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Boltwood Capital Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Boltwood Capital Management

报告期 2026-03-31 · CIK 0001563690

持仓数

184

前50大市值合计

$294.7M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$28.4M

1,145,614

9.6%

TDTT FLEXSHARES TR

IBOXX 3R TARGT

$21.9M

905,288

7.4%

MBB ISHARES TR

MBS ETF

$12.8M

134,437

4.3%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$12.5M

274,680

4.3%

IEI ISHARES TR

3 7 YR TREAS BD

$11.6M

98,073

3.9%

AAPL APPLE INC

COM

$9.6M

37,782

3.3%

NVDA NVIDIA CORPORATION

COM

$9.4M

53,862

3.2%

HYGV FLEXSHARES TR

HIG YLD VL ETF

$9.4M

233,538

3.2%

SCHE SCHWAB STRATEGIC TR

EMRG MKTEQ ETF

$8.4M

255,695

2.9%

IJH ISHARES TR

CORE S&P MCP ETF

$8.0M

117,820

2.7%

GOOGL ALPHABET INC

CAP STK CL A

$7.7M

26,866

2.6%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$7.5M

56,181

2.5%

MSFT MICROSOFT CORP

COM

$7.1M

19,292

2.4%

GUNR FLEXSHARES TR

MORNSTAR UPSTR

$7.1M

129,236

2.4%

IJR ISHARES TR

CORE S&P SCP ETF

$7.1M

56,962

2.4%

HYG ISHARES TR

IBOXX HI YD ETF

$7.0M

87,505

2.4%

SHY ISHARES TR

1 3 YR TREAS BD

$6.9M

83,325

2.3%

MBSD FLEXSHARES TR

DISCP DUR MBS

$5.9M

285,683

2.0%

CAT CATERPILLAR INC

COM

$5.4M

7,571

1.8%

NFRA FLEXSHARES TR

STOXX GLOBR INF

$5.3M

83,619

1.8%

SPEM SPDR INDEX SHS FDS

STATE STREET SPD

$5.3M

112,235

1.8%

GQRE FLEXSHARES TR

GLB QLT R/E IDX

$5.0M

83,627

1.7%

JPM JPMORGAN CHASE & CO

COM

$5.0M

16,982

1.7%

CVX CHEVRON CORPORATION

COM

$4.7M

22,765

1.6%

SPMB SPDR SERIES TRUST

STATE STREET SPD

$4.5M

202,063

1.5%

— EXXON MOBIL CORP

COM

$4.3M

25,427

1.5%

IGSB ISHARES TR

ISHS 1-5YR INVS

$4.2M

80,715

1.4%

AMZN AMAZON COM INC

COM

$3.8M

18,405

1.3%

SKOR FLEXSHARES TR

CR SCD US BD

$3.7M

76,597

1.3%

GNR SPDR INDEX SHS FDS

STATE STREET SPD

$3.7M

49,075

1.2%

SCHA SCHWAB STRATEGIC TR

US SML CAP ETF

$3.4M

117,932

1.2%

EFA ISHARES TR

MSCI EAFE ETF

$3.1M

32,052

1.1%

KLAC KLA CORP

COM NEW

$3.0M

2,030

1.0%

SCHM SCHWAB STRATEGIC TR

US MID-CAP ETF

$2.9M

95,254

1.0%

IEF ISHARES TR

7-10 YR TRSY BD

$2.9M

30,050

1.0%

XLV SELECT SECTOR SPDR TR

STATE STREET HEA

$2.8M

19,422

1.0%

LOW LOWES COS INC

COM

$2.8M

11,942

1.0%

META META PLATFORMS INC

CL A

$2.8M

4,869

0.9%

XLY SELECT SECTOR SPDR TR

STATE STREET CON

$2.8M

25,560

0.9%

XLE SELECT SECTOR SPDR TR

STATE STREET ENE

$2.6M

43,017

0.9%

SCHB SCHWAB STRATEGIC TR

US BRD MKT ETF

$2.6M

102,795

0.9%

WMT WALMART INC

COM

$2.3M

18,580

0.8%

STIP ISHARES TR

0-5 YR TIPS ETF

$2.3M

22,265

0.8%

XLC SELECT SECTOR SPDR TR

STATE STREET COM

$2.3M

20,546

0.8%

XLI SELECT SECTOR SPDR TR

STATE STREET IND

$2.3M

13,982

0.8%

XLF SELECT SECTOR SPDR TR

STATE STREET FIN

$2.2M

45,253

0.8%

AXP AMERICAN EXPRESS CO

COM

$2.1M

7,100

0.7%

VEU VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US

$2.1M

27,644

0.7%

PG PROCTER & GAMBLE CO

COM

$2.0M

13,952

0.7%

KO COCA COLA CO

COM

$2.0M

26,213

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

33%前 6 大占比

SCHF9.6%TDTT7.4%MBB4.3%SPDW4.3%IEI3.9%AAPL3.3%