Boyce & Associates Wealth Consulting, Inc.
CEDAR PARK TX · SEC CIK 0001922884
$1.44亿2026Q2 申报市值
82持仓数
54.7%前十大占比 · 第一大 13.7%
4 / 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
MGK 新建仓+$107.73万
VOO 加仓+$45.95万
SPMO 加仓+$35.83万
DGRW 加仓+$32.14万
MOAT 加仓+$25.71万
2026Q2 卖出最多 按季末市值估算
WMT 减仓-$101.29万
VEA 清仓-$87.98万
MSFT 减仓-$58.64万
XLE 清仓-$52.12万
NVDA 减仓-$25.39万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -13,730 | -100.0% | -$87.98万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -8,507 | -100.0% | -$52.12万 | 清仓 |
| HYLN | HYLIION HOLDINGS CORP | $13.53万 | 0.09% | 25,966 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $20.28万 | 0.14% | 1,043 | -55 | -5.0% | -$1.07万 | 减仓 |
| NTR | NUTRIEN LTD | $21.37万 | 0.15% | 3,395 | -399 | -10.5% | -$2.51万 | 减仓 |
| SLV | ISHARES SILVER TR | $21.46万 | 0.15% | 4,014 | 0 | 0.0% | — | 不变 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $21.50万 | 0.15% | 10,344 | 10,344 | — | $21.50万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $22.05万 | 0.15% | 1,676 | -20 | -1.2% | -$2,631 | 减仓 |
| SHM | SPDR SERIES TRUST | $22.28万 | 0.15% | 4,644 | -34 | -0.7% | -$1,631 | 减仓 |
| SMH | VANECK ETF TRUST | $23.04万 | 0.16% | 351 | 351 | — | $23.04万 | 新建仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $23.39万 | 0.16% | 4,983 | 4,983 | — | $23.39万 | 新建仓 |
| IEF | ISHARES TR | $23.40万 | 0.16% | 2,474 | 341 | 16.0% | $3.22万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $23.78万 | 0.16% | 1,625 | 2 | 0.1% | $293 | 加仓 |
| — | SPDR SERIES TRUST | $25.50万 | 0.18% | 1,668 | 4 | 0.2% | $612 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $25.69万 | 0.18% | 344 | 1 | 0.3% | $747 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $25.97万 | 0.18% | 8,967 | -1,212 | -11.9% | -$3.51万 | 减仓 |
| VNOM | VIPER ENERGY INC | $27.00万 | 0.19% | 6,367 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $27.46万 | 0.19% | 798 | 2 | 0.3% | $688 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $27.91万 | 0.19% | 1,543 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $28.70万 | 0.20% | 4,020 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $30.72万 | 0.21% | 1,410 | 1 | 0.1% | $218 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $30.91万 | 0.21% | 2,297 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $31.61万 | 0.22% | 2,691 | 1 | 0.0% | $117 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $33.71万 | 0.23% | 7,230 | 0 | 0.0% | — | 不变 |
| FLTR | VANECK ETF TRUST | $33.86万 | 0.23% | 13,223 | 640 | 5.1% | $1.64万 | 加仓 |
| ABBV | ABBVIE INC | $35.09万 | 0.24% | 1,395 | 10 | 0.7% | $2,516 | 加仓 |
| MUB | ISHARES TR | $36.67万 | 0.25% | 3,407 | 6 | 0.2% | $646 | 加仓 |
| FSK | FS KKR CAP CORP | $37.06万 | 0.26% | 35,298 | 50 | 0.1% | $525 | 加仓 |
| NOBL | PROSHARES TR | $37.16万 | 0.26% | 6,617 | -403 | -5.7% | -$2.26万 | 减仓 |
| GLDM | WORLD GOLD TR | $39.16万 | 0.27% | 4,931 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $39.46万 | 0.27% | 1,045 | 1 | 0.1% | $378 | 加仓 |
| — | CHART INDS INC | $44.92万 | 0.31% | 2,150 | -50 | -2.3% | -$1.04万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $49.59万 | 0.34% | 12,203 | 878 | 7.8% | $3.57万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $51.63万 | 0.36% | 13,566 | 812 | 6.4% | $3.09万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $51.85万 | 0.36% | 6,297 | 12 | 0.2% | $988 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $54.97万 | 0.38% | 7,206 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $57.53万 | 0.40% | 17,000 | -98 | -0.6% | -$3,316 | 减仓 |
| TSLA | TESLA INC | $59.47万 | 0.41% | 1,414 | -167 | -10.6% | -$7.02万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $63.45万 | 0.44% | 7,664 | 48 | 0.6% | $3,974 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $63.62万 | 0.44% | 3,086 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $70.24万 | 0.49% | 19,067 | 99 | 0.5% | $3,647 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $71.52万 | 0.50% | 14,143 | -2,872 | -16.9% | -$14.52万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $71.99万 | 0.50% | 8,786 | 18 | 0.2% | $1,475 | 加仓 |
