Blue Chip Partners, LLC
FARMINGTON HILLS MI · SEC CIK 0001632801
$15.83亿2026Q2 申报市值
184持仓数
40.3%前十大占比 · 第一大 8.9%
19 / 8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
RCL 新建仓+$1,339.85万
SCI 新建仓+$1,302.99万
NVDA 加仓+$851.81万
RSPF 新建仓+$509.10万
FBND 加仓+$467.66万
2026Q2 卖出最多 按季末市值估算
ORLY 减仓-$2,507.97万
KLAC 减仓-$438.96万
ROL 减仓-$365.97万
ICE 减仓-$340.23万
TMUS 减仓-$289.08万
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 |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | $1.40亿 | 8.86% | 3,081,830 | 102,804 | 3.5% | $467.66万 | 加仓 |
| KLAC | KLA CORP | $7,015.38万 | 4.43% | 232,521 | -14,549 | -5.9% | -$438.96万 | 减仓 |
| GOOG | ALPHABET INC | $6,571.83万 | 4.15% | 185,997 | -1,875 | -1.0% | -$66.25万 | 减仓 |
| AAPL | APPLE INC | $6,369.69万 | 4.02% | 220,130 | -1,005 | -0.5% | -$29.08万 | 减仓 |
| AVGO | BROADCOM INC | $6,180.34万 | 3.90% | 163,609 | -4,670 | -2.8% | -$176.41万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $5,053.99万 | 3.19% | 154,400 | 767 | 0.5% | $25.11万 | 加仓 |
| ABBV | ABBVIE INC | $4,888.66万 | 3.09% | 194,272 | 2,891 | 1.5% | $72.75万 | 加仓 |
| PWR | QUANTA SVCS INC | $4,691.62万 | 2.96% | 65,158 | -3,297 | -4.8% | -$237.40万 | 减仓 |
| ASML | ASML HLDG NV | $4,577.30万 | 2.89% | 23,008 | -682 | -2.9% | -$135.68万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $4,356.21万 | 2.75% | 1,585,807 | -67,194 | -4.1% | -$184.58万 | 减仓 |
| LLY | ELI LILLY & CO | $4,304.86万 | 2.72% | 35,891 | 444 | 1.3% | $53.25万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $4,079.61万 | 2.58% | 768,144 | -6,494 | -0.8% | -$34.49万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,972.74万 | 2.51% | 106,502 | 4,385 | 4.3% | $163.57万 | 加仓 |
| AMZN | AMAZON COM INC | $3,568.23万 | 2.25% | 149,712 | 2,251 | 1.5% | $53.65万 | 加仓 |
| V | VISA INC | $3,278.95万 | 2.07% | 95,571 | 3,484 | 3.8% | $119.53万 | 加仓 |
| MRK | MERCK & CO INC | $3,274.04万 | 2.07% | 254,789 | 4,876 | 2.0% | $62.66万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,258.19万 | 2.06% | 34,829 | 448 | 1.3% | $41.91万 | 加仓 |
| ETN | EATON CORP PLC | $3,172.77万 | 2.00% | 74,457 | 1,427 | 2.0% | $60.81万 | 加仓 |
| HD | HOME DEPOT INC | $3,133.24万 | 1.98% | 88,841 | 4,801 | 5.7% | $169.32万 | 加仓 |
| WM | WASTE MGMT INC DEL | $3,122.72万 | 1.97% | 140,108 | 3,752 | 2.8% | $83.62万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $3,093.65万 | 1.95% | 171,005 | 3,717 | 2.2% | $67.24万 | 加仓 |
| TJX | TJX COS INC NEW | $3,068.43万 | 1.94% | 202,536 | 3,362 | 1.7% | $50.93万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $2,688.73万 | 1.70% | 623,257 | 15,706 | 2.6% | $67.76万 | 加仓 |
| BLK | BLACKROCK INC | $2,688.01万 | 1.70% | 27,955 | 758 | 2.8% | $72.89万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $2,286.70万 | 1.44% | 237,901 | -3,572 | -1.5% | -$34.33万 | 减仓 |
| VICI | VICI PPTYS INC | $2,169.89万 | 1.37% | 817,284 | 69,389 | 9.3% | $184.23万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2,073.91万 | 1.31% | 60,815 | 5,809 | 10.6% | $198.10万 | 加仓 |
| DTE | DTE ENERGY CO | $2,070.85万 | 1.31% | 135,909 | 4,193 | 3.2% | $63.89万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $2,033.24万 | 1.28% | 224,073 | 15,382 | 7.4% | $139.58万 | 加仓 |
| MS | MORGAN STANLEY | $1,973.83万 | 1.25% | 94,423 | -3,041 | -3.1% | -$63.57万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,845.96万 | 1.17% | 24,189 | 2,631 | 12.2% | $200.78万 | 加仓 |
