BlueStem Wealth Partners, LLC
MINNETONKA MN · SEC CIK 0001977465
$10.04亿2026Q2 申报市值
127持仓数
59.1%前十大占比 · 第一大 10.5%
16 / 17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
FNDX 加仓+$4,795.97万
SCHF 加仓+$3,857.75万
QQQ 加仓+$1,846.74万
SPMO 新建仓+$1,495.20万
SPEM 加仓+$1,270.03万
2026Q2 卖出最多 按季末市值估算
SCHG 减仓-$2,828.22万
SCHX 清仓-$1,880.52万
HYDB 清仓-$1,663.44万
RSP 清仓-$1,648.86万
XLP 清仓-$1,641.59万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $0 | 0.00% | 0 | -733,431 | -100.0% | -$1,880.52万 | 清仓 |
| HYDB | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | $0 | 0.00% | 0 | -357,576 | -100.0% | -$1,663.44万 | 清仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $0 | 0.00% | 0 | -85,914 | -100.0% | -$1,648.86万 | 清仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -200,243 | -100.0% | -$1,641.59万 | 清仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $0 | 0.00% | 0 | -132,339 | -100.0% | -$1,227.31万 | 清仓 |
| USTB | VICTORYSHARES SHORT-TERM BOND ETF | $0 | 0.00% | 0 | -221,223 | -100.0% | -$1,118.95万 | 清仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $0 | 0.00% | 0 | -103,537 | -100.0% | -$518.10万 | 清仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $0 | 0.00% | 0 | -39,718 | -100.0% | -$362.90万 | 清仓 |
| EWU | ISHARES MSCI UNITED KINGDOM ETF | $0 | 0.00% | 0 | -78,104 | -100.0% | -$355.84万 | 清仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $0 | 0.00% | 0 | -51,339 | -100.0% | -$351.52万 | 清仓 |
| EVSM | EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF | $0 | 0.00% | 0 | -28,783 | -100.0% | -$144.46万 | 清仓 |
| SNDA | SONIDA SENIOR LIVING INC COM | $0 | 0.00% | 0 | -21,613 | -100.0% | -$69.70万 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -2,391 | -100.0% | -$40.56万 | 清仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $0 | 0.00% | 0 | -13,175 | -100.0% | -$30.73万 | 清仓 |
| — | HONEYWELL INTL INC COM | $0 | 0.00% | 0 | -1,024 | -100.0% | -$23.14万 | 清仓 |
| T | AT&T INC COM | $0 | 0.00% | 0 | -7,232 | -100.0% | -$20.97万 | 清仓 |
| FTMH | FRANKLIN MUNICIPAL HIGH YIELD ETF | $0 | 0.00% | 0 | -10,454 | -100.0% | -$12.05万 | 清仓 |
| — | ENVOY MEDICAL INC CL A | $8,280 | 0.00% | 10,454 | 0 | 0.0% | — | 不变 |
| NAT | NORDIC AMERICAN TANKERS LIMITE COM | $6.29万 | 0.01% | 11,356 | 375 | 3.4% | $2,077 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $20.00万 | 0.02% | 305 | 305 | — | $20.00万 | 新建仓 |
| DAL | DELTA AIR LINES INC COM NEW | $20.73万 | 0.02% | 2,213 | 2,213 | — | $20.73万 | 新建仓 |
| CVX | CHEVRON CORPORATION COM | $21.02万 | 0.02% | 1,268 | 34 | 2.8% | $5,636 | 加仓 |
| INTC | INTEL CORP COM | $21.24万 | 0.02% | 1,521 | 1,521 | — | $21.24万 | 新建仓 |
| VHT | VANGUARD HEALTH CARE ETF | $21.54万 | 0.02% | 720 | 4 | 0.6% | $1,197 | 重新持有 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $22.00万 | 0.02% | 1,392 | 8 | 0.6% | $1,264 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $22.32万 | 0.02% | 2,074 | -527 | -20.3% | -$5.67万 | 减仓 |
| KKR | KKR & CO INC COM | $22.50万 | 0.02% | 2,451 | 4 | 0.2% | $367 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $22.91万 | 0.02% | 2,525 | 2,525 | — | $22.91万 | 新建仓 |
| MCK | MCKESSON CORP COM | $22.97万 | 0.02% | 304 | -24 | -7.3% | -$1.81万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $23.13万 | 0.02% | 1,033 | 145 | 16.3% | $3.25万 | 重新持有 |
