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 |
|---|---|---|---|---|---|---|---|---|
| LPL | LG DISPLAY CO LTD | $3,124 | 0.00% | 803 | 803 | — | $3,124 | 新建仓 |
| ESML | ISHARES TR | $3,020 | 0.00% | 54 | 54 | — | $3,020 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $3,012 | 0.00% | 34 | 34 | — | $3,012 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $2,994 | 0.00% | 33 | 33 | — | $2,994 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2,980 | 0.00% | 6 | 6 | — | $2,980 | 新建仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $2,968 | 0.00% | 76 | 76 | — | $2,968 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2,895 | 0.00% | 3 | 3 | — | $2,895 | 新建仓 |
| IEI | ISHARES TR | $2,819 | 0.00% | 24 | 24 | — | $2,819 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $2,817 | 0.00% | 66 | 66 | — | $2,817 | 新建仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $2,751 | 0.00% | 20 | 20 | — | $2,751 | 新建仓 |
| PSQO | PALMER SQUARE FUNDS TR | $2,728 | 0.00% | 132 | 132 | — | $2,728 | 新建仓 |
| RELX | RELX PLC | $2,660 | 0.00% | 84 | 84 | — | $2,660 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,645 | 0.00% | 32 | 32 | — | $2,645 | 新建仓 |
| BCH | BANCO DE CHILE | $2,624 | 0.00% | 66 | 66 | — | $2,624 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $2,500 | 0.00% | 15 | 15 | — | $2,500 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $2,479 | 0.00% | 30 | 30 | — | $2,479 | 新建仓 |
| SPSB | SPDR SERIES TRUST | $2,431 | 0.00% | 81 | 81 | — | $2,431 | 新建仓 |
| AEHR | AEHR TEST SYS | $2,402 | 0.00% | 25 | 25 | — | $2,402 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $2,390 | 0.00% | 10 | 10 | — | $2,390 | 新建仓 |
| ICSH | ISHARES TR | $2,377 | 0.00% | 47 | 47 | — | $2,377 | 新建仓 |
| BCPC | BALCHEM CORP | $2,365 | 0.00% | 14 | 14 | — | $2,365 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $2,344 | 0.00% | 7 | 7 | — | $2,344 | 新建仓 |
| AER | AERCAP HOLDINGS NV | $2,332 | 0.00% | 16 | 16 | — | $2,332 | 新建仓 |
| BCS | BARCLAYS PLC | $2,310 | 0.00% | 86 | 86 | — | $2,310 | 新建仓 |
| WPC | WP CAREY INC | $2,288 | 0.00% | 32 | 32 | — | $2,288 | 新建仓 |
| MMM | 3M CO | $2,267 | 0.00% | 14 | 14 | — | $2,267 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $2,235 | 0.00% | 9 | 9 | — | $2,235 | 新建仓 |
| LNC | LINCOLN NATL CORP IND | $2,227 | 0.00% | 63 | 63 | — | $2,227 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $2,151 | 0.00% | 8 | 8 | — | $2,151 | 新建仓 |
| RODM | LATTICE STRATEGIES TR | $2,142 | 0.00% | 53 | 53 | — | $2,142 | 新建仓 |
| MFDX | PIMCO EQUITY SER | $2,124 | 0.00% | 51 | 51 | — | $2,124 | 新建仓 |
| HACK | AMPLIFY ETF TR | $2,099 | 0.00% | 20 | 20 | — | $2,099 | 新建仓 |
| NWG | NATWEST GROUP PLC | $2,063 | 0.00% | 117 | 117 | — | $2,063 | 新建仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $2,048 | 0.00% | 14 | 14 | — | $2,048 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,047 | 0.00% | 45 | 45 | — | $2,047 | 新建仓 |
| BNO | UNITED STS BRENT OIL FD LP | $2,035 | 0.00% | 50 | 50 | — | $2,035 | 新建仓 |
| FIX | COMFORT SYS USA INC | $1,982 | 0.00% | 1 | 1 | — | $1,982 | 新建仓 |
| PAYX | PAYCHEX INC | $1,967 | 0.00% | 20 | 20 | — | $1,967 | 新建仓 |
| POOL | POOL CORP | $1,934 | 0.00% | 9 | 9 | — | $1,934 | 新建仓 |
| UBS | UBS GROUP AG | $1,933 | 0.00% | 39 | 39 | — | $1,933 | 新建仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $1,919 | 0.00% | 28 | 28 | — | $1,919 | 新建仓 |
| IFRA | ISHARES TR | $1,891 | 0.00% | 30 | 30 | — | $1,891 | 新建仓 |
| NVS | NOVARTIS AG | $1,881 | 0.00% | 12 | 12 | — | $1,881 | 新建仓 |
| USHY | ISHARES TR | $1,851 | 0.00% | 50 | 50 | — | $1,851 | 新建仓 |
| SCHC | SCHWAB STRATEGIC TR | $1,784 | 0.00% | 37 | 37 | — | $1,784 | 新建仓 |
| DHR | DANAHER CORP DEL | $1,714 | 0.00% | 9 | 9 | — | $1,714 | 新建仓 |
| QCOM | QUALCOMM INC | $1,663 | 0.00% | 9 | 9 | — | $1,663 | 新建仓 |
| DDOG | DATADOG INC | $1,562 | 0.00% | 6 | 6 | — | $1,562 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1,547 | 0.00% | 4 | 4 | — | $1,547 | 新建仓 |
