小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 37
增持 66
减持 39
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$1.9M
208,649
-13%
减持
MSFT
MICROSOFT CORP
-$1.3M
141,785
-0%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$1.0M
29,310
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。
-37%
建仓
UCON
FIRST TR EXCHNG TRADED FD VI
+$1.0M
40,929
减持
SBUX
STARBUCKS CORP
-$984.1K
57,771
-10%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$768.7K
20,001
+0%
减持
AAPL
APPLE INC
+$753.1K
56,914
-2%
减持
AMZN
AMAZON COM INC
+$747.8K
23,200
-0%
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$527.0K
228,716
-0%
增持
JIRE
JP MORGAN EXCHANGE TRADED F
-$435.6K
68,549
+2%
清仓
—
LAM RESEARCH CORP
-$407.2K
0
-100%
减持
LMBS
FIRST TR EXCHANGE- TRADED FD
-$390.5K
163,173
-3%
建仓
LRCX
LAM RESEARCH CORP
+$360.4K
4,990
增持
AMGN
AMGEN INC
-$305.8K
5,076
+0%
增持
COST
COSTCO WHSL CORP NEW
+$267.2K
6,943
+1%
增持
LLY
ELI LILLY & CO
+$260.5K
567
+184%
减持
TSLA
TESLA INC
+$247.3K
2,438
-13%
减持
VGT
VANGUARD WORLD FDS
+$216.1K
6,386
-0%
增持
SCHG
SCHWAB STRATEGIC TR
+$168.0K
20,825
+426%
增持
JPM
JPMORGAN CHASE & CO
+$156.0K
5,397
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$150.4K
1,273
+37%
增持
VCR
VANGUARD WORLD FDS
+$128.3K
3,658
+0%
减持
PG
PROCTER AND GAMBLE CO
-$112.7K
2,446
-19%
减持
VHT
VANGUARD WORLD FDS
-$110.0K
3,797
-0%
增持
V
VISA INC
+$101.4K
2,325
+1%
增持
FNX
FIRST TR MID CAP CORE ALPHAD
-$97.8K
70,732
+0%
建仓
IUSB
ISHARES TR
+$94.1K
2,082
增持
JEPQ
JP MORGAN EXCHANGE TRADED F
+$87.7K
39,831
+1%
增持
NVDA
NVIDIA CORPORATION
+$77.3K
5,770
+0%
增持
INTC
INTEL CORP
-$72.2K
21,248
+0%
清仓
DFSI
DIMENSIONAL ETF TRUST
-$71.5K
0
-100%
增持
IVV
ISHARES TR
+$71.1K
302
+63%
减持
QCOM
QUALCOMM INC
-$64.3K
1,065
-21%
增持
FNDA
SCHWAB STRATEGIC TR
+$59.0K
5,693
+208%
增持
JEPI
JP MORGAN EXCHANGE TRADED F
-$58.9K
53,553
+2%
清仓
DISV
DIMENSIONAL ETF TRUST
-$58.1K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$55.8K
32,970
+230%
增持
DINT
DAVIS FUNDAMENTAL ETF TR
-$55.7K
27,895
+1%
减持
SCHO
SCHWAB STRATEGIC TR
-$53.9K
2,114
-1%
清仓
MFC
MANULIFE FINL CORP
-$50.1K
0
-100%
减持
JPUS
JP MORGAN EXCHANGE TRADED F
-$49.5K
5,440
-3%
建仓
IJR
ISHARES TR
+$46.1K
400
建仓
SPYD
SPDR SER TR
+$41.6K
961
建仓
IVW
ISHARES TR
+$41.5K
409