| MSFT | MICROSOFT CORP | $72.77万 | 0.50% | 1,951 | -1,572 | -44.6% | -$58.64万 | 减仓 |
| WMT | WALMART INC | $73.64万 | 0.51% | 6,502 | -8,943 | -57.9% | -$101.29万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $77.94万 | 0.54% | 39,761 | 1,450 | 3.8% | $2.84万 | 加仓 |
| — | EXXON MOBIL CORP | $78.98万 | 0.55% | 5,777 | 1 | 0.0% | $137 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $88.68万 | 0.61% | 49,597 | 1,835 | 3.8% | $3.28万 | 加仓 |
| PYLD | PIMCO ETF TR | $89.59万 | 0.62% | 33,783 | 81 | 0.2% | $2,148 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $96.37万 | 0.67% | 10,261 | -1,422 | -12.2% | -$13.36万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $97.51万 | 0.68% | 21,790 | 547 | 2.6% | $2.45万 | 加仓 |
| AMZN | AMAZON COM INC | $105.50万 | 0.73% | 4,427 | 7 | 0.2% | $1,668 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $106.58万 | 0.74% | 6,791 | -400 | -5.6% | -$6.28万 | 减仓 |
| MGK | VANGUARD WORLD FD | $107.73万 | 0.75% | 12,255 | 12,255 | — | $107.73万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $110.52万 | 0.77% | 8,858 | 591 | 7.1% | $7.37万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $118.47万 | 0.82% | 60,539 | 2,086 | 3.6% | $4.08万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $132.94万 | 0.92% | 29,968 | 2,298 | 8.3% | $10.19万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $141.48万 | 0.98% | 29,177 | -700 | -2.3% | -$3.39万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $142.69万 | 0.99% | 44,999 | 1,437 | 3.3% | $4.56万 | 加仓 |
| GOOGL | ALPHABET INC | $149.64万 | 1.04% | 4,187 | 22 | 0.5% | $7,863 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $154.62万 | 1.07% | 30,524 | 327 | 1.1% | $1.66万 | 加仓 |
| AMLP | ALPS ETF TR | $156.41万 | 1.08% | 30,166 | 865 | 3.0% | $4.48万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $174.23万 | 1.21% | 33,023 | 1,716 | 5.5% | $9.05万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $181.93万 | 1.26% | 42,639 | 602 | 1.4% | $2.57万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $184.86万 | 1.28% | 11,443 | 2,218 | 24.0% | $35.83万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $207.00万 | 1.44% | 15,535 | 783 | 5.3% | $10.43万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $212.53万 | 1.47% | 88,372 | 4,241 | 5.0% | $10.20万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $217.88万 | 1.51% | 74,107 | 1,966 | 2.7% | $5.78万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $246.75万 | 1.71% | 59,819 | 4,189 | 7.5% | $17.28万 | 加仓 |
| IAU | ISHARES GOLD TR | $251.06万 | 1.74% | 33,248 | 1,323 | 4.1% | $9.99万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $265.94万 | 1.84% | 3,872 | 669 | 20.9% | $45.95万 | 加仓 |
| AAPL | APPLE INC | $277.12万 | 1.92% | 9,577 | -52 | -0.5% | -$1.50万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $324.45万 | 2.25% | 77,749 | 3,131 | 4.2% | $13.07万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $371.52万 | 2.58% | 85,564 | 2,559 | 3.1% | $11.11万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $393.41万 | 2.73% | 85,992 | 5,589 | 7.0% | $25.57万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $420.60万 | 2.92% | 21,706 | 579 | 2.7% | $11.22万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $485.14万 | 3.36% | 24,246 | -1,269 | -5.0% | -$25.39万 | 减仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $577.33万 | 4.00% | 122,458 | 3,097 | 2.6% | $14.60万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $612.58万 | 4.25% | 110,235 | 2,138 | 2.0% | $11.88万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $686.05万 | 4.76% | 169,039 | 3,983 | 2.4% | $16.17万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $756.48万 | 5.24% | 243,240 | 7,086 | 3.0% | $22.04万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $889.46万 | 6.17% | 357,500 | 2,256 | 0.6% | $5.61万 | 加仓 |
| MOAT | VANECK ETF TRUST | $1,092.15万 | 7.57% | 105,069 | 2,473 | 2.4% | $25.71万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,973.30万 | 13.68% | 206,369 | 3,361 | 1.7% | $32.14万 | 加仓 |