Downshift Financial, LLC
BOULDER CO · SEC CIK 0002118380
$1.98亿2026Q1 申报市值
77持仓数
64.8%前十大占比 · 第一大 9.8%
14 / 1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
SCHB 加仓+$825.39万
VUG 新建仓+$443.69万
SCHG 新建仓+$347.88万
VTI 加仓+$336.61万
SCHR 加仓+$332.27万
2026Q1 卖出最多 按季末市值估算
SCHX 减仓-$250.35万
SCHA 减仓-$98.58万
SCHM 减仓-$78.30万
VV 减仓-$74.41万
IVV 减仓-$69.65万
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 |
|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DTE | DTE ENERGY CO | $0 | 0.00% | 0 | -1,622 | -100.0% | -$22.09万 | 清仓 |
| FISV | FISERV INC | $20.45万 | 0.10% | 3,309 | 3,309 | — | $20.45万 | 新建仓 |
| EEM | ISHARES TR | $20.55万 | 0.10% | 3,278 | 3,278 | — | $20.55万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $20.61万 | 0.10% | 222 | -6 | -2.6% | -$5,570 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $20.86万 | 0.11% | 1,399 | 1,399 | — | $20.86万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $23.51万 | 0.12% | 4,669 | 355 | 8.2% | $1.79万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $28.24万 | 0.14% | 15,685 | 15,685 | — | $28.24万 | 新建仓 |
| IBMO | ISHARES TR | $28.30万 | 0.14% | 11,032 | 11,032 | — | $28.30万 | 新建仓 |
| VWOB | VANGUARD WHITEHALL FDS | $29.20万 | 0.15% | 4,364 | 54 | 1.3% | $3,613 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $29.35万 | 0.15% | 12,701 | 1,615 | 14.6% | $3.73万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $30.52万 | 0.15% | 306 | 306 | — | $30.52万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $30.65万 | 0.15% | 8,682 | 340 | 4.1% | $1.20万 | 加仓 |
| MELI | MERCADOLIBRE INC | $31.10万 | 0.16% | 174 | 174 | — | $31.10万 | 新建仓 |
| IWM | ISHARES TR | $32.42万 | 0.16% | 1,186 | 67 | 6.0% | $1.83万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $33.28万 | 0.17% | 2,000 | 2,000 | — | $33.28万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $33.50万 | 0.17% | 1,047 | -10 | -0.9% | -$3,200 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $34.94万 | 0.18% | 4,743 | 4,743 | — | $34.94万 | 新建仓 |
| IGSB | ISHARES TR | $35.73万 | 0.18% | 6,791 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $36.77万 | 0.19% | 4,779 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $37.10万 | 0.19% | 4,677 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $37.33万 | 0.19% | 1,654 | 294 | 21.6% | $6.64万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $37.61万 | 0.19% | 786 | 259 | 49.1% | $12.39万 | 加仓 |
| EFA | ISHARES TR | $38.65万 | 0.19% | 3,831 | 31 | 0.8% | $3,128 | 加仓 |
| QQQ | INVESCO QQQ TR | $38.91万 | 0.20% | 595 | 20 | 3.5% | $1.31万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $40.15万 | 0.20% | 566 | 90 | 18.9% | $6.38万 | 加仓 |
| AMZN | AMAZON COM INC | $40.15万 | 0.20% | 1,547 | 316 | 25.7% | $8.20万 | 加仓 |
| IJR | ISHARES TR | $40.78万 | 0.21% | 3,008 | -793 | -20.9% | -$10.75万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $40.78万 | 0.21% | 15,174 | -11,275 | -42.6% | -$30.30万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $41.35万 | 0.21% | 1,854 | 120 | 6.9% | $2.68万 | 加仓 |
| TSLA | TESLA INC | $41.41万 | 0.21% | 1,104 | 1,104 | — | $41.41万 | 新建仓 |
| SGOV | ISHARES TR | $46.48万 | 0.23% | 4,618 | 4,618 | — | $46.48万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $46.99万 | 0.24% | 3,778 | 10 | 0.3% | $1,244 | 加仓 |
| IEFA | ISHARES TR | $47.03万 | 0.24% | 4,989 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $49.09万 | 0.25% | 1,152 | 70 | 6.5% | $2.98万 | 加仓 |
| IJH | ISHARES TR | $51.00万 | 0.26% | 7,086 | -2,891 | -29.0% | -$20.81万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $53.15万 | 0.27% | 22,873 | -29,650 | -56.5% | -$68.89万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $56.47万 | 0.28% | 17,974 | 2,955 | 19.7% | $9.28万 | 加仓 |
| BALL | BALL CORP | $56.90万 | 0.29% | 9,265 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $57.09万 | 0.29% | 2,113 | 402 | 23.5% | $10.86万 | 加仓 |
