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 |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK OF AMER CORP | $4.48万 | 0.02% | 786 | 786 | — | $4.48万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $4.54万 | 0.02% | 251 | 251 | — | $4.54万 | 新建仓 |
| ASML | ASML HLDG NV | $4.58万 | 0.02% | 23 | 23 | — | $4.58万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $4.58万 | 0.02% | 176 | 176 | — | $4.58万 | 新建仓 |
| FTNT | FORTINET INC | $4.59万 | 0.02% | 299 | 299 | — | $4.59万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $4.62万 | 0.02% | 40 | 40 | — | $4.62万 | 新建仓 |
| IYW | ISHARES TR | $4.69万 | 0.02% | 186 | 186 | — | $4.69万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $4.75万 | 0.02% | 1,363 | 1,363 | — | $4.75万 | 新建仓 |
| MRK | MERCK & CO INC | $4.87万 | 0.02% | 379 | 379 | — | $4.87万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR 看涨期权 | $5.00万 | 0.02% | 200 | 200 | — | $5.00万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $5.04万 | 0.02% | 149 | -1,830 | -92.5% | -$61.90万 | 重新持有 |
| VEU | VANGUARD INTL EQUITY INDEX F | $5.06万 | 0.02% | 604 | 604 | — | $5.06万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $5.14万 | 0.02% | 350 | 350 | — | $5.14万 | 新建仓 |
| AMGN | AMGEN INC | $5.14万 | 0.02% | 142 | 142 | — | $5.14万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $5.46万 | 0.02% | 898 | 898 | — | $5.46万 | 新建仓 |
| ITA | ISHARES TR | $5.48万 | 0.02% | 226 | 226 | — | $5.48万 | 新建仓 |
| — | FIDELITY ETHEREUM FD | $5.51万 | 0.02% | 3,499 | 3,499 | — | $5.51万 | 新建仓 |
| PWR | QUANTA SVCS INC | $5.76万 | 0.03% | 80 | 80 | — | $5.76万 | 新建仓 |
| ABBV | ABBVIE INC | $5.84万 | 0.03% | 232 | 232 | — | $5.84万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $5.96万 | 0.03% | 200 | 200 | — | $5.96万 | 新建仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $5.96万 | 0.03% | 532 | 532 | — | $5.96万 | 新建仓 |
| PEP | PEPSICO INC | $5.98万 | 0.03% | 442 | 442 | — | $5.98万 | 新建仓 |
| RMD | RESMED INC | $6.04万 | 0.03% | 310 | 310 | — | $6.04万 | 新建仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $6.14万 | 0.03% | 398 | 398 | — | $6.14万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $6.23万 | 0.03% | 121 | 121 | — | $6.23万 | 新建仓 |
| CSCO | CISCO SYS INC | $6.48万 | 0.03% | 552 | 552 | — | $6.48万 | 新建仓 |
| DIS | DISNEY WALT CO | $6.56万 | 0.03% | 682 | 682 | — | $6.56万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $6.62万 | 0.03% | 947 | 947 | — | $6.62万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $6.69万 | 0.03% | 155 | 155 | — | $6.69万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $6.76万 | 0.03% | 2,030 | 2,030 | — | $6.76万 | 新建仓 |
| C | CITIGROUP INC | $6.96万 | 0.03% | 497 | 497 | — | $6.96万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $6.97万 | 0.03% | 1,197 | 1,197 | — | $6.97万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看涨期权 | $7.00万 | 0.03% | 600 | 600 | — | $7.00万 | 新建仓 |
| EFG | ISHARES TR | $7.00万 | 0.03% | 563 | 563 | — | $7.00万 | 新建仓 |
| TIP | ISHARES TR | $7.03万 | 0.03% | 642 | 642 | — | $7.03万 | 新建仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $7.03万 | 0.03% | 1,301 | 1,301 | — | $7.03万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $7.51万 | 0.03% | 440 | 440 | — | $7.51万 | 新建仓 |
| IWS | ISHARES TR | $7.63万 | 0.03% | 464 | 464 | — | $7.63万 | 新建仓 |
| V | VISA INC | $7.78万 | 0.03% | 227 | 227 | — | $7.78万 | 新建仓 |
| META | META PLATFORMS INC | $7.89万 | 0.04% | 140 | 140 | — | $7.89万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $7.91万 | 0.04% | 404 | 404 | — | $7.91万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $7.95万 | 0.04% | 503 | 503 | — | $7.95万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $7.96万 | 0.04% | 360 | 360 | — | $7.96万 | 新建仓 |
| HON | HONEYWELL INTL INC | $8.06万 | 0.04% | 360 | 360 | — | $8.06万 | 新建仓 |
| SOXX | ISHARES TR | $8.07万 | 0.04% | 126 | 126 | — | $8.07万 | 新建仓 |
| IUSG | ISHARES TR | $8.14万 | 0.04% | 433 | 433 | — | $8.14万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $8.15万 | 0.04% | 160 | 160 | — | $8.15万 | 新建仓 |
| GWW | WW GRAINGER INC | $8.16万 | 0.04% | 60 | 60 | — | $8.16万 | 新建仓 |
| IXN | ISHARES TR | $8.21万 | 0.04% | 568 | 568 | — | $8.21万 | 新建仓 |
