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 |
|---|---|---|---|---|---|---|---|---|
| YEAR | AB ACTIVE ETFS INC | $4,747.36万 | 11.02% | 943,059 | -10,525 | -1.1% | -$52.98万 | 减仓 |
| PULS | PGIM ETF TR | $1,845.25万 | 4.28% | 372,401 | 149,089 | 66.8% | $738.74万 | 加仓 |
| TLT | ISHARES TR | $1,723.87万 | 4.00% | 199,476 | -8,803 | -4.2% | -$76.08万 | 减仓 |
| 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 |
| DFLV | DIMENSIONAL ETF TRUST | $1,509.16万 | 3.50% | 381,679 | 282 | 0.1% | $1.12万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,217.49万 | 2.83% | 313,868 | 1,899 | 0.6% | $7.37万 | 加仓 |
| IUSG | ISHARES TR | $1,149.08万 | 2.67% | 61,092 | -15,842 | -20.6% | -$297.97万 | 减仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $1,046.45万 | 2.43% | 239,408 | -142 | -0.1% | -$6,207 | 减仓 |
| QUAL | ISHARES TR | $1,018.57万 | 2.36% | 46,419 | 1,302 | 2.9% | $28.57万 | 加仓 |
| AAPL | APPLE INC | $845.31万 | 1.96% | 29,213 | -2,018 | -6.5% | -$58.39万 | 减仓 |
| FWD | AB ACTIVE ETFS INC | $841.31万 | 1.95% | 56,799 | 10,267 | 22.1% | $152.08万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $774.59万 | 1.80% | 170,278 | 11,392 | 7.2% | $51.82万 | 加仓 |
| LLY | ELI LILLY & CO | $769.74万 | 1.79% | 6,418 | -64 | -1.0% | -$7.68万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $763.50万 | 1.77% | 162,897 | 8,216 | 5.3% | $38.51万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $755.84万 | 1.75% | 37,775 | -1,097 | -2.8% | -$21.95万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $666.23万 | 1.55% | 139,525 | 4,879 | 3.6% | $23.30万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $655.64万 | 1.52% | 315,365 | 315,365 | — | $655.64万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $597.15万 | 1.39% | 112,437 | 10,027 | 9.8% | $53.25万 | 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 |
| USB | US BANCORP | $546.82万 | 1.27% | 90,534 | 2 | 0.0% | $121 | 加仓 |
| CAT | CATERPILLAR INC | $539.31万 | 1.25% | 5,064 | -639 | -11.2% | -$68.05万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $534.33万 | 1.24% | 74,993 | -43 | -0.1% | -$3,064 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $528.64万 | 1.23% | 189,273 | 189,273 | — | $528.64万 | 新建仓 |
| PFF | ISHARES TR | $508.46万 | 1.18% | 166,763 | 10 | 0.0% | $305 | 加仓 |
| IVV | ISHARES TR | $503.48万 | 1.17% | 6,723 | 19 | 0.3% | $1.42万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $501.67万 | 1.16% | 52,025 | 3,018 | 6.2% | $29.10万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $492.18万 | 1.14% | 10,306 | -874 | -7.8% | -$41.74万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $471.08万 | 1.09% | 14,392 | -158 | -1.1% | -$5.17万 | 减仓 |
| IUSB | ISHARES TR | $457.10万 | 1.06% | 99,046 | 16,291 | 19.7% | $75.18万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $412.54万 | 0.96% | 3,574 | -1,370 | -27.7% | -$158.14万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $407.35万 | 0.95% | 30,570 | 28,406 | 1,312.7% | $378.51万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $394.64万 | 0.92% | 75,399 | -7,222 | -8.7% | -$37.80万 | 减仓 |
| VB | VANGUARD INDEX FDS | $352.23万 | 0.82% | 11,620 | 42 | 0.4% | $1.27万 | 加仓 |
| B | BARRICK MNG CORP | $313.03万 | 0.73% | 85,224 | -23,561 | -21.7% | -$86.54万 | 减仓 |
| KLAC | KLA CORP | $279.72万 | 0.65% | 9,271 | -1,609 | -14.8% | -$48.55万 | 减仓 |
| MSFT | MICROSOFT CORP | $273.76万 | 0.64% | 7,339 | -173 | -2.3% | -$6.45万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $243.71万 | 0.57% | 6,586 | -310 | -4.5% | -$11.47万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $239.32万 | 0.56% | 10,114 | 87 | 0.9% | $2.06万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $234.00万 | 0.54% | 5,400 | -350 | -6.1% | -$15.17万 | 减仓 |
| INTC | INTEL CORP | $230.75万 | 0.54% | 16,526 | -1,614 | -8.9% | -$22.54万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $226.87万 | 0.53% | 10,410 | 370 | 3.7% | $8.06万 | 加仓 |
| GLD | SPDR GOLD TR | $226.19万 | 0.53% | 6,140 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $223.94万 | 0.52% | 16,379 | -421 | -2.5% | -$5.76万 | 减仓 |
| GOVT | ISHARES TR | $223.65万 | 0.52% | 98,179 | 68,627 | 232.2% | $156.33万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $219.64万 | 0.51% | 3,781 | -748 | -16.5% | -$43.45万 | 减仓 |
| AVGO | BROADCOM INC | $219.28万 | 0.51% | 5,805 | -833 | -12.5% | -$31.47万 | 减仓 |
| SGOL | ETFS GOLD TR | $213.93万 | 0.50% | 55,958 | -14,717 | -20.8% | -$56.26万 | 减仓 |
| IDU | ISHARES TR | $207.42万 | 0.48% | 18,098 | 132 | 0.7% | $1.51万 | 加仓 |