| GOOGL | ALPHABET INC | $60.73万 | 0.31% | 1,732 | 828 | 91.6% | $29.03万 | 加仓 |
| GOVT | ISHARES TR | $64.05万 | 0.32% | 28,000 | 0 | 0.0% | — | 不变 |
| SCHQ | SCHWAB STRATEGIC TR | $65.79万 | 0.33% | 21,048 | 434 | 2.1% | $1.36万 | 加仓 |
| GOOG | ALPHABET INC | $66.89万 | 0.34% | 1,922 | 1,245 | 183.9% | $43.33万 | 加仓 |
| MUB | ISHARES TR | $68.17万 | 0.34% | 6,362 | 3,508 | 122.9% | $37.59万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $69.83万 | 0.35% | 13,715 | 863 | 6.7% | $4.39万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $71.40万 | 0.36% | 3,097 | 120 | 4.0% | $2.77万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $84.54万 | 0.43% | 2,633 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $86.18万 | 0.43% | 35,535 | 3,697 | 11.6% | $8.97万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $87.83万 | 0.44% | 16,651 | 245 | 1.5% | $1.29万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $95.64万 | 0.48% | 32,799 | 2,484 | 8.2% | $7.24万 | 加仓 |
| ITOT | ISHARES TR | $97.79万 | 0.49% | 6,296 | 37 | 0.6% | $5,747 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $107.64万 | 0.54% | 18,528 | 5,297 | 40.0% | $30.77万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $122.87万 | 0.62% | 6,032 | 4,344 | 257.3% | $88.48万 | 加仓 |
| VGT | VANGUARD WORLD FD | $170.73万 | 0.86% | 2,447 | 1,763 | 257.7% | $123.01万 | 加仓 |
| VB | VANGUARD INDEX FDS | $174.68万 | 0.88% | 6,234 | 1,390 | 28.7% | $38.95万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $178.80万 | 0.90% | 28,335 | 1,207 | 4.4% | $7.62万 | 加仓 |
| AAUS | EA SERIES TRUST | $191.31万 | 0.97% | 35,307 | 35,307 | — | $191.31万 | 新建仓 |
| IVV | ISHARES TR | $237.76万 | 1.20% | 3,335 | -977 | -22.7% | -$69.65万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $242.16万 | 1.22% | 35,788 | 14,151 | 65.4% | $95.75万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $269.14万 | 1.36% | 12,875 | 989 | 8.3% | $20.67万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $283.74万 | 1.43% | 99,210 | 6,832 | 7.4% | $19.54万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $326.94万 | 1.65% | 5,011 | 748 | 17.5% | $48.80万 | 加仓 |
| VO | VANGUARD INDEX FDS | $332.76万 | 1.68% | 43,819 | 34,862 | 389.2% | $264.74万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $347.88万 | 1.75% | 106,620 | 106,620 | — | $347.88万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $364.94万 | 1.84% | 114,329 | -30,885 | -21.3% | -$98.58万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $374.78万 | 1.89% | 77,837 | 4,616 | 6.3% | $22.23万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $443.69万 | 2.24% | 10,158 | 10,158 | — | $443.69万 | 新建仓 |
| IXUS | ISHARES TR | $464.23万 | 2.34% | 50,567 | -4,856 | -8.8% | -$44.58万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $534.75万 | 2.70% | 64,018 | 8,424 | 15.2% | $70.37万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $646.83万 | 3.26% | 194,594 | -23,556 | -10.8% | -$78.30万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $658.53万 | 3.32% | 110,799 | 3,412 | 3.2% | $20.28万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $871.86万 | 4.40% | 106,657 | 13,688 | 14.7% | $111.89万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,022.24万 | 5.16% | 31,322 | -2,280 | -6.8% | -$74.41万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,686.70万 | 8.51% | 678,481 | 133,657 | 24.5% | $332.27万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,722.39万 | 8.69% | 49,244 | 9,624 | 24.3% | $336.61万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,846.65万 | 9.32% | 660,502 | -89,544 | -11.9% | -$250.35万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,919.39万 | 9.68% | 700,795 | 301,363 | 75.4% | $825.39万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,941.62万 | 9.80% | 743,203 | 69,874 | 10.4% | $182.55万 | 加仓 |