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Belpointe Asset Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Belpointe Asset Management LLC
报告期 2026-03-31 · CIK 0001721242
持仓数
1,066
前50大市值合计
$1.38B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 12
增持 78
减持 57
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
SCHB
SCHWAB STRATEGIC TR
+$17.8M
447,170
+750%
增持
GHTA
COLLABORATIVE INVESTMNT SER
+$13.0M
844,930
+138%
增持
BIL
SPDR SER TR
+$13.0M
345,760
+70%
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。
增持
COWZ
PACER FDS TR
+$12.0M
485,852
+90%
减持
—
PROSHARES TR
-$11.4M
70,256
-90%
增持
RSEE
COLLABORATIVE INVESTMNT SER
+$11.4M
946,006
+107%
减持
NEAR
ISHARES U S ETF TR
-$11.1M
87,754
-72%
减持
AMZN
AMAZON COM INC
-$10.6M
206,773
-17%
减持
VTIP
VANGUARD MALVERN FDS
-$9.6M
89,805
-69%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.7M
135,259
+6%
建仓
GLDI
CREDIT SUISSE AG NASSAU BRH
+$7.4M
50,066
减持
AAPL
APPLE INC
-$5.4M
542,610
-2%
减持
—
PROSHARES TR
-$5.3M
134,363
-58%
减持
QQQ
INVESCO QQQ TR
-$5.1M
110,595
-16%
增持
TSLA
TESLA INC
-$5.0M
51,322
+9%
增持
VZ
VERIZON COMMUNICATIONS INC
+$4.3M
312,651
+49%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$3.9M
165,912
增持
OZ
BELPOINTE PREP LLC
+$3.8M
238,095
+1%
减持
ICSH
ISHARES TR
-$3.8M
109,497
-41%
增持
JNJ
JOHNSON & JOHNSON
+$3.7M
79,192
+25%
减持
FLOT
ISHARES TR
-$3.7M
98,660
-42%
增持
JPM
JPMORGAN CHASE & CO
+$3.5M
75,735
+20%
增持
MRNA
MODERNA INC
+$3.4M
31,344
+66%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.2M
79,218
+272%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$3.1M
4,450
-95%
增持
XLV
SELECT SECTOR SPDR TR
+$3.0M
43,069
+84%
减持
VOO
VANGUARD INDEX FDS
-$3.0M
19,879
-35%
减持
AMD
ADVANCED MICRO DEVICES INC
-$3.0M
29,614
-62%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.9M
58,881
+618%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$2.8M
62,370
-48%
减持
GOOGL
ALPHABET INC
-$2.8M
113,611
-15%
增持
EXAS
EXACT SCIENCES CORP
+$2.7M
87,377
+77%
增持
GLD
SPDR GOLD TR
+$2.7M
42,176
+45%
增持
HD
HOME DEPOT INC
+$2.6M
23,043
+37%
增持
—
EXXON MOBIL CORP
+$2.6M
93,725
+6%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$2.6M
48,699
+2415%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$2.4M
79,853
-38%
增持
LMT
LOCKHEED MARTIN CORP
+$2.4M
12,319
+31%
增持
ABBV
ABBVIE INC
+$2.3M
61,018
+9%
增持
VGT
VANGUARD WORLD FDS
+$2.3M
10,621
+193%
减持
SRLN
SSGA ACTIVE ETF TR
-$2.3M
13,854
-80%
增持
MRK
MERCK & CO INC
+$2.2M
51,578
+27%
增持
BND
VANGUARD BD INDEX FDS
+$2.1M
41,370
+229%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.1M
