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 |
|---|---|---|---|---|---|---|---|---|
| ROK | ROCKWELL AUTOMATION INC | $1.24万 | 0.01% | 25 | 25 | — | $1.24万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $1.24万 | 0.01% | 35 | 35 | — | $1.24万 | 新建仓 |
| WAB | WABTEC | $1.24万 | 0.01% | 46 | 46 | — | $1.24万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $1.26万 | 0.01% | 51 | 51 | — | $1.26万 | 新建仓 |
| BB | BLACKBERRY LTD | $1.26万 | 0.01% | 1,000 | 1,000 | — | $1.26万 | 新建仓 |
| IAI | ISHARES TR | $1.28万 | 0.01% | 73 | 73 | — | $1.28万 | 新建仓 |
| ECL | ECOLAB INC | $1.28万 | 0.01% | 46 | 46 | — | $1.28万 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $1.28万 | 0.01% | 338 | 338 | — | $1.28万 | 新建仓 |
| XYL | XYLEM INC | $1.30万 | 0.01% | 110 | 110 | — | $1.30万 | 新建仓 |
| IWD | ISHARES TR | $1.33万 | 0.01% | 55 | 55 | — | $1.33万 | 新建仓 |
| NU | NU HLDGS LTD | $1.34万 | 0.01% | 1,000 | 1,000 | — | $1.34万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $1.34万 | 0.01% | 154 | 154 | — | $1.34万 | 新建仓 |
| BLK | BLACKROCK INC | $1.35万 | 0.01% | 14 | 14 | — | $1.35万 | 新建仓 |
| IXC | ISHARES TR | $1.36万 | 0.01% | 277 | 277 | — | $1.36万 | 新建仓 |
| IDXX | IDEXX LABS INC | $1.42万 | 0.01% | 27 | 27 | — | $1.42万 | 新建仓 |
| HPQ | HP INC | $1.44万 | 0.01% | 656 | 656 | — | $1.44万 | 新建仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $1.46万 | 0.01% | 323 | 323 | — | $1.46万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC 看涨期权 | $1.47万 | 0.01% | 500 | 500 | — | $1.47万 | 新建仓 |
| SO | SOUTHERN CO | $1.51万 | 0.01% | 158 | 158 | — | $1.51万 | 新建仓 |
| WFC | WELLS FARGO & CO | $1.55万 | 0.01% | 188 | 188 | — | $1.55万 | 新建仓 |
| EUFN | ISHARES TR | $1.56万 | 0.01% | 400 | 400 | — | $1.56万 | 新建仓 |
| AAON | AAON INC | $1.56万 | 0.01% | 123 | 123 | — | $1.56万 | 新建仓 |
| SCZ | ISHARES TR | $1.60万 | 0.01% | 194 | 194 | — | $1.60万 | 新建仓 |
| LOW | LOWES COS INC | $1.66万 | 0.01% | 75 | 75 | — | $1.66万 | 新建仓 |
| IXJ | ISHARES TR | $1.71万 | 0.01% | 174 | 174 | — | $1.71万 | 新建仓 |
| WMB | WILLIAMS COS INC | $1.77万 | 0.01% | 238 | 238 | — | $1.77万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $1.78万 | 0.01% | 100 | 100 | — | $1.78万 | 新建仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1.79万 | 0.01% | 486 | 486 | — | $1.79万 | 新建仓 |
| UNP | UNION PAC CORP | $1.79万 | 0.01% | 66 | 66 | — | $1.79万 | 新建仓 |
| GH | GUARDANT HEALTH INC | $1.80万 | 0.01% | 120 | 120 | — | $1.80万 | 新建仓 |
| — | UNITED STS 12 MONTH OIL FD L | $1.81万 | 0.01% | 400 | 400 | — | $1.81万 | 新建仓 |
| SNDK | SANDISK CORP | $1.82万 | 0.01% | 8 | 8 | — | $1.82万 | 新建仓 |
| TGT | TARGET CORP | $1.83万 | 0.01% | 140 | 140 | — | $1.83万 | 新建仓 |
| EMB | ISHARES TR | $1.83万 | 0.01% | 190 | 190 | — | $1.83万 | 新建仓 |
| FHLC | FIDELITY COVINGTON TRUST | $1.86万 | 0.01% | 241 | 241 | — | $1.86万 | 新建仓 |
| XSD | SPDR SERIES TRUST | $1.87万 | 0.01% | 30 | 30 | — | $1.87万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2.00万 | 0.01% | 171 | 171 | — | $2.00万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $2.01万 | 0.01% | 518 | 518 | — | $2.01万 | 新建仓 |
| MCK | MCKESSON CORP | $2.04万 | 0.01% | 27 | 27 | — | $2.04万 | 新建仓 |
| XEL | XCEL ENERGY INC | $2.06万 | 0.01% | 256 | 256 | — | $2.06万 | 新建仓 |
| EZU | ISHARES INC | $2.06万 | 0.01% | 296 | 296 | — | $2.06万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $2.06万 | 0.01% | 65 | 65 | — | $2.06万 | 新建仓 |
| CRM | SALESFORCE INC | $2.07万 | 0.01% | 132 | 132 | — | $2.07万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $2.12万 | 0.01% | 71 | 71 | — | $2.12万 | 新建仓 |
| PSX | PHILLIPS 66 | $2.15万 | 0.01% | 127 | 127 | — | $2.15万 | 新建仓 |
| KO | COCA COLA CO | $2.15万 | 0.01% | 265 | 265 | — | $2.15万 | 新建仓 |
| VOTE | TCW ETF TRUST | $2.22万 | 0.01% | 252 | 252 | — | $2.22万 | 新建仓 |
| FDX | FEDEX CORP | $2.22万 | 0.01% | 71 | 71 | — | $2.22万 | 新建仓 |
| WELL | WELLTOWER INC | $2.22万 | 0.01% | 98 | 98 | — | $2.22万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $2.24万 | 0.01% | 305 | 305 | — | $2.24万 | 新建仓 |
| CVS | CVS HEALTH CORP | $2.26万 | 0.01% | 218 | 218 | — | $2.26万 | 新建仓 |
