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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 19
增持 53
减持 63
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
+$6.9M
149,205
-2%
增持
JPUS
JP MORGAN EXCHANGE TRADED F
+$5.3M
55,012
+1%
减持
AAPL
APPLE INC
+$2.1M
62,030
-2%
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
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.0M
55,649
+44%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$782.0K
343,447
+5%
减持
AMZN
AMAZON COM INC
+$417.6K
20,566
-0%
减持
SBUX
STARBUCKS CORP
+$375.2K
74,157
-1%
减持
AMGN
AMGEN INC
-$309.7K
5,055
-14%
减持
LMBS
FIRST TR EXCHANGE- TRADED FD
-$298.5K
122,826
-6%
减持
TSLA
TESLA INC
+$282.5K
3,291
-0%
减持
COST
COSTCO WHSL CORP NEW
+$264.8K
7,236
-2%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$248.7K
84,602
+4%
增持
JPIN
JP MORGAN EXCHANGE TRADED F
+$238.3K
49,640
+4%
增持
QLV
FLEXSHARES TR
+$222.4K
83,339
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$181.2K
8,952
-20%
增持
FNX
FIRST TR MID CAP CORE ALPHAD
+$170.7K
50,277
+0%
增持
GOOGL
ALPHABET INC
+$161.4K
9,655
+0%
减持
INTC
INTEL CORP
+$149.6K
23,729
-0%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$144.5K
510
-74%
增持
BABA
ALIBABA GROUP HLDG LTD
+$134.5K
3,205
+45%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$126.7K
2,489
-1%
减持
MRK
MERCK & CO INC
-$112.7K
614
-62%
增持
ABT
ABBOTT LABS
-$103.7K
13,419
+0%
减持
CSCO
CISCO SYS INC
+$103.3K
25,681
-2%
建仓
—
ETF SER SOLUTIONS
+$101.7K
4,308
减持
COR
AMERISOURCEBERGEN CORP
-$80.4K
166
-74%
减持
GSBD
GOLDMAN SACHS BDC INC
-$80.1K
3,000
-66%
减持
LLY
LILLY ELI & CO
-$76.7K
200
-50%
减持
CVX
CHEVRON CORP NEW
-$72.6K
1,268
-19%
增持
NVDA
NVIDIA CORPORATION
+$68.2K
494
+3%
减持
HSY
HERSHEY CO
-$58.1K
450
-40%
增持
SPY
SPDR S&P 500 ETF TR
+$52.3K
1,366
+2%
清仓
CACI
CACI INTL INC
-$50.3K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$48.5K
0
-100%
减持
DVY
ISHARES TR
-$46.2K
3,711
-7%
清仓
ROL
ROLLINS INC
-$45.9K
0
-100%
建仓
—
LINDE PLC
+$42.3K
119
清仓
MCK
MCKESSON CORP
-$40.3K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$39.3K
135
-37%
清仓
—
LINDE PLC
-$38.7K
0
-100%
减持
MAS
MASCO CORP
-$37.8K
1,443
-39%
增持
BAC
BK OF AMERICA CORP
-$36.4K
8,363
+0%
增持
JNJ
JOHNSON & JOHNSON
-$33.6K
1,641
+0%
减持
CVS
CVS HEALTH CORP
-$33.5K
802
-20%
清仓
TRV