56,684
+32%
减持
AMLP
ALPS ETF TR
-$2.0M
9,049
-86%
减持
SCHX
SCHWAB STRATEGIC TR
-$2.0M
6,849
-87%
减持
ABNB
AIRBNB INC
-$1.9M
1,890
-90%
减持
GOOG
ALPHABET INC
-$1.9M
75,840
-15%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$1.9M
147,073
+649%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$1.8M
15,348
-86%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$1.8M
71,655
+173%
减持
SPHY
SPDR SER TR
-$1.7M
18,829
-81%
建仓
FYX
FIRST TR SML CP CORE ALPHA F
+$1.7M
22,049
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.7M
25,551
-38%
增持
PFE
PFIZER INC
+$1.7M
124,662
+16%
减持
COST
COSTCO WHSL CORP NEW
-$1.7M
10,577
-23%
建仓
GCOW
PACER FDS TR
+$1.6M
51,503
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.6M
67,210
+147%
增持
PEP
PEPSICO INC
+$1.6M
35,591
+21%
减持
GOVT
ISHARES TR
-$1.6M
59,565
-54%
增持
BNTX
BIONTECH SE
+$1.6M
19,293
+98%
减持
META
META PLATFORMS INC
-$1.6M
31,710
-21%
减持
—
UNITED STS NAT GAS FD LP
-$1.6M
813
-99%
减持
SPY
SPDR S&P 500 ETF TR
-$1.6M
127,463
-13%
增持
—
PIONEER NAT RES CO
+$1.5M
34,656
+18%
减持
IVOL
KRANESHARES TR
-$1.5M
68,631
-50%
建仓
—
ISHARES TR
+$1.5M
61,187
增持
CVX
CHEVRON CORP NEW
+$1.5M
39,241
+2%
减持
PFF
ISHARES TR
-$1.5M
37,689
-55%
增持
FYT
FIRST TR EXCHANGE-TRADED ALP
+$1.5M
38,148
+594%
增持
BMI
BADGER METER INC
+$1.5M
83,252
+1%
减持
SHV
ISHARES TR
-$1.4M
5,592
-70%
减持
UJAN
INNOVATOR ETFS TR
-$1.4M
12,209
-80%
增持
WPC
WP CAREY INC
+$1.4M
43,828
+53%
减持
PCEF
INVESCO EXCH TRADED FD TR II
-$1.4M
44,932
-64%
增持
—
COLLABORATIVE INVESTMNT SER
+$1.3M
100,558
+152%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.3M
31,732
-30%
减持
—
PROSHARES TR
-$1.3M
11
-100%
建仓
RTAI
COLLABORATIVE INVESTMNT SER
+$1.3M
61,660
减持
IYW
ISHARES TR
-$1.3M
13,603
-56%
增持
CALF
PACER FDS TR
+$1.3M
42,379
+449%
增持
T
AT&T INC
+$1.3M
171,545
+38%
增持
FXG
FIRST TR EXCHANGE TRADED FD
+$1.2M
31,529
+145%
增持
KWY
KINGSWAY FINL SVCS INC
+$1.2M
238,691
+156%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.2M
83,808
+133%
增持
RDFI
COLLABORATIVE INVESTMNT SER
+$1.2M
501,254
+10%
减持
VUG
VANGUARD INDEX FDS
-$1.2M
47,307
-10%
增持
AVGO
BROADCOM INC
+$1.2M
9,665
+2%
减持
VNLA
JANUS DETROIT STR TR
-$1.2M
395
-98%
减持
IEMG
ISHARES INC
-$1.1M
10,569
-72%
清仓
—
TWITTER INC
-$1.1M
0
-100%
增持
SHYG
ISHARES TR
+$1.1M
29,480
+839%
清仓
—
ISHARES TR
-$1.1M
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$1.1M
41,230
+8%
建仓
BLES
NORTHERN LTS FD TR IV
+$1.1M
33,699
建仓
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$1.0M
11,643
增持
IVV
ISHARES TR
+$1.0M
18,691
+9%
减持
SCHM
SCHWAB STRATEGIC TR
-$1.0M
5,053
