BostonPremier Wealth LLC
HANOVER MA · SEC CIK 0002053783
$2.35亿2026Q2 申报市值
79持仓数
80.7%前十大占比 · 第一大 27.4%
9 / 0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
VTI 加仓+$178.17万
QQQ 加仓+$103.39万
IJH 加仓+$67.62万
AVLV 加仓+$66.38万
DFUS 加仓+$61.69万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 减仓-$13.89万
BE 减仓-$10.99万
LMBS 减仓-$7.17万
FVD 减仓-$6.65万
AAPL 减仓-$3.27万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $6,457.06万 | 27.42% | 174,496 | 4,815 | 2.8% | $178.17万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,636.73万 | 15.44% | 49,385 | 1,404 | 2.9% | $103.39万 | 加仓 |
| IJH | ISHARES TR | $2,178.85万 | 9.25% | 282,564 | 8,769 | 3.2% | $67.62万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,852.71万 | 7.87% | 203,126 | 7,278 | 3.7% | $66.38万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,259.67万 | 5.35% | 153,731 | 7,529 | 5.1% | $61.69万 | 加仓 |
| IJR | ISHARES TR | $965.09万 | 4.10% | 65,072 | 1,949 | 3.1% | $28.91万 | 加仓 |
| AAPL | APPLE INC | $898.94万 | 3.82% | 31,066 | -113 | -0.4% | -$3.27万 | 减仓 |
| ARTY | ISHARES TR | $735.06万 | 3.12% | 96,515 | 395 | 0.4% | $3.01万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $557.60万 | 2.37% | 27,867 | 2,169 | 8.4% | $43.40万 | 加仓 |
| UTES | ETFIS SER TR I | $466.54万 | 1.98% | 57,076 | 2,674 | 4.9% | $21.86万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $381.78万 | 1.62% | 17,943 | 276 | 1.6% | $5.87万 | 加仓 |
| AMZN | AMAZON COM INC | $325.98万 | 1.38% | 13,677 | 104 | 0.8% | $2.48万 | 加仓 |
| GOOG | ALPHABET INC | $297.35万 | 1.26% | 8,416 | -27 | -0.3% | -$9,540 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $221.97万 | 0.94% | 22,739 | 245 | 1.1% | $2.39万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $191.08万 | 0.81% | 7,761 | 380 | 5.1% | $9.36万 | 加仓 |
| TSLA | TESLA INC | $156.17万 | 0.66% | 3,713 | 13 | 0.4% | $5,468 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $134.52万 | 0.57% | 4,018 | 190 | 5.0% | $6.36万 | 加仓 |
| MSFT | MICROSOFT CORP | $123.40万 | 0.52% | 3,308 | 410 | 14.1% | $15.29万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $119.55万 | 0.51% | 2,058 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $100.34万 | 0.43% | 2,724 | -50 | -1.8% | -$1.84万 | 减仓 |
| AVGO | BROADCOM INC | $99.24万 | 0.42% | 2,627 | 257 | 10.8% | $9.71万 | 加仓 |
| IVV | ISHARES TR | $92.92万 | 0.39% | 1,241 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $85.50万 | 0.36% | 3,096 | 451 | 17.1% | $12.46万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $82.56万 | 0.35% | 17,135 | -1,381 | -7.5% | -$6.65万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $78.18万 | 0.33% | 15,704 | -1,441 | -8.4% | -$7.17万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $71.53万 | 0.30% | 958 | 2 | 0.2% | $1,493 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $68.69万 | 0.29% | 3,797 | 1 | 0.0% | $181 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $68.11万 | 0.29% | 15,354 | 38 | 0.2% | $1,686 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $66.54万 | 0.28% | 2,620 | 8 | 0.3% | $2,032 | 加仓 |
| USMV | ISHARES TR | $65.88万 | 0.28% | 6,829 | -322 | -4.5% | -$3.11万 | 减仓 |
| VLUE | ISHARES TR | $65.56万 | 0.28% | 3,281 | -131 | -3.8% | -$2.62万 | 减仓 |
| META | META PLATFORMS INC | $63.99万 | 0.27% | 1,136 | 61 | 5.7% | $3.44万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $61.21万 | 0.26% | 3,603 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $59.61万 | 0.25% | 4,360 | -1,016 | -18.9% | -$13.89万 | 减仓 |
| XT | ISHARES TR | $58.38万 | 0.25% | 7,065 | -328 | -4.4% | -$2.71万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $58.10万 | 0.25% | 2,456 | 550 | 28.9% | $13.01万 | 加仓 |
