BLUE SQUARE ASSET MANAGEMENT, LLC
NEW YORK NY · SEC CIK 0001769578
$2.47亿2026Q2 申报市值
74持仓数
52.2%前十大占比 · 第一大 8.6%
7 / 4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
VOO 加仓+$498.63万
IEMG 新建仓+$457.69万
QQQ 加仓+$253.40万
IBIT 加仓+$72.88万
ACMR 新建仓+$38.07万
2026Q2 卖出最多 按季末市值估算
INDA 清仓-$355.70万
GBIL 减仓-$297.83万
CRWD 减仓-$198.11万
GBTC 清仓-$108.72万
NVDA 减仓-$43.20万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | $2,133.11万 | 8.64% | 31,058 | 7,260 | 30.5% | $498.63万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $1,822.60万 | 7.38% | 122,891 | 1,461 | 1.2% | $21.67万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $1,434.07万 | 5.81% | 19,474 | 3,441 | 21.5% | $253.40万 | 加仓 |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | $1,183.80万 | 4.80% | 118,191 | -29,735 | -20.1% | -$297.83万 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $1,151.45万 | 4.67% | 312,299 | 4,743 | 1.5% | $17.49万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $1,122.57万 | 4.55% | 56,103 | -2,159 | -3.7% | -$43.20万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $1,100.51万 | 4.46% | 23,044 | -159 | -0.7% | -$7.59万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $1,015.29万 | 4.11% | 28,410 | -140 | -0.5% | -$5.00万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $962.57万 | 3.90% | 347,499 | 7,026 | 2.1% | $19.46万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $948.37万 | 3.84% | 4,767 | -38 | -0.8% | -$7.56万 | 减仓 |
| AAPL | APPLE INC COM | $941.06万 | 3.81% | 32,522 | -116 | -0.4% | -$3.36万 | 减仓 |
| AMZN | AMAZON COM INC COM | $855.95万 | 3.47% | 35,913 | 401 | 1.1% | $9.56万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $847.39万 | 3.43% | 11,104 | -2,596 | -18.9% | -$198.11万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $705.84万 | 2.86% | 6,979 | -30 | -0.4% | -$3.03万 | 减仓 |
| AMGN | AMGEN INC COM | $540.91万 | 2.19% | 14,937 | -150 | -1.0% | -$5.43万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $520.14万 | 2.11% | 13,944 | 25 | 0.2% | $9,326 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $518.38万 | 2.10% | 13,035 | 9 | 0.1% | $3,579 | 加仓 |
| TSLA | TESLA INC COM | $501.31万 | 2.03% | 11,919 | 169 | 1.4% | $7.11万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $457.69万 | 1.85% | 55,250 | 55,250 | — | $457.69万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP COM | $430.34万 | 1.74% | 24,695 | 84 | 0.3% | $1.46万 | 加仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $420.12万 | 1.70% | 133,883 | -1,060 | -0.8% | -$3.33万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $413.98万 | 1.68% | 12,647 | -10 | -0.1% | -$3,273 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $377.41万 | 1.53% | 24,082 | -46 | -0.2% | -$7,209 | 减仓 |
| BLK | BLACKROCK INC COM | $329.72万 | 1.34% | 3,429 | 4 | 0.1% | $3,846 | 加仓 |
| EMR | EMERSON ELEC CO COM | $329.38万 | 1.33% | 23,009 | -57 | -0.2% | -$8,160 | 减仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $308.39万 | 1.25% | 153,736 | -1,018 | -0.7% | -$2.04万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $269.27万 | 1.09% | 36,710 | 174 | 0.5% | $1.28万 | 加仓 |
| BX | BLACKSTONE INC COM | $228.23万 | 0.92% | 19,395 | -5 | -0.0% | -$588 | 减仓 |
| IBMQ | ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF | $190.54万 | 0.77% | 74,490 | 824 | 1.1% | $2.11万 | 加仓 |
| IBMO | ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF | $189.77万 | 0.77% | 74,014 | -490 | -0.7% | -$1.26万 | 减仓 |
| IBMP | ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF | $188.97万 | 0.77% | 74,339 | -515 | -0.7% | -$1.31万 | 减仓 |
| IBMR | ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF | $159.69万 | 0.65% | 62,894 | -293 | -0.5% | -$7,439 | 减仓 |
| IBMS | ISHARES IBONDS DEC 2030 TERM MUNI BOND ETF | $156.22万 | 0.63% | 60,387 | 936 | 1.6% | $2.42万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $154.91万 | 0.63% | 46,534 | 21,891 | 88.8% | $72.88万 | 加仓 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $118.39万 | 0.48% | 48,882 | -546 | -1.1% | -$1.32万 | 减仓 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $117.13万 | 0.47% | 46,387 | -417 | -0.9% | -$1.05万 | 减仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $91.59万 | 0.37% | 37,799 | -10,621 | -21.9% | -$25.73万 | 减仓 |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $88.63万 | 0.36% | 38,267 | -568 | -1.5% | -$1.32万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $81.27万 | 0.33% | 2,300 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $78.67万 | 0.32% | 36,089 | -138 | -0.4% | -$3,008 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $78.04万 | 0.32% | 1,045 | 0 | 0.0% | — | 不变 |
| WULF | TERAWULF INC COM | $69.16万 | 0.28% | 28,000 | 10,000 | 55.6% | $24.70万 | 加仓 |
| AVGO | BROADCOM INC COM | $59.00万 | 0.24% | 1,562 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $51.26万 | 0.21% | 910 | -15 | -1.6% | -$8,449 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $48.44万 | 0.20% | 3,315 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $43.18万 | 0.17% | 360 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP COM NEW | $42.54万 | 0.17% | 1,410 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $41.94万 | 0.17% | 1,240 | 0 | 0.0% | — | 不变 |
| BCO | BRINKS CO COM | $41.92万 | 0.17% | 4,436 | 0 | 0.0% | — | 不变 |
| ACMR | ACM RESH INC COM CL A | $38.07万 | 0.15% | 3,000 | 3,000 | — | $38.07万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $37.60万 | 0.15% | 1,736 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $35.89万 | 0.15% | 2,793 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $34.07万 | 0.14% | 993 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC COM | $33.60万 | 0.14% | 247 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $31.21万 | 0.13% | 4,100 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $30.94万 | 0.13% | 464 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $30.41万 | 0.12% | 2,075 | 100 | 5.1% | $1.47万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $30.09万 | 0.12% | 724 | 0 | 0.0% | — | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $30.07万 | 0.12% | 601 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $28.63万 | 0.12% | 1,127 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $28.39万 | 0.12% | 805 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $27.78万 | 0.11% | 297 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP SPONSORED ADR | $26.56万 | 0.11% | 20,000 | 20,000 | — | $26.56万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $26.55万 | 0.11% | 457 | 457 | — | $26.55万 | 新建仓 |
| INTC | INTEL CORP COM | $26.53万 | 0.11% | 1,900 | 1,900 | — | $26.53万 | 新建仓 |
| IVV | ISHARES CORE S&P 500 ETF | $26.21万 | 0.11% | 350 | -154 | -30.6% | -$11.53万 | 减仓 |
| IBTG | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $26.07万 | 0.11% | 11,391 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $26.06万 | 0.11% | 2,589 | -653 | -20.1% | -$6.57万 | 减仓 |
| PRI | PRIMERICA INC COM | $25.95万 | 0.11% | 913 | 0 | 0.0% | — | 不变 |
| IBTH | ISHARES IBONDS DEC 