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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 131 项
建仓 15
增持 47
减持 56
清仓 13
方向
标的
Δ市值
现股数(环比)
清仓
VUG
VANGUARD INDEX FDS
-$1.2M
0
-100%
减持
HD
HOME DEPOT INC
-$1.2M
13,806
-6%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$926.8K
14,147
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
COWZ
PACER FDS TR
+$841.9K
36,754
+54%
增持
QGRO
AMERICAN CENTY ETF TR
+$766.0K
13,450
+99%
减持
JAAA
JANUS DETROIT STR TR
-$721.9K
13,373
-51%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$690.9K
159,068
+11%
增持
VOO
VANGUARD INDEX FDS
+$675.1K
6,172
+18%
建仓
CGCV
CAPITAL GROUP CONSERVATIVE E
+$587.1K
19,254
增持
TOTL
SSGA ACTIVE ETF TR
+$510.8K
20,524
+164%
增持
DBND
DOUBLELINE ETF TRUST
+$488.6K
72,362
+17%
减持
FSK
FS KKR CAP CORP
-$482.8K
15,095
-68%
减持
AMZN
AMAZON COM INC
-$470.8K
4,641
-34%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$470.8K
157,557
+6%
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$470.5K
31,367
减持
MSFT
MICROSOFT CORP
-$458.1K
4,472
-12%
增持
SCHD
SCHWAB STRATEGIC TR
+$446.1K
407,222
+4%
减持
AAPL
APPLE INC
-$439.9K
17,146
-14%
增持
MINT
PIMCO ETF TR
+$439.6K
7,991
+122%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$431.4K
168,643
+2%
减持
GLD
SPDR GOLD TR
+$417.4K
15,165
-4%
清仓
NFLX
NETFLIX INC
-$408.8K
0
-100%
建仓
SPDW
SPDR INDEX SHS FDS
+$402.5K
9,063
减持
FETH
FIDELITY ETHEREUM FD
-$398.3K
14,522
-27%
增持
VTES
VANGUARD WELLINGTON FD
+$394.8K
30,426
+15%
减持
ANET
ARISTA NETWORKS INC
-$372.9K
2,127
-52%
减持
META
META PLATFORMS INC
-$370.0K
811
-34%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$362.5K
22,622
-1%
增持
VNLA
JANUS DETROIT STR TR
+$354.8K
13,248
+120%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$346.1K
42,078
-14%
建仓
OVT
LISTED FDS TR
+$334.0K
15,191
增持
CALF
PACER FDS TR
+$326.5K
22,319
+47%
建仓
JSML
JANUS DETROIT STR TR
+$303.5K
4,125
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$297.8K
0
-100%
建仓
ICOW
PACER FDS TR
+$292.8K
7,570
建仓
GLTR
ABRDN PRECIOUS METALS BASKET
+$290.5K
1,413
建仓
ECOW
PACER FDS TR
+$285.2K
11,685
清仓
URI
UNITED RENTALS INC
-$283.5K
0
-100%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$283.0K
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC
-$281.9K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$278.7K
10,287
+2%
减持
NEAR
ISHARES U S ETF TR
-$278.1K
9,363
-37%
建仓
QINT
AMERICAN CENTY ETF TR
+$269.1K
4,191
增持
VUSB
VANGUARD BD INDEX FDS
+$268.6K
238,265
+3%
增持
EEM
ISHARES TR
+$268.0K
9,301
+106%
清仓
IJJ
ISHARES TR
-$248.5K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$245.1K
0
-100%
建仓
SPEM
SPDR INDEX SHS FDS
+$242.1K
5,173
减持
COST
COSTCO WHSL CORP NEW
-$240.6K
322
-43%
减持
V
VISA INC
-$240.5K
2,036
-27%
清仓
TJX
TJX COS INC NEW
-$238.1K
0
-100%
建仓
ISCG
ISHARES TR
+$228.0K
4,312
减持
IJH
ISHARES TR
-$224.1K
132,551
-4%
增持
IMCG
ISHARES TR
+$222.3K
5,563
+107%
增持
TFC
TRUIST FINL CORP
+$221.2K
51,246
+2%
清仓
LLY
ELI LILLY & CO
-$218.5K
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$218.0K
26,141
+4%
建仓
FTXO
FIRST TR EXCHANGE TRADED FD
+$210.9K
5,580
清仓
GE
GE AEROSPACE
-$210.3K
0
-100%
增持
FCTR
FIRST TR EXCHANGE-TRADED FD
+$206.8K
12,096
+91%
减持
SEIE
SEI EXCHANGE TRADED FUNDS
+$205.4K
118,551
-1%
清仓
CTAS
CINTAS CORP
-$205.3K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$203.2K
712
减持
NVDA
NVIDIA CORPORATION
