Downshift Financial, LLC
BOULDER CO · SEC CIK 0002118380
$2.23亿2026Q2 申报市值
668持仓数
62.4%前十大占比 · 第一大 11.8%
589 / 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
SCHB 加仓+$602.05万
AAUA 新建仓+$200.98万
VT 新建仓+$180.00万
SCHF 加仓+$170.69万
SPTI 加仓+$168.30万
2026Q2 卖出最多 按季末市值估算
VO 减仓-$1,058.84万
VUG 减仓-$432.74万
SCHX 减仓-$308.90万
VGT 减仓-$204.76万
AAUS 清仓-$191.31万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| INTU | INTUIT | $4,272 | 0.00% | 16 | 16 | — | $4,272 | 新建仓 |
| SCI | SERVICE CORP INTL | $4,330 | 0.00% | 57 | 57 | — | $4,330 | 新建仓 |
| NTNX | NUTANIX INC | $4,332 | 0.00% | 85 | 85 | — | $4,332 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $4,342 | 0.00% | 45 | 45 | — | $4,342 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $4,501 | 0.00% | 27 | 27 | — | $4,501 | 新建仓 |
| PUK | PRUDENTIAL PLC | $4,531 | 0.00% | 169 | 169 | — | $4,531 | 新建仓 |
| NMR | NOMURA HLDGS INC | $4,557 | 0.00% | 519 | 519 | — | $4,557 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $4,597 | 0.00% | 21 | 21 | — | $4,597 | 新建仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $4,602 | 0.00% | 300 | 300 | — | $4,602 | 新建仓 |
| BAP | CREDICORP LTD | $4,675 | 0.00% | 12 | 12 | — | $4,675 | 新建仓 |
| IHI | ISHARES TR | $4,694 | 0.00% | 95 | 95 | — | $4,694 | 新建仓 |
| IDEV | ISHARES TR | $4,718 | 0.00% | 53 | 53 | — | $4,718 | 新建仓 |
| QDPL | PACER FDS TR | $4,732 | 0.00% | 105 | 105 | — | $4,732 | 新建仓 |
| EWJ | ISHARES INC | $4,850 | 0.00% | 52 | 52 | — | $4,850 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $4,879 | 0.00% | 13 | 13 | — | $4,879 | 新建仓 |
| WF | WOORI FINL GROUP INC | $4,994 | 0.00% | 87 | 87 | — | $4,994 | 新建仓 |
| USB | US BANCORP | $5,074 | 0.00% | 84 | 84 | — | $5,074 | 新建仓 |
| AFDM | FIRST TR EXCH TRADED FD III | $5,225 | 0.00% | 60 | 60 | — | $5,225 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $5,241 | 0.00% | 810 | 810 | — | $5,241 | 新建仓 |
| ADSK | AUTODESK INC | $5,249 | 0.00% | 27 | 27 | — | $5,249 | 新建仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $5,285 | 0.00% | 35 | 35 | — | $5,285 | 新建仓 |
| PNR | PENTAIR PLC | $5,290 | 0.00% | 69 | 69 | — | $5,290 | 新建仓 |
| NWL | NEWELL BRANDS INC | $5,483 | 0.00% | 893 | 893 | — | $5,483 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $5,521 | 0.00% | 19 | 19 | — | $5,521 | 新建仓 |
| RSST | TIDAL TRUST II | $5,525 | 0.00% | 169 | 169 | — | $5,525 | 新建仓 |
| USRT | ISHARES TR | $5,547 | 0.00% | 83 | 83 | — | $5,547 | 新建仓 |
| DOV | DOVER CORP | $5,607 | 0.00% | 25 | 25 | — | $5,607 | 新建仓 |
| CMI | CUMMINS INC | $5,706 | 0.00% | 8 | 8 | — | $5,706 | 新建仓 |
| OC | OWENS CORNING NEW | $5,723 | 0.00% | 36 | 36 | — | $5,723 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $5,781 | 0.00% | 85 | 85 | — | $5,781 | 新建仓 |
