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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 32
增持 57
减持 47
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
NDOW
COLLABORATIVE INVESTMNT SER
+$33.3M
1,337,864
增持
AAPL
APPLE INC
+$14.9M
362,722
+1%
增持
NVDA
NVIDIA CORP
+$14.0M
388,927
+933%
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
QQQ
INVESCO QQQ TR UNIT SER 1
+$13.5M
115,694
+23%
建仓
RTRE
COLLABORATIVE INVESTMNT SER
+$12.8M
512,602
减持
VOO
VANGUARD S&P 500 ETF
-$11.8M
41,167
-39%
减持
—
ISHARES TR
-$10.7M
36,284
-93%
增持
SPY
SPDR S&P 500 ETF TRUST
+$10.5M
108,936
+17%
减持
SPYM
SPDR SER TR
-$8.0M
143,995
-49%
减持
IVV
ISHARES TR
-$7.2M
13,359
-52%
建仓
IGM
ISHARES TR
+$6.3M
67,104
减持
XLE
SELECT SECTOR SPDR TRUST SHS BEN INT ENERGY
-$4.8M
41,418
-54%
减持
KBE
SPDR SER TR
-$4.2M
5,429
-94%
增持
PULS
PGIM ETF TR
+$4.1M
142,111
+138%
建仓
PTL
NORTHERN LTS FD TR IV
+$3.8M
19,332
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$3.5M
905
-91%
增持
AMZN
AMAZON.COM INC
+$3.4M
127,119
+8%
清仓
XHB
SPDR SER TR
-$3.3M
0
-100%
增持
BIL
SPDR SERIES TRUST SPDR BLOOMBERG 1 3 MONTH T BILL ETF
+$3.3M
163,030
+28%
清仓
KIE
SPDR SER TR
-$3.1M
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$3.0M
9,912
+34%
建仓
IJK
ISHARES TR
+$2.8M
32,139
减持
IBIT
ISHARES BITCOIN TR SHS ETF
-$2.8M
11,500
-85%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$2.8M
24,689
-34%
增持
PAPR
INNOVATOR ETFS TRUST
+$2.8M
86,326
+1323%
减持
IVE
ISHARES TR
-$2.7M
18,820
-43%
减持
LULU
LULULEMON ATHLETICA INC
-$2.7M
5,846
-49%
增持
SMH
VANECK ETF TRUST
+$2.7M
14,841
+177%
建仓
—
MARATHON OIL CORP
+$2.5M
86,840
减持
TRPA
HARTFORD FDS EXCHANGE TRADED
-$2.5M
32,408
-66%
减持
—
ACCENTURE PLC IRELAND
-$2.5M
2,549
-73%
减持
PFEB
INNOVATOR ETFS TRUST
-$2.5M
38,478
-66%
建仓
—
ISHARES TR
+$2.4M
105,096
增持
RDFI
COLLABORATIVE INVESTMNT SER
+$2.4M
516,710
+26%
建仓
FTGS
FIRST TR EXCHANGE TRADED FD
+$2.3M
74,019
清仓
GTO
INVESCO ACTIVELY MANAGED ETF
-$2.2M
0
-100%
减持
SNAV
COLLABORATIVE INVESTMNT SER
-$2.1M
226,917
-24%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.1M
189,429
+3%
增持
MU
MICRON TECHNOLOGY INC
+$2.0M
20,674
+253%
减持
MSFT
MICROSOFT CORP
+$1.9M
78,305
-0%
减持
XLF
SELECT SECTOR SPDR TRUST THE FINANCIAL SELECT SECTOR SPDR FUND
-$1.9M
45,452
-50%
减持
VTV
VANGUARD INDEX FUNDS VANGUARD VALUE ETF
-$1.9M
6,915
-63%
增持
SBUX
STARBUCKS CORP
+$1.9M
40,171
+205%
减持
SGOV
ISHARES TR
-$1.9M
5,704
-77%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$1.9M
33,223
+123%
减持
VUG
VANGUARD INDEX FDS
-$1.9M
6,026
-50%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.9M
13,546
