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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 119 项
建仓 22
增持 54
减持 37
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VUSB
VANGUARD BD INDEX FDS
+$5.8M
128,607
+1015%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$4.1M
114,009
建仓
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$3.7M
120,927
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
DBND
DOUBLELINE ETF TRUST
+$2.3M
69,033
+234%
减持
JAAA
JANUS DETROIT STR TR
-$1.4M
54,531
-34%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$1.4M
184,086
+12%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$1.2M
204,553
+13%
减持
IJH
ISHARES TR
-$1.1M
138,937
-6%
减持
IJJ
ISHARES TR
-$939.4K
4,215
-64%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$898.6K
24,920
-16%
增持
GLD
SPDR GOLD TR
+$879.1K
18,407
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$837.7K
19,883
-3%
建仓
NEAR
ISHARES U S ETF TR
+$823.9K
16,196
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$798.4K
1
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$713.9K
30,704
+119%
清仓
VTEB
VANGUARD MUN BD FDS
-$667.0K
0
-100%
减持
CALF
PACER FDS TR
-$656.0K
20,151
-37%
增持
DIVO
AMPLIFY ETF TR
+$644.7K
101,592
+18%
减持
AAPL
APPLE INC
-$564.3K
17,319
-2%
增持
TOTL
SSGA ACTIVE ETF TR
+$534.9K
20,874
+169%
增持
QGRO
AMERICAN CENTY ETF TR
+$519.1K
11,686
+102%
增持
VTES
VANGUARD WELLINGTON FD
+$513.9K
13,319
+62%
建仓
FTGS
FIRST TR EXCHANGE-TRADED FD
+$481.7K
16,192
增持
MINT
PIMCO ETF TR
+$473.8K
8,291
+131%
减持
COWZ
PACER FDS TR
-$431.9K
114,260
-4%
增持
VNLA
JANUS DETROIT STR TR
+$430.7K
14,794
+144%
建仓
EEM
ISHARES TR
+$408.0K
9,336
建仓
FTCB
FIRST TR EXCHANGE-TRADED FD
+$396.2K
18,874
建仓
IMCG
ISHARES TR
+$395.6K
5,539
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$386.0K
2,000
增持
FID
FIRST TR EXCHANGE TRADED FD
+$370.1K
103,027
+19%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
+$369.7K
48,272
+19%
建仓
FIIG
FIRST TR EXCHANGE-TRADED FD
+$368.3K
17,748
建仓
QTEC
FIRST TR NASDAQ 100 TECH IND
+$348.3K
2,007
减持
IVE
ISHARES TR
-$339.4K
1,958
-48%
建仓
OVT
LISTED FD TR
+$335.2K
15,191
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$330.2K
86,936
+8%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$328.4K
51,420
+14%
增持
QQQ
INVESCO QQQ TR
-$300.4K
12,255
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$287.2K
1,936
+18%
增持
FDD
FIRST TR STOXX EUROPEAN SELE
+$275.0K
66,831
+19%
建仓
JSML
JANUS DETROIT STR TR
+$266.1K
4,372
减持
TFC
TRUIST FINL CORP
-$259.6K
53,035
-6%
增持
CGGR
CAPITAL GROUP GROWTH ETF
-$255.9K
144,444
+3%
建仓
TSLA
TESLA INC
+$247.2K
954
增持
FAAR
FIRST TR EXCHANGE TRAD FD VI
+$242.8K
25,054
+46%
清仓
XLE
SELECT SECTOR SPDR TR
-$239.6K
0
-100%
建仓
ECOW
PACER FDS TR
+$238.6K
11,685
建仓
XLF
SELECT SECTOR SPDR TR
+$234.8K
4,714
建仓
ICOW
PACER FDS TR
+$233.8K
7,445
增持
IGSB
ISHARES TR
+$229.3K
9,482
+83%
建仓
QINT
AMERICAN CENTY ETF TR
+$221.9K
4,282
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$218.7K
14,537
+23%
清仓
IWY
ISHARES TR
-$217.4K
0
-100%
建仓
EZM
WISDOMTREE TR
+$215.2K
3,610
减持
HD
HOME DEPOT INC
-$210.8K
5,483
-4%
建仓
IGF
ISHARES TR
+$208.9K
3,821
建仓
FTXO
FIRST TR EXCHANGE TRADED FD
+$205.6K
6,764
清仓
FMAR
