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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 34
增持 53
减持 49
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
SGOV
ISHARES TR
+$78.1M
781,783
+12921%
建仓
FNDX
SCHWAB STRATEGIC TR
+$30.0M
1,268,807
增持
SCHX
SCHWAB STRATEGIC TR
+$29.7M
1,384,775
+10084%
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
SCHG
SCHWAB STRATEGIC TR
+$27.9M
1,142,604
+16634%
建仓
CLIP
Global X Funds Global X 1-3 Month T-Bill ETF
+$19.0M
189,096
增持
BIL
SPDR SERIES TRUST SPDR BLOOMBERG 1 3 MONTH T BILL ETF
+$16.9M
387,709
+91%
增持
SCHF
SCHWAB STRATEGIC TR
+$15.6M
814,896
+6925%
减持
TLT
ISHARES 20 PLUS YEAR TREASURY BOND ETF
-$14.2M
17,064
-90%
减持
AAPL
Apple Inc Com
-$13.5M
314,908
-13%
减持
SPYM
SPDR SER TR
-$10.9M
119,648
-58%
增持
VO
VANGUARD INDEX FDS
+$9.6M
42,650
+659%
增持
IJR
ISHARES TR
+$9.2M
102,251
+702%
增持
EMXC
ISHARES INC
+$8.7M
176,579
+958%
增持
IVV
ISHARES TR
+$8.4M
30,363
+99%
减持
COWZ
PACER FDS TR US CASH COWS 100 ETF
-$8.3M
64,257
-69%
建仓
ROE
EA SERIES TRUST
+$8.0M
272,852
增持
EFG
ISHARES TRUST ISHARES MSCI EAFE GROWTH ETF
+$7.0M
72,216
+2954%
建仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$5.7M
191,461
减持
XLC
SELECT SECTOR SPDR TRUST THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
-$5.6M
22,308
-75%
增持
GLD
SPDR GOLD TR GOLD SHS
+$5.5M
40,194
+53%
减持
IGM
ISHARES TR
-$5.5M
41,110
-58%
减持
NVDA
Nvidia Corporation Com
-$5.4M
371,417
-1%
减持
IEI
ISHARES TR
-$5.2M
3,313
-93%
增持
PDEC
INNOVATOR ETFS TR INNOVATOR U S EQUITY POWER BUFFER ETF
+$5.2M
149,262
+1209%
建仓
VBIL
VANGUARD INSTL INDEX FD
+$4.9M
65,281
减持
IWM
ISHARES RUSSELL 2000 ETF
-$4.9M
16,267
-56%
减持
TIP
ISHARES TR
-$4.7M
8,394
-84%
增持
USFR
WISDOMTREE TR
+$4.6M
115,894
+377%
清仓
PSFF
PACER FDS TR
-$4.5M
0
-100%
增持
RTRE
COLLABORATIVE INVESTMNT SER
+$4.2M
756,365
+32%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$4.2M
61,322
+626%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$4.2M
393,188
+853%
减持
KBE
SPDR SER TR
-$4.1M
6,096
-92%
减持
MSFT
MICROSOFT CORP
-$3.9M
78,113
-2%
减持
IVW
ISHARES TR
-$3.8M
60,669
-40%
增持
SPDW
SPDR INDEX SHS FDS
+$3.8M
228,146
+88%
建仓
SLQD
ISHARES TR
+$3.7M
74,350
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF FTSE EMERGING INDEX
-$3.7M
21,758
-79%
增持
AGG
ISHARES CORE U S AGGREGATE BD ETF
+$3.6M
46,247
+354%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$3.5M
96,578
-49%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$3.5M
112,674
+114%
增持
DTD
WISDOMTREE TR
+$3.5M
50,367
+816%
减持
PFE
PFIZER INC
-$3.4M
130,103
-44%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$3.3M