-$179.1K
21,151
-4%
增持
C
CITIGROUP INC
+$174.9K
9,206
+4%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$170.9K
4,455
-28%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$159.4K
183,148
-2%
减持
FDL
FIRST TR EXCHANGE-TRADED FD
+$154.3K
174,524
-0%
减持
ICSH
ISHARES TR
-$150.7K
4,220
-41%
增持
SPYM
SPDR SERIES TRUST
+$143.9K
7,219
+30%
增持
CION
CION INVT CORP
+$141.3K
41,426
+51%
增持
JBHT
HUNT J B TRANS SVCS INC
+$129.0K
1,731
+12%
减持
IVV
ISHARES TR
-$115.3K
10,202
-4%
增持
CEG
CONSTELLATION ENERGY CORP
+$114.5K
2,038
+11%
减持
GOOGL
ALPHABET INC
-$111.2K
2,576
-32%
减持
NOBL
PROSHARES TR
-$108.3K
8,255
-12%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
-$102.7K
48,322
-0%
增持
FTA
FIRST TR EXCHANGE-TRADED ALP
+$101.9K
6,085
+20%
减持
COHR
COHERENT CORP
-$95.1K
1,285
-58%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
+$90.0K
78,618
-2%
减持
FID
FIRST TR EXCHANGE TRADED FD
+$87.2K
111,745
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$85.5K
6,127
-8%
增持
TSLA
TESLA INC
+$77.2K
933
+21%
增持
AVGO
BROADCOM INC
+$73.4K
1,356
+13%
清仓
CTMX
CYTOMX THERAPEUTICS INC
-$73.4K
0
-100%
增持
QTEC
FIRST TR EXCHANGE-TRADED FD
+$70.5K
2,235
+16%
增持
MATX
MATSON INC
+$67.9K
2,560
+2%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$66.8K
7,189
-16%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$66.0K
6,363
-17%
减持
FDD
FIRST TR EXCHANGE-TRADED FD
+$61.0K
58,674
-2%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$60.4K
51,553
-2%
减持
GOOG
ALPHABET INC
+$58.2K
2,372
-16%
减持
SPY
SPDR S&P 500 ETF TR
+$57.6K
20,534
-2%
增持
JNJ
JOHNSON & JOHNSON
+$54.1K
2,332
+1%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$53.5K
15,437
+42%
减持
DIVO
AMPLIFY ETF TR
-$50.6K
108,529
-1%
减持
JPM
JPMORGAN CHASE & CO.
-$48.3K
849
-17%
减持
CSCO
CISCO SYS INC
+$46.3K
11,887
-6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$44.9K
2,148
-4%
增持
FTHY
FIRST TR HIGH YIELD OPPRT 20
+$42.3K
38,850
+12%
增持
PANW
PALO ALTO NETWORKS INC
-$41.9K
2,809
+2%
减持
MCD
MCDONALDS CORP
-$40.7K
2,291
-6%
增持
SO
SOUTHERN CO
-$35.8K
12,360
+5%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$35.7K
15,234
+6%
减持
KO
COCA COLA CO
+$34.8K
14,967
-2%
增持
IJR
ISHARES TR
+$34.2K
9,741
+2%
减持
T
AT&T INC
-$32.5K
8,934
-1%
减持
ABT
ABBOTT LABS
-$30.3K
2,298
-3%
减持
MRK
MERCK & CO INC
+$30.2K
2,500
-10%
建仓
DEFT
DEFI TECHNOLOGIES INC
+$30.2K
40,000
增持
ABBV
ABBVIE INC
+$30.0K
2,473
+7%
增持
O
REALTY INCOME CORP
+$26.7K
5,444
+18%
减持
WMT
WALMART INC
+$24.7K
4,260
-2%
减持
IWD
ISHARES TR
+$23.1K
5,148
-1%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$20.5K
442
+7%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$17.8K
19,715
+2%
减持
DGT
SPDR SERIES TRUST
+$17.4K
3,613
-0%
减持
BAC
BANK AMERICA CORP
+$17.2K
7,838
-2%
减持
IWF
ISHARES TR
-$17.2K
3,677
-2%
减持
IAU
ISHARES GOLD TR
+$15.8K
4,925
-7%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$14.5K
35,859
-2%
增持
FTQI
FIRST TR EXCHANGE TRADED FD
+$12.1K
16,886
+2%
增持
PEP
PEPSICO INC
+$10.7K
2,336
+1%
减持
COP
CONOCOPHILLIPS
-$9.7K
3,793
-2%
增持
SEIS
SEI EXCHANGE TRADED FUNDS
+$8.7K
58,416
+1%
减持
SEEM
SEI EXCHANGE TRADED FUNDS
+$8.2K
47,749
-2%
减持
DFAC
DIMENSIONAL ETF TRUST
-$7.9K
5,461
-6%
增持
FTHI
FIRST TR EXCHANGE TRADED FD
+$6.9K
19,546
+2%
增持
CVX
CHEVRON CORP NEW
+$6.8K
2,174
+4%
增持
IGF
ISHARES TR
+$5.3K
4,107
+2%
减持
SCHM
SCHWAB STRATEGIC TR
+$33
27,411
-1%
