13F 机构持仓

Blue Chip Partners, LLC

FARMINGTON HILLS MI · SEC CIK 0001632801

2026Q22026Q1 更早 9 个季度 🔒
$13.89亿2026Q1 申报市值
170持仓数
39.8%前十大占比 · 第一大 9.8%
14 / 10新建仓 / 清仓
申报市值走势$15.83亿2026Q2
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

FBND 9.8%
AAPL 4.0%
GOOG 3.9%
AVGO 3.7%
XLE 3.4%
JPM 3.3%
CGMU 3.2%
ABBV 3.0%
MSFT 2.7%
PWR 2.7%

2026Q1 买入最多 按季末市值估算

WELL 新建仓+$1,352.42万
PANW 新建仓+$881.86万
CRWD 新建仓+$841.65万
VICI 加仓+$576.48万
TMUS 加仓+$535.24万

2026Q1 卖出最多 按季末市值估算

UNH 减仓-$1,306.63万
META 减仓-$1,264.03万
XLRE 减仓-$547.25万
VOX 清仓-$462.16万
GOOG 减仓-$164.57万

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
JEPI J P MORGAN EXCHANGE TRADED F $109.79万0.08%19,371 6,05845.5% $34.34万 加仓
SOXX ISHARES TR $110.60万0.08%3,365 -198-5.6% -$6.51万 减仓
VIK VIKING HOLDINGS LTD $116.10万0.08%15,800 8185.5% $6.01万 加仓
FITB FIFTH THIRD BANCORP $118.70万0.09%25,549 25,549— $118.70万 新建仓
AMD ADVANCED MICRO DEVICES INC $119.01万0.09%5,850 -104-1.7% -$2.12万 减仓
SYK STRYKER CORPORATION $119.13万0.09%3,626 -14-0.4% -$4,600 减仓
VOO VANGUARD INDEX FDS $121.11万0.09%2,027 34620.6% $20.67万 加仓
XLV SELECT SECTOR SPDR TR $124.33万0.09%8,481 3324.1% $4.87万 加仓
VXF VANGUARD INDEX FDS $126.42万0.09%6,143 -46-0.7% -$9,466 减仓
XLI SELECT SECTOR SPDR TR $127.83万0.09%7,904 -1,258-13.7% -$20.35万 减仓
JPST J P MORGAN EXCHANGE TRADED F $141.44万0.10%27,947 -276-1.0% -$1.40万 减仓
RSP INVESCO EXCHANGE TRADED FD T $143.01万0.10%7,452 -375-4.8% -$7.20万 减仓
MUB ISHARES TR $147.50万0.11%13,896 9,136191.9% $96.98万 加仓
PAG PENSKE AUTOMOTIVE GRP INC $155.68万0.11%10,412 900.9% $1.35万 加仓
META META PLATFORMS INC $163.70万0.12%2,861 -22,092-88.5% -$1,264.03万 减仓
XLF SELECT SECTOR SPDR TR $164.53万0.12%33,327 2,0896.7% $10.31万 加仓
XYLD GLOBAL X FDS $175.30万0.13%44,800 10,88132.1% $42.58万 加仓
NSC NORFOLK SOUTHN CORP $178.68万0.13%6,226 -286-4.4% -$8.21万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $182.00万0.13%3,798 -8-0.2% -$3,834 减仓
QYLD GLOBAL X FDS $182.18万0.13%106,227 25,89732.2% $44.41万 加仓
AMGN AMGEN INC $198.28万0.14%5,635 -361-6.0% -$12.70万 减仓
VYM VANGUARD WHITEHALL FDS $200.39万0.14%13,531 -442-3.2% -$6.55万 减仓
UNP UNION PAC CORP $211.27万0.15%8,708 -91-1.0% -$2.21万 减仓
ADP AUTOMATIC DATA PROCESSING IN $212.38万0.15%10,453 -422-3.9% -$8.57万 减仓
XLK SELECT SECTOR SPDR TR $228.55万0.16%17,197 1,0286.4% $13.66万 加仓
DTM DT MIDSTREAM INC $235.37万0.17%17,477 -244-1.4% -$3.29万 减仓
— EXXON MOBIL CORP $252.88万0.18%14,905 -113-0.8% -$1.92万 减仓
CAT CATERPILLAR INC $262.39万0.19%3,704 180.5% $1.28万 加仓
LMT LOCKHEED MARTIN CORP $263.04万0.19%4,352 70.2% $4,231 加仓
SPY STATE STR SPDR S&P 500 ETF T $263.21万0.19%4,047 -63-1.5% -$4.10万 减仓
PG PROCTER & GAMBLE CO $264.36万0.19%18,303 -707-3.7% -$10.21万 减仓
ADC AGREE RLTY CORP $279.73万0.20%37,110 -450-1.2% -$3.39万 减仓
TXN TEXAS INSTRS INC $287.42万0.21%14,805 -580-3.8% -$11.26万 减仓
JNJ JOHNSON & JOHNSON $292.25万0.21%11,956 -73-0.6% -$1.78万 减仓
WMT WALMART INC $299.00万0.22%24,059 -213-0.9% -$2.65万 减仓
KO COCA COLA CO $346.80万0.25%45,601 -485-1.1% -$3.69万 减仓
GOOGL ALPHABET INC $365.26万0.26%12,702 -174-1.4% -$5.00万 减仓
