13FBOX
Boyce & Associates Wealth Consulting, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Boyce & Associates Wealth Consulting, Inc.

No.8285
最新持仓市值 (Q2 2026)
$1.44亿
环比变动 Q1 2026
+$1,221.0万+9.2%
持仓股票数
82
新买入
4
加仓
52
减仓
16
清仓
2
持股不变
10
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
WWisdomTree信托DGRW
13.68%13.51%$1,973.3万20.6万股$1,783.2万20.3万股+3,361股+1.66%加仓
VVanEck Russia ETFBBH
7.57%7.51%$1,092.2万10.5万股$992.1万10.3万股+2,473股+2.41%加仓
F第一信托交易所交易基金VIUCON
6.17%6.66%$889.5万35.8万股$879.9万35.5万股+2,256股+0.64%加仓
S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX
5.24%4.98%$756.5万24.3万股$657.7万23.6万股+7,086股+3.00%加仓
F富兰克林·INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFLVHI
4.76%5.07%$686.0万16.9万股$669.1万16.5万股+3,983股+2.41%加仓
G高盛ETF信托GINC
4.25%4.1%$612.6万11.0万股$540.9万10.8万股+2,138股+1.98%加仓
J摩根大通·SHORT DURATION CORE PLUS ETFJSCP
4%4.28%$577.3万12.2万股$564.6万11.9万股+3,097股+2.59%加仓
英伟达NVDA
3.36%3.37%$485.1万2.4万股$445.0万2.6万股-1,269股-4.97%减仓
F第一信托·EXCHANGE-TRADED ALPFTC
2.92%2.47%$420.6万2.2万股$325.7万2.1万股+579股+2.74%加仓
VVictory·SHARES FREE CASH FLOW ETFVFLO
2.73%2.4%$393.4万8.6万股$317.4万8.0万股+5,589股+6.95%加仓
F第一信托交易所交易基金SDVY
2.58%2.43%$371.5万8.6万股$320.2万8.3万股+2,559股+3.08%加仓
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
2.25%2.08%$324.4万7.8万股$274.3万7.5万股+3,131股+4.20%加仓
苹果AAPL
1.92%1.85%$277.1万9,577股$244.4万9,629股-52股-0.54%减仓
V先锋领航指数基金VOO
1.84%1.45%$265.9万3,872股$191.4万3,203股+669股+20.89%加仓
IiShares黄金信托IAU
1.74%2.13%$251.1万3.3万股$281.5万3.2万股+1,323股+4.14%加仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
1.71%1.64%$246.8万6.0万股$216.7万5.6万股+4,189股+7.53%加仓
FFT VEST RISING DIVIDEND ACHIEVERS TARGETRDVI
1.51%1.4%$217.9万7.4万股$184.3万7.2万股+1,966股+2.73%加仓
F第一信托交易所交易基金VIFCEF
1.47%1.43%$212.5万8.8万股$189.3万8.4万股+4,241股+5.04%加仓
F第一信托交易所交易基金FYC
1.44%1.24%$207.0万1.6万股$163.4万1.5万股+783股+5.31%加仓
I景顺交易所交易基金IISPMO
1.28%0.78%$184.9万1.1万股$103.4万9,225股+2,218股+24.04%加仓
DDimensional维度ETF信托DFEV
1.26%1.14%$181.9万4.3万股$150.4万4.2万股+602股+1.43%加仓
S嘉信策略信托SCHC
1.21%1.16%$174.2万3.3万股$153.2万3.1万股+1,716股+5.48%加仓
AALPS ETF信托AMLP
1.08%1.17%$156.4万3.0万股$154.2万2.9万股+865股+2.95%加仓
J摩根大通交易所交易基金JMUB
1.07%1.14%$154.6万3.1万股$151.0万3.0万股+327股+1.08%加仓
谷歌AGOOGL
1.04%0.91%$149.6万4,187股$119.8万4,165股+22股+0.53%加仓
S嘉信策略信托SCHD
0.99%1.01%$142.7万4.5万股$133.6万4.4万股+1,437股+3.30%加仓
F第一信托·USTFMHI
0.98%1.08%$141.5万2.9万股$142.0万3.0万股-700股-2.34%减仓
DDimensional维度ETF信托DFAC
0.92%0.81%$132.9万3.0万股$107.5万2.8万股+2,298股+8.31%加仓
F第一信托·EXCHANGE-TRADED FD WCM INTL EQUITYWCMI
0.82%0.74%$118.5万6.1万股$98.0万5.8万股+2,086股+3.57%加仓
AAvantis·U SAVUV
0.77%0.69%$110.5万8,858股$91.3万8,267股+591股+7.15%加仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
0.75%$107.7万1.2万股$00股+1.2万股新买入
V先锋领航国际股票指数基金VT
0.74%0.75%$106.6万6,791股$99.5万7,191股-400股-5.56%减仓
亚马逊AMZN
0.73%0.7%$105.5万4,427股$92.0万4,420股+7股+0.16%加仓
F第一信托·UST SENIOR LOAN FUNDFTSL
0.68%0.72%$97.5万2.2万股$95.2万2.1万股+547股+2.57%加仓
F第一信托交易所交易基金FTCS
0.67%0.82%$96.4万1.0万股$108.4万1.2万股-1,422股-12.17%减仓
PPIMCO太平洋投资管理ETFPYLD
0.62%0.67%$89.6万3.4万股$88.3万3.4万股+81股+0.24%加仓
F第一信托交易所交易基金IIIFPE
0.61%0.64%$88.7万5.0万股$84.8万4.8万股+1,835股+3.84%加仓
埃克森美孚XOM
0.55%0.74%$79.0万5,777股$98.0万5,776股+1股+0.02%加仓
FFIRST TR EXCHANGE-TRADED FDWCME
0.54%0.49%$77.9万4.0万股$64.3万3.8万股+1,450股+3.78%加仓
沃尔玛WMT
0.51%1.45%$73.6万6,502股$192.0万1.5万股-8,943股-57.90%减仓
微软MSFT
0.5%0.99%$72.8万1,951股$130.4万3,523股-1,572股-44.62%减仓
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
0.5%0.47%$72.0万8,786股$62.2万8,768股+18股+0.21%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.5%0.65%$71.5万1.4万股$86.1万1.7万股-2,872股-16.88%减仓
DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX
0.49%0.49%$70.2万1.9万股$64.4万1.9万股+99股+0.52%加仓
F第一信托交易所交易基金FPX
0.44%0.37%$63.6万3,086股$49.0万3,086股00.00%持仓不变
DDimensional维度·WORLD EQUITY ETFDFAW
0.44%0.43%$63.4万7,664股$56.2万7,616股+48股+0.63%加仓
特斯拉TSLA
0.41%0.45%$59.5万1,414股$58.8万1,581股-167股-10.56%减仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.4%0.38%$57.5万1.7万股$49.8万1.7万股-98股-0.57%减仓
ALLIANT ENERGY COMLNT
0.38%0.39%$55.0万7,206股$51.7万7,206股00.00%持仓不变
DDimensional维度·U.S. SMALL CAP ETFDFAS
0.36%0.34%$51.9万6,297股$44.7万6,285股+12股+0.19%加仓

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