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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
$187.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 116 项
建仓 18
增持 54
减持 41
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$1.7M
18,985
+12%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.3M
119,948
+6%
增持
COWZ
PACER FDS TR
+$1.3M
131,085
+13%
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
CALF
PACER FDS TR
+$916.9K
44,498
+68%
增持
GLD
SPDR GOLD TR
+$800.6K
18,594
+8%
增持
VOO
VANGUARD INDEX FDS
+$781.6K
3,775
+56%
增持
IJH
ISHARES TR
+$776.8K
145,636
+3%
增持
JAAA
JANUS DETROIT STR TR
+$711.6K
75,067
+23%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$691.2K
100
增持
IVV
ISHARES TR
+$687.0K
11,006
+6%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$628.1K
173,698
-3%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
+$611.5K
156,776
-0%
增持
AAPL
APPLE INC
+$602.1K
21,154
+3%
增持
GJUN
FIRST TR EXCHNG TRADED FD VI
+$553.8K
36,195
+70%
建仓
QJUN
FIRST TR EXCHNG TRADED FD VI
+$521.1K
19,293
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$442.4K
52,123
+10%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$413.0K
137,767
+3%
建仓
PANW
PALO ALTO NETWORKS INC
+$411.5K
1,204
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$400.5K
2,022
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$377.1K
31,951
-2%
减持
HD
HOME DEPOT INC
+$369.5K
6,623
-1%
建仓
FTHI
FIRST TR EXCHANGE-TRADED FD
+$366.6K
15,924
建仓
VUSB
VANGUARD BD INDEX FDS
+$363.5K
7,279
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$357.5K
578
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$349.8K
14,198
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$349.3K
9,997
+57%
增持
CION
CION INVT CORP
+$291.0K
49,473
+101%
建仓
JUNM
FIRST TR EXCHNG TRADED FD VI
+$275.7K
8,774
建仓
TLT
ISHARES TR
+$267.9K
2,731
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$262.5K
24,487
-17%
增持
DJUN
FIRST TR EXCHNG TRADED FD VI
+$256.6K
11,264
+107%
清仓
PG
PROCTER AND GAMBLE CO
-$248.7K
0
-100%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$246.7K
79,331
-2%
建仓
CTAS
CINTAS CORP
+$221.5K
1,076
清仓
SCHX
SCHWAB STRATEGIC TR
-$218.6K
0
-100%
减持
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$213.9K
8,211
-19%
减持
QQQ
INVESCO QQQ TR
-$212.8K
10,599
-6%
建仓
COHR
COHERENT CORP
+$208.0K
2,340
建仓
XLU
SELECT SECTOR SPDR TR
+$206.5K
2,556
建仓
FTQI
FIRST TR EXCHANGE-TRADED FD
+$205.5K
10,032
建仓
LOW
LOWES COS INC
+$205.0K
757
清仓
QCOM
QUALCOMM INC
-$204.2K
0
-100%
建仓
IWY
ISHARES TR
+$203.3K
924
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$201.5K
175
减持
TFC
TRUIST FINL CORP
-$190.4K
59,951
-15%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$169.5K
36,413
+0%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$164.3K
62,521
-1%
减持
—
PROSHARES TR
-$161.0K
42,409
-22%
增持
IWD
ISHARES TR
+$154.1K
5,269
+9%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$152.8K
48,562
+0%
增持
AMZN
AMAZON COM INC
+$146.2K
6,655
+18%
减持
DIVO
AMPLIFY ETF TR