| XEL | XCEL ENERGY INC | $1,703.68万 | 1.08% | 212,165 | 1,905 | 0.9% | $15.30万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,625.53万 | 1.03% | 185,203 | 3,657 | 2.0% | $32.10万 | 加仓 |
| WELL | WELLTOWER INC | $1,596.44万 | 1.01% | 70,337 | 1,933 | 2.8% | $43.87万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,519.34万 | 0.96% | 123,413 | -27,636 | -18.3% | -$340.23万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1,339.85万 | 0.85% | 42,196 | 42,196 | — | $1,339.85万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $1,310.27万 | 0.83% | 65,484 | 42,571 | 185.8% | $851.81万 | 加仓 |
| SCI | SERVICE CORP INTL | $1,302.99万 | 0.82% | 171,536 | 171,536 | — | $1,302.99万 | 新建仓 |
| TMUS | T-MOBILE US INC | $1,293.15万 | 0.82% | 77,097 | -17,235 | -18.3% | -$289.08万 | 减仓 |
| AGG | ISHARES TR | $1,264.52万 | 0.80% | 127,755 | 19,657 | 18.2% | $194.57万 | 加仓 |
| ROL | ROLLINS INC | $1,230.11万 | 0.78% | 294,708 | -87,678 | -22.9% | -$365.97万 | 减仓 |
| PEP | PEPSICO INC | $1,184.36万 | 0.75% | 87,471 | 1,974 | 2.3% | $26.73万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $682.97万 | 0.43% | 148,311 | 753 | 0.5% | $3.47万 | 加仓 |
| BAC | BANK OF AMER CORP | $558.91万 | 0.35% | 98,088 | -2,674 | -2.7% | -$15.24万 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $532.29万 | 0.34% | 83,176 | 68,895 | 482.4% | $440.90万 | 加仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $509.10万 | 0.32% | 65,648 | 65,648 | — | $509.10万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $498.68万 | 0.32% | 21,075 | 921 | 4.6% | $21.79万 | 加仓 |
| RTX | RTX CORPORATION | $457.99万 | 0.29% | 24,139 | 299 | 1.3% | $5.67万 | 加仓 |
| GOOGL | ALPHABET INC | $446.99万 | 0.28% | 12,508 | -194 | -1.5% | -$6.93万 | 减仓 |
| TXN | TEXAS INSTRS INC | $442.14万 | 0.28% | 14,833 | 28 | 0.2% | $8,346 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $435.69万 | 0.28% | 123,425 | 66,283 | 116.0% | $233.98万 | 重新持有 |
| MCD | MCDONALDS CORP | $427.93万 | 0.27% | 15,831 | -529 | -3.2% | -$14.30万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $405.63万 | 0.26% | 3,514 | 517 | 17.3% | $59.68万 | 加仓 |
| CAT | CATERPILLAR INC | $394.56万 | 0.25% | 3,705 | 1 | 0.0% | $1,065 | 加仓 |
| KO | COCA COLA CO | $364.57万 | 0.23% | 44,859 | -742 | -1.6% | -$6.03万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $351.62万 | 0.22% | 6,053 | 203 | 3.5% | $11.79万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $315.04万 | 0.20% | 12,405 | 449 | 3.8% | $11.40万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $301.35万 | 0.19% | 4,035 | -12 | -0.3% | -$8,962 | 减仓 |
| PG | PROCTER & GAMBLE CO | $300.25万 | 0.19% | 20,475 | 2,172 | 11.9% | $31.85万 | 加仓 |
| DTM | DT MIDSTREAM INC | $294.42万 | 0.19% | 20,064 | 2,587 | 14.8% | $37.96万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $283.13万 | 0.18% | 14,861 | -2,336 | -13.6% | -$44.51万 | 减仓 |
| MUB | ISHARES TR | $278.13万 | 0.18% | 25,844 | 11,948 | 86.0% | $128.58万 | 加仓 |
| ADC | AGREE RLTY CORP | $273.80万 | 0.17% | 36,150 | -960 | -2.6% | -$7.27万 | 减仓 |
| WMT | WALMART INC | $272.47万 | 0.17% | 24,057 | -2 | -0.0% | -$227 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $247.69万 | 0.16% | 7,874 | 1,648 | 26.5% | $51.84万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $233.60万 | 0.15% | 10,431 | -22 | -0.2% | -$4,927 | 减仓 |
