BOYUM WEALTH ARCHITECTS LLC
BLOOMINGTON MN · SEC CIK 0002068635
$2.39亿2026Q1 申报市值
73持仓数
74.6%前十大占比 · 第一大 17.5%
7 / 7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
AVEM 加仓+$494.40万
SGOV 新建仓+$493.96万
PRF 加仓+$360.12万
AVDS 新建仓+$332.68万
SCHB 加仓+$315.38万
2026Q1 卖出最多 按季末市值估算
TBIL 减仓-$490.16万
JEPI 减仓-$376.02万
JPST 减仓-$105.47万
RSP 清仓-$46.55万
DIMENSIONAL ETF 清仓-$41.67万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | $4,178.82万 | 17.46% | 1,502,092 | 113,366 | 8.2% | $315.38万 | 加仓 |
| PTRB | PGIM ETF TR | $2,730.22万 | 11.41% | 655,831 | 50,029 | 8.3% | $208.27万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $2,684.87万 | 11.22% | 518,214 | 69,507 | 15.5% | $360.12万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,130.32万 | 8.90% | 331,877 | 23,303 | 7.6% | $149.58万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,558.74万 | 6.51% | 174,512 | 34,969 | 25.1% | $312.34万 | 加仓 |
| RUNN | STRATEGIC TRUST | $1,335.96万 | 5.58% | 405,138 | 29,491 | 7.9% | $97.25万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,236.52万 | 5.17% | 136,587 | 54,612 | 66.6% | $494.40万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,072.97万 | 4.48% | 38,660 | 7,355 | 23.5% | $204.13万 | 加仓 |
| SGOV | ISHARES TR | $493.96万 | 2.06% | 49,194 | 49,194 | — | $493.96万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $422.44万 | 1.76% | 11,890 | 237 | 2.0% | $8.42万 | 加仓 |
| AVDS | AMERICAN CENTY ETF TR | $332.68万 | 1.39% | 43,374 | 43,374 | — | $332.68万 | 新建仓 |
| — | J P MORGAN EXCHANGE TRADED F | $283.67万 | 1.19% | 56,688 | 2,503 | 4.6% | $12.53万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $272.48万 | 1.14% | 76,219 | -5,496 | -6.7% | -$19.65万 | 减仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $269.36万 | 1.13% | 49,910 | 9,415 | 23.2% | $50.81万 | 加仓 |
| TBIL | RBB FD INC | $243.66万 | 1.02% | 48,849 | -98,268 | -66.8% | -$490.16万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $237.64万 | 0.99% | 50,724 | -1,600 | -3.1% | -$7.50万 | 减仓 |
| QUAL | ISHARES TR | $233.32万 | 0.97% | 11,263 | -231 | -2.0% | -$4.79万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $218.27万 | 0.91% | 38,415 | -66,178 | -63.3% | -$376.02万 | 减仓 |
| FAST | FASTENAL CO | $196.12万 | 0.82% | 43,669 | 47 | 0.1% | $2,111 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $178.67万 | 0.75% | 18,993 | 1,186 | 6.7% | $11.16万 | 加仓 |
| AAPL | APPLE INC | $177.34万 | 0.74% | 6,331 | -64 | -1.0% | -$1.79万 | 减仓 |
| IEFA | ISHARES TR | $168.47万 | 0.70% | 17,661 | -508 | -2.8% | -$4.85万 | 减仓 |
| IWF | ISHARES TR | $159.99万 | 0.67% | 13,327 | 10,179 | 323.3% | $122.20万 | 加仓 |
| AOR | ISHARES TR | $159.32万 | 0.67% | 23,509 | -5,228 | -18.2% | -$35.43万 | 减仓 |
| QQQ | INVESCO QQQ TR | $157.26万 | 0.66% | 2,333 | 66 | 2.9% | $4.45万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $144.43万 | 0.60% | 43,582 | -996 | -2.2% | -$3.30万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $144.39万 | 0.60% | 24,113 | 255 | 1.1% | $1.53万 | 加仓 |
| IXUS | ISHARES TR | $125.33万 | 0.52% | 13,444 | -263 | -1.9% | -$2.45万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $116.01万 | 0.48% | 36,414 | 2,876 | 8.6% | $9.16万 | 加仓 |
| PII | POLARIS INC | $112.14万 | 0.47% | 16,884 | 24 | 0.1% | $1,594 | 加仓 |
| SMMD | ISHARES TR | $107.78万 | 0.45% | 12,670 | -12 | -0.1% | -$1,021 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $100.55万 | 0.42% | 15,114 | -482 | -3.1% | -$3.21万 | 减仓 |
| GOOGL | ALPHABET INC | $95.27万 | 0.40% | 2,470 | -285 | -10.3% | -$10.99万 | 减仓 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $90.70万 | 0.38% | 28,979 | -1,502 | -4.9% | -$4.70万 | 减仓 |
| MSFT | MICROSOFT CORP | $81.78万 | 0.34% | 1,973 | -158 | -7.4% | -$6.55万 | 减仓 |
| AMZN | AMAZON COM INC | $73.96万 | 0.31% | 2,757 | 85 | 3.2% | $2.28万 | 加仓 |