| VNQ | VANGUARD REAL ESTATE ETF | $23.17万 | 0.02% | 2,403 | 21 | 0.9% | $2,025 | 加仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $23.47万 | 0.02% | 982 | -276 | -21.9% | -$6.60万 | 减仓 |
| HD | HOME DEPOT INC COM | $24.36万 | 0.02% | 691 | 44 | 6.8% | $1.55万 | 加仓 |
| TJX | TJX COS INC NEW COM | $25.34万 | 0.03% | 1,672 | -10 | -0.6% | -$1,515 | 减仓 |
| ABBV | ABBVIE INC COM | $25.47万 | 0.03% | 1,012 | 1,012 | — | $25.47万 | 新建仓 |
| CSCO | CISCO SYS INC COM | $25.72万 | 0.03% | 2,190 | 2,190 | — | $25.72万 | 新建仓 |
| XEL | XCEL ENERGY INC COM | $27.20万 | 0.03% | 3,387 | 11 | 0.3% | $883 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $28.07万 | 0.03% | 561 | 80 | 16.6% | $4.00万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $28.20万 | 0.03% | 2,360 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $28.33万 | 0.03% | 2,501 | -173 | -6.5% | -$1.96万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $28.67万 | 0.03% | 848 | 40 | 5.0% | $1.35万 | 加仓 |
| — | PGIM S&P 500 BUFFER 20 ETF - DECEMBER | $29.08万 | 0.03% | 9,395 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $30.09万 | 0.03% | 630 | -11 | -1.7% | -$5,253 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $31.13万 | 0.03% | 2,277 | 2,277 | — | $31.13万 | 新建仓 |
| PAAA | PGIM AAA CLO ETF | $31.42万 | 0.03% | 6,128 | 6,128 | — | $31.42万 | 新建仓 |
| HWKN | HAWKINS INC COM | $33.59万 | 0.03% | 2,364 | 0 | 0.0% | — | 不变 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $33.60万 | 0.03% | 6,447 | 1,561 | 31.9% | $8.14万 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $33.86万 | 0.03% | 3,548 | 16 | 0.5% | $1,527 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $34.89万 | 0.03% | 4,897 | -247 | -4.8% | -$1.76万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $36.25万 | 0.04% | 624 | 624 | — | $36.25万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON COM | $36.96万 | 0.04% | 1,455 | 17 | 1.2% | $4,318 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $38.79万 | 0.04% | 336 | 336 | — | $38.79万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $39.41万 | 0.04% | 991 | -58 | -5.5% | -$2.31万 | 减仓 |
| LLY | ELI LILLY & CO COM | $40.80万 | 0.04% | 340 | -9 | -2.6% | -$1.08万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $40.92万 | 0.04% | 37,644 | 1,169 | 3.2% | $1.27万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $44.32万 | 0.04% | 1,254 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $44.63万 | 0.04% | 792 | 20 | 2.6% | $1.13万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $44.68万 | 0.04% | 5,711 | 1,309 | 29.7% | $10.24万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $45.17万 | 0.04% | 605 | 6 | 1.0% | $4,480 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $49.01万 | 0.05% | 4,952 | -162 | -3.2% | -$1.60万 | 减仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $51.87万 | 0.05% | 10,940 | -2,915 | -21.0% | -$13.82万 | 减仓 |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $52.50万 | 0.05% | 12,905 | 568 | 4.6% | $2.31万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $52.59万 | 0.05% | 3,546 | -141 | -3.8% | -$2.09万 | 减仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $54.56万 | 0.05% | 9,977 | 1,793 | 21.9% | $9.81万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $54.99万 | 0.05% | 1,680 | 90 | 5.7% | $2.95万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $55.47万 | 0.06% | 4,340 | -38 | -0.9% | -$4,857 | 减仓 |
