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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 27
增持 69
减持 39
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TR
+$13.6M
109,215
+26%
建仓
—
COLLABORATIVE INVESTMNT SER
+$10.0M
387,151
增持
BIL
SPDR SER TR
+$9.4M
201,128
+105%
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
IJR
ISHARES TR
+$8.6M
94,875
+441%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$8.2M
66,512
+307%
增持
IVV
ISHARES TR
+$7.0M
31,651
+67%
建仓
XRT
SPDR SER TR
+$6.3M
86,576
增持
MSFT
MICROSOFT CORP
+$6.1M
66,912
+11%
增持
TLT
ISHARES TR
+$5.7M
80,934
+213%
增持
VOO
VANGUARD INDEX FDS
+$5.3M
55,117
+15%
增持
META
META PLATFORMS INC
+$5.1M
32,513
+52%
减持
XLE
SELECT SECTOR SPDR TR
-$4.9M
27,369
-65%
增持
AMZN
AMAZON COM INC
+$4.1M
100,586
+14%
减持
BILS
SPDR SER TR
-$3.8M
17,839
-68%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.5M
75,098
+138%
增持
NVDA
NVIDIA CORPORATION
+$3.4M
37,846
+8%
建仓
JAAA
JANUS DETROIT STR TR
+$3.3M
64,709
建仓
SPGM
SPDR INDEX SHS FDS
+$3.2M
57,028
增持
IWM
ISHARES TR
+$2.6M
62,006
+11%
清仓
SNAP
SNAP INC
-$2.6M
0
-100%
增持
IWB
ISHARES TR
+$2.5M
12,355
+296%
建仓
JCPB
JPMorgan Core Plus Bond ETF
+$2.5M
52,231
增持
—
COLLABORATIVE INVESTMNT SER
+$2.5M
227,375
+109%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$2.4M
11,770
+205%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.4M
27,459
+67%
增持
SGOV
ISHARES TR
+$2.3M
26,302
+752%
增持
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$2.2M
117,713
+375%
减持
ARKK
ARK ETF TR
-$2.1M
9,038
-86%
增持
COST
COSTCO WHSL CORP NEW
+$2.1M
7,605
+48%
增持
LULU
LULULEMON ATHLETICA INC
+$2.1M
9,880
+29%
减持
TSLX
SIXTH STREET SPECIALTY LENDI
-$2.0M
17,377
-85%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$2.0M
43,749
+368%
增持
XME
SPDR SER TR
+$2.0M
36,232
+839%
增持
JMBS
JANUS DETROIT STR TR
+$1.9M
48,444
+537%
增持
RSEE
COLLABORATIVE INVESTMNT SER
+$1.9M
741,709
+5%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.8M
4,726
+288%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.8M
56,530
+32%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.8M
47,653
-11%
增持
TSLA
TESLA INC
+$1.7M
45,024
+19%
减持
SPDN
DIREXION SHS ETF TR
-$1.7M
621,985
-7%
清仓
—
ISHARES TR
-$1.6M
0
-100%
增持
EFA
ISHARES TR
+$1.6M
62,127
+39%
减持
AAPL
APPLE INC
+$1.5M
289,913
-9%
减持
SPY
SPDR S&P 500 ETF TR
+$1.5M
127,258
-8%
增持
GOOG
ALPHABET INC
+$1.5M
49,615
+19%
减持
BND
VANGUARD BD INDEX FDS
-$1.4M
4,431
-82%
增持
DFSU
DIMENSIONAL ETF TRUST
+$1.4M
57,925
+340%
增持
OZ
