Blue Edge Capital, LLC
RICHMOND VA · SEC CIK 0001599620
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VUG | Vanguard Growth | $7,579.36万 | 8.92% | 879,889 | -4,181 | -0.5% | -$36.02万 | 减仓 |
| VTV | Vanguard Value | $6,879.64万 | 8.10% | 315,681 | -718 | -0.2% | -$15.65万 | 减仓 |
| IVW | Ishares S&P 500 Growth | $4,083.29万 | 4.81% | 296,902 | 1,701 | 0.6% | $23.39万 | 加仓 |
| IEUR | Ishares Core Msci Europe | $3,621.37万 | 4.26% | 481,757 | -30,482 | -6.0% | -$229.13万 | 减仓 |
| MGK | Vanguard Mega Cap Growth | $3,603.54万 | 4.24% | 409,912 | -47,023 | -10.3% | -$413.38万 | 减仓 |
| SPY | SPDR S&P 500 | $2,696.04万 | 3.17% | 36,103 | -2,593 | -6.7% | -$193.64万 | 减仓 |
| MGV | Vanguard Mega Cap Value | $2,597.71万 | 3.06% | 158,930 | 314 | 0.2% | $5.13万 | 加仓 |
| USIG | iShares Broad USD Invm Grd Cor | $2,185.67万 | 2.57% | 426,139 | -29 | -0.0% | -$1,487 | 减仓 |
| SHY | iShares Barclays 1-3 Year Trea | $2,170.43万 | 2.56% | 264,332 | 241,534 | 1,059.5% | $1,983.24万 | 加仓 |
| TIP | iShares Barclays TIP Bond | $2,148.91万 | 2.53% | 196,373 | 196,373 | — | $2,148.91万 | 新建仓 |
| AAPL | Apple Inc | $1,895.34万 | 2.23% | 65,501 | -1,103 | -1.7% | -$31.92万 | 减仓 |
| JMBS | Janus Henderson Mortgage-Backe | $1,745.00万 | 2.05% | 387,864 | 1,703 | 0.4% | $7.66万 | 加仓 |
| IVE | Ishares S&P 500 Value | $1,742.37万 | 2.05% | 76,736 | 626 | 0.8% | $14.21万 | 加仓 |
| AVEM | Avantis Emerging Markets Equit | $1,721.34万 | 2.03% | 178,396 | 35,015 | 24.4% | $337.86万 | 加仓 |
| JAAA | Janus Henderson AAA CLO ETF | $1,679.07万 | 1.98% | 332,555 | 156,308 | 88.7% | $789.20万 | 加仓 |
| VPL | Vanguard FTSE Pacific | $1,645.25万 | 1.94% | 142,212 | -4,911 | -3.3% | -$56.82万 | 减仓 |
| BAI | iShares A.I. Innovation and Te | $1,528.21万 | 1.80% | 289,873 | -5,412 | -1.8% | -$28.53万 | 减仓 |
| CAT | Caterpillar Inc | $1,403.43万 | 1.65% | 13,179 | -478 | -3.5% | -$50.90万 | 减仓 |
| ESGU | Ishares Msci Usa Esg | $1,373.29万 | 1.62% | 83,906 | -1,017 | -1.2% | -$16.65万 | 减仓 |
| VWO | Vanguard Emerging Market | $1,280.33万 | 1.51% | 214,497 | -3,679 | -1.7% | -$21.96万 | 减仓 |
| IPAC | Ishares Core Msci | $1,215.60万 | 1.43% | 148,371 | 721 | 0.5% | $5.91万 | 加仓 |
| AMZN | Amazon Com Inc | $1,174.11万 | 1.38% | 49,262 | -3,859 | -7.3% | -$91.98万 | 减仓 |
| IJK | iShares S&P Midcap 400 Growth | $1,167.99万 | 1.37% | 99,403 | 1,209 | 1.2% | $14.21万 | 加仓 |
