BOS Asset Management, LLC
SPRINGFIELD IL · SEC CIK 0001965814
$4.31亿2026Q2 申报市值
204持仓数
38.8%前十大占比 · 第一大 11.0%
21 / 19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
PULS 加仓+$738.74万
ACYN 新建仓+$655.64万
BUFZ 新建仓+$528.64万
AIRR 加仓+$378.51万
GOVT 加仓+$156.33万
2026Q2 卖出最多 按季末市值估算
XHB 减仓-$431.75万
SPY 减仓-$413.33万
CAIE 清仓-$386.34万
IUSG 减仓-$297.97万
MU 减仓-$158.14万
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 |
|---|---|---|---|---|---|---|---|---|
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $528.64万 | 1.23% | 189,273 | 189,273 | — | $528.64万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $534.33万 | 1.24% | 74,993 | -43 | -0.1% | -$3,064 | 减仓 |
| CAT | CATERPILLAR INC | $539.31万 | 1.25% | 5,064 | -639 | -11.2% | -$68.05万 | 减仓 |
| USB | US BANCORP | $546.82万 | 1.27% | 90,534 | 2 | 0.0% | $121 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $579.67万 | 1.35% | 114,628 | -2,062 | -1.8% | -$10.43万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $597.15万 | 1.39% | 112,437 | 10,027 | 9.8% | $53.25万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $655.64万 | 1.52% | 315,365 | 315,365 | — | $655.64万 | 新建仓 |
| DFSD | DIMENSIONAL ETF TRUST | $666.23万 | 1.55% | 139,525 | 4,879 | 3.6% | $23.30万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $755.84万 | 1.75% | 37,775 | -1,097 | -2.8% | -$21.95万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $763.50万 | 1.77% | 162,897 | 8,216 | 5.3% | $38.51万 | 加仓 |
| LLY | ELI LILLY & CO | $769.74万 | 1.79% | 6,418 | -64 | -1.0% | -$7.68万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $774.59万 | 1.80% | 170,278 | 11,392 | 7.2% | $51.82万 | 加仓 |
| FWD | AB ACTIVE ETFS INC | $841.31万 | 1.95% | 56,799 | 10,267 | 22.1% | $152.08万 | 加仓 |
| AAPL | APPLE INC | $845.31万 | 1.96% | 29,213 | -2,018 | -6.5% | -$58.39万 | 减仓 |
| QUAL | ISHARES TR | $1,018.57万 | 2.36% | 46,419 | 1,302 | 2.9% | $28.57万 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $1,046.45万 | 2.43% | 239,408 | -142 | -0.1% | -$6,207 | 减仓 |
| IUSG | ISHARES TR | $1,149.08万 | 2.67% | 61,092 | -15,842 | -20.6% | -$297.97万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,217.49万 | 2.83% | 313,868 | 1,899 | 0.6% | $7.37万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,509.16万 | 3.50% | 381,679 | 282 | 0.1% | $1.12万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,619.79万 | 3.76% | 21,691 | -5,535 | -20.3% | -$413.33万 | 减仓 |
| TLT | ISHARES TR | $1,723.87万 | 4.00% | 199,476 | -8,803 | -4.2% | -$76.08万 | 减仓 |
| PULS | PGIM ETF TR | $1,845.25万 | 4.28% | 372,401 | 149,089 | 66.8% | $738.74万 | 加仓 |
| YEAR | AB ACTIVE ETFS INC | $4,747.36万 | 11.02% | 943,059 | -10,525 | -1.1% | -$52.98万 | 减仓 |