BELPOINTE PREP LLC
-$1.4M
197,433
+1%
增持
ADBE
ADOBE INC
+$1.4M
4,479
+83%
增持
XLV
SELECT SECTOR SPDR TR
+$1.4M
19,462
+104%
减持
XLC
SELECT SECTOR SPDR TR
-$1.4M
48,793
-35%
减持
JNJ
JOHNSON & JOHNSON
-$1.4M
22,298
-29%
清仓
IJK
ISHARES TR
-$1.4M
0
-100%
减持
SPSB
SPDR SER TR
-$1.3M
14,201
-76%
清仓
SLYV
SPDR SER TR
-$1.3M
0
-100%
建仓
ZS
ZSCALER INC
+$1.3M
5,967
增持
SNAV
COLLABORATIVE INVESTMNT SER
+$1.3M
294,276
+12%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.3M
158,622
-2%
增持
GOOGL
ALPHABET INC
+$1.3M
52,816
+13%
建仓
JIRE
JPMorgan Intl Research Enhanced Equity ETF
+$1.2M
21,132
建仓
NTSX
WISDOMTREE TR
+$1.2M
31,272
增持
EXAS
EXACT SCIENCES CORP
+$1.2M
21,470
+284%
增持
QVAL
EA SERIES TRUST
+$1.2M
57,767
+87%
减持
VBK
VANGUARD INDEX FDS
-$1.2M
8,124
-45%
减持
VRIG
INVESCO ACTIVELY MANAGED ETF
-$1.1M
16,483
-73%
增持
XHB
SPDR SER TR
+$1.1M
24,725
+51%
减持
GHTA
COLLABORATIVE INVESTMNT SER
-$1.1M
605,190
-14%
建仓
—
SCHWAB CHARLES FAMILY FD
+$1.0M
1,017,383
减持
XLI
SELECT SECTOR SPDR TR
-$1.0M
21,352
-37%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$997.9K
45,356
-30%
清仓
JNK
SPDR SER TR
-$996.6K
0
-100%
减持
VYMI
VANGUARD WHITEHALL FDS
-$979.9K
8,292
-66%
减持
GOVT
ISHARES TR
-$976.3K
41,842
-52%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$962.5K
16,708
增持
SCHO
SCHWAB STRATEGIC TR
+$954.1K
37,263
+110%
建仓
PXF
INVESCO EXCH TRADED FD TR II
+$947.9K
20,000
增持
XBI
SPDR SER TR
+$926.5K
13,924
+221%
增持
JPM
JPMORGAN CHASE & CO
+$912.7K
32,291
+2%
清仓
IBND
SPDR SER TR
-$904.1K
0
-100%
减持
PECO
PHILLIPS EDISON & CO INC
-$900.7K
6,689
-80%
增持
PH
PARKER-HANNIFIN CORP
+$890.8K
8,471
+10%
减持
TFLO
ISHARES TR
-$878.3K
10,162
-63%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$877.6K
30,487
+93%
减持
RTAI
COLLABORATIVE INVESTMNT SER
-$860.8K
57,956
-49%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$860.1K
6,022
+30%
增持
UPS
UNITED PARCEL SERVICE INC
+$859.3K
7,640
+248%
增持
VUG
VANGUARD INDEX FDS
+$857.8K
9,577
+23%
减持
CVX
CHEVRON CORP NEW
-$840.3K
22,541
-10%
建仓
TIPX
SPDR SER TR
+$832.5K
44,782
清仓
JMSI
J P MORGAN EXCHANGE TRADED F
-$821.9K
0
-100%
建仓
—
ARISTA NETWORKS INC
+$815.8K
3,464
减持
FLEE
FRANKLIN TEMPLETON ETF TR
-$804.2K
17,541
-66%
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$796.2K
29,400
增持
NFLX
NETFLIX INC
+$790.3K
6,548
+3%
减持
GE
GENERAL ELECTRIC CO
+$780.1K
46,122
-0%
建仓
DFSI
DIMENSIONAL ETF TRUST
+$774.7K
24,184
清仓
—
ISHARES TR
-$758.3K
0
-100%
增持
BA
BOEING CO
+$749.0K
6,728
+28%
增持
ORCL
ORACLE CORP
+$748.5K
14,414
+98%
增持