TRAVELERS COMPANIES INC
-$33.4K
0
-100%
增持
PFE
PFIZER INC
-$32.1K
3,208
+0%
减持
SCHD
SCHWAB STRATEGIC TR
-$31.4K
9,744
-2%
减持
BA
BOEING CO
+$30.2K
1,418
-1%
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$29.2K
4,551
-7%
增持
VHT
VANGUARD WORLD FDS
-$28.7K
3,826
+0%
减持
PTH
INVESCO EXCHANGE TRADED FD T
-$28.4K
484
-29%
增持
HD
HOME DEPOT INC
-$28.4K
1,544
+0%
增持
COLB
COLUMBIA BKG SYS INC
-$27.2K
3,361
+2%
增持
PCAR
PACCAR INC
-$25.1K
3,094
+21%
减持
JPM
JPMORGAN CHASE & CO
-$25.0K
5,504
-1%
减持
QCOM
QUALCOMM INC
+$20.2K
1,534
-5%
减持
GS
GOLDMAN SACHS GROUP INC
-$19.5K
175
-22%
减持
DUK
DUKE ENERGY CORP NEW
-$19.1K
595
-21%
减持
VTI
VANGUARD INDEX FDS
+$19.1K
2,252
-3%
建仓
BHP
BHP GROUP LTD
+$18.8K
297
减持
PTF
INVESCO EXCHANGE TRADED FD T
-$17.0K
826
-26%
减持
PFI
INVESCO EXCHANGE TRADED FD T
-$14.5K
1,472
-19%
减持
CTVA
CORTEVA INC
-$14.2K
25
-91%
增持
HRL
HORMEL FOODS CORP
-$13.7K
3,377
+3%
增持
DINT
DAVIS FUNDAMENTAL ETF TR
+$12.9K
6,091
+9%
建仓
IAT
ISHARES TR
+$12.5K
350
建仓
FITB
FIFTH THIRD BANCORP
+$11.5K
433
建仓
FG
F&G ANNUITIES & LIFE INC
+$10.9K
600
减持
UTF
COHEN & STEERS INFRASTRUCTUR
-$10.6K
2,643
-16%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$10.1K
110
减持
PGX
INVESCO EXCH TRADED FD TR II
-$10.1K
7,165
-13%
建仓
HLN
HALEON PLC
+$9.5K
1,165
减持
XLU
SELECT SECTOR SPDR TR
-$9.4K
280
-31%
减持
EFA
ISHARES TR
-$9.3K
147
-51%
减持
PID
INVESCO EXCHANGE TRADED FD T
-$8.8K
1,690
-28%
增持
KO
COCA COLA CO
+$8.7K
3,186
+7%
增持
SCHW
SCHWAB CHARLES CORP
-$8.6K
284
+0%
减持
FPE
FIRST TR EXCH TRADED FD III
-$8.5K
2,759
-12%
减持
AIVL
WISDOMTREE TR
-$8.4K
1,431
-7%
减持
PEZ
INVESCO EXCHANGE TRADED FD T
-$8.3K
369
-30%
增持
USB
US BANCORP DEL
-$8.3K
1,145
+0%
增持
PM
PHILIP MORRIS INTL INC
-$7.6K
2,303
+0%
减持
PRN
INVESCO EXCHANGE TRADED FD T
-$7.4K
746
-18%
增持
RIVN
RIVIAN AUTOMOTIVE INC
+$7.1K
755
+196%
减持
WBD
WARNER BROS DISCOVERY INC
+$7.1K
1,237
-0%
减持
EEM
ISHARES TR
-$6.7K
43
-81%
增持
IYE
ISHARES TR
-$6.7K
2,718
+0%
增持
IWM
ISHARES TR
+$6.1K
256
+12%
减持
PSL
INVESCO EXCHANGE TRADED FD T
-$5.9K
580
-15%
增持
PEP
PEPSICO INC
+$5.8K
1,950
+0%
减持
PXI
INVESCO EXCHANGE TRADED FD T
-$5.6K
144
-45%
清仓
ABNB
AIRBNB INC
-$5.3K
0
-100%
减持
BLOK
AMPLIFY ETF TR
-$5.2K
108
-78%
减持
UPS
UNITED PARCEL SERVICE INC
-$5.0K
1,768
-12%
增持
WFC
WELLS FARGO CO NEW
-$4.8K
1,327
+0%
减持
T