| IEMG | iShares Core MSCI Emerging Mar | $1,158.05万 | 1.36% | 139,794 | 4,413 | 3.3% | $36.56万 | 加仓 |
| IJJ | iShares S&P Midcap 400 Value | $1,144.66万 | 1.35% | 77,483 | 1,008 | 1.3% | $14.89万 | 加仓 |
| QUAL | Ishars Edg Msci Usa Qlty | $1,103.82万 | 1.30% | 50,304 | 34 | 0.1% | $7,461 | 加仓 |
| DYNF | iShares U.S. Equity Factor Rot | $1,100.98万 | 1.30% | 161,885 | -1,840 | -1.1% | -$12.51万 | 减仓 |
| GOOG | Alphabet Inc Class C | $999.75万 | 1.18% | 28,295 | 2,928 | 11.5% | $103.46万 | 加仓 |
| MSFT | Microsoft Corp | $846.09万 | 1.00% | 22,682 | -131 | -0.6% | -$4.89万 | 减仓 |
| GLW | Corning Inc | $819.80万 | 0.97% | 32,095 | -14,565 | -31.2% | -$372.03万 | 减仓 |
| IJT | iShares S&P Small-Cap 600 Grow | $801.27万 | 0.94% | 44,864 | 18,155 | 68.0% | $324.25万 | 加仓 |
| IJS | Ishares S&P Small Cap | $796.80万 | 0.94% | 58,297 | 18,518 | 46.6% | $253.10万 | 加仓 |
| GEV | Ge Vernova Llc Com | $777.40万 | 0.92% | 6,617 | -33 | -0.5% | -$3.88万 | 减仓 |
| JPM | JP Morgan Chase & Co. | $751.95万 | 0.89% | 22,972 | -96 | -0.4% | -$3.14万 | 减仓 |
| GOOGL | Alphabet Inc Class A | $740.62万 | 0.87% | 20,724 | -1,841 | -8.2% | -$65.79万 | 减仓 |
| EFIV | SPDR S AND P 500 ESG ETF | $703.50万 | 0.83% | 96,463 | 111 | 0.1% | $8,095 | 加仓 |
| V | Visa Inc | $685.87万 | 0.81% | 19,991 | 0 | 0.0% | — | 不变 |
| UNH | Unitedhealth Group Inc | $685.31万 | 0.81% | 16,489 | -294 | -1.8% | -$12.22万 | 减仓 |
| JSI | Janus Henderson Securitized In | $678.99万 | 0.80% | 132,590 | 60,390 | 83.6% | $309.26万 | 加仓 |
| — | JPMorgan BetaBuilders Canada E | $599.07万 | 0.71% | 60,269 | -565 | -0.9% | -$5.62万 | 减仓 |
| META | Meta Platforms Inc Class A | $569.94万 | 0.67% | 10,118 | -213 | -2.1% | -$12.00万 | 减仓 |
| HD | Home Depot Inc | $562.48万 | 0.66% | 15,949 | -62 | -0.4% | -$2.19万 | 减仓 |
| — | SPDR S&P Midcap 400 | $494.40万 | 0.58% | 7,029 | -1,587 | -18.4% | -$111.63万 | 减仓 |
| — | Exxon Mobil Corp | $481.16万 | 0.57% | 35,193 | 35,193 | — | $481.16万 | 新建仓 |
| C | Citigroup Inc New | $481.13万 | 0.57% | 34,376 | 0 | 0.0% | — | 不变 |
| BA | Boeing Co | $460.00万 | 0.54% | 21,250 | 0 | 0.0% | — | 不变 |
| ESGD | Ishares Msci Eafe Esg | $453.02万 | 0.53% | 44,064 | -2,119 | -4.6% | -$21.79万 | 减仓 |
| BLK | Blackrock Inc | $452.80万 | 0.53% | 4,709 | 0 | 0.0% | — | 不变 |
