Bear Mountain Capital, Inc.
SEATTLE WA · SEC CIK 0002009419
$3.45亿2026Q2 申报市值
213持仓数
79.8%前十大占比 · 第一大 15.7%
24 / 9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
SUB 加仓+$249.38万
VO 加仓+$104.56万
SCZ 加仓+$84.28万
VOO 加仓+$53.35万
VGSH 加仓+$50.16万
2026Q2 卖出最多 按季末市值估算
BKNG 减仓-$146.88万
VTEB 减仓-$22.61万
VCSH 减仓-$19.41万
MUB 减仓-$16.04万
IYF 清仓-$15.10万
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 |
|---|---|---|---|---|---|---|---|---|
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $237.57万 | 0.69% | 52,396 | 1,317 | 2.6% | $5.97万 | 加仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $240.73万 | 0.70% | 45,810 | 213 | 0.5% | $1.12万 | 加仓 |
| AMZN | AMAZON.COM INC | $315.47万 | 0.91% | 12,747 | -43 | -0.3% | -$1.06万 | 减仓 |
| IWB | ISHARES TR RUSSELL 1000 INDEX ETF | $341.36万 | 0.99% | 8,296 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $348.31万 | 1.01% | 22,754 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $351.95万 | 1.02% | 43,553 | 727 | 1.7% | $5.87万 | 加仓 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $392.51万 | 1.14% | 157,921 | 4,074 | 2.6% | $10.13万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $465.57万 | 1.35% | 92,578 | -4,496 | -4.6% | -$22.61万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $499.18万 | 1.45% | 13,449 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $608.29万 | 1.76% | 39,189 | 735 | 1.9% | $11.41万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $614.90万 | 1.78% | 8,143 | 15 | 0.2% | $1.13万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $822.27万 | 2.38% | 171,450 | 2,077 | 1.2% | $9.96万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $1,075.22万 | 3.11% | 110,199 | 3,321 | 3.1% | $32.40万 | 加仓 |
| VB | VANGUARD SMALL CAP ETF | $1,443.85万 | 4.18% | 48,633 | 512 | 1.1% | $15.20万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1,970.10万 | 5.71% | 333,463 | 6,808 | 2.1% | $40.22万 | 加仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $2,301.74万 | 6.67% | 396,374 | 8,637 | 2.2% | $50.16万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $2,316.30万 | 6.71% | 294,695 | -2,470 | -0.8% | -$19.41万 | 减仓 |
| SCZ | ISHARES MSCI EAFE SMALL CAP ETF | $2,856.71万 | 8.28% | 343,768 | 10,142 | 3.0% | $84.28万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $2,966.88万 | 8.59% | 420,237 | 5,468 | 1.3% | $38.60万 | 加仓 |
| SUB | ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD | $3,000.81万 | 8.69% | 282,429 | 23,471 | 9.1% | $249.38万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $4,186.15万 | 12.13% | 60,572 | 772 | 1.3% | $53.35万 | 加仓 |
| VO | VANGUARD MID CAP | $5,413.87万 | 15.68% | 669,702 | 12,934 | 2.0% | $104.56万 | 加仓 |