AT&T INC
+$4.4K
4,843
-0%
减持
SLV
ISHARES SILVER TR
-$4.3K
663
-23%
减持
ORCL
ORACLE CORP
+$4.3K
1,756
-10%
增持
KARS
KRANESHARES TR
+$4.0K
1,394
+1%
增持
GIS
GENERAL MLS INC
+$4.0K
1,912
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.7K
1,107
+0%
减持
RQI
COHEN & STEERS QUALITY INCOM
-$3.2K
2,390
-14%
清仓
—
CHAMPIONX CORPORATION
-$3.2K
0
-100%
减持
LIT
GLOBAL X FDS
-$3.1K
1,051
-12%
增持
FAST
FASTENAL CO
+$3.1K
426
+0%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$2.8K
1,368
+0%
增持
MO
ALTRIA GROUP INC
-$2.8K
3,771
+0%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$2.6K
522
+0%
减持
FXI
ISHARES TR
-$2.6K
210
-32%
减持
ROBO
EXCHANGE TRADED CONCEPTS TR
+$2.5K
501
-7%
减持
PUI
INVESCO EXCHANGE TRADED FD T
-$2.3K
715
-7%
增持
SPHD
INVESCO EXCH TRADED FD TR II
-$2.0K
1,545
+0%
增持
PG
PROCTER AND GAMBLE CO
+$1.9K
3,012
+2%
建仓
C
CITIGROUP INC
+$1.9K
40
减持
MBC
MASTERBRAND INC
-$1.9K
750
-30%
清仓
—
UMPQUA HLDGS CORP
-$1.8K
0
-100%
增持
WM
WASTE MGMT INC DEL
+$1.7K
20
+100%
增持
GILD
GILEAD SCIENCES INC
-$1.7K
979
+0%
增持
—
REVANCE THERAPEUTICS INC
+$1.6K
93
+22%
清仓
CLF
CLEVELAND-CLIFFS INC NEW
-$1.6K
0
-100%
建仓
GTLB
GITLAB INC
+$1.5K
44
建仓
HIMS
HIMS & HERS HEALTH INC
+$1.4K
146
增持
SO
SOUTHERN CO
-$1.4K
1,291
+0%
减持
KYN
KAYNE ANDERSON ENERGY INFRST
-$1.4K
502
-25%
清仓
—
PROTERRA INC
-$1.4K
0
-100%
建仓
NEO
NEOGENOMICS INC
+$1.4K
80
建仓
NRDY
NERDY INC
+$1.4K
331
增持
ALGT
ALLEGIANT TRAVEL CO
+$1.4K
37
+23%
增持
VNT
VONTIER CORPORATION
+$1.4K
119
+20%
建仓
STM
STMICROELECTRONICS NV
+$1.3K
25
清仓
—
DAY ONE BIOPHARMACEUTICALS I
-$1.3K
0
-100%
建仓
GM
GENERAL MTRS CO
+$1.3K
35
增持
BUG
GLOBAL X FDS
+$1.3K
397
+2%
清仓
RUN
SUNRUN INC
-$1.2K
0
-100%
增持
WELL
WELLTOWER INC
+$1.2K
162
+1%
增持
CERT
CERTARA INC
+$1.2K
101
+28%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$1.2K
357
+5%
建仓
MSCI
MSCI INC
+$1.1K
2
减持
BOTZ
GLOBAL X FDS
+$1.1K
501
-12%
增持
FLYW
FLYWIRE CORPORATION
+$1.1K
131
+16%
减持
—
ETF MANAGERS TR
-$1.1K
364
-36%
增持
WY
WEYERHAEUSER CO MTN BE
-$1.1K
2,073
+0%
建仓
SLAB
SILICON LABORATORIES INC
+$1.1K
6
清仓
VRSK
VERISK ANALYTICS INC
-$1.0K
0
-100%
清仓
VTRS
VIATRIS INC
-$1.0K
0
-100%
增持
HNDL
STRATEGY SHS
+$1.0K
1,120
+1%
减持
CRM
SALESFORCE INC
-$1.0K
90
-38%
增持
TOTL
SSGA ACTIVE ETF TR
+$1.0K
390
+4%
建仓
H
HYATT HOTELS CORP
+$1.0K
9
建仓
LAW
CS DISCO INC
+$1.0K
151
