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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 136 项
建仓 14
增持 45
减持 53
清仓 24
方向
标的
Δ市值
现股数(环比)
清仓
SEIE
SEI EXCHANGE TRADED FUNDS
-$3.9M
0
-100%
增持
VUSB
VANGUARD BD INDEX FDS
+$2.9M
295,906
+24%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.8M
40,644
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。
+55%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$2.6M
110,710
-34%
减持
DIVO
AMPLIFY ETF TR
-$2.4M
54,477
-50%
增持
CGCV
CAPITAL GROUP CONSERVATIVE E
+$1.8M
78,955
+310%
清仓
SEIS
SEI EXCHANGE TRADED FUNDS
-$1.6M
0
-100%
清仓
SEEM
SEI EXCHANGE TRADED FUNDS
-$1.5M
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.4M
408,106
+0%
减持
VOO
VANGUARD INDEX FDS
-$1.3M
4,668
-24%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$1.2M
143,737
-9%
建仓
PYLD
PIMCO ETF TR
+$1.1M
40,223
建仓
MFSV
MFS ACTIVE EXCHANGE TRADED F
+$1.0M
38,287
建仓
CGIC
CAPITAL GROUP INTERNATIONAL
+$980.5K
29,614
增持
VTES
VANGUARD WELLINGTON FD
+$964.3K
40,091
+32%
建仓
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$949.1K
30,064
减持
COWZ
PACER FDS TR
-$923.7K
20,883
-43%
减持
QGRO
AMERICAN CENTY ETF TR
-$910.1K
6,432
-52%
减持
FDL
FIRST TR EXCHANGE-TRADED FD
+$882.8K
169,708
-3%
清仓
TOTL
SSGA ACTIVE ETF TR
-$826.1K
0
-100%
建仓
FEGE
RBB FUND TRUST
+$681.6K
14,503
清仓
JAAA
JANUS DETROIT STR TR
-$676.4K
0
-100%
清仓
VNLA
JANUS DETROIT STR TR
-$651.0K
0
-100%
建仓
SNDA
SONIDA SENIOR LIVING INC
+$636.2K
19,726
增持
IJH
ISHARES TR
+$606.1K
138,523
+5%
清仓
FTHY
FIRST TR HIGH YIELD OPPRT 20
-$546.6K
0
-100%
增持
SPYM
SPDR SERIES TRUST
+$543.4K
14,666
+103%
减持
CGDG
CAPITAL GROUP DIVIDEND GROWE
-$534.5K
143,026
-10%
增持
DBND
DOUBLELINE ETF TRUST
+$527.6K
84,754
+17%
清仓
RDVI
FIRST TR EXCHANGE-TRADED FD
-$517.3K
0
-100%
减持
MINT
PIMCO ETF TR
-$505.4K
2,947
-63%
减持
QQQ
INVESCO QQQ TR
-$495.1K
10,090
-2%
减持
AAPL
APPLE INC
-$481.5K
16,773
-2%
清仓
NEAR
ISHARES U S ETF TR
-$478.4K
0
-100%
清仓
FTHI
FIRST TR EXCHANGE TRADED FD
-$461.7K
0
-100%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$451.4K
33,192
-21%
增持
MSFT
MICROSOFT CORP
-$448.8K
4,684
+5%
增持
ICSH
ISHARES TR
+$443.3K
12,975
+207%
增持
GLTR
ABRDN PRECIOUS METALS BASKET
+$439.6K
3,438
+143%
建仓
TFI
SPDR SERIES TRUST
+$436.8K
9,634
清仓
FCTR
FIRST TR EXCHANGE-TRADED FD
-$431.5K
0
-100%
减持
GLD
SPDR GOLD TR
-$408.5K
13,018
-14%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$385.7K
4,468
-27%
清仓
FTQI
FIRST TR EXCHANGE TRADED FD
-$351.6K
0
-100%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$342.0K
74,979
-5%
建仓
VB
VANGUARD INDEX FDS
+$337.9K
1,290
增持
SPDW
SPDR INDEX SHS FDS
+$336.2K
16,181
+79%
清仓
OVT
LISTED FDS TR
-$334.0K
0
-100%
减持
CALF
PACER FDS TR
-$321.8K
15,921
-29%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$312.9K
51,883
+1%
清仓
IGM
ISHARES TR
-$308.9K
0
-100%
清仓
JSML
JANUS DETROIT STR TR
-$303.5K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$301.7K
21,013
-1%
清仓
ICOW
PACER FDS TR
-$292.8K
0
-100%
清仓
ECOW
PACER FDS TR
-$285.2K
0
-100%
减持
TFC
TRUIST FINL CORP
-$279.4K
48,780
-5%
清仓
ANET
ARISTA NETWORKS INC
-$278.7K
0
-100%
建仓
SMA
SMARTSTOP SELF STORAG REIT I
+$273.5K
9,031
清仓
IGSB
ISHARES TR
-$273.4K
0
-100%
减持
MAGS
LISTED FDS TR
-$272.6K
17,481
-10%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$270.7K
22,189
-2%
减持
EEM
ISHARES TR
-$270.1K
4,625
-50%
清仓
QINT
AMERICAN CENTY ETF TR
-$269.1K
0
-100%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$258.0K
21,134
+3%
减持
HD
HOME DEPOT INC
-$254.1K
13,672
-1%
减持
IMCG