989
-89%
增持
IEFA
ISHARES TR
+$3.3M
48,467
+886%
清仓
XHB
SPDR SER TR
-$3.2M
0
-100%
减持
QQQ
Invesco QQQ Trust
-$3.2M
97,955
-5%
清仓
IJK
ISHARES TR
-$3.1M
0
-100%
增持
VOO
VANGUARD S&P 500 ETF
+$3.1M
48,938
+15%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.0M
160,708
+54%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.0M
65,265
-17%
减持
BMI
BADGER METER INC
-$3.0M
178,961
-0%
清仓
IWC
ISHARES TR
-$2.9M
0
-100%
减持
EFA
ISHARES MSCI EAFE ETF
-$2.9M
48,253
-41%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$2.9M
33,638
+316%
减持
—
COLLABORATIVE INVESTMNT SER
-$2.8M
329,702
-24%
增持
NFLX
NETFLIX INC
+$2.8M
9,893
+7%
增持
V
VISA INC CL A COMMON STOCK
+$2.8M
19,540
+32%
增持
AMLP
ALPS ETF TRUST ALERIAN MLP ETF
+$2.7M
68,590
+292%
减持
SPAB
SPDR SER TR
-$2.7M
36,803
-74%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$2.6M
102,055
+742%
减持
PAPR
INNOVATOR ETFS TRUST
-$2.6M
105,037
-41%
减持
SNAV
COLLABORATIVE INVESTMNT SER
-$2.6M
205,356
-28%
清仓
FLJP
FRANKLIN TEMPLETON ETF TR
-$2.5M
0
-100%
清仓
VCLT
VANGUARD SCOTTSDALE FDS
-$2.5M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DELCL B NEWCOMMON STOCK
+$2.4M
46,882
-1%
减持
PEP
PEPSICO INC
-$2.4M
15,649
-43%
建仓
CARY
ANGEL OAK FUNDS TRUST
+$2.4M
116,624
增持
MUB
ISHARES TR
+$2.4M
27,747
+476%
减持
STZ
CONSTELLATION BRANDS INC
-$2.4M
1,694
-85%
减持
NDOW
COLLABORATIVE INVESTMNT SER
-$2.4M
1,457,654
-4%
增持
GDX
VANECK ETF TRUST VANECK GOLD MINERS ETF
+$2.3M
81,209
+124%
增持
VTV
VANGUARD INDEX FUNDS VANGUARD VALUE ETF
+$2.3M
27,170
+98%
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$2.3M
93,754
增持
PTL
NORTHERN LTS FD TR IV
+$2.3M
31,131
+58%
增持
ACWX
ISHARES TR
+$2.3M
54,843
+287%
增持
UBER
UBER TECHNOLOGIES INC COMMON STOCK
+$2.2M
37,256
+416%
减持
—
ISHARES TR
-$2.2M
50,771
-65%
增持
AVGO
BROADCOM INC COMMON STOCK
+$2.2M
35,251
+53%
减持
PSQ
PROSHARES TR
-$2.1M
15,069
-78%
增持
SPYV
SPDR SER TR
+$2.1M
55,099
+326%
减持
CCI
CROWN CASTLE INC
-$2.1M
2,012
-90%
减持
ELV
ANTHEM INC COM
-$2.0M
701
-83%
减持
TSLA
Tesla Inc Com
-$2.0M
33,382
-29%
建仓
FEZ
SPDR INDEX SHS FDS
+$2.0M
37,115
建仓
BLK
BLACKROCK INC
+$2.0M
2,090
增持
CSCO
CISCO SYS INC
+$2.0M
56,779
+87%
建仓
MLPX
GLOBAL X FDS
+$1.9M
30,507
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$1.9M
33,667
+166%
清仓
—
ISHARES TR
-$1.9M
0
-100%
增持
SPY
SPDR S&P 500 ETF
+$1.9M
100,246
+4%
清仓
—
ARISTA NETWORKS INC
-$1.9M
0
-100%
建仓
VDC
VANGUARD WORLD FD
+$1.9M
8,635
清仓
XMHQ
INVESCO EXCHANGE TRADED FD T
-$1.9M
0
-100%
建仓
BOXX
EA SERIES TRUST
+$1.9M
16,843
减持
SNPS
SYNOPSYS INC
-$1.9M
893
-79%
建仓
MLPA
GLOBAL X FDS
+$1.9M
