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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 9
增持 47
减持 76
清仓 18
方向
标的
Δ市值
现股数(环比)
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$3.7M
74,417
增持
MSFT
MICROSOFT CORP
+$2.2M
138,707
+13%
减持
ABT
ABBOTT LABS
-$2.1M
13,415
-50%
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。
减持
SBUX
STARBUCKS CORP
-$2.1M
83,792
-0%
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$1.7M
34,914
-52%
减持
LRGF
ISHARES TR
-$1.7M
4,433
-89%
减持
FNX
FIRST TR MID CAP CORE ALPHAD
-$1.6M
50,096
-21%
建仓
—
JOHN HANCOCK EXCHANGE TRADED
+$1.1M
20,290
减持
VGT
VANGUARD WORLD FDS
-$534.0K
6,310
-10%
减持
VCR
VANGUARD WORLD FDS
-$401.0K
4,050
-16%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$307.0K
31,692
+20%
增持
QLV
FLEXSHARES TR
+$267.0K
79,326
+9%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$263.0K
2,502
-0%
减持
VTI
VANGUARD INDEX FDS
-$231.0K
2,312
-27%
减持
CSCO
CISCO SYS INC
-$231.0K
31,473
-1%
增持
JPUS
JP MORGAN EXCHANGE-TRADED F
+$219.0K
54,182
+5%
减持
INTC
INTEL CORP
-$216.0K
29,722
-10%
减持
VHT
VANGUARD WORLD FDS
-$176.0K
3,835
-12%
增持
HD
HOME DEPOT INC
-$175.0K
1,541
+0%
减持
—
JOHN HANCOCK EXCHANGE TRADED
-$172.0K
65,012
-2%
增持
WRB
BERKLEY W R CORP
+$157.0K
12,750
+50%
增持
—
JOHN HANCOCK EXCHANGE TRADED
-$153.0K
58,506
+8%
减持
FXR
FIRST TR EXCHANGE TRADED FD
-$138.0K
5,079
-26%
减持
SCHO
SCHWAB STRATEGIC TR
-$138.0K
925
-74%
减持
FXG
FIRST TR EXCHANGE TRADED FD
-$138.0K
3,080
-43%
增持
COST
COSTCO WHSL CORP NEW
+$131.0K
7,483
+0%
减持
JPM
JPMORGAN CHASE & CO
-$119.0K
5,742
-0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$116.0K
12,262
-2%
减持
V
VISA INC
-$107.0K
2,515
-19%
减持
PXF
INVESCO EXCH TRADED FD TR II
-$103.0K
1,647
-56%
减持
IYF
ISHARES TR
-$97.0K
3,870
-22%
增持
NKE
NIKE INC
-$94.0K
3,447
+2%
增持
LMBS
FIRST TR EXCHANGE- TRADED FD
+$92.0K
141,465
+4%
减持
AAPL
APPLE INC
-$87.0K
67,325
-0%
减持
FNDX
SCHWAB STRATEGIC TR
-$85.0K
383
-79%
减持
NFLX
NETFLIX INC
-$84.0K
351
-3%
增持
CVX
CHEVRON CORP NEW
+$78.0K
1,662
+0%
清仓
LDUR
PIMCO ETF TR
-$74.0K
0
-100%
减持
AMZN
AMAZON COM INC
-$74.0K
1,068
-1%
增持
—
JOHN HANCOCK EXCHANGE TRADED
-$66.0K
36,672
+9%
增持
—
JOHN HANCOCK EXCHANGE TRADED
+$66.0K
69,644
+10%
增持
JPIN
JP MORGAN EXCHANGE-TRADED F
+$63.0K
43,023
+7%
减持
PCAR
PACCAR INC
-$63.0K
3,535
-17%
减持
GOOG
ALPHABET INC
-$57.0K
427
-3%
减持
DVY
ISHARES TR