-65%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$1.8M
35,507
建仓
HSY
HERSHEY CO
+$1.8M
9,662
减持
GOOGL
ALPHABET INC
+$1.7M
66,173
-3%
减持
RSP
INVESCO EXCHANGE TRADED FUND TRUST INVESCO S&P 500 EQUAL WEIGHT ETF
-$1.7M
14,129
-40%
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$1.7M
22,162
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$1.7M
17,169
减持
MRNA
MODERNA INC
-$1.7M
2,062
-88%
增持
IVW
ISHARES TR
+$1.6M
104,080
+10%
增持
GLTR
ABRDN PRECIOUS METALS BASKET
+$1.6M
22,080
+228%
清仓
WWJD
NORTHERN LTS FD TR IV
-$1.6M
0
-100%
增持
EOG
EOG RES INC
+$1.6M
17,187
+281%
增持
PANW
PALO ALTO NETWORKS INC
+$1.6M
8,150
+95%
增持
ORCL
ORACLE CORP
+$1.6M
30,097
+40%
增持
XLB
SELECT SECTOR SPDR FUND SHS BEN INT MATERIALS
+$1.6M
20,980
+553%
增持
RTX
RTX CORPORATION
+$1.5M
28,836
+109%
减持
FTNT
FORTINET INC
-$1.5M
6,052
-78%
建仓
SOXX
ISHARES TR
+$1.5M
6,143
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.5M
0
-100%
减持
QCOM
QUALCOMM INC
-$1.5M
19,983
-38%
增持
EPI
WISDOMTREE TR
+$1.5M
40,835
+267%
增持
VUSB
VANGUARD BD INDEX FDS
+$1.5M
51,468
+137%
增持
CRWD
CROWDSTRIKE HOLDINGS INC CLASS A COMMON STOCK
+$1.5M
17,010
+8%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.4M
103,765
+40%
增持
COWZ
PACER FDS TR US CASH COWS 100 ETF
+$1.4M
185,672
+24%
增持
GM
GENERAL MTRS CO
+$1.4M
37,256
+439%
增持
GDX
VANECK ETF TRUST VANECK GOLD MINERS ETF
+$1.4M
50,042
+449%
清仓
ZS
ZSCALER INC
-$1.4M
0
-100%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.4M
48,834
+97%
增持
PFE
PFIZER INC
+$1.3M
239,709
+24%
建仓
FELC
Fidelity Enhanced Large Cap Core ETF
+$1.3M
43,652
增持
—
WALGREENS BOOTS ALLIANCE INC
+$1.3M
144,384
+648%
增持
—
COLLABORATIVE INVESTMNT SER
+$1.3M
392,233
+16%
清仓
—
PIONEER NAT RES CO
-$1.3M
0
-100%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.3M
6,127
+69%
减持
CQP
CHENIERE ENERGY PARTNERS LP
-$1.2M
7,905
-76%
建仓
JD
JD.COM INC
+$1.2M
48,244
减持
XLI
SELECT SECTOR SPDR TRUST THE INDUSTRIAL SELECT SECTOR SPDR FUND
-$1.2M
12,894
-42%
增持
ELV
ANTHEM INC COM
+$1.2M
3,791
+136%
增持
ESGU
ISHARES TR
+$1.2M
13,789
+268%
增持
NFLX
NETFLIX INC
+$1.2M
8,453
+14%
建仓
SCHA
SCHWAB STRATEGIC TR
+$1.2M
25,320
建仓
XSMO
INVESCO EXCHANGE TRADED FD T
+$1.2M
19,998
建仓
OKTA
OKTA INC
+$1.2M
12,664
减持
BRK/B
BERKSHIRE HATHAWAY INC DELCL B NEWCOMMON STOCK
-$1.2M
46,837
-3%
减持
RSEE
COLLABORATIVE INVESTMNT SER
+$1.2M
845,326
-0%
清仓
BDRY
AMPLIFY COMMODITY TRUST
-$1.1M
0
-100%
增持
GHTA
COLLABORATIVE INVESTMNT SER
+$1.1M
452,441
+9%
增持
SNPS
SYNOPSYS INC
+$1.1M
4,167
+75%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$1.1M
43,919
增持
LLY
ELI LILLY & CO
+$1.1M
5,730
+9%
增持
NOW
SERVICENOW INC COM
