BostonPremier Wealth LLC 13F 持仓 · 2026年Q2
BostonPremier Wealth 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 79 只证券,申报市值合计 2.35 亿美元。前几大持仓:VTI(27.42%)、QQQ(15.44%)、IJH(9.25%)。本季前 25 大持仓中:增持 18 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $64.6M | 27.42% | 174,496 | 增持 |
| 2 | QQQ | INVESCO QQQ TR | $36.4M | 15.44% | 49,385 | 增持 |
| 3 | IJH | ISHARES TR | $21.8M | 9.25% | 282,564 | 增持 |
| 4 | AVLV | AMERICAN CENTY ETF TR | $18.5M | 7.87% | 203,126 | 增持 |
| 5 | DFUS | DIMENSIONAL ETF TRUST | $12.6M | 5.35% | 153,731 | 增持 |
| 6 | IJR | ISHARES TR | $9.7M | 4.10% | 65,072 | 增持 |
| 7 | AAPL | APPLE INC | $9.0M | 3.82% | 31,066 | 减持 |
| 8 | ARTY | ISHARES TR | $7.4M | 3.12% | 96,515 | 增持 |
| 9 | NVDA | NVIDIA CORPORATION | $5.6M | 2.37% | 27,867 | 增持 |
| 10 | UTES | ETFIS SER TR I | $4.7M | 1.98% | 57,076 | 增持 |
| 11 | RSP | INVESCO EXCHANGE TRADED FD T | $3.8M | 1.62% | 17,943 | 增持 |
| 12 | AMZN | AMAZON COM INC | $3.3M | 1.38% | 13,677 | 增持 |
| 13 | GOOG | ALPHABET INC | $3.0M | 1.26% | 8,416 | 减持 |
| 14 | QQXT | FIRST TR EXCHANGE-TRADED FD | $2.2M | 0.94% | 22,739 | 增持 |
| 15 | VXF | VANGUARD INDEX FDS | $1.9M | 0.81% | 7,761 | 增持 |
| 16 | TSLA | TESLA INC | $1.6M | 0.66% | 3,713 | 增持 |
| 17 | VRT | VERTIV HOLDINGS CO | $1.3M | 0.57% | 4,018 | 增持 |
| 18 | MSFT | MICROSOFT CORP | $1.2M | 0.52% | 3,308 | 增持 |
| 19 | AMD | ADVANCED MICRO DEVICES INC | $1.2M | 0.51% | 2,058 | 持平 |
| 20 | GLD | SPDR GOLD TR | $1.0M | 0.43% | 2,724 | 减持 |
| 21 | AVGO | BROADCOM INC | $992,441 | 0.42% | 2,627 | 增持 |
| 22 | IVV | ISHARES TR | $929,229 | 0.39% | 1,241 | 持平 |
| 23 | NBIS | NEBIUS GROUP N.V. | $855,022 | 0.36% | 3,096 | 增持 |
| 24 | FVD | FIRST TR EXCHANGE-TRADED FD | $825,559 | 0.35% | 17,135 | 减持 |
| 25 | LMBS | FIRST TR EXCHANGE-TRADED FD | $781,755 | 0.33% | 15,704 | 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