34,787
建仓
PSQH
PSQ HOLDINGS INC
+$1.8M
804,315
清仓
—
BLACKROCK INC
-$1.8M
0
-100%
建仓
ARKB
ARK 21SHARES BITCOIN ETF
+$1.8M
21,875
减持
BX
BLACKSTONE INC
-$1.8M
6,327
-66%
清仓
—
MARATHON OIL CORP
-$1.8M
0
-100%
减持
NOC
NORTHROP GRUMMAN CORP
-$1.8M
2,998
-53%
减持
RDFI
COLLABORATIVE INVESTMNT SER
-$1.8M
519,462
-10%
建仓
IWY
ISHARES TR
+$1.7M
8,217
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$1.7M
6,261
-86%
建仓
PZA
INVESCO EXCH TRADED FD TR II
+$1.7M
74,963
建仓
ANET
ARISTA NETWORKS INC
+$1.7M
22,237
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$1.7M
49,750
+237%
建仓
BKR
BAKER HUGHES COMPANY
+$1.7M
39,066
建仓
RUNN
STRATEGIC TRUST
+$1.7M
52,567
增持
RTX
RTX CORPORATION
+$1.7M
39,034
+39%
减持
REGN
REGENERON PHARMACEUTICALS
-$1.7M
1,011
-49%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$1.7M
24,348
-52%
增持
RSEE
COLLABORATIVE INVESTMNT SER
-$1.6M
1,012,345
+5%
增持
COR
CENCORA INC
+$1.6M
9,252
+131%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.6M
83,576
+67%
减持
HSY
HERSHEY CO
-$1.6M
2,613
-75%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.6M
2
建仓
EFAV
ISHARES TR
+$1.6M
20,269
减持
—
XAI OCTAGN FLT RAT & ALT INM
-$1.6M
448,062
-27%
建仓
BTAL
AGF INVTS TR
+$1.6M
75,624
减持
LMT
LOCKHEED MARTIN CORP
-$1.6M
5,873
-20%
减持
EXAS
EXACT SCIENCES CORP
-$1.5M
52,235
-15%
建仓
IJS
ISHARES TR
+$1.5M
15,865
增持
XYLD
GLOBAL X FDS
+$1.5M
145,610
+42%
减持
QQQM
Invesco NASDAQ 100 ETF
-$1.5M
19,506
-25%
清仓
—
LAM RESEARCH CORP
-$1.5M
0
-100%
建仓
TFI
SPDR SER TR
+$1.5M
32,427
建仓
IGSB
ISHARES TR
+$1.5M
27,859
增持
FLOT
ISHARES TRUST ISHARES FLOATING RATE BOND ETF
+$1.5M
54,886
+109%
清仓
FEMB
FIRST TR EXCH TRADED FD III
-$1.5M
0
-100%
增持
IJJ
ISHARES TR
+$1.4M
15,413
+375%
增持
PM
PHILIP MORRIS INTL INC
+$1.4M
21,394
+35%
增持
PULS
PGIM ETF TR
+$1.4M
159,270
+22%
增持
VOT
VANGUARD INDEX FDS
+$1.4M
10,760
+112%
清仓
XSMO
INVESCO EXCHANGE TRADED FD T
-$1.4M
0
-100%
减持
BLES
NORTHERN LTS FD TR IV
-$1.4M
20,418
-64%
减持
DHR
DANAHER CORPORATION
-$1.4M
4,713
-47%
增持
JNJ
JOHNSON & JOHNSON
+$1.4M
32,189
+36%
建仓
LRCX
LAM RESEARCH CORP
+$1.4M
19,330
建仓
BALT
INNOVATOR ETFS TRUST
+$1.4M
44,734
建仓
HYEM
VANECK ETF TRUST VANECK EMERGING MARKETS HIGH YIELD BOND ETF
+$1.4M
71,395
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$1.4M
18,579
建仓
IYW
ISHARES TR
+$1.4M
9,823
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$1.3M
4,005
+228%
建仓
BEGS
COLLABORATIVE INVESTMNT SER
+$1.3M
62,085
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$1.3M
44,759
+30%
建仓
NLR
VANECK ETF TRUST
+$1.3M
17,870
减持
AMT
AMERICAN TOWER CORPORATION REIT
-$1.3M
7,124
-44%
