Boyer Financial Services, Inc.
NEWPORT BEACH CA · SEC CIK 0002108122
$1.18亿2026Q2 申报市值
57持仓数
63.9%前十大占比 · 第一大 10.1%
14 / 3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
IWF 新建仓+$236.12万
ACYN 新建仓+$226.08万
JIVE 新建仓+$205.14万
CGCP 加仓+$114.18万
CGGR 加仓+$97.83万
2026Q2 卖出最多 按季末市值估算
JIRE 减仓-$137.09万
SMTH 清仓-$102.25万
CGMS 减仓-$66.05万
CGSD 减仓-$41.51万
FWD 减仓-$13.49万
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 |
|---|---|---|---|---|---|---|---|---|
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $1,200.19万 | 10.13% | 316,839 | 19,670 | 6.6% | $74.51万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,114.09万 | 9.41% | 295,203 | 2,259 | 0.8% | $8.53万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,097.42万 | 9.27% | 224,193 | -360 | -0.2% | -$1.76万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,067.41万 | 9.01% | 229,402 | 21,025 | 10.1% | $97.83万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $746.50万 | 6.30% | 183,101 | 9,769 | 5.6% | $39.83万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $576.26万 | 4.87% | 258,527 | 51,224 | 24.7% | $114.18万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $501.21万 | 4.23% | 191,521 | -2,112 | -1.1% | -$5.53万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $464.57万 | 3.92% | 107,638 | 10,687 | 11.0% | $46.13万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $451.65万 | 3.81% | 102,276 | 2,852 | 2.9% | $12.59万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $355.09万 | 3.00% | 66,647 | 13,387 | 25.1% | $71.33万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $320.73万 | 2.71% | 98,023 | 21,792 | 28.6% | $71.30万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $292.70万 | 2.47% | 106,902 | -24,123 | -18.4% | -$66.05万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $285.29万 | 2.41% | 81,652 | 8,972 | 12.3% | $31.35万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $266.75万 | 2.25% | 82,356 | 1,076 | 1.3% | $3.49万 | 加仓 |
| TBG | EA SERIES TRUST | $265.48万 | 2.24% | 71,135 | 8,347 | 13.3% | $31.15万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $247.27万 | 2.09% | 68,401 | 6,607 | 10.7% | $23.88万 | 加仓 |
| IWF | ISHARES TR | $236.12万 | 1.99% | 19,488 | 19,488 | — | $236.12万 | 新建仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $231.77万 | 1.96% | 119,840 | 28,604 | 31.4% | $55.32万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $226.08万 | 1.91% | 110,015 | 110,015 | — | $226.08万 | 新建仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $205.14万 | 1.73% | 22,235 | 22,235 | — | $205.14万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $179.50万 | 1.52% | 22,398 | -266 | -1.2% | -$2.13万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $104.09万 | 0.88% | 6,715 | 1,153 | 20.7% | $17.87万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $90.44万 | 0.76% | 10,924 | -16,559 | -60.3% | -$137.09万 | 减仓 |
| AAPL | APPLE INC | $82.03万 | 0.69% | 2,658 | 878 | 49.3% | $27.10万 | 加仓 |
| IWD | ISHARES TR | $81.82万 | 0.69% | 3,315 | 3,315 | — | $81.82万 | 新建仓 |
| MSFT | MICROSOFT CORP | $74.12万 | 0.63% | 1,898 | 116 | 6.5% | $4.53万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $73.74万 | 0.62% | 3,785 | 485 | 14.7% | $9.45万 | 加仓 |
| FWD | AB ACTIVE ETFS INC | $71.67万 | 0.61% | 5,211 | -981 | -15.8% | -$13.49万 | 减仓 |
| TSLA | TESLA INC | $71.61万 | 0.60% | 1,820 | 252 | 16.1% | $9.91万 | 加仓 |
| AMZN | AMAZON COM INC | $70.88万 | 0.60% | 2,921 | -167 | -5.4% | -$4.05万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $53.30万 | 0.45% | 20,709 | -16,125 | -43.8% | -$41.51万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $50.41万 | 0.43% | 1,161 | 9 | 0.8% | $3,907 | 加仓 |
| VTI | VANGUARD INDEX FDS | $46.72万 | 0.39% | 1,267 | -31 | -2.4% | -$1.14万 | 减仓 |
| AVGO | BROADCOM INC | $41.85万 | 0.35% | 1,161 | 79 | 7.3% | $2.85万 | 加仓 |
| GOOGL | ALPHABET INC | $40.50万 | 0.34% | 1,125 | 202 | 21.9% | $7.27万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $37.27万 | 0.31% | 10,141 | 163 | 1.6% | $5,990 | 加仓 |
| PSA | PUBLIC STORAGE | $36.64万 | 0.31% | 1,111 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $35.29万 | 0.30% | 4,430 | 4,430 | — | $35.29万 | 新建仓 |
| DNL | WISDOMTREE TR | $34.67万 | 0.29% | 7,600 | 7,600 | — | $34.67万 | 新建仓 |
| DLN | WISDOMTREE TR | $34.53万 | 0.29% | 3,555 | 3,555 | — | $34.53万 | 新建仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $31.43万 | 0.27% | 2,496 | 2,496 | — | $31.43万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $30.14万 | 0.25% | 1,246 | 1,246 | — | $30.14万 | 新建仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $27.31万 | 0.23% | 1,483 | 1,483 | — | $27.31万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $26.71万 | 0.23% | 2,330 | 18 | 0.8% | $2,064 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $26.31万 | 0.22% | 2,902 | 2,902 | — | $26.31万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $26.07万 | 0.22% | 350 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $26.00万 | 0.22% | 2,947 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $25.72万 | 0.22% | 1,520 | 93 | 6.5% | $1.57万 | 加仓 |
| QUAL | ISHARES TR | $25.34万 | 0.21% | 1,160 | 1,160 | — | $25.34万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $23.52万 | 0.20% | 894 | 35 | 4.1% | $9,206 | 加仓 |
| APP | APPLOVIN CORP | $22.29万 | 0.19% | 423 | 423 | — | $22.29万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $22.02万 | 0.19% | 3,883 | 388 | 11.1% | $2.20万 | 重新持有 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $21.61万 | 0.18% | 5,913 | 0 | 0.0% | — | 重新持有 |
| GLD | SPDR GOLD TR | $20.68万 | 0.17% | 547 | 30 | 5.8% | $1.13万 | 加仓 |
| GE | GE AEROSPACE | $20.42万 | 0.17% | 541 | 541 | — | $20.42万 | 新建仓 |
| — | CARDIOL THERAPEUTICS INC | $3.58万 | 0.03% | 34,100 | 11,000 | 47.6% | $1.16万 | 加仓 |
| — | REDCLOUD HLDGS PLC | $2.58万 | 0.02% | 107,953 | -37,433 | -25.7% | -$8,947 | 减仓 |
| SMTH | ALPS ETF TR | $0 | 0.00% | 0 | -39,699 | -100.0% | -$102.25万 | 清仓 |
| — | MONTAUK RENEWABLES INC | $0 | 0.00% | 0 | -22,990 | -100.0% | -$2.64万 | 清仓 |
| — | NAKAMOTO INC | $0 | 0.00% | 0 | -31,902 | -100.0% | -$7,047 | 清仓 |