BlueSky Wealth Advisors, LLC
New Bern NC · SEC CIK 0001704107
$7.77亿2026Q1 申报市值
115持仓数
54.7%前十大占比 · 第一大 16.1%
39 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VGIT 新建仓+$4,653.15万
VTV 加仓+$3,601.95万
DFAE 新建仓+$2,005.73万
VCIT 新建仓+$2,004.70万
BNDX 新建仓+$1,893.64万
2026Q1 卖出最多 按季末市值估算
SCHZ 减仓-$5,047.45万
SCHX 减仓-$3,410.59万
VCSH 减仓-$3,013.01万
DFAX 减仓-$2,828.56万
SCHH 减仓-$1,960.88万
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 |
|---|---|---|---|---|---|---|---|---|
| PCG | PG&E CORP | $24.73万 | 0.03% | 14,077 | 14,077 | — | $24.73万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $24.72万 | 0.03% | 320 | 320 | — | $24.72万 | 新建仓 |
| AON | AON PLC | $24.69万 | 0.03% | 765 | 765 | — | $24.69万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $23.86万 | 0.03% | 750 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP | $23.53万 | 0.03% | 14,071 | 14,071 | — | $23.53万 | 新建仓 |
| DLB | DOLBY LABORATORIES INC | $23.18万 | 0.03% | 3,859 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $22.46万 | 0.03% | 528 | 528 | — | $22.46万 | 新建仓 |
| MCD | MCDONALDS CORP | $22.32万 | 0.03% | 718 | 1 | 0.1% | $311 | 加仓 |
| V | VISA INC | $21.73万 | 0.03% | 719 | 29 | 4.2% | $8,767 | 加仓 |
| TJX | TJX COS INC NEW | $21.48万 | 0.03% | 1,345 | 1,345 | — | $21.48万 | 新建仓 |
| ABNB | AIRBNB INC | $21.38万 | 0.03% | 1,693 | 1,693 | — | $21.38万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $20.74万 | 0.03% | 1,561 | 781 | 100.1% | $10.38万 | 重新持有 |
| SNPS | SYNOPSYS INC | $20.58万 | 0.03% | 519 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $20.41万 | 0.03% | 823 | 823 | — | $20.41万 | 新建仓 |
| EGHT | 8X8 INC NEW | $3.23万 | 0.00% | 19,450 | 662 | 3.5% | $1,099 | 加仓 |
| IYR | ISHARES TR | $0 | 0.00% | 0 | -9,869 | -100.0% | -$92.66万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -380 | -100.0% | -$21.69万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,059 | -100.0% | -$20.55万 | 清仓 |