BlueSky Wealth Advisors, LLC
New Bern NC · SEC CIK 0001704107
$8.63亿2026Q2 申报市值
111持仓数
56.3%前十大占比 · 第一大 16.5%
14 / 18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
VTV 加仓+$679.16万
VGIT 加仓+$359.43万
SCHF 加仓+$293.33万
SCHP 加仓+$282.11万
SCHR 加仓+$274.15万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$701.15万
SCHZ 减仓-$326.22万
BND 减仓-$176.03万
FNDF 减仓-$129.74万
VCSH 减仓-$117.59万
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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $25.47万 | 0.03% | 674 | -554 | -45.1% | -$20.93万 | 减仓 |
| FIX | COMFORT SYS USA INC | $24.38万 | 0.03% | 123 | -64 | -34.2% | -$12.68万 | 减仓 |
| TQQQ | PROSHARES TR | $22.40万 | 0.03% | 2,766 | 2,766 | — | $22.40万 | 新建仓 |
| GM | GENERAL MTRS CO | $22.25万 | 0.03% | 2,886 | 2,886 | — | $22.25万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $22.06万 | 0.03% | 1,331 | 19 | 1.4% | $3,149 | 加仓 |
| EAT | BRINKER INTL INC | $21.03万 | 0.02% | 1,252 | 1,252 | — | $21.03万 | 新建仓 |
| INTU | INTUIT | $20.96万 | 0.02% | 803 | -152 | -15.9% | -$3.97万 | 减仓 |
| DLB | DOLBY LABORATORIES INC | $20.29万 | 0.02% | 3,859 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $20.28万 | 0.02% | 591 | -128 | -17.8% | -$4.39万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $20.16万 | 0.02% | 1,394 | 1,394 | — | $20.16万 | 新建仓 |
| EGHT | 8X8 INC NEW | $3.26万 | 0.00% | 19,045 | -405 | -2.1% | -$693 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -2,350 | -100.0% | -$39.58万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -4,000 | -100.0% | -$34.90万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -337 | -100.0% | -$33.58万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -5,506 | -100.0% | -$33.39万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -542 | -100.0% | -$31.31万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -1,635 | -100.0% | -$28.36万 | 清仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -463 | -100.0% | -$27.69万 | 清仓 |
| SMH | VANECK ETF TRUST | $0 | 0.00% | 0 | -685 | -100.0% | -$26.26万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,764 | -100.0% | -$25.80万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,614 | -100.0% | -$25.06万 | 清仓 |
| PCG | PG&E CORP | $0 | 0.00% | 0 | -14,077 | -100.0% | -$24.73万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -320 | -100.0% | -$24.72万 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -765 | -100.0% | -$24.69万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -528 | -100.0% | -$22.46万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -718 | -100.0% | -$22.32万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -1,345 | -100.0% | -$21.48万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -1,693 | -100.0% | -$21.38万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,561 | -100.0% | -$20.74万 | 清仓 |