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BlueStem Wealth Partners, LLC · 13F 持仓分析
期权收益计算器 机构排行

BlueStem Wealth Partners, LLC

No.2783 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$10.04亿
环比变动 Q1 2026
+$1.04亿+11.6%
持仓股票数
127
新买入
19
加仓
58
减仓
45
清仓
16
持股不变
5
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
S嘉信策略信托SCHF
10.53%6.67%$1.06亿381.9万股$6,006.2万242.7万股+139.3万股+57.39%加仓
S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX
7.31%2.54%$7,344.1万236.1万股$2,281.8万81.9万股+154.2万股+188.22%加仓
B贝莱德ETF信托DYNF
6.84%7.54%$6,869.1万101.0万股$6,789.3万116.7万股-15.7万股-13.45%减仓
IiShares安硕·COREIJH
6.61%5.99%$6,635.3万86.0万股$5,385.9万79.8万股+6.3万股+7.89%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
6.49%8.94%$6,513.4万192.5万股$8,041.4万276.1万股-83.6万股-30.28%减仓
IiShares安硕信托IVV
5.26%5.25%$5,280.5万7.1万股$4,725.0万7.2万股-1,824股-2.52%减仓
CENTRAL SECSCET
4.83%4.14%$4,853.8万95.8万股$3,729.2万73.1万股+22.7万股+30.98%加仓
SSPDR道富指数基金SPEM
4.57%3.34%$4,584.8万88.5万股$3,003.0万64.0万股+24.5万股+38.31%加仓
PPacer基金信托CALF
3.39%3.12%$3,405.8万67.3万股$2,809.5万62.6万股+4.7万股+7.48%加仓
CCOLUMBIA ETF TR IRECS
3.3%3.74%$3,314.2万76.6万股$3,361.2万86.2万股-9.7万股-11.19%减仓
V先锋领航指数基金VUG
3.26%3.15%$3,276.4万38.0万股$2,830.9万6.5万股+31.6万股+486.86%加仓
IiShares安硕信托GJS
2.75%3.68%$2,765.5万121.4万股$3,315.6万144.7万股-23.3万股-16.12%减仓
C资本集团固定收益ETF信托CGMS
2.25%2.1%$2,264.3万82.9万股$1,889.7万69.4万股+13.5万股+19.39%加仓
SSPDR行业精选信托XLK
1.99%$1,997.6万10.5万股$00股+10.5万股新买入
V先锋领航·TOTALBND
1.92%3.09%$1,926.8万26.2万股$2,782.9万37.8万股-11.5万股-30.54%减仓
V先锋领航指数基金VOO
1.9%0.05%$1,909.0万2.6万股$48.8万845股+2.5万股+2,967.81%加仓
SSPDR行业精选信托XLE
1.56%2.12%$1,566.8万29.5万股$1,909.2万31.2万股-1.7万股-5.34%减仓
IiShares安硕信托ICVT
1.53%1.82%$1,537.0万12.6万股$1,640.9万16.1万股-3.5万股-21.68%减仓
I景顺交易所交易基金IISPMO
1.49%$1,495.2万9.3万股$00股+9.3万股新买入
V先锋领航指数基金VTV
1.43%1.2%$1,434.4万6.6万股$1,079.4万5.5万股+1.1万股+19.64%加仓
VVANGUARD EMERGINGVWOB
1.41%1.83%$1,416.6万21.1万股$1,650.2万25.1万股-4.1万股-16.13%减仓
TTCW ETF TRUSTXB
1.31%1.29%$1,320.0万33.7万股$1,161.2万29.6万股+4.1万股+13.85%加仓
J摩根大通交易所交易基金JMUB
1.3%1.8%$1,303.6万25.7万股$1,618.6万32.4万股-6.6万股-20.52%减仓
V先锋领航债券指数基金BLV
1.24%$1,247.6万18.1万股$00股+18.1万股新买入
HHARBOR ETF TRUSTSIHY
1.09%1.29%$1,091.1万23.9万股$1,159.0万25.9万股-1.9万股-7.42%减仓
IISHARES INVESTMENT GRADESYSTEMATIC BOND ETFIGEB
1.02%1.36%$1,024.0万22.7万股$1,221.1万27.1万股-4.4万股-16.23%减仓
PPGIM ULTRAPULS
0.89%0.81%$895.3万18.1万股$728.7万14.7万股+3.3万股+22.73%加仓
AAvantis·U SAVUV
0.8%0.8%$803.8万6.4万股$721.9万6.5万股-922股-1.41%减仓
FFEDERATED HERMES MDT LARGE CAP CORE ETFFLCC
0.65%0.68%$656.0万18.7万股$615.6万20.0万股-1.3万股-6.43%减仓
PPRINCIPAL ACTIVE HIGH YIELD ETFYLD
0.63%0.63%$630.0万33.0万股$564.7万29.8万股+3.2万股+10.86%加仓
FFRANKLIN DYNAMIC MUNICIPAL BOND ETFFLMI
0.57%0.59%$574.3万22.8万股$534.3万21.6万股+1.3万股+5.87%加仓
苹果AAPL
0.56%0.56%$564.8万2.0万股$499.8万2.0万股-174股-0.88%减仓
IiShares安硕·MSCI TAIWAN ETFEWT
0.42%$425.6万3.9万股$00股+3.9万股新买入
IiShares安硕信托AOR
0.41%0.44%$407.8万5.9万股$394.8万6.1万股-2,664股-4.34%减仓
IiShares安硕信托IJK
0.39%0.39%$387.2万3.3万股$347.9万3.5万股-1,623股-4.69%减仓
IiShares安硕·MSCI ACWI ETFTOK
0.37%$375.7万2.4万股$00股+2.4万股新买入
IiShares安硕EWC
0.36%$363.7万6.3万股$00股+6.3万股新买入
C资本集团固定收益ETF信托CGHM
0.33%0.37%$329.6万12.8万股$336.4万13.3万股-5,339股-4.02%减仓
IISHARES MSCI SOUTH KOREAETFEWY
0.31%$308.8万1.5万股$00股+1.5万股新买入
英伟达NVDA
0.29%0.27%$289.0万1.4万股$246.6万1.4万股+302股+2.14%加仓
S嘉信策略信托SCHD
0.25%0.28%$250.4万7.9万股$255.9万8.3万股-4,441股-5.32%减仓
NNEOS ETF TRUSTQQQI
0.25%0.23%$249.6万4.4万股$205.2万4.1万股+2,656股+6.43%加仓
IiShares安硕信托ITOT
0.22%0.21%$222.6万1.4万股$185.9万1.3万股+453股+3.45%加仓
阿默普莱斯AMP
0.22%0.27%$221.5万4,828股$244.2万5,496股-668股-12.15%减仓
特斯拉TSLA
0.21%0.21%$213.4万5,073股$188.1万5,059股+14股+0.28%加仓
NNEOS ETF TRUSTSPYI
0.21%0.21%$212.3万4.0万股$187.7万3.8万股+1,987股+5.23%加仓
谷歌AGOOGL
0.19%0.17%$191.8万5,368股$149.7万5,206股+162股+3.11%加仓
IiShares安硕信托ITOT
0.19%0.19%$187.8万1.1万股$171.0万1.2万股-572股-4.76%减仓
IiShares安硕信托IDV
0.18%0.2%$184.0万4.4万股$178.6万4.2万股+2,448股+5.83%加仓
亚马逊AMZN
0.17%0.17%$172.6万7,243股$152.3万7,311股-68股-0.93%减仓

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