BostonPremier Wealth LLC
CIK 2053783 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $235.5M
- 持仓
- 79
- 截至
- 2026年6月30日
按 13F 价值排名第 5913（共 9443） · 前 62.6%
投资组合价值同比（季度）：+21.7% 13F不披露现金
- 前十大持仓权重
- 80.73%
- 前二十五大持仓权重
- 91.30%
- 持仓高于 1%
- 13
- 有效持仓数量
- 8.1
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.28% 估计买入 $9281945 · 卖出 $592099
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 87.8% 仍持有
- 新仓位
- 9
- 增加
- 41
- 减少
- 17
- 已结清
- 4
本页内容
行业细分
Technology
8.5%
Communication Services
1.8%
Retail
1.4%
Industrials
0.9%
Consumer Discretionary
0.7%
Financial Services
0.5%
Consumer Staples
0.4%
Healthcare
0.3%
Communications
0.3%
Energy
0.3%
Financials
0.2%
Telecommunication
0.2%
Consumer products
0.1%
Real Estate
0.1%
其他/未映射
84.5%
完整投资组合 79 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VTI | $64570616 | 27.42% | 174496 | $10135302 | 上涨 ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $36367306 | 15.44% | 49385 | $8673425 | 上涨 ×6 | ||
| IJH | $21788539 | 9.25% | 282564 | $3299190 | 上涨 ×6 | ||
| AVLV | $18527123 | 7.87% | 203126 | $2739841 | 上涨 ×6 | ||
| DFUS | $12596720 | 5.35% | 153731 | $2229539 | 上涨 ×4 | ||
| IJR | $9650899 | 4.10% | 65072 | $1804034 | 上涨 ×2 | ||
| AAPL Apple Inc. - Common Stock | $8989353 | 3.82% | 31066 | $1076388 | 下跌 ×3 | ||
| ARTY | $7350591 | 3.12% | 96515 | $2878108 | 上涨 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $5576006 | 2.37% | 27867 | $1094254 | 上涨 ×1 | ||
| UTES | $4665407 | 1.98% | 57076 | $318667 | 上涨 ×3 | ||
| RSP | $3817820 | 1.62% | 17943 | $427149 | 上涨 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $3259776 | 1.38% | 13677 | $432927 | 上涨 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2973509 | 1.26% | 8416 | $551640 | 下跌 ×1 | ||
| QQXT First Trust NASDAQ-100 Ex-Technology Sector Index Fund | $2219720 | 0.94% | 22739 | $23723 | 上涨 ×2 | ||
| VXF | $1910819 | 0.81% | 7761 | $391801 | 上涨 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $1561688 | 0.66% | 3713 | $186213 | 上涨 ×6 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $1345227 | 0.57% | 4018 | $385964 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1233994 | 0.52% | 3308 | $161131 | 上涨 ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1195513 | 0.51% | 2058 | $776854 | |||
| GLD | $1003411 | 0.43% | 2724 | $-190429 | 下跌 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $992441 | 0.42% | 2627 | $258803 | 上涨 ×3 | ||
| IVV | $929229 | 0.39% | 1241 | $118852 | |||
| NBIS Nebius Group N.V. - Class A Ordinary Shares | $855022 | 0.36% | 3096 | $580577 | 上涨 ×1 | ||
| FVD | $825559 | 0.35% | 17135 | $-45266 | 下跌 ×3 | ||
