Box Hill Private Wealth LLC
SCOTTSDALE AZ · SEC CIK 0002094120
$1.25亿2026Q2 申报市值
67持仓数
59.7%前十大占比 · 第一大 16.3%
7 / 6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
EMXC 加仓+$116.75万
GME 新建仓+$83.84万
IVV 加仓+$66.73万
QQQM 加仓+$64.14万
VV 加仓+$62.73万
2026Q2 卖出最多 按季末市值估算
TSLA 减仓-$53.84万
IEMG 减仓-$39.61万
SMH 减仓-$30.83万
PLTR 清仓-$25.07万
ISRG 清仓-$24.06万
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 |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | $2,037.75万 | 16.35% | 59,252 | 1,824 | 3.2% | $62.73万 | 加仓 |
| IVV | ISHARES TR | $1,721.56万 | 13.81% | 22,988 | 891 | 4.0% | $66.73万 | 加仓 |
| QQQ | INVESCO QQQ TR | $897.73万 | 7.20% | 12,191 | 516 | 4.4% | $38.00万 | 加仓 |
| VB | VANGUARD INDEX FDS | $575.16万 | 4.61% | 18,975 | -119 | -0.6% | -$3.61万 | 减仓 |
| IEFA | ISHARES TR | $497.77万 | 3.99% | 51,540 | 1,612 | 3.2% | $15.57万 | 加仓 |
| IEMG | ISHARES INC | $490.05万 | 3.93% | 59,156 | -4,781 | -7.5% | -$39.61万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $317.19万 | 2.54% | 16,648 | 3,072 | 22.6% | $58.53万 | 加仓 |
| AAPL | APPLE INC | $305.31万 | 2.45% | 10,551 | 989 | 10.3% | $28.62万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $304.67万 | 2.44% | 15,226 | 1,687 | 12.5% | $33.76万 | 加仓 |
| IWB | ISHARES TR | $298.77万 | 2.40% | 7,296 | 331 | 4.8% | $13.55万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $280.57万 | 2.25% | 53,606 | -3,310 | -5.8% | -$17.32万 | 减仓 |
| SMH | VANECK ETF TRUST | $268.78万 | 2.16% | 4,098 | -470 | -10.3% | -$30.83万 | 减仓 |
| GOOG | ALPHABET INC | $251.89万 | 2.02% | 7,129 | 361 | 5.3% | $12.76万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $245.47万 | 1.97% | 8,102 | 2,117 | 35.4% | $64.14万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $225.53万 | 1.81% | 4,507 | -291 | -6.1% | -$14.56万 | 减仓 |
| CHAT | TIDAL TRUST II | $222.39万 | 1.78% | 22,537 | 2,775 | 14.0% | $27.38万 | 加仓 |
| ITOT | ISHARES TR | $207.75万 | 1.67% | 12,647 | 32 | 0.3% | $5,256 | 加仓 |
| TSLA | TESLA INC | $207.40万 | 1.66% | 4,931 | -1,280 | -20.6% | -$53.84万 | 减仓 |
| AVGO | BROADCOM INC | $188.52万 | 1.51% | 4,991 | 157 | 3.2% | $5.93万 | 加仓 |
| IQLT | ISHARES TR | $168.41万 | 1.35% | 33,987 | 1,369 | 4.2% | $6.78万 | 加仓 |
| MSFT | MICROSOFT CORP | $159.35万 | 1.28% | 4,272 | 21 | 0.5% | $7,833 | 加仓 |
| GOOGL | ALPHABET INC | $156.68万 | 1.26% | 4,384 | 62 | 1.4% | $2.22万 | 加仓 |
| EMXC | ISHARES INC | $143.54万 | 1.15% | 14,032 | 11,413 | 435.8% | $116.75万 | 加仓 |
| AMZN | AMAZON COM INC | $139.10万 | 1.12% | 5,836 | 691 | 13.4% | $16.47万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $129.93万 | 1.04% | 1,126 | 291 | 34.9% | $33.58万 | 加仓 |
| IJH | ISHARES TR | $119.11万 | 0.96% | 15,447 | 813 | 5.6% | $6.27万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $114.82万 | 0.92% | 25,240 | -2,131 | -7.8% | -$9.69万 | 减仓 |
| META | META PLATFORMS INC | $96.98万 | 0.78% | 1,722 | 81 | 4.9% | $4.56万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $86.30万 | 0.69% | 923 | -22 | -2.3% | -$2.06万 | 减仓 |
| GME | GAMESTOP CORP | $83.84万 | 0.67% | 37,969 | 37,969 | — | $83.84万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $82.08万 | 0.66% | 2,756 | 2 | 0.1% | $596 | 加仓 |
| VTI | VANGUARD INDEX FDS | $77.63万 | 0.62% | 2,098 | 6 | 0.3% | $2,220 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $77.24万 | 0.62% | 14,651 | 6,879 | 88.5% | $36.27万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $62.99万 | 0.51% | 1,319 | 271 | 25.9% | $12.94万 | 加仓 |
