小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Blueprint Financial Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Blueprint Financial Advisors LLC
报告期 2026-03-31 · CIK 0002054129
持仓数
100
前50大市值合计
$626.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 113 项
建仓 19
增持 51
减持 26
清仓 17
方向
标的
Δ市值
现股数(环比)
建仓
BIL
SPDR SERIES TRUST
+$18.6M
203,146
建仓
TFFI
TIDAL TRUST II
+$15.9M
810,313
建仓
OPER
ETF SER SOLUTIONS
+$15.1M
151,141
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。
建仓
ROSC
LATTICE STRATEGIES TR
+$13.1M
270,887
清仓
FYT
FIRST TR EXCHANGE-TRADED ALP
-$13.1M
0
-100%
建仓
SHV
ISHARES TR
+$12.5M
113,465
减持
SPTM
SPDR SERIES TRUST
-$10.5M
414,554
-21%
清仓
IVV
ISHARES TR
-$8.5M
0
-100%
增持
TFPN
TIDAL TRUST II
+$8.1M
3,018,173
+2%
清仓
MUB
ISHARES TR
-$7.5M
0
-100%
建仓
EVTR
MORGAN STANLEY ETF TRUST
+$5.8M
115,042
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$5.3M
0
-100%
减持
PSLV
SPROTT ASSET MANAGEMENT LP
-$4.8M
424,534
-34%
清仓
BWX
SPDR SERIES TRUST
-$4.3M
0
-100%
清仓
VTI
VANGUARD INDEX FDS
-$3.8M
0
-100%
清仓
SPXL
DIREXION SHS ETF TR
-$3.6M
0
-100%
清仓
STIP
ISHARES TR
-$3.4M
0
-100%
减持
SPDW
SPDR INDEX SHS FDS
-$3.1M
306,052
-21%
减持
VV
VANGUARD INDEX FDS
-$3.0M
51,349
-12%
清仓
AMZN
AMAZON COM INC
-$2.9M
0
-100%
减持
IEMG
ISHARES INC
-$2.7M
90,904
-33%
减持
VUG
VANGUARD INDEX FDS
-$2.4M
11,066
-26%
减持
AGG
ISHARES TR
-$2.2M
32,799
-40%
清仓
VTV
VANGUARD INDEX FDS
-$2.0M
0
-100%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$1.8M
328,489
+10%
清仓
TLT
ISHARES TR
-$1.6M
0
-100%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$1.5M
13,678
+27%
建仓
JSCP
J P MORGAN EXCHANGE TRADED F
+$1.5M
31,802
增持
USRT
ISHARES TR
+$1.4M
128,150
+19%
减持
GBIL
GOLDMAN SACHS ETF TR
-$1.4M
29,662
-32%
增持
IEI
ISHARES TR
+$1.3M
196,711
+7%
建仓
WMT
WALMART INC
+$1.3M
10,642
减持
IXUS
ISHARES TR
-$1.3M
35,130
-31%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.2M
141,625
+12%
清仓
JCPB
J P MORGAN EXCHANGE TRADED F
-$1.2M
0
-100%
增持
—
EXXON MOBIL CORP
+$1.2M
14,280
+35%
增持
EEM
ISHARES TR
+$1.1M
54,414
+53%
增持
FNDX
SCHWAB STRATEGIC TR
+$1.1M
166,819
+27%
增持
SPEM
SPDR INDEX SHS FDS
+$955.0K
62,909
+48%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$933.7K
34,546
-13%
减持
SCHB
SCHWAB STRATEGIC TR
-$903.9K
157,286
-15%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$864.8K
37,934
-31%
增持
NVDA
NVIDIA CORPORATION
-$838.4K
84,041
+1%
建仓
XLRE
SELECT SECTOR SPDR TR
+$768.6K
18,824
增持
AAPL
APPLE INC
+$759.9K
34,917
+17%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$715.3K
49,652
-21%
建仓
DYNF
BLACKROCK ETF TRUST
+$680.0K
11,688
建仓
VTIP
VANGUARD MALVERN FDS
+$676.3K
13,539
增持
IJH
ISHARES TR
+$664.0K
74,414
+13%
清仓
VTEB
VANGUARD MUN BD FDS
-$643.1K
0
-100%
增持
MPLX
MPLX LP
+$622.9K
153,993
+1%
减持
SCHF
SCHWAB STRATEGIC TR
-$617.6K
240,948
-12%
增持
SHM
SPDR SERIES TRUST
+$593.6K
36,205
+53%
清仓
BAC
BANK AMERICA CORP
-$565.7K
0
-100%
减持
PHDG
INVESCO ACTIVELY MANAGED EXC
-$533.1K
63,604
-19%
增持
MINT
PIMCO ETF TR
+$532.7K
22,850
+30%
增持
ITOT
ISHARES TR
