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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 137 项
建仓 12
增持 45
减持 52
清仓 28
方向
标的
Δ市值
现股数(环比)
清仓
UPS
UNITED PARCEL SERVICE INC
-$1.3M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$1.1M
20,407
+7%
建仓
DBND
DOUBLELINE ETF TRUST
+$935.7K
20,661
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
TOTL
SSGA ACTIVE ETF TR
-$925.1K
7,771
-74%
减持
COWZ
PACER FDS TR
-$891.8K
118,428
-10%
增持
QQQ
INVESCO QQQ TR
+$873.5K
11,828
+12%
减持
QGRO
AMERICAN CENTY ETF TR
-$784.7K
5,773
-61%
减持
VNLA
JANUS DETROIT STR TR
-$734.0K
6,061
-71%
减持
MINT
PIMCO ETF TR
-$700.2K
3,592
-66%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$699.1K
13,993
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$691.2K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$665.4K
5,442
+169%
建仓
AIRR
FIRST TR EXCHANGE-TRADED FD
+$664.9K
8,630
建仓
GOCT
FIRST TR EXCHNG TRADED FD VI
+$661.4K
18,903
减持
CALF
PACER FDS TR
-$658.3K
32,077
-28%
减持
NVDA
NVIDIA CORPORATION
-$597.8K
10,860
-36%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$570.4K
45,196
-13%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$556.6K
15,217
+119%
清仓
EEM
ISHARES TR
-$522.4K
0
-100%
减持
AAPL
APPLE INC
-$517.0K
17,616
-17%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$509.0K
29,761
-7%
清仓
IMCG
ISHARES TR
-$498.3K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$483.3K
319
-64%
清仓
OVT
LISTED FD TR
-$467.9K
0
-100%
减持
HD
HOME DEPOT INC
-$463.2K
5,708
-14%
清仓
—
PROSHARES TR
-$460.1K
0
-100%
清仓
—
ARISTA NETWORKS INC
-$455.2K
0
-100%
清仓
JSML
JANUS DETROIT STR TR
-$417.6K
0
-100%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$410.4K
139,980
+2%
清仓
INDA
ISHARES TR
-$395.8K
0
-100%
清仓
LLY
ELI LILLY & CO
-$378.6K
0
-100%
增持
VTES
VANGUARD WELLINGTON FD
+$359.5K
8,226
+79%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$357.5K
0
-100%
增持
JAAA
JANUS DETROIT STR TR
+$351.0K
82,240
+10%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$346.1K
27,197
-20%
减持
AMZN
AMAZON COM INC
-$338.6K
4,109
-38%
减持
IGSB
ISHARES TR
-$336.2K
5,170
-55%
增持
IVE
ISHARES TR
+$327.5K
3,733
+91%
清仓
TFLO
ISHARES TR
-$325.3K
0
-100%
减持
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$318.4K
5,695
-31%
建仓
GSEP
FIRST TR EXCHNG TRADED FD VI
+$317.5K
9,061
清仓
ECOW
PACER FDS TR
-$305.9K
0
-100%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$305.0K
21,845
-11%
清仓
NFLX
NETFLIX INC
-$297.2K
0
-100%
清仓
ICOW
PACER FDS TR
-$284.1K
0
-100%
清仓
QINT
AMERICAN CENTY ETF TR
-$283.6K
0
-100%
建仓
FMF
FIRST TR EXCHANGE-TRADED FD
+$281.1K
5,908
清仓
JUNM
FIRST TR EXCHNG TRADED FD VI
-$275.7K
0
-100%
减持
META
META PLATFORMS INC
-$274.8K
1,254
-29%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$274.1K
36,033
+15%
清仓
EZM
WISDOMTREE TR
-$273.5K
0
-100%
减持
FGD
FIRST TR EXCHANGE TRADED FD
-$271.9K
13,634
-42%
清仓
CRM
SALESFORCE INC
-$271.2K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$271.2K
0
-100%
清仓
TLT
ISHARES TR
-$267.9K
0
-100%
清仓
INTU
INTUIT
-$264.5K
0
-100%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$259.6K
40,576
+11%
建仓
ANET
ARISTA NETWORKS INC
+$253.3K
2,292
减持
FAAR
FIRST TR EXCHANGE TRAD FD VI
-$252.4K
17,201
-35%
减持
IXUS
ISHARES TR
-$245.0K
26,922
-3%
减持
FCTR
FIRST TR EXCHANGE-TRADED FD
-$244.1K
6,327
-57%
清仓
PAMC
PACER FDS TR
-$241.6K
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$239.6K
2,797
增持
VTEB
VANGUARD MUN BD FDS
+$235.0K
13,305
+57%
建仓
AVGO
BROADCOM INC
+$233.8K
1,008
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$233.0K
10,837
-60%
建仓
LGOV
