CIK: 0002053783
申报总市值
US$1.9亿
申报季度: 2026-03-31 · 持股只数: 70
BostonPremier Wealth LLC在最新一期 13F 报告中披露了 70 项持股，申报期为 2026-03-31，总持股市值约为 US$1.9亿，季度换手率为 6.3%。
BostonPremier Wealth LLC 目前披露的持仓，Herfindahl 集中度指数为 0.124——换算下来相当于约 8 个等权重仓位，明显低于其实际披露的 70 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 2.80），除少数重仓仓位外，还有许多规模较小的持仓。
近期操作偏向加仓既有的大仓位，而非大幅加仓新建仓的仓位（倾斜幅度为 2.3 个百分点）——这种模式较符合动量追涨的操作风格。
目前行业板块分类约覆盖此投资组合披露价值的 15%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
加仓 AVLV
+3.7% US$147.6万
减仓 VTI
+1.6% -US$155.3万
减仓 QQQ
+2.7% -US$99.5万
加仓 IJH
+1.1% US$61.3万
减仓 AAPL
-0.7% -US$62.1万
加仓 IJR
+2.7% US$46.1万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 28.13% | -0.56% | +1.61% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 14.31% | -0.39% | +2.74% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 9.55% | +0.39% | +1.09% | |
| 4 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 8.16% | +0.83% | +3.69% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 5.36% | +0.02% | +4.01% | |
| 6 | AAPL | Apple INC | 股票-科技 | 4.09% | -0.28% | -0.68% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.05% | +0.27% | +2.71% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.32% | -0.16% | -1.07% | |
| 9 | ARTY | Ishares Future Ai & Tech ETF | ETF-科技型 | 2.31% | +0.04% | +4.48% | |
| 10 | UTES | Virtus Reaves Utilities ETF | ETF-其他 | 2.25% | +0.15% | +4.94% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.75% | +0.10% | +5.12% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.46% | -0.22% | -4.62% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.25% | -0.07% | +3.14% | |
| 14 | QQXT | First Trust Nasdaq-100 Ex-te | ETF-科技型 | 1.13% | — | +1.58% | |
| 15 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.78% | -0.03% | -2.10% | |
| 16 | TSLA | Tesla INC | 股票-周期性消费 | 0.71% | -0.11% | +3.44% | |
| 17 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.62% | +0.06% | — | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.55% | -0.24% | -9.04% | |
| 19 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.50% | +0.18% | — | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | +0.15% | +2.42% | |
| 21 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.45% | -0.04% | -11.25% | |
| 22 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.44% | -0.07% | -14.28% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.42% | -0.02% | +0.08% | |
| 24 | AVGO | Broadcom INC | 股票-科技 | 0.38% | -0.04% | +0.04% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.34% | -0.02% | -4.21% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.33% | +0.06% | +1.40% | |
| 27 | PM | Philip Morris International | 股票-非周期性消费 | 0.32% | +0.02% | +2.71% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.32% | -0.01% | +0.84% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.32% | -0.01% | +9.25% | |
| 30 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.31% | — | +0.25% | |
| 31 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.30% | +0.03% | +2.01% | |
| 32 | XT | Ishar Fture Exp Tech Etf-usd | ETF-科技型 | 0.26% | — | -0.22% | |
| 33 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.25% | — | +0.12% | |
| 34 | XAR | Ss Spdr S&p Aerospace Def | ETF-其他 | 0.23% | +0.02% | +4.42% | |
| 35 | ANET | Arista Networks INC | 股票-科技 | 0.23% | -0.01% | — | |
| 36 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.23% | -0.01% | +0.22% | |
| 37 | MAIN | Main Street Capital CORP | 股票-金融 | 0.23% | -0.07% | -13.61% | |
| 38 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.22% | -0.04% | +3.58% | |
| 39 | FNY | First Trust Mid Cap Growth | ETF-其他 | 0.22% | — | — | |
| 40 | AMD | Advanced Micro Devices | 股票-科技 | 0.22% | — | — | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.21% | — | — | |
| 42 | OCTM | Ft Vest US Eq Max Buf Oct | ETF-其他 | 0.21% | — | — | |
| 43 | CB | Chubb Limited | 股票-金融 | 0.21% | — | — | |
| 44 | STT | State Street CORP | 股票-金融 | 0.19% | — | +0.41% | |
| 45 | GLTR | Abrdn Precious Metals Basket | ETF-其他 | 0.18% | — | -5.27% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.18% | -0.02% | -0.98% | |
| 47 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.17% | — | +0.15% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.16% | +0.01% | +7.46% | |
| 49 | EQL | Alps Equal Sector Weight ETF | ETF-其他 | 0.16% | +0.01% | +5.15% | |
| 50 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.16% | — | -1.75% |
Q3 2026表现
+4.4%
近4个季度表现
+26.3%
基于可获取价格的持仓（占申报价值的61%）计算
BostonPremier Wealth LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Nebius Group NV (NBIS); 清仓: Boston Scientific CORP (BSX); 清仓: Fortinet INC (FTNT); 清仓: Grayscale Bitcoin Trust ETF (GBTC); 清仓: Servicenow INC (NOW).
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-10 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-13 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-10-28 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-07-15 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-04-21 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-01-29 | 13F-HR | 在 EDGAR 上查看 |
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