NVDA NVIDIA CORPORATION $399.60万0.29%22,913 700.3% $1.22万 加仓
VIG VANGUARD SPECIALIZED FUNDS $433.42万0.31%20,154 6633.4% $14.26万 加仓
RTX RTX CORPORATION $459.88万0.33%23,840 130.1% $2,508 加仓
BAC BANK AMERICA CORP $491.21万0.35%100,762 -7,646-7.1% -$37.27万 减仓
MCD MCDONALDS CORP $508.45万0.37%16,360 -337-2.0% -$10.47万 减仓
JPIE J P MORGAN EXCHANGE TRADED F $679.80万0.49%147,558 4940.3% $2.28万 加仓
CRWD CROWDSTRIKE HLDGS INC $841.65万0.61%21,558 21,558— $841.65万 新建仓
PANW PALO ALTO NETWORKS INC $881.86万0.63%55,006 55,006— $881.86万 新建仓
AGG ISHARES TR $1,073.09万0.77%108,098 -3,275-2.9% -$32.51万 减仓
PEP PEPSICO INC $1,327.68万0.96%85,497 4,7765.9% $74.17万 加仓
WELL WELLTOWER INC $1,352.42万0.97%68,404 68,404— $1,352.42万 新建仓
MS MORGAN STANLEY $1,603.96万1.15%97,464 -5,334-5.2% -$87.78万 减仓
XEL XCEL ENERGY INC $1,670.30万1.20%210,260 4,9382.4% $39.23万 加仓
NEE NEXTERA ENERGY INC $1,686.20万1.21%181,546 3,5082.0% $32.58万 加仓
MNST MONSTER BEVERAGE CORP NEW $1,749.71万1.26%241,473 -934-0.4% -$6.77万 减仓
DTE DTE ENERGY CO $1,925.95万1.39%131,716 2,3151.8% $33.85万 加仓
TMUS T-MOBILE US INC $1,981.25万1.43%94,332 25,48437.0% $535.24万 加仓
ROL ROLLINS INC $2,042.32万1.47%382,386 -3,429-0.9% -$18.31万 减仓
VICI VICI PPTYS INC $2,043.25万1.47%747,895 211,01139.3% $576.48万 加仓
ABT ABBOTT LABORATORIES $2,142.63万1.54%208,691 2,2871.1% $23.48万 加仓
ICE INTERCONTINENTAL EXCHANGE IN $2,375.70万1.71%151,049 7,5855.3% $119.30万 加仓
SDVY FIRST TR EXCHANGE TRADED FD $2,395.58万1.72%607,551 16,7202.8% $65.93万 加仓
ORLY OREILLY AUTOMOTIVE INC $2,556.21万1.84%276,916 10,1013.8% $93.24万 加仓
ETN EATON CORP PLC $2,612.08万1.88%73,030 4,0185.8% $143.71万 加仓
BLK BLACKROCK INC $2,615.53万1.88%27,197 9033.4% $86.84万 加仓
HD HOME DEPOT INC $2,764.00万1.99%84,040 4,5435.7% $149.42万 加仓
PM PHILIP MORRIS INTL INC $2,765.94万1.99%167,288 4,6802.9% $77.38万 加仓
V VISA INC $2,783.24万2.00%92,087 1,5111.7% $45.67万 加仓
MRK MERCK & CO INC $3,006.21万2.16%249,913 5,0842.1% $61.16万 加仓
AMZN AMAZON COM INC $3,071.17万2.21%147,461 2,5831.8% $53.80万 加仓
ASML ASML HLDG NV $3,129.07万2.25%23,690 -386-1.6% -$50.98万 减仓
WM WASTE MGMT INC DEL $3,133.32万2.26%136,356 3,5492.7% $81.55万 加仓
TJX TJX COS INC NEW $3,180.81万2.29%199,174 4,4322.3% $70.78万 加仓
LLY ELI LILLY & CO $3,260.26万2.35%35,447 2620.7% $24.10万 加仓
COST COSTCO WHOLESALE CORPORATION $3,425.85万2.47%34,381 1,8305.6% $182.35万 加仓
KLAC KLA CORP $3,637.94万2.62%24,707 -897-3.5% -$132.08万 减仓
PWR QUANTA SVCS INC $3,758.32万2.71%68,455 -241-0.4% -$13.23万 减仓
MSFT MICROSOFT CORP $3,780.07万2.72%102,117 1,3141.3% $48.64万 加仓
ABBV ABBVIE INC $4,162.36万3.00%191,381 1,6290.9% $35.43万 加仓
CGMU CAPITAL GRP FIXED INCM ETF T $4,487.90万3.23%1,653,001 17,3161.1% $47.01万 加仓
JPM JPMORGAN CHASE & CO $4,519.28万3.25%153,633 1,2300.8% $36.18万 加仓
XLE SELECT SECTOR SPDR TR $4,745.44万3.42%774,638 6,0250.8% $36.91万 加仓
AVGO BROADCOM INC $5,208.41万3.75%168,279 -328-0.2% -$10.15万 减仓
GOOG ALPHABET INC $5,389.30万3.88%187,872 -5,737-3.0% -$164.57万 减仓
AAPL APPLE INC $5,612.19万4.04%221,135 5510.2% $13.98万 加仓
FBND FIDELITY MERRIMACK STR TR $1.36亿9.78%2,979,026 106,5933.7% $486.28万 加仓