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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $32.96万 | 0.04% | 5,144 | 5 | 0.1% | $320 | 加仓 |
| LLY | ELI LILLY & CO COM | $32.11万 | 0.04% | 349 | 24 | 7.4% | $2.21万 | 加仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $30.73万 | 0.03% | 13,175 | 929 | 7.6% | $2.17万 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $30.60万 | 0.03% | 3,532 | 3,532 | — | $30.60万 | 新建仓 |
| MCK | MCKESSON CORP COM | $28.38万 | 0.03% | 328 | 27 | 9.0% | $2.34万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $27.61万 | 0.03% | 2,601 | -1,163 | -30.9% | -$12.35万 | 减仓 |
| — | PGIM S&P 500 BUFFER 20 ETF - DECEMBER | $27.25万 | 0.03% | 9,395 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $26.86万 | 0.03% | 1,682 | 71 | 4.4% | $1.13万 | 加仓 |
| XEL | XCEL ENERGY INC COM | $26.82万 | 0.03% | 3,376 | 9 | 0.3% | $715 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $25.52万 | 0.03% | 1,234 | 1,234 | — | $25.52万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO COM | $24.43万 | 0.03% | 808 | -18 | -2.2% | -$5,443 | 减仓 |
| — | HONEYWELL INTL INC COM | $23.14万 | 0.03% | 1,024 | 63 | 6.6% | $1.42万 | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $23.05万 | 0.03% | 481 | 21 | 4.6% | $1.01万 | 加仓 |
| KKR | KKR & CO INC COM | $22.63万 | 0.03% | 2,447 | 378 | 18.3% | $3.50万 | 加仓 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $22.02万 | 0.02% | 4,886 | -1,906 | -28.1% | -$8.59万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $21.66万 | 0.02% | 641 | 641 | — | $21.66万 | 新建仓 |
| HD | HOME DEPOT INC COM | $21.27万 | 0.02% | 647 | 18 | 2.9% | $5,918 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $21.13万 | 0.02% | 2,382 | 25 | 1.1% | $2,218 | 加仓 |
| T | AT&T INC COM | $20.97万 | 0.02% | 7,232 | 7,232 | — | $20.97万 | 新建仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $20.57万 | 0.02% | 295 | 1 | 0.3% | $697 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $20.49万 | 0.02% | 1,384 | 1,384 | — | $20.49万 | 新建仓 |
| FTMH | FRANKLIN MUNICIPAL HIGH YIELD ETF | $12.05万 | 0.01% | 10,454 | -429 | -3.9% | -$4,946 | 减仓 |
| NAT | NORDIC AMERICAN TANKERS LIMITE COM | $6.43万 | 0.01% | 10,981 | 313 | 2.9% | $1,834 | 加仓 |
| — | ENVOY MEDICAL INC CL A | $6,953 | 0.00% | 10,454 | 0 | 0.0% | — | 不变 |
| 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 |