| — | LISTED FDS TR | $2.26万 | 0.01% | 1,225 | 1,225 | — | $2.26万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $2.26万 | 0.01% | 89 | 89 | — | $2.26万 | 新建仓 |
| ICVT | ISHARES TR | $2.28万 | 0.01% | 187 | 187 | — | $2.28万 | 新建仓 |
| BA | BOEING CO | $2.36万 | 0.01% | 109 | 109 | — | $2.36万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $2.38万 | 0.01% | 14 | -160 | -92.0% | -$27.16万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $2.40万 | 0.01% | 125 | 125 | — | $2.40万 | 新建仓 |
| PFE | PFIZER INC | $2.48万 | 0.01% | 1,028 | 1,028 | — | $2.48万 | 新建仓 |
| IYF | ISHARES TR | $2.56万 | 0.01% | 201 | 201 | — | $2.56万 | 新建仓 |
| NUE | NUCOR CORP | $2.58万 | 0.01% | 116 | 116 | — | $2.58万 | 新建仓 |
| CB | CHUBB LIMITED | $2.59万 | 0.01% | 76 | 76 | — | $2.59万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2.75万 | 0.01% | 36 | 36 | — | $2.75万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $2.77万 | 0.01% | 217 | 217 | — | $2.77万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $2.81万 | 0.01% | 237 | 237 | — | $2.81万 | 新建仓 |
| IGV | ISHARES TR | $2.81万 | 0.01% | 310 | 310 | — | $2.81万 | 新建仓 |
| CME | CME GROUP INC | $2.83万 | 0.01% | 128 | 128 | — | $2.83万 | 新建仓 |
| TJX | TJX COS INC NEW | $2.85万 | 0.01% | 188 | 188 | — | $2.85万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $2.87万 | 0.01% | 268 | 268 | — | $2.87万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $2.89万 | 0.01% | 78 | 78 | — | $2.89万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $2.89万 | 0.01% | 40 | 40 | — | $2.89万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $2.92万 | 0.01% | 352 | 352 | — | $2.92万 | 新建仓 |
| GLD | SPDR GOLD TR | $2.95万 | 0.01% | 80 | 80 | — | $2.95万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $3.04万 | 0.01% | 70 | 70 | — | $3.04万 | 新建仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $3.07万 | 0.01% | 200 | 200 | — | $3.07万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $3.08万 | 0.01% | 259 | 259 | — | $3.08万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $3.10万 | 0.01% | 187 | 187 | — | $3.10万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $3.12万 | 0.01% | 510 | 510 | — | $3.12万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $3.29万 | 0.01% | 202 | 202 | — | $3.29万 | 新建仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $3.33万 | 0.01% | 250 | 250 | — | $3.33万 | 新建仓 |
| YUM | YUM BRANDS INC | $3.39万 | 0.02% | 212 | 212 | — | $3.39万 | 新建仓 |
| COP | CONOCOPHILLIPS | $3.40万 | 0.02% | 327 | 327 | — | $3.40万 | 新建仓 |
| NOW | SERVICENOW INC | $3.42万 | 0.02% | 344 | 344 | — | $3.42万 | 新建仓 |
| MCD | MCDONALDS CORP | $3.43万 | 0.02% | 127 | 127 | — | $3.43万 | 新建仓 |
| ETN | EATON CORP PLC | $3.45万 | 0.02% | 81 | 81 | — | $3.45万 | 新建仓 |
| TPR | TAPESTRY INC | $3.45万 | 0.02% | 236 | 236 | — | $3.45万 | 新建仓 |
| DAPP | VANECK ETF TRUST | $3.52万 | 0.02% | 1,817 | 1,817 | — | $3.52万 | 新建仓 |
| SHOP | SHOPIFY INC | $3.53万 | 0.02% | 309 | 309 | — | $3.53万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $3.64万 | 0.02% | 65 | 65 | — | $3.64万 | 新建仓 |
| GEV | GE VERNOVA INC | $3.76万 | 0.02% | 32 | 32 | — | $3.76万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP 看涨期权 | $3.78万 | 0.02% | 400 | 400 | — | $3.78万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $3.78万 | 0.02% | 1,217 | 1,217 | — | $3.78万 | 新建仓 |
| DGRO | ISHARES TR | $3.89万 | 0.02% | 513 | 513 | — | $3.89万 | 新建仓 |
| GLW | CORNING INC | $3.91万 | 0.02% | 153 | 153 | — | $3.91万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $4.01万 | 0.02% | 236 | 236 | — | $4.01万 | 新建仓 |
| ECHO | ECHOSTAR CORP 看涨期权 | $4.06万 | 0.02% | 400 | 400 | — | $4.06万 | 新建仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $4.16万 | 0.02% | 486 | 486 | — | $4.16万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $4.30万 | 0.02% | 126 | 126 | — | $4.30万 | 新建仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $4.33万 | 0.02% | 776 | 776 | — | $4.33万 | 新建仓 |
| ESGD | ISHARES TR | $4.39万 | 0.02% | 427 | 427 | — | $4.39万 | 新建仓 |
| DSI | ISHARES TR | $4.46万 | 0.02% | 313 | 313 | — | $4.46万 | 新建仓 |