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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
增持 13
减持 110
清仓 27
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$53.8M
270,948
-58%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$25.1M
51,297
-63%
减持
VTI
VANGUARD INDEX FDS
-$20.8M
25,289
-81%
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
BMI
BADGER METER INC
+$16.3M
179,130
+116%
减持
BIL
SPDR SER TR
-$16.2M
93,467
-65%
减持
MSFT
MICROSOFT CORP
-$13.3M
57,528
-50%
减持
AMZN
AMAZON COM INC
-$12.6M
84,503
-63%
减持
VUG
VANGUARD INDEX FDS
-$10.3M
7,538
-85%
减持
TIP
ISHARES TR
-$10.3M
4,417
-95%
减持
NEAR
ISHARES U S ETF TR
-$9.8M
29,055
-87%
减持
GHTA
COLLABORATIVE INVESTMNT SER
-$9.2M
739,699
-32%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$9.1M
0
-100%
减持
IVV
ISHARES TR
-$8.5M
10,472
-67%
减持
USFR
WISDOMTREE TR
-$7.8M
17,719
-90%
减持
SPYM
SPDR SER TR
-$7.2M
7,316
-95%
减持
COWZ
PACER FDS TR
-$6.8M
120,140
-55%
减持
GOOGL
ALPHABET INC
-$6.7M
41,346
-63%
减持
VZ
VERIZON COMMUNICATIONS INC
-$6.2M
103,420
-60%
减持
JNJ
JOHNSON & JOHNSON
-$6.1M
42,353
-50%
减持
RSEE
COLLABORATIVE INVESTMNT SER
-$6.0M
707,952
-29%
增持
IWM
ISHARES TR
+$5.8M
59,087
+101%
增持
QQQ
INVESCO QQQ TR
+$5.8M
108,039
+1%
减持
EXAS
EXACT SCIENCES CORP
-$5.6M
2,501
-97%
减持
SPDN
DIREXION SHS ETF TR
-$5.3M
647,148
-31%
减持
USMV
ISHARES TR
-$5.2M
3,190
-96%
减持
NVDA
NVIDIA CORPORATION
-$5.2M
38,010
-50%
清仓
DBMF
LITMAN GREGORY FDS TR
-$5.2M
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$5.1M
32,697
-57%
减持
ICSH
ISHARES TR
-$5.0M
12,133
-89%
减持
ABBV
ABBVIE INC
-$4.9M
33,176
-43%
减持
AVGO
BROADCOM INC
-$4.9M
2,204
-79%
减持
GOOG
ALPHABET INC
-$4.8M
36,853
-59%
减持
GLDI
CREDIT SUISSE AG NASSAU BRH
-$4.8M
19,706
-61%
减持
GLD
SPDR GOLD TR
-$4.8M
34,553
-42%
清仓
—
PROSHARES TR
-$4.5M
0
-100%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$4.4M
4,936
-94%
减持
GCOW
PACER FDS TR
-$4.4M
76,195
-63%
减持
RDFI
COLLABORATIVE INVESTMNT SER
-$4.3M
356,364
-34%
增持
QYLD
GLOBAL X FDS
+$4.3M
270,918
+762%
清仓
SECT
NORTHERN LTS FD TR IV
-$4.2M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$4.1M
6,531
-57%
减持
TLT
ISHARES TR
-$4.0M
44,084
-46%
增持
XYLD
GLOBAL X FDS
+$3.9M
102,372
+1503%
减持
MRNA
MODERNA INC
-$3.9M
2,234
-92%
减持
STIP
ISHARES TR
-$3.9M
9,821
-80%
清仓
USRT
ISHARES TR
-$3.9M
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$3.9M
4,544
-64%
减持
XLP
SELECT SECTOR SPDR TR
-$3.8M
10,155
-83%
减持
—
EXXON MOBIL CORP
-$3.8M
54,053
-38%
减持
IAU
ISHARES GOLD TR
-$3.7M
42,607
-70%
减持
SPTM
SPDR SER TR
-$3.4M
4,854
-93%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$3.3M
41,817
+394%
清仓
QUAL
ISHARES TR
-$3.2M
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
-$3.2M
11,810
-72%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$3.1M
11,027
+441%
减持
V
VISA INC
-$3.0M
8,492
-62%
增持
VBK
VANGUARD INDEX FDS
+$3.0M
13,133
+7580%
减持
MRK
MERCK & CO INC
-$3.0M
16,236
-64%
减持
VB
VANGUARD INDEX FDS
-$3.0M
2,879
-85%
清仓
SQ
BLOCK INC
-$2.9M
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$2.9M
11,806
-73%
减持
CVX
CHEVRON CORP NEW
-$2.9M
20,846
-45%
减持
DIS
DISNEY WALT CO
-$2.9M
17,365
-61%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$2.9M
6,448
-91%
增持
VOO
VANGUARD INDEX FDS
+$2.8M
41,027
+11%
减持
DFAC
DIMENSIONAL ETF TRUST
-$2.8M
8,466
-93%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$2.8M
60,149
-46%
减持
TSLA
TESLA INC
-$2.8M
32,894
-46%
减持
—
PIONEER NAT RES CO
-$2.8M
4,517
-75%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$2.8M
1,698
-93%
减持
DVN
DEVON ENERGY CORP NEW
-$2.8M
25,894
-67%
清仓
VXUS
