13F 机构持仓

Blue Edge Capital, LLC

RICHMOND VA · SEC CIK 0001599620

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$8.49亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VUG 8.5%
VTV 8.2%
IEUR 4.8%
MGK 4.5%
IVW 4.4%
IEF 4.4%
SPY 3.3%
MGV 3.1%
USIG 2.9%
JMBS 2.3%

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. $00.00%0 -7,197-100.0% -$410.86万 清仓
TFLO ISHARES TRUST TRS FLT RT BD ET $00.00%0 -13,521-100.0% -$68.23万 清仓
BOND Pimco Exch Traded Fund $00.00%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 61.0% $2,230 加仓
VGT Vanguard Information $22.89万0.03%328 3010.1% $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 7118.4% $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 1,34823.5% $5.18万 加仓
MSCI MSCI Inc. $27.38万0.04%508 00.0% — 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 00.0% — 不变
TDG TRANSDIGM GROUP INC $34.31万0.05%296 00.0% — 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 00.0% — 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 00.0% — 不变
HSY Hershey Company $41.85万0.06%2,013 00.0% — 不变
— Marvell Technology Group $42.11万0.06%4,251 81523.7% $8.07万 加仓
SBUX Starbucks Corp $42.41万0.06%4,734 00.0% — 不变
PG Procter & Gamble Co $42.87万0.06%2,968 00.0% — 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 00.0% — 不变
— MARTIN MARIETTA MATERIALS INC $46.09万0.06%783 00.0% — 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 57011.9% $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 00.0% — 不变
IJH Ishares Core S&P Etf $57.54万0.08%8,520 4355.4% $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%3,570 300.8% $4,961 加仓
AVGO BROADCOM LTD $59.27万0.08%1,915 492.6% $1.52万 加仓
PSX Phillips $60.15万0.08%3,302 00.0% — 不变
LOW Lowes Cos Inc $61.34万0.08%2,596 1,07070.1% $25.28万 加仓
IEFA iShares Core MSCI EAFE $61.43万0.08%6,786 1,12319.8% $10.17万 加仓
— Blue Ridge Bankshares Inc $64.06万0.09%152,514 00.0% — 不变
ISRG Intuitive Surgical Inc $68.55万0.09%1,487 80.5% $3,688 加仓
XBI Spdr S&P Biotech Etf $68.68万0.09%5,377 00.0% — 不变
ABT Abbott Laboratories $69.09万0.09%6,729 50.1% $513 加仓
CVX Chevron Corp New Com $70.82万0.09%3,423 1324.0% $2.73万 加仓
AMGN Amgen Incorporated $74.38万0.10%2,114 40.2% $1,407 加仓
IJR Ishares Core S&P Small $75.36万0.10%6,062 4,037199.4% $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 1,48999.3% $42.73万 加仓
SPYM State Street SPDR Port S&P 5 $86.53万0.11%11,305 2,50728.5% $19.19万 加仓
IWV iShares Russell 3000 $86.89万0.12%2,344 00.0% — 不变
MCD McDonalds Corp $89.60万0.12%2,883 00.0% — 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 00.0% — 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 1,35021.8% $17.82万 加仓
BRK/B Berkshire Hathaway B New $104.27万0.14%2,176 21811.1% $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 1,82711.6% $11.29万 加仓
ESML Ishrs Msci Usa Sml Cp $108.95万0.14%23,172 2491.1% $1.17万 加仓
NVDA Nvidia Corp $112.00万0.15%6,422 1,16622.2% $20.34万 加仓
MMM 3M Co $116.18万0.15%8,000 00.0% — 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 3906.1% $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 8,07851.6% $64.03万 加仓
SHY iShares Barclays 1-3 Year Trea $188.25万0.25%22,798 7,74951.5% $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 00.0% — 不变
STIP Ishares 0-5 Year Tips $198.41万0.26%19,183 6,30048.9% $65.16万 加仓
IBM Intl Business Machines $201.57万0.27%8,316 1,55122.9% $37.59万 加仓
MKL Markel Corp $213.23万0.28%1,114 780233.5% $149.30万 加仓
— Merck & Co Inc $227.24万0.30%18,891 8374.6% $10.07万 加仓
GOVT iShares US Treasury Bond $236.56万0.31%103,256 4,0644.1% $9.31万 加仓
ESGE Ishares Msci Em Esg $239.66万0.32%52,708 990.2% $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 1,0002.5% $8.66万 加仓
PFFD Global X US Preferred ETF $370.70万0.49%201,465 7,7184.0% $14.20万 加仓
JSI Janus Henderson Securitized In $372.19万0.49%72,200 2,5843.7% $13.32万 加仓
IJT iShares S&P Small-Cap 600 Grow $386.51万0.51%26,709 5,95128.7% $86.12万 加仓
C Citigroup Inc New $389.86万0.52%34,376 1600.5% $1.81万 加仓
— Mkt Vctrs J P Mrgn Em $417.39万0.55%166,226 3,0541.9% $7.67万 加仓
BA Boeing Co $422.94万0.56%21,250 2721.3% $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%4,709 250.5% $2.40万 加仓
JNJ Johnson & Johnson $453.03万0.60%18,533 2,02912.3% $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 7,98625.1% $94.59万 加仓
VTI Vanguard Total Stock Market ET $487.33万0.65%15,191 7785.4% $24.96万 加仓
VGK Vanguard European $512.82万0.68%62,213 4,9358.6% $40.68万 加仓
HD Home Depot Inc $526.60万0.70%16,011 670.4% $2.20万 加仓
— SPDR S&P Midcap 400 $531.42万0.71%8,616 5,633188.8% $347.44万 加仓
— JPMorgan BetaBuilders Canada E $572.20万0.76%60,834 7811.3% $7.35万 加仓