Boyce & Associates Wealth Consulting, Inc.
CEDAR PARK TX · SEC CIK 0001922884
$1.32亿2026Q1 申报市值
80持仓数
54.4%前十大占比 · 第一大 13.5%
8 / 3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
JSCP 新建仓+$564.58万
VFLO 新建仓+$317.43万
WMT 加仓+$148.11万
FTC 加仓+$139.66万
MSFT 加仓+$114.35万
2026Q1 卖出最多 按季末市值估算
JPST 减仓-$405.62万
FTCS 减仓-$188.48万
BRK/B 清仓-$79.82万
SPMO 减仓-$57.65万
GPIX 减仓-$39.07万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE TR | $1,783.22万 | 13.51% | 203,008 | 9,978 | 5.2% | $87.65万 | 加仓 |
| MOAT | VANECK ETF TRUST | $992.10万 | 7.51% | 102,596 | -794 | -0.8% | -$7.68万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $879.94万 | 6.66% | 355,244 | -5,872 | -1.6% | -$14.54万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $669.14万 | 5.07% | 165,056 | -9,287 | -5.3% | -$37.65万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $657.69万 | 4.98% | 236,154 | 6,689 | 2.9% | $18.63万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $564.58万 | 4.28% | 119,361 | 119,361 | — | $564.58万 | 新建仓 |
| GPIX | GOLDMAN SACHS ETF TR | $540.92万 | 4.10% | 108,097 | -7,808 | -6.7% | -$39.07万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $444.98万 | 3.37% | 25,515 | 203 | 0.8% | $3.54万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $325.66万 | 2.47% | 21,127 | 9,060 | 75.1% | $139.66万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $320.19万 | 2.43% | 83,005 | 15,866 | 23.6% | $61.20万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $317.43万 | 2.40% | 80,403 | 80,403 | — | $317.43万 | 新建仓 |
| IAU | ISHARES GOLD TR | $281.45万 | 2.13% | 31,925 | 4,518 | 16.5% | $39.83万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $274.30万 | 2.08% | 74,618 | 23 | 0.0% | $845 | 加仓 |
| AAPL | APPLE INC | $244.36万 | 1.85% | 9,629 | -115 | -1.2% | -$2.92万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $216.74万 | 1.64% | 55,630 | 977 | 1.8% | $3.81万 | 加仓 |
| WMT | WALMART INC | $191.96万 | 1.45% | 15,445 | 11,917 | 337.8% | $148.11万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $191.41万 | 1.45% | 3,203 | 738 | 29.9% | $44.10万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $189.34万 | 1.43% | 84,131 | 23,445 | 38.6% | $52.76万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $184.32万 | 1.40% | 72,141 | 7,830 | 12.2% | $20.01万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $163.42万 | 1.24% | 14,752 | 6,060 | 69.7% | $67.13万 | 加仓 |
| AMLP | ALPS ETF TR | $154.24万 | 1.17% | 29,301 | -2,383 | -7.5% | -$12.54万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $153.18万 | 1.16% | 31,307 | 12,824 | 69.4% | $62.75万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $150.96万 | 1.14% | 30,197 | 1,570 | 5.5% | $7.85万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $150.41万 | 1.14% | 42,037 | -2,233 | -5.0% | -$7.99万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $142.04万 | 1.08% | 29,877 | 6,375 | 27.1% | $30.31万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $133.65万 | 1.01% | 43,562 | 988 | 2.3% | $3.03万 | 加仓 |
| MSFT | MICROSOFT CORP | $130.42万 | 0.99% | 3,523 | 3,089 | 711.8% | $114.35万 | 加仓 |
| GOOGL | ALPHABET INC | $119.77万 | 0.91% | 4,165 | -172 | -4.0% | -$4.95万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $108.37万 | 0.82% | 11,683 | -20,319 | -63.5% | -$188.48万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $107.52万 | 0.81% | 27,670 | 4,626 | 20.1% | $17.98万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $103.43万 | 0.78% | 9,225 | -5,142 | -35.8% | -$57.65万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $99.46万 | 0.75% | 7,191 | -388 | -5.1% | -$5.37万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $98.03万 | 0.74% | 58,453 | 26,261 | 81.6% | $44.04万 | 加仓 |
| — | EXXON MOBIL CORP | $97.99万 | 0.74% | 5,776 | 4,077 | 240.0% | $69.17万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $95.17万 | 0.72% | 21,243 | 2,614 | 14.0% | $11.71万 | 加仓 |
| AMZN | AMAZON COM INC | $92.05万 | 0.70% | 4,420 | 103 | 2.4% | $2.14万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $91.32万 | 0.69% | 8,267 | 164 | 2.0% | $1.81万 | 加仓 |
