BostonPremier Wealth LLC
HANOVER MA · SEC CIK 0002053783
$1.94亿2026Q1 申报市值
70持仓数
80.5%前十大占比 · 第一大 28.1%
5 / 4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
VTI 加仓+$86.17万
QQQ 加仓+$73.88万
AVLV 加仓+$56.16万
DFUS 加仓+$39.94万
NBIS 新建仓+$27.44万
2026Q1 卖出最多 按季末市值估算
BSX 清仓-$24.10万
FTNT 清仓-$23.23万
GBTC 清仓-$21.23万
NOW 清仓-$20.91万
LMBS 减仓-$14.23万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $5,443.53万 | 28.13% | 169,681 | 2,686 | 1.6% | $86.17万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,769.39万 | 14.31% | 47,981 | 1,280 | 2.7% | $73.88万 | 加仓 |
| IJH | ISHARES TR | $1,848.93万 | 9.55% | 273,795 | 2,946 | 1.1% | $19.89万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,578.73万 | 8.16% | 195,848 | 6,967 | 3.7% | $56.16万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,036.72万 | 5.36% | 146,202 | 5,632 | 4.0% | $39.94万 | 加仓 |
| AAPL | APPLE INC | $791.30万 | 4.09% | 31,179 | -213 | -0.7% | -$5.41万 | 减仓 |
| IJR | ISHARES TR | $784.69万 | 4.05% | 63,123 | 1,668 | 2.7% | $20.74万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $448.18万 | 2.32% | 25,698 | -278 | -1.1% | -$4.85万 | 减仓 |
| ARTY | ISHARES TR | $447.25万 | 2.31% | 96,120 | 4,122 | 4.5% | $19.18万 | 加仓 |
| UTES | ETFIS SER TR I | $434.67万 | 2.25% | 54,402 | 2,559 | 4.9% | $20.45万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $339.07万 | 1.75% | 17,667 | 860 | 5.1% | $16.51万 | 加仓 |
| AMZN | AMAZON COM INC | $282.68万 | 1.46% | 13,573 | -657 | -4.6% | -$13.68万 | 减仓 |
| GOOG | ALPHABET INC | $242.19万 | 1.25% | 8,443 | 257 | 3.1% | $7.37万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $219.60万 | 1.13% | 22,494 | 349 | 1.6% | $3.41万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $151.90万 | 0.78% | 7,381 | -158 | -2.1% | -$3.25万 | 减仓 |
| TSLA | TESLA INC | $137.55万 | 0.71% | 3,700 | 123 | 3.4% | $4.57万 | 加仓 |
| GLD | SPDR GOLD TR | $119.38万 | 0.62% | 2,774 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $107.29万 | 0.55% | 2,898 | -288 | -9.0% | -$10.66万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $95.93万 | 0.50% | 3,828 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $91.21万 | 0.47% | 5,376 | 127 | 2.4% | $2.15万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $87.08万 | 0.45% | 18,516 | -2,347 | -11.2% | -$11.04万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $85.40万 | 0.44% | 17,145 | -2,856 | -14.3% | -$14.23万 | 减仓 |
| IVV | ISHARES TR | $81.04万 | 0.42% | 1,241 | 1 | 0.1% | $653 | 加仓 |
| AVGO | BROADCOM INC | $73.36万 | 0.38% | 2,370 | 1 | 0.0% | $310 | 加仓 |
| USMV | ISHARES TR | $66.32万 | 0.34% | 7,151 | -314 | -4.2% | -$2.91万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $63.85万 | 0.33% | 2,612 | 36 | 1.4% | $8,801 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $62.76万 | 0.32% | 3,796 | 100 | 2.7% | $1.65万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $62.20万 | 0.32% | 956 | 8 | 0.8% | $5,205 | 加仓 |
| META | META PLATFORMS INC | $61.51万 | 0.32% | 1,075 | 91 | 9.2% | $5.21万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $59.52万 | 0.31% | 15,316 | 38 | 0.2% | $1,477 | 加仓 |
| IAU | ISHARES GOLD TR | $58.19万 | 0.30% | 6,600 | 130 | 2.0% | $1.15万 | 加仓 |
| XT | ISHARES TR | $50.38万 | 0.26% | 7,393 | -16 | -0.2% | -$1,090 | 减仓 |
| VLUE | ISHARES TR | $48.52万 | 0.25% | 3,412 | 4 | 0.1% | $569 | 加仓 |
