Belpointe Asset Management LLC
RENO NV · SEC CIK 0001721242
$27.39亿2026Q1 申报市值
1,066持仓数
22.1%前十大占比 · 第一大 3.9%
169 / 115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
COLLABORATIVE IN 加仓+$1,698.68万
AMZN 加仓+$730.97万
RAREVIEW TOTAL R 加仓+$642.79万
IVV 加仓+$587.40万
RLY 新建仓+$557.59万
2026Q1 卖出最多 按季末市值估算
NOW 减仓-$8,738.19万
SPY 减仓-$699.45万
FNDX 减仓-$558.89万
VONG 减仓-$391.72万
SCHX 减仓-$332.59万
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 |
|---|---|---|---|---|---|---|---|---|
| FNDX | SCHWAB STRATEGIC TR | $3,187.20万 | 1.16% | 1,144,416 | -200,679 | -14.9% | -$558.89万 | 减仓 |
| VOO | Vanguard S&P 500 ETF | $3,319.31万 | 1.21% | 55,548 | 2,814 | 5.3% | $168.15万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,443.56万 | 1.26% | 1,343,042 | -129,717 | -8.8% | -$332.59万 | 减仓 |
| — | RAREVIEW TOTAL RETURN BOND ETF | $3,545.37万 | 1.29% | 1,416,149 | 256,753 | 22.1% | $642.79万 | 加仓 |
| MSFT | Microsoft Corp Com | $3,611.77万 | 1.32% | 97,568 | 12,198 | 14.3% | $451.55万 | 加仓 |
| AMZN | Amazon COM Inc | $3,671.26万 | 1.34% | 176,274 | 35,097 | 24.9% | $730.97万 | 加仓 |
| — | NELSON SELECT | $4,244.54万 | 1.55% | 1,712,752 | 126,709 | 8.0% | $314.01万 | 加仓 |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $5,430.67万 | 1.98% | 1,864,285 | 14,364 | 0.8% | $41.84万 | 加仓 |
| — | ANYDRUS ADVANTAGE ETF | $5,765.51万 | 2.10% | 2,102,667 | 107,747 | 5.4% | $295.44万 | 加仓 |
| — | COLLABORATIVE INVESTMNT SER | $5,787.25万 | 2.11% | 2,391,238 | 701,879 | 41.5% | $1,698.68万 | 加仓 |
| NVDA | Nvidia Corporation Com | $6,481.49万 | 2.37% | 371,643 | -5,311 | -1.4% | -$92.62万 | 减仓 |
| AAPL | Apple Inc Com | $6,562.31万 | 2.40% | 258,568 | 6,864 | 2.7% | $174.20万 | 加仓 |
| QQQ | Invesco QQQ Trust | $8,349.74万 | 3.05% | 144,664 | 7,989 | 5.8% | $461.11万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $1.06亿 | 3.86% | 162,559 | -10,755 | -6.2% | -$699.45万 | 减仓 |