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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 118 项
建仓 19
增持 48
减持 48
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VUSB
VANGUARD BD INDEX FDS
+$4.0M
209,098
+63%
减持
COWZ
PACER FDS TR
-$3.8M
44,631
-61%
增持
VOO
VANGUARD INDEX FDS
+$2.1M
6,964
+97%
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
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.0M
153,756
+35%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
20,556
+41%
增持
VTES
VANGUARD WELLINGTON FD
+$1.5M
28,302
+112%
增持
SPY
SPDR S&P 500 ETF TR
+$1.4M
20,200
+2%
建仓
MAGS
LISTED FDS TR
+$1.2M
20,833
减持
JAAA
JANUS DETROIT STR TR
-$1.0M
34,303
-37%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$974.0K
145,662
+1%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
+$902.5K
49,416
+2%
减持
QQQ
INVESCO QQQ TR
+$864.6K
11,981
-2%
清仓
CSCO
CISCO SYS INC
-$777.8K
0
-100%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$703.3K
132,024
+9%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$639.7K
27,273
+9%
增持
MSFT
MICROSOFT CORP
+$638.8K
4,937
+2%
建仓
CEG
CONSTELLATION ENERGY CORP
+$622.0K
1,927
建仓
DGT
SPDR SERIES TRUST
+$546.2K
3,626
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$507.6K
2,690
增持
SCHD
SCHWAB STRATEGIC TR
-$487.0K
379,804
+1%
减持
DBND
DOUBLELINE ETF TRUST
-$466.6K
58,836
-15%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$418.2K
19,095
-38%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$406.8K
12,794
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$386.0K
15,391
+6%
减持
IVV
ISHARES TR
+$379.1K
10,793
-4%
增持
QGRO
AMERICAN CENTY ETF TR
+$378.6K
13,501
+16%
建仓
ICSH
ISHARES TR
+$375.3K
7,400
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$369.3K
21,965
+5%
增持
DIVO
AMPLIFY ETF TR
+$369.0K
106,015
+4%
减持
GLD
SPDR GOLD TR
-$359.8K
16,219
-12%
建仓
SEIE
SEI EXCHANGE TRADED FUNDS
+$351.3K
11,917
清仓
O
REALTY INCOME CORP
-$316.8K
0
-100%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
+$310.5K
86,065
-1%
减持
HD
HOME DEPOT INC
-$307.5K
4,643
-15%
建仓
NFLX
NETFLIX INC
+$306.7K
229
增持
AMZN
AMAZON COM INC
+$303.8K
5,414
+17%
减持
IJH
ISHARES TR
+$297.4K
135,504
-2%
增持
GFEB
FIRST TR EXCHNG TRADED FD VI
+$295.1K
17,744
+64%
建仓
COHR
COHERENT CORP
+$294.4K
3,300
建仓
MATX
MATSON INC
+$294.0K
2,640
增持
META
META PLATFORMS INC
+$287.2K
1,426
+7%
建仓
JBHT
HUNT J B TRANS SVCS INC
+$278.0K
1,936
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$232.7K
4,082
清仓
LOW
LOWES COS INC
-$229.7K
0
-100%
建仓
IWY
ISHARES TR
+$227.8K
924
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$225.4K
6,122
+16%
建仓
QMFE
FIRST TR EXCHNG TRADED FD VI
+$217.7K
10,503
建仓
FTC
FIRST TR EXCHANGE-TRADED ALP
+$215.3K
1,426
减持
KO
COCA COLA CO
-$213.8K
7,705
-27%
增持
FDEC
FIRST TR EXCHNG TRADED FD VI
+$211.1K
20,000
+20%
建仓
FEP
FIRST TR EXCH TRD ALPHDX FD
+$208.2K
4,356
增持
AVGO
BROADCOM INC
+$208.1K
1,567
+17%
减持
PECO
PHILLIPS EDISON & CO INC
-$207.4K
12,298
-30%
建仓
FJP
FIRST TR EXCH TRD ALPHDX FD
+$207.1K
3,468
增持
FSK
FS KKR CAP CORP
+$206.9K
50,009
+26%
建仓
TAIL
CAMBRIA ETF TR
+$204.8K
17,077
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$204.5K
361
增持
FDL
FIRST TR EXCHANGE-TRADED FD
-$199.4K
186,226
+1%
增持
GOOG
ALPHABET INC
+$181.7K
3,623
+23%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$172.9K
14,576
-24%
增持
SO
SOUTHERN CO
+$168.3K
11,624
+19%
减持
QJUN
FIRST TR EXCHNG TRADED FD VI
-$163.7K
11,721
-39%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$159.3K
200,487
-2%
减持
IJJ
ISHARES TR
-$157.9K
2,806
-33%
增持
UNH
UNITEDHEALTH GROUP INC
-$146.3K
891
+10%
减持
FID
FIRST TR EXCHANGE TRADED FD
+$139.8K
99,740
-3%
增持
CALF
PACER FDS TR
+$137.9K
22,444
+11%
增持
BA
BOEING CO
+$135.7K
1,885
+24%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$124.0K
68,033
+0%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$121.8K
26,755
+99%
增持
JPM
JPMORGAN CHASE & CO.
