Boulder Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Boulder Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 35 只证券，申报市值合计 2.74 亿美元。前几大持仓：SCHB（17.33%）、IVV（14.54%）、QUAL（12.37%）。本季前 25 大持仓中：新建仓 3 只、增持 13 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $47.5M | 17.33% | 1.6M | 增持 |
| 2 | IVV | ISHARES TR | $39.9M | 14.54% | 53,251 | 增持 |
| 3 | QUAL | ISHARES TR | $33.9M | 12.37% | 154,582 | 增持 |
| 4 | PRF | INVESCO EXCHANGE TRADED FD T | $30.5M | 11.13% | 565,247 | 增持 |
| 5 | IWF | ISHARES TR | $27.6M | 10.07% | 222,414 | 增持 |
| 6 | AVGO | BROADCOM INC | $26.1M | 9.51% | 69,030 | 减持 |
| 7 | CGMU | CAPITAL GRP FIXED INCM ETF T | $10.4M | 3.78% | 377,874 | 增持 |
| 8 | VONV | VANGUARD SCOTTSDALE FDS | $9.7M | 3.54% | 91,302 | 增持 |
| 9 | CGSM | CAPITAL GRP FIXED INCM ETF T | $8.3M | 3.04% | 316,322 | 增持 |
| 10 | VTI | VANGUARD INDEX FDS | $7.0M | 2.56% | 18,989 | 新建仓 |
| 11 | JMUB | J P MORGAN EXCHANGE TRADED F | $6.6M | 2.41% | 130,633 | 增持 |
| 12 | AAPL | APPLE INC | $4.4M | 1.61% | 15,299 | 减持 |
| 13 | SPYG | SPDR SERIES TRUST | $4.1M | 1.51% | 34,844 | 增持 |
| 14 | SPYM | SPDR SERIES TRUST | $2.4M | 0.87% | 27,231 | 增持 |
| 15 | CGHM | CAPITAL GRP FIXED INCM ETF T | $2.3M | 0.82% | 87,133 | 新建仓 |
| 16 | ESGU | ISHARES TR | $2.2M | 0.82% | 13,661 | 持平 |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.8M | 0.65% | 3,571 | 减持 |
| 18 | JMST | J P MORGAN EXCHANGE TRADED F | $1.6M | 0.57% | 30,531 | 减持 |
| 19 | VUG | VANGUARD INDEX FDS | $1.4M | 0.53% | 16,832 | 新建仓 |
| 20 | MSFT | MICROSOFT CORP | $972,898 | 0.35% | 2,608 | 增持 |
| 21 | GOOGL | ALPHABET INC | $690,796 | 0.25% | 1,933 | 持平 |
| 22 | GOOG | ALPHABET INC | $653,699 | 0.24% | 1,850 | 增持 |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $587,507 | 0.21% | 787 | 持平 |
| 24 | NVDA | NVIDIA CORPORATION | $553,756 | 0.20% | 2,768 | 减持 |
| 25 | VOO | VANGUARD INDEX FDS | $352,334 | 0.13% | 513 | 持平 |
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