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BELLEVUE ASSET MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BELLEVUE ASSET MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001801619
持仓数
369
前50大市值合计
$179.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 14
增持 43
减持 70
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$2.2M
67,622
-2%
增持
—
JOHN HANCOCK EXCHANGE TRADED
+$739.0K
53,984
+2%
减持
COST
COSTCO WHSL CORP NEW
+$614.0K
7,473
-7%
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
ABT
ABBOTT LABS
+$567.0K
26,574
+0%
增持
JPUS
JP MORGAN EXCHANGE-TRADED F
+$550.0K
51,754
+2%
增持
QLV
FLEXSHARES TR
+$526.0K
72,676
+3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$515.0K
12,556
-42%
减持
SBUX
STARBUCKS CORP
-$428.0K
83,888
-9%
增持
FNX
FIRST TR MID CAP CORE ALPHAD
+$424.0K
63,652
+3%
减持
VGT
VANGUARD WORLD FDS
+$358.0K
6,973
-0%
减持
TSLA
TESLA INC
+$323.0K
1,249
-2%
增持
—
JOHN HANCOCK EXCHANGE TRADED
+$309.0K
66,033
+3%
清仓
GE
GENERAL ELECTRIC CO
-$260.0K
0
-100%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$206.0K
26,415
+15%
增持
—
JOHN HANCOCK EXCHANGE TRADED
+$206.0K
33,734
+4%
减持
TSBK
TIMBERLAND BANCORP INC
-$194.0K
6,400
-50%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$171.0K
72,414
+2%
增持
LRGF
ISHARES TR
+$170.0K
41,443
+0%
增持
LMBS
FIRST TR EXCHANGE- TRADED FD
-$169.0K
136,605
+98889%
减持
CSCO
CISCO SYS INC
+$158.0K
31,672
-6%
减持
MSFT
MICROSOFT CORP
+$153.0K
122,408
-15%
减持
F
FORD MTR CO DEL
-$141.0K
676
-94%
减持
CMCSA
COMCAST CORP NEW
-$134.0K
9,050
-13%
减持
VCR
VANGUARD WORLD FDS
+$133.0K
4,849
-0%
减持
T
AT&T INC
-$103.0K
6,650
-32%
减持
MA
MASTERCARD INCORPORATED
-$102.0K
350
-46%
减持
DIS
DISNEY WALT CO
-$92.0K
2,912
-8%
减持
GOOGL
ALPHABET INC
+$92.0K
495
-0%
减持
BABA
ALIBABA GROUP HLDG LTD
-$80.0K
2,385
-3%
减持
—
VMWARE INC
-$79.0K
736
-33%
减持
UPS
UNITED PARCEL SERVICE INC
-$79.0K
903
-39%
增持
—
JOHN HANCOCK EXCHANGE TRADED
-$76.0K
63,345
+4%
减持
WRB
BERKLEY W R CORP
-$75.0K
8,500
-19%
减持
VHT
VANGUARD WORLD FDS
+$71.0K
4,369
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$69.0K
1,155
+4%
减持
ADPT
ADAPTIVE BIOTECHNOLOGIES COR
-$69.0K
10,747
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$64.0K
9,932
+1%
减持
AMGN
AMGEN INC
-$58.0K
6,346
-8%
增持
AMZN
AMAZON COM INC
+$58.0K
1,084
+1%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$57.0K
337
-50%
增持
UNP
UNION PAC CORP
