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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 24
增持 37
减持 53
清仓 36
方向
标的
Δ市值
现股数(环比)
建仓
AFL
AFLAC INC
+$6.5M
58,158
增持
HD
HOME DEPOT INC
+$4.2M
14,659
+216%
增持
SEIE
SEI EXCHANGE TRADED FUNDS
+$3.3M
119,693
+904%
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。
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$2.1M
0
-100%
清仓
SPMO
INVESCO EXCH TRADED FD TR II
-$1.7M
0
-100%
建仓
SEIS
SEI EXCHANGE TRADED FUNDS
+$1.6M
58,094
建仓
SEEM
SEI EXCHANGE TRADED FUNDS
+$1.5M
48,908
增持
SPY
SPDR S&P 500 ETF TR
+$1.5M
20,932
+4%
清仓
GJUN
FIRST TR EXCHNG TRADED FD VI
-$1.3M
0
-100%
增持
AAPL
APPLE INC
+$1.3M
20,034
+7%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.2M
6,226
-69%
建仓
VUG
VANGUARD INDEX FDS
+$1.2M
2,525
增持
VUSB
VANGUARD BD INDEX FDS
+$1.2M
232,153
+11%
清仓
TBIL
RBB FD INC
-$1.1M
0
-100%
减持
COWZ
PACER FDS TR
-$1.1M
23,831
-47%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$1.0M
8,559
-71%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$1.0M
36,525
-46%
清仓
FDEC
FIRST TR EXCHNG TRADED FD VI
-$933.3K
0
-100%
建仓
C
CITIGROUP INC
+$899.4K
8,861
增持
NVDA
NVIDIA CORPORATION
+$876.2K
22,102
+8%
建仓
CSCO
CISCO SYS INC
+$869.3K
12,706
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$856.3K
164,839
+7%
建仓
FETH
FIDELITY ETHEREUM FD
+$828.3K
19,936
减持
VOO
VANGUARD INDEX FDS
-$760.4K
5,218
-25%
减持
QGRO
AMERICAN CENTY ETF TR
-$699.0K
6,768
-50%
清仓
GFEB
FIRST TR EXCHNG TRADED FD VI
-$691.8K
0
-100%
清仓
VTI
VANGUARD INDEX FDS
-$674.1K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$659.2K
392,821
+3%
减持
GLD
SPDR GOLD TR
+$648.6K
15,733
-3%
清仓
QQEW
FIRST TR EXCHANGE-TRADED FD
-$644.0K
0
-100%
清仓
GOCT
FIRST TR EXCHNG TRADED FD VI
-$638.2K
0
-100%
清仓
MARM
FIRST TR EXCHNG TRADED FD VI
-$632.0K
0
-100%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$614.5K
148,811
+2%
减持
QQQ
INVESCO QQQ TR
-$571.3K
10,061
-16%
增持
IJH
ISHARES TR
+$568.4K
137,488
+1%
清仓
AIRR
FIRST TR EXCHANGE TRADED FD
-$567.8K
0
-100%
增持
GOOGL
ALPHABET INC
+$563.1K
3,774
+88%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$551.6K
7,705
-60%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$538.3K
143,674
+9%
建仓
ABBV
ABBVIE INC
+$535.1K
2,311
清仓
GMAR
FIRST TR EXCHNG TRADED FD VI
-$522.0K
0
-100%
减持
TOTL
SSGA ACTIVE ETF TR
-$507.9K
7,771
-62%
减持
MINT
PIMCO ETF TR
-$471.4K
3,597
-57%
增持
KO
COCA COLA CO
+$466.4K
15,252
+98%
减持
VNLA
JANUS DETROIT STR TR
-$466.1K
6,010
-61%
建仓
WMT
WALMART INC
+$449.8K
4,365
清仓
GPN
GLOBAL PMTS INC