| LLY | ELI LILLY & CO | $62.35万 | 0.50% | 520 | 17 | 3.4% | $2.04万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $60.53万 | 0.49% | 1,849 | 21 | 1.1% | $6,875 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $57.40万 | 0.46% | 5,952 | 31 | 0.5% | $2,989 | 加仓 |
| QUAL | ISHARES TR | $55.63万 | 0.45% | 2,535 | 4 | 0.2% | $878 | 加仓 |
| ETN | EATON CORP PLC | $52.46万 | 0.42% | 1,231 | -21 | -1.7% | -$8,949 | 减仓 |
| V | VISA INC | $48.49万 | 0.39% | 1,413 | -67 | -4.5% | -$2.30万 | 减仓 |
| IWF | ISHARES TR | $48.17万 | 0.39% | 3,880 | 4 | 0.1% | $497 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $45.02万 | 0.36% | 775 | 775 | — | $45.02万 | 新建仓 |
| IWD | ISHARES TR | $43.10万 | 0.35% | 1,778 | 6 | 0.3% | $1,455 | 加仓 |
| MGC | VANGUARD WORLD FD | $41.25万 | 0.33% | 1,508 | 4 | 0.3% | $1,094 | 加仓 |
| INTC | INTEL CORP | $40.06万 | 0.32% | 2,869 | 2,869 | — | $40.06万 | 新建仓 |
| HYG | ISHARES TR | $39.31万 | 0.32% | 4,915 | -855 | -14.8% | -$6.84万 | 减仓 |
| — | EXXON MOBIL CORP | $37.26万 | 0.30% | 2,725 | 49 | 1.8% | $6,699 | 加仓 |
| SOXX | ISHARES TR | $37.16万 | 0.30% | 580 | 580 | — | $37.16万 | 新建仓 |
| COPX | GLOBAL X FDS | $36.70万 | 0.29% | 4,768 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $36.38万 | 0.29% | 5,234 | -685 | -11.6% | -$4.76万 | 减仓 |
| AMAT | APPLIED MATLS INC | $36.33万 | 0.29% | 502 | 502 | — | $36.33万 | 新建仓 |
| NFLX | NETFLIX INC. | $36.24万 | 0.29% | 5,076 | -360 | -6.6% | -$2.57万 | 减仓 |
| GE | GE AEROSPACE | $34.53万 | 0.28% | 924 | 60 | 6.9% | $2.24万 | 加仓 |
| — | REX ETF TR | $33.53万 | 0.27% | 13,506 | 13,506 | — | $33.53万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $32.16万 | 0.26% | 1,804 | -71 | -3.8% | -$1.27万 | 减仓 |
| FALN | ISHARES TR | $31.69万 | 0.25% | 11,635 | -999 | -7.9% | -$2.72万 | 减仓 |
| IVES | WEDBUSH SER TR | $31.55万 | 0.25% | 8,281 | -4,419 | -34.8% | -$16.84万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $28.63万 | 0.23% | 3,967 | -2 | -0.1% | -$144 | 减仓 |
| SPYM | SPDR SERIES TRUST | $28.18万 | 0.23% | 3,207 | 9 | 0.3% | $791 | 加仓 |
| CB | CHUBB LTD SWITZ | $27.73万 | 0.22% | 814 | -45 | -5.2% | -$1.53万 | 减仓 |
| ABBV | ABBVIE INC | $24.99万 | 0.20% | 993 | 16 | 1.6% | $4,027 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $24.93万 | 0.20% | 5,000 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $23.85万 | 0.19% | 10,173 | 104 | 1.0% | $2,438 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $23.38万 | 0.19% | 7,750 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $21.81万 | 0.17% | 428 | 428 | — | $21.81万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $21.73万 | 0.17% | 423 | -21 | -4.7% | -$1.08万 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $20.94万 | 0.17% | 5,572 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,714 | -100.0% | -$25.07万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -522 | -100.0% | -$24.06万 | 清仓 |
| CVX | CHEVRON CORP NEW | $0 | 0.00% | 0 | -1,063 | -100.0% | -$22.00万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,493 | -100.0% | -$21.40万 | 清仓 |
| XAR | SPDR SERIES TRUST | $0 | 0.00% | 0 | -810 | -100.0% | -$20.58万 | 清仓 |
| — | NYXOAH S A | $0 | 0.00% | 0 | -15,214 | -100.0% | -$4.44万 | 清仓 |