BOYUM WEALTH ARCHITECTS LLC
BLOOMINGTON MN · SEC CIK 0002068635
$2.51亿2026Q2 申报市值
72持仓数
75.7%前十大占比 · 第一大 17.6%
1 / 2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 加仓+$240.23万
AVDE 加仓+$109.07万
RUNN 加仓+$106.70万
PRF 加仓+$94.95万
PTRB 加仓+$91.76万
2026Q2 卖出最多 按季末市值估算
IWF 减仓-$493.44万
TBIL 减仓-$147.47万
JMUB 清仓-$55.14万
FAST 减仓-$42.01万
QQQM 减仓-$39.27万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | $4,408.42万 | 17.55% | 1,522,245 | 20,153 | 1.3% | $58.36万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $2,917.14万 | 11.61% | 535,648 | 17,434 | 3.4% | $94.95万 | 加仓 |
| PTRB | PGIM ETF TR | $2,785.92万 | 11.09% | 678,169 | 22,338 | 3.4% | $91.76万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,296.24万 | 9.14% | 339,680 | 7,803 | 2.4% | $52.75万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,666.94万 | 6.64% | 186,730 | 12,218 | 7.0% | $109.07万 | 加仓 |
| RUNN | STRATEGIC TRUST | $1,455.96万 | 5.80% | 437,177 | 32,039 | 7.9% | $106.70万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,228.65万 | 4.89% | 135,017 | -1,570 | -1.1% | -$14.29万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,093.70万 | 4.35% | 37,320 | -1,340 | -3.5% | -$39.27万 | 减仓 |
| SGOV | ISHARES TR | $734.74万 | 2.93% | 73,093 | 23,899 | 48.6% | $240.23万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $430.09万 | 1.71% | 11,631 | -259 | -2.2% | -$9.58万 | 减仓 |
| AVDS | AMERICAN CENTY ETF TR | $346.70万 | 1.38% | 46,214 | 2,840 | 6.5% | $21.31万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $296.10万 | 1.18% | 63,897 | 13,173 | 26.0% | $61.04万 | 加仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $288.25万 | 1.15% | 49,707 | -203 | -0.4% | -$1.18万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $285.35万 | 1.14% | 56,979 | 291 | 0.5% | $1.46万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $275.25万 | 1.10% | 75,123 | -1,096 | -1.4% | -$4.02万 | 减仓 |
| QUAL | ISHARES TR | $243.64万 | 0.97% | 11,143 | -120 | -1.1% | -$2.62万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $205.65万 | 0.82% | 36,231 | -2,184 | -5.7% | -$12.40万 | 减仓 |
| AAPL | APPLE INC | $200.88万 | 0.80% | 6,331 | 0 | 0.0% | — | 不变 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $178.19万 | 0.71% | 18,789 | -204 | -1.1% | -$1.93万 | 减仓 |
| IEFA | ISHARES TR | $169.81万 | 0.68% | 17,661 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $163.45万 | 0.65% | 34,740 | -8,929 | -20.4% | -$42.01万 | 减仓 |
| QQQ | INVESCO QQQ TR | $160.19万 | 0.64% | 2,251 | -82 | -3.5% | -$5.84万 | 减仓 |
| IWF | ISHARES TR | $154.74万 | 0.62% | 12,726 | -40,582 | -76.1% | -$493.44万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $149.79万 | 0.60% | 43,582 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $149.12万 | 0.59% | 24,113 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $138.20万 | 0.55% | 20,172 | -3,337 | -14.2% | -$22.86万 | 减仓 |
| SMMD | ISHARES TR | $132.09万 | 0.53% | 14,764 | 2,094 | 16.5% | $18.74万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $129.28万 | 0.51% | 28,666 | 19,921 | 227.8% | $89.84万 | 加仓 |
| IXUS | ISHARES TR | $122.10万 | 0.49% | 13,049 | -395 | -2.9% | -$3.70万 | 减仓 |
| PII | POLARIS INC | $118.22万 | 0.47% | 17,663 | 779 | 4.6% | $5.21万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $108.18万 | 0.43% | 14,994 | -120 | -0.8% | -$8,658 | 减仓 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $107.63万 | 0.43% | 33,342 | 4,363 | 15.1% | $14.08万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $103.72万 | 0.41% | 31,854 | -4,560 | -12.5% | -$14.85万 | 减仓 |
