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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 72 项建仓 4增持 19减持 38清仓 11

方向

标的

Δ市值

现股数(环比)

增持

PBFR PGIM ROCK ETF TR

+$1.2M

151,889 +36%

增持

SCHR SCHWAB STRATEGIC TR

+$563.4K

235,611 +11%

减持

UPS UNITED PARCEL SERVICE INC

+$339.9K

22,598 -1%

减持

KBUF KRANESHARES TRUST

-$336.5K

63,988 -3%

清仓

GTO INVESCO ACTIVELY MANAGED EXC

-$331.3K

0 -100%

清仓

BUFF INNOVATOR ETFS TRUST

-$323.7K

0 -100%

清仓

— INNOVATOR ETFS TRUST

-$315.7K

0 -100%

减持

IR INGERSOLL RAND INC

-$301.0K

88,233 -0%

减持

SMH VANECK ETF TRUST

+$268.1K

12,105 -3%

增持

AVDE AMERICAN CENTY ETF TR

+$246.7K

62,046 +1%

建仓

TSLA TESLA INC

+$244.2K

543

建仓

IEF ISHARES TR

+$241.3K

2,509

清仓

QTOC INNOVATOR ETFS TRUST

-$238.8K

0 -100%

清仓

— FERRARI N V

-$238.7K

0 -100%

清仓

SE SEA LTD

-$224.5K

0 -100%

清仓

— SPOTIFY TECHNOLOGY S A

-$217.8K

0 -100%

增持

VTV VANGUARD INDEX FDS

+$215.9K

7,315 +15%

清仓

COST COSTCO WHSL CORP NEW

-$214.7K

0 -100%

建仓

SCMB SCHWAB STRATEGIC TR

+$213.8K

8,301

清仓

IAPR INNOVATOR ETFS TRUST

-$213.4K

0 -100%

清仓

XBJL INNOVATOR ETFS TRUST

-$211.9K

0 -100%

清仓

NOW SERVICENOW INC

-$208.0K

0 -100%

建仓

VEA VANGUARD TAX-MANAGED FDS

+$206.5K

3,306

减持

ARKF ARK ETF TR

-$199.3K

20,879 -1%

增持

IBUF INNOVATOR ETFS TRUST

+$166.7K

93,842 +4%

减持

MSFT MICROSOFT CORP

-$148.9K

3,086 -3%

增持

EBUF INNOVATOR ETFS TRUST

+$143.2K

55,397 +8%

减持

GOOG ALPHABET INC

+$140.9K

2,616 -6%

减持

VV VANGUARD INDEX FDS

-$106.7K

1,085 -25%

减持

RSSB TIDAL TRUST II

-$101.7K

192,050 -2%

减持

LIT GLOBAL X FDS

+$93.8K

29,843 -8%

减持

SPYX SPDR SERIES TRUST

-$91.7K

8,142 -19%

增持

QQQM INVESCO EXCH TRADED FD TR II

+$89.3K

5,050 +5%

增持

HFXI NEW YORK LIFE INVESTMENTS ET

+$74.8K

32,085 +3%

减持

META META PLATFORMS INC

-$70.0K

685 -4%

减持

AVRE AMERICAN CENTY ETF TR

-$66.9K

42,448 -1%

增持

XLK SELECT SECTOR SPDR TR

-$60.1K

2,382 +67%

减持

NOCT INNOVATOR ETFS TRUST

-$57.9K

4,417 -20%

减持

JTEK J P MORGAN EXCHANGE TRADED F

-$56.4K

19,968 -1%

增持

AVEM AMERICAN CENTY ETF TR

+$53.1K

22,285 +1%

减持

AAPL APPLE INC

+$52.6K

5,250 -3%

减持

QQQ INVESCO QQQ TR

-$52.1K

4,790 -4%

增持

SCHD SCHWAB STRATEGIC TR

+$48.9K

52,342 +3%

减持

AMZN AMAZON COM INC

+$43.0K

4,041 -0%

减持

GOOGL ALPHABET INC

+$41.3K

796 -7%

减持

DIA SPDR DOW JONES INDL AVERAGE

+$36.0K

5,254 -2%

减持

SPY SPDR S&P 500 ETF TR

+$35.8K

3,672 -1%

减持

NVDA NVIDIA CORPORATION

-$33.9K

8,637 -2%

减持

AVGO BROADCOM INC

+$32.9K

2,398 -1%

增持

GCOW PACER FDS TR

+$30.3K

7,024 +7%

减持

CTEC GLOBAL X FDS

-$28.9K

13,149 -9%

增持

SHOP SHOPIFY INC

+$24.5K

1,418 +3%

减持

MA MASTERCARD INCORPORATED

-$19.1K

402 -8%

减持

HELO J P MORGAN EXCHANGE TRADED F

-$18.8K

7,142 -6%

减持

ICLN ISHARES TR

+$18.1K

20,159 -0%

减持

SCHG SCHWAB STRATEGIC TR

-$17.3K

63,833 -3%

增持

JEPQ J P MORGAN EXCHANGE TRADED F

+$16.6K

12,063 +1%

增持

BALT INNOVATOR ETFS TRUST

+$15.9K

9,748 +3%

减持

THNQ EXCHANGE TRADED CONCEPTS TRU

-$15.3K

9,833 -2%

增持

HLAL LISTED FDS TR

+$14.8K

4,642 +1%

减持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$14.6K

1,080 -4%

减持

SLYG SPDR SERIES TRUST

-$13.4K

2,974 -4%

减持

BUFB INNOVATOR ETFS TRUST

-$12.9K

5,559 -8%

增持

KLIP KRANESHARES TRUST

-$12.2K

11,031 +6%

减持

AVUS AMERICAN CENTY ETF TR

+$12.0K

43,870 -3%

增持

IVV ISHARES TR

+$11.9K

459 +2%

增持

AVUV AMERICAN CENTY ETF TR

+$6.3K

2,103 +1%

减持

RSP INVESCO EXCHANGE TRADED FD T

-$3.3K

1,092 -3%

减持

TGRW T ROWE PRICE ETF INC

+$1.9K

6,692 -0%

减持

AVLC AMERICAN CENTY ETF TR

-$1.5K

2,596 -3%

减持

DSI ISHARES TR

+$650

1,625 -2%

减持

V VISA INC

-$11

694 -3%

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。