小隐寺数据中心API 小隐寺主站

BlueChip Wealth Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

BlueChip Wealth Advisors LLC

报告期 2026-03-31 · CIK 0002015578

持仓数

147

前50大市值合计

$187.3M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VUSB VANGUARD BD INDEX FDS

VANGUARD ULTRA

$14.7M

295,906

7.9%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$13.7M

21,134

7.3%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$12.5M

408,106

6.7%

IJH ISHARES TR

CORE S&P MCP ETF

$9.4M

138,523

5.0%

FDL FIRST TR EXCHANGE-TRADED FD

SHS

$8.6M

169,708

4.6%

FVD FIRST TR EXCHANGE-TRADED FD

SHS

$8.4M

178,162

4.5%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$7.8M

40,644

4.2%

IVV ISHARES TR

CORE S&P500 ETF

$6.8M

10,341

3.6%

AFL AFLAC INC

COM

$6.4M

58,158

3.4%

QQQ INVESCO QQQ TR

UNIT SER 1

$5.8M

10,090

3.1%

CGGR CAPITAL GROUP GROWTH ETF

SHS CREATION UNI

$5.8M

143,737

3.1%

GLD SPDR GOLD TR

GOLD SHS

$5.6M

13,018

3.0%

CGDG CAPITAL GROUP DIVIDEND GROWE

SHS ETF

$5.1M

143,026

2.7%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$5.1M

74,979

2.7%

CGDV CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI

$4.7M

110,710

2.5%

HD HOME DEPOT INC

COM

$4.5M

13,672

2.4%

TDIV FIRST TR EXCHANGE TRADED FD

NASD TECH DIV

$4.5M

47,913

2.4%

AAPL APPLE INC

COM

$4.2M

16,773

2.2%

VTES VANGUARD WELLINGTON FD

SHORT TRM TAX EX

$4.1M

40,091

2.2%

DBND DOUBLELINE ETF TRUST

OPPORTUNISTIC CO

$3.9M

84,754

2.1%

NVDA NVIDIA CORPORATION

COM

$3.6M

21,013

1.9%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$2.6M

4,668

1.4%

DIVO AMPLIFY ETF TR

CWP ENHANCED DIV

$2.4M

54,477

1.3%

CGCV CAPITAL GROUP CONSERVATIVE E

SHS

$2.4M

78,955

1.3%

FID FIRST TR EXCHANGE TRADED FD

S&P INTL DIVID

$2.3M

111,781

1.3%

IXUS ISHARES TR

CORE MSCI TOTAL

$2.3M

26,922

1.2%

EMLP FIRST TR EXCHANGE-TRADED FD

NO AMER ENERGY

$2.3M

51,883

1.2%

TFC TRUIST FINL CORP

COM

$2.2M

48,780

1.2%

MSFT MICROSOFT CORP

COM

$1.7M

4,684

0.9%

IWF ISHARES TR

RUS 1000 GRW ETF

$1.6M

3,799

0.9%

KNG FIRST TR EXCHANGE-TRADED FD

FT VEST S&P 500

$1.6M

33,192

0.9%

SDVY FIRST TR EXCHANGE TRADED FD

SMID RISNG ETF

$1.4M

35,859

0.8%

COWZ PACER FDS TR

US CASH COWS 100

$1.3M

20,883

0.7%

IJR ISHARES TR

CORE S&P SCP ETF

$1.2M

9,536

0.6%

SO SOUTHERN CO

COM

$1.2M

12,230

0.6%

KO COCA COLA CO

COM

$1.2M

15,219

0.6%

C CITIGROUP INC

COM NEW

$1.1M

10,122

0.6%

IWD ISHARES TR

RUS 1000 VAL ETF

$1.1M

5,350

0.6%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$1.1M

14,666

0.6%

PYLD PIMCO ETF TR

MULTISECTOR BD

$1.1M

40,223

0.6%

FDD FIRST TR EXCHANGE-TRADED FD

COMMON SHS

$1.1M

58,972

0.6%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$1.0M

2,185

0.6%

MFSV MFS ACTIVE EXCHANGE TRADED F

VALUE ETF

$1.0M

38,287

0.5%

MAGS LISTED FDS TR

ROUNDHILL MAGNIF

$1.0M

17,481

0.5%

AMZN AMAZON COM INC

COM

$985.3K

4,731

0.5%

CGIC CAPITAL GROUP INTERNATIONAL

SHS

$980.5K

29,614

0.5%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$960.8K

4,468

0.5%

CGNG CAPITAL GROUP NEW GEOGRAPHY

SHS

$949.1K

30,064

0.5%

CSCO CISCO SYS INC

COM

$922.3K

11,887

0.5%

SCHM SCHWAB STRATEGIC TR

US MID-CAP ETF

$916.8K

29,613

0.5%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

36%前 6 大占比

VUSB7.9%SPY7.3%SCHD6.7%IJH5.0%FDL4.6%FVD4.5%