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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 21
增持 56
减持 55
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SER TR
+$11.5M
282,778
+165%
减持
IVV
ISHARES TR
-$6.9M
15,270
-43%
增持
XLC
SELECT SECTOR SPDR TRUST THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
+$6.8M
88,287
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。
+737%
减持
USFR
WISDOMTREE TR
-$5.3M
24,280
-81%
增持
IEI
ISHARES TR
+$5.1M
47,275
+1040%
减持
QQQ
Invesco QQQ Trust
-$4.6M
103,124
-6%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$4.3M
0
-100%
增持
KBE
SPDR SER TR
+$4.1M
81,237
+1379%
增持
AAPL
Apple Inc Com
+$3.7M
363,826
+6%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$3.1M
9,014
-44%
增持
XHB
SPDR SER TR
+$3.0M
27,301
+1521%
减持
AVGO
BROADCOM INC COMMON STOCK
-$2.5M
23,037
-36%
增持
BIL
SPDR SERIES TRUST SPDR BLOOMBERG 1 3 MONTH T BILL ETF
+$2.4M
203,142
+15%
增持
XLF
SELECT SECTOR SPDR TRUST THE FINANCIAL SELECT SECTOR SPDR FUND
+$2.1M
110,388
+69%
减持
META
Meta Platforms Inc Cl A
-$2.1M
33,567
-3%
减持
TLT
ISHARES 20 PLUS YEAR TREASURY BOND ETF
-$2.0M
163,078
-10%
减持
AGG
ISHARES CORE U S AGGREGATE BD ETF
-$2.0M
10,176
-66%
增持
MAGS
LISTED FD TR
+$2.0M
70,829
+187%
建仓
JGRO
JPMorgan Active Growth ETF
+$1.9M
23,764
减持
SPTL
SPDR SER TR
-$1.8M
44,580
-58%
减持
RSEE
COLLABORATIVE INVESTMNT SER
-$1.7M
966,284
-3%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$1.6M
36,811
+26%
减持
SPY
SPDR S&P 500 ETF
-$1.6M
96,082
-18%
减持
IJH
ISHARES TR
-$1.6M
109,508
-18%
增持
COST
COSTCO WHSL CORP NEW
+$1.5M
8,842
+23%
减持
SPAB
SPDR SER TR
-$1.5M
139,436
-28%
清仓
FELC
Fidelity Enhanced Large Cap Core ETF
-$1.4M
0
-100%
减持
HD
HOME DEPOT INC
-$1.4M
12,289
-16%
减持
MSFT
Microsoft Corp Com
-$1.3M
79,611
-1%
减持
NDOW
COLLABORATIVE INVESTMNT SER
-$1.2M
1,523,987
-2%
减持
CSCO
CISCO SYS INC
-$1.2M
30,324
-41%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$1.1M
43,341
-35%
增持
LOW
LOWES COS INC
+$1.1M
8,483
+134%
建仓
NBIX
NEUROCRINE BIOSCIENCES INC
+$1.1M
8,852
建仓
COWG
Pacer US Lrg Cap Cash Cows Growth Leaders ETF
+$1.1M
34,524
减持
XSMO
INVESCO EXCHANGE TRADED FD T
-$1.1M
21,609
-43%
增持
AMZN
AMAZON.COM INC
-$1.1M
137,172
+0%
建仓
—
SCHWAB CHARLES FAMILY FD
+$1.0M
1,037,885
建仓
FMDE
Fidelity Enhanced Mid Cap ETF
+$998.1K
30,384
建仓
—
TEUCRIUM COMMODITY TR
+$994.5K
200,103
增持
SCHO
SCHWAB STRATEGIC TR
+$990.8K
36,764
+124%
增持
MA
MASTERCARD INCORPORATED
+$959.1K
9,248
+30%
清仓
FDVV
Fidelity High Dividend ETF
-$925.0K
0
-100%
建仓
OKTA
OKTA INC
+$914.9K
11,621
增持
SCHD
Schwab US Dividend Equity ETF
+$914.8K
149,115
+115%
减持
IWB
ISHARES TR
-$901.7K
