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 |
|---|---|---|---|---|---|---|---|---|
| VTI | Vanguard Total Stock Mkt ETF | $1,919.58万 | 11.27% | 51,875 | -953 | -1.8% | -$35.26万 | 减仓 |
| AAPL | Apple | $962.63万 | 5.65% | 33,268 | -366 | -1.1% | -$10.59万 | 减仓 |
| SCHB | Schwab US Broad Market ETF | $735.08万 | 4.31% | 253,826 | -6,349 | -2.4% | -$18.39万 | 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 |
| CAT | Caterpillar | $617.90万 | 3.63% | 5,802 | -50 | -0.9% | -$5.32万 | 减仓 |
| VB | Vanguard Index Small Cap ETF | $581.91万 | 3.41% | 19,197 | -200 | -1.0% | -$6.06万 | 减仓 |
| VO | Vanguard Mid Cap Index ETF | $486.67万 | 2.86% | 60,403 | -801 | -1.3% | -$6.45万 | 减仓 |
| AMAT | Applied Materials | $449.99万 | 2.64% | 6,224 | -690 | -10.0% | -$49.89万 | 减仓 |
| VTV | Vanguard Value ETF | $446.55万 | 2.62% | 20,491 | 4 | 0.0% | $872 | 加仓 |
| VUG | Vanguard Index Growth ETF | $383.27万 | 2.25% | 44,494 | -152 | -0.3% | -$1.31万 | 减仓 |
| VT | Vanguard Total World | $376.57万 | 2.21% | 23,993 | 666 | 2.9% | $10.45万 | 加仓 |
| VIG | Vanguard Dividend Appreciation | $367.65万 | 2.16% | 15,537 | -379 | -2.4% | -$8.97万 | 减仓 |
| MSFT | Microsoft | $286.49万 | 1.68% | 7,680 | -80 | -1.0% | -$2.98万 | 减仓 |
| XLU | SPDR Utilities Select ETF | $282.55万 | 1.66% | 62,319 | 56 | 0.1% | $2,539 | 加仓 |
| XLK | SPDR Technology Sector ETF | $267.79万 | 1.57% | 14,056 | -30 | -0.2% | -$5,716 | 减仓 |
| SYK | Stryker | $248.85万 | 1.46% | 7,904 | -335 | -4.1% | -$10.55万 | 减仓 |
| JNJ | Johnson & Johnson | $243.84万 | 1.43% | 9,601 | -350 | -3.5% | -$8.89万 | 减仓 |
| XLV | SPDR Health Care Select Sctr E | $230.91万 | 1.36% | 14,554 | -455 | -3.0% | -$7.22万 | 减仓 |
| VEA | Vanguard FTSE Developed Mkt ET | $208.35万 | 1.22% | 29,242 | -797 | -2.7% | -$5.68万 | 减仓 |
| ORCL | Oracle | $207.65万 | 1.22% | 14,169 | -100 | -0.7% | -$1.47万 | 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 |
| CMI | Cummins Inc | $196.69万 | 1.15% | 2,758 | -2 | -0.1% | -$1,426 | 减仓 |
| VWO | Vanguard Emerging Markets ETF | $194.00万 | 1.14% | 32,501 | -2,175 | -6.3% | -$12.98万 | 减仓 |
| WMT | Wal Mart Stores | $177.70万 | 1.04% | 15,690 | -937 | -5.6% | -$10.61万 | 减仓 |
| CSCO | Cisco Systems | $173.21万 | 1.02% | 14,746 | -150 | -1.0% | -$1.76万 | 减仓 |
| NEE | Nextera Energy | $163.71万 | 0.96% | 18,653 | 22 | 0.1% | $1,931 | 加仓 |
| ITW | Illinois Tool Works | $152.00万 | 0.89% | 5,620 | 0 | 0.0% | — | 不变 |
| PG | Procter & Gamble | $150.25万 | 0.88% | 10,246 | -210 | -2.0% | -$3.08万 | 减仓 |
| XLB | SPDR Materials | $150.12万 | 0.88% | 29,534 | -600 | -2.0% | -$3.05万 | 减仓 |
| PEP | Pepsico | $145.48万 | 0.85% | 10,744 | -872 | -7.5% | -$11.81万 | 减仓 |
| SCHF | Schwab International Equity ET | $143.89万 | 0.84% | 51,945 | 507 | 1.0% | $1.40万 | 加仓 |
| SCHW | Schwab Charles Corp New | $140.57万 | 0.82% | 15,235 | 0 | 0.0% | — | 不变 |
