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 |
|---|---|---|---|---|---|---|---|---|
| EXPD | EXPEDITORS INTL WASH INC | $326 | 0.00% | 2 | 2 | — | $326 | 新建仓 |
| MOS | MOSAIC CO | $318 | 0.00% | 15 | 15 | — | $318 | 新建仓 |
| PSA | PUBLIC STORAGE | $318 | 0.00% | 1 | 1 | — | $318 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS INC | $317 | 0.00% | 4 | 4 | — | $317 | 新建仓 |
| PEN | PENUMBRA INC | $316 | 0.00% | 1 | 1 | — | $316 | 新建仓 |
| THO | THOR INDS INC | $301 | 0.00% | 4 | 4 | — | $301 | 新建仓 |
| RKT | ROCKET COS INC | $299 | 0.00% | 19 | 19 | — | $299 | 新建仓 |
| ESAB | ESAB CORPORATION | $296 | 0.00% | 3 | 3 | — | $296 | 新建仓 |
| VMC | VULCAN MATLS CO | $295 | 0.00% | 1 | 1 | — | $295 | 新建仓 |
| WYNN | WYNN RESORTS LTD | $291 | 0.00% | 3 | 3 | — | $291 | 新建仓 |
| FAST | FASTENAL CO | $288 | 0.00% | 6 | 6 | — | $288 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $282 | 0.00% | 1 | 1 | — | $282 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $280 | 0.00% | 1 | 1 | — | $280 | 新建仓 |
| TXT | TEXTRON INC | $275 | 0.00% | 3 | 3 | — | $275 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $274 | 0.00% | 2 | 2 | — | $274 | 新建仓 |
| TRGP | TARGA RES CORP | $268 | 0.00% | 1 | 1 | — | $268 | 新建仓 |
| VTR | VENTAS INC | $266 | 0.00% | 3 | 3 | — | $266 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $263 | 0.00% | 2 | 2 | — | $263 | 新建仓 |
| VRSN | VERISIGN INC | $252 | 0.00% | 1 | 1 | — | $252 | 新建仓 |
| RBRK | RUBRIK INC. | $241 | 0.00% | 3 | 3 | — | $241 | 新建仓 |
| GRMN | GARMIN LTD | $238 | 0.00% | 1 | 1 | — | $238 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $237 | 0.00% | 1 | 1 | — | $237 | 新建仓 |
| NDAQ | NASDAQ INC | $236 | 0.00% | 3 | 3 | — | $236 | 新建仓 |
| DG | DOLLAR GEN CORP | $230 | 0.00% | 2 | 2 | — | $230 | 新建仓 |
| AEE | AMEREN CORP | $226 | 0.00% | 2 | 2 | — | $226 | 新建仓 |
| PVH | PVH CORPORATION | $223 | 0.00% | 3 | 3 | — | $223 | 新建仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $222 | 0.00% | 2 | 2 | — | $222 | 新建仓 |
| BBWI | BATH & BODY WORKS INC | $208 | 0.00% | 9 | 9 | — | $208 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $206 | 0.00% | 1 | 1 | — | $206 | 新建仓 |
| ADBE | ADOBE INC | $205 | 0.00% | 1 | 1 | — | $205 | 新建仓 |
| — | ELECTRONIC ARTS INC | $205 | 0.00% | 1 | 1 | — | $205 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $202 | 0.00% | 1 | 1 | — | $202 | 新建仓 |
| IQV | IQVIA HLDGS INC | $193 | 0.00% | 1 | 1 | — | $193 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL | $191 | 0.00% | 4 | 4 | — | $191 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $188 | 0.00% | 1 | 1 | — | $188 | 新建仓 |
| NOV | NOV INC | $186 | 0.00% | 10 | 10 | — | $186 | 新建仓 |
| GL | GLOBE LIFE INC | $179 | 0.00% | 1 | 1 | — | $179 | 新建仓 |
| NTRS | NORTHERN TR CORP | $174 | 0.00% | 1 | 1 | — | $174 | 新建仓 |
| WING | WINGSTOP INC | $173 | 0.00% | 1 | 1 | — | $173 | 新建仓 |
| PCG | PG&E CORP | $168 | 0.00% | 10 | 10 | — | $168 | 新建仓 |
| NKE | NIKE INC | $164 | 0.00% | 4 | 4 | — | $164 | 新建仓 |
| EQT | EQT CORP | $160 | 0.00% | 3 | 3 | — | $160 | 新建仓 |
| IRON | DISC MEDICINE INC | $146 | 0.00% | 2 | 2 | — | $146 | 新建仓 |
| OMC | OMNICOM GROUP INC | $146 | 0.00% | 2 | 2 | — | $146 | 新建仓 |
| QURE | UNIQURE NV | $138 | 0.00% | 3 | 3 | — | $138 | 新建仓 |
| APTV | APTIV PLC | $123 | 0.00% | 2 | 2 | — | $123 | 新建仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $122 | 0.00% | 3 | 3 | — | $122 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $111 | 0.00% | 1 | 1 | — | $111 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $105 | 0.00% | 2 | 2 | — | $105 | 新建仓 |
| IQ | IQIYI INC | $104 | 0.00% | 100 | 100 | — | $104 | 新建仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $104 | 0.00% | 2 | 2 | — | $104 | 新建仓 |
| FHN | FIRST HORIZON CORPORATION | $103 | 0.00% | 4 | 4 | — | $103 | 新建仓 |
| CRWV | COREWEAVE INC | $100 | 0.00% | 1 | 1 | — | $100 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $97 | 0.00% | 2 | 2 | — | $97 | 新建仓 |
| VLTO | VERALTO CORP | $89 | 0.00% | 1 | 1 | — | $89 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $83 | 0.00% | 2 | 2 | — | $83 | 新建仓 |
| ASIX | ADVANSIX INC | $80 | 0.00% | 4 | 4 | — | $80 | 新建仓 |
| — | WEBSTER FINL CORP | $76 | 0.00% | 1 | 1 | — | $76 | 新建仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $72 | 0.00% | 1 | 1 | — | $72 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $53 | 0.00% | 2 | 2 | — | $53 | 新建仓 |
| CPNG | COUPANG INC | $52 | 0.00% | 3 | 3 | — | $52 | 新建仓 |
| MICC | MAGNUM ICE CREAM CO NV | $52 | 0.00% | 3 | 3 | — | $52 | 新建仓 |
| WCLD | WISDOMTREE TR | $32 | 0.00% | 1 | 1 | — | $32 | 新建仓 |
| VTRS | VIATRIS INC | $16 | 0.00% | 1 | 1 | — | $16 | 新建仓 |
| XRX | XEROX HOLDINGS CORP | $16 | 0.00% | 5 | 5 | — | $16 | 新建仓 |
| CNDT | CONDUENT INC | $6 | 0.00% | 4 | 4 | — | $6 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $6 | 0.00% | 1 | 1 | — | $6 | 新建仓 |
| — | XEROX HOLDINGS CORP | $1 | 0.00% | 2 | 2 | — | $1 | 新建仓 |
| AAUS | EA SERIES TRUST | $0 | 0.00% | 0 | -35,307 | -100.0% | -$191.31万 | 清仓 |
| IBMO | ISHARES TR | $0 | 0.00% | 0 | -11,032 | -100.0% | -$28.30万 | 清仓 |