BOS Asset Management, LLC
SPRINGFIELD IL · SEC CIK 0001965814
$3.92亿2026Q1 申报市值
200持仓数
40.0%前十大占比 · 第一大 12.3%
12 / 7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
PULS 加仓+$451.60万
YEAR 加仓+$309.06万
DFSD 加仓+$252.53万
DVN 新建仓+$216.05万
ES 新建仓+$95.43万
2026Q1 卖出最多 按季末市值估算
ADBE 清仓-$122.36万
TAYLOR MORRISON 清仓-$91.97万
MTH 清仓-$84.00万
IVV 减仓-$80.28万
VTI 减仓-$75.68万
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 |
|---|---|---|---|---|---|---|---|---|
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -3,496 | -100.0% | -$122.36万 | 清仓 |
| — | TAYLOR MORRISON HOME CORP | $0 | 0.00% | 0 | -15,623 | -100.0% | -$91.97万 | 清仓 |
| MTH | MERITAGE HOMES CORP | $0 | 0.00% | 0 | -12,766 | -100.0% | -$84.00万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -1,534 | -100.0% | -$22.02万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -617 | -100.0% | -$21.80万 | 清仓 |
| — | PIPER SANDLER COMPANIES | $0 | 0.00% | 0 | -2,484 | -100.0% | -$21.10万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $0 | 0.00% | 0 | -2,598 | -100.0% | -$20.86万 | 清仓 |
| BBDC | BARINGS BDC INC | $8.27万 | 0.02% | 10,045 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $13.66万 | 0.03% | 13,418 | 0 | 0.0% | — | 不变 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $16.86万 | 0.04% | 10,152 | 119 | 1.2% | $1,977 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $17.10万 | 0.04% | 33,537 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $20.09万 | 0.05% | 828 | -39 | -4.5% | -$9,462 | 重新持有 |
| QCOM | QUALCOMM INC | $20.23万 | 0.05% | 1,571 | -15 | -0.9% | -$1,932 | 减仓 |
| EOG | EOG RES INC | $20.24万 | 0.05% | 1,400 | 1,400 | — | $20.24万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $20.29万 | 0.05% | 2,562 | 123 | 5.0% | $9,739 | 加仓 |
| ABBV | ABBVIE INC | $20.29万 | 0.05% | 933 | 61 | 7.0% | $1.33万 | 重新持有 |
| TAFM | AB ACTIVE ETFS INC | $20.45万 | 0.05% | 8,085 | 8,085 | — | $20.45万 | 新建仓 |
| PEP | PEPSICO INC | $21.01万 | 0.05% | 1,353 | 1,353 | — | $21.01万 | 新建仓 |
| HYDB | ISHARES TR | $21.16万 | 0.05% | 4,549 | 232 | 5.4% | $1.08万 | 加仓 |
| RTX | RTX CORPORATION | $21.22万 | 0.05% | 1,100 | 1,100 | — | $21.22万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $21.49万 | 0.05% | 254 | 4 | 1.6% | $3,384 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $21.51万 | 0.05% | 2,295 | 2,295 | — | $21.51万 | 新建仓 |
| — | GLOBAL X FDS | $21.60万 | 0.06% | 7,077 | -3 | -0.0% | -$92 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $22.38万 | 0.06% | 4,960 | -208 | -4.0% | -$9,385 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $22.54万 | 0.06% | 1,251 | 17 | 1.4% | $3,064 | 重新持有 |
| EWU | ISHARES TR | $22.98万 | 0.06% | 5,043 | 29 | 0.6% | $1,321 | 加仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $23.19万 | 0.06% | 8,489 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $23.39万 | 0.06% | 1,936 | -41 | -2.1% | -$4,953 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $23.97万 | 0.06% | 2,164 | 2,164 | — | $23.97万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $24.12万 | 0.06% | 6,375 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $24.28万 | 0.06% | 431 | 431 | — | $24.28万 | 新建仓 |
| IDV | ISHARES TR | $24.28万 | 0.06% | 5,705 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $24.72万 | 0.06% | 4,129 | 300 | 7.8% | $1.80万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $25.11万 | 0.06% | 2,446 | 81 | 3.4% | $8,316 | 加仓 |
| NOBL | PROSHARES TR | $25.22万 | 0.06% | 2,379 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD | $25.22万 | 0.06% | 2,494 | 504 | 25.3% | $5.10万 | 加仓 |
| BX | BLACKSTONE INC | $25.34万 | 0.06% | 2,204 | -107 | -4.6% | -$1.23万 | 减仓 |
| COP | CONOCOPHILLIPS | $25.42万 | 0.06% | 1,926 | 1,926 | — | $25.42万 | 新建仓 |
| LOW | LOWES COS INC | $26.46万 | 0.07% | 1,120 | 21 | 1.9% | $4,962 | 加仓 |
| IAU | ISHARES GOLD TR | $26.53万 | 0.07% | 3,009 | -553 | -15.5% | -$4.88万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $26.71万 | 0.07% | 1,159 | 29 | 2.6% | $6,682 | 加仓 |
| TXN | TEXAS INSTRS INC | $27.74万 | 0.07% | 1,429 | 105 | 7.9% | $2.04万 | 加仓 |
| FDX | FEDEX CORP | $27.78万 | 0.07% | 780 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD INTL EQUITY INDEX F | $27.94万 | 0.07% | 2,859 | 1 | 0.0% | $98 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $27.97万 | 0.07% | 569 | 40 | 7.6% | $1.97万 | 加仓 |