| VGK | Vanguard European | $429.31万 | 0.51% | 48,488 | -13,725 | -22.1% | -$121.52万 | 减仓 |
| — | Mkt Vctrs J P Mrgn Em | $415.73万 | 0.49% | 162,650 | -3,576 | -2.2% | -$9.14万 | 减仓 |
| IXUS | iShares Core MSCI Total Intl S | $390.82万 | 0.46% | 40,950 | 13 | 0.0% | $1,241 | 加仓 |
| MKL | Markel Corp | $390.02万 | 0.46% | 1,997 | 883 | 79.3% | $172.45万 | 加仓 |
| JNJ | Johnson & Johnson | $382.71万 | 0.45% | 15,069 | -3,464 | -18.7% | -$87.98万 | 减仓 |
| IJR | Ishares Core S&P Small | $319.71万 | 0.38% | 21,557 | 15,495 | 255.6% | $229.80万 | 加仓 |
| ESGE | Ishares Msci Em Esg | $305.67万 | 0.36% | 55,892 | 3,184 | 6.0% | $17.41万 | 加仓 |
| — | PowerShares QQQ Trust Unit Ser | $251.15万 | 0.30% | 3,411 | 5 | 0.1% | $3,681 | 加仓 |
| STIP | Ishares 0-5 Year Tips | $243.02万 | 0.29% | 23,788 | 4,605 | 24.0% | $47.05万 | 加仓 |
| QQQM | Invesco NASDAQ 100 ETF | $235.65万 | 0.28% | 7,778 | -5,822 | -42.8% | -$176.39万 | 减仓 |
| IBM | Intl Business Machines | $234.53万 | 0.28% | 8,340 | 24 | 0.3% | $6,749 | 加仓 |
| — | General Electric Co | $233.58万 | 0.27% | 6,250 | -681 | -9.8% | -$25.45万 | 减仓 |
| SPYM | State Street SPDR Port S&P 5 | $227.70万 | 0.27% | 25,911 | 14,606 | 129.2% | $128.35万 | 加仓 |
| GOVT | iShares US Treasury Bond | $227.39万 | 0.27% | 99,822 | -3,434 | -3.3% | -$7.82万 | 减仓 |
| GS | Goldman Sachs Group Inc | $222.00万 | 0.26% | 2,195 | -21 | -0.9% | -$2.12万 | 减仓 |
| VCSH | Vanguard Short Term Corp Bond | $217.39万 | 0.26% | 27,507 | 3,786 | 16.0% | $29.92万 | 加仓 |
| PFF | iShares S&P US Preferred Stock | $206.82万 | 0.24% | 67,832 | 67,832 | — | $206.82万 | 新建仓 |
| ESML | Ishrs Msci Usa Sml Cp | $155.85万 | 0.18% | 27,866 | 4,694 | 20.3% | $26.25万 | 加仓 |
| NEU | NEWMARKET CORP | $153.34万 | 0.18% | 1,938 | -3,100 | -61.5% | -$245.28万 | 减仓 |
| CSPF | Cohen & Steers Pref & Inc Opps | $152.60万 | 0.18% | 58,512 | 58,512 | — | $152.60万 | 新建仓 |
| SPTM | SPDR Port S&P 1500 Comps Stk M | $151.43万 | 0.18% | 16,679 | 0 | 0.0% | — | 不变 |
| — | Merck & Co Inc | $147.76万 | 0.17% | 11,499 | -7,392 | -39.1% | -$94.99万 | 减仓 |
| BRK/B | Berkshire Hathaway B New | $131.85万 | 0.16% | 2,635 | 459 | 21.1% | $22.97万 | 加仓 |
| MMM | 3M Co | $129.53万 | 0.15% | 8,000 | 0 | 0.0% | — | 不变 |
| NVDA | Nvidia Corp | $123.60万 | 0.15% | 6,177 | -245 | -3.8% | -$4.90万 | 减仓 |