| PYLD | PIMCO ETF TR | $88.30万 | 0.67% | 33,702 | 33,702 | — | $88.30万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $87.98万 | 0.67% | 13,730 | 13,730 | — | $87.98万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $86.11万 | 0.65% | 17,015 | -80,146 | -82.5% | -$405.62万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $84.78万 | 0.64% | 47,762 | 8,131 | 20.5% | $14.43万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $64.43万 | 0.49% | 18,968 | 17 | 0.1% | $577 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $64.33万 | 0.49% | 38,311 | 17,695 | 85.8% | $29.71万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $62.17万 | 0.47% | 8,768 | 42 | 0.5% | $2,978 | 加仓 |
| TSLA | TESLA INC | $58.77万 | 0.45% | 1,581 | 70 | 4.6% | $2.60万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $56.19万 | 0.43% | 7,616 | 19 | 0.3% | $1,402 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $52.12万 | 0.39% | 8,507 | 8,507 | — | $52.12万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $51.71万 | 0.39% | 7,206 | 7,206 | — | $51.71万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $49.81万 | 0.38% | 17,098 | 22 | 0.1% | $641 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $49.00万 | 0.37% | 3,086 | -53 | -1.7% | -$8,416 | 减仓 |
| GLDM | WORLD GOLD TR | $45.71万 | 0.35% | 4,931 | 0 | 0.0% | — | 不变 |
| — | CHART INDS INC | $45.48万 | 0.34% | 2,200 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $44.71万 | 0.34% | 6,285 | -87 | -1.4% | -$6,189 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $41.36万 | 0.31% | 12,754 | -841 | -6.2% | -$2.73万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $39.13万 | 0.30% | 11,325 | 689 | 6.5% | $2.38万 | 加仓 |
| NFLX | NETFLIX INC. | $38.65万 | 0.29% | 4,020 | -29 | -0.7% | -$2,788 | 减仓 |
| NOBL | PROSHARES TR | $37.20万 | 0.28% | 3,510 | -126 | -3.5% | -$1.34万 | 减仓 |
| MUB | ISHARES TR | $36.10万 | 0.27% | 3,401 | 5 | 0.1% | $531 | 加仓 |
| FSK | FS KKR CAP CORP | $35.88万 | 0.27% | 35,248 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $32.31万 | 0.24% | 1,044 | -14 | -1.3% | -$4,333 | 减仓 |
| FLTR | VANECK ETF TRUST | $32.06万 | 0.24% | 12,583 | 1,087 | 9.5% | $2.77万 | 加仓 |
| ABBV | ABBVIE INC | $30.12万 | 0.23% | 1,385 | 153 | 12.4% | $3.33万 | 加仓 |
| VNOM | VIPER ENERGY INC | $29.92万 | 0.23% | 6,367 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $29.71万 | 0.23% | 7,230 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $28.63万 | 0.22% | 3,794 | -100 | -2.6% | -$7,546 | 减仓 |
| VTV | VANGUARD INDEX FDS | $27.65万 | 0.21% | 1,409 | -15 | -1.1% | -$2,944 | 减仓 |
| SLV | ISHARES SILVER TR | $27.35万 | 0.21% | 4,014 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $26.29万 | 0.20% | 1,098 | -59 | -5.1% | -$1.41万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $25.55万 | 0.19% | 10,179 | -979 | -8.8% | -$2.46万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $25.51万 | 0.19% | 1,543 | 1,543 | — | $25.51万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $25.50万 | 0.19% | 796 | 2 | 0.3% | $641 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $25.12万 | 0.19% | 2,297 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $23.08万 | 0.17% | 1,696 | 110 | 6.9% | $1.50万 | 加仓 |
| SHM | SPDR SERIES TRUST | $22.37万 | 0.17% | 4,678 | 33 | 0.7% | $1,578 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $22.31万 | 0.17% | 343 | 1 | 0.3% | $651 | 加仓 |
| — | SPDR SERIES TRUST | $22.14万 | 0.17% | 1,664 | 6 | 0.4% | $798 | 加仓 |
| CSCO | CISCO SYS INC | $20.87万 | 0.16% | 2,690 | 2,690 | — | $20.87万 | 新建仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $20.81万 | 0.16% | 1,623 | -35 | -2.1% | -$4,488 | 减仓 |
| IEF | ISHARES TR | $20.36万 | 0.15% | 2,133 | 3 | 0.1% | $286 | 加仓 |
| HYLN | HYLIION HOLDINGS CORP | $4.57万 | 0.03% | 25,966 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -1,588 | -100.0% | -$79.82万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -315 | -100.0% | -$27.73万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -698 | -100.0% | -$20.67万 | 清仓 |