Boomfish Wealth Group, LLC
ALPHARETTA GA · SEC CIK 0002010786
$2.20亿2026Q2 申报市值
95持仓数
32.4%前十大占比 · 第一大 3.9%
9 / 1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
SGOV 新建仓+$384.76万
MSFT 加仓+$277.30万
AAPL 加仓+$227.09万
NVDA 加仓+$196.59万
GOOG 加仓+$165.61万
2026Q2 卖出最多 按季末市值估算
FTNT 减仓-$259.14万
BIL 减仓-$258.48万
KLAC 减仓-$235.55万
PANW 减仓-$226.85万
AMD 减仓-$134.19万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $853.21万 | 3.89% | 42,642 | 9,825 | 29.9% | $196.59万 | 加仓 |
| AGG | ISHARES TR | $802.10万 | 3.65% | 81,036 | -129 | -0.2% | -$1.28万 | 减仓 |
| BIL | SPDR SERIES TRUST | $778.58万 | 3.55% | 84,960 | -28,206 | -24.9% | -$258.48万 | 减仓 |
| MOAT | VANECK ETF TRUST | $748.46万 | 3.41% | 71,995 | -1,386 | -1.9% | -$14.41万 | 减仓 |
| AAPL | APPLE INC | $737.67万 | 3.36% | 25,493 | 7,848 | 44.5% | $227.09万 | 加仓 |
| AMAT | APPLIED MATLS INC | $669.87万 | 3.05% | 9,265 | -1,565 | -14.5% | -$113.15万 | 减仓 |
| GOOG | ALPHABET INC | $667.37万 | 3.04% | 18,888 | 4,687 | 33.0% | $165.61万 | 加仓 |
| TLT | ISHARES TR | $630.91万 | 2.87% | 73,005 | 3,339 | 4.8% | $28.86万 | 加仓 |
| MSFT | MICROSOFT CORP | $616.00万 | 2.81% | 16,514 | 7,434 | 81.9% | $277.30万 | 加仓 |
| KLAC | KLA CORP | $614.68万 | 2.80% | 20,373 | -7,807 | -27.7% | -$235.55万 | 减仓 |
| AMZN | AMAZON COM INC | $519.31万 | 2.37% | 21,789 | 4,007 | 22.5% | $95.50万 | 加仓 |
| ASML | ASML HLDG NV | $493.58万 | 2.25% | 2,481 | -449 | -15.3% | -$89.33万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $456.57万 | 2.08% | 93,435 | -3,239 | -3.4% | -$15.83万 | 减仓 |
| AVGO | BROADCOM INC | $433.19万 | 1.97% | 11,468 | 2,096 | 22.4% | $79.17万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $423.88万 | 1.93% | 24,952 | 95 | 0.4% | $1.61万 | 加仓 |
| SGOV | ISHARES TR | $384.76万 | 1.75% | 38,220 | 38,220 | — | $384.76万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $383.49万 | 1.75% | 8,030 | -53 | -0.7% | -$2.53万 | 减仓 |
| META | META PLATFORMS INC | $357.29万 | 1.63% | 6,343 | 1,531 | 31.8% | $86.24万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $354.12万 | 1.61% | 10,384 | -6,652 | -39.0% | -$226.85万 | 减仓 |
| TSLA | TESLA INC | $341.19万 | 1.55% | 8,112 | 1,590 | 24.4% | $66.88万 | 加仓 |
| V | VISA INC | $340.94万 | 1.55% | 9,937 | 216 | 2.2% | $7.41万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $324.99万 | 1.48% | 19,940 | -471 | -2.3% | -$7.68万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $319.65万 | 1.46% | 6,224 | 416 | 7.2% | $21.36万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $306.15万 | 1.39% | 9,353 | 222 | 2.4% | $7.27万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $301.82万 | 1.37% | 16,933 | 3,358 | 24.7% | $59.85万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $291.89万 | 1.33% | 5,729 | 305 | 5.6% | $15.54万 | 加仓 |
| MELI | MERCADOLIBRE INC | $291.27万 | 1.33% | 1,716 | 343 | 25.0% | $58.22万 | 加仓 |
| LOW | LOWES COS INC | $291.13万 | 1.33% | 13,204 | 103 | 0.8% | $2.27万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $289.31万 | 1.32% | 26,913 | 5,948 | 28.4% | $63.94万 | 加仓 |