| ABBV | AbbVie Inc Com | $138.15万 | 0.81% | 5,490 | -90 | -1.6% | -$2.26万 | 减仓 |
| GOOG | Google Inc Class C | $137.92万 | 0.81% | 3,903 | -100 | -2.5% | -$3.53万 | 减仓 |
| SCHA | Schwab US Small Cap ETF | $136.37万 | 0.80% | 37,744 | -1,996 | -5.0% | -$7.21万 | 减仓 |
| XLE | SPDR Energy Sector ETF | $132.26万 | 0.78% | 24,903 | -399 | -1.6% | -$2.12万 | 减仓 |
| VGT | Vanguard Information Technolog | $131.47万 | 0.77% | 11,000 | 0 | 0.0% | — | 不变 |
| AMZN | Amazon Com Inc | $127.54万 | 0.75% | 5,351 | -95 | -1.7% | -$2.26万 | 减仓 |
| COST | Costco Wholesale | $121.42万 | 0.71% | 1,298 | -12 | -0.9% | -$1.12万 | 减仓 |
| SPY | S & P Depository Receipts | $107.22万 | 0.63% | 1,436 | -10 | -0.7% | -$7,467 | 减仓 |
| AMGN | Amgen | $100.42万 | 0.59% | 2,773 | 0 | 0.0% | — | 不变 |
| QQQ | Invesco QQQ Trust | $98.14万 | 0.58% | 1,333 | -15 | -1.1% | -$1.10万 | 减仓 |
| GS | Goldman Sachs Group | $97.44万 | 0.57% | 963 | -5 | -0.5% | -$5,059 | 减仓 |
| TRV | Travelers Co. | $96.99万 | 0.57% | 2,938 | -150 | -4.9% | -$4.95万 | 减仓 |
| XLF | SPDR Financial Select Sector E | $95.02万 | 0.56% | 17,725 | 0 | 0.0% | — | 不变 |
| QCOM | Qualcomm | $93.93万 | 0.55% | 5,083 | -34 | -0.7% | -$6,283 | 减仓 |
| ABT | Abbott Laboratories | $93.31万 | 0.55% | 10,283 | -426 | -4.0% | -$3.87万 | 减仓 |
| WFC | Wells Fargo & Co | $88.38万 | 0.52% | 10,695 | -400 | -3.6% | -$3.31万 | 减仓 |
| UNH | Unitedhealth Group Inc Com | $87.08万 | 0.51% | 2,095 | -100 | -4.6% | -$4.16万 | 减仓 |
| ANGL | Vaneck Vectors Fallen | $86.11万 | 0.51% | 29,450 | -900 | -3.0% | -$2.63万 | 减仓 |
| SCHM | Schwab US Mid-Cap ETF | $85.13万 | 0.50% | 23,090 | 1,300 | 6.0% | $4.79万 | 加仓 |
| UNP | Union Pacific Corp | $84.50万 | 0.50% | 3,106 | -7 | -0.2% | -$1,904 | 减仓 |
| SBUX | Starbucks | $83.73万 | 0.49% | 8,194 | -200 | -2.4% | -$2.04万 | 减仓 |
| — | Duke Energy | $79.63万 | 0.47% | 6,291 | 0 | 0.0% | — | 不变 |
| FALN | iShares Fallen Angels | $74.91万 | 0.44% | 27,500 | 0 | 0.0% | — | 不变 |
| ITB | iShares Dj US Home Const | $72.71万 | 0.43% | 6,959 | -575 | -7.6% | -$6.01万 | 减仓 |
| EMR | Emerson Electric | $71.45万 | 0.42% | 4,991 | 0 | 0.0% | — | 不变 |
| LOW | Lowe's | $71.33万 | 0.42% | 3,235 | -50 | -1.5% | -$1.10万 | 减仓 |
| — | Cyber Security ETF | $71.19万 | 0.42% | 6,785 | 0 | 0.0% | — | 不变 |
| CVS | CVS Caremark Corp | $69.83万 | 0.41% | 6,750 | -100 | -1.5% | -$1.03万 | 减仓 |
| VDC | Vanguard Consumer Staples ETF | $65.91万 | 0.39% | 2,923 | 0 | 0.0% | — | 不变 |
| LLY | Eli Lilly & Company | $65.54万 | 0.38% | 546 | -2 | -0.4% | -$2,401 | 减仓 |
| SYY | Sysco Corporation | $64.27万 | 0.38% | 7,690 | -200 | -2.5% | -$1.67万 | 减仓 |
| IBM | International Business Machine | $64.26万 | 0.38% | 2,285 | -40 | -1.7% | -$1.12万 | 减仓 |
| XT | iShares Exponential Technology | $62.41万 | 0.37% | 7,552 | -300 | -3.8% | -$2.48万 | 减仓 |
| — | Honeywell International | $61.33万 | 0.36% | 2,739 | -2,739 | -50.0% | -$61.33万 | 重新持有 |