| LMBS First Trust Low Duration Opportunities ETF | $781755 | 0.33% | 15704 | $-72262 | 下跌 ×3 | ||
| SPY SPY | $715298 | 0.30% | 958 | $93263 | 上涨 ×2 | ||
| PM Philip Morris International Inc Common Stock | $686901 | 0.29% | 3797 | $59270 | 上涨 ×2 | ||
| DFAC | $681110 | 0.29% | 15354 | $85917 | 上涨 ×6 | ||
| JNJ Johnson & Johnson Common Stock | $665361 | 0.28% | 2620 | $26830 | 上涨 ×2 | ||
| USMV | $658758 | 0.28% | 6829 | $-4402 | 下跌 ×3 | ||
| VLUE | $655623 | 0.28% | 3281 | $170423 | 下跌 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $639900 | 0.27% | 1136 | $24782 | 上涨 ×6 | ||
| ANET Arista Networks, Inc. Common Stock | $612078 | 0.26% | 3603 | $169702 | |||
| XOM Exxon Mobil Corporation Common Stock | $596093 | 0.25% | 4360 | $-315977 | 下跌 ×1 | ||
| XT iShares Future Exponential Technologies ETF | $583820 | 0.25% | 7065 | $80006 | 下跌 ×2 | ||
| VIG | $581031 | 0.25% | 2456 | $171078 | 上涨 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $557697 | 0.24% | 1561 | $209684 | 上涨 ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $542516 | 0.23% | 470 | 上涨 ×1 | |||
| OEF | $516933 | 0.22% | 1413 | $79270 | 上涨 ×3 | ||
| FNY First Trust Mid Cap Growth AlphaDEX Fund | $508740 | 0.22% | 4589 | $89123 | 下跌 ×1 | ||
| STT State Street Corporation Common Stock | $502983 | 0.21% | 2966 | $129110 | 上涨 ×6 | ||
| IAU | $498366 | 0.21% | 6600 | $-83490 | |||
| XAR | $495762 | 0.21% | 1747 | $52131 | |||
| MAIN Main Street Capital Corporation Common Stock | $428010 | 0.18% | 8250 | $-8910 | |||
| OCTM | $420265 | 0.18% | 12508 | $13380 | |||
| QQQM Invesco NASDAQ 100 ETF | $418056 | 0.18% | 1380 | $96139 | 上涨 ×3 | ||
| CB Chubb Limited Common Stock | $416725 | 0.18% | 1223 | $18113 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $389561 | 0.17% | 3339 | $-37430 | 上涨 ×2 | ||
| SCHB | $356745 | 0.15% | 12319 | $48367 | 上涨 ×1 | ||
| BE Bloom Energy Corporation Class A Common Stock | $355975 | 0.15% | 1176 | $147456 | 下跌 ×1 | ||
| GLTR | $340562 | 0.14% | 1880 | $-9609 | 上涨 ×1 | ||
| IWV | $334375 | 0.14% | 784 | $98038 | 上涨 ×3 | ||
| EQL | $330979 | 0.14% | 6561 | $16554 | 下跌 ×1 | ||
| IWP | $323977 | 0.14% | 2213 | $39960 | 下跌 ×2 | ||
| GEV GE Vernova Inc. Common Stock | $313908 | 0.13% | 267 | 上涨 ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $304830 | 0.13% | 2079 | $5260 | 上涨 ×3 | ||
| JPST | $298028 | 0.13% | 5893 | $-18204 | 下跌 ×1 | ||
| DMAR | $289777 | 0.12% | 6478 | $15110 | |||
| MO Altria Group, Inc. | $281679 | 0.12% | 3915 | $23554 | 上涨 ×6 | ||
| ITOT | $278586 | 0.12% | 1696 | $37655 | 上涨 ×3 | ||
| IWS | $272650 | 0.12% | 1656 | $30591 | 下跌 ×3 | ||