FIRST TR EXCHNG TRADED FD VI
-$205.5K
0
-100%
清仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$203.4K
0
-100%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$198.6K
53,475
+6%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$193.1K
30,853
+13%
增持
IVV
ISHARES TR
-$191.9K
11,251
+2%
减持
SCHD
SCHWAB STRATEGIC TR
+$190.2K
377,387
-0%
增持
MSFT
MICROSOFT CORP
-$188.2K
4,840
+2%
减持
SCHM
SCHWAB STRATEGIC TR
-$180.1K
28,211
-15%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$173.8K
67,946
-1%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$167.9K
20,832
+37%
增持
FCTR
FIRST TR EXCHANGE-TRADED FD
+$165.6K
12,096
+91%
增持
CION
CION INVT CORP
+$137.0K
51,366
+48%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$127.2K
16,700
+50%
增持
VTI
VANGUARD INDEX FDS
+$121.7K
2,226
+32%
增持
NVDA
NVIDIA CORPORATION
+$118.2K
14,547
+34%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$114.2K
19,324
+36%
减持
AIRR
FIRST TR EXCHANGE TRADED FD
-$114.1K
8,075
-6%
增持
FDT
FIRST TR EXCH TRD ALPHDX FD
+$108.8K
5,763
+37%
增持
SO
SOUTHERN CO
+$104.5K
9,779
+1%
增持
FTQI
FIRST TR EXCHANGE TRADED FD
+$101.7K
16,479
+64%
减持
KO
COCA COLA CO
+$97.0K
10,597
-0%
增持
FTHI
FIRST TR EXCHANGE TRADED FD
+$85.1K
19,180
+34%
增持
VOO
VANGUARD INDEX FDS
-$81.6K
3,536
+0%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$79.6K
13,165
-14%
增持
V
VISA INC
+$78.8K
2,048
+1%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$74.9K
1,529
-10%
减持
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$66.6K
5,334
-6%
增持
O
REALTY INCOME CORP
+$62.7K
5,462
+15%
减持
BAC
BANK AMERICA CORP
-$62.6K
8,389
-11%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$57.2K
19,063
-6%
减持
MFLX
FIRST TR EXCHNG TRADED FD VI
-$54.6K
29,381
-9%
增持
GOOG
ALPHABET INC
-$49.2K
2,951
+10%
增持
JPM
JPMORGAN CHASE & CO.
+$46.2K
2,363
+6%
减持
FTHY
FIRST TR HIGH YIELD OPPRT 20
-$40.8K
52,195
-5%
减持
DFAC
DIMENSIONAL ETF TRUST
-$39.2K
6,561
-11%
增持
CVX
CHEVRON CORP NEW
+$39.2K
1,724
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$38.5K
5,297
-3%
减持
IAU
ISHARES GOLD TR
+$33.8K
5,277
-6%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$33.1K
13,437
+24%
减持
IWR
ISHARES TR
-$32.2K
4,218
-5%
减持
JNJ
JOHNSON & JOHNSON
+$31.3K
2,332
-5%
增持
META
META PLATFORMS INC
+$30.8K
1,327
+6%
减持
CSCO
CISCO SYS INC
+$29.6K
12,604
-0%
增持
GOOGL
ALPHABET INC
-$27.7K
2,083
+13%
增持
URI
UNITED RENTALS INC
-$25.6K
338
+0%
建仓
MAR
MARRIOTT INTL INC NEW
+$22.8K
67,860
减持
TBIL
RBB FD INC
-$19.1K
21,985
-2%
减持
MCD
MCDONALDS CORP
+$18.4K
1,671
-4%
增持
AMZN
AMAZON COM INC
-$17.5K
4,646
+13%
增持
COST
COSTCO WHSL CORP NEW
+$17.1K
327
+3%
减持
BATRA
ATLANTA BRAVES HLDGS INC
+$16.4K
6,010
-1%
减持
PEP
PEPSICO INC
-$16.0K
2,667
-2%
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$14.5K
6,409
+8%
增持
AVGO
BROADCOM INC
-$9.9K
1,337
+33%
清仓
—
CREATIVE MEDIA & CMNTY TR
-$8.8K
0
-100%
增持
ANET
ARISTA NETWORKS INC
-$6.5K
3,186
+39%
增持
PANW
PALO ALTO NETWORKS INC
-$6.4K
1,946
+5%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$5.0K
21,346
-2%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$3.4K
35,934
-0%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$1.8K
5,613
-1%
减持
NOBL
PROSHARES TR
-$884
9,631
-3%