+$52.0K
875
+3%
增持
OMER
OMEROS CORP
-$50.0K
15,811
+44%
减持
JPM
JPMORGAN CHASE & CO
-$49.0K
5,746
-2%
清仓
SYK
STRYKER CORPORATION
-$48.0K
0
-100%
增持
PEP
PEPSICO INC
+$47.0K
1,943
+1%
减持
VTI
VANGUARD INDEX FDS
+$46.0K
3,158
-1%
减持
PFE
PFIZER INC
+$40.0K
3,199
-7%
减持
NVDA
NVIDIA CORPORATION
+$39.0K
479
-2%
增持
FDX
FEDEX CORP
+$37.0K
924
+1%
建仓
—
TRANE TECHNOLOGIES PLC
+$36.0K
180
减持
KLAC
KLA CORP
+$35.0K
477
-5%
增持
O
REALTY INCOME CORP
+$35.0K
1,027
+72%
清仓
TTD
THE TRADE DESK INC
-$35.0K
0
-100%
减持
PTH
INVESCO EXCHANGE TRADED FD T
-$32.0K
684
-20%
减持
PTF
INVESCO EXCHANGE TRADED FD T
-$31.0K
1,116
-22%
减持
FXR
FIRST TR EXCHANGE TRADED FD
+$30.0K
6,851
-0%
减持
DVY
ISHARES TR
+$30.0K
5,030
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$29.0K
1,388
-1%
清仓
—
VEREIT INC
-$28.0K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$27.0K
122
-45%
减持
PXF
INVESCO EXCH TRADED FD TR II
-$27.0K
3,770
-14%
建仓
EBAY
EBAY INC
+$27.0K
400
增持
HRL
HORMEL FOODS CORP
+$26.0K
3,552
+0%
清仓
—
CARNIVAL PLC
-$26.0K
0
-100%
减持
NFLX
NETFLIX INC
-$25.0K
361
-8%
增持
CVX
CHEVRON CORP NEW
+$25.0K
1,660
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$24.0K
2,428
+2%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$24.0K
2,507
+0%
减持
PCAR
PACCAR INC
+$24.0K
4,272
-3%
建仓
VSXY
VICTORIAS SECRET AND CO
+$22.0K
400
清仓
—
JAZZ PHARMACEUTICALS PLC
-$21.0K
0
-100%
清仓
—
QUIDEL CORP
-$20.0K
0
-100%
增持
KO
COCA COLA CO
+$20.0K
2,969
+0%
增持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$19.0K
265
+2%
增持
CVS
CVS HEALTH CORP
+$18.0K
1,003
+0%
清仓
SPGI
S&P GLOBAL INC
-$18.0K
0
-100%
清仓
PHO
INVESCO EXCHANGE TRADED FD T
-$17.0K
0
-100%
增持
—
ARISTA NETWORKS INC
+$17.0K
292
+300%
增持
GIS
GENERAL MLS INC
+$15.0K
1,931
+1%
减持
VTR
VENTAS INC
-$13.0K
1,550
-6%
清仓
—
AIR TRANSPORT SERVICES GRP I
-$13.0K
0
-100%
减持
—
EXXON MOBIL CORP
-$13.0K
977
-20%
减持
PSL
INVESCO EXCHANGE TRADED FD T
-$13.0K
680
-18%
增持
DINT
DAVIS FUNDAMENTAL ETF TR
+$13.0K
1,426
+89%
清仓
RDOG
ALPS ETF TR
-$13.0K
0
-100%
减持
SLV
ISHARES SILVER TR
-$11.0K
768
-43%
建仓
IDV
ISHARES TR
+$11.0K
360
减持
AIVL
WISDOMTREE TR
+$11.0K
2,022
-1%
减持
PEZ
INVESCO EXCHANGE TRADED FD T
-$11.0K
529
-22%
减持
WY
WEYERHAEUSER CO MTN BE
-$10.0K
2,137
-22%
减持
GILD
GILEAD SCIENCES INC
-$10.0K
961
-15%
增持
DGRO
ISHARES TR
+$10.0K
950
+12%
增持
JPIN
JP MORGAN EXCHANGE-TRADED F
+$9.0K
40,228
+3%
减持
FBIN
FORTUNE BRANDS HOME & SEC IN