VANGUARD STAR FDS
-$2.7M
0
-100%
清仓
EFG
ISHARES TR
-$2.7M
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$2.6M
31,857
-51%
减持
SPY
SPDR S&P 500 ETF TR
-$2.6M
119,520
-24%
减持
SDY
SPDR SER TR
-$2.6M
7,475
-74%
减持
ESGU
ISHARES TR
-$2.6M
3,571
-89%
减持
WPC
WP CAREY INC
-$2.6M
12,373
-72%
减持
VTV
VANGUARD INDEX FDS
-$2.5M
15,905
-54%
减持
IWB
ISHARES TR
-$2.5M
6,664
-64%
减持
SCHD
SCHWAB STRATEGIC TR
-$2.5M
30,634
-53%
增持
ARKK
ARK ETF TR
+$2.5M
66,628
+518%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$2.5M
11,586
-81%
减持
BND
VANGUARD BD INDEX FDS
-$2.4M
29,241
-52%
减持
META
META PLATFORMS INC
-$2.4M
19,684
-48%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$2.4M
14,747
-80%
减持
MCD
MCDONALDS CORP
-$2.3M
14,618
-39%
减持
ECOW
PACER FDS TR
-$2.3M
50,980
-71%
清仓
—
PROSHARES TR
-$2.3M
0
-100%
减持
MO
ALTRIA GROUP INC
-$2.3M
25,902
-67%
清仓
ROBT
FIRST TR EXCHANGE-TRADED FD
-$2.3M
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$2.3M
0
-100%
清仓
GLDM
WORLD GOLD TR
-$2.3M
0
-100%
清仓
SPYG
SPDR SER TR
-$2.2M
0
-100%
减持
PFE
PFIZER INC
-$2.2M
86,068
-35%
减持
GOVT
ISHARES TR
-$2.2M
16,688
-85%
减持
MUB
ISHARES TR
-$2.2M
3,352
-86%
清仓
MGK
VANGUARD WORLD FD
-$2.1M
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
-$2.1M
21,391
-78%
减持
LMT
LOCKHEED MARTIN CORP
-$2.1M
5,693
-43%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$2.1M
0
-100%
增持
BLES
NORTHERN LTS FD TR IV
+$2.1M
81,756
+336%
清仓
IEMG
ISHARES INC
-$2.1M
0
-100%
减持
BAC
BANK AMERICA CORP
-$2.1M
66,101
-53%
减持
XMYDX
BLACKROCK MUNIYIELD FD INC
-$2.1M
34,442
-85%
减持
DE
DEERE & CO
-$2.1M
2,891
-63%
减持
SPSB
SPDR SER TR
-$2.0M
36,546
-65%
减持
KO
COCA COLA CO
-$2.0M
23,566
-57%
减持
PEP
PEPSICO INC
-$2.0M
24,144
-32%
减持
HD
HOME DEPOT INC
-$2.0M
11,126
-45%
减持
CVS
CVS HEALTH CORP
-$2.0M
14,736
-63%
清仓
LIT
GLOBAL X FDS
-$2.0M
0
-100%
减持
ITA
ISHARES TR
-$2.0M
3,692
-82%
减持
VHT
VANGUARD WORLD FDS
-$2.0M
1,514
-84%
清仓
FXG
FIRST TR EXCHANGE TRADED FD
-$2.0M
0
-100%
减持
MCK
MCKESSON CORP
-$1.9M
1,835
-76%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.9M
16,061
-58%
增持
GE
GENERAL ELECTRIC CO
+$1.9M
46,275
+40%
减持
ORCL
ORACLE CORP
-$1.9M
8,582
-73%
清仓
—
FERRARI N V
-$1.9M
0
-100%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$1.9M
30,451
-84%
清仓
IFRA
ISHARES TR
-$1.9M
0
-100%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.8M
53,721
-36%
清仓
VPU
VANGUARD WORLD FDS
-$1.8M
0
-100%
减持
BP
BP PLC
-$1.8M
6,950
-87%
减持
DVY
ISHARES TR
-$1.8M
9,930
-60%
减持
EFV
ISHARES TR
-$1.8M
6,152
-86%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.8M
4,918
-73%
减持
GRBK
GREEN BRICK PARTNERS INC
-$1.8M
6,106
-90%
减持
ELV
ELEVANCE HEALTH INC
-$1.8M
1,800
-68%
清仓
RXST
RXSIGHT INC
-$1.8M
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$1.7M
39,719
-31%
清仓
IUSB
ISHARES TR
-$1.7M
0
-100%
减持
TSLX
SIXTH STREET SPECIALTY LENDI
-$1.7M
122,256
-44%
减持
AGM
FEDERAL AGRIC MTG CORP
-$1.7M
11,052
-55%
减持
T
AT&T INC
-$1.7M
56,501
-58%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$1.7M
9,447
-64%
清仓
PHO
INVESCO EXCHANGE TRADED FD T
-$1.7M
0
-100%
减持
QCOM
QUALCOMM INC
-$1.6M
13,871
-46%
减持
INTC
INTEL CORP
-$1.6M
11,780
-81%
减持
HYG
ISHARES TR
-$1.6M
14,249
-70%
增持
BSEP
INNOVATOR ETFS TR
+$1.6M
50,851
+1243%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$1.6M
46,253
-44%
减持
IBB
ISHARES TR
-$1.6M
4,480
-73%
减持
CRM
SALESFORCE INC
-$1.6M
5,165
-62%
减持
—
PROSHARES TR
-$1.6M
50,251
-39%
减持
F
FORD MTR CO DEL
-$1.6M
49,534
-74%
清仓
MINT
PIMCO ETF TR
-$1.6M
0
-100%
减持
SCHW
SCHWAB CHARLES CORP
-$1.6M
22,479
-59%
清仓
GM
GENERAL MTRS CO
-$1.6M
0
-100%