| BILZ | PIMCO ETF TR | $286.93万 | 1.31% | 28,428 | 7,932 | 38.7% | $80.06万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $274.89万 | 1.25% | 5,534 | -929 | -14.4% | -$46.15万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $273.75万 | 1.25% | 5,460 | -238 | -4.2% | -$11.93万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $262.95万 | 1.20% | 5,255 | 696 | 15.3% | $34.83万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $262.34万 | 1.19% | 21,309 | 2,874 | 15.6% | $35.38万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $254.58万 | 1.16% | 6,125 | -1,292 | -17.4% | -$53.70万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $253.93万 | 1.16% | 27,843 | -13,306 | -32.3% | -$121.35万 | 减仓 |
| FTNT | FORTINET INC | $251.83万 | 1.15% | 16,393 | -16,869 | -50.7% | -$259.14万 | 减仓 |
| — | EXXON MOBIL CORP | $233.69万 | 1.06% | 17,092 | -174 | -1.0% | -$2.38万 | 减仓 |
| RTX | RTX CORPORATION | $231.39万 | 1.05% | 12,196 | 11 | 0.1% | $2,087 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $229.77万 | 1.05% | 9,047 | -744 | -7.6% | -$18.90万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $223.43万 | 1.02% | 7,547 | 1,557 | 26.0% | $46.10万 | 加仓 |
| BAC | BANK OF AMER CORP | $217.55万 | 0.99% | 38,180 | -73 | -0.2% | -$4,160 | 减仓 |
| BOND | PIMCO ETF TR | $216.28万 | 0.99% | 23,455 | 10,861 | 86.2% | $100.15万 | 加仓 |
| ENB | ENBRIDGE INC | $207.12万 | 0.94% | 38,207 | -366 | -0.9% | -$1.98万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $206.57万 | 0.94% | 3,556 | -2,310 | -39.4% | -$134.19万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $204.84万 | 0.93% | 13,969 | 281 | 2.1% | $4.12万 | 加仓 |
| AMGN | AMGEN INC | $203.98万 | 0.93% | 5,633 | 33 | 0.6% | $1.19万 | 加仓 |
| UNP | UNION PAC CORP | $202.99万 | 0.92% | 7,463 | -94 | -1.2% | -$2.56万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $200.19万 | 0.91% | 22,808 | -222 | -1.0% | -$1.95万 | 减仓 |
| VEEV | VEEVA SYS INC | $190.18万 | 0.87% | 10,716 | -828 | -7.2% | -$14.69万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $183.78万 | 0.84% | 10,234 | -116 | -1.1% | -$2.08万 | 减仓 |
| NOW | SERVICENOW INC | $175.32万 | 0.80% | 17,659 | -1,724 | -8.9% | -$17.12万 | 减仓 |
| CRM | SALESFORCE INC | $169.11万 | 0.77% | 10,795 | -534 | -4.7% | -$8.37万 | 减仓 |
| LIN | LINDE PLC | $150.54万 | 0.69% | 2,901 | 71 | 2.5% | $3.68万 | 加仓 |
| PEP | PEPSICO INC | $147.06万 | 0.67% | 10,861 | 86 | 0.8% | $1.16万 | 加仓 |
| WDAY | WORKDAY INC | $143.53万 | 0.65% | 11,724 | -1,865 | -13.7% | -$22.83万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $136.72万 | 0.62% | 989 | -224 | -18.5% | -$30.96万 | 减仓 |
| NFLX | NETFLIX INC. | $128.78万 | 0.59% | 18,037 | 4,644 | 34.7% | $33.16万 | 加仓 |
| GOOGL | ALPHABET INC | $113.22万 | 0.52% | 3,168 | 135 | 4.5% | $4.82万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $102.16万 | 0.47% | 2,569 | 370 | 16.8% | $14.71万 | 加仓 |
| PAYX | PAYCHEX INC | $97.96万 | 0.45% | 9,962 | -2,132 | -17.6% | -$20.96万 | 减仓 |
