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 |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | $2,631.55万 | 11.82% | 908,685 | 207,890 | 29.7% | $602.05万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,229.36万 | 10.01% | 804,823 | 61,620 | 8.3% | $170.69万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,888.84万 | 8.48% | 51,044 | 1,800 | 3.7% | $66.61万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,791.40万 | 8.04% | 726,438 | 47,957 | 7.1% | $118.26万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,634.96万 | 7.34% | 555,541 | -104,961 | -15.9% | -$308.90万 | 减仓 |
| VV | VANGUARD INDEX FDS | $1,078.05万 | 4.84% | 31,347 | 25 | 0.1% | $8,598 | 加仓 |
| VXUS | VANGUARD STAR FDS | $946.77万 | 4.25% | 110,746 | 4,089 | 3.8% | $34.96万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $589.20万 | 2.65% | 159,804 | -34,790 | -17.9% | -$128.27万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $575.66万 | 2.58% | 65,506 | 1,488 | 2.3% | $13.08万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $539.55万 | 2.42% | 91,481 | -19,318 | -17.4% | -$113.94万 | 减仓 |
| IXUS | ISHARES TR | $489.36万 | 2.20% | 51,274 | 707 | 1.4% | $6.75万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $449.95万 | 2.02% | 158,490 | 59,280 | 59.8% | $168.30万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $406.38万 | 1.82% | 80,647 | 2,810 | 3.6% | $14.16万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $359.79万 | 1.62% | 106,320 | -300 | -0.3% | -$1.02万 | 减仓 |
| VO | VANGUARD INDEX FDS | $353.35万 | 1.59% | 43,857 | -131,419 | -75.0% | -$1,058.84万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $348.31万 | 1.56% | 96,403 | -17,926 | -15.7% | -$64.77万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $338.18万 | 1.52% | 4,924 | -87 | -1.7% | -$5.98万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $257.62万 | 1.16% | 12,875 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $250.34万 | 1.12% | 3,343 | 8 | 0.2% | $5,991 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $247.30万 | 1.11% | 34,709 | -1,079 | -3.0% | -$7.69万 | 减仓 |
| AAUA | EA SERIES TRUST | $200.98万 | 0.90% | 35,307 | 35,307 | — | $200.98万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $195.44万 | 0.88% | 28,928 | 593 | 2.1% | $4.01万 | 加仓 |
| VB | VANGUARD INDEX FDS | $187.53万 | 0.84% | 6,187 | -47 | -0.8% | -$1.42万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $180.00万 | 0.81% | 11,468 | 11,468 | — | $180.00万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $166.07万 | 0.75% | 8,300 | 8,300 | — | $166.07万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $131.91万 | 0.59% | 6,053 | 21 | 0.3% | $4,577 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $109.13万 | 0.49% | 18,282 | -246 | -1.3% | -$1.47万 | 减仓 |
| ITOT | ISHARES TR | $103.46万 | 0.46% | 6,298 | 2 | 0.0% | $329 | 加仓 |
| SPTS | SPDR SERIES TRUST | $95.15万 | 0.43% | 32,799 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $94.74万 | 0.43% | 16,427 | -224 | -1.3% | -$1.29万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $92.27万 | 0.41% | 10,712 | -50,236 | -82.4% | -$432.74万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $89.19万 | 0.40% | 2,633 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $88.16万 | 0.40% | 36,519 | 984 | 2.8% | $2.38万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $75.48万 | 0.34% | 3,106 | 9 | 0.3% | $2,187 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $72.39万 | 0.33% | 13,720 | 5 | 0.0% | $264 | 加仓 |
| SCHQ | SCHWAB STRATEGIC TR | $72.24万 | 0.32% | 23,079 | 2,031 | 9.6% | $6.36万 | 加仓 |
| MUB | ISHARES TR | $68.47万 | 0.31% | 6,362 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $62.39万 | 0.28% | 27,389 | -611 | -2.2% | -$1.39万 | 减仓 |
| GOOGL | ALPHABET INC | $61.90万 | 0.28% | 1,732 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $61.13万 | 0.27% | 2,113 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $59.04万 | 0.27% | 1,671 | -251 | -13.1% | -$8.87万 | 减仓 |
| BALL | BALL CORP | $57.81万 | 0.26% | 9,265 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $56.75万 | 0.25% | 17,896 | -78 | -0.4% | -$2,473 | 减仓 |
| IJH | ISHARES TR | $54.55万 | 0.24% | 7,074 | -12 | -0.2% | -$925 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $54.39万 | 0.24% | 2,000 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $52.91万 | 0.24% | 22,873 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $50.07万 | 0.22% | 3,786 | 8 | 0.2% | $1,058 | 加仓 |