| E | ENI SPA | $1,500 | 0.00% | 32 | 32 | — | $1,500 | 新建仓 |
| PLD | PROLOGIS INC. | $1,490 | 0.00% | 11 | 11 | — | $1,490 | 新建仓 |
| TTE | TOTALENERGIES SE | $1,477 | 0.00% | 19 | 19 | — | $1,477 | 新建仓 |
| NET | CLOUDFLARE INC | $1,472 | 0.00% | 6 | 6 | — | $1,472 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $1,462 | 0.00% | 10 | 10 | — | $1,462 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $1,457 | 0.00% | 12 | 12 | — | $1,457 | 新建仓 |
| MTB | M & T BK CORP | $1,428 | 0.00% | 6 | 6 | — | $1,428 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $1,427 | 0.00% | 149 | 149 | — | $1,427 | 新建仓 |
| — | BANCO BRADESCO S A | $1,413 | 0.00% | 471 | 471 | — | $1,413 | 新建仓 |
| NGG | NATIONAL GRID PLC | $1,409 | 0.00% | 17 | 17 | — | $1,409 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $1,406 | 0.00% | 8 | 8 | — | $1,406 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1,382 | 0.00% | 1 | 1 | — | $1,382 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,381 | 0.00% | 15 | 15 | — | $1,381 | 新建仓 |
| DHI | D R HORTON INC | $1,303 | 0.00% | 8 | 8 | — | $1,303 | 新建仓 |
| DASH | DOORDASH INC | $1,292 | 0.00% | 7 | 7 | — | $1,292 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $1,278 | 0.00% | 1 | 1 | — | $1,278 | 新建仓 |
| VST | VISTRA CORP | $1,269 | 0.00% | 8 | 8 | — | $1,269 | 新建仓 |
| SYK | STRYKER CORPORATION | $1,259 | 0.00% | 4 | 4 | — | $1,259 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $1,235 | 0.00% | 20 | 20 | — | $1,235 | 新建仓 |
| HAUZ | DBX ETF TR | $1,233 | 0.00% | 55 | 55 | — | $1,233 | 新建仓 |
| SPGI | S&P GLOBAL INC | $1,222 | 0.00% | 3 | 3 | — | $1,222 | 新建仓 |
| HDB | HDFC BANK LTD | $1,214 | 0.00% | 47 | 47 | — | $1,214 | 新建仓 |
| SNA | SNAP ON INC | $1,207 | 0.00% | 3 | 3 | — | $1,207 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $1,206 | 0.00% | 7 | 7 | — | $1,206 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,204 | 0.00% | 4 | 4 | — | $1,204 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $1,195 | 0.00% | 19 | 19 | — | $1,195 | 新建仓 |
| ADI | ANALOG DEVICES INC | $1,192 | 0.00% | 3 | 3 | — | $1,192 | 新建仓 |
| TMFC | RBB FD INC | $1,142 | 0.00% | 15 | 15 | — | $1,142 | 新建仓 |
| RIO | RIO TINTO PLC | $1,139 | 0.00% | 12 | 12 | — | $1,139 | 新建仓 |
| COR | CENCORA INC | $1,132 | 0.00% | 4 | 4 | — | $1,132 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $1,106 | 0.00% | 10 | 10 | — | $1,106 | 新建仓 |
| PHM | PULTE GROUP INC | $1,098 | 0.00% | 8 | 8 | — | $1,098 | 新建仓 |
| NTRA | NATERA INC | $1,086 | 0.00% | 4 | 4 | — | $1,086 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $1,077 | 0.00% | 6 | 6 | — | $1,077 | 新建仓 |
| ING | ING GROEP N.V. | $1,067 | 0.00% | 34 | 34 | — | $1,067 | 新建仓 |
| ARMK | ARAMARK | $1,024 | 0.00% | 18 | 18 | — | $1,024 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $1,019 | 0.00% | 2 | 2 | — | $1,019 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $1,003 | 0.00% | 5 | 5 | — | $1,003 | 新建仓 |
| CVNA | CARVANA CO | $987 | 0.00% | 15 | 15 | — | $987 | 新建仓 |
| CIEN | CIENA CORP | $981 | 0.00% | 2 | 2 | — | $981 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $978 | 0.00% | 1 | 1 | — | $978 | 新建仓 |
| AME | AMETEK INC | $968 | 0.00% | 4 | 4 | — | $968 | 新建仓 |
| TER | TERADYNE INC | $968 | 0.00% | 2 | 2 | — | $968 | 新建仓 |
| KIM | KIMCO REALTY CORP | $963 | 0.00% | 38 | 38 | — | $963 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $960 | 0.00% | 10 | 10 | — | $960 | 新建仓 |
| BURL | BURLINGTON STORES INC | $950 | 0.00% | 3 | 3 | — | $950 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $923 | 0.00% | 10 | 10 | — | $923 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $916 | 0.00% | 5 | 5 | — | $916 | 新建仓 |
| CSX | CSX CORP | $903 | 0.00% | 19 | 19 | — | $903 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $902 | 0.00% | 16 | 16 | — | $902 | 新建仓 |
| IR | INGERSOLL RAND INC | $902 | 0.00% | 11 | 11 | — | $902 | 新建仓 |