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 |
|---|---|---|---|---|---|---|---|---|
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $31.13万 | 0.03% | 2,277 | 2,277 | — | $31.13万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $30.09万 | 0.03% | 630 | -11 | -1.7% | -$5,253 | 减仓 |
| — | PGIM S&P 500 BUFFER 20 ETF - DECEMBER | $29.08万 | 0.03% | 9,395 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $28.67万 | 0.03% | 848 | 40 | 5.0% | $1.35万 | 加仓 |
| WMT | WALMART INC COM | $28.33万 | 0.03% | 2,501 | -173 | -6.5% | -$1.96万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $28.20万 | 0.03% | 2,360 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $28.07万 | 0.03% | 561 | 80 | 16.6% | $4.00万 | 加仓 |
| XEL | XCEL ENERGY INC COM | $27.20万 | 0.03% | 3,387 | 11 | 0.3% | $883 | 加仓 |
| CSCO | CISCO SYS INC COM | $25.72万 | 0.03% | 2,190 | 2,190 | — | $25.72万 | 新建仓 |
| ABBV | ABBVIE INC COM | $25.47万 | 0.03% | 1,012 | 1,012 | — | $25.47万 | 新建仓 |
| TJX | TJX COS INC NEW COM | $25.34万 | 0.03% | 1,672 | -10 | -0.6% | -$1,515 | 减仓 |
| HD | HOME DEPOT INC COM | $24.36万 | 0.02% | 691 | 44 | 6.8% | $1.55万 | 加仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $23.47万 | 0.02% | 982 | -276 | -21.9% | -$6.60万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $23.17万 | 0.02% | 2,403 | 21 | 0.9% | $2,025 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $23.13万 | 0.02% | 1,033 | 145 | 16.3% | $3.25万 | 重新持有 |
| MCK | MCKESSON CORP COM | $22.97万 | 0.02% | 304 | -24 | -7.3% | -$1.81万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $22.91万 | 0.02% | 2,525 | 2,525 | — | $22.91万 | 新建仓 |
| KKR | KKR & CO INC COM | $22.50万 | 0.02% | 2,451 | 4 | 0.2% | $367 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $22.32万 | 0.02% | 2,074 | -527 | -20.3% | -$5.67万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $22.00万 | 0.02% | 1,392 | 8 | 0.6% | $1,264 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $21.54万 | 0.02% | 720 | 4 | 0.6% | $1,197 | 重新持有 |
| INTC | INTEL CORP COM | $21.24万 | 0.02% | 1,521 | 1,521 | — | $21.24万 | 新建仓 |
| CVX | CHEVRON CORPORATION COM | $21.02万 | 0.02% | 1,268 | 34 | 2.8% | $5,636 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $20.73万 | 0.02% | 2,213 | 2,213 | — | $20.73万 | 新建仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $20.00万 | 0.02% | 305 | 305 | — | $20.00万 | 新建仓 |
| NAT | NORDIC AMERICAN TANKERS LIMITE COM | $6.29万 | 0.01% | 11,356 | 375 | 3.4% | $2,077 | 加仓 |
| — | ENVOY MEDICAL INC CL A | $8,280 | 0.00% | 10,454 | 0 | 0.0% | — | 不变 |
| 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 |