| APH | AMPHENOL CORP CLASS A | $123.42万 | 0.15% | 7,000 | -454 | -6.1% | -$8.00万 | 减仓 |
| ALB | Albemarle Corp | $120.07万 | 0.14% | 8,892 | -16,015 | -64.3% | -$216.25万 | 减仓 |
| ABBV | Abbvie Inc | $118.50万 | 0.14% | 4,709 | -2,055 | -30.4% | -$51.71万 | 减仓 |
| — | Marvell Technology Group | $116.50万 | 0.14% | 3,911 | -340 | -8.0% | -$10.13万 | 减仓 |
| D | Dominion Res Inc Va New Com | $106.69万 | 0.13% | 15,623 | -1,904 | -10.9% | -$13.00万 | 减仓 |
| IJH | Ishares Core S&P Etf | $104.65万 | 0.12% | 13,572 | 5,052 | 59.3% | $38.96万 | 加仓 |
| IWV | iShares Russell 3000 | $99.95万 | 0.12% | 2,344 | 0 | 0.0% | — | 不变 |
| IEF | iShares 7-10 Year Treasury Bon | $95.93万 | 0.11% | 10,144 | -334,219 | -97.1% | -$3,160.70万 | 减仓 |
| VOO | Vanguard S&P 500 Etf | $94.33万 | 0.11% | 1,373 | -8,503 | -86.1% | -$584.17万 | 减仓 |
| KO | Coca Cola Co | $93.69万 | 0.11% | 11,528 | -1,200 | -9.4% | -$9.75万 | 减仓 |
| NSC | Norfolk Southern Corp. | $88.68万 | 0.10% | 2,819 | -170 | -5.7% | -$5.35万 | 减仓 |
| XBI | Spdr S&P Biotech Etf | $85.09万 | 0.10% | 5,377 | 0 | 0.0% | — | 不变 |
| IEFA | iShares Core MSCI EAFE | $82.22万 | 0.10% | 8,513 | 1,727 | 25.4% | $16.68万 | 加仓 |
| MCD | McDonalds Corp | $76.23万 | 0.09% | 2,820 | -63 | -2.2% | -$1.70万 | 减仓 |
| DIS | Disney Walt Co | $74.79万 | 0.09% | 7,770 | -920 | -10.6% | -$8.86万 | 减仓 |
| AVGO | BROADCOM LTD | $71.58万 | 0.08% | 1,895 | -20 | -1.0% | -$7,555 | 减仓 |
| WMS | ADVANCED DRAINAGE SYSTEMS INC | $62.97万 | 0.07% | 4,012 | 0 | 0.0% | — | 不变 |
| AGG | iShares Barclays Aggregate Bon | $62.38万 | 0.07% | 6,302 | 950 | 17.8% | $9.40万 | 加仓 |
| AMGN | Amgen Incorporated | $62.07万 | 0.07% | 1,714 | -400 | -18.9% | -$14.48万 | 减仓 |
| PM | Philip Morris Intl | $61.50万 | 0.07% | 3,400 | -170 | -4.8% | -$3.08万 | 减仓 |
| LOW | Lowes Cos Inc | $57.24万 | 0.07% | 2,596 | 0 | 0.0% | — | 不变 |
| CVX | Chevron Corp New Com | $56.74万 | 0.07% | 3,423 | 0 | 0.0% | — | 不变 |
| VTI | Vanguard Total Stock Market ET | $55.15万 | 0.06% | 1,491 | -13,700 | -90.2% | -$506.72万 | 减仓 |
| — | Blue Ridge Bankshares Inc | $53.84万 | 0.06% | 152,514 | 0 | 0.0% | — | 不变 |
| MCO | Moody's Corp | $51.41万 | 0.06% | 1,135 | -111 | -8.9% | -$5.03万 | 减仓 |
| ISRG | Intuitive Surgical Inc | $48.56万 | 0.06% | 1,221 | -266 | -17.9% | -$10.58万 | 减仓 |
| SBUX | Starbucks Corp | $48.38万 | 0.06% | 4,734 | 0 | 0.0% | — | 不变 |