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 |
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD MID CAP | $5,413.87万 | 15.68% | 669,702 | 12,934 | 2.0% | $104.56万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $4,186.15万 | 12.13% | 60,572 | 772 | 1.3% | $53.35万 | 加仓 |
| 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 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $2,966.88万 | 8.59% | 420,237 | 5,468 | 1.3% | $38.60万 | 加仓 |
| SCZ | ISHARES MSCI EAFE SMALL CAP ETF | $2,856.71万 | 8.28% | 343,768 | 10,142 | 3.0% | $84.28万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $2,316.30万 | 6.71% | 294,695 | -2,470 | -0.8% | -$19.41万 | 减仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $2,301.74万 | 6.67% | 396,374 | 8,637 | 2.2% | $50.16万 | 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 |
| VB | VANGUARD SMALL CAP ETF | $1,443.85万 | 4.18% | 48,633 | 512 | 1.1% | $15.20万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $1,075.22万 | 3.11% | 110,199 | 3,321 | 3.1% | $32.40万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $822.27万 | 2.38% | 171,450 | 2,077 | 1.2% | $9.96万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $614.90万 | 1.78% | 8,143 | 15 | 0.2% | $1.13万 | 加仓 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $608.29万 | 1.76% | 39,189 | 735 | 1.9% | $11.41万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $499.18万 | 1.45% | 13,449 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $465.57万 | 1.35% | 92,578 | -4,496 | -4.6% | -$22.61万 | 减仓 |
| 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 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $351.95万 | 1.02% | 43,553 | 727 | 1.7% | $5.87万 | 加仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $348.31万 | 1.01% | 22,754 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR RUSSELL 1000 INDEX ETF | $341.36万 | 0.99% | 8,296 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON.COM INC | $315.47万 | 0.91% | 12,747 | -43 | -0.3% | -$1.06万 | 减仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $240.73万 | 0.70% | 45,810 | 213 | 0.5% | $1.12万 | 加仓 |
| 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 |
| NVDA | NVIDIA CORPORATION COM | $185.51万 | 0.54% | 8,759 | -74 | -0.8% | -$1.57万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $144.81万 | 0.42% | 1,926 | 0 | 0.0% | — | 不变 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $139.15万 | 0.40% | 2,019 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $137.59万 | 0.40% | 14,201 | 15 | 0.1% | $1,453 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $131.04万 | 0.38% | 19,955 | -11 | -0.1% | -$722 | 减仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $116.35万 | 0.34% | 23,312 | -84 | -0.4% | -$4,192 | 减仓 |
| MSFT | MICROSOFT | $111.84万 | 0.32% | 2,905 | -47 | -1.6% | -$1.81万 | 减仓 |
| IGSB | ISHARES 1-3 YR CREDIT BOND ETF | $102.97万 | 0.30% | 19,752 | -149 | -0.7% | -$7,767 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $88.51万 | 0.26% | 960 | 1 | 0.1% | $922 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $65.64万 | 0.19% | 5,978 | -657 | -9.9% | -$7.21万 | 减仓 |
| AAPL | APPLE INC | $46.86万 | 0.14% | 1,488 | 1 | 0.1% | $315 | 加仓 |
| NFLX | NETFLIX COM INC | $43.56万 | 0.13% | 5,924 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $40.72万 | 0.12% | 1,140 | 500 | 78.1% | $17.86万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $33.15万 | 0.10% | 675 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $27.81万 | 0.08% | 298 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES US REAL ESTATE ETF | $24.74万 | 0.07% | 2,388 | -92 | -3.7% | -$9,530 | 减仓 |
| NTES | NETEASE COM INC SPONSORED ADS | $23.09万 | 0.07% | 1,798 | 10 | 0.6% | $1,284 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $21.93万 | 0.06% | 400 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $14.53万 | 0.04% | 1,348 | 0 | 0.0% | — | 不变 |
| RWX | STATE STREET SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF | $12.83万 | 0.04% | 4,686 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $10.27万 | 0.03% | 1,240 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $9.89万 | 0.03% | 740 | -169 | -18.6% | -$2.26万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $9.85万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $7.79万 | 0.02% | 359 | 1 | 0.3% | $217 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $7.75万 | 0.02% | 533 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $7.27万 | 0.02% | 110 | 0 | 0.0% | — | 不变 |
| NUEM | NUVEEN ESG EMERGING MARKETS EQUITY ETF | $7.17万 | 0.02% | 1,755 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC COM | $7.08万 | 0.02% | 369 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $6.73万 | 0.02% | 774 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC COM | $6.59万 | 0.02% | 221 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $6.31万 | 0.02% | 256 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $6.21万 | 0.02% | 504 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $6.19万 | 0.02% | 283 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC COM | $6.12万 | 0.02% | 350 | -8,400 | -96.0% | -$146.88万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $6.12万 | 0.02% | 890 | 0 | 0.0% | — | 不变 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $5.80万 | 0.02% | 964 | 418 | 76.6% | $2.52万 | 加仓 |
| SBUX | STARBUCKS CORP | $5.52万 | 0.02% | 520 | 3 | 0.6% | $319 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $5.46万 | 0.02% | 180 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $5.26万 | 0.02% | 469 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $5.25万 | 0.02% | 133 | 1 | 0.8% | $395 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $5.21万 | 0.02% | 152 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $4.17万 | 0.01% | 504 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $3.82万 | 0.01% | 2,181 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P MIDCAP 400 GROWTH INDEX | $3.78万 | 0.01% | 333 | -2 | -0.6% | -$227 | 减仓 |
| IJJ | ISHARES S&P MIDCAP 400 VALUE ETF | $3.65万 | 0.01% | 249 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $3.48万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE | $3.45万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $3.30万 | 0.01% | 130 | 1 | 0.8% | $254 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $3.23万 | 0.01% | 645 | 2 | 0.3% | $100 | 加仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $3.11万 | 0.01% | 379 | 0 | 0.0% | — | 不变 |
| IVT | INLAND AMERICAN REIT | $3.00万 | 0.01% | 844 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES AGGREGATE BOND ETF | $2.93万 | 0.01% | 299 | -15 | -4.8% | -$1,470 | 减仓 |
| RTX | RTX CORPORATION COM | $2.86万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $2.80万 | 0.01% | 114 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $2.69万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $2.69万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| BOX | BOX INC CL A | $2.60万 | 0.01% | 867 | 0 | 0.0% | — | 不变 |
| VTWV | VANGUARD RUSSELL 2000 VALUE ETF | $2.43万 | 0.01% | 126 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP COM | $2.29万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $2.25万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $2.17万 | 0.01% | 785 | 5 | 0.6% | $138 | 加仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $2.10万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC COM | $1.76万 | 0.01% | 375 | 4 | 1.1% | $187 | 加仓 |
| WMT | WALMART INC COM | $1.73万 | 0.01% | 152 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP COM NEW | $1.71万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD COM SH BEN INT | $1.62万 | 0.00% | 1,498 | 1,498 | — | $1.62万 | 新建仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $1.59万 | 0.00% | 104 | 1 | 1.0% | $153 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $1.53万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC COM CL A | $1.39万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO COM | $1.32万 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $1.06万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| UEC | URANIUM ENERGY CORP COM | $9,351 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC CL A | $9,296 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC COM | $8,209 | 0.00% | 159 | 2 | 1.3% | $103 | 加仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $6,896 | 0.00% | 55 | 1 | 1.9% | $125 | 加仓 |
| NXE | NEXGEN ENERGY LTD COM | $6,552 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $6,395 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP CL A COM | $6,020 | 0.00% | 700 | 100 | 16.7% | $860 | 加仓 |