+$129.4K
82,250
-2%
增持
IWF
ISHARES TR
+$128.3K
3,757
+7%
增持
FID
FIRST TR EXCHANGE-TRADED FD
+$127.7K
69,077
+0%
增持
GOOGL
ALPHABET INC
+$127.6K
3,494
+41%
增持
JSML
JANUS DETROIT STR TR
+$127.1K
6,386
+30%
增持
META
META PLATFORMS INC
+$123.4K
1,763
+0%
减持
TFLO
ISHARES TR
-$120.7K
6,428
-27%
减持
IJJ
ISHARES TR
+$115.6K
11,945
-0%
增持
VTES
VANGUARD WELLINGTON FD
+$113.9K
4,586
+31%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$113.4K
33,795
-9%
增持
NOBL
PROSHARES TR
+$105.7K
9,880
+0%
增持
QGRO
AMERICAN CENTY ETF TR
+$96.6K
14,938
+2%
增持
JNJ
JOHNSON & JOHNSON
+$94.9K
2,804
+14%
减持
BAC
BANK AMERICA CORP
-$92.6K
10,361
-18%
减持
NUV
NUVEEN MUN VALUE FD INC
-$89.3K
25,445
-31%
增持
UNH
UNITEDHEALTH GROUP INC
+$83.2K
792
+6%
减持
MCD
MCDONALDS CORP
+$78.4K
1,706
-1%
增持
FTHY
FIRST TR HIGH YIELD OPPRT 20
+$78.3K
48,972
+6%
增持
VTEB
VANGUARD MUN BD FDS
+$76.3K
8,451
+19%
减持
GOOG
ALPHABET INC
-$76.3K
3,664
-2%
增持
TOTL
SSGA ACTIVE ETF TR
+$72.8K
29,740
+2%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$67.1K
31,395
-4%
增持
MSFT
MICROSOFT CORP
+$66.9K
4,969
+7%
减持
VNLA
JANUS DETROIT STR TR
-$57.0K
21,013
-6%
减持
CSCO
CISCO SYS INC
+$56.2K
12,638
-3%
增持
INDA
ISHARES TR
+$52.1K
6,763
+10%
减持
NVDA
NVIDIA CORPORATION
-$51.0K
16,932
-1%
减持
O
REALTY INCOME CORP
+$48.9K
5,108
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$46.5K
1,630
-6%
增持
IWP
ISHARES TR
+$45.7K
3,724
+5%
增持
EEM
ISHARES TR
+$44.8K
11,391
+2%
减持
COP
CONOCOPHILLIPS
-$44.1K
4,281
-1%
增持
IMCG
ISHARES TR
+$43.4K
6,829
+2%
减持
SCHM
SCHWAB STRATEGIC TR
+$43.4K
10,781
-2%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$41.4K
6,938
+13%
减持
KO
COCA COLA CO
+$38.6K
10,891
-7%
增持
VTI
VANGUARD INDEX FDS
+$35.8K
1,691
+2%
减持
FCTR
FIRST TR EXCHANGE-TRADED FD
-$34.3K
14,552
-7%
建仓
—
CREATIVE MEDIA & CMNTY TR
+$33.8K
68,801
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$29.2K
27,240
-2%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$28.5K
2,827
-18%
减持
SO
SOUTHERN CO
-$27.5K
7,887
-17%
增持
ISRG
INTUITIVE SURGICAL INC
+$27.4K
552
+1%
增持
ECOW
PACER FDS TR
+$26.3K
13,992
+2%
增持
IGSB
ISHARES TR
+$25.4K
11,461
+2%
减持
COST
COSTCO WHSL CORP NEW
+$23.5K
874
-1%
减持
TBIL
RBB FD INC
-$21.8K
25,133
-2%
增持
QINT
AMERICAN CENTY ETF TR
+$21.6K
5,487
+2%
增持
OVT
LISTED FD TR
+$21.4K
20,501
+2%
增持
NFLX
NETFLIX INC
+$17.8K
419
+1%
增持
CRM
SALESFORCE INC
+$17.7K
991
+1%
增持
—
EXXON MOBIL CORP
+$17.4K
5,053
+1%
增持
ICOW
PACER FDS TR
+$15.6K
8,981
+2%
减持
BIL
SPDR SER TR
-$15.5K
3,694
-4%
增持
PAMC
PACER FDS TR
+$15.3K
5,227
+2%
减持
FDD
FIRST TR STOXX EUROPEAN SELE
+$15.0K
66,394
-4%
增持
CVX
CHEVRON CORP NEW
-$13.4K
1,816
+1%
减持
JPM
JPMORGAN CHASE & CO.
+$10.2K
2,062
-2%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$9.9K
4,287
-12%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$8.6K
19,574
-4%
增持
FAAR
FIRST TR EXCHANGE TRAD FD VI
-$6.1K
26,382
+1%
增持
MINT
PIMCO ETF TR
+$3.5K
10,534
+0%
减持
V
VISA INC
+$2.4K
2,773
-4%
减持
EZM
WISDOMTREE TR
-$843
4,387
-8%
增持
LLY
ELI LILLY & CO
-$160
427
+2%
