Blue Edge Capital, LLC
RICHMOND VA · SEC CIK 0001599620
$7.53亿2026Q1 申报市值
134持仓数
46.4%前十大占比 · 第一大 8.5%
12 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AVEM 新建仓+$1,155.36万
IEUR 加仓+$424.68万
SPDR S&P Midcap 加仓+$347.44万
JMBS 加仓+$274.29万
AAPL 加仓+$272.32万
2026Q1 卖出最多 按季末市值估算
IEMG 减仓-$688.38万
QQQM 减仓-$447.44万
MA 清仓-$410.86万
VWO 减仓-$273.93万
MGV 减仓-$250.02万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MA | Mastercard Inc. | $0 | 0.00% | 0 | -7,197 | -100.0% | -$410.86万 | 清仓 |
| TFLO | ISHARES TRUST TRS FLT RT BD ET | $0 | 0.00% | 0 | -13,521 | -100.0% | -$68.23万 | 清仓 |
| BOND | Pimco Exch Traded Fund | $0 | 0.00% | 0 | -2,832 | -100.0% | -$26.36万 | 清仓 |
| MS | Morgan Stanley | $20.01万 | 0.03% | 1,216 | -104 | -7.9% | -$1.71万 | 减仓 |
| ADI | ANALOG DEVICES INC | $20.14万 | 0.03% | 633 | 633 | — | $20.14万 | 新建仓 |
| SCHW | CHARLES SCHWAB CORP | $20.66万 | 0.03% | 2,198 | 2,198 | — | $20.66万 | 新建仓 |
| MO | Altria Group Inc | $20.88万 | 0.03% | 3,164 | 3,164 | — | $20.88万 | 新建仓 |
| — | Honeywell International | $22.06万 | 0.03% | 976 | 976 | — | $22.06万 | 新建仓 |
| DE | Deere & Co | $22.48万 | 0.03% | 399 | 399 | — | $22.48万 | 新建仓 |
| TSLA | Tesla Motors Inc | $22.60万 | 0.03% | 608 | 6 | 1.0% | $2,230 | 加仓 |
| VGT | Vanguard Information | $22.89万 | 0.03% | 328 | 30 | 10.1% | $2.09万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS NV | $23.09万 | 0.03% | 1,173 | -90 | -7.1% | -$1.77万 | 减仓 |
| PFE | Pfizer Inc | $25.90万 | 0.03% | 9,225 | 711 | 8.4% | $2.00万 | 加仓 |
| — | Lab Cp Of Amer Hldg New | $26.68万 | 0.04% | 1,000 | 1,000 | — | $26.68万 | 新建仓 |
| VB | Vanguard Small Cap | $27.19万 | 0.04% | 1,038 | -9 | -0.9% | -$2,357 | 减仓 |
| IBIT | iShares Bitcoin Trust ETF | $27.21万 | 0.04% | 7,083 | 1,348 | 23.5% | $5.18万 | 加仓 |
| MSCI | MSCI Inc. | $27.38万 | 0.04% | 508 | 0 | 0.0% | — | 不变 |
| KMX | CarMax Inc | $30.35万 | 0.04% | 7,300 | 7,300 | — | $30.35万 | 新建仓 |
| EPD | Enterprise Products Lp | $31.41万 | 0.04% | 8,300 | 8,300 | — | $31.41万 | 新建仓 |
| IVV | iShares Core S&P 500 | $34.23万 | 0.05% | 524 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $34.31万 | 0.05% | 296 | 0 | 0.0% | — | 不变 |
| VRSK | Verisk Analytics Inc | $34.33万 | 0.05% | 1,809 | -12 | -0.7% | -$2,277 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE | $34.52万 | 0.05% | 1,748 | 0 | 0.0% | — | 不变 |
| IEI | Ishares 3-7 Year Trery | $34.68万 | 0.05% | 2,924 | -1,997 | -40.6% | -$23.68万 | 减仓 |
| SUSC | iShares ESG USD Corporate Bond | $35.91万 | 0.05% | 15,519 | -10,233 | -39.7% | -$23.68万 | 减仓 |
| VT | Vanguard Total World Stock Ind | $38.16万 | 0.05% | 2,759 | -3,693 | -57.2% | -$51.07万 | 减仓 |
| BBJP | JPMorgan BetaBuilders Japan ET | $40.34万 | 0.05% | 5,854 | 0 | 0.0% | — | 不变 |
| HSY | Hershey Company | $41.85万 | 0.06% | 2,013 | 0 | 0.0% | — | 不变 |
| — | Marvell Technology Group | $42.11万 | 0.06% | 4,251 | 815 | 23.7% | $8.07万 | 加仓 |
| SBUX | Starbucks Corp | $42.41万 | 0.06% | 4,734 | 0 | 0.0% | — | 不变 |
| PG | Procter & Gamble Co | $42.87万 | 0.06% | 2,968 | 0 | 0.0% | — | 不变 |