3,569
-44%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$898.5K
79,809
+545%
减持
IJR
ISHARES TR
-$896.1K
12,747
-37%
清仓
—
NEOS ETF TRUST
-$893.9K
0
-100%
增持
TSLA
Tesla Inc Com
+$885.2K
46,813
+25%
减持
GHTA
COLLABORATIVE INVESTMNT SER
-$877.1K
407,890
-3%
建仓
GNRC
GENERAC HLDGS INC
+$861.4K
5,503
增持
NVDA
Nvidia Corporation Com
+$855.3K
373,638
+4%
减持
URNM
SPROTT FDS TR
-$848.1K
20,089
-45%
建仓
LPLA
LPL FINL HLDGS INC
+$828.1K
3,691
建仓
IDXX
IDEXX LABS INC
+$818.3K
1,700
减持
—
LAM RESEARCH CORP
-$813.0K
1,799
-36%
增持
PG
PROCTER & GAMBLE CO
+$808.0K
25,093
+24%
增持
TMUS
T MOBILE US INC
+$804.4K
12,055
+56%
增持
VEEV
VEEVA SYS INC
+$804.0K
7,212
+100%
清仓
CLIP
CLIP
-$736.8K
0
-100%
增持
CPNG
COUPANG INC CLASS A COMMON STOCK
+$731.0K
33,095
+39773%
减持
XLRE
SELECT SECTOR SPDR TRUST THE REAL ESTATE SELECT SECTOR SPDR FUND
-$724.8K
28,125
-36%
减持
GE
GENERAL ELECTRIC COMPANY COMMON STOCK
-$723.9K
48,394
-1%
增持
SE
SEA LTD
+$707.2K
14,921
+205%
增持
TSM
TAIWAN SEMICONDUCTOR MFG CO LTD-SPONSORED ADR REPSTG 5 COM
+$705.3K
14,292
+42%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$696.5K
188,441
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DELCL B NEWCOMMON STOCK
+$659.8K
47,356
-0%
减持
VST
VISTRA CORP
-$641.7K
14,744
-8%
增持
AMGN
AMGEN INC
+$641.4K
9,760
+20%
建仓
TEAM
ATLASSIAN CORPORATION
+$635.6K
3,838
增持
BA
BOEING CO
+$631.2K
12,551
+23%
增持
ELV
ANTHEM INC COM
+$603.1K
4,208
+26%
减持
NVO
NOVO-NORDISK A S
-$598.6K
5,396
-52%
建仓
APPF
APPFOLIO INC
+$597.1K
2,574
增持
GIS
GENERAL MLS INC
+$584.4K
16,651
+99%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$578.5K
12,543
增持
SYY
SYSCO CORP
+$571.1K
11,733
+166%
减持
V
VISA INC CL A COMMON STOCK
-$542.5K
14,796
-12%
减持
GS
GOLDMAN SACHS GROUP INC
-$539.8K
3,660
-25%
减持
PTL
NORTHERN LTS FD TR IV
-$534.5K
19,754
-10%
减持
GOVT
ISHARES TR
-$529.6K
19,281
-54%
减持
VOO
VANGUARD S&P 500 ETF
-$524.5K
42,581
-1%
清仓
ZROZ
PIMCO ETF TR
-$524.4K
0
-100%
增持
HEI
HEICO CORP NEW
+$522.9K
4,215
+97%
减持
AMT
AMERICAN TOWER CORPORATION REIT
-$509.5K
12,748
-12%
减持
PSLV
SPROTT PHYSICAL SILVER TR
-$504.6K
41,254
-53%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$498.9K
3,270
+133%
增持
STIP
ISHARES TR
+$498.3K
28,304
+22%
清仓
PHYS
SPROTT PHYSICAL GOLD TR
-$493.1K
0
-100%
建仓
CG
CARLYLE GROUP INC
+$490.8K
12,230
减持
CMG
CHIPOTLE MEXICAN GRILL INC COMMON STOCK
-$478.0K
4,421
-65%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$475.2K
31,205
+27%
增持
—
ISHARES TR
+$474.5K
144,272
+17%
减持
EFA
ISHARES MSCI EAFE ETF
-$472.8K
82,255
-6%
建仓
SCHM
SCHWAB STRATEGIC TR
+$465.0K
5,696
建仓
JD
JD.COM INC
+$464.2K
17,193
清仓
MRNA
MODERNA INC