| VO | $270715 | 0.11% | 3360 | $29484 | 上涨 ×1 | ||
| RECS | $249265 | 0.11% | 5759 | $15020 | 下跌 ×1 | ||
| MTUM | $245659 | 0.10% | 717 | ||||
| RITM Rithm Capital Corp. Common Stock | $239914 | 0.10% | 25550 | $-2300 | |||
| VEU | $237808 | 0.10% | 2840 | $37293 | 上涨 ×1 | ||
| HACK | $233241 | 0.10% | 2223 | ||||
| VZ Verizon Communications Inc. Common Stock | $232634 | 0.10% | 5494 | $-41251 | 上涨 ×3 | ||
| SCHF | $230432 | 0.10% | 8319 | $25368 | 上涨 ×1 | ||
| MDY | $219929 | 0.09% | 313 | ||||
| GMAR | $217617 | 0.09% | 4919 | $12544 | |||
| ESGV | $208725 | 0.09% | 1578 | 上涨 ×1 | |||
| T AT&T Inc. | $205370 | 0.09% | 9921 | $-81425 | 上涨 ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $204522 | 0.09% | 268 | 上涨 ×1 | |||
| BRKB | $203659 | 0.09% | 407 | $-12460 | 下跌 ×1 | ||
| IDEV | $202320 | 0.09% | 2273 | 上涨 ×1 | |||
| MSIF MSC Income Fund, Inc. Common Stock | $173927 | 0.07% | 15033 | $-7015 | 上涨 ×1 | ||
| OXSQ Oxford Square Capital Corp. - Closed End Fund | $34354 | 0.01% | 26026 | $-11712 | |||
| CTXR Citius Pharmaceuticals, Inc. - Common Stock | $16926 | 0.01% | 28000 | 上涨 ×1 | |||
| 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 |
|---|---|---|---|
| VTI | $64570616 | 27.42% | 上涨 ×6 |
| QQQ | $36367306 | 15.44% | 上涨 ×6 |
| IJH | $21788539 | 9.25% | 上涨 ×6 |
| AVLV | $18527123 | 7.87% | 上涨 ×6 |
| DFUS | $12596720 | 5.35% | 上涨 ×4 |
| UTES | $4665407 | 1.98% | 上涨 ×3 |
| TSLA | $1561688 | 0.66% | 上涨 ×6 |
| AVGO | $992441 | 0.42% | 上涨 ×3 |
| DFAC | $681110 | 0.29% | 上涨 ×6 |
| META | $639900 | 0.27% | 上涨 ×6 |
| OEF | $516933 | 0.22% | 上涨 ×3 |
| STT | $502983 | 0.21% | 上涨 ×6 |
| QQQM | $418056 | 0.18% | 上涨 ×3 |
| IWV | $334375 | 0.14% | 上涨 ×3 |
| PG | $304830 | 0.13% | 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 |
|---|---|---|---|---|
| GOVT | 2025年3月31日 | 64868 | $1490671 | 不再跟踪 |
| BAC | 2025年12月31日 | 7370 | $380200 | 13.5% |
| AGG | 2025年3月31日 | 2933 | $284248 | 不再跟踪 |
| OKLO | 2025年12月31日 | 2517 | $280973 | -40.1% |
| MTUM | 2025年6月30日 | 1202 | $242956 | 不再跟踪 |
| BSX | 2026年3月31日 | 2528 | $241045 | -21.2% |
| IHAK | 2025年9月30日 | 4370 | $232512 | 不再跟踪 |
| FTNT | 2026年3月31日 | 2925 | $232274 | 82.9% |
| NFLX | 2025年12月31日 | 185 | $221800 | -15.1% |
| HACK | 2025年12月31日 | 2479 | $215141 | 不再跟踪 |
| MTUM | 2025年12月31日 | 832 | $213464 | 不再跟踪 |
| GBTC | 2026年3月31日 | 3106 | $212326 | 不再跟踪 |
| MDY | 2025年3月31日 | 370 | $211013 | 不再跟踪 |
| NOW | 2026年3月31日 | 1365 | $209104 | 24.0% |
| HACK | 2025年3月31日 | 2757 | $205337 | 不再跟踪 |
| SCHF | 2025年6月30日 | 10325 | $204226 | 不再跟踪 |
| GOOGL | 2025年3月31日 | 1076 | $203697 | 121.2% |
| CIM | 2025年6月30日 | 13139 | $168573 | -16.5% |