Boston Standard Wealth Management, LLC
CIK 1630939 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $689.3M
- 持仓
- 59
- 截至
- 2026年6月30日
按 13F 价值排名第 3114（共 9443） · 前 33.0%
投资组合价值同比（季度）：+12.8% 13F不披露现金
- 前十大持仓权重
- 78.40%
- 前二十五大持仓权重
- 97.59%
- 持仓高于 1%
- 16
- 有效持仓数量
- 6.5
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 3.25% 估计买入 $44137975 · 卖出 $21104635
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 89.4% 仍持有
- 新仓位
- 4
- 增加
- 33
- 减少
- 16
- 已结清
- 1
本页内容
行业细分
Technology
2.6%
Industrials
0.1%
Retail
0.1%
Communication Services
0.1%
Consumer Discretionary
0.0%
Healthcare
0.0%
其他/未映射
97.0%
完整投资组合 59 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VTI | $247186302 | 35.86% | 667332 | $31191353 | 下跌 ×2 | ||
| SPDW | $47216952 | 6.85% | 946137 | $2693200 | 下跌 ×2 | ||
| IAGG | $42637479 | 6.19% | 849268 | $2098492 | 上涨 ×5 | ||
| BND Vanguard Total Bond Market ETF | $40502825 | 5.88% | 554009 | $-18086600 | 下跌 ×2 | ||
| VCRB Vanguard Core Bond ETF | $32378737 | 4.70% | 421187 | $20831234 | 上涨 ×1 | ||
| SPTM | $30877753 | 4.48% | 339708 | $4103482 | 上涨 ×2 | ||
| SPTS | $25887684 | 3.76% | 895179 | $1078227 | 上涨 ×5 | ||
| BIL | $24941221 | 3.62% | 272895 | $15746648 | 上涨 ×1 | ||
| VEU | $24633301 | 3.57% | 296966 | $2404091 | 上涨 ×1 | ||
| MUB | $24199122 | 3.51% | 225728 | $1630648 | 上涨 ×3 | ||
| VWO | $22745534 | 3.30% | 382829 | $1711355 | 下跌 ×2 | ||
| SPSM | $21812944 | 3.16% | 376832 | $2975248 | 下跌 ×1 | ||
| REET | $18796873 | 2.73% | 679938 | $1642493 | 上涨 ×5 | ||
| NVDA NVIDIA Corporation - Common Stock | $15901481 | 2.31% | 81134 | $1596231 | 下跌 ×4 | ||
| ESGV | $10614869 | 1.54% | 79946 | $1651042 | 上涨 ×2 | ||
| VXF | $8973982 | 1.30% | 36406 | $1329197 | 下跌 ×1 | ||
| VSS | $6805653 | 0.99% | 44087 | $55935 | 下跌 ×2 | ||
| JMUB | $5543619 | 0.80% | 109873 | $257650 | 上涨 ×4 | ||
| SPEM | $3752645 | 0.54% | 72835 | $368985 | 上涨 ×1 | ||
| VSGX | $3486333 | 0.51% | 42746 | $347079 | 下跌 ×3 | ||
| NUBD | $3304995 | 0.48% | 149955 | $333572 | 上涨 ×5 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $3073264 | 0.45% | 61986 | $144702 | 上涨 ×4 | ||
| SPSB | $3062437 | 0.44% | 102413 | $149754 | 上涨 ×5 | ||
| PRFZ Invesco RAFI US 1500 Small-Mid ETF | $2371556 | 0.34% | 42387 | $448011 | 上涨 ×1 | ||
| SHM | $2030238 | 0.29% | 42429 | $2429 | 下跌 ×1 | ||
| DSI | $1609978 | 0.23% | 11312 | $230356 | 上涨 ×4 | ||
| ESML | $1040222 | 0.15% | 18625 | $136623 | 下跌 ×1 | ||
| BCI | $1037896 | 0.15% | 46616 | $-78314 | |||
| IXUS iShares Core MSCI Total International Stock ETF | $912097 | 0.13% | 9637 | $77643 | 上涨 ×1 | ||
| AOA | $827412 | 0.12% | 8480 | $77280 | 上涨 ×1 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $823760 | 0.12% | 15405 | $76966 | 下跌 ×3 | ||
| BA Boeing Company (The) Common Stock | $763540 | 0.11% | 3523 | $30122 | |||
