BLVD Private Wealth, LLC

报告期 2026-03-31 · CIK 2079537

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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 76 项建仓 8增持 21减持 42清仓 5

方向

标的

Δ市值

现股数(环比)

建仓

PBFR PGIM ROCK ETF TR

+$3.2M

111,507

增持

— TRANE TECHNOLOGIES PLC

+$2.7M

63,605 +15%

减持

HELO J P MORGAN EXCHANGE TRADED F

-$1.7M

7,589 -79%

清仓

— GLOBAL X FDS

-$1.3M

0 -100%

增持

IBUF INNOVATOR ETFS TRUST

+$767.1K

90,427 +39%

建仓

CTEC GLOBAL X FDS

+$727.1K

14,472

增持

SCHR SCHWAB STRATEGIC TR

+$620.4K

212,723 +13%

增持

HFXI NEW YORK LIFE INVESTMENTS ET

+$536.8K

31,163 +114%

增持

AVUS AMERICAN CENTY ETF TR

+$492.5K

45,003 +3%

增持

AVDE AMERICAN CENTY ETF TR

+$492.3K

61,609 +4%

减持

GTO INVESCO ACTIVELY MANAGED EXC

-$465.1K

6,973 -59%

增持

RSSB TIDAL TRUST II

+$452.4K

195,249 +1%

增持

EBUF INNOVATOR ETFS TRUST

+$443.6K

51,513 +41%

增持

UPS UNITED PARCEL SERVICE INC

+$422.2K

22,765 +55%

增持

VTV VANGUARD INDEX FDS

+$372.5K

6,334 +38%

建仓

BALT INNOVATOR ETFS TRUST

+$310.7K

9,468

增持

QQQM INVESCO EXCH TRADED FD TR II

+$269.3K

4,807 +19%

减持

AAPL APPLE INC

+$266.9K

5,399 -0%

建仓

GCOW PACER FDS TR

+$259.3K

6,544

清仓

QLD PROSHARES TR

-$233.1K

0 -100%

清仓

BNOV INNOVATOR ETFS TRUST

-$220.0K

0 -100%

减持

ICLN ISHARES TR

-$217.0K

20,229 -50%

减持

NVDA NVIDIA CORPORATION

+$216.3K

8,815 -2%

建仓

DSI ISHARES TR

+$208.7K

1,657

建仓

GOOGL ALPHABET INC

+$207.8K

855

清仓

SCHO SCHWAB STRATEGIC TR

-$205.8K

0 -100%

建仓

SHOP SHOPIFY INC

+$203.7K

1,371

建仓

AXP AMERICAN EXPRESS CO

+$202.3K

609

清仓

BINC BLACKROCK ETF TRUST II

-$200.2K

0 -100%

增持

AVRE AMERICAN CENTY ETF TR

+$190.1K

43,046 +10%

增持

AVEM AMERICAN CENTY ETF TR

+$181.7K

22,145 +2%

减持

LIT GLOBAL X FDS

+$162.7K

32,398 -26%

减持

GOOG ALPHABET INC

+$151.2K

2,792 -6%

减持

SMH VANECK ETF TRUST

+$140.9K

12,536 -12%

增持

AVGO BROADCOM INC

+$137.2K

2,416 +1%

减持

QQQ INVESCO QQQ TR

+$136.0K

4,988 -4%

减持

ARKF ARK ETF TR

-$126.3K

21,017 -20%

增持

JEPQ J P MORGAN EXCHANGE TRADED F

+$118.2K

11,901 +14%

减持

SPY SPDR S&P 500 ETF TR

+$108.6K

3,705 -3%

减持

SCHG SCHWAB STRATEGIC TR

+$101.1K

65,796 -4%

减持

JTEK J P MORGAN EXCHANGE TRADED F

-$96.0K

20,169 -13%

减持

DIA SPDR DOW JONES INDL AVERAGE

+$90.9K

5,367 -1%

减持

IAPR INNOVATOR ETFS TRUST

-$86.8K

7,098 -31%

减持

XBJL INNOVATOR ETFS TRUST

-$75.4K

5,660 -29%

减持

HON HONEYWELL INTL INC

-$74.7K

3,076 -1%

增持

MSFT MICROSOFT CORP

+$74.5K

3,169 +1%

增持

— INNOVATOR ETFS TRUST

+$65.8K

13,219 +26%

减持

BUFB INNOVATOR ETFS TRUST

-$62.5K

6,060 -26%

增持

SCHD SCHWAB STRATEGIC TR

+$54.8K

50,800 +1%

减持

IYW ISHARES TR

+$50.3K

3,800 -5%

增持

KLIP KRANESHARES TRUST

+$47.0K

10,429 +12%

减持

AMZN AMAZON COM INC

-$40.5K

4,052 -4%

减持

KBUF KRANESHARES TRUST

+$37.9K

66,264 -10%

减持

QTOC INNOVATOR ETFS TRUST

-$36.6K

7,186 -17%

减持

NOW SERVICENOW INC

-$29.5K

226 -2%

减持

AVLC AMERICAN CENTY ETF TR

-$27.4K

2,687 -18%

减持

V VISA INC

-$25.7K

713 -6%

减持

— SPOTIFY TECHNOLOGY S A

-$24.7K

312 -1%

减持

— ASML HOLDING N V

+$24.6K

234 -7%

增持

SE SEA LTD

+$24.2K

1,256 +0%

减持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$22.8K

1,123 -13%

减持

COST COSTCO WHSL CORP NEW

-$21.9K

232 -3%

减持

MA MASTERCARD INCORPORATED

-$17.2K

437 -8%

减持

XLK SELECT SECTOR SPDR TR

+$16.1K

1,430 -6%

减持

IVV ISHARES TR

+$15.7K

452 -2%

减持

TGRW T ROWE PRICE ETF INC

+$15.2K

6,718 -3%

减持

META META PLATFORMS INC

-$15.2K

711 -2%

增持

BUFF INNOVATOR ETFS TRUST

+$14.0K

6,626 +1%

减持

SLYG SPDR SERIES TRUST

+$9.0K

3,112 -3%

减持

— FERRARI N V

-$6.6K

492 -2%

减持

RSP INVESCO EXCHANGE TRADED FD T

+$3.6K

1,120 -3%

减持

THNQ EXCHANGE TRADED CONCEPTS TRU

-$2.6K

9,987 -14%

减持

SPYX SPDR SERIES TRUST

-$2.0K

10,013 -7%

减持

HLAL LISTED FDS TR

-$1.5K

4,604 -10%

减持

AVUV AMERICAN CENTY ETF TR

-$593

2,091 -9%

减持

NOCT INNOVATOR ETFS TRUST

+$452

5,523 -4%

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。