+$481.5K
41,262
+14%
增持
SNDR
SCHNEIDER NATIONAL INC
-$453.4K
6,100,413
+0%
建仓
BKAG
BNY MELLON ETF TRUST
+$452.3K
10,718
减持
IAU
ISHARES GOLD TR
+$402.8K
85,625
-3%
增持
SDY
SPDR SERIES TRUST
+$400.3K
25,272
+7%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$399.3K
96,497
+17%
建仓
FIGR
FIGURE TECHNOLOGY SOLUTIO
+$396.7K
11,685
增持
HEGD
LISTED FDS TR
+$390.7K
764,899
+4%
清仓
QID
PROSHARES TR
-$383.8K
0
-100%
增持
EMB
ISHARES TR
+$367.3K
30,469
+18%
建仓
—
PROSHARES TR II
+$337.9K
40,608
增持
CGGE
CAPITAL GROUP GLOBAL EQUITY
+$333.3K
90,826
+18%
建仓
ROAM
LATTICE STRATEGIES TR
+$318.8K
10,282
建仓
WEAT
TEUCRIUM COMMODITY TR
+$314.8K
13,357
增持
VZ
VERIZON COMMUNICATIONS INC
+$283.0K
14,596
+32%
减持
GOVT
ISHARES TR
-$281.8K
139,489
-8%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$278.7K
54,720
+16%
增持
PULS
PGIM ETF TR
+$273.6K
28,541
+24%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$250.8K
14,481
增持
T
AT&T INC
+$242.4K
21,834
+39%
减持
SCHV
SCHWAB STRATEGIC TR
-$240.3K
15,166
-36%
建仓
ETHA
ISHARES ETHEREUM TR
+$237.4K
15,000
增持
VPU
VANGUARD WORLD FD
+$231.7K
14,299
+2%
建仓
XRPZ
FRANKLIN XRP TRUST
+$219.7K
15,061
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$218.5K
53,049
+20%
清仓
BSCS
INVESCO EXCH TRD SLF IDX FD
-$214.6K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
-$213.4K
10,318
+2%
清仓
BSCR
INVESCO EXCH TRD SLF IDX FD
-$205.2K
0
-100%
增持
DYFI
ETF OPPORTUNITIES TRUST
+$201.7K
253,946
+5%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$191.3K
40,989
+22%
增持
OCIO
ETF SER SOLUTIONS
+$177.3K
142,419
+6%
增持
CGGR
CAPITAL GROUP GROWTH ETF
-$174.9K
73,032
+4%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$173.6K
25,762
+7%
增持
TLTW
ISHARES TR
+$172.8K
34,058
+29%
增持
PIZ
INVESCO EXCH TRADED FD TR II
+$162.6K
36,704
+9%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$128.5K
33,699
+22%
增持
SCHD
SCHWAB STRATEGIC TR
+$127.7K
33,192
+2%
减持
SPSM
SPDR SERIES TRUST
-$126.3K
24,686
-12%
减持
SPMD
SPDR SERIES TRUST
-$118.0K
27,100
-9%
增持
ET
ENERGY TRANSFER L P
+$107.6K
35,445
+1%
增持
SCHG
SCHWAB STRATEGIC TR
-$106.2K
31,668
+0%
增持
QDPL
PACER FDS TR
+$90.7K
20,072
+19%
增持
CGMM
CAPITAL GROUP EQUITY ETF TR
+$87.1K
42,129
+6%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$84.9K
20,148
-10%
增持
TSLG
THEMES ETF TR
-$76.3K
34,000
+13%
增持
DBMF
LITMAN GREGORY FDS TR
+$75.7K
27,210
+3%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$72.9K
11,920
-11%
增持
VB
VANGUARD INDEX FDS
+$70.0K
13,973
+0%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$47.5K
26,835
+7%
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$40.0K
23,638
+7%
增持
BKDV
BNY MELLON ETF TRUST II
+$36.2K
16,777
+6%
减持
KMLM
KRANESHARES TRUST
-$32.3K
13,470
-15%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$28.6K
64,265
+6%
减持
SCMB
SCHWAB STRATEGIC TR
-$23.4K
23,595
-3%
减持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$16.9K
11,432
-5%
减持
VNQ
VANGUARD INDEX FDS
+$5.8K
32,069
-0%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$2.9K
62,762
+4%