| GE | GE AEROSPACE | $8.33万 | 0.04% | 223 | 223 | — | $8.33万 | 新建仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $8.67万 | 0.04% | 749 | 749 | — | $8.67万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $8.70万 | 0.04% | 742 | 742 | — | $8.70万 | 新建仓 |
| — | EXXON MOBIL CORP | $9.01万 | 0.04% | 659 | 659 | — | $9.01万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $9.39万 | 0.04% | 1,814 | 1,814 | — | $9.39万 | 新建仓 |
| RTX | RTX CORPORATION 看跌期权 | $9.49万 | 0.04% | 500 | 500 | — | $9.49万 | 新建仓 |
| IAU | ISHARES GOLD TR | $9.63万 | 0.04% | 1,275 | 1,275 | — | $9.63万 | 新建仓 |
| NFLX | NETFLIX INC. | $9.71万 | 0.04% | 1,360 | 1,360 | — | $9.71万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $9.71万 | 0.04% | 194 | 194 | — | $9.71万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $9.72万 | 0.04% | 234 | 234 | — | $9.72万 | 新建仓 |
| LLY | ELI LILLY & CO | $9.84万 | 0.04% | 82 | -329 | -80.0% | -$39.46万 | 重新持有 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $10.20万 | 0.05% | 1,999 | 1,999 | — | $10.20万 | 新建仓 |
| WMT | WALMART INC | $10.34万 | 0.05% | 913 | 913 | — | $10.34万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $10.43万 | 0.05% | 1,178 | 1,178 | — | $10.43万 | 新建仓 |
| HD | HOME DEPOT INC | $10.49万 | 0.05% | 298 | 298 | — | $10.49万 | 新建仓 |
| IWN | ISHARES TR | $10.84万 | 0.05% | 490 | 490 | — | $10.84万 | 新建仓 |
| INTC | INTEL CORP | $10.99万 | 0.05% | 787 | 787 | — | $10.99万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $11.09万 | 0.05% | 582 | 582 | — | $11.09万 | 新建仓 |
| ORCL | ORACLE CORP | $11.25万 | 0.05% | 767 | 767 | — | $11.25万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $11.90万 | 0.05% | 476 | 476 | — | $11.90万 | 新建仓 |
| SGOV | ISHARES TR | $12.10万 | 0.05% | 1,202 | -3,416 | -74.0% | -$34.39万 | 减仓 |
| AOR | ISHARES TR | $12.19万 | 0.05% | 1,754 | 1,754 | — | $12.19万 | 新建仓 |
| SCHY | SCHWAB STRATEGIC TR | $12.21万 | 0.05% | 3,848 | 3,848 | — | $12.21万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $12.37万 | 0.06% | 668 | 668 | — | $12.37万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $12.57万 | 0.06% | 2,634 | 2,634 | — | $12.57万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $12.80万 | 0.06% | 1,327 | -72 | -5.1% | -$6,943 | 减仓 |
| SPTM | SPDR SERIES TRUST | $13.03万 | 0.06% | 1,435 | 1,435 | — | $13.03万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $13.37万 | 0.06% | 2,493 | 2,493 | — | $13.37万 | 新建仓 |
| ESGU | ISHARES TR | $13.86万 | 0.06% | 847 | 847 | — | $13.86万 | 新建仓 |
| AVGO | BROADCOM INC | $13.86万 | 0.06% | 367 | -385 | -51.2% | -$14.54万 | 重新持有 |
| NEE | NEXTERA ENERGY INC | $14.21万 | 0.06% | 1,619 | 1,619 | — | $14.21万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $15.75万 | 0.07% | 1,791 | 1,791 | — | $15.75万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $16.11万 | 0.07% | 1,641 | 1,641 | — | $16.11万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $16.14万 | 0.07% | 817 | 817 | — | $16.14万 | 新建仓 |
| FISV | FISERV INC | $16.23万 | 0.07% | 3,309 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD INSTL INDEX FD | $17.78万 | 0.08% | 2,350 | 2,350 | — | $17.78万 | 新建仓 |
| HYG | ISHARES TR | $17.87万 | 0.08% | 2,235 | 2,235 | — | $17.87万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $18.53万 | 0.08% | 566 | 566 | — | $18.53万 | 新建仓 |
| IVW | ISHARES TR | $19.03万 | 0.09% | 1,384 | 1,384 | — | $19.03万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $19.31万 | 0.09% | 2,631 | -2,112 | -44.5% | -$15.50万 | 减仓 |
| CAT | CATERPILLAR INC | $19.38万 | 0.09% | 182 | 182 | — | $19.38万 | 新建仓 |
| QUAL | ISHARES TR | $20.32万 | 0.09% | 926 | 926 | — | $20.32万 | 新建仓 |
| IWB | ISHARES TR | $20.56万 | 0.09% | 502 | 502 | — | $20.56万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $20.68万 | 0.09% | 433 | 433 | — | $20.68万 | 新建仓 |
| VSGX | VANGUARD WORLD FD | $21.28万 | 0.10% | 2,584 | 2,584 | — | $21.28万 | 新建仓 |
| RTX | RTX CORPORATION | $21.52万 | 0.10% | 1,134 | 1,134 | — | $21.52万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $21.94万 | 0.10% | 4,338 | -331 | -7.1% | -$1.67万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.24万 | 0.10% | 791 | -93 | -10.5% | -$2.62万 | 重新持有 |
| EEM | ISHARES TR | $22.42万 | 0.10% | 3,278 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $22.53万 | 0.10% | 223 | 1 | 0.5% | $1,010 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $24.91万 | 0.11% | 15,685 | 0 | 0.0% | — | 不变 |