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Boyer Financial Services, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Boyer Financial Services, Inc.

报告期 2026-03-31 · CIK 0002108122

持仓数

44

前50大市值合计

$94.3M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 调仓2025-12-31 → 2026-03-31 · 共 49 项建仓 2增持 21减持 17清仓 9

方向

标的

Δ市值

现股数(环比)

增持

CGBL CAPITAL GROUP CORE BALANCED

+$1.1M

292,944 +15%

减持

JBND J P MORGAN EXCHANGE TRADED F

-$946.9K

53,260 -25%

增持

JIRE J P MORGAN EXCHANGE TRADED F

+$511.0K

27,483 +33%

减持

SMTH ALPS ETF TR

-$478.5K

39,699 -31%

增持

CGDG CAPITAL GROUP DIVIDEND GROWE

+$437.8K

297,169 +4%

增持

CGMM CAPITAL GROUP EQUITY ETF TR

+$401.3K

76,231 +21%

增持

SCHD SCHWAB STRATEGIC TR

+$397.5K

81,280 +8%

清仓

EME EMCOR GROUP INC

-$365.3K

0 -100%

增持

WCMI FIRST TR EXCHANGE-TRADED FD

+$349.4K

91,236 +34%

减持

AVGO BROADCOM INC

-$341.6K

1,082 -44%

减持

TSLA TESLA INC

-$323.0K

1,568 -24%

清仓

TCAF T ROWE PRICE ETF INC

-$311.6K

0 -100%

增持

RDVY FIRST TR EXCHANGE TRADED FD

+$282.6K

22,664 +26%

减持

MSFT MICROSOFT CORP

-$263.1K

1,782 -9%

减持

TSM TAIWAN SEMICONDUCTOR MANUFAC

-$258.5K

1,152 -43%

清仓

APGE APOGEE THERAPEUTICS INC

-$236.9K

0 -100%

减持

NVDA NVIDIA CORPORATION

-$234.6K

3,300 -23%

清仓

META META PLATFORMS INC

-$227.0K

0 -100%

减持

AAPL APPLE INC

-$213.6K

1,780 -27%

建仓

JNJ JOHNSON & JOHNSON

+$210.0K

859

增持

CGNG CAPITAL GROUP NEW GEOGRAPHY

+$209.9K

61,794 +16%

增持

CGSD CAPITAL GRP FIXED INCM ETF T

+$208.0K

36,834 +29%

清仓

BUFR FIRST TR EXCHNG TRADED FD VI

-$202.8K

0 -100%

清仓

JEPI J P MORGAN EXCHANGE TRADED F

-$200.3K

0 -100%

增持

CGCP CAPITAL GRP FIXED INCM ETF T

+$193.8K

207,303 +6%

增持

CGGO CAPITAL GROUP GBL GROWTH EQT

+$189.0K

173,332 +9%

增持

CGGE CAPITAL GROUP GLOBAL EQUITY

+$170.8K

72,680 +14%

增持

CGDV CAPITAL GROUP DIVIDEND VALUE

+$160.8K

224,553 +5%

增持

FWD AB ACTIVE ETFS INC

+$140.4K

6,192 +24%

增持

CGGR CAPITAL GROUP GROWTH ETF

-$137.3K

208,377 +9%

减持

TBG EA SERIES TRUST

-$119.8K

62,788 -9%

增持

SDVY FIRST TR EXCHANGE TRADED FD

+$109.3K

96,951 +1%

减持

CGMS CAPITAL GRP FIXED INCM ETF T

-$108.3K

131,025 -2%

减持

GOOGL ALPHABET INC

-$104.3K

923 -21%

增持

CGCB CAPITAL GRP FIXED INCM ETF T

+$100.4K

193,633 +3%

增持

— REDCLOUD HLDGS PLC

-$73.2K

145,386 +18%

增持

AMZN AMAZON COM INC

+$65.8K

3,088 +21%

减持

CVX CHEVRON CORPORATION

+$56.9K

1,427 -7%

清仓

MRKR MARKER THERAPEUTICS INC

-$56.7K

0 -100%

增持

CGUS CAPITAL GROUP CORE EQUITY ET

+$46.0K

99,424 +6%

清仓

OPAL OPAL FUELS INC

-$36.3K

0 -100%

减持

VTI VANGUARD INDEX FDS

-$29.9K

1,298 -2%

建仓

MNTK MONTAUK RENEWABLES INC

+$26.4K

22,990

清仓

— NIP GROUP INC

-$23.9K

0 -100%

减持

VGT VANGUARD WORLD FD

-$19.9K

289 -1%

增持

QTUM ETF SER SOLUTIONS

+$15.8K

5,562 +8%

减持

GLD SPDR GOLD TR

+$15.4K

517 -1%

减持

SPY STATE STR SPDR S&P 500 ETF T

-$14.2K

350 -1%

减持

CRDL CARDIOL THERAPEUTICS INC

-$1.7K

23,100 -30%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。