+$9.0K
1,065
-9%
减持
PXI
INVESCO EXCHANGE TRADED FD T
-$9.0K
264
-51%
减持
KMB
KIMBERLY-CLARK CORP
-$9.0K
475
-17%
建仓
TER
TERADYNE INC
+$8.0K
50
清仓
EOG
EOG RES INC
-$8.0K
0
-100%
减持
HOOD
ROBINHOOD MKTS INC
-$8.0K
100
-56%
增持
SO
SOUTHERN CO
+$8.0K
1,175
+0%
减持
PFI
INVESCO EXCHANGE TRADED FD T
-$8.0K
2,187
-9%
减持
DDWM
WISDOMTREE TR
-$8.0K
1,333
-19%
减持
PRU
PRUDENTIAL FINL INC
-$8.0K
150
-33%
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$7.0K
65
减持
RQI
COHEN & STEERS QUALITY INCOM
+$7.0K
3,110
-5%
减持
—
ATLASSIAN CORP PLC
-$7.0K
45
-25%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$6.0K
115
+77%
减持
EMR
EMERSON ELEC CO
-$6.0K
900
-5%
减持
EFA
ISHARES TR
-$6.0K
804
-9%
减持
EEM
ISHARES TR
-$6.0K
294
-25%
清仓
—
LABORATORY CORP AMER HLDGS
-$6.0K
0
-100%
减持
FNDB
SCHWAB STRATEGIC TR
-$6.0K
12,705
-8%
减持
ORCL
ORACLE CORP
-$6.0K
2,351
-2%
减持
TWLO
TWILIO INC
-$6.0K
15
-50%
增持
INTC
INTEL CORP
+$5.0K
33,070
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
-$5.0K
3,408
+2%
清仓
WAB
WABTEC
-$5.0K
0
-100%
减持
FNDX
SCHWAB STRATEGIC TR
+$5.0K
1,844
-3%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$5.0K
35
建仓
IYW
ISHARES TR
+$5.0K
45
建仓
ITW
ILLINOIS TOOL WKS INC
+$5.0K
20
增持
MO
ALTRIA GROUP INC
+$5.0K
3,723
+0%
增持
IWM
ISHARES TR
+$5.0K
56
+75%
减持
NIO
NIO INC
-$4.0K
105
-49%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$4.0K
50
清仓
PYPL
PAYPAL HLDGS INC
-$4.0K
0
-100%
建仓
ABBV
ABBVIE INC
+$4.0K
30
减持
—
ETF MANAGERS TR
-$4.0K
560
-20%
减持
ENB
ENBRIDGE INC
-$4.0K
450
-18%
清仓
BNY
BANK NEW YORK MELLON CORP
-$4.0K
0
-100%
建仓
—
LUCID GROUP INC
+$4.0K
108
增持
VRSN
VERISIGN INC
+$3.0K
20
+82%
建仓
—
SIRIUS XM HOLDINGS INC
+$3.0K
550
增持
ETSY
ETSY INC
+$3.0K
18
+260%
清仓
—
REATA PHARMACEUTICALS INC
-$3.0K
0
-100%
减持
SITM
SITIME CORP
-$3.0K
18
-53%
减持
JNJ
JOHNSON & JOHNSON
+$3.0K
1,630
-4%
减持
PRN
INVESCO EXCHANGE TRADED FD T
+$3.0K
911
-11%
清仓
BMBL
BUMBLE INC
-$3.0K
0
-100%
减持
HAS
HASBRO INC
-$3.0K
113
-31%
清仓
HMC
HONDA MOTOR LTD
-$3.0K
0
-100%
建仓
BLNK
BLINK CHARGING CO
+$3.0K
100
减持
MU
MICRON TECHNOLOGY INC
-$3.0K
209
-32%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$3.0K
1,534
+0%
清仓
—
TWITTER INC
-$3.0K
0
-100%
增持
DIVO
AMPLIFY ETF TR
+$3.0K
801
+0%
清仓
SNAP
SNAP INC
-$3.0K
0
-100%
清仓
TSCO
TRACTOR SUPPLY CO
-$3.0K
0
-100%
增持
LUV
SOUTHWEST AIRLS CO
-$3.0K
12,129
+20%
清仓
CURV
TORRID HLDGS INC
-$3.0K
0
-100%
