 0 | 0.0% | — | 不变 |
| HWM | Howmet Aerospace Inc | $36.09万 | 0.24% | 1,566 | 0 | 0.0% | — | 不变 |
| VNQ | Vanguard REIT ETF | $35.48万 | 0.24% | 4,000 | 0 | 0.0% | — | 不变 |
| JNK | SPDR High Yield Bond | $35.42万 | 0.23% | 3,700 | 0 | 0.0% | — | 不变 |
| DSI | iShars Kld 400 Social Idx | $33.93万 | 0.23% | 2,800 | 0 | 0.0% | — | 不变 |
| EMN | Eastman Chemical | $33.60万 | 0.22% | 4,403 | 0 | 0.0% | — | 不变 |
| VOT | Vanguard Index Mid-Cap Growth | $30.88万 | 0.20% | 1,200 | 0 | 0.0% | — | 不变 |
| UPS | United Parcel Service | $30.50万 | 0.20% | 3,100 | 0 | 0.0% | — | 不变 |
| CARR | Carrier Global Corp | $30.34万 | 0.20% | 5,388 | 0 | 0.0% | — | 不变 |
| META | Facebook Inc Class A | $29.88万 | 0.20% | 522 | 5 | 1.0% | $2,862 | 加仓 |
| URI | United Rentals Inc | $29.36万 | 0.19% | 403 | 5 | 1.3% | $3,643 | 加仓 |
| IEFA | Ishares Core Msci Eafe | $27.88万 | 0.18% | 3,080 | 0 | 0.0% | — | 不变 |
| IWC | iShares Russell Micro-Cap ETF | $27.53万 | 0.18% | 1,725 | 0 | 0.0% | — | 不变 |
| VHT | Vanguard Health Care ETF | $27.23万 | 0.18% | 1,000 | 0 | 0.0% | — | 不变 |
| XLI | Industrial Select Sector SPDR | $27.17万 | 0.18% | 1,680 | 0 | 0.0% | — | 不变 |
| VDE | Vanguard Energy ETF | $26.82万 | 0.18% | 1,550 | -100 | -6.1% | -$1.73万 | 减仓 |
| USHY | iShares Broad High Yield | $26.16万 | 0.17% | 7,100 | 0 | 0.0% | — | 不变 |
| PFF | iShares S&P US Preferred Stock | $25.17万 | 0.17% | 8,300 | 0 | 0.0% | — | 不变 |
| NVDA | Nvidia Corp | $25.11万 | 0.17% | 1,440 | -45 | -3.0% | -$7,848 | 减仓 |