| XAR | SPDR SERIES TRUST | $44.36万 | 0.23% | 1,747 | 74 | 4.4% | $1.88万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $44.24万 | 0.23% | 3,603 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $43.77万 | 0.23% | 1,376 | 3 | 0.2% | $954 | 加仓 |
| MAIN | MAIN STR CAP CORP | $43.69万 | 0.23% | 8,250 | -1,300 | -13.6% | -$6.88万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $42.70万 | 0.22% | 2,919 | 101 | 3.6% | $1.48万 | 加仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $41.96万 | 0.22% | 4,637 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $41.87万 | 0.22% | 2,058 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $41.00万 | 0.21% | 1,906 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $40.69万 | 0.21% | 12,508 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $39.86万 | 0.21% | 1,223 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $37.39万 | 0.19% | 2,954 | 12 | 0.4% | $1,519 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $35.02万 | 0.18% | 1,601 | -89 | -5.3% | -$1.95万 | 减仓 |
| GOOGL | ALPHABET INC | $34.80万 | 0.18% | 1,210 | -12 | -1.0% | -$3,451 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $32.19万 | 0.17% | 1,355 | 2 | 0.1% | $475 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $31.62万 | 0.16% | 6,248 | 434 | 7.5% | $2.20万 | 加仓 |
| EQL | ALPS ETF TR | $31.44万 | 0.16% | 6,611 | 324 | 5.2% | $1.54万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $30.84万 | 0.16% | 12,286 | -219 | -1.8% | -$5,497 | 减仓 |
| PG | PROCTER & GAMBLE CO | $29.96万 | 0.15% | 2,074 | 4 | 0.2% | $578 | 加仓 |
| T | AT&T INC | $28.68万 | 0.15% | 9,893 | -260 | -2.6% | -$7,537 | 减仓 |
| IWP | ISHARES TR | $28.40万 | 0.15% | 2,217 | -13 | -0.6% | -$1,665 | 减仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $27.47万 | 0.14% | 6,478 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $27.44万 | 0.14% | 2,645 | 2,645 | — | $27.44万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $27.39万 | 0.14% | 5,456 | 70 | 1.3% | $3,514 | 加仓 |
| MO | ALTRIA GROUP INC | $25.81万 | 0.13% | 3,912 | 4 | 0.1% | $264 | 加仓 |
| RITM | RITHM CAPITAL CORP | $24.22万 | 0.13% | 25,550 | -5,100 | -16.6% | -$4.83万 | 减仓 |
| IWS | ISHARES TR | $24.21万 | 0.13% | 1,661 | -6 | -0.4% | -$874 | 减仓 |
| VO | VANGUARD INDEX FDS | $24.12万 | 0.12% | 840 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $24.09万 | 0.12% | 1,692 | 4 | 0.2% | $570 | 加仓 |
| IWV | ISHARES TR | $23.63万 | 0.12% | 638 | 2 | 0.3% | $741 | 加仓 |
| RECS | COLUMBIA ETF TR I | $23.42万 | 0.12% | 6,009 | 465 | 8.4% | $1.81万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.61万 | 0.11% | 451 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $20.85万 | 0.11% | 1,539 | 1,539 | — | $20.85万 | 新建仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $20.51万 | 0.11% | 4,919 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $20.51万 | 0.11% | 8,285 | 8,285 | — | $20.51万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $20.05万 | 0.10% | 2,670 | 2,670 | — | $20.05万 | 新建仓 |
| MSIF | MSC INCOME FUND INC | $18.09万 | 0.09% | 14,856 | 14,856 | — | $18.09万 | 新建仓 |
| — | OXFORD SQUARE CAP CORP | $4.61万 | 0.02% | 26,026 | -9,200 | -26.1% | -$1.63万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,528 | -100.0% | -$24.10万 | 清仓 |
| FTNT | FORTINET INC | $0 | 0.00% | 0 | -2,925 | -100.0% | -$23.23万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -3,106 | -100.0% | -$21.23万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,365 | -100.0% | -$20.91万 | 清仓 |