FIRST TR EXCHANGE-TRADED FD
+$231.8K
11,125
减持
GOOGL
ALPHABET INC
-$229.7K
1,848
-47%
建仓
FDT
FIRST TR EXCH TRD ALPHDX FD
+$226.9K
4,196
清仓
ADBE
ADOBE INC
-$224.2K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$222.4K
379,264
+216%
清仓
CTAS
CINTAS CORP
-$221.5K
0
-100%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$220.3K
11,856
+19%
增持
VUSB
VANGUARD BD INDEX FDS
+$208.8K
11,535
+58%
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$208.7K
5,655
+100%
清仓
COHR
COHERENT CORP
-$208.0K
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$206.5K
0
-100%
建仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$203.4K
1,471
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$201.5K
0
-100%
减持
—
EXXON MOBIL CORP
-$199.7K
3,650
-28%
减持
FDD
FIRST TR STOXX EUROPEAN SELE
-$195.4K
56,134
-15%
增持
FID
FIRST TR EXCHANGE-TRADED FD
+$194.2K
86,434
+25%
减持
CION
CION INVT CORP
-$194.1K
34,616
-30%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$186.0K
15,284
+47%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$175.5K
68,341
+9%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$174.5K
50,663
+4%
增持
IVV
ISHARES TR
+$165.2K
11,065
+1%
减持
TBIL
RBB FD INC
-$139.0K
22,435
-11%
减持
MSFT
MICROSOFT CORP
-$133.5K
4,757
-4%
减持
V
VISA INC
-$123.8K
2,022
-27%
减持
TFC
TRUIST FINL CORP
-$122.1K
56,294
-6%
减持
KO
COCA COLA CO
-$120.8K
10,632
-2%
增持
IWF
ISHARES TR
+$115.7K
3,800
+1%
增持
IJH
ISHARES TR
+$114.1K
147,489
+1%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$112.5K
1,705
+20%
增持
DIVO
AMPLIFY ETF TR
+$109.3K
86,394
+5%
减持
FMAR
FIRST TR EXCHNG TRADED FD VI
-$109.3K
4,750
-36%
减持
GOOG
ALPHABET INC
-$102.5K
2,679
-27%
减持
JNJ
JOHNSON & JOHNSON
-$98.9K
2,458
-12%
减持
FDEC
FIRST TR EXCHNG TRADED FD VI
-$98.9K
16,640
-13%
增持
JPM
JPMORGAN CHASE & CO.
+$98.7K
2,225
+8%
减持
GLD
SPDR GOLD TR
-$94.8K
18,274
-2%
减持
VOO
VANGUARD INDEX FDS
-$93.2K
3,524
-7%
增持
SO
SOUTHERN CO
+$83.5K
9,654
+22%
增持
CSCO
CISCO SYS INC
+$75.6K
12,639
+0%
增持
PANW
PALO ALTO NETWORKS INC
-$73.1K
1,860
+54%
增持
NOBL
PROSHARES TR
-$69.9K
9,894
+0%
减持
O
REALTY INCOME CORP
-$69.8K
4,758
-7%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$67.8K
2,217
+6%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$61.9K
80,471
+1%
减持
MRK
MERCK & CO INC
-$56.4K
2,795
-5%
增持
FTHY
FIRST TR HIGH YIELD OPPRT 20
+$54.5K
54,903
+12%
增持
UNH
UNITEDHEALTH GROUP INC
-$53.3K
810
+2%
减持
URI
UNITED RENTALS INC
-$52.5K
337
-6%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$51.9K
3,652
-15%
减持
GPN
GLOBAL PMTS INC
+$51.6K
5,512
-0%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$47.7K
164,543
+5%
减持
PECO
PHILLIPS EDISON & CO INC
-$40.3K
17,490
-5%
增持
LOW
LOWES COS INC
+$38.1K
985
+30%
减持
GFEB
FIRST TR EXCHNG TRADED FD VI
-$34.5K
10,790
-10%
减持
IJJ
ISHARES TR
-$32.6K
11,553
-3%
减持
FTHI
FIRST TR EXCHANGE-TRADED FD
-$32.4K
14,362
-10%
减持
IJR
ISHARES TR
-$30.2K
10,179
-1%
增持
PEP
PEPSICO INC
-$27.3K
2,735
+5%
减持
BIL
SPDR SER TR
-$25.3K
3,433
-7%
减持
—
CREATIVE MEDIA & CMNTY TR
-$25.0K
39,054
-43%
增持
SCHM
SCHWAB STRATEGIC TR
+$23.3K
33,175
+208%
增持
—
CHUBB LIMITED
+$23.2K
921
+15%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$18.2K
20,313
+4%
减持
CVX
CHEVRON CORP NEW
-$18.2K
1,720
-5%
增持
MCD
MCDONALDS CORP
-$16.0K
1,737
+2%
增持
IWD
ISHARES TR
-$8.3K
5,357
+2%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$7.8K
181,241
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$6.4K
1,641
+1%
增持
FTQI
FIRST TR EXCHANGE-TRADED FD
+$3.4K
10,033
+0%
增持
COP
CONOCOPHILLIPS
+$2.3K
4,568
+7%
减持
BAC
BANK AMERICA CORP
+$1.5K
9,389
-9%
