BlueStem Wealth Partners, LLC
MINNETONKA MN · SEC CIK 0001977465
$9.00亿2026Q1 申报市值
124持仓数
52.4%前十大占比 · 第一大 8.9%
14 / 13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
XLE 新建仓+$1,909.22万
IJH 加仓+$1,874.99万
RSP 新建仓+$1,648.86万
XLP 新建仓+$1,641.59万
CALF 加仓+$1,257.70万
2026Q1 卖出最多 按季末市值估算
FNDX 减仓-$3,193.87万
SCHF 减仓-$2,489.84万
RECS 减仓-$1,889.29万
SPEM 减仓-$1,616.86万
IAGG 减仓-$1,130.91万
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 |
|---|---|---|---|---|---|---|---|---|
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -68,201 | -100.0% | -$802.86万 | 清仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -51,280 | -100.0% | -$795.46万 | 清仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -65,742 | -100.0% | -$785.03万 | 清仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EWG | ISHARES MSCI GERMANY ETF | $0 | 0.00% | 0 | -85,169 | -100.0% | -$361.97万 | 清仓 |
| EWC | ISHARES MSCI CANADA ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EWI | ISHARES MSCI ITALY ETF | $0 | 0.00% | 0 | -65,818 | -100.0% | -$357.59万 | 清仓 |
| FICO | FAIR ISAAC CORP COM | $0 | 0.00% | 0 | -182 | -100.0% | -$30.77万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -6,071 | -100.0% | -$30.14万 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $0 | 0.00% | 0 | -14,681 | -100.0% | -$25.47万 | 清仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $0 | 0.00% | 0 | -1,822 | -100.0% | -$23.70万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $0 | 0.00% | 0 | -393 | -100.0% | -$22.80万 | 清仓 |
| MS | MORGAN STANLEY COM NEW | $0 | 0.00% | 0 | -1,245 | -100.0% | -$22.10万 | 清仓 |
| CRM | SALESFORCE INC COM | $0 | 0.00% | 0 | -833 | -100.0% | -$22.07万 | 清仓 |
| VHT | VANGUARD HEALTH CARE ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADI | ANALOG DEVICES INC COM | $0 | 0.00% | 0 | -760 | -100.0% | -$20.61万 | 清仓 |
| — | ENVOY MEDICAL INC CL A | $6,953 | 0.00% | 10,454 | 0 | 0.0% | — | 不变 |
| NAT | NORDIC AMERICAN TANKERS LIMITE COM | $6.43万 | 0.01% | 10,981 | 313 | 2.9% | $1,834 | 加仓 |
| FTMH | FRANKLIN MUNICIPAL HIGH YIELD ETF | $12.05万 | 0.01% | 10,454 | -429 | -3.9% | -$4,946 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $20.49万 | 0.02% | 1,384 | 1,384 | — | $20.49万 | 新建仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $20.57万 | 0.02% | 295 | 1 | 0.3% | $697 | 加仓 |
| T | AT&T INC COM | $20.97万 | 0.02% | 7,232 | 7,232 | — | $20.97万 | 新建仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $21.13万 | 0.02% | 2,382 | 25 | 1.1% | $2,218 | 加仓 |
| HD | HOME DEPOT INC COM | $21.27万 | 0.02% | 647 | 18 | 2.9% | $5,918 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $21.66万 | 0.02% | 641 | 641 | — | $21.66万 | 新建仓 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $22.02万 | 0.02% | 4,886 | -1,906 | -28.1% | -$8.59万 | 减仓 |
| KKR | KKR & CO INC COM | $22.63万 | 0.03% | 2,447 | 378 | 18.3% | $3.50万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $23.05万 | 0.03% | 481 | 21 | 4.6% | $1.01万 | 加仓 |
| — | HONEYWELL INTL INC COM | $23.14万 | 0.03% | 1,024 | 63 | 6.6% | $1.42万 | 重新持有 |
| AXP | AMERICAN EXPRESS CO COM | $24.43万 | 0.03% | 808 | -18 | -2.2% | -$5,443 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $25.52万 | 0.03% | 1,234 | 1,234 | — | $25.52万 | 新建仓 |
| XEL | XCEL ENERGY INC COM | $26.82万 | 0.03% | 3,376 | 9 | 0.3% | $715 | 加仓 |