-$462.9K
0
-100%
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$462.0K
0
-100%
减持
GBTC
GRAYSCALE BITCOIN TR BTC
-$460.6K
18,870
-29%
增持
DBEF
DBX ETF TR
+$453.8K
17,267
+166%
建仓
ALB
ALBEMARLE CORP
+$452.3K
5,012
增持
DYNF
BLACKROCK ETF TRUST
+$447.9K
19,111
+96%
建仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$447.1K
18,059
减持
O
REALTY INCOME CORP
-$440.2K
20,652
-24%
增持
HSY
HERSHEY CO
+$438.5K
10,663
+26%
增持
MRSH
MARSH & MCLENNAN COS INC
+$436.0K
10,374
+20%
增持
ORCL
ORACLE CORP
-$424.5K
35,907
+11%
增持
BABA
ALIBABA GROUP HLDG LTD
+$424.0K
17,430
+80%
增持
WEC
WEC ENERGY GROUP INC
+$422.3K
37,028
+18%
增持
LLY
ELI LILLY & CO
+$412.7K
5,023
+1%
减持
TFC
TRUIST FINL CORP
-$406.9K
12,524
-44%
减持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
-$402.0K
12,639
-24%
减持
VGT
VANGUARD WORLD FD
-$400.8K
14,690
-2%
增持
EXAS
EXACT SCIENCES CORP
-$396.8K
61,760
+0%
增持
REGN
REGENERON PHARMACEUTICALS
+$396.5K
1,970
+7%
减持
COWZ
PACER FDS TR US CASH COWS 100 ETF
-$395.2K
205,014
-3%
清仓
ASTS
AST SPACEMOBILE INC
-$394.8K
0
-100%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$394.7K
47,048
-11%
建仓
WAB
WABTEC
+$394.4K
2,325
清仓
BJ
BJS WHSL CLUB HLDGS INC
-$391.7K
0
-100%
清仓
VRT
VERTIV HOLDINGS CO
-$389.7K
0
-100%
减持
TOL
TOLL BROTHERS INC
-$385.4K
3,957
-36%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$381.1K
1,440
-31%
清仓
VMC
VULCAN MATLS CO
-$378.9K
0
-100%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$371.9K
4,167
清仓
TRGP
TARGA RES CORP
-$371.7K
0
-100%
建仓
UHS
UNIVERSAL HLTH SVCS INC
+$370.0K
1,555
增持
TXN
TEXAS INSTRS INC
+$369.8K
16,516
+8%
增持
BX
BLACKSTONE INC
+$366.5K
18,779
+25%
减持
APP
APPLOVIN CORP
-$365.3K
8,916
-2%
清仓
BWA
BORGWARNER INC
-$359.7K
0
-100%
清仓
ADSK
AUTODESK INC
-$356.5K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$352.3K
3,785
+27%
清仓
RBLX
ROBLOX CORP
-$350.7K
0
-100%
增持
RDFI
COLLABORATIVE INVESTMNT SER
-$348.4K
574,007
+1%
清仓
BBY
BEST BUY INC
-$346.7K
0
-100%
减持
ULTA
ULTA BEAUTY INC
-$346.6K
1,413
-35%
减持
DRI
DARDEN RESTAURANTS INC
-$339.9K
1,940
-51%
减持
IEF
ISHARES TRUST ISHARES 7 10 YEAR TREASURY BOND ETF
-$338.1K
30,730
-9%
减持
PYPL
PAYPAL HOLDINGS INC COM
-$336.6K
32,555
-6%
增持
GILD
GILEAD SCIENCES INC
+$330.4K
8,527
+108%
增持
PDD
PDD HOLDINGS INC
-$329.8K
9,690
+4%
减持
EQIX
EQUINIX INC
-$326.4K
311
-53%
增持
TIP
ISHARES TR
+$325.4K
51,859
+8%
增持
NEE
NEXTERA ENERGY INC
+$325.0K
59,151
+13%
减持
LNG
CHENIERE ENERGY INC
-$324.0K
2,561
-42%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF FTSE EMERGING INDEX
-$323.5K
104,132
+0%
增持
GM
GENERAL MTRS CO
+$322.2K
35,428
+10%
增持
TGT
TARGET CORP
+$317.2K
6,092
+53%