增持
IWR
ISHARES TR
+$40.1K
1,954
+30%
增持
SCHX
SCHWAB STRATEGIC TR
+$38.9K
17,786
+223%
增持
FNDX
SCHWAB STRATEGIC TR
+$38.5K
2,368
+870%
增持
SPY
SPDR S&P 500 ETF TR
+$35.0K
1,845
+1%
减持
CSCO
CISCO SYS INC
+$34.8K
11,271
-5%
建仓
AVGO
BROADCOM INC
+$32.7K
141
增持
BAC
BANK AMERICA CORP
+$32.4K
7,569
+0%
增持
TOTL
SSGA ACTIVE ETF TR
+$32.0K
2,657
+51%
建仓
DYNF
BLACKROCK ETF TRUST
+$31.8K
620
增持
WRB
BERKLEY W R CORP
+$31.4K
13,637
+1%
减持
JPIN
JP MORGAN EXCHANGE TRADED F
-$30.6K
4,280
-1%
减持
OKE
ONEOK INC NEW
-$29.4K
384
-48%
增持
QUAL
ISHARES TR
+$29.2K
302
+120%
增持
KO
COCA COLA CO
-$28.4K
3,092
+1%
建仓
NCDL
NUVEEN CHURCHILL DIRECT LEND
+$27.9K
1,661
减持
QLV
FLEXSHARES TR
-$26.8K
3,596
-8%
增持
FNDB
SCHWAB STRATEGIC TR
-$25.2K
31,056
+192%
清仓
DFSE
DIMENSIONAL ETF TRUST
-$24.4K
0
-100%
增持
IWS
ISHARES TR
+$24.3K
392
+96%
减持
EXPD
EXPEDITORS INTL WASH INC
-$23.6K
285
-32%
建仓
MBB
ISHARES TR
+$23.2K
253
增持
PCAR
PACCAR INC
+$22.4K
3,155
+2%
增持
JNJ
JOHNSON & JOHNSON
-$21.7K
1,551
+2%
增持
FNDF
SCHWAB STRATEGIC TR
+$21.6K
696
+1482%
增持
VOO
VANGARD INDEX FDS
+$20.3K
162
+28%
增持
IYF
ISHARES TR
+$20.1K
2,976
+0%
减持
PFF
ISHARES TR
-$20.0K
200
-75%
减持
PSA
PUBLIC STORAGE OPER CO
-$19.1K
252
-3%
减持
PTH
INVESCO EXCHANGE TRADED FD T
-$19.1K
1,212
-17%
增持
PWRD
TCW ETF TRUST
-$19.0K
20,918
+1%
增持
HD
HOME DEPOT INC
-$18.3K
1,569
+1%
增持
SCHA
SCHWAB STRATEGIC TR
+$17.3K
964
+551%
建仓
IVE
ISHARES TR
+$16.4K
86
增持
CI
THE CIGNA GROUP
-$15.6K
305
+6%
减持
BA
BOEING CO
+$15.3K
1,005
-6%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$14.9K
0
-100%
增持
TIP
ISHARES TR
+$14.5K
167
+109%
增持
GIS
GENERAL MLS INC
-$14.5K
2,008
+4%
建仓
BIDU
BAIDU INC
+$14.3K
170
减持
T
AT&T INC
-$13.9K
2,171
-25%
增持
DVY
ISHARES TR
-$12.9K
3,622
+0%
增持
WY
WEYERHAEUSER CO MTN BE
-$11.9K
2,101
+0%
减持
UPS
UNITED PARCEL SERVICE INC
-$11.8K
1,051
-1%
建仓
BINC
BLACKROCK ETF TRUST II
+$11.5K
221
建仓
IGE
ISHARES TR
+$11.4K
266
增持
GILD
GILEAD SCIENCES INC
+$11.2K
671
+11%
增持
IYW
ISHARES TR
+$10.8K
82
+447%
建仓
SCZ
ISHARES TR
+$10.8K
177
清仓
QQQ
INVESCO QQQ TR
-$10.7K
0
-100%
建仓
SGOL
ETFS GOLD TR
+$10.5K
419
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$10.0K
128,731
-0%
增持
HSY
HERSHEY CO
-$9.9K
451
+0%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$9.9K