-77%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.0M
13,328
+11%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$1.0M
25,681
+59%
增持
VYMI
VANGUARD WHITEHALL FDS
+$1.0M
39,218
+53%
增持
MUB
ISHARES TR
+$1.0M
19,801
+87%
增持
MBB
ISHARES TR
+$994.6K
17,107
+164%
减持
DRSK
ETF SER SOLUTIONS
-$994.1K
21,326
-65%
建仓
STPZ
PIMCO ETF TR
+$983.6K
19,723
增持
PM
PHILIP MORRIS INTL INC
+$983.2K
25,918
+31%
减持
RFDA
ALPS ETF TR
-$978.5K
12,413
-68%
增持
ROBT
FIRST TR EXCHANGE-TRADED FD
+$952.4K
56,030
+80%
减持
DIVO
AMPLIFY ETF TR
-$933.7K
233,611
-20%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$923.5K
44,765
+50%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$918.7K
16,324
+120%
建仓
—
ISHARES TR
+$915.0K
38,365
减持
PANW
PALO ALTO NETWORKS INC
-$912.3K
12,969
-22%
增持
CAT
CATERPILLAR INC
+$905.9K
6,724
+57%
减持
VXUS
VANGUARD STAR FDS
-$904.6K
48,500
-35%
减持
SHAK
SHAKE SHACK INC
-$893.6K
3,765
-84%
增持
CMCSA
COMCAST CORP NEW
+$866.2K
56,368
+50%
增持
SPSB
SPDR SER TR
+$860.2K
51,980
+128%
减持
SCHP
SCHWAB STRATEGIC TR
-$845.5K
22,775
-42%
增持
IEI
ISHARES TR
+$841.1K
9,854
+286%
减持
LEN
LENNAR CORP
-$837.9K
3,393
-78%
减持
NEE
NEXTERA ENERGY INC
-$835.4K
61,909
-19%
增持
MCD
MCDONALDS CORP
+$830.8K
24,407
+1%
减持
FPE
FIRST TR EXCH TRADED FD III
-$823.0K
43,335
-53%
减持
BABA
ALIBABA GROUP HLDG LTD
-$815.3K
21,668
-36%
建仓
MZTI
LANCASTER COLONY CORP
+$815.0K
4,131
增持
BA
BOEING CO
+$814.2K
11,624
+1%
增持
DVN
DEVON ENERGY CORP NEW
+$810.6K
67,868
+21%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$802.9K
61,107
+138%
增持
AVUS
AMERICAN CENTY ETF TR
+$801.8K
95,601
+5%
增持
MTUM
ISHARES TR
+$796.3K
18,257
+28%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$786.1K
3,833
+69%
建仓
CCOR
LISTED FD TR
+$771.9K
24,443
增持
HYMB
SPDR SER TR
+$766.0K
24,546
+170%
减持
LITE
LUMENTUM HLDGS INC
-$762.2K
3,753
-73%
增持
GIS
GENERAL MLS INC
+$756.6K
34,389
+24%
减持
VTI
VANGUARD INDEX FDS
+$748.4K
131,756
-4%
增持
JNK
SPDR SER TR
+$747.5K
10,861
+316%
减持
MSFT
MICROSOFT CORP
-$739.6K
102,876
-6%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$736.3K
35,138
-42%
增持
BAC
BANK AMERICA CORP
+$736.1K
88,771
+22%
增持
FEX
FIRST TR LRGE CP CORE ALPHA
+$729.1K
23,730
+46%
减持
XYLD
GLOBAL X FDS
-$724.2K
9,468
-67%
清仓
—
ATLASSIAN CORP PLC
-$719.0K
0
-100%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$714.7K
25,463
+12%
增持
DIS
DISNEY WALT CO
+$700.8K
49,216
+30%
增持
ADI
ANALOG DEVICES INC
+$698.5K
6,941
+119%
增持
V
VISA INC
+$692.7K
19,021
+4%
增持
IHI
ISHARES TR
+$691.8K
52,251
+20%
减持
SBNY
SIGNATURE BK NEW YORK N Y
-$682.1K
581
-88%