+$1.1M
3,369
+66%
减持
IWB
ISHARES TR
-$1.1M
6,643
-38%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$1.1M
1,892
-71%
增持
TTD
THE TRADE DESK INC
+$1.1M
14,071
+334%
减持
GOOG
ALPHABET INC CLASS C CAPITAL STOCK
+$1.1M
45,902
-5%
减持
XHE
SPDR SER TR
-$1.1M
7,850
-60%
减持
TLT
ISHARES TR
-$1.1M
7,205
-61%
清仓
HEFA
ISHARES TR
-$1.1M
0
-100%
减持
IBD
NORTHERN LTS FD TR IV
-$1.0M
17,626
-72%
增持
—
XAI OCTAGN FLT RAT & ALT INM
+$1.0M
613,571
+32%
增持
CVX
CHEVRON CORP NEW
+$1.0M
29,085
+30%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.0M
30,462
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$1.0M
71,589
减持
—
MEDTRONIC PLC COM
-$999.0K
6,756
-62%
减持
VZ
VERIZON COMMUNICATIONS INC
-$986.3K
73,875
-23%
增持
BX
BLACKSTONE INC
+$977.4K
17,658
+92%
清仓
SVXY
PROSHARES TR II
-$965.3K
0
-100%
清仓
LQDW
ISHARES TR
-$964.9K
0
-100%
建仓
PVAL
PUTNAM ETF TRUST
+$946.6K
26,076
建仓
—
TEUCRIUM COMMODITY TR
+$938.8K
176,806
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$936.8K
5,893
+225%
减持
QVAL
EA SERIES TRUST
-$936.2K
16,267
-55%
增持
SPDW
SPDR INDEX SHS FDS
+$931.3K
122,413
+30%
建仓
FENY
FIDELITY COVINGTON TRUST
+$927.9K
36,981
增持
MBB
ISHARES TR
+$915.6K
48,936
+26%
增持
SMIN
ISHARES TR
+$911.2K
21,044
+87%
减持
UBER
UBER TECHNOLOGIES INC COMMON STOCK
-$910.5K
10,055
-53%
建仓
IDXX
IDEXX LABS INC
+$890.1K
1,827
增持
XLC
SELECT SECTOR SPDR TRUST THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
+$882.2K
22,808
+74%
减持
MCD
MCDONALDS CORP
-$878.0K
14,470
-11%
减持
IMCG
iShares MStar Mid Cap Growth ETF
-$859.2K
11,299
-51%
增持
TIP
ISHARES TR
+$849.5K
10,996
+264%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$841.3K
4,684
-74%
建仓
OMFL
Invesco Russell 1000 Dynamic MultiFactor ETF
+$836.7K
15,940
增持
DCRE
DOUBLELINE ETF TRUST
+$829.4K
38,248
+73%
增持
FLJP
FRANKLIN TEMPLETON ETF TR
+$828.7K
77,501
+72%
清仓
—
M D C HLDGS INC
-$828.5K
0
-100%
建仓
DLTR
DOLLAR TREE INC
+$814.5K
7,629
增持
DHR
DANAHER CORPORATION
+$806.2K
8,146
+66%
减持
MS
MORGAN STANLEY
-$796.6K
7,587
-53%
建仓
GNRC
GENERAC HLDGS INC
+$796.5K
6,024
建仓
DG
DOLLAR GEN CORP NEW
+$790.9K
5,981
清仓
FDLS
NORTHERN LTS FD TR IV
-$788.8K
0
-100%
减持
DIVO
AMPLIFY ETF TR
-$787.8K
38,531
-34%
建仓
ENPH
ENPHASE ENERGY INC
+$786.8K
7,891
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$784.4K
81,337
+23%
增持
VGT
VANGUARD WORLD FD
+$781.4K
14,082
+1%
增持
WEC
WEC ENERGY GROUP INC
+$770.5K
30,210
+55%
建仓
SPEM
SPDR INDEX SHS FDS
+$767.4K
20,371
减持
AB
ALLIANCEBERNSTEIN HLDG L P
-$766.8K
21,499
-50%
减持
CTRA
COTERRA ENERGY INC
-$764.5K
18,782
-59%
建仓
IQLT
ISHARES TR
+$758.7K
19,427
清仓
DXCM
DEXCOM INC
-$744.9K
0
-100%