| — | Tortoise Egy Infrastruct | $43.00万 | 0.06% | 8,625 | 8,625 | — | $43.00万 | 新建仓 |
| CME | Cme Group Inc | $45.96万 | 0.06% | 1,556 | 0 | 0.0% | — | 不变 |
| — | MARTIN MARIETTA MATERIALS INC | $46.09万 | 0.06% | 783 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN | $46.52万 | 0.06% | 13,875 | 13,875 | — | $46.52万 | 新建仓 |
| AGG | iShares Barclays Aggregate Bon | $53.13万 | 0.07% | 5,352 | 570 | 11.9% | $5.66万 | 加仓 |
| MCO | Moody's Corp | $54.36万 | 0.07% | 1,246 | -4,147 | -76.9% | -$180.91万 | 减仓 |
| WMS | ADVANCED DRAINAGE SYSTEMS INC | $55.02万 | 0.07% | 4,012 | 0 | 0.0% | — | 不变 |
| IJH | Ishares Core S&P Etf | $57.54万 | 0.08% | 8,520 | 435 | 5.4% | $2.94万 | 加仓 |
| ORCL | Oracle Corp | $58.84万 | 0.08% | 4,000 | -1,033 | -20.5% | -$15.20万 | 减仓 |
| PM | Philip Morris Intl | $59.03万 | 0.08% | 3,570 | 30 | 0.8% | $4,961 | 加仓 |
| AVGO | BROADCOM LTD | $59.27万 | 0.08% | 1,915 | 49 | 2.6% | $1.52万 | 加仓 |
| PSX | Phillips | $60.15万 | 0.08% | 3,302 | 0 | 0.0% | — | 不变 |
| LOW | Lowes Cos Inc | $61.34万 | 0.08% | 2,596 | 1,070 | 70.1% | $25.28万 | 加仓 |
| IEFA | iShares Core MSCI EAFE | $61.43万 | 0.08% | 6,786 | 1,123 | 19.8% | $10.17万 | 加仓 |
| — | Blue Ridge Bankshares Inc | $64.06万 | 0.09% | 152,514 | 0 | 0.0% | — | 不变 |
| ISRG | Intuitive Surgical Inc | $68.55万 | 0.09% | 1,487 | 8 | 0.5% | $3,688 | 加仓 |
| XBI | Spdr S&P Biotech Etf | $68.68万 | 0.09% | 5,377 | 0 | 0.0% | — | 不变 |
| ABT | Abbott Laboratories | $69.09万 | 0.09% | 6,729 | 5 | 0.1% | $513 | 加仓 |
| CVX | Chevron Corp New Com | $70.82万 | 0.09% | 3,423 | 132 | 4.0% | $2.73万 | 加仓 |
| AMGN | Amgen Incorporated | $74.38万 | 0.10% | 2,114 | 4 | 0.2% | $1,407 | 加仓 |
| IJR | Ishares Core S&P Small | $75.36万 | 0.10% | 6,062 | 4,037 | 199.4% | $50.19万 | 加仓 |
| DIS | Disney Walt Co | $83.76万 | 0.11% | 8,690 | -152 | -1.7% | -$1.47万 | 减仓 |
| NSC | Norfolk Southern Corp. | $85.78万 | 0.11% | 2,989 | 1,489 | 99.3% | $42.73万 | 加仓 |
| SPYM | State Street SPDR Port S&P 5 | $86.53万 | 0.11% | 11,305 | 2,507 | 28.5% | $19.19万 | 加仓 |
| IWV | iShares Russell 3000 | $86.89万 | 0.12% | 2,344 | 0 | 0.0% | — | 不变 |
| MCD | McDonalds Corp | $89.60万 | 0.12% | 2,883 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP CLASS A | $94.18万 | 0.13% | 7,454 | -654 | -8.1% | -$8.26万 | 减仓 |
| NUE | Nucor Corp | $94.70万 | 0.13% | 5,600 | 0 | 0.0% | — | 不变 |
| KO | Coca Cola Co | $96.80万 | 0.13% | 12,728 | -1,551 | -10.9% | -$11.80万 | 减仓 |
| COP | ConocoPhillips | $99.68万 | 0.13% | 7,551 | 1,350 | 21.8% | $17.82万 | 加仓 |
| BRK/B | Berkshire Hathaway B New | $104.27万 | 0.14% | 2,176 | 218 | 11.1% | $10.45万 | 加仓 |
| BAC | Bank of America Corp | $105.69万 | 0.14% | 21,680 | -16,200 | -42.8% | -$78.97万 | 减仓 |
| D | Dominion Res Inc Va New Com | $108.35万 | 0.14% | 17,527 | 1,827 | 11.6% | $11.29万 | 加仓 |
| ESML | Ishrs Msci Usa Sml Cp | $108.95万 | 0.14% | 23,172 | 249 | 1.1% | $1.17万 | 加仓 |
| NVDA | Nvidia Corp | $112.00万 | 0.15% | 6,422 | 1,166 | 22.2% | $20.34万 | 加仓 |