-$441.2K
0
-100%
建仓
SPYM
SPDR SERIES TRUST
+$435.2K
5,555
清仓
BUFR
FIRST TR EXCHNG TRADED FD VI
-$406.8K
0
-100%
减持
IVV
ISHARES TR
+$402.0K
10,613
-2%
清仓
IVE
ISHARES TR
-$382.6K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
-$379.1K
1,020
-58%
增持
DIVO
AMPLIFY ETF TR
+$369.0K
109,493
+3%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$362.9K
185,961
-7%
增持
AMZN
AMAZON COM INC
+$354.3K
7,023
+30%
清仓
DJUN
FIRST TR EXCHNG TRADED FD VI
-$353.1K
0
-100%
清仓
QJUN
FIRST TR EXCHNG TRADED FD VI
-$346.6K
0
-100%
减持
JAAA
JANUS DETROIT STR TR
-$342.5K
27,538
-20%
清仓
OVT
LISTED FDS TR
-$338.0K
0
-100%
减持
FSK
FS KKR CAP CORP
-$331.4K
47,309
-5%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
+$326.4K
48,506
-2%
增持
ANET
ARISTA NETWORKS INC
+$322.1K
4,472
+39%
建仓
ABT
ABBOTT LABS
+$318.2K
2,376
清仓
BIL
SPDR SERIES TRUST
-$314.9K
0
-100%
清仓
IJK
ISHARES TR
-$304.9K
0
-100%
清仓
JSML
JANUS DETROIT STR TR
-$294.9K
0
-100%
增持
FID
FIRST TR EXCHANGE TRADED FD
+$292.2K
112,141
+12%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$283.0K
2,625
建仓
GS
GOLDMAN SACHS GROUP INC
+$281.9K
354
建仓
O
REALTY INCOME CORP
+$280.2K
4,609
清仓
UNH
UNITEDHEALTH GROUP INC
-$278.1K
0
-100%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$265.9K
0
-100%
清仓
ECOW
PACER FDS TR
-$258.0K
0
-100%
建仓
T
AT&T INC
+$254.4K
9,008
清仓
XLF
SELECT SECTOR SPDR TR
-$254.3K
0
-100%
清仓
ICOW
PACER FDS TR
-$253.4K
0
-100%
增持
MCD
MCDONALDS CORP
+$252.7K
2,438
+46%
建仓
SLV
ISHARES SILVER TR
+$252.0K
5,947
清仓
QINT
AMERICAN CENTY ETF TR
-$249.4K
0
-100%
减持
CION
CION INVT CORP
-$247.7K
27,351
-48%
清仓
GSEP
FIRST TR EXCHNG TRADED FD VI
-$247.1K
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$245.1K
548
建仓
TJX
TJX COS INC NEW
+$238.1K
1,647
减持
IMCG
ISHARES TR
-$234.5K
2,682
-53%
建仓
VYX
NCR VOYIX CORPORATION
+$231.7K
18,462
减持
CALF
PACER FDS TR
-$229.9K
15,161
-32%
清仓
GMAY
FIRST TR EXCHNG TRADED FD VI
-$228.3K
0
-100%
清仓
IWY
ISHARES TR
-$227.8K
0
-100%
减持
FTHY
FIRST TR HIGH YIELD OPPRT 20
-$226.2K
34,806
-29%
减持
IGSB
ISHARES TR
-$226.1K
5,170
-45%
清仓
FTXO
FIRST TR EXCHANGE TRADED FD
-$223.4K
0
-100%
清仓
EZM
WISDOMTREE TR
-$223.0K
0
-100%
增持
V
VISA INC
+$219.4K
2,797
+35%
建仓
LLY
ELI LILLY & CO
+$218.5K
286
清仓
QMFE
FIRST TR EXCHNG TRADED FD VI
-$217.7K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$217.5K
560
+84%
清仓
FTC
FIRST TR EXCHANGE-TRADED ALP
-$215.3K
0
-100%
建仓
LOW
LOWES COS INC
+$213.6K
850
减持
FDL
FIRST TR EXCHANGE-TRADED FD
-$213.2K
174,709
-6%
建仓
GE
GE AEROSPACE
+$210.3K
699
减持
EEM
ISHARES TR
-$207.8K
4,510
-52%
建仓
CTAS
CINTAS CORP
+$205.3K
1,000
清仓
TAIL
CAMBRIA ETF TR
-$204.8K
0
-100%
减持
FCTR
FIRST TR EXCHANGE-TRADED FD
-$186.5K
6,327
-48%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$181.3K
2,237
+15%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$180.4K
10,837
-59%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$179.2K
6,636
+8%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$167.4K
25,248
-7%
增持
MSFT
MICROSOFT CORP
+$165.0K
5,060
+2%
减持
FAAR
FIRST TR EXCHANGE TRAD FD VI
-$162.0K
17,497
-30%
减持
VTES
VANGUARD WELLINGTON FD
-$160.8K
26,448
-7%
减持
PECO
PHILLIPS EDISON & CO INC
-$158.3K
7,937
-35%
减持
META
META PLATFORMS INC
-$146.9K
1,233
-14%
增持
DBND
DOUBLELINE ETF TRUST
+$145.8K
61,604
+5%
减持
IWF
ISHARES TR
+$144.1K
3,752
-1%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$143.9K
48,961
-6%
增持
PANW
PALO ALTO NETWORKS INC
+$141.7K
2,747
+35%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$141.2K
22,857
+4%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$114.1K
1,064
-30%
清仓
CLM
CORNERSTONE STRATEGIC INVEST
-$109.6K
0
-100%
减持
MAGS
LISTED FDS TR
+$108.5K
19,489
-6%
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$107.7K
8,161
+27%
增持
NFLX
NETFLIX INC
+$102.2K
341
+49%
减持
IJJ
ISHARES TR
-$98.2K
1,916
-32%
减持
TSLA
TESLA INC
+$91.8K
770
-2%
建仓
CTMX
CYTOMX THERAPEUTICS INC
+$73.4K
23,000
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$72.6K
22,058
+17%
减持
JBHT
HUNT J B TRANS SVCS INC
-$70.6K
1,546
-20%
减持
JNJ
JOHNSON & JOHNSON
+$66.0K
2,311
-3%
增持
FDT
FIRST TR EXCH TRD ALPHDX FD
+$57.0K
6,014
+4%
减持
TFC
TRUIST FINL CORP
+$56.7K
50,319
-4%
增持
SO
SOUTHERN CO
+$46.1K
11,750
+1%
减持
MATX
MATSON INC
-$45.5K
2,520
-5%
增持
CVX
CHEVRON CORP NEW
+$45.1K
2,090
+7%
减持
URI
UNITED RENTALS INC
+$44.0K
297
-7%
减持
GOOG
ALPHABET INC
+$43.1K
2,816
-22%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$41.7K
413
+14%
减持
DGT
SPDR SERIES TRUST
+$38.7K
3,616
-0%
减持
SCHM
SCHWAB STRATEGIC TR
+$38.6K
27,807
-1%
减持
COHR
COHERENT CORP
+$37.9K
3,085
-7%
减持
AVGO
BROADCOM INC
-$36.1K
1,200
-23%
增持
FJP
FIRST TR EXCH TRD ALPHDX FD
+$35.1K
3,717
+7%
减持
IJR
ISHARES TR
+$31.3K
9,564
-5%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$28.1K
79,863
-7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$27.4K
4,341
+6%
减持
VOOV
VANGUARD ADMIRAL FDS INC
+$26.0K
2,675
-1%
增持
NOBL
PROSHARES TR
+$22.4K
9,386
+0%
减持
FGD
FIRST TR EXCHANGE TRADED FD
-$22.3K
12,283
-10%
增持
BATRA
ATLANTA BRAVES HLDGS INC
-$22.0K
6,010
+0%
减持
COP
CONOCOPHILLIPS
-$21.1K
3,856
-10%