| IWY | ISHARES TR | $5,812 | 0.00% | 20 | 20 | — | $5,812 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $5,853 | 0.00% | 17 | 17 | — | $5,853 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $5,883 | 0.00% | 106 | 106 | — | $5,883 | 新建仓 |
| NXT | NEXTPOWER INC | $5,957 | 0.00% | 50 | 50 | — | $5,957 | 新建仓 |
| FNDE | SCHWAB STRATEGIC TR | $5,980 | 0.00% | 151 | 151 | — | $5,980 | 新建仓 |
| VIV | TELEFONICA BRASIL SA | $6,014 | 0.00% | 457 | 457 | — | $6,014 | 新建仓 |
| KLAC | KLA CORP | $6,034 | 0.00% | 20 | 20 | — | $6,034 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $6,095 | 0.00% | 85 | 85 | — | $6,095 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $6,194 | 0.00% | 107 | 107 | — | $6,194 | 新建仓 |
| IYT | ISHARES TR | $6,246 | 0.00% | 72 | 72 | — | $6,246 | 新建仓 |
| CPRT | COPART INC | $6,258 | 0.00% | 222 | 222 | — | $6,258 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $6,272 | 0.00% | 19 | 19 | — | $6,272 | 新建仓 |
| SBUX | STARBUCKS CORP | $6,336 | 0.00% | 62 | 62 | — | $6,336 | 新建仓 |
| TWLO | TWILIO INC | $6,396 | 0.00% | 31 | 31 | — | $6,396 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $6,504 | 0.00% | 135 | 135 | — | $6,504 | 新建仓 |
| GM | GENERAL MTRS CO | $6,629 | 0.00% | 86 | 86 | — | $6,629 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $6,728 | 0.00% | 30 | 30 | — | $6,728 | 新建仓 |
| PGR | PROGRESSIVE CORP | $6,772 | 0.00% | 31 | 31 | — | $6,772 | 新建仓 |
| SANM | SANMINA CORP | $6,833 | 0.00% | 27 | 27 | — | $6,833 | 新建仓 |
| XRT | SPDR SERIES TRUST | $6,931 | 0.00% | 79 | 79 | — | $6,931 | 新建仓 |
| T | AT&T INC | $7,059 | 0.00% | 341 | 341 | — | $7,059 | 新建仓 |
| MAS | MASCO CORP | $7,079 | 0.00% | 87 | 87 | — | $7,079 | 新建仓 |
| IBN | ICICI BANK LIMITED | $7,083 | 0.00% | 244 | 244 | — | $7,083 | 新建仓 |
| MO | ALTRIA GROUP INC | $7,195 | 0.00% | 100 | 100 | — | $7,195 | 新建仓 |
| TKR | TIMKEN CO | $7,266 | 0.00% | 50 | 50 | — | $7,266 | 新建仓 |
| CCL | CARNIVAL CORP LTD | $7,285 | 0.00% | 255 | 255 | — | $7,285 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $7,523 | 0.00% | 60 | 60 | — | $7,523 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $7,560 | 0.00% | 1,000 | 1,000 | — | $7,560 | 新建仓 |
| WM | WASTE MGMT INC DEL | $7,578 | 0.00% | 34 | 34 | — | $7,578 | 新建仓 |
| AZN | ASTRAZENECA PLC | $7,964 | 0.00% | 42 | 42 | — | $7,964 | 新建仓 |
| QNT | QUANTINUUM INC | $8,174 | 0.00% | 100 | 100 | — | $8,174 | 新建仓 |
| LIN | LINDE PLC | $8,303 | 0.00% | 16 | 16 | — | $8,303 | 新建仓 |
| DAL | DELTA AIR LINES INC | $8,429 | 0.00% | 90 | 90 | — | $8,429 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $8,664 | 0.00% | 212 | 212 | — | $8,664 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $8,721 | 0.00% | 21 | 21 | — | $8,721 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $8,985 | 0.00% | 100 | 100 | — | $8,985 | 新建仓 |
