Boulder Wealth Advisors, LLC
- SEC CIK
- 0001874080
- 最新申報
- 2026/8/7
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/8 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 32
- 較 2025 年第 4 季 −6
- 總值
- $2.51 億
- 較 2025 年第 4 季 +$1,394 萬 (+5.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF808524102 | ETF | 1,617,555 | $4,060 萬 | 16.2% | +31,222+2.0% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 52,321 | $3,418 萬 | 13.6% | −17,465−25.0% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 150,681 | $2,890 萬 | 11.5% | +3,785+2.6% | 加碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 550,343 | $2,616 萬 | 10.4% | +62,161+12.7% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 54,820 | $2,338 萬 | 9.3% | −5,936−9.8% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 73,835 | $2,285 萬 | 9.1% | +66,760+943.6% | 加碼 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 221,346 | $1,120 萬 | 4.5% | +221,346 | 新進 | – |
| J P Morgan Exchange Traded F46654Q773 | JPMORGAM LTD DUR | 189,278 | $987.8 萬 | 3.9% | +153,032+422.2% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 192,536 | $981.5 萬 | 3.9% | +110,337+134.2% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 340,188 | $923.6 萬 | 3.7% | −5,020−1.5% | 減碼 | – |
| Capital Grp Fixed Incm ETF T14020Y607 | SHOR DUR MUN ETF | 250,801 | $659.1 萬 | 2.6% | +168,317+204.1% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 130,149 | $650.6 萬 | 2.6% | −23,216−15.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 17,286 | $438.7 萬 | 1.8% | +9,783+130.4% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 42,588 | $399.2 萬 | 1.6% | +42,588 | 新進 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 33,339 | $326.4 萬 | 1.3% | −10,877−24.6% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 13,661 | $193.2 萬 | 0.8% | −21,566−61.2% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,794 | $181.8 萬 | 0.7% | −496−11.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,552 | $94.5 萬 | 0.4% | −146−5.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,933 | $55.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,126 | $54.5 萬 | 0.2% | −317−9.2% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,814 | $52.0 萬 | 0.2% | +30+1.7% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 787 | $51.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 9,774 | $49.7 萬 | 0.2% | −587−5.7% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 513 | $30.7 萬 | 0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 1,391 | $29.0 萬 | 0.1% | −281−16.8% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 3,482 | $26.7 萬 | 0.1% | −4−0.1% | 減碼 | – |
| XELXcel Energy Inc | Stock | 3,270 | $26.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 656 | $24.4 萬 | 0.1% | +51+8.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 820 | $24.1 萬 | 0.1% | +46+5.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 397 | $22.7 萬 | 0.1% | −26−6.1% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 4,817 | $22.7 萬 | 0.1% | −116,833−96.0% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 206 | $20.5 萬 | 0.1% | +206 | 新進 | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| NVIDIA Corporation67066G954 | PUT | $34.0 萬 | – |
2025 年第 4 季之後清倉（9 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 143,890 | $639.9 萬 | 2.7% | – |
| Capital Grp Fixed Incm ETF T14020Y805 | MUN HIGH ETF | 121,969 | $310.8 萬 | 1.3% | – |
| J P Morgan Exchange Traded F46654Q732 | U S TEC LEA ETF | 18,460 | $166.3 萬 | 0.7% | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 9,492 | $47.9 萬 | 0.2% | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 2,496 | $35.2 萬 | 0.1% | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 513 | $31.5 萬 | 0.1% | – |
| USOUnited States Oil Fund, LP | UNITS | 31 | $626 | <0.1% | 歷史 |
| PFEPfizer Inc | Stock | 58 | $612 | <0.1% | 歷史 |
| GRABGrab Holdings Ltd | CLASS A ORD | 100 | $46 | <0.1% | 歷史 |