| TJX | TJX COS INC NEW COM | $26.86万 | 0.03% | 1,682 | 71 | 4.4% | $1.13万 | 加仓 |
| — | PGIM S&P 500 BUFFER 20 ETF - DECEMBER | $27.25万 | 0.03% | 9,395 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $27.61万 | 0.03% | 2,601 | -1,163 | -30.9% | -$12.35万 | 减仓 |
| MCK | MCKESSON CORP COM | $28.38万 | 0.03% | 328 | 27 | 9.0% | $2.34万 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $30.60万 | 0.03% | 3,532 | 3,532 | — | $30.60万 | 新建仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $30.73万 | 0.03% | 13,175 | 929 | 7.6% | $2.17万 | 加仓 |
| LLY | ELI LILLY & CO COM | $32.11万 | 0.04% | 349 | 24 | 7.4% | $2.21万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $32.96万 | 0.04% | 5,144 | 5 | 0.1% | $320 | 加仓 |
| WMT | WALMART INC COM | $33.23万 | 0.04% | 2,674 | 108 | 4.2% | $1.34万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $35.16万 | 0.04% | 1,438 | 70 | 5.1% | $1.71万 | 加仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $35.71万 | 0.04% | 1,258 | -36 | -2.8% | -$1.02万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $35.96万 | 0.04% | 1,254 | 1 | 0.1% | $287 | 加仓 |
| HWKN | HAWKINS INC COM | $36.30万 | 0.04% | 2,364 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $37.21万 | 0.04% | 8,184 | -1,670 | -16.9% | -$7.59万 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $38.14万 | 0.04% | 4,402 | 61 | 1.4% | $5,286 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $38.98万 | 0.04% | 599 | -144 | -19.4% | -$9.37万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $40.34万 | 0.04% | 36,475 | 1,032 | 2.9% | $1.14万 | 加仓 |
| — | EXXON MOBIL CORP COM | $40.56万 | 0.05% | 2,391 | -215 | -8.3% | -$3.65万 | 减仓 |
| GEV | GE VERNOVA INC COM | $41.56万 | 0.05% | 476 | 14 | 3.0% | $1.22万 | 加仓 |
| META | META PLATFORMS INC CL A | $44.18万 | 0.05% | 772 | 167 | 27.6% | $9.56万 | 加仓 |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $44.34万 | 0.05% | 12,337 | 1,612 | 15.0% | $5.79万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $45.83万 | 0.05% | 3,687 | -111 | -2.9% | -$1.38万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $46.79万 | 0.05% | 1,590 | 65 | 4.3% | $1.91万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $48.03万 | 0.05% | 4,378 | -173 | -3.8% | -$1.90万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $48.36万 | 0.05% | 1,049 | 7 | 0.7% | $3,227 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $48.75万 | 0.05% | 845 | 1 | 0.1% | $577 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $50.76万 | 0.06% | 5,114 | -545 | -9.6% | -$5.41万 | 减仓 |
| AVGO | BROADCOM INC COM | $53.05万 | 0.06% | 1,714 | 411 | 31.5% | $12.72万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $54.34万 | 0.06% | 1,915 | 64 | 3.5% | $1.82万 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $57.18万 | 0.06% | 5,853 | 1,079 | 22.6% | $10.54万 | 加仓 |
| MMM | 3M CO COM | $58.53万 | 0.07% | 4,030 | -108 | -2.6% | -$1.57万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $59.11万 | 0.07% | 7,424 | -138 | -1.8% | -$1.10万 | 减仓 |
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | $60.16万 | 0.07% | 13,222 | -6,434 | -32.7% | -$29.28万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $60.45万 | 0.07% | 12,401 | 6,649 | 115.6% | $32.41万 | 加仓 |
| FAST | FASTENAL CO COM | $60.48万 | 0.07% | 13,035 | 134 | 1.0% | $6,217 | 加仓 |