| JPM | JPMorgan & Co | $60.84万 | 0.36% | 1,859 | 7 | 0.4% | $2,291 | 加仓 |
| HON | Honeywell Aerospace, Inc. | $60.51万 | 0.36% | 2,737 | -2,741 | -50.0% | -$60.60万 | 减仓 |
| — | Exxon Mobil | $60.13万 | 0.35% | 4,398 | -97 | -2.2% | -$1.33万 | 减仓 |
| MCK | Mckesson Hboc Inc | $58.60万 | 0.34% | 776 | 10 | 1.3% | $7,552 | 加仓 |
| SCHE | Schwab Emg Mkt Eq ETF | $58.40万 | 0.34% | 16,107 | 0 | 0.0% | — | 不变 |
| BNY | Bank of New York Mellon Corp | $57.58万 | 0.34% | 3,982 | -183 | -4.4% | -$2.65万 | 减仓 |
| SCHD | Schwab US Div Equity ETF | $55.95万 | 0.33% | 17,645 | 17,645 | — | $55.95万 | 新建仓 |
| BRK/B | Berkshire Hathaway Inc Del Cl | $54.69万 | 0.32% | 1,093 | 0 | 0.0% | — | 不变 |
| SPYM | State Street SPDR Portfolio S& | $51.85万 | 0.30% | 5,900 | 0 | 0.0% | — | 不变 |
| GLD | SPDR Gold Trust | $50.14万 | 0.29% | 1,361 | 0 | 0.0% | — | 不变 |
| VBR | Vanguard Small Cap Value | $49.11万 | 0.29% | 2,021 | 0 | 0.0% | — | 不变 |
| VCR | Sensory Science | $48.35万 | 0.28% | 1,219 | -80 | -6.2% | -$3.17万 | 减仓 |
| HD | Home Depot | $47.61万 | 0.28% | 1,350 | 0 | 0.0% | — | 不变 |
| CVX | Chevron Corp | $47.51万 | 0.28% | 2,866 | 0 | 0.0% | — | 不变 |
| ADP | Automatic Data Processing | $45.60万 | 0.27% | 2,036 | -100 | -4.7% | -$2.24万 | 减仓 |
| IWF | Ishares Russell 1000 | $44.90万 | 0.26% | 3,616 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR Total Stock Mrk | $43.58万 | 0.26% | 4,800 | 0 | 0.0% | — | 不变 |
| URI | United Rentals Inc | $43.39万 | 0.25% | 383 | -20 | -5.0% | -$2.27万 | 减仓 |
| HWM | Howmet Aerospace Inc | $42.37万 | 0.25% | 1,576 | 10 | 0.6% | $2,689 | 加仓 |
| DSI | iShars Kld 400 Social Idx | $39.87万 | 0.23% | 2,800 | 0 | 0.0% | — | 不变 |
| CARR | Carrier Global Corp | $39.52万 | 0.23% | 5,388 | 0 | 0.0% | — | 不变 |
| VNQ | Vanguard REIT ETF | $38.57万 | 0.23% | 4,000 | 0 | 0.0% | — | 不变 |
| VOT | Vanguard Index Mid-Cap Growth | $36.76万 | 0.22% | 1,200 | 0 | 0.0% | — | 不变 |
| JNK | SPDR High Yield Bond | $34.69万 | 0.20% | 3,600 | -100 | -2.7% | -$9,637 | 减仓 |
| XOVR | ERShares Private-Public Crosso | $34.52万 | 0.20% | 16,400 | 16,400 | — | $34.52万 | 新建仓 |
| IWC | iShares Russell Micro-Cap ETF | $34.51万 | 0.20% | 1,725 | 0 | 0.0% | — | 不变 |
| INTC | Intel | $33.93万 | 0.20% | 2,430 | 2,430 | — | $33.93万 | 新建仓 |
| UPS | United Parcel Service | $33.33万 | 0.20% | 3,100 | 0 | 0.0% | — | 不变 |
| VZ | Verizon | $31.64万 | 0.19% | 7,473 | -105 | -1.4% | -$4,446 | 减仓 |
| VHT | Vanguard Health Care ETF | $29.90万 | 0.18% | 1,000 | 0 | 0.0% | — | 不变 |
| IEFA | Ishares Core Msci Eafe | $29.75万 | 0.17% | 3,080 | 0 | 0.0% | — | 不变 |
| ROBO | Robo Global Robotics | $28.91万 | 0.17% | 3,375 | 0 | 0.0% | — | 不变 |
| XLI | Industrial Select Sector SPDR | $28.62万 | 0.17% | 1,545 | -135 | -8.0% | -$2.50万 | 减仓 |
| EMN | Eastman Chemical | $28.13万 | 0.17% | 4,200 | -203 | -4.6% | -$1.36万 | 减仓 |