| EEM | ISHARES TR | $72.21万 | 0.30% | 11,260 | 943 | 9.1% | $6.05万 | 加仓 |
| NFLT | ETFIS SER TR I | $70.55万 | 0.29% | 30,702 | -3,722 | -10.8% | -$8.55万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $70.02万 | 0.29% | 1,054 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $69.89万 | 0.29% | 970 | 381 | 64.7% | $27.45万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $66.94万 | 0.28% | 1,010 | 303 | 42.9% | $20.08万 | 加仓 |
| GGG | GRACO INC | $63.24万 | 0.26% | 7,986 | 0 | 0.0% | — | 不变 |
| FEGE | RBB FUND TRUST | $63.09万 | 0.26% | 12,878 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $63.01万 | 0.26% | 6,647 | 198 | 3.1% | $1.88万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $55.42万 | 0.23% | 17,125 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $55.14万 | 0.23% | 10,968 | -133 | -1.2% | -$6,686 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $53.60万 | 0.22% | 10,624 | -20,905 | -66.3% | -$105.47万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $50.01万 | 0.21% | 15,332 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $49.35万 | 0.21% | 1,767 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $48.36万 | 0.20% | 1,262 | -13 | -1.0% | -$4,982 | 减仓 |
| GDX | VANECK ETF TRUST | $48.02万 | 0.20% | 5,512 | -3,178 | -36.6% | -$27.68万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $45.13万 | 0.19% | 11,474 | 409 | 3.7% | $1.61万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $43.08万 | 0.18% | 2,171 | -350 | -13.9% | -$6.95万 | 减仓 |
| XEL | XCEL ENERGY INC | $40.00万 | 0.17% | 4,844 | 828 | 20.6% | $6.84万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $39.88万 | 0.17% | 8,745 | 8,745 | — | $39.88万 | 新建仓 |
| WMT | WALMART INC | $39.51万 | 0.17% | 3,002 | -318 | -9.6% | -$4.18万 | 减仓 |
| EFA | ISHARES TR | $38.83万 | 0.16% | 3,803 | -64 | -1.7% | -$6,534 | 减仓 |
| AVGO | BROADCOM INC | $37.75万 | 0.16% | 896 | -27 | -2.9% | -$1.14万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $36.31万 | 0.15% | 1,162 | -41 | -3.4% | -$1.28万 | 减仓 |
| MMM | 3M CO | $35.92万 | 0.15% | 2,521 | -124 | -4.7% | -$1.77万 | 减仓 |
| IJR | ISHARES TR | $34.62万 | 0.14% | 2,519 | 1 | 0.0% | $137 | 加仓 |
| HYMB | SPDR SERIES TRUST | $32.51万 | 0.14% | 13,005 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $32.22万 | 0.13% | 3,500 | -150 | -4.1% | -$1.38万 | 减仓 |
| GLD | SPDR GOLD TR | $32.03万 | 0.13% | 757 | -164 | -17.8% | -$6.94万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $30.68万 | 0.13% | 10,907 | 10,907 | — | $30.68万 | 新建仓 |
| XT | ISHARES TR | $28.22万 | 0.12% | 3,682 | 3,682 | — | $28.22万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $27.03万 | 0.11% | 4,593 | -168 | -3.5% | -$9,888 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $25.16万 | 0.11% | 3,192 | 3,192 | — | $25.16万 | 新建仓 |
| ORCL | ORACLE CORP | $23.95万 | 0.10% | 1,394 | -14 | -1.0% | -$2,406 | 减仓 |
| IEMG | ISHARES INC | $22.49万 | 0.09% | 2,860 | -126 | -4.2% | -$9,910 | 减仓 |
| META | META PLATFORMS INC | $22.46万 | 0.09% | 369 | -48 | -11.5% | -$2.92万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $21.74万 | 0.09% | 401 | 401 | — | $21.74万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $20.79万 | 0.09% | 915 | -34 | -3.6% | -$7,724 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -2,342 | -100.0% | -$46.55万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -5,595 | -100.0% | -$41.67万 | 清仓 |
| DFIC | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -9,616 | -100.0% | -$34.83万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -4,102 | -100.0% | -$34.41万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -2,599 | -100.0% | -$24.15万 | 清仓 |
| IRT | INDEPENDENCE RLTY TR INC | $0 | 0.00% | 0 | -14,052 | -100.0% | -$23.66万 | 清仓 |
| ACWI | ISHARES TR | $0 | 0.00% | 0 | -1,461 | -100.0% | -$21.21万 | 清仓 |