BlueStem Wealth Partners, LLC 13F 持仓 · 2026年Q2

BlueStem Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 127 只证券，申报市值合计 10.04 亿美元。前几大持仓：SCHF（10.53%）、FNDX（7.31%）、DYNF（6.84%）。本季前 25 大持仓中：新建仓 3 只、增持 11 只、减持 11 只。

排名	代码	公司	市值	占组合	股数	变动
1	SCHF	SCHWAB INTERNATIONAL EQUITY ETF	$105.8M	10.53%	3.8M	增持
2	FNDX	SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF	$73.4M	7.31%	2.4M	增持
3	DYNF	ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF	$68.7M	6.84%	1.0M	减持
4	IJH	ISHARES CORE S&P MID-CAP ETF	$66.4M	6.61%	860,493	增持
5	SCHG	SCHWAB U.S. LARGE-CAP GROWTH ETF	$65.1M	6.49%	1.9M	减持
6	IVV	ISHARES CORE S&P 500 ETF	$52.8M	5.26%	70,511	减持
7	JMTG	JPMORGAN MORTGAGE-BACKED SECURITIES ETF	$48.5M	4.83%	957,738	增持
8	SPEM	STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF	$45.8M	4.57%	885,440	增持
9	CALF	PACER US SMALL CAP CASH COWS ETF	$34.1M	3.39%	672,950	增持
10	RECS	COLUMBIA RESEARCH ENHANCED CORE ETF	$33.1M	3.30%	765,762	减持
11	VUG	VANGUARD MORNINGSTAR GROWTH ETF	$32.8M	3.26%	380,355	增持
12	GOVT	ISHARES U.S. TREASURY BOND ETF	$27.7M	2.75%	1.2M	减持
13	CGMS	CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF	$22.6M	2.25%	828,507	增持
14	XLK	STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	$20.0M	1.99%	104,851	新建仓
15	BND	VANGUARD TOTAL BOND MARKET ETF	$19.3M	1.92%	262,475	减持
16	QQQ	INVESCO QQQ TRUST SERIES I	$19.1M	1.90%	25,923	增持
17	XLE	STATE STREET ENERGY SELECT SECTOR SPDR ETF	$15.7M	1.56%	295,001	减持
18	ICVT	ISHARES CONVERTIBLE BOND ETF	$15.4M	1.53%	126,255	减持
19	SPMO	INVESCO S&P 500 MOMENTUM ETF	$15.0M	1.49%	92,559	新建仓
20	VTV	VANGUARD MORNINGSTAR VALUE ETF	$14.3M	1.43%	65,820	增持
21	VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF	$14.2M	1.41%	210,678	减持
22	FLXR	TCW FLEXIBLE INCOME ETF	$13.2M	1.31%	336,643	增持
23	JMUB	JPMORGAN MUNICIPAL ETF	$13.0M	1.30%	257,354	减持
24	BLV	VANGUARD BD. IND. FDS. - LONG TERM BOND INDEX FUND	$12.5M	1.24%	180,997	新建仓
25	SIHY	HARBOR ARES SYSTEMATIC HIGH YIELD ETF	$10.9M	1.09%	239,481	减持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR