Boomfish Wealth Group, LLC
ALPHARETTA GA · SEC CIK 0002010786
$1.87亿2026Q1 申报市值
87持仓数
31.3%前十大占比 · 第一大 5.5%
8 / 6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
JPM 加仓+$236.74万
VNLA 加仓+$167.93万
BIL 加仓+$164.48万
LIN 新建仓+$140.30万
TSLA 加仓+$127.73万
2026Q1 卖出最多 按季末市值估算
ADBE 清仓-$236.28万
CSGP 清仓-$231.80万
AMAT 减仓-$149.94万
ECL 减仓-$144.74万
APD 清仓-$143.61万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | $1,037.05万 | 5.54% | 113,166 | 17,948 | 18.8% | $164.48万 | 加仓 |
| AGG | ISHARES TR | $805.73万 | 4.30% | 81,165 | -2,782 | -3.3% | -$27.62万 | 减仓 |
| MOAT | VANECK ETF TRUST | $709.59万 | 3.79% | 73,381 | 1,190 | 1.6% | $11.51万 | 加仓 |
| TLT | ISHARES TR | $603.94万 | 3.22% | 69,666 | 4,558 | 7.0% | $39.51万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $572.33万 | 3.06% | 32,817 | 246 | 0.8% | $4.29万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $472.35万 | 2.52% | 96,674 | 34,370 | 55.2% | $167.93万 | 加仓 |
| AAPL | APPLE INC | $447.82万 | 2.39% | 17,645 | 254 | 1.5% | $6.45万 | 加仓 |
| KLAC | KLA CORP | $414.96万 | 2.22% | 2,818 | -91 | -3.1% | -$13.40万 | 减仓 |
| GOOG | ALPHABET INC | $407.38万 | 2.17% | 14,201 | 117 | 0.8% | $3.36万 | 加仓 |
| ASML | ASML HLDG NV | $387.00万 | 2.07% | 2,930 | -364 | -11.1% | -$48.08万 | 减仓 |
| AMZN | AMAZON COM INC | $370.34万 | 1.98% | 17,782 | 167 | 0.9% | $3.48万 | 加仓 |
| AMAT | APPLIED MATLS INC | $370.14万 | 1.98% | 10,830 | -4,387 | -28.8% | -$149.94万 | 减仓 |
| MSFT | MICROSOFT CORP | $336.13万 | 1.79% | 9,080 | 281 | 3.2% | $10.40万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $327.80万 | 1.75% | 5,424 | -309 | -5.4% | -$18.67万 | 减仓 |
| LOW | LOWES COS INC | $309.56万 | 1.65% | 13,101 | 238 | 1.9% | $5.62万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $305.19万 | 1.63% | 24,857 | 412 | 1.7% | $5.06万 | 加仓 |
| V | VISA INC | $293.82万 | 1.57% | 9,721 | 145 | 1.5% | $4.38万 | 加仓 |
| — | EXXON MOBIL CORP | $292.94万 | 1.56% | 17,266 | 47 | 0.3% | $7,974 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $292.34万 | 1.56% | 20,411 | 197 | 1.0% | $2.82万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $290.20万 | 1.55% | 5,808 | 126 | 2.2% | $6.30万 | 加仓 |
| AVGO | BROADCOM INC | $290.08万 | 1.55% | 9,372 | 377 | 4.2% | $11.67万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $289.94万 | 1.55% | 18,435 | 343 | 1.9% | $5.39万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $288.60万 | 1.54% | 6,463 | 53 | 0.8% | $2.37万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $280.08万 | 1.50% | 5,698 | -10 | -0.2% | -$4,915 | 减仓 |
| META | META PLATFORMS INC | $275.31万 | 1.47% | 4,812 | 179 | 3.9% | $10.24万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $273.17万 | 1.46% | 8,083 | 3,653 | 82.5% | $123.45万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $273.12万 | 1.46% | 17,036 | 527 | 3.2% | $8.45万 | 加仓 |
| FTNT | FORTINET INC | $271.82万 | 1.45% | 33,262 | 477 | 1.5% | $3.90万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $268.60万 | 1.43% | 9,131 | 8,048 | 743.1% | $236.74万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $265.86万 | 1.42% | 41,149 | 326 | 0.8% | $2.11万 | 加仓 |
| TSLA | TESLA INC | $242.46万 | 1.29% | 6,522 | 3,436 | 111.3% | $127.73万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $239.34万 | 1.28% | 9,791 | -135 | -1.4% | -$3.30万 | 减仓 |
| MELI | MERCADOLIBRE INC | $237.39万 | 1.27% | 1,373 | 47 | 3.5% | $8.13万 | 加仓 |
| RTX | RTX CORPORATION | $235.05万 | 1.25% | 12,185 | -4 | -0.0% | -$772 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $228.64万 | 1.22% | 543 | 40 | 8.0% | $16.84万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $218.47万 | 1.17% | 4,559 | 45 | 1.0% | $2.16万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $214.90万 | 1.15% | 5,990 | 122 | 2.1% | $4.38万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $213.90万 | 1.14% | 23,030 | 428 | 1.9% | $3.98万 | 加仓 |
| CRM | SALESFORCE INC | $211.48万 | 1.13% | 11,329 | 230 | 2.1% | $4.29万 | 加仓 |
| ENB | ENBRIDGE INC | $208.83万 | 1.11% | 38,573 | 241 | 0.6% | $1.30万 | 加仓 |
| BILZ | PIMCO ETF TR | $206.94万 | 1.10% | 20,496 | 5,638 | 37.9% | $56.93万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $206.26万 | 1.10% | 20,965 | -634 | -2.9% | -$6.24万 | 减仓 |
| VEEV | VEEVA SYS INC | $202.78万 | 1.08% | 11,544 | 403 | 3.6% | $7.08万 | 加仓 |
