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 |
|---|---|---|---|---|---|---|---|---|
| ULTA | ULTA BEAUTY INC | $902 | 0.00% | 2 | 2 | — | $902 | 新建仓 |
| MKSI | MKS INC. | $890 | 0.00% | 2 | 2 | — | $890 | 新建仓 |
| APH | AMPHENOL CORP | $882 | 0.00% | 5 | 5 | — | $882 | 新建仓 |
| OKE | ONEOK INC NEW | $869 | 0.00% | 10 | 10 | — | $869 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $851 | 0.00% | 9 | 9 | — | $851 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $843 | 0.00% | 5 | 5 | — | $843 | 新建仓 |
| JHX | JAMES HARDIE INDS PLC | $838 | 0.00% | 32 | 32 | — | $838 | 新建仓 |
| ROL | ROLLINS INC | $835 | 0.00% | 20 | 20 | — | $835 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $812 | 0.00% | 3 | 3 | — | $812 | 新建仓 |
| UNM | UNUM GROUP | $805 | 0.00% | 9 | 9 | — | $805 | 新建仓 |
| OFRM | ONCE UPON A FARM PBC | $799 | 0.00% | 39 | 39 | — | $799 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $795 | 0.00% | 1 | 1 | — | $795 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $795 | 0.00% | 2 | 2 | — | $795 | 新建仓 |
| HLN | HALEON PLC | $793 | 0.00% | 85 | 85 | — | $793 | 新建仓 |
| ATI | ATI INC | $788 | 0.00% | 4 | 4 | — | $788 | 新建仓 |
| HEI/A | HEICO CORP NEW | $774 | 0.00% | 3 | 3 | — | $774 | 新建仓 |
| MPC | MARATHON PETE CORP | $767 | 0.00% | 3 | 3 | — | $767 | 新建仓 |
| SONY | SONY GROUP CORP | $762 | 0.00% | 38 | 38 | — | $762 | 新建仓 |
| INSM | INSMED INC | $746 | 0.00% | 7 | 7 | — | $746 | 新建仓 |
| SRE | SEMPRA | $742 | 0.00% | 8 | 8 | — | $742 | 新建仓 |
| DXCM | DEXCOM INC | $741 | 0.00% | 11 | 11 | — | $741 | 新建仓 |
| DLTR | DOLLAR TREE INC | $726 | 0.00% | 6 | 6 | — | $726 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $713 | 0.00% | 3 | 3 | — | $713 | 新建仓 |
| MDT | MEDTRONIC PLC | $704 | 0.00% | 9 | 9 | — | $704 | 新建仓 |
| RDDT | REDDIT INC | $694 | 0.00% | 4 | 4 | — | $694 | 新建仓 |
| ETR | ENTERGY CORP NEW | $689 | 0.00% | 6 | 6 | — | $689 | 新建仓 |
| APA | APA CORPORATION | $684 | 0.00% | 21 | 21 | — | $684 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $679 | 0.00% | 7 | 7 | — | $679 | 新建仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $671 | 0.00% | 6 | 6 | — | $671 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $667 | 0.00% | 1 | 1 | — | $667 | 新建仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $622 | 0.00% | 20 | 20 | — | $622 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $612 | 0.00% | 18 | 18 | — | $612 | 新建仓 |
| RKLB | ROCKET LAB CORP | $610 | 0.00% | 6 | 6 | — | $610 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $608 | 0.00% | 4 | 4 | — | $608 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $602 | 0.00% | 6 | 6 | — | $602 | 新建仓 |
| ITT | ITT INC | $593 | 0.00% | 3 | 3 | — | $593 | 新建仓 |
| QGEN | QIAGEN NV | $587 | 0.00% | 15 | 15 | — | $587 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $583 | 0.00% | 12 | 12 | — | $583 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $581 | 0.00% | 6 | 6 | — | $581 | 新建仓 |
| LII | LENNOX INTL INC | $573 | 0.00% | 1 | 1 | — | $573 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $573 | 0.00% | 13 | 13 | — | $573 | 新建仓 |
| FN | FABRINET | $562 | 0.00% | 1 | 1 | — | $562 | 新建仓 |
| MSCI | MSCI INC | $560 | 0.00% | 1 | 1 | — | $560 | 新建仓 |
| REG | REGENCY CTRS CORP | $558 | 0.00% | 7 | 7 | — | $558 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $549 | 0.00% | 7 | 7 | — | $549 | 新建仓 |
| LEN | LENNAR CORP | $543 | 0.00% | 6 | 6 | — | $543 | 新建仓 |
| CBRE | CBRE GROUP INC | $539 | 0.00% | 4 | 4 | — | $539 | 新建仓 |
| IVZ | INVESCO LTD | $528 | 0.00% | 20 | 20 | — | $528 | 新建仓 |
| ALKS | ALKERMES PLC | $524 | 0.00% | 10 | 10 | — | $524 | 新建仓 |
| GAP | GAP INC | $523 | 0.00% | 28 | 28 | — | $523 | 新建仓 |