| IEFA | ISHARES TR | $48.18万 | 0.22% | 4,989 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $46.43万 | 0.21% | 1,104 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $44.53万 | 0.20% | 3,003 | -5 | -0.2% | -$741 | 减仓 |
| QQQ | INVESCO QQQ TR | $43.80万 | 0.20% | 595 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $42.69万 | 0.19% | 1,734 | -120 | -6.5% | -$2.95万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $42.25万 | 0.19% | 566 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC 看跌期权 | $42.06万 | 0.19% | 1,000 | 1,000 | — | $42.06万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $40.21万 | 0.18% | 15,174 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $39.80万 | 0.18% | 3,831 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $39.59万 | 0.18% | 4,779 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $39.33万 | 0.18% | 786 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $39.14万 | 0.18% | 1,654 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $37.34万 | 0.17% | 1,001 | -151 | -13.1% | -$5.63万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $36.96万 | 0.17% | 4,677 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $36.87万 | 0.17% | 1,547 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $35.63万 | 0.16% | 1,186 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $35.59万 | 0.16% | 6,791 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $32.94万 | 0.15% | 1,047 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $31.52万 | 0.14% | 8,692 | 10 | 0.1% | $363 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $29.30万 | 0.13% | 12,375 | -326 | -2.6% | -$7,720 | 减仓 |
| VGT | VANGUARD WORLD FD | $29.25万 | 0.13% | 2,447 | -17,129 | -87.5% | -$204.76万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $28.98万 | 0.13% | 4,310 | -54 | -1.2% | -$3,631 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $28.65万 | 0.13% | 306 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $24.91万 | 0.11% | 15,685 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $22.53万 | 0.10% | 223 | 1 | 0.5% | $1,010 | 加仓 |
| EEM | ISHARES TR | $22.42万 | 0.10% | 3,278 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.24万 | 0.10% | 791 | -93 | -10.5% | -$2.62万 | 重新持有 |
| VTEB | VANGUARD MUN BD FDS | $21.94万 | 0.10% | 4,338 | -331 | -7.1% | -$1.67万 | 减仓 |
| RTX | RTX CORPORATION | $21.52万 | 0.10% | 1,134 | 1,134 | — | $21.52万 | 新建仓 |
| VSGX | VANGUARD WORLD FD | $21.28万 | 0.10% | 2,584 | 2,584 | — | $21.28万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $20.68万 | 0.09% | 433 | 433 | — | $20.68万 | 新建仓 |
| IWB | ISHARES TR | $20.56万 | 0.09% | 502 | 502 | — | $20.56万 | 新建仓 |
| QUAL | ISHARES TR | $20.32万 | 0.09% | 926 | 926 | — | $20.32万 | 新建仓 |
| CAT | CATERPILLAR INC | $19.38万 | 0.09% | 182 | 182 | — | $19.38万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $19.31万 | 0.09% | 2,631 | -2,112 | -44.5% | -$15.50万 | 减仓 |
| IVW | ISHARES TR | $19.03万 | 0.09% | 1,384 | 1,384 | — | $19.03万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $18.53万 | 0.08% | 566 | 566 | — | $18.53万 | 新建仓 |
| HYG | ISHARES TR | $17.87万 | 0.08% | 2,235 | 2,235 | — | $17.87万 | 新建仓 |
| VBIL | VANGUARD INSTL INDEX FD | $17.78万 | 0.08% | 2,350 | 2,350 | — | $17.78万 | 新建仓 |
| FISV | FISERV INC | $16.23万 | 0.07% | 3,309 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $16.14万 | 0.07% | 817 | 817 | — | $16.14万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $16.11万 | 0.07% | 1,641 | 1,641 | — | $16.11万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $15.75万 | 0.07% | 1,791 | 1,791 | — | $15.75万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $14.21万 | 0.06% | 1,619 | 1,619 | — | $14.21万 | 新建仓 |
| AVGO | BROADCOM INC | $13.86万 | 0.06% | 367 | -385 | -51.2% | -$14.54万 | 重新持有 |
| ESGU | ISHARES TR | $13.86万 | 0.06% | 847 | 847 | — | $13.86万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $13.37万 | 0.06% | 2,493 | 2,493 | — | $13.37万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $13.03万 | 0.06% | 1,435 | 1,435 | — | $13.03万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $12.80万 | 0.06% | 1,327 | -72 | -5.1% | -$6,943 | 减仓 |
| SPYD | SPDR SERIES TRUST | $12.57万 | 0.06% | 2,634 | 2,634 | — | $12.57万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $12.37万 | 0.06% | 668 | 668 | — | $12.37万 | 新建仓 |
| SCHY | SCHWAB STRATEGIC TR | $12.21万 | 0.05% | 3,848 | 3,848 | — | $12.21万 | 新建仓 |
| AOR | ISHARES TR | $12.19万 | 0.05% | 1,754 | 1,754 | — | $12.19万 | 新建仓 |