Bear Mountain Capital, Inc.
SEATTLE WA · SEC CIK 0002009419
$3.34亿2026Q1 申报市值
197持仓数
79.0%前十大占比 · 第一大 15.2%
7 / 9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
SUB 新建仓+$2,764.12万
VGSH 新建仓+$2,270.97万
VCSH 加仓+$290.21万
VO 加仓+$236.42万
BKNG 加仓+$141.47万
2026Q1 卖出最多 按季末市值估算
MUB 减仓-$2,375.03万
BND 减仓-$1,801.09万
EAGG 清仓-$344.36万
VTEB 减仓-$27.63万
AMZN 减仓-$22.30万
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 |
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD MID CAP | $5,064.33万 | 15.16% | 164,192 | 7,665 | 4.9% | $236.42万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $3,896.24万 | 11.66% | 59,800 | 1,497 | 2.6% | $97.54万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $2,875.59万 | 8.61% | 414,769 | 7,712 | 1.9% | $53.47万 | 加仓 |
| SCZ | ISHARES MSCI EAFE SMALL CAP ETF | $2,822.15万 | 8.45% | 333,626 | 8,306 | 2.6% | $70.26万 | 加仓 |
| SUB | ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD | $2,764.12万 | 8.27% | 258,958 | 258,958 | — | $2,764.12万 | 新建仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $2,362.46万 | 7.07% | 297,165 | 36,505 | 14.0% | $290.21万 | 加仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $2,270.97万 | 6.80% | 387,737 | 387,737 | — | $2,270.97万 | 新建仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1,924.33万 | 5.76% | 326,655 | 10,383 | 3.3% | $61.17万 | 加仓 |
| VB | VANGUARD SMALL CAP ETF | $1,377.04万 | 4.12% | 48,121 | 1,699 | 3.7% | $48.62万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $1,037.04万 | 3.10% | 106,878 | 7,388 | 7.4% | $71.69万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $817.57万 | 2.45% | 169,373 | 18,853 | 12.5% | $91.00万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $578.79万 | 1.73% | 8,128 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $553.01万 | 1.66% | 38,454 | 949 | 2.5% | $13.65万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $489.93万 | 1.47% | 97,074 | -5,474 | -5.3% | -$27.63万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $471.00万 | 1.41% | 13,449 | -7 | -0.1% | -$2,451 | 减仓 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $386.93万 | 1.16% | 153,847 | 4,440 | 3.0% | $11.17万 | 加仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $362.42万 | 1.08% | 22,754 | -79 | -0.3% | -$1.26万 | 减仓 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $336.44万 | 1.01% | 42,826 | 200 | 0.5% | $1.57万 | 加仓 |
| IWB | ISHARES TR RUSSELL 1000 INDEX ETF | $322.32万 | 0.96% | 8,296 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON.COM INC | $317.56万 | 0.95% | 12,790 | -898 | -6.6% | -$22.30万 | 减仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $244.62万 | 0.73% | 51,079 | 1,493 | 3.0% | $7.15万 | 加仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $230.91万 | 0.69% | 45,597 | -333 | -0.7% | -$1.69万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $178.48万 | 0.53% | 8,833 | -185 | -2.1% | -$3.74万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC COM | $147.36万 | 0.44% | 350 | 336 | 2,400.0% | $141.47万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $137.66万 | 0.41% | 14,186 | -18 | -0.1% | -$1,747 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $136.50万 | 0.41% | 1,926 | 0 | 0.0% | — | 不变 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $135.19万 | 0.40% | 2,019 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $126.14万 | 0.38% | 19,966 | -90 | -0.4% | -$5,686 | 减仓 |
| MSFT | MICROSOFT | $123.42万 | 0.37% | 2,952 | -69 | -2.3% | -$2.88万 | 减仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $117.33万 | 0.35% | 23,396 | -221 | -0.9% | -$1.11万 | 减仓 |
| IGSB | ISHARES 1-3 YR CREDIT BOND ETF | $104.94万 | 0.31% | 19,901 | -335 | -1.7% | -$1.77万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $95.68万 | 0.29% | 959 | -43 | -4.3% | -$4.29万 | 减仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $69.43万 | 0.21% | 6,635 | -121 | -1.8% | -$1.27万 | 减仓 |
| NFLX | NETFLIX COM INC | $56.18万 | 0.17% | 5,924 | -146 | -2.4% | -$1.38万 | 减仓 |
| AAPL | APPLE INC | $40.62万 | 0.12% | 1,487 | -86 | -5.5% | -$2.35万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $31.87万 | 0.10% | 675 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES US REAL ESTATE ETF | $25.60万 | 0.08% | 2,480 | -271 | -9.9% | -$2.80万 | 减仓 |
| MUB | ISHARES AMT-FREE MUNI BOND ETF | $24.62万 | 0.07% | 2,292 | -221,131 | -99.0% | -$2,375.03万 | 减仓 |
| CAT | CATERPILLAR INC COM | $23.79万 | 0.07% | 298 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $21.47万 | 0.06% | 640 | -60 | -8.6% | -$2.01万 | 减仓 |
| NTES | NETEASE COM INC SPONSORED ADS | $21.13万 | 0.06% | 1,788 | 10 | 0.6% | $1,182 | 加仓 |
| IYF | ISHARES U.S. FINANCIALS ETF | $15.10万 | 0.05% | 1,200 | 0 | 0.0% | — | 不变 |