| TBIL | RBB FD INC | $96.43万 | 0.38% | 19,313 | -29,536 | -60.5% | -$147.47万 | 减仓 |
| GOOGL | ALPHABET INC | $84.89万 | 0.34% | 2,408 | -62 | -2.5% | -$2.19万 | 减仓 |
| NFLT | ETFIS SER TR I | $83.66万 | 0.33% | 36,643 | 5,941 | 19.4% | $13.56万 | 加仓 |
| MSFT | MICROSOFT CORP | $77.11万 | 0.31% | 1,972 | -1 | -0.1% | -$391 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $74.68万 | 0.30% | 997 | 27 | 2.8% | $2.02万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $72.30万 | 0.29% | 1,054 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $71.63万 | 0.29% | 11,105 | -155 | -1.4% | -$9,998 | 减仓 |
| VOO | VANGUARD INDEX FDS | $69.56万 | 0.28% | 1,010 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $69.37万 | 0.28% | 2,805 | 48 | 1.7% | $1.19万 | 加仓 |
| FEGE | RBB FUND TRUST | $63.97万 | 0.25% | 12,878 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $63.68万 | 0.25% | 6,596 | -51 | -0.8% | -$4,924 | 减仓 |
| INMU | BLACKROCK ETF TRUST II | $60.57万 | 0.24% | 25,132 | 25,132 | — | $60.57万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $58.60万 | 0.23% | 17,125 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $51.86万 | 0.21% | 1,767 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $51.61万 | 0.21% | 15,037 | -295 | -1.9% | -$1.01万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $47.55万 | 0.19% | 11,430 | -44 | -0.4% | -$1,830 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $47.46万 | 0.19% | 16,736 | 5,829 | 53.4% | $16.53万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $44.19万 | 0.18% | 2,171 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $43.85万 | 0.17% | 8,694 | -1,930 | -18.2% | -$9.73万 | 减仓 |
| GDX | VANECK ETF TRUST | $40.44万 | 0.16% | 5,512 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $39.76万 | 0.16% | 2,521 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $38.99万 | 0.16% | 1,112 | -150 | -11.9% | -$5.26万 | 减仓 |
| XEL | XCEL ENERGY INC | $38.99万 | 0.16% | 4,844 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $38.87万 | 0.15% | 1,162 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $37.26万 | 0.15% | 3,609 | -194 | -5.1% | -$2.00万 | 减仓 |
| IJR | ISHARES TR | $36.52万 | 0.15% | 2,519 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $34.94万 | 0.14% | 4,727 | -3,259 | -40.8% | -$24.09万 | 减仓 |
| WMT | WALMART INC | $34.46万 | 0.14% | 3,002 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $34.41万 | 0.14% | 896 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $32.80万 | 0.13% | 13,005 | 0 | 0.0% | — | 不变 |
| XT | ISHARES TR | $31.38万 | 0.12% | 3,871 | 189 | 5.1% | $1.53万 | 加仓 |
| GLD | SPDR GOLD TR | $27.79万 | 0.11% | 757 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $27.37万 | 0.11% | 4,593 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $26.30万 | 0.10% | 3,192 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $26.12万 | 0.10% | 3,538 | 38 | 1.1% | $2,806 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $25.11万 | 0.10% | 268 | -133 | -33.2% | -$12.46万 | 减仓 |
| META | META PLATFORMS INC | $23.91万 | 0.10% | 364 | -5 | -1.4% | -$3,284 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $23.59万 | 0.09% | 915 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $22.45万 | 0.09% | 2,860 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -10,968 | -100.0% | -$55.14万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,394 | -100.0% | -$23.95万 | 清仓 |