| MU Micron Technology, Inc. - Common Stock | $740628 | 0.11% | 700 | $376748 | 下跌 ×1 | ||
| SPY SPY | $670460 | 0.10% | 898 | $128593 | 上涨 ×5 | ||
| MSFT Microsoft Corporation - Common Stock | $594300 | 0.09% | 1542 | $27979 | 上涨 ×2 | ||
| AAPL Apple Inc. - Common Stock | $495136 | 0.07% | 1679 | $-295992 | 下跌 ×5 | ||
| AMZN Amazon.com, Inc. - Common Stock | $452974 | 0.07% | 1867 | $53347 | 下跌 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $452580 | 0.07% | 1219 | $132030 | 上涨 ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $441065 | 0.06% | 1234 | $85846 | 上涨 ×1 | ||
| VT | $433444 | 0.06% | 2768 | $79072 | 上涨 ×1 | ||
| RSP | $431076 | 0.06% | 2012 | $54097 | 上涨 ×2 | ||
| AOR | $407692 | 0.06% | 5877 | $31717 | 上涨 ×1 | ||
| NYF | $399124 | 0.06% | 7430 | $7253 | 上涨 ×5 | ||
| GWX | $393225 | 0.06% | 8960 | $7054 | 上涨 ×1 | ||
| DJP | $380018 | 0.06% | 8716 | $-32706 | |||
| GLD | $355119 | 0.05% | 946 | $-56251 | |||
| BNDX Vanguard Total International Bond ETF | $303606 | 0.04% | 6288 | $-69320 | 下跌 ×1 | ||
| XLE XLE | $270464 | 0.04% | 5132 | $-29704 | 上涨 ×3 | ||
| VEA | $253876 | 0.04% | 3599 | $50480 | 上涨 ×1 | ||
| WOOD WOOD | $249027 | 0.04% | 3765 | $-16549 | 上涨 ×1 | ||
| EFA | $246668 | 0.04% | 2392 | $26033 | 上涨 ×1 | ||
| FYX First Trust Small Cap Core AlphaDEX Fund | $232650 | 0.03% | 1611 | 上涨 ×1 | |||
| SCHG | $227181 | 0.03% | 6644 | 上涨 ×1 | |||
| WMT Walmart Inc. - Common Stock | $221638 | 0.03% | 2063 | $-33451 | |||
| VGT | $212139 | 0.03% | 1800 | 上涨 ×1 | |||
| FNX First Trust Mid Cap Core AlphaDEX Fund | $204238 | 0.03% | 1400 | 上涨 ×1 | |||
| HAS Hasbro, Inc. - Common Stock | $204027 | 0.03% | 2475 | $-17346 | 上涨 ×1 | ||
| DNA Ginkgo Bioworks Holdings, Inc. Class A Common Stock | $164995 | 0.02% | 15165 | $68224 | |||
| JMIA Jumia Technologies AG American Depositary Shares, each representing two Ordinary Shares | $154594 | 0.02% | 21084 | $10230 | 上涨 ×2 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| IAGG | $42637479 | 6.19% | 上涨 ×5 |
| SPTS | $25887684 | 3.76% | 上涨 ×5 |
| MUB | $24199122 | 3.51% | 上涨 ×3 |
| REET | $18796873 | 2.73% | 上涨 ×5 |
| JMUB | $5543619 | 0.80% | 上涨 ×4 |
| NUBD | $3304995 | 0.48% | 上涨 ×5 |
| VTIP | $3073264 | 0.45% | 上涨 ×4 |
| SPSB | $3062437 | 0.44% | 上涨 ×5 |
| DSI | $1609978 | 0.23% | 上涨 ×4 |
| SPY | $670460 | 0.10% | 上涨 ×5 |
| NYF | $399124 | 0.06% | 上涨 ×5 |
| XLE | $270464 | 0.04% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| BIL | 2025年12月31日 | 78686 | $7220000 | 不再跟踪 |
| JMUB | 2025年3月31日 | 6627 | $332000 | 不再跟踪 |
| SLV | 2026年6月30日 | 3390 | $229757 | 不再跟踪 |
| GLD | 2025年3月31日 | 920 | $223000 | 不再跟踪 |
| ACN | 2025年9月30日 | 695 | $208000 | -26.0% |
| XLE | 2025年6月30日 | 2256 | $206000 | 不再跟踪 |
| DM | 2025年9月30日 | 159682 | $0 | 不再跟踪 |