Boulder Wealth Advisors, LLC
- SEC CIK
- 0001874080
- 最新申報
- 2026/8/7
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/7 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 35
- 較 2026 年第 1 季 +3
- 總值
- $2.74 億
- 較 2026 年第 1 季 +$2,376 萬 (+9.5%)
| 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 | 1,641,481 | $4,754 萬 | 17.3% | +23,926+1.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 53,251 | $3,988 萬 | 14.5% | +930+1.8% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 154,582 | $3,392 萬 | 12.4% | +3,901+2.6% | 加碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 565,247 | $3,054 萬 | 11.1% | +14,904+2.7% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 222,414 | $2,762 萬 | 10.1% | +3,134+1.4% | 加碼依 4 比 1 拆股換算 | – |
| AVGOBroadcom Inc. | Stock | 69,030 | $2,608 萬 | 9.5% | −4,805−6.5% | 減碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 377,874 | $1,038 萬 | 3.8% | +37,686+11.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 91,302 | $970.6 萬 | 3.5% | +48,714+114.4% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y607 | SHOR DUR MUN ETF | 316,322 | $834.6 萬 | 3.0% | +65,521+26.1% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 18,989 | $702.7 萬 | 2.6% | +18,989 | 新進 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 130,633 | $661.7 萬 | 2.4% | +484+0.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 15,299 | $442.7 萬 | 1.6% | −1,987−11.5% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 34,844 | $414.6 萬 | 1.5% | +1,505+4.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 27,231 | $239.3 萬 | 0.9% | +23,749+682.1% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y805 | MUN HIGH ETF | 87,133 | $225.2 萬 | 0.8% | +87,133 | 新進 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 13,661 | $223.6 萬 | 0.8% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,571 | $178.7 萬 | 0.7% | −223−5.9% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 30,531 | $155.7 萬 | 0.6% | −162,005−84.1% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 16,832 | $145.0 萬 | 0.5% | +16,832 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 2,608 | $97.3 萬 | 0.4% | +56+2.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,933 | $69.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,850 | $65.4 萬 | 0.2% | +36+2.0% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 787 | $58.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,768 | $55.4 萬 | 0.2% | −358−11.5% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 513 | $35.2 萬 | 0.1% | 00.0% | 不變 | – |
| DELLDell Technologies Inc. | Stock | 701 | $30.2 萬 | 0.1% | +701 | 新進 | 歷史 |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 5,813 | $29.4 萬 | 0.1% | +5,813 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 854 | $27.9 萬 | 0.1% | +34+4.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,156 | $27.6 萬 | 0.1% | −235−16.9% | 減碼 | 歷史 |
| ASTSAST SpaceMobile, Inc. | COM CL A | 2,968 | $26.4 萬 | 0.1% | +2,968 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 625 | $26.3 萬 | 0.1% | −31−4.7% | 減碼 | 歷史 |
| XELXcel Energy Inc | Stock | 3,270 | $26.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 7,327 | $23.2 萬 | 0.1% | +7,327 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 371 | $20.9 萬 | 0.1% | −26−6.5% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 281 | $20.7 萬 | 0.1% | +281 | 新進 | – |
2026 年第 1 季之後清倉（5 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46434V878 | ULTRA SHORT DUR | 221,346 | $1,120 萬 | 4.5% | – |
| J P Morgan Exchange Traded F46654Q773 | JPMORGAM LTD DUR | 189,278 | $987.8 萬 | 3.9% | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 9,774 | $49.7 萬 | 0.2% | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 4,817 | $22.7 萬 | 0.1% | – |
| COSTCostco Wholesale Corp | Stock | 206 | $20.5 萬 | 0.1% | 歷史 |