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | $56.05万 | 0.06% | 11,212 | -2,010 | -15.2% | -$10.05万 | 减仓 |
| GEV | GE VERNOVA INC COM | $56.43万 | 0.06% | 480 | 4 | 0.8% | $4,702 | 加仓 |
| WFC | WELLS FARGO & CO COM | $61.94万 | 0.06% | 7,495 | 71 | 1.0% | $5,868 | 加仓 |
| FAST | FASTENAL CO COM | $62.85万 | 0.06% | 13,085 | 50 | 0.4% | $2,402 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $64.13万 | 0.06% | 5,941 | 88 | 1.5% | $9,498 | 加仓 |
| MMM | 3M CO COM | $65.08万 | 0.06% | 4,020 | -10 | -0.2% | -$1,619 | 减仓 |
| TGT | TARGET CORP COM | $70.55万 | 0.07% | 5,402 | 58 | 1.1% | $7,575 | 加仓 |
| BAC | BANK OF AMER CORP COM | $71.36万 | 0.07% | 12,524 | 123 | 1.0% | $7,009 | 加仓 |
| GE | GE AEROSPACE COM NEW | $72.79万 | 0.07% | 1,948 | 33 | 1.7% | $1.23万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $75.31万 | 0.07% | 17,646 | 90 | 0.5% | $3,841 | 加仓 |
| AVGO | BROADCOM INC COM | $76.36万 | 0.08% | 2,021 | 307 | 17.9% | $11.60万 | 加仓 |
| JPLD | JPMORGAN LIMITED DURATION BOND ETF | $78.59万 | 0.08% | 15,059 | 3,250 | 27.5% | $16.96万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $85.81万 | 0.09% | 3,627 | -6 | -0.2% | -$1,420 | 减仓 |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $90.22万 | 0.09% | 16,772 | 644 | 4.0% | $3.46万 | 加仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $92.63万 | 0.09% | 2,503 | 6 | 0.2% | $2,221 | 加仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $101.77万 | 0.10% | 9,899 | 678 | 7.4% | $6.97万 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $104.62万 | 0.10% | 16,820 | 861 | 5.4% | $5.36万 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $110.62万 | 0.11% | 38,198 | -881 | -2.3% | -$2.55万 | 减仓 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $120.80万 | 0.12% | 12,377 | -270 | -2.1% | -$2.64万 | 减仓 |
| AOK | ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | $121.12万 | 0.12% | 29,199 | -1,228 | -4.0% | -$5.09万 | 减仓 |
| CAT | CATERPILLAR INC COM | $123.14万 | 0.12% | 1,156 | -52 | -4.3% | -$5.54万 | 减仓 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $127.27万 | 0.13% | 25,510 | -600 | -2.3% | -$2.99万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $136.35万 | 0.14% | 3,281 | -135 | -4.0% | -$5.61万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $139.34万 | 0.14% | 3,736 | 8 | 0.2% | $2,984 | 加仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $143.09万 | 0.14% | 12,223 | 218 | 1.8% | $2.55万 | 加仓 |
| PZA | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | $147.65万 | 0.15% | 62,776 | 62,776 | — | $147.65万 | 新建仓 |
| — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JANUARY | $158.12万 | 0.16% | 79,982 | 0 | 0.0% | — | 不变 |
| QDPL | PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | $168.27万 | 0.17% | 37,336 | 2,191 | 6.2% | $9.87万 | 加仓 |
| AMZN | AMAZON COM INC COM | $172.63万 | 0.17% | 7,243 | -68 | -0.9% | -$1.62万 | 减仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $184.00万 | 0.18% | 44,411 | 2,448 | 5.8% | $10.14万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $187.84万 | 0.19% | 11,435 | -572 | -4.8% | -$9.40万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $191.83万 | 0.19% | 5,368 | 162 | 3.1% | $5.79万 | 加仓 |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | $212.34万 | 0.21% | 39,996 | 1,987 | 5.2% | $10.55万 | 加仓 |
| TSLA | TESLA INC COM | $213.37万 | 0.21% | 5,073 | 14 | 0.3% | $5,888 | 加仓 |