| TTD | THE TRADE DESK INC | $9,040 | 0.00% | 500 | 500 | — | $9,040 | 新建仓 |
| CI | THE CIGNA GROUP | $9,097 | 0.00% | 33 | 33 | — | $9,097 | 新建仓 |
| AGM | FEDERAL AGRIC MTG CORP | $9,166 | 0.00% | 46 | 46 | — | $9,166 | 新建仓 |
| ZS | ZSCALER INC | $9,175 | 0.00% | 65 | 65 | — | $9,175 | 新建仓 |
| AX | AXOS FINANCIAL INC | $9,252 | 0.00% | 95 | 95 | — | $9,252 | 新建仓 |
| SUSA | ISHARES TR | $9,258 | 0.00% | 60 | 60 | — | $9,258 | 新建仓 |
| UL | UNILEVER PLC | $9,319 | 0.00% | 155 | 155 | — | $9,319 | 新建仓 |
| PICK | ISHARES INC | $9,362 | 0.00% | 161 | 161 | — | $9,362 | 新建仓 |
| OKTA | OKTA INC | $9,552 | 0.00% | 70 | 70 | — | $9,552 | 新建仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $9,571 | 0.00% | 210 | 210 | — | $9,571 | 新建仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $9,585 | 0.00% | 184 | 184 | — | $9,585 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $9,847 | 0.00% | 14 | 14 | — | $9,847 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $9,962 | 0.00% | 61 | 61 | — | $9,962 | 新建仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $1.01万 | 0.00% | 361 | 361 | — | $1.01万 | 新建仓 |
| AGG | ISHARES TR | $1.01万 | 0.00% | 102 | 102 | — | $1.01万 | 新建仓 |
| DE | DEERE & CO | $1.01万 | 0.00% | 16 | 16 | — | $1.01万 | 新建仓 |
| URI | UNITED RENTALS INC | $1.02万 | 0.00% | 9 | 9 | — | $1.02万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $1.02万 | 0.00% | 142 | 142 | — | $1.02万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $1.03万 | 0.00% | 108 | 108 | — | $1.03万 | 新建仓 |
| TNL | TRAVEL PLUS LEISURE CO | $1.03万 | 0.00% | 135 | 135 | — | $1.03万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $1.03万 | 0.00% | 138 | 138 | — | $1.03万 | 新建仓 |
| HAL | HALLIBURTON CO | $1.04万 | 0.00% | 305 | 305 | — | $1.04万 | 新建仓 |
| MDB | MONGODB INC | $1.04万 | 0.00% | 31 | 31 | — | $1.04万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $1.08万 | 0.00% | 22 | 22 | — | $1.08万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1.09万 | 0.00% | 33 | 33 | — | $1.09万 | 新建仓 |
| IWF | ISHARES TR | $1.14万 | 0.01% | 92 | 92 | — | $1.14万 | 新建仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $1.14万 | 0.01% | 400 | 400 | — | $1.14万 | 新建仓 |
| NVT | NVENT ELEC PLC | $1.15万 | 0.01% | 68 | 68 | — | $1.15万 | 新建仓 |
| CIB | GRUPO CIBEST SA | $1.17万 | 0.01% | 147 | 147 | — | $1.17万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $1.18万 | 0.01% | 87 | 87 | — | $1.18万 | 新建仓 |
| MS | MORGAN STANLEY | $1.19万 | 0.01% | 57 | 57 | — | $1.19万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $1.20万 | 0.01% | 9 | 9 | — | $1.20万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $1.20万 | 0.01% | 377 | 377 | — | $1.20万 | 新建仓 |
| — | BLACKROCK MUNIYIELD MICH QU | $1.22万 | 0.01% | 992 | 992 | — | $1.22万 | 新建仓 |