-$53.0K
4,371
-13%
减持
FNDB
SCHWAB STRATEGIC TR
-$53.0K
11,730
-8%
增持
QCOM
QUALCOMM INC
-$52.0K
1,896
+0%
减持
GOOGL
ALPHABET INC
-$51.0K
490
-1%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$50.0K
375
-44%
清仓
AXP
AMERICAN EXPRESS CO
-$49.0K
0
-100%
增持
DIS
DISNEY WALT CO
-$47.0K
2,916
+0%
减持
BAC
BK OF AMERICA CORP
-$43.0K
8,286
-5%
减持
VYM
VANGUARD WHITEHALL FDS
-$42.0K
2,029
-16%
减持
BABA
ALIBABA GROUP HLDG LTD
-$39.0K
2,205
-8%
减持
SCHR
SCHWAB STRATEGIC TR
-$38.0K
43
-94%
建仓
PECO
PHILLIPS EDISON & CO INC
+$38.0K
1,093
清仓
MMS
MAXIMUS INC
-$38.0K
0
-100%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$36.0K
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC
-$36.0K
0
-100%
减持
BA
BOEING CO
-$34.0K
1,481
-7%
清仓
UE
URBAN EDGE PPTYS
-$32.0K
0
-100%
减持
EFA
ISHARES TR
-$31.0K
432
-46%
清仓
SAP
SAP SE
-$31.0K
0
-100%
减持
PFI
INVESCO EXCHANGE TRADED FD T
-$30.0K
1,812
-17%
增持
PG
PROCTER AND GAMBLE CO
-$29.0K
2,959
+0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$29.0K
1,965
+1%
清仓
EBAY
EBAY INC
-$27.0K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$26.0K
574
+175%
清仓
—
STORE CAP CORP
-$26.0K
0
-100%
清仓
SSD
SIMPSON MFG INC
-$26.0K
0
-100%
减持
ANSS
ANSYS INC
-$26.0K
70
-43%
减持
ITGR
INTEGER HLDGS CORP
-$25.0K
42
-87%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$25.0K
1,234
-11%
减持
VAW
VANGUARD WORLD FDS
-$25.0K
350
-26%
减持
FDX
FEDEX CORP
-$25.0K
914
-1%
减持
IYE
ISHARES TR
+$25.0K
2,701
-5%
建仓
QRVO
QORVO INC
+$25.0K
200
清仓
HXL
HEXCEL CORP NEW
-$24.0K
0
-100%
清仓
—
JOHN HANCOCK EXCHANGE TRADED
-$24.0K
0
-100%
减持
ITA
ISHARES TR
-$24.0K
801
-27%
减持
TSLA
TESLA INC
+$23.0K
1,229
-2%
清仓
FXN
FIRST TR EXCHANGE TRADED FD
-$23.0K
0
-100%
建仓
BROS
DUTCH BROS INC
+$23.0K
391
增持
REGN
REGENERON PHARMACEUTICALS
+$22.0K
57
+97%
增持
—
EXXON MOBIL CORP
+$22.0K
979
+0%
增持
PFE
PFIZER INC
-$22.0K
3,201
+0%
清仓
VSXY
VICTORIAS SECRET AND CO
-$22.0K
0
-100%
减持
EXPD
EXPEDITORS INTL WASH INC
-$21.0K
448
-11%
减持
XBI
SPDR SER TR
-$21.0K
200
-43%
减持
SCHW
SCHWAB CHARLES CORP
-$21.0K
281
-48%
增持
SPY
SPDR S&P 500 ETF TR
-$21.0K
1,156
+0%
减持
XAR
SPDR SER TR
-$21.0K
240
-45%
增持
—
NORDSTROM INC
+$20.0K
4,272
+1%
增持
MO
ALTRIA GROUP INC
+$20.0K
3,732
+0%
减持
IVV
ISHARES TR
-$20.0K
185
-16%
增持
LMT
LOCKHEED MARTIN CORP
+$19.0K
213
+0%
减持
FPE
FIRST TR EXCH TRADED FD III
-$19.0K
3,634
-16%
增持
—
CARNIVAL CORP
+$19.0K
1,047
+947%
