BLVD Private Wealth, LLC

报告期 2026-03-31 · CIK 0002079537

持仓数

前50大市值合计

$111.7M

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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 71 项建仓 8增持 11减持 39清仓 13

方向

标的

Δ市值

现股数(环比)

减持

SCHR SCHWAB STRATEGIC TR

-$5.6M

11,798 -95%

建仓

BWZ SPDR SERIES TRUST

+$5.6M

207,973

建仓

HARD SIMPLIFY EXCHANGE TRADED FUN

+$2.4M

66,808

减持

— TRANE TECHNOLOGIES PLC

+$1.7M

63,372 -0%

建仓

AIA ISHARES TR

+$1.4M

12,757

建仓

FIW FIRST TR EXCHANGE-TRADED FD

+$1.3M

12,523

增持

PBFR PGIM ROCK ETF TR

+$1.2M

195,442 +29%

减持

LIT GLOBAL X FDS

-$1.1M

11,886 -60%

减持

HFXI NEW YORK LIFE INVESTMENTS ET

-$771.4K

8,032 -75%

减持

RSSB TIDAL TRUST II

-$690.1K

173,110 -10%

增持

CTEC GLOBAL X FDS

+$643.8K

23,012 +75%

清仓

THNQ EXCHANGE TRADED CONCEPTS TRU

-$624.3K

0 -100%

减持

SMH VANECK ETF TRUST

-$510.8K

10,038 -17%

减持

MSFT MICROSOFT CORP

-$507.8K

2,660 -14%

减持

UPS UNITED PARCEL SVCS INC

-$465.0K

18,057 -20%

减持

AVUS AMERICAN CENTY ETF TR

-$428.3K

40,254 -8%

减持

DIA STATE STR SPDR DOW JONES IND

-$367.8K

4,657 -11%

建仓

SGOL ETFS GOLD TR

+$366.6K

8,215

增持

IBUF INNOVATOR ETFS TRUST

+$359.5K

105,099 +12%

清仓

XLK SELECT SECTOR SPDR TR

-$342.9K

0 -100%

减持

QQQ INVESCO QQQ TR

-$299.6K

4,579 -4%

增持

VTV VANGUARD INDEX FDS

+$289.2K

8,595 +17%

清仓

NOCT INNOVATOR ETFS TRUST

-$255.8K

0 -100%

建仓

GLTR ABRDN PRECIOUS METALS BASKET

+$250.7K

1,146

清仓

TSLA TESLA INC

-$244.2K

0 -100%

清仓

V VISA INC

-$243.4K

0 -100%

清仓

IEF ISHARES TR

-$241.3K

0 -100%

增持

QQQM INVESCO EXCH TRADED FD TR II

+$235.2K

6,365 +26%

清仓

MA MASTERCARD INCORPORATED

-$229.5K

0 -100%

清仓

SHOP SHOPIFY INC

-$228.3K

0 -100%

减持

SCHG SCHWAB STRATEGIC TR

-$227.6K

63,667 -0%

清仓

AXP AMERICAN EXPRESS CO

-$225.3K

0 -100%

减持

AAPL APPLE INC

-$220.5K

4,756 -9%

减持

ARKF ARK ETF TR

-$218.7K

20,410 -2%

清仓

DSI ISHARES TR

-$209.3K

0 -100%

清仓

RSP INVESCO EXCHANGE TRADED FD T

-$209.2K

0 -100%

建仓

VYMI VANGUARD WHITEHALL FDS

+$205.3K

2,178

清仓

AVLC AMERICAN CENTY ETF TR

-$204.1K

0 -100%

清仓

BUFB INNOVATOR ETFS TRUST

-$203.7K

0 -100%

建仓

COST COSTCO WHOLESALE CORPORATION

+$203.3K

204

减持

AMZN AMAZON COM INC

-$179.8K

3,615 -11%

增持

AVDE AMERICAN CENTY ETF TR

+$170.0K

62,207 +0%

减持

NVDA NVIDIA CORPORATION

-$169.2K

8,266 -4%

减持

SPY STATE STR SPDR S&P 500 ETF T

-$165.4K

3,596 -2%

增持

EBUF INNOVATOR ETFS TRUST

+$155.5K

59,189 +7%

减持

GOOG ALPHABET INC

-$125.8K

2,423 -7%

增持

ICLN ISHARES TR

+$122.1K

24,783 +23%

减持

IYW ISHARES TR

-$112.2K

3,564 -6%

减持

AVGO BROADCOM INC

-$100.4K

2,357 -2%

减持

JEPQ J P MORGAN EXCHANGE TRADED F

-$98.7K

10,851 -10%

减持

AVEM AMERICAN CENTY ETF TR

-$96.2K

20,107 -10%

减持

META META PLATFORMS INC

-$80.8K

649 -5%

减持

SLYG SPDR SERIES TRUST

-$74.8K

2,125 -29%

增持

KBUF KRANESHARES TRUST

-$66.6K

67,232 +5%

减持

SCHD SCHWAB STRATEGIC TR

+$63.6K

48,869 -7%

减持

SPYX SPDR SERIES TRUST

-$53.7K

7,615 -6%

增持

JTEK J P MORGAN EXCHANGE TRADED F

-$53.5K

21,939 +10%

减持

— ASML HLDG NV

+$48.2K

226 -3%

减持

HELO J P MORGAN EXCHANGE TRADED F

-$44.4K

6,729 -6%

减持

GOOGL ALPHABET INC

-$41.0K

724 -9%

减持

TGRW T ROWE PRICE ETF INC

-$40.1K

6,612 -1%

增持

KLIP KRANESHARES TRUST

-$37.8K

11,406 +3%

减持

GCOW PACER FDS TR

+$20.8K

6,712 -4%

减持

IR INGERSOLL RAND INC

-$19.9K

86,993 -1%

减持

HLAL LISTED FDS TR

-$19.1K

4,532 -2%

减持

IVV ISHARES TR

-$15.2K

458 -0%

减持

AVRE AMERICAN CENTY ETF TR

-$7.7K

41,801 -2%

减持

BALT INNOVATOR ETFS TRUST

-$6.6K

9,564 -2%

减持

TSM TAIWAN SEMICONDUCTOR MANUFAC

+$5.7K

988 -9%

减持

VEA VANGUARD TAX-MANAGED FDS

+$2.1K

3,255 -2%

减持

AVUV AMERICAN CENTY ETF TR

+$1.2K

1,952 -7%

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。