13F 机构持仓

Blue Edge Capital, LLC

RICHMOND VA · SEC CIK 0001599620

2026Q22026Q1 更早 9 个季度 🔒
$8.49亿2026Q2 申报市值
137持仓数
44.2%前十大占比 · 第一大 8.9%
9 / 6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 8.9%
VTV 8.1%
IVW 4.8%
IEUR 4.3%
MGK 4.2%
SPY 3.2%
MGV 3.1%
USIG 2.6%
SHY 2.6%
TIP 2.5%

2026Q2 买入最多 按季末市值估算

TIP 新建仓+$2,148.91万
SHY 加仓+$1,983.24万
JAAA 加仓+$789.20万
Exxon Mobil Corp 新建仓+$481.16万
AVEM 加仓+$337.86万

2026Q2 卖出最多 按季末市值估算

IEF 减仓-$3,160.70万
Exxon Mobil Corp 清仓-$781.77万
VOO 减仓-$584.17万
VTI 减仓-$506.72万
MGK 减仓-$413.38万

2026Q2 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
— Exxon Mobil Corp $00.00%0 -46,079-100.0% -$781.77万 清仓
PFFD Global X US Preferred ETF $00.00%0 -201,465-100.0% -$370.70万 清仓
COP ConocoPhillips $00.00%0 -7,551-100.0% -$99.68万 清仓
IBIT iShares Bitcoin Trust ETF $00.00%0 -7,083-100.0% -$27.21万 清仓
DE Deere & Co $00.00%0 -399-100.0% -$22.48万 清仓
— Honeywell International $00.00%0 -976-100.0% -$22.06万 清仓
MS Morgan Stanley $20.05万0.02%959 -257-21.1% -$5.37万 减仓
SCHW CHARLES SCHWAB CORP $20.28万0.02%2,198 00.0% — 不变
ALL Allstate Corporation $20.39万0.02%857 857— $20.39万 新建仓
PFE Pfizer Inc $20.84万0.02%8,654 -571-6.2% -$1.37万 减仓
— Lab Cp Of Amer Hldg New $21.00万0.02%750 -250-25.0% -$7.00万 减仓
EPD Enterprise Products Lp $22.06万0.03%6,000 -2,300-27.7% -$8.45万 减仓
MO Altria Group Inc $22.77万0.03%3,164 00.0% — 不变
TSLA Tesla Motors Inc $23.22万0.03%552 -56-9.2% -$2.36万 减仓
XLK Sector Spdr Tech Select $23.32万0.03%1,224 1,224— $23.32万 新建仓
— Tortoise Egy Infrastruct $24.65万0.03%5,750 -2,875-33.3% -$12.33万 减仓
ADI ANALOG DEVICES INC $25.14万0.03%633 00.0% — 不变
RLGT Radiant Logistics Inc $28.38万0.03%30,000 30,000— $28.38万 新建仓
MSCI MSCI Inc. $28.45万0.03%508 00.0% — 不变
VGT Vanguard Information $28.68万0.03%2,400 -224-8.5% -$2.68万 减仓
BAC Bank of America Corp $30.66万0.04%5,380 -16,300-75.2% -$92.88万 减仓
NUE Nucor Corp $31.18万0.04%1,400 -4,200-75.0% -$93.56万 减仓
VB Vanguard Small Cap $31.46万0.04%1,038 00.0% — 不变
VRSK Verisk Analytics Inc $32.48万0.04%1,809 00.0% — 不变
NXPI NXP SEMICONDUCTORS NV $32.96万0.04%1,173 00.0% — 不变
JMSB John Marshall Bancorp Inc $33.79万0.04%15,500 15,500— $33.79万 新建仓
IEI Ishares 3-7 Year Trery $34.31万0.04%2,921 -3-0.1% -$352 减仓
CME Cme Group Inc $34.36万0.04%1,556 00.0% — 不变
KMX CarMax Inc $34.64万0.04%6,550 -750-10.3% -$3.97万 减仓