建仓
BX
BLACKSTONE INC
+$19.0K
146
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$18.0K
0
-100%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$17.0K
452
-28%
减持
—
ARISTA NETWORKS INC
-$17.0K
179
-39%
减持
SCHD
SCHWAB STRATEGIC TR
-$16.0K
9,895
-0%
减持
TGT
TARGET CORP
-$15.0K
579
-3%
减持
WFC
WELLS FARGO CO NEW
-$15.0K
1,317
-20%
增持
JNJ
JOHNSON & JOHNSON
+$14.0K
1,632
+0%
清仓
—
NUANCE COMMUNICATIONS INC
-$14.0K
0
-100%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$14.0K
8,904
-1%
增持
SCHX
SCHWAB STRATEGIC TR
-$13.0K
5,500
+100%
清仓
ORGO
ORGANOGENESIS HLDGS INC
-$13.0K
0
-100%
增持
META
META PLATFORMS INC
+$13.0K
643
+64%
建仓
PLUG
PLUG POWER INC
+$12.0K
395
增持
SO
SOUTHERN CO
+$12.0K
1,278
+9%
增持
GILD
GILEAD SCIENCES INC
-$12.0K
963
+0%
增持
DGRO
ISHARES TR
+$12.0K
1,215
+28%
增持
HRL
HORMEL FOODS CORP
+$11.0K
3,553
+0%
增持
MDIV
FIRST TR EXCHANGE-TRADED FD
+$11.0K
2,639
+30%
增持
MRK
MERCK & CO INC
+$11.0K
1,797
+0%
建仓
QQQ
INVESCO QQQ TR
+$11.0K
30
减持
MCD
MCDONALDS CORP
-$10.0K
500
-1%
减持
PEP
PEPSICO INC
-$10.0K
1,942
-0%
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$9.0K
260
-2%
减持
ETW
EATON VANCE TAX-MANAGED GLOB
-$9.0K
1,488
-31%
减持
VPU
VANGUARD WORLD FDS
-$9.0K
525
-13%
减持
KO
COCA COLA CO
+$9.0K
2,968
-0%
增持
KARS
KRANESHARES TR
-$8.0K
1,387
+3%
增持
OKE
ONEOK INC NEW
+$8.0K
621
+1%
建仓
—
SPOTIFY TECHNOLOGY S A
+$8.0K
54
减持
AIVL
WISDOMTREE TR
-$7.0K
1,970
-3%
增持
YYY
AMPLIFY ETF TR
+$7.0K
2,111
+40%
减持
PRU
PRUDENTIAL FINL INC
-$7.0K
75
-50%
增持
RIVN
RIVIAN AUTOMOTIVE INC
+$6.0K
255
+292%
减持
PPA
INVESCO EXCHANGE TRADED FD T
-$6.0K
1,626
-12%
增持
DUK
DUKE ENERGY CORP NEW
+$6.0K
746
+0%
减持
UNP
UNION PAC CORP
-$6.0K
775
-11%
减持
HYS
PIMCO ETF TR
-$6.0K
390
-11%
减持
VNQ
VANGUARD INDEX FDS
-$6.0K
586
-2%
增持
WY
WEYERHAEUSER CO MTN BE
-$6.0K
2,140
+0%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$6.0K
1,344
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$5.0K
3,369
-1%
减持
DDWM
WISDOMTREE TR
-$5.0K
1,178
-12%
减持
FDD
FIRST TR STOXX EUROPEAN SELE
-$5.0K
2,289
-9%
增持
T
AT&T INC
-$4.0K
6,707
+1%
减持
SQ
BLOCK INC
-$4.0K
40
-38%
增持
DINT
DAVIS FUNDAMENTAL ETF TR
+$4.0K
1,795
+26%
减持
EEM
ISHARES TR
-$4.0K
223
-24%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$4.0K
1,536
+0%
减持
NSC
NORFOLK SOUTHN CORP
-$4.0K
235
-2%
清仓
LOPE
GRAND CANYON ED INC
-$4.0K
0
-100%
增持
MMM
3M CO
+$4.0K
193
+35%