| GDX | VANECK ETF TRUST | $28.00万 | 0.07% | 3,051 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $28.48万 | 0.07% | 4,004 | 35 | 0.9% | $2,490 | 加仓 |
| IJR | ISHARES TR | $28.78万 | 0.07% | 2,315 | 0 | 0.0% | — | 不变 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $29.36万 | 0.07% | 6,027 | -453 | -7.0% | -$2.21万 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD | $29.58万 | 0.08% | 23,648 | 1,136 | 5.0% | $1.42万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $29.86万 | 0.08% | 6,162 | 34 | 0.6% | $1,648 | 加仓 |
| ETN | EATON CORP PLC | $29.87万 | 0.08% | 835 | 35 | 4.4% | $1.25万 | 加仓 |
| BUG | GLOBAL X FDS | $30.38万 | 0.08% | 12,100 | 3,903 | 47.6% | $9.80万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $30.61万 | 0.08% | 3,257 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $30.65万 | 0.08% | 5,408 | 195 | 3.7% | $1.11万 | 加仓 |
| LIN | LINDE PLC | $31.48万 | 0.08% | 635 | 117 | 22.6% | $5.80万 | 加仓 |
| KO | COCA COLA CO | $31.53万 | 0.08% | 4,146 | 593 | 16.7% | $4.51万 | 加仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $31.76万 | 0.08% | 8,778 | 310 | 3.7% | $1.12万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $32.02万 | 0.08% | 12,936 | 0 | 0.0% | — | 不变 |
| SUSL | ISHARES TR | $32.63万 | 0.08% | 2,872 | 0 | 0.0% | — | 不变 |
| — | SPDR SERIES TRUST | $32.76万 | 0.08% | 3,627 | 279 | 8.3% | $2.52万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $34.02万 | 0.09% | 2,326 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $35.21万 | 0.09% | 1,107 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $35.78万 | 0.09% | 3,958 | -239 | -5.7% | -$2.16万 | 减仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $36.54万 | 0.09% | 11,330 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $38.53万 | 0.10% | 33,392 | -129 | -0.4% | -$1,489 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $38.60万 | 0.10% | 10,863 | 4 | 0.0% | $142 | 加仓 |
| IWM | ISHARES TR | $39.04万 | 0.10% | 1,574 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $41.37万 | 0.11% | 300 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $42.57万 | 0.11% | 1,563 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $43.82万 | 0.11% | 12,343 | -175 | -1.4% | -$6,213 | 减仓 |
| EMB | ISHARES TR | $44.65万 | 0.11% | 4,754 | 60 | 1.3% | $5,636 | 加仓 |
| NFLX | NETFLIX INC. | $44.69万 | 0.11% | 4,648 | 4,648 | — | $44.69万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $44.76万 | 0.11% | 1,831 | 99 | 5.7% | $2.42万 | 加仓 |
| ICVT | ISHARES TR | $45.48万 | 0.12% | 4,468 | -47 | -1.0% | -$4,784 | 减仓 |
| GOOG | ALPHABET INC | $45.55万 | 0.12% | 1,588 | 156 | 10.9% | $4.48万 | 加仓 |
| BAC | BANK AMERICA CORP | $46.27万 | 0.12% | 9,492 | -247 | -2.5% | -$1.20万 | 减仓 |
| IJH | ISHARES TR | $46.86万 | 0.12% | 6,939 | 40 | 0.6% | $2,701 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $47.14万 | 0.12% | 1,945 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $47.18万 | 0.12% | 5,333 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $48.67万 | 0.12% | 2,975 | 2,975 | — | $48.67万 | 新建仓 |
| TSLA | TESLA INC | $49.37万 | 0.13% | 1,328 | 94 | 7.6% | $3.49万 | 加仓 |
| URI | UNITED RENTALS INC | $49.76万 | 0.13% | 683 | 95 | 16.2% | $6.92万 | 加仓 |
| ASML | ASML HLDG NV | $49.80万 | 0.13% | 377 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $50.97万 | 0.13% | 3,685 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $51.44万 | 0.13% | 4,548 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $51.72万 | 0.13% | 4,560 | -41 | -0.9% | -$4,650 | 减仓 |
| GRMN | GARMIN LTD | $52.43万 | 0.13% | 2,260 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $52.56万 | 0.13% | 5,445 | 44 | 0.8% | $4,247 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $52.85万 | 0.13% | 13,600 | 3,346 | 32.6% | $13.00万 | 加仓 |
| — | SILA REALTY TRUST INC | $53.30万 | 0.14% | 22,510 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $54.34万 | 0.14% | 3,140 | 10 | 0.3% | $1,730 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $55.02万 | 0.14% | 6,675 | 7 | 0.1% | $577 | 加仓 |
| BOTZ | GLOBAL X FDS | $55.90万 | 0.14% | 16,828 | -192 | -1.1% | -$6,378 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $57.57万 | 0.15% | 10,908 | 1,336 | 14.0% | $7.05万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $57.98万 | 0.15% | 7,858 | 173 | 2.3% | $1.28万 | 加仓 |
| GM | GENERAL MTRS CO | $58.78万 | 0.15% | 7,890 | -98 | -1.2% | -$7,301 | 减仓 |
| MRK | MERCK & CO INC | $59.36万 | 0.15% | 4,935 | 84 | 1.7% | $1.01万 | 加仓 |