| HON | HONEYWELL INTL INC | $88.40万 | 0.40% | 3,948 | -4,038 | -50.6% | -$90.41万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $86.60万 | 0.39% | 3,917 | 3,917 | — | $86.60万 | 新建仓 |
| HD | HOME DEPOT INC | $84.61万 | 0.39% | 2,399 | 46 | 2.0% | $1.62万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $77.97万 | 0.36% | 6,266 | 44 | 0.7% | $5,475 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $74.99万 | 0.34% | 2,216 | -1,051 | -32.2% | -$35.56万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $71.95万 | 0.33% | 1,917 | -1,351 | -41.3% | -$50.71万 | 减仓 |
| ADSK | AUTODESK INC | $69.27万 | 0.32% | 3,563 | -59 | -1.6% | -$1.15万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $61.15万 | 0.28% | 19,344 | -152 | -0.8% | -$4,805 | 减仓 |
| CORP | PIMCO ETF TR | $59.11万 | 0.27% | 6,100 | 225 | 3.8% | $2.18万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $58.63万 | 0.27% | 627 | 30 | 5.0% | $2.81万 | 加仓 |
| FISV | FISERV INC | $50.81万 | 0.23% | 10,359 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $49.89万 | 0.23% | 18,826 | 7,782 | 70.5% | $20.62万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $44.58万 | 0.20% | 597 | 9 | 1.5% | $6,721 | 加仓 |
| DAL | DELTA AIR LINES INC | $44.00万 | 0.20% | 4,698 | 4,698 | — | $44.00万 | 新建仓 |
| WMT | WALMART INC | $42.72万 | 0.19% | 3,772 | 203 | 5.7% | $2.30万 | 加仓 |
| SAIA | SAIA INC | $42.03万 | 0.19% | 998 | 318 | 46.8% | $13.39万 | 加仓 |
| KO | COCA COLA CO | $40.24万 | 0.18% | 4,951 | 30 | 0.6% | $2,438 | 加仓 |
| CAT | CATERPILLAR INC | $39.51万 | 0.18% | 371 | 17 | 4.8% | $1.81万 | 加仓 |
| ABBV | ABBVIE INC | $36.31万 | 0.17% | 1,443 | 72 | 5.3% | $1.81万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $35.85万 | 0.16% | 3,073 | 193 | 6.7% | $2.25万 | 加仓 |
| CVX | CHEVRON CORPORATION | $33.90万 | 0.15% | 2,045 | 63 | 3.2% | $1.04万 | 加仓 |
| PYLD | PIMCO ETF TR | $32.00万 | 0.15% | 12,068 | 12,068 | — | $32.00万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $31.39万 | 0.14% | 9,898 | 625 | 6.7% | $1.98万 | 加仓 |
| TFLO | ISHARES TR | $31.29万 | 0.14% | 6,180 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $26.95万 | 0.12% | 3,067 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $26.51万 | 0.12% | 7,834 | 7,834 | — | $26.51万 | 新建仓 |
| AVIG | AMERICAN CENTY ETF TR | $25.05万 | 0.11% | 6,049 | 6,049 | — | $25.05万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $24.52万 | 0.11% | 357 | 6 | 1.7% | $4,121 | 加仓 |
| IVV | ISHARES TR | $23.58万 | 0.11% | 315 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $21.89万 | 0.10% | 2,526 | 2,526 | — | $21.89万 | 新建仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $20.46万 | 0.09% | 3,913 | 3,913 | — | $20.46万 | 新建仓 |
| SCEP | STERLING CAP FDS | $20.43万 | 0.09% | 8,174 | 8,174 | — | $20.43万 | 新建仓 |
| — | ESPERION THERAPEUTICS INC NE | $14.32万 | 0.07% | 45,306 | 0 | 0.0% | — | 不变 |
| — | CARDIOL THERAPEUTICS INC | $1.53万 | 0.01% | 14,423 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -759 | -100.0% | -$20.19万 | 清仓 |