| NOW | SERVICENOW INC | $202.65万 | 1.08% | 19,383 | 2,673 | 16.0% | $27.95万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $200.71万 | 1.07% | 7,417 | 1,605 | 27.6% | $43.43万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $197.72万 | 1.06% | 13,688 | 8,729 | 176.0% | $126.09万 | 加仓 |
| AMGN | AMGEN INC | $197.03万 | 1.05% | 5,600 | 10 | 0.2% | $3,518 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $186.53万 | 1.00% | 10,350 | 78 | 0.8% | $1.41万 | 加仓 |
| BAC | BANK AMERICA CORP | $186.48万 | 1.00% | 38,253 | 513 | 1.4% | $2.50万 | 加仓 |
| UNP | UNION PAC CORP | $183.34万 | 0.98% | 7,557 | 74 | 1.0% | $1.80万 | 加仓 |
| — | HONEYWELL INTL INC | $180.50万 | 0.96% | 7,986 | 149 | 1.9% | $3.37万 | 加仓 |
| WDAY | WORKDAY INC | $176.55万 | 0.94% | 13,589 | 2,891 | 27.0% | $37.56万 | 加仓 |
| PEP | PEPSICO INC | $167.32万 | 0.89% | 10,775 | 440 | 4.3% | $6.83万 | 加仓 |
| LIN | LINDE PLC | $140.30万 | 0.75% | 2,830 | 2,830 | — | $140.30万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $132.62万 | 0.71% | 1,213 | -15 | -1.2% | -$1.64万 | 减仓 |
| NFLX | NETFLIX INC. | $128.77万 | 0.69% | 13,393 | 10,073 | 303.4% | $96.85万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $123.38万 | 0.66% | 6,222 | 80 | 1.3% | $1.59万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $119.33万 | 0.64% | 5,866 | 5,866 | — | $119.33万 | 新建仓 |
| BOND | PIMCO ETF TR | $116.22万 | 0.62% | 12,594 | 12,594 | — | $116.22万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $115.61万 | 0.62% | 3,267 | 197 | 6.4% | $6.97万 | 加仓 |
| PAYX | PAYCHEX INC | $111.41万 | 0.59% | 12,094 | 758 | 6.7% | $6.98万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $101.37万 | 0.54% | 2,199 | 2,199 | — | $101.37万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $90.81万 | 0.48% | 3,268 | 79 | 2.5% | $2.20万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $88.32万 | 0.47% | 19,496 | 634 | 3.4% | $2.87万 | 加仓 |
| GOOGL | ALPHABET INC | $87.23万 | 0.47% | 3,033 | 67 | 2.3% | $1.93万 | 加仓 |
| ADSK | AUTODESK INC | $86.71万 | 0.46% | 3,622 | 142 | 4.1% | $3.40万 | 加仓 |
| HD | HOME DEPOT INC | $77.39万 | 0.41% | 2,353 | 12 | 0.5% | $3,947 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $59.45万 | 0.32% | 597 | -98 | -14.1% | -$9.76万 | 减仓 |
| FISV | FISERV INC | $57.80万 | 0.31% | 10,359 | -22 | -0.2% | -$1,228 | 减仓 |
| CORP | PIMCO ETF TR | $56.87万 | 0.30% | 5,875 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $44.35万 | 0.24% | 3,569 | 140 | 4.1% | $1.74万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $42.13万 | 0.22% | 2,880 | 56 | 2.0% | $8,192 | 加仓 |
| CVX | CHEVRON CORPORATION | $41.01万 | 0.22% | 1,982 | 62 | 3.2% | $1.28万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $38.24万 | 0.20% | 588 | -2 | -0.3% | -$1,301 | 减仓 |
| KO | COCA COLA CO | $37.42万 | 0.20% | 4,921 | -6 | -0.1% | -$456 | 减仓 |
| TFLO | ISHARES TR | $31.29万 | 0.17% | 6,180 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $29.82万 | 0.16% | 1,371 | 7 | 0.5% | $1,522 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $29.39万 | 0.16% | 11,044 | 11,044 | — | $29.39万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $28.45万 | 0.15% | 9,273 | 9,273 | — | $28.45万 | 新建仓 |
| CAT | CATERPILLAR INC | $25.08万 | 0.13% | 354 | -8 | -2.2% | -$5,668 | 减仓 |
| SAIA | SAIA INC | $23.89万 | 0.13% | 680 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $23.47万 | 0.13% | 3,067 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $20.97万 | 0.11% | 351 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $20.57万 | 0.11% | 315 | 315 | — | $20.57万 | 新建仓 |
| ECL | ECOLAB INC | $20.19万 | 0.11% | 759 | -5,441 | -87.8% | -$144.74万 | 减仓 |
| — | ESPERION THERAPEUTICS INC NE | $12.41万 | 0.07% | 45,306 | 0 | 0.0% | — | 不变 |
| — | CARDIOL THERAPEUTICS INC | $1.95万 | 0.01% | 14,423 | 14,423 | — | $1.95万 | 新建仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -6,751 | -100.0% | -$236.28万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -34,474 | -100.0% | -$231.80万 | 清仓 |
| APD | AIR PRODS & CHEMS INC | $0 | 0.00% | 0 | -5,814 | -100.0% | -$143.61万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -23,380 | -100.0% | -$125.86万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -5,127 | -100.0% | -$117.38万 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -15,271 | -100.0% | -$99.40万 | 清仓 |