HSY Hershey Company $35.32万0.04%2,013 00.0% — 不变
SUSC iShares ESG USD Corporate Bond $36.04万0.04%15,565 460.3% $1,065 加仓
ABT Abbott Laboratories $38.16万0.04%4,205 -2,524-37.5% -$22.90万 减仓
IVV iShares Core S&P 500 $39.24万0.05%524 00.0% — 不变
TDG TRANSDIGM GROUP INC $39.43万0.05%296 00.0% — 不变
PSX Phillips $40.97万0.05%2,423 -879-26.6% -$14.86万 减仓
PG Procter & Gamble Co $41.91万0.05%2,858 -110-3.7% -$1.61万 减仓
TTWO TAKE-TWO INTERACTIVE SOFTWARE $43.70万0.05%1,748 00.0% — 不变
ORCL Oracle Corp $43.97万0.05%3,000 -1,000-25.0% -$14.65万 减仓
BBJP JPMorgan BetaBuilders Japan ET $44.09万0.05%5,854 00.0% — 不变
KMI KINDER MORGAN $44.36万0.05%13,875 00.0% — 不变
VT Vanguard Total World Stock Ind $44.49万0.05%2,834 752.7% $1.18万 加仓
— MARTIN MARIETTA MATERIALS INC $45.16万0.05%783 00.0% — 不变
BN BANTA CP $47.91万0.06%11,250 11,250— $47.91万 新建仓
SBUX Starbucks Corp $48.38万0.06%4,734 00.0% — 不变
ISRG Intuitive Surgical Inc $48.56万0.06%1,221 -266-17.9% -$10.58万 减仓
MCO Moody's Corp $51.41万0.06%1,135 -111-8.9% -$5.03万 减仓
— Blue Ridge Bankshares Inc $53.84万0.06%152,514 00.0% — 不变
VTI Vanguard Total Stock Market ET $55.15万0.06%1,491 -13,700-90.2% -$506.72万 减仓
CVX Chevron Corp New Com $56.74万0.07%3,423 00.0% — 不变
LOW Lowes Cos Inc $57.24万0.07%2,596 00.0% — 不变
PM Philip Morris Intl $61.50万0.07%3,400 -170-4.8% -$3.08万 减仓
AMGN Amgen Incorporated $62.07万0.07%1,714 -400-18.9% -$14.48万 减仓
AGG iShares Barclays Aggregate Bon $62.38万0.07%6,302 95017.8% $9.40万 加仓
WMS ADVANCED DRAINAGE SYSTEMS INC $62.97万0.07%4,012 00.0% — 不变
AVGO BROADCOM LTD $71.58万0.08%1,895 -20-1.0% -$7,555 减仓
DIS Disney Walt Co $74.79万0.09%7,770 -920-10.6% -$8.86万 减仓
MCD McDonalds Corp $76.23万0.09%2,820 -63-2.2% -$1.70万 减仓
IEFA iShares Core MSCI EAFE $82.22万0.10%8,513 1,72725.4% $16.68万 加仓
XBI Spdr S&P Biotech Etf $85.09万0.10%5,377 00.0% — 不变
NSC Norfolk Southern Corp. $88.68万0.10%2,819 -170-5.7% -$5.35万 减仓
KO Coca Cola Co $93.69万0.11%11,528 -1,200-9.4% -$9.75万 减仓
VOO Vanguard S&P 500 Etf $94.33万0.11%1,373 -8,503-86.1% -$584.17万 减仓
IEF iShares 7-10 Year Treasury Bon $95.93万0.11%10,144 -334,219-97.1% -$3,160.70万 减仓
IWV iShares Russell 3000 $99.95万0.12%2,344 00.0% — 不变
IJH Ishares Core S&P Etf $104.65万0.12%13,572 5,05259.3% $38.96万 加仓