6,404
-6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$9.6K
50
-80%
增持
O
REALTY INCOME CORP
-$9.2K
932
+0%
增持
CL
COLGATE PALMOLIVE CO
-$8.9K
701
+0%
建仓
IWP
ISHARES TR
+$8.9K
31
建仓
IWO
ISHARES TR
+$8.9K
31
建仓
EMB
ISHARES TR
+$8.9K
100
减持
CVS
CVS HEALTH CORP
-$8.9K
100
-53%
减持
IYE
ISHARES TR
-$8.9K
2,170
-7%
建仓
ALL
ALLSTATE CORP
+$8.7K
45
增持
LMT
LOCKHEED MARTIN CORP
-$8.6K
150
+8%
建仓
BNY
BANK NEW YORK MELLON CORP
+$8.3K
108
建仓
—
MANAGED PORTFOLIO SERIES
+$8.2K
240
增持
FVD
FIRST TR VALUE LINE DIVID IN
-$8.1K
11,213
+3%
增持
SO
SOUTHERN CO
-$8.0K
1,056
+0%
增持
FXG
FIRST TR EXCHANGE TRADED FD
-$7.9K
1,890
+0%
建仓
WMT
WALMART INC
+$7.9K
87
建仓
PHO
INVESCO EXCHANGE TRADED FD T
+$7.3K
111
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$7.2K
1,551
-13%
减持
DIS
DISNEY WALT CO
-$7.2K
1,208
-18%
减持
YYY
AMPLIFY ETF TR
-$7.1K
978
-34%
建仓
TLT
ISHARES TR
+$7.1K
81
建仓
TRV
TRAVELERS COMPANIES INC
+$7.0K
29
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$7.0K
4,867
-11%
建仓
IWN
ISHARES TR
+$6.9K
42
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$6.8K
282
+37%
增持
ABT
ABBOTT LABS
-$6.7K
13,475
+0%
建仓
NI
NISOURCE INC
+$6.7K
183
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$6.1K
729
-12%
减持
GBTC
GRAYSCALE BITCOIN TR BTC
-$6.1K
29
-80%
建仓
QTUM
ETF SER SOLUTIONS
+$6.1K
75
建仓
SCI
SERVICE CORP INTL
+$5.9K
74
建仓
WM
WASTE MGMT INC DEL
+$5.9K
29
增持
—
ARCH CAP GROUP LTD
+$5.8K
97
+246%
建仓
GD
GENERAL DYNAMICS CORP
+$5.8K
22
建仓
TJX
TJX COS INC NEW
+$5.6K
46
增持
VPU
VANGUARD WORLD FDS
-$5.4K
526
+0%
增持
DGRO
ISHARES TR
+$5.2K
850
+13%
建仓
EVRG
EVERGY INC
+$5.0K
82
增持
MO
ALTRIA GROUP INC
+$4.9K
3,649
+0%
增持
HRL
HORMEL FOODS CORP
+$4.9K
2,929
+7%
建仓
TROW
PRICE T ROWE GROUP INC
+$4.9K
43
增持
—
ACCENTURE PLC IRELAND
+$4.8K
276
+6%
清仓
BP
BP PLC
-$4.7K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$4.6K
630
+5%
减持
PTF
INVESCO EXCHANGE TRADED FD T
-$4.5K
2,103
-15%
增持
RQI
COHEN & STEERS QUALITY INCOM
-$4.5K
2,399
+0%
建仓
ED
CONSOLIDATED EDISON INC
+$4.5K
50
增持
VUG
VANGUARD INDEX FDS
+$4.5K
165
+1%
减持
DEO
DIAGEO PLC
-$4.4K
141
-11%
建仓
—
MEDTRONIC PLC
+$4.4K
55
增持
MRK
MERCK & CO INC
-$4.3K
672
+7%
增持
UTF
COHEN & STEERS INFRASTRUCTUR
-$4.3K
2,318
+1%
增持
DUK
DUKE ENERGY CORP NEW
-$4.2K
577
+0%