MRNA
MODERNA INC
+$735.2K
15,265
+101%
减持
VYM
VANGUARD WHITEHALL FDS
-$717.4K
3,465
-68%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$716.6K
6,770
+109%
建仓
ROBT
FIRST TR EXCHANGE-TRADED FD
+$699.0K
15,353
增持
VTI
VANGUARD INDEX FDS
+$695.5K
23,786
+2%
建仓
STXF
EA SERIES TRUST
+$694.2K
22,708
清仓
—
CENCORA INC
-$691.4K
0
-100%
减持
VUSB
VANGUARD BD INDEX FDS
-$679.9K
29,245
-32%
清仓
—
PROSHARES TR
-$675.3K
0
-100%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$669.7K
14,528
+20%
建仓
VOT
VANGUARD INDEX FDS
+$657.0K
2,992
建仓
LVS
LAS VEGAS SANDS CORP
+$651.6K
13,240
增持
AMT
AMERICAN TOWER CORP NEW
+$645.2K
7,971
+22%
减持
XLK
SELECT SECTOR SPDR TR
+$636.6K
31,936
-5%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$635.9K
93,290
+35%
增持
CCI
CROWN CASTLE INC
+$635.0K
9,597
+88%
增持
PEP
PEPSICO INC
+$629.9K
30,591
+14%
减持
COWZ
PACER FDS TR
-$629.1K
105,312
-15%
增持
HEDJ
WISDOMTREE TR
+$616.2K
24,242
+127%
建仓
LW
LAMB WESTON HLDGS INC
+$610.9K
5,652
减持
IVE
ISHARES TR
-$610.8K
28,078
-21%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$602.5K
49,318
-26%
增持
MGK
VANGUARD WORLD FD
+$594.0K
3,457
+159%
清仓
PSC
PRINCIPAL EXCHANGE TRADED FD
-$588.0K
0
-100%
增持
DFNM
DIMENSIONAL ETF TRUST
+$587.0K
17,523
+210%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$586.8K
2,975
+212%
减持
CALF
PACER FDS TR
-$581.3K
21,984
-44%
建仓
PULS
PGIM ETF TR
+$578.7K
11,717
清仓
HAL
HALLIBURTON CO
-$578.3K
0
-100%
增持
UNP
UNION PAC CORP
+$575.8K
8,032
+17%
增持
MCD
MCDONALDS CORP
+$574.6K
15,441
+2%
减持
XES
SPDR SER TR
-$572.5K
10,405
-31%
减持
BNDW
VANGUARD SCOTTSDALE FDS
-$572.5K
11,958
-43%
建仓
PSTL
POSTAL REALTY TRUST INC
+$571.1K
39,227
建仓
QUAL
ISHARES TR
+$560.7K
3,810
建仓
COR
CENCORA INC
+$560.1K
2,727
减持
WM
WASTE MGMT INC DEL
+$556.4K
21,025
-0%
增持
WEC
WEC ENERGY GROUP INC
+$550.8K
18,198
+49%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$547.4K
15,064
-48%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$543.8K
10,380
+241%
清仓
—
ISHARES TR
-$543.2K
0
-100%
减持
DE
DEERE & CO
-$533.0K
800
-65%
建仓
PREF
PRINCIPAL EXCHANGE TRADED FD
+$529.8K
30,256
清仓
NRK
NUVEEN NEW YORK AMT QLT MUNI
-$520.4K
0
-100%
清仓
GAIN
GLADSTONE INVT CORP
-$516.1K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$516.0K
4,275
+35%
建仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$515.7K
6,795
减持
GLDI
CREDIT SUISSE AG NASSAU BRH
-$505.4K
6,348
-40%
建仓
AXP
AMERICAN EXPRESS CO
+$503.6K
2,688
增持
T
AT&T INC
+$498.7K
81,098
+41%
增持
MO
ALTRIA GROUP INC
+$496.7K
39,345
+52%