ISHARES TR
-$237.1K
2,629
-53%
增持
IVV
ISHARES TR
-$232.8K
10,341
+1%
减持
CION
CION INVT CORP
-$231.8K
24,676
-40%
清仓
NUV
NUVEEN MUN VALUE FD INC
-$230.5K
0
-100%
清仓
ISCG
ISHARES TR
-$228.0K
0
-100%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$224.2K
572
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$221.8K
21,186
+39%
增持
—
EXXON MOBIL CORP
+$221.7K
3,970
+6%
建仓
GE
GE AEROSPACE
+$217.1K
765
清仓
FTXO
FIRST TR EXCHANGE TRADED FD
-$210.9K
0
-100%
建仓
SPSM
SPDR SERIES TRUST
+$206.9K
4,282
清仓
MU
MICRON TECHNOLOGY INC
-$203.2K
0
-100%
建仓
IJJ
ISHARES TR
+$200.9K
1,516
减持
TDIV
FIRST TR EXCHANGE TRADED FD
-$192.0K
47,913
-1%
减持
AKRE
PROFESIONALLY MANAGED PORTFO
-$183.3K
14,068
-1%
增持
COHR
COHERENT CORP
+$174.5K
1,728
+34%
增持
SPEM
SPDR INDEX SHS FDS
+$161.1K
8,596
+66%
减持
BPRE
BLUEROCK PVT REAL ESTATE FD
-$158.6K
18,779
-40%
减持
GOOG
ALPHABET INC
-$145.9K
2,085
-12%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$141.6K
2,110
-5%
增持
FETH
FIDELITY ETHEREUM FD
+$136.3K
27,122
+87%
减持
FSK
FS KKR CAP CORP
-$120.8K
10,095
-33%
增持
IWF
ISHARES TR
-$120.4K
3,799
+3%
增持
KO
COCA COLA CO
+$111.1K
15,219
+2%
减持
V
VISA INC
-$110.9K
1,996
-2%
减持
FTA
FIRST TR EXCHANGE-TRADED ALP
-$107.0K
4,518
-26%
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$105.0K
27,352
+24%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$103.3K
5,021
-21%
减持
SO
SOUTHERN CO
+$102.7K
12,230
-1%
增持
CEG
CONSTELLATION ENERGY CORP
-$97.8K
2,228
+9%
减持
AVGO
BROADCOM INC
-$96.0K
1,206
-11%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$94.6K
15,688
+18%
增持
SCHM
SCHWAB STRATEGIC TR
+$92.6K
29,613
+8%
减持
MATX
MATSON INC
+$87.9K
2,465
-4%
增持
AMZN
AMAZON COM INC
-$85.9K
4,731
+2%
减持
META
META PLATFORMS INC
-$85.5K
807
-0%
减持
JNJ
JOHNSON & JOHNSON
+$82.3K
2,311
-1%
减持
PANW
PALO ALTO NETWORKS INC
-$80.2K
2,727
-3%
减持
GOOGL
ALPHABET INC
-$77.0K
2,536
-2%
增持
C
CITIGROUP INC
+$73.7K
10,122
+10%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$72.6K
18,946
+17%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$72.0K
10,837
-30%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$69.4K
20,121
+20%
减持
ABBV
ABBVIE INC
-$66.8K
2,291
-7%
增持
FIIG
FIRST TR EXCHANGE-TRADED FD
+$65.5K
21,289
+20%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$61.2K
5,187
+19%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$60.5K
178,162
-3%
增持
IWD
ISHARES TR
+$60.3K
5,350
+4%
建仓
DFDV
DEFI DEVELOPMENT CORP
+$57.6K
17,500
增持
JBHT
HUNT J B TRANS SVCS INC
+$56.9K
1,857
+7%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$56.3K
6,084
-15%
增持
COST
COSTCO WHOLESALE CORPORATION
+$50.3K
357
+11%
减持
CVX
CHEVRON CORPORATION
+$48.9K
1,838
-15%
增持
FJP
FIRST TR EXCH TRD ALPHDX FD
+$46.2K
4,075
+10%
减持
FAAR
FIRST TR EXCHANGE TRAD FD VI
+$45.9K
16,205
-7%
增持
FID
FIRST TR EXCHANGE TRADED FD
+$44.9K
111,781
+0%
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$42.8K
8,430
+3%
增持
FEP
FIRST TR EXCH TRD ALPHDX FD
+$40.7K
5,082
+15%
增持
TSLA
TESLA INC
-$36.3K
1,031
+11%
减持
JPM
JPMORGAN CHASE & CO
-$33.7K
815
-4%
增持
IGF
ISHARES TR
+$33.1K
4,256
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$32.6K
2,185
+2%
减持
IAU
ISHARES GOLD TR
+$30.6K
4,882
-1%
增持
BA
BOEING CO
-$30.3K
1,945
+3%
减持
O
REALTY INCOME CORP
-$24.9K
4,609
-15%
减持
DEFT
DEFI TECHNOLOGIES INC
-$24.1K
11,000
-73%
增持
FDD
FIRST TR EXCHANGE-TRADED FD
+$23.5K
58,972
+1%
增持
IWP
ISHARES TR
-$21.6K
3,812
+2%
减持
IJR
ISHARES TR
+$14.7K
9,536
-2%
减持
NOBL
PROSHARES TR
-$12.6K
7,985
-3%
减持
T
AT&T INC
+$11.8K
8,061
-10%