| JPLD | JPMORGAN LIMITED DURATION BOND ETF | $61.63万 | 0.07% | 11,809 | 1,796 | 17.9% | $9.37万 | 加仓 |
| TGT | TARGET CORP COM | $64.77万 | 0.07% | 5,344 | 24 | 0.5% | $2,909 | 加仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $65.88万 | 0.07% | 13,855 | 8,334 | 151.0% | $39.63万 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC COM | $69.70万 | 0.08% | 21,613 | 21,613 | — | $69.70万 | 新建仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $78.13万 | 0.09% | 3,633 | -304 | -7.7% | -$6.54万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $80.11万 | 0.09% | 2,497 | 4 | 0.2% | $1,283 | 加仓 |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $80.14万 | 0.09% | 16,128 | 728 | 4.7% | $3.62万 | 加仓 |
| CAT | CATERPILLAR INC COM | $85.58万 | 0.10% | 1,208 | 16 | 1.3% | $1.13万 | 加仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $88.17万 | 0.10% | 9,221 | 1,346 | 17.1% | $12.87万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $92.45万 | 0.10% | 3,416 | -82 | -2.3% | -$2.22万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $98.09万 | 0.11% | 39,079 | 400 | 1.0% | $1.00万 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $99.84万 | 0.11% | 15,959 | 3,549 | 28.6% | $22.20万 | 加仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $109.18万 | 0.12% | 12,005 | 1,345 | 12.6% | $12.23万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $110.16万 | 0.12% | 17,556 | 49 | 0.3% | $3,075 | 加仓 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $111.91万 | 0.12% | 12,647 | 169 | 1.4% | $1.50万 | 加仓 |
| AOK | ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | $121.37万 | 0.13% | 30,427 | -955 | -3.0% | -$3.81万 | 减仓 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $123.68万 | 0.14% | 26,110 | -17 | -0.1% | -$805 | 减仓 |
| MSFT | MICROSOFT CORP COM | $138.01万 | 0.15% | 3,728 | 609 | 19.5% | $22.55万 | 加仓 |
| QDPL | PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | $141.07万 | 0.16% | 35,145 | 5,021 | 16.7% | $20.15万 | 加仓 |
| EVSM | EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF | $144.46万 | 0.16% | 28,783 | -705 | -2.4% | -$3.54万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $149.69万 | 0.17% | 5,206 | 220 | 4.4% | $6.33万 | 加仓 |
| — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JANUARY | $150.05万 | 0.17% | 79,982 | 79,982 | — | $150.05万 | 新建仓 |
| AMZN | AMAZON COM INC COM | $152.27万 | 0.17% | 7,311 | 353 | 5.1% | $7.35万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $171.02万 | 0.19% | 12,007 | -1,059 | -8.1% | -$15.08万 | 减仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $178.59万 | 0.20% | 41,963 | 14,499 | 52.8% | $61.71万 | 加仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $185.95万 | 0.21% | 13,149 | 131 | 1.0% | $1.85万 | 加仓 |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | $187.65万 | 0.21% | 38,009 | 3,923 | 11.5% | $19.37万 | 加仓 |
| TSLA | TESLA INC COM | $188.07万 | 0.21% | 5,059 | 102 | 2.1% | $3.79万 | 加仓 |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | $205.23万 | 0.23% | 41,301 | 8,576 | 26.2% | $42.61万 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $244.24万 | 0.27% | 5,496 | -96 | -1.7% | -$4.27万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $246.61万 | 0.27% | 14,141 | 640 | 4.7% | $11.16万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $255.91万 | 0.28% | 83,412 | -15,044 | -15.3% | -$46.16万 | 减仓 |