D Dominion Res Inc Va New Com $106.69万0.13%15,623 -1,904-10.9% -$13.00万 减仓
— Marvell Technology Group $116.50万0.14%3,911 -340-8.0% -$10.13万 减仓
ABBV Abbvie Inc $118.50万0.14%4,709 -2,055-30.4% -$51.71万 减仓
ALB Albemarle Corp $120.07万0.14%8,892 -16,015-64.3% -$216.25万 减仓
APH AMPHENOL CORP CLASS A $123.42万0.15%7,000 -454-6.1% -$8.00万 减仓
NVDA Nvidia Corp $123.60万0.15%6,177 -245-3.8% -$4.90万 减仓
MMM 3M Co $129.53万0.15%8,000 00.0% — 不变
BRK/B Berkshire Hathaway B New $131.85万0.16%2,635 45921.1% $22.97万 加仓
— Merck & Co Inc $147.76万0.17%11,499 -7,392-39.1% -$94.99万 减仓
SPTM SPDR Port S&P 1500 Comps Stk M $151.43万0.18%16,679 00.0% — 不变
CSPF Cohen & Steers Pref & Inc Opps $152.60万0.18%58,512 58,512— $152.60万 新建仓
NEU NEWMARKET CORP $153.34万0.18%1,938 -3,100-61.5% -$245.28万 减仓
ESML Ishrs Msci Usa Sml Cp $155.85万0.18%27,866 4,69420.3% $26.25万 加仓
PFF iShares S&P US Preferred Stock $206.82万0.24%67,832 67,832— $206.82万 新建仓
VCSH Vanguard Short Term Corp Bond $217.39万0.26%27,507 3,78616.0% $29.92万 加仓
GS Goldman Sachs Group Inc $222.00万0.26%2,195 -21-0.9% -$2.12万 减仓
GOVT iShares US Treasury Bond $227.39万0.27%99,822 -3,434-3.3% -$7.82万 减仓
SPYM State Street SPDR Port S&P 5 $227.70万0.27%25,911 14,606129.2% $128.35万 加仓
— General Electric Co $233.58万0.27%6,250 -681-9.8% -$25.45万 减仓
IBM Intl Business Machines $234.53万0.28%8,340 240.3% $6,749 加仓
QQQM Invesco NASDAQ 100 ETF $235.65万0.28%7,778 -5,822-42.8% -$176.39万 减仓
STIP Ishares 0-5 Year Tips $243.02万0.29%23,788 4,60524.0% $47.05万 加仓
— PowerShares QQQ Trust Unit Ser $251.15万0.30%3,411 50.1% $3,681 加仓
ESGE Ishares Msci Em Esg $305.67万0.36%55,892 3,1846.0% $17.41万 加仓
IJR Ishares Core S&P Small $319.71万0.38%21,557 15,495255.6% $229.80万 加仓
JNJ Johnson & Johnson $382.71万0.45%15,069 -3,464-18.7% -$87.98万 减仓
MKL Markel Corp $390.02万0.46%1,997 88379.3% $172.45万 加仓
IXUS iShares Core MSCI Total Intl S $390.82万0.46%40,950 130.0% $1,241 加仓
— Mkt Vctrs J P Mrgn Em $415.73万0.49%162,650 -3,576-2.2% -$9.14万 减仓
VGK Vanguard European $429.31万0.51%48,488 -13,725-22.1% -$121.52万 减仓
BLK Blackrock Inc $452.80万0.53%4,709 00.0% — 不变
ESGD Ishares Msci Eafe Esg $453.02万0.53%44,064 -2,119-4.6% -$21.79万 减仓
BA Boeing Co $460.00万0.54%21,250 00.0% — 不变
C Citigroup Inc New $481.13万0.57%34,376 00.0% — 不变
— Exxon Mobil Corp $481.16万0.57%35,193 35,193— $481.16万 新建仓