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 |
|---|---|---|---|---|---|---|---|---|
| CGHM | CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF | $336.38万 | 0.37% | 132,852 | 56,887 | 74.9% | $144.04万 | 加仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $347.88万 | 0.39% | 34,574 | 34,574 | — | $347.88万 | 新建仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $351.52万 | 0.39% | 51,339 | 51,339 | — | $351.52万 | 新建仓 |
| EWU | ISHARES MSCI UNITED KINGDOM ETF | $355.84万 | 0.40% | 78,104 | -3,026 | -3.7% | -$13.79万 | 减仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $362.90万 | 0.40% | 39,718 | 39,718 | — | $362.90万 | 新建仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $394.77万 | 0.44% | 61,347 | -236 | -0.4% | -$1.52万 | 减仓 |
| AAPL | APPLE INC COM | $499.76万 | 0.56% | 19,692 | 295 | 1.5% | $7.49万 | 加仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $518.10万 | 0.58% | 103,537 | -226,002 | -68.6% | -$1,130.91万 | 减仓 |
| FLMI | FRANKLIN DYNAMIC MUNICIPAL BOND ETF | $534.28万 | 0.59% | 215,524 | -1,491 | -0.7% | -$3.70万 | 减仓 |
| YLD | PRINCIPAL ACTIVE HIGH YIELD ETF | $564.73万 | 0.63% | 297,854 | 17,661 | 6.3% | $33.49万 | 加仓 |
| — | FEDERATED HERMES MDT LARGE CAP CORE ETF | $615.62万 | 0.68% | 199,548 | -206,868 | -50.9% | -$638.20万 | 减仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $721.91万 | 0.80% | 65,349 | 14,030 | 27.3% | $154.99万 | 加仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $728.73万 | 0.81% | 147,219 | 14,078 | 10.6% | $69.69万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $1,079.42万 | 1.20% | 55,016 | -44,961 | -45.0% | -$882.14万 | 减仓 |
| USTB | VICTORYSHARES SHORT-TERM BOND ETF | $1,118.95万 | 1.24% | 221,223 | 11,715 | 5.6% | $59.25万 | 加仓 |
| — | HARBOR ARES SYSTEMATIC HIGH YIELD ETF | $1,158.99万 | 1.29% | 258,668 | 99,683 | 62.7% | $446.64万 | 加仓 |
| FLXR | TCW FLEXIBLE INCOME ETF | $1,161.20万 | 1.29% | 295,697 | 16,323 | 5.8% | $64.10万 | 加仓 |
| IGEB | ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | $1,221.05万 | 1.36% | 270,984 | 85,743 | 46.3% | $386.36万 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $1,227.31万 | 1.36% | 132,339 | 132,339 | — | $1,227.31万 | 新建仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $1,618.59万 | 1.80% | 323,783 | 56,598 | 21.2% | $282.93万 | 加仓 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $1,640.91万 | 1.82% | 161,206 | 42,635 | 36.0% | $433.98万 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $1,641.59万 | 1.82% | 200,243 | 200,243 | — | $1,641.59万 | 新建仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $1,648.86万 | 1.83% | 85,914 | 85,914 | — | $1,648.86万 | 新建仓 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $1,650.15万 | 1.83% | 251,203 | 73,015 | 41.0% | $479.64万 | 加仓 |
| HYDB | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | $1,663.44万 | 1.85% | 357,576 | 94,719 | 36.0% | $440.63万 | 重新持有 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $1,880.52万 | 2.09% | 733,431 | 162,355 | 28.4% | $416.28万 | 加仓 |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $1,889.65万 | 2.10% | 693,961 | 23,805 | 3.6% | $64.82万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $1,909.22万 | 2.12% | 311,658 | 311,658 | — | $1,909.22万 | 新建仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $2,281.85万 | 2.54% | 819,334 | -1,146,810 | -58.3% | -$3,193.87万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $2,782.88万 | 3.09% | 377,904 | 86,840 | 29.8% | $639.49万 | 加仓 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $2,809.47万 | 3.12% | 626,136 | 280,299 | 81.0% | $1,257.70万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $2,830.93万 | 3.15% | 64,812 | 1,926 | 3.1% | $84.13万 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $3,003.02万 | 3.34% | 640,166 | -344,673 | -35.0% | -$1,616.86万 | 减仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $3,315.63万 | 3.68% | 1,447,241 | 246,853 | 20.6% | $565.54万 | 加仓 |
| RECS | COLUMBIA RESEARCH ENHANCED CORE ETF | $3,361.18万 | 3.74% | 862,284 | -484,681 | -36.0% | -$1,889.29万 | 减仓 |
| JMTG | JPMORGAN MORTGAGE-BACKED SECURITIES ETF | $3,729.17万 | 4.14% | 731,209 | 193,267 | 35.9% | $985.66万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $4,725.00万 | 5.25% | 72,335 | -2,573 | -3.4% | -$168.07万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $5,385.88万 | 5.99% | 797,554 | 277,653 | 53.4% | $1,874.99万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $6,006.19万 | 6.67% | 2,426,744 | -1,005,995 | -29.3% | -$2,489.84万 | 减仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $6,789.34万 | 7.54% | 1,166,954 | -7,395 | -0.6% | -$43.02万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $8,041.40万 | 8.94% | 2,760,523 | -62,600 | -2.2% | -$182.35万 | 减仓 |