Boyer Financial Services, Inc.
NEWPORT BEACH CA · SEC CIK 0002108122
$9,431.71万2026Q1 申报市值
44持仓数
69.3%前十大占比 · 第一大 11.3%
2 / 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
CGBL 加仓+$134.30万
CGGR 加仓+$69.58万
JIRE 加仓+$51.31万
CGGO 加仓+$47.23万
CGDV 加仓+$46.62万
2026Q1 卖出最多 按季末市值估算
JBND 减仓-$93.07万
SMTH 减仓-$46.12万
EME 清仓-$36.53万
TCAF 清仓-$31.16万
TSM 减仓-$29.57万
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 |
|---|---|---|---|---|---|---|---|---|
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $1,066.84万 | 11.31% | 297,169 | 12,670 | 4.5% | $45.49万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,008.02万 | 10.69% | 292,944 | 39,028 | 15.4% | $134.30万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $955.25万 | 10.13% | 224,553 | 10,960 | 5.1% | $46.62万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $837.47万 | 8.88% | 208,377 | 17,312 | 9.1% | $69.58万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $578.41万 | 6.13% | 173,332 | 14,154 | 8.9% | $47.23万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $508.48万 | 5.39% | 193,633 | 5,402 | 2.9% | $14.19万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $463.11万 | 4.91% | 207,303 | 11,307 | 5.8% | $25.26万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $382.28万 | 4.05% | 96,951 | 1,045 | 1.1% | $4.12万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $381.99万 | 4.05% | 99,424 | 5,920 | 6.3% | $22.74万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $356.78万 | 3.78% | 131,025 | -2,024 | -1.5% | -$5.51万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $286.38万 | 3.04% | 53,260 | -17,309 | -24.5% | -$93.07万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $249.37万 | 2.64% | 81,280 | 5,689 | 7.5% | $17.45万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $223.81万 | 2.37% | 76,231 | 13,367 | 21.3% | $39.25万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $221.67万 | 2.35% | 72,680 | 8,683 | 13.6% | $26.48万 | 加仓 |
| TBG | EA SERIES TRUST | $218.88万 | 2.32% | 62,788 | -6,043 | -8.8% | -$21.07万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $208.16万 | 2.21% | 27,483 | 6,774 | 32.7% | $51.31万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $195.08万 | 2.07% | 61,794 | 8,358 | 15.6% | $26.39万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $154.75万 | 1.64% | 22,664 | 4,632 | 25.7% | $31.63万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $153.00万 | 1.62% | 91,236 | 23,109 | 33.9% | $38.75万 | 加仓 |
| SMTH | ALPS ETF TR | $102.25万 | 1.08% | 39,699 | -17,907 | -31.1% | -$46.12万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $95.00万 | 1.01% | 36,834 | 8,285 | 29.0% | $21.37万 | 加仓 |
| FWD | AB ACTIVE ETFS INC | $67.22万 | 0.71% | 6,192 | 1,213 | 24.4% | $13.17万 | 加仓 |
| MSFT | MICROSOFT CORP | $65.96万 | 0.70% | 1,782 | -169 | -8.7% | -$6.26万 | 减仓 |
| AMZN | AMAZON COM INC | $64.31万 | 0.68% | 3,088 | 539 | 21.1% | $11.23万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $59.68万 | 0.63% | 5,562 | 392 | 7.6% | $4.21万 | 加仓 |
| TSLA | TESLA INC | $58.29万 | 0.62% | 1,568 | -500 | -24.2% | -$18.59万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $57.55万 | 0.61% | 3,300 | -990 | -23.1% | -$17.27万 | 减仓 |
| AAPL | APPLE INC | $45.17万 | 0.48% | 1,780 | -675 | -27.5% | -$17.13万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $41.64万 | 0.44% | 1,298 | -29 | -2.2% | -$9,303 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $38.93万 | 0.41% | 1,152 | -875 | -43.2% | -$29.57万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $37.76万 | 0.40% | 9,978 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $33.49万 | 0.36% | 1,082 | -864 | -44.4% | -$26.74万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $30.11万 | 0.32% | 1,111 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $29.52万 | 0.31% | 1,427 | -102 | -6.7% | -$2.11万 | 减仓 |
| GOOGL | ALPHABET INC | $26.54万 | 0.28% | 923 | -250 | -21.3% | -$7.19万 | 减仓 |
| LEN | LENNAR CORP | $25.59万 | 0.27% | 2,947 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $22.76万 | 0.24% | 350 | -4 | -1.1% | -$2,601 | 减仓 |
| GLD | SPDR GOLD TR | $22.25万 | 0.24% | 517 | -3 | -0.6% | -$1,291 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $21.00万 | 0.22% | 859 | 859 | — | $21.00万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $20.16万 | 0.21% | 289 | -4 | -1.4% | -$2,791 | 减仓 |
| — | REDCLOUD HLDGS PLC | $10.32万 | 0.11% | 145,386 | 22,047 | 17.9% | $1.57万 | 加仓 |
| — | CARDIOL THERAPEUTICS INC | $3.12万 | 0.03% | 23,100 | -10,000 | -30.2% | -$1.35万 | 减仓 |
| — | MONTAUK RENEWABLES INC | $2.64万 | 0.03% | 22,990 | 22,990 | — | $2.64万 | 新建仓 |
| — | NAKAMOTO INC | $7,047 | 0.01% | 31,902 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $0 | 0.00% | 0 | -572 | -100.0% | -$36.53万 | 清仓 |
| TCAF | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -8,174 | -100.0% | -$31.16万 | 清仓 |
| — | APOGEE THERAPEUTICS INC | $0 | 0.00% | 0 | -3,126 | -100.0% | -$23.69万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -349 | -100.0% | -$22.70万 | 清仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | MARKER THERAPEUTICS INC | $0 | 0.00% | 0 | -36,817 | -100.0% | -$5.67万 | 清仓 |
| — | OPAL FUELS INC | $0 | 0.00% | 0 | -15,233 | -100.0% | -$3.63万 | 清仓 |
| — | NIP GROUP INC | $0 | 0.00% | 0 | -20,800 | -100.0% | -$2.39万 | 清仓 |