+$121.2K
2,418
+2%
减持
DJUN
FIRST TR EXCHNG TRADED FD VI
-$119.8K
7,842
-30%
减持
PEP
PEPSICO INC
-$94.8K
2,311
-13%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$94.7K
20,011
-6%
减持
COP
CONOCOPHILLIPS
-$93.9K
4,299
-6%
减持
MFLX
FIRST TR EXCHNG TRADED FD VI
-$93.1K
24,381
-17%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$87.7K
1,942
+0%
增持
PANW
PALO ALTO NETWORKS INC
+$85.6K
2,041
+5%
增持
ANET
ARISTA NETWORKS INC
+$82.7K
3,221
+1%
减持
FDD
FIRST TR EXCHANGE-TRADED FD
+$78.9K
63,436
-5%
增持
BAC
BANK AMERICA CORP
+$66.5K
8,803
+5%
减持
GSEP
FIRST TR EXCHNG TRADED FD VI
-$65.8K
6,739
-26%
减持
VTI
VANGUARD INDEX FDS
+$62.3K
2,218
-0%
减持
TFC
TRUIST FINL CORP
+$61.5K
52,196
-2%
增持
IMCG
ISHARES TR
+$60.8K
5,689
+3%
减持
NEAR
ISHARES U S ETF TR
-$47.4K
15,195
-6%
减持
GMAY
FIRST TR EXCHNG TRADED FD VI
-$46.5K
5,830
-23%
减持
SCHM
SCHWAB STRATEGIC TR
+$46.4K
28,007
-1%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$41.6K
29,946
-3%
减持
IJR
ISHARES TR
+$40.7K
10,112
-1%
减持
EEM
ISHARES TR
+$40.7K
9,301
-0%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
-$39.5K
52,102
+1%
减持
NOBL
PROSHARES TR
-$39.1K
9,385
-3%
增持
VNLA
JANUS DETROIT STR TR
+$35.2K
15,494
+5%
减持
GOOGL
ALPHABET INC
+$32.3K
2,011
-3%
减持
BATRA
ATLANTA BRAVES HLDGS INC
+$31.6K
6,000
-0%
增持
MRK
MERCK & CO INC
-$28.0K
2,816
+1%
减持
URI
UNITED RENTALS INC
+$27.8K
318
-6%
增持
—
EXXON MOBIL CORP
-$25.9K
3,787
+4%
增持
CION
CION INVT CORP
-$24.7K
52,976
+3%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$24.4K
35,509
-1%
增持
JNJ
JOHNSON & JOHNSON
-$24.3K
2,373
+2%
减持
FTHY
FIRST TR HIGH YIELD OPPRT 20
-$23.7K
49,195
-6%
减持
MAR
MARRIOTT INTL INC NEW
-$22.6K
67,765
-0%
减持
GJUN
FIRST TR EXCHNG TRADED FD VI
+$22.1K
34,444
-5%
增持
XLF
SELECT SECTOR SPDR TR
+$19.5K
4,856
+3%
减持
TOTL
SSGA ACTIVE ETF TR
-$17.8K
20,524
-2%
增持
V
VISA INC
+$17.7K
2,070
+1%
减持
AIRR
FIRST TR EXCHANGE TRADED FD
+$17.0K
6,975
-14%
增持
CLM
CORNERSTONE STRATEGIC INVEST
+$12.4K
13,497
+3%
增持
AAPL
APPLE INC
-$11.6K
18,697
+8%
减持
GOCT
FIRST TR EXCHNG TRADED FD VI
-$10.7K
17,458
-8%
增持
CVX
CHEVRON CORP NEW
-$8.8K
1,952
+13%
减持
COST
COSTCO WHSL CORP NEW
-$8.2K
304
-7%
减持
DFAC
DIMENSIONAL ETF TRUST
-$8.2K
5,811
-11%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$6.4K
53,276
-0%
减持
TSLA
TESLA INC
+$3.4K
789
-17%
减持
QQEW
FIRST TR EXCHANGE-TRADED FD
-$1.0K
4,718
-12%