| UNP | UNION PAC CORP | $231.41万 | 0.15% | 8,508 | -200 | -2.3% | -$5.44万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $222.83万 | 0.14% | 4,374 | 22 | 0.5% | $1.12万 | 加仓 |
| SOXX | ISHARES TR | $215.98万 | 0.14% | 3,371 | 6 | 0.2% | $3,844 | 加仓 |
| QYLD | GLOBAL X FDS | $215.45万 | 0.14% | 116,900 | 10,673 | 10.0% | $19.67万 | 加仓 |
| AMGN | AMGEN INC | $214.29万 | 0.14% | 5,918 | 283 | 5.0% | $10.25万 | 加仓 |
| — | EXXON MOBIL CORP | $212.76万 | 0.13% | 15,562 | 657 | 4.4% | $8.98万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $212.61万 | 0.13% | 13,454 | -77 | -0.6% | -$1.22万 | 减仓 |
| XYLD | GLOBAL X FDS | $203.84万 | 0.13% | 49,973 | 5,173 | 11.5% | $21.10万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $194.15万 | 0.12% | 3,880 | 82 | 2.2% | $4.10万 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $187.85万 | 0.12% | 10,497 | 85 | 0.8% | $1.52万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $176.61万 | 0.11% | 16,873 | 1,073 | 6.8% | $11.23万 | 加仓 |
| META | META PLATFORMS INC | $174.97万 | 0.11% | 3,106 | 245 | 8.6% | $13.80万 | 加仓 |
| CSCO | CISCO SYS INC | $158.67万 | 0.10% | 13,508 | 2,389 | 21.5% | $28.06万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $157.86万 | 0.10% | 8,522 | 618 | 7.8% | $11.45万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $157.74万 | 0.10% | 7,414 | -38 | -0.5% | -$8,085 | 减仓 |
| VXF | VANGUARD INDEX FDS | $151.58万 | 0.10% | 6,157 | 14 | 0.2% | $3,447 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $144.39万 | 0.09% | 25,615 | 66 | 0.3% | $3,720 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $141.28万 | 0.09% | 4,663 | 401 | 9.4% | $12.15万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $140.83万 | 0.09% | 2,050 | 23 | 1.1% | $1.58万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $129.61万 | 0.08% | 5,218 | 5,218 | — | $129.61万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $125.99万 | 0.08% | 24,915 | -3,032 | -10.8% | -$15.33万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $120.26万 | 0.08% | 4,277 | 377 | 9.7% | $10.60万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $118.22万 | 0.07% | 2,380 | 485 | 25.6% | $24.09万 | 加仓 |
| SYK | STRYKER CORPORATION | $114.00万 | 0.07% | 3,621 | -5 | -0.1% | -$1,574 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $113.44万 | 0.07% | 15,720 | 2,527 | 19.2% | $18.23万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $113.35万 | 0.07% | 20,068 | 697 | 3.6% | $3.94万 | 加仓 |
| CMI | CUMMINS INC | $111.96万 | 0.07% | 1,570 | 94 | 6.4% | $6.70万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $111.09万 | 0.07% | 25,042 | 48 | 0.2% | $2,129 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $103.51万 | 0.07% | 19,309 | -14,018 | -42.1% | -$75.15万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $102.48万 | 0.06% | 2,577 | 303 | 13.3% | $12.05万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $97.63万 | 0.06% | 1,988 | 1,501 | 308.2% | $73.71万 | 加仓 |
| TSLA | TESLA INC | $97.07万 | 0.06% | 2,308 | 53 | 2.4% | $2.23万 | 加仓 |
| IWF | ISHARES TR | $96.78万 | 0.06% | 7,794 | 2 | 0.0% | $248 | 加仓 |
| DE | DEERE & CO | $96.59万 | 0.06% | 1,523 | 9 | 0.6% | $5,708 | 加仓 |