| RWX | STATE STREET SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF | $13.47万 | 0.04% | 4,686 | -147 | -3.0% | -$4,225 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $13.26万 | 0.04% | 909 | 26 | 2.9% | $3,791 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $11.00万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $10.08万 | 0.03% | 1,240 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $8.86万 | 0.03% | 1,348 | -882 | -39.6% | -$5.79万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $8.09万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $8.06万 | 0.02% | 358 | 41 | 12.9% | $9,235 | 加仓 |
| META | META PLATFORMS INC CL A | $7.38万 | 0.02% | 110 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $7.26万 | 0.02% | 533 | 0 | 0.0% | — | 不变 |
| NUEM | NUVEEN ESG EMERGING MARKETS EQUITY ETF | $7.11万 | 0.02% | 1,755 | -213 | -10.8% | -$8,629 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $6.57万 | 0.02% | 469 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC COM | $6.51万 | 0.02% | 369 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $6.35万 | 0.02% | 129 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $5.98万 | 0.02% | 126 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $5.82万 | 0.02% | 256 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $5.78万 | 0.02% | 283 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC COM | $5.71万 | 0.02% | 221 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $5.66万 | 0.02% | 180 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $5.65万 | 0.02% | 890 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $5.60万 | 0.02% | 757 | -243,343 | -99.7% | -$1,801.09万 | 减仓 |
| TSLA | TESLA INC COM | $5.19万 | 0.02% | 132 | -100 | -43.1% | -$3.93万 | 减仓 |
| SBUX | STARBUCKS CORP | $5.12万 | 0.02% | 517 | -151 | -22.6% | -$1.49万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $4.82万 | 0.01% | 152 | -50 | -24.8% | -$1.58万 | 减仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $3.86万 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $3.81万 | 0.01% | 643 | 3 | 0.5% | $178 | 加仓 |
| IJK | ISHARES S&P MIDCAP 400 GROWTH INDEX | $3.70万 | 0.01% | 335 | -12 | -3.5% | -$1,325 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $3.69万 | 0.01% | 2,181 | -680 | -23.8% | -$1.15万 | 减仓 |
| IJJ | ISHARES S&P MIDCAP 400 VALUE ETF | $3.54万 | 0.01% | 249 | -7 | -2.7% | -$996 | 减仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $3.26万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE | $3.26万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $3.20万 | 0.01% | 546 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES AGGREGATE BOND ETF | $3.14万 | 0.01% | 314 | 3 | 1.0% | $300 | 加仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $3.13万 | 0.01% | 379 | -85 | -18.3% | -$7,021 | 减仓 |
| CCJ | CAMECO CORP COM | $3.09万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $2.99万 | 0.01% | 129 | -31 | -19.4% | -$7,175 | 减仓 |
| RTX | RTX CORPORATION COM | $2.90万 | 0.01% | 148 | -147 | -49.8% | -$2.88万 | 减仓 |
| IVT | INLAND AMERICAN REIT | $2.76万 | 0.01% | 844 | 7 | 0.8% | $229 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $2.71万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $2.58万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $2.31万 | 0.01% | 114 | 1 | 0.9% | $203 | 加仓 |
| VTWV | VANGUARD RUSSELL 2000 VALUE ETF | $2.30万 | 0.01% | 126 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $2.08万 | 0.01% | 156 | 1 | 0.6% | $133 | 加仓 |
| BOX | BOX INC CL A | $2.08万 | 0.01% | 867 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC COM CL A | $2.04万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $2.03万 | 0.01% | 61 | -61 | -50.0% | -$2.03万 | 减仓 |
| WMT | WALMART INC COM | $1.94万 | 0.01% | 152 | 1 | 0.7% | $128 | 加仓 |
| APLD | APPLIED DIGITAL CORP COM NEW | $1.93万 | 0.01% | 600 | 100 | 20.0% | $3,219 | 加仓 |
| ALK | ALASKA AIR GROUP INC COM | $1.62万 | 0.00% | 371 | 169 | 83.7% | $7,362 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $1.54万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO COM | $1.52万 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO NASDAQ 100 ETF | $1.37万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| UEC | URANIUM ENERGY CORP COM | $1.36万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $1.31万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC COM | $1.09万 | 0.00% | 157 | 3 | 1.9% | $208 | 加仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC COM CL A | $1.00万 | 0.00% | 700 | 300 | 75.0% | $4,290 | 加仓 |
| KO | COCA COLA CO COM | $9,655 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC CL A | $8,997 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| NXE | NEXGEN ENERGY LTD COM | $8,897 | 0.00% | 700 | 0 | 0.0% | — | 不变 |