| VO | VANGUARD INDEX FDS | $199.41万 | 0.46% | 24,750 | 154 | 0.6% | $1.24万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $197.43万 | 0.46% | 10,296 | 7,321 | 246.1% | $140.38万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $195.92万 | 0.45% | 38,545 | 930 | 2.5% | $4.73万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $189.92万 | 0.44% | 45,964 | 3,029 | 7.1% | $12.52万 | 加仓 |
| VGT | VANGUARD WORLD FD | $173.93万 | 0.40% | 14,552 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $170.16万 | 0.40% | 42,296 | 2,074 | 5.2% | $8.34万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $168.45万 | 0.39% | 24,099 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $164.25万 | 0.38% | 17,377 | 1,930 | 12.5% | $18.24万 | 加仓 |
| — | ELEVATION SERIES TRUST | $162.38万 | 0.38% | 54,645 | 1,916 | 3.6% | $5.69万 | 加仓 |
| CSCO | CISCO SYS INC | $161.75万 | 0.38% | 13,771 | -185 | -1.3% | -$2.17万 | 减仓 |
| AMZN | AMAZON COM INC | $160.15万 | 0.37% | 6,719 | -250 | -3.6% | -$5.96万 | 减仓 |
| XME | SPDR SERIES TRUST | $151.71万 | 0.35% | 14,188 | -1,662 | -10.5% | -$17.77万 | 减仓 |
| META | META PLATFORMS INC | $148.26万 | 0.34% | 2,632 | 20 | 0.8% | $1.13万 | 加仓 |
| CVX | CHEVRON CORPORATION | $147.08万 | 0.34% | 8,873 | -24 | -0.3% | -$3,978 | 减仓 |
| DGRO | ISHARES TR | $140.73万 | 0.33% | 18,568 | 1,259 | 7.3% | $9.54万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $139.54万 | 0.32% | 32,957 | 16 | 0.0% | $677 | 加仓 |
| HD | HOME DEPOT INC | $136.73万 | 0.32% | 3,877 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $135.46万 | 0.31% | 26,125 | 5,472 | 26.5% | $28.37万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $121.96万 | 0.28% | 26,686 | 0 | 0.0% | — | 不变 |
| TPLC | TIMOTHY PLAN | $120.59万 | 0.28% | 23,951 | 166 | 0.7% | $8,358 | 加仓 |
| SLV | ISHARES SILVER TR | $117.62万 | 0.27% | 21,998 | -328 | -1.5% | -$1.75万 | 减仓 |
| ORCL | ORACLE CORP | $116.90万 | 0.27% | 7,977 | -218 | -2.7% | -$3.19万 | 减仓 |
| ES | EVERSOURCE ENERGY | $115.87万 | 0.27% | 16,033 | 2,258 | 16.4% | $16.32万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $115.61万 | 0.27% | 3,263 | -47 | -1.4% | -$1.67万 | 减仓 |
| AIQ | GLOBAL X FDS | $111.80万 | 0.26% | 17,040 | 18 | 0.1% | $1,181 | 加仓 |
| TIP | ISHARES TR | $108.58万 | 0.25% | 9,922 | 6 | 0.1% | $657 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $107.98万 | 0.25% | 2,158 | -161 | -6.9% | -$8.06万 | 减仓 |
| GE | GE AEROSPACE | $105.89万 | 0.25% | 2,833 | -22 | -0.8% | -$8,223 | 减仓 |
| VUG | VANGUARD INDEX FDS | $100.53万 | 0.23% | 11,670 | 96 | 0.8% | $8,269 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $99.85万 | 0.23% | 23,401 | 367 | 1.6% | $1.57万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $96.44万 | 0.22% | 23,379 | -73 | -0.3% | -$3,011 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $96.34万 | 0.22% | 16,141 | -91 | -0.6% | -$5,432 | 减仓 |
| GOOGL | ALPHABET INC | $89.63万 | 0.21% | 2,508 | -390 | -13.5% | -$13.94万 | 减仓 |
| WMT | WALMART INC | $86.24万 | 0.20% | 7,614 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $83.89万 | 0.19% | 714 | -11 | -1.5% | -$1.29万 | 减仓 |
| ASML | ASML HLDG NV | $79.78万 | 0.19% | 401 | 24 | 6.4% | $4.77万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $79.74万 | 0.19% | 8,698 | 0 | 0.0% | — | 不变 |
| — | BANK OF AMER CORP | $79.41万 | 0.18% | 633 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $77.38万 | 0.18% | 683 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO & CO | $76.13万 | 0.18% | 658 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $75.86万 | 0.18% | 1,477 | -11 | -0.7% | -$5,650 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $75.69万 | 0.18% | 14,347 | 14,347 | — | $75.69万 | 新建仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $75.22万 | 0.17% | 35,715 | -8,005 | -18.3% | -$16.86万 | 减仓 |
| QQQ | INVESCO QQQ TR | $75.04万 | 0.17% | 1,019 | -183 | -15.2% | -$13.48万 | 减仓 |
| UNM | UNUM GROUP | $73.15万 | 0.17% | 8,183 | -1,025 | -11.1% | -$9.16万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $71.92万 | 0.17% | 8,688 | 830 | 10.6% | $6.87万 | 加仓 |
| VPU | VANGUARD WORLD FD | $70.93万 | 0.16% | 3,624 | -44 | -1.2% | -$8,612 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $69.52万 | 0.16% | 12,365 | -2,884 | -18.9% | -$16.21万 | 减仓 |
| ISPY | PROSHARES TR | $68.89万 | 0.16% | 14,295 | 0 | 0.0% | — | 不变 |
| — | SILA REALTY TRUST INC | $68.34万 | 0.16% | 22,510 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $68.29万 | 0.16% | 730 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $66.96万 | 0.16% | 1,592 | 264 | 19.9% | $11.10万 | 加仓 |