| GOOGL | ALPHABET INC | $55.77万 | 0.24% | 1,561 | 351 | 29.0% | $12.54万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $54.25万 | 0.23% | 470 | 470 | — | $54.25万 | 新建仓 |
| OEF | ISHARES TR | $51.69万 | 0.22% | 1,413 | 37 | 2.7% | $1.35万 | 加仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $50.87万 | 0.22% | 4,589 | -48 | -1.0% | -$5,321 | 减仓 |
| STT | STATE STR CORP | $50.30万 | 0.21% | 2,966 | 12 | 0.4% | $2,035 | 加仓 |
| IAU | ISHARES GOLD TR | $49.84万 | 0.21% | 6,600 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $49.58万 | 0.21% | 1,747 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP | $42.80万 | 0.18% | 8,250 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $42.03万 | 0.18% | 12,508 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $41.81万 | 0.18% | 1,380 | 25 | 1.8% | $7,573 | 加仓 |
| CB | CHUBB LIMITED | $41.67万 | 0.18% | 1,223 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $38.96万 | 0.17% | 3,339 | 420 | 14.4% | $4.90万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $35.67万 | 0.15% | 12,319 | 33 | 0.3% | $956 | 加仓 |
| BE | BLOOM ENERGY CORP | $35.60万 | 0.15% | 1,176 | -363 | -23.6% | -$10.99万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $34.06万 | 0.14% | 1,880 | 279 | 17.4% | $5.05万 | 加仓 |
| IWV | ISHARES TR | $33.44万 | 0.14% | 784 | 146 | 22.9% | $6.23万 | 加仓 |
| EQL | ALPS ETF TR | $33.10万 | 0.14% | 6,561 | -50 | -0.8% | -$2,522 | 减仓 |
| IWP | ISHARES TR | $32.40万 | 0.14% | 2,213 | -4 | -0.2% | -$586 | 减仓 |
| GEV | GE VERNOVA INC | $31.39万 | 0.13% | 267 | 267 | — | $31.39万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $30.48万 | 0.13% | 2,079 | 5 | 0.2% | $733 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $29.80万 | 0.13% | 5,893 | -355 | -5.7% | -$1.80万 | 减仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $28.98万 | 0.12% | 6,478 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $28.17万 | 0.12% | 3,915 | 3 | 0.1% | $216 | 加仓 |
| ITOT | ISHARES TR | $27.86万 | 0.12% | 1,696 | 4 | 0.2% | $657 | 加仓 |
| IWS | ISHARES TR | $27.27万 | 0.12% | 1,656 | -5 | -0.3% | -$823 | 减仓 |
| VO | VANGUARD INDEX FDS | $27.07万 | 0.11% | 3,360 | 0 | 0.0% | — | 不变 |
| RECS | COLUMBIA ETF TR I | $24.93万 | 0.11% | 5,759 | -250 | -4.2% | -$1.08万 | 减仓 |
| MTUM | ISHARES TR | $24.57万 | 0.10% | 717 | 717 | — | $24.57万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $23.99万 | 0.10% | 25,550 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $23.78万 | 0.10% | 2,840 | 170 | 6.4% | $1.42万 | 加仓 |
| HACK | AMPLIFY ETF TR | $23.32万 | 0.10% | 2,223 | 2,223 | — | $23.32万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $23.26万 | 0.10% | 5,494 | 38 | 0.7% | $1,609 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $23.04万 | 0.10% | 8,319 | 34 | 0.4% | $942 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $21.99万 | 0.09% | 313 | 313 | — | $21.99万 | 新建仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $21.76万 | 0.09% | 4,919 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $20.87万 | 0.09% | 1,578 | 1,578 | — | $20.87万 | 新建仓 |
| T | AT&T INC | $20.54万 | 0.09% | 9,921 | 28 | 0.3% | $580 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $20.45万 | 0.09% | 268 | 268 | — | $20.45万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.37万 | 0.09% | 407 | -44 | -9.8% | -$2.20万 | 减仓 |
| IDEV | ISHARES TR | $20.23万 | 0.09% | 2,273 | 2,273 | — | $20.23万 | 新建仓 |
| MSIF | MSC INCOME FUND INC | $17.39万 | 0.07% | 15,033 | 177 | 1.2% | $2,048 | 加仓 |
| — | OXFORD SQUARE CAP CORP | $3.44万 | 0.01% | 26,026 | 0 | 0.0% | — | 不变 |
| — | CITIUS PHARMACEUTICALS INC | $1.69万 | 0.01% | 28,000 | 28,000 | — | $1.69万 | 新建仓 |