| EOG | EOG RES INC | $519 | 0.00% | 4 | 4 | — | $519 | 新建仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $519 | 0.00% | 3 | 3 | — | $519 | 新建仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $518 | 0.00% | 8 | 8 | — | $518 | 新建仓 |
| APP | APPLOVIN CORP | $515 | 0.00% | 1 | 1 | — | $515 | 新建仓 |
| SNOW | SNOWFLAKE INC | $509 | 0.00% | 2 | 2 | — | $509 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $505 | 0.00% | 3 | 3 | — | $505 | 新建仓 |
| TFC | TRUIST FINL CORP | $498 | 0.00% | 10 | 10 | — | $498 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $491 | 0.00% | 3 | 3 | — | $491 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $485 | 0.00% | 2 | 2 | — | $485 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $467 | 0.00% | 4 | 4 | — | $467 | 新建仓 |
| BXP | BXP INC | $464 | 0.00% | 7 | 7 | — | $464 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $459 | 0.00% | 2 | 2 | — | $459 | 新建仓 |
| FROG | JFROG LTD | $454 | 0.00% | 5 | 5 | — | $454 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $452 | 0.00% | 5 | 5 | — | $452 | 新建仓 |
| EXP | EAGLE MATLS INC | $450 | 0.00% | 2 | 2 | — | $450 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $447 | 0.00% | 2 | 2 | — | $447 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $446 | 0.00% | 3 | 3 | — | $446 | 新建仓 |
| KR | KROGER CO | $444 | 0.00% | 8 | 8 | — | $444 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $443 | 0.00% | 14 | 14 | — | $443 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $438 | 0.00% | 3 | 3 | — | $438 | 新建仓 |
| GTX | GARRETT MOTION INC | $435 | 0.00% | 12 | 12 | — | $435 | 新建仓 |
| ZTS | ZOETIS INC | $431 | 0.00% | 6 | 6 | — | $431 | 新建仓 |
| ONON | ON HLDG AG | $425 | 0.00% | 12 | 12 | — | $425 | 新建仓 |
| MET | METLIFE INC | $423 | 0.00% | 5 | 5 | — | $423 | 新建仓 |
| MTZ | MASTEC INC | $416 | 0.00% | 1 | 1 | — | $416 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $413 | 0.00% | 3 | 3 | — | $413 | 新建仓 |
| FLUT | FLUTTER ENTMT PLC | $409 | 0.00% | 4 | 4 | — | $409 | 新建仓 |
| TW | TRADEWEB MKTS INC | $399 | 0.00% | 4 | 4 | — | $399 | 新建仓 |
| RMBS | RAMBUS INC DEL | $398 | 0.00% | 3 | 3 | — | $398 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $398 | 0.00% | 3 | 3 | — | $398 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $398 | 0.00% | 3 | 3 | — | $398 | 新建仓 |
| LEVI | LEVI STRAUSS & CO NEW | $397 | 0.00% | 16 | 16 | — | $397 | 新建仓 |
| IWO | ISHARES TR | $394 | 0.00% | 1 | 1 | — | $394 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $393 | 0.00% | 16 | 16 | — | $393 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $390 | 0.00% | 1 | 1 | — | $390 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $389 | 0.00% | 2 | 2 | — | $389 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $384 | 0.00% | 4 | 4 | — | $384 | 新建仓 |
| RBLX | ROBLOX CORP | $381 | 0.00% | 7 | 7 | — | $381 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $380 | 0.00% | 5 | 5 | — | $380 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $373 | 0.00% | 3 | 3 | — | $373 | 新建仓 |
| — | NUVALENT INC | $371 | 0.00% | 3 | 3 | — | $371 | 新建仓 |
| CSL | CARLISLE COS INC | $363 | 0.00% | 1 | 1 | — | $363 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $359 | 0.00% | 2 | 2 | — | $359 | 新建仓 |
| HEI | HEICO CORP NEW | $356 | 0.00% | 1 | 1 | — | $356 | 新建仓 |
| VEEV | VEEVA SYS INC | $355 | 0.00% | 2 | 2 | — | $355 | 新建仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $351 | 0.00% | 14 | 14 | — | $351 | 新建仓 |
| INCY | INCYTE CORP | $340 | 0.00% | 3 | 3 | — | $340 | 新建仓 |
| FTI | TECHNIPFMC PLC | $332 | 0.00% | 5 | 5 | — | $332 | 新建仓 |
| AON | AON PLC | $332 | 0.00% | 1 | 1 | — | $332 | 新建仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $331 | 0.00% | 12 | 12 | — | $331 | 新建仓 |