| MMM | 3M Co | $116.18万 | 0.15% | 8,000 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR Port S&P 1500 Comps Stk M | $131.87万 | 0.18% | 16,679 | -7 | -0.0% | -$553 | 减仓 |
| ABBV | Abbvie Inc | $147.10万 | 0.20% | 6,764 | 390 | 6.1% | $8.48万 | 加仓 |
| GS | Goldman Sachs Group Inc | $187.47万 | 0.25% | 2,216 | 2,216 | — | $187.47万 | 新建仓 |
| VCSH | Vanguard Short Term Corp Bond | $188.04万 | 0.25% | 23,721 | 8,078 | 51.6% | $64.03万 | 加仓 |
| SHY | iShares Barclays 1-3 Year Trea | $188.25万 | 0.25% | 22,798 | 7,749 | 51.5% | $63.98万 | 加仓 |
| — | PowerShares QQQ Trust Unit Ser | $196.56万 | 0.26% | 3,406 | -43 | -1.2% | -$2.48万 | 减仓 |
| — | General Electric Co | $196.68万 | 0.26% | 6,931 | 0 | 0.0% | — | 不变 |
| STIP | Ishares 0-5 Year Tips | $198.41万 | 0.26% | 19,183 | 6,300 | 48.9% | $65.16万 | 加仓 |
| IBM | Intl Business Machines | $201.57万 | 0.27% | 8,316 | 1,551 | 22.9% | $37.59万 | 加仓 |
| MKL | Markel Corp | $213.23万 | 0.28% | 1,114 | 780 | 233.5% | $149.30万 | 加仓 |
| — | Merck & Co Inc | $227.24万 | 0.30% | 18,891 | 837 | 4.6% | $10.07万 | 加仓 |
| GOVT | iShares US Treasury Bond | $236.56万 | 0.31% | 103,256 | 4,064 | 4.1% | $9.31万 | 加仓 |
| ESGE | Ishares Msci Em Esg | $239.66万 | 0.32% | 52,708 | 99 | 0.2% | $4,502 | 加仓 |
| NEU | NEWMARKET CORP | $322.91万 | 0.43% | 5,038 | -16 | -0.3% | -$1.03万 | 减仓 |
| QQQM | Invesco NASDAQ 100 ETF | $323.16万 | 0.43% | 13,600 | -18,830 | -58.1% | -$447.44万 | 减仓 |
| IXUS | iShares Core MSCI Total Intl S | $354.68万 | 0.47% | 40,937 | 1,000 | 2.5% | $8.66万 | 加仓 |
| PFFD | Global X US Preferred ETF | $370.70万 | 0.49% | 201,465 | 7,718 | 4.0% | $14.20万 | 加仓 |
| JSI | Janus Henderson Securitized In | $372.19万 | 0.49% | 72,200 | 2,584 | 3.7% | $13.32万 | 加仓 |
| IJT | iShares S&P Small-Cap 600 Grow | $386.51万 | 0.51% | 26,709 | 5,951 | 28.7% | $86.12万 | 加仓 |
| C | Citigroup Inc New | $389.86万 | 0.52% | 34,376 | 160 | 0.5% | $1.81万 | 加仓 |
| — | Mkt Vctrs J P Mrgn Em | $417.39万 | 0.55% | 166,226 | 3,054 | 1.9% | $7.67万 | 加仓 |
| BA | Boeing Co | $422.94万 | 0.56% | 21,250 | 272 | 1.3% | $5.41万 | 加仓 |
| ESGD | Ishares Msci Eafe Esg | $441.60万 | 0.59% | 46,183 | -33 | -0.1% | -$3,155 | 减仓 |
| ALB | Albemarle Corp | $447.16万 | 0.59% | 24,907 | -594 | -2.3% | -$10.66万 | 减仓 |
| BLK | Blackrock Inc | $452.87万 | 0.60% | 4,709 | 25 | 0.5% | $2.40万 | 加仓 |
| JNJ | Johnson & Johnson | $453.03万 | 0.60% | 18,533 | 2,029 | 12.3% | $49.60万 | 加仓 |
| UNH | Unitedhealth Group Inc | $454.14万 | 0.60% | 16,783 | -30 | -0.2% | -$8,118 | 减仓 |
| IJS | Ishares S&P Small Cap | $471.18万 | 0.63% | 39,779 | 7,986 | 25.1% | $94.59万 | 加仓 |
| VTI | Vanguard Total Stock Market ET | $487.33万 | 0.65% | 15,191 | 778 | 5.4% | $24.96万 | 加仓 |
| VGK | Vanguard European | $512.82万 | 0.68% | 62,213 | 4,935 | 8.6% | $40.68万 | 加仓 |
| HD | Home Depot Inc | $526.60万 | 0.70% | 16,011 | 67 | 0.4% | $2.20万 | 加仓 |
| — | SPDR S&P Midcap 400 | $531.42万 | 0.71% | 8,616 | 5,633 | 188.8% | $347.44万 | 加仓 |
| — | JPMorgan BetaBuilders Canada E | $572.20万 | 0.76% | 60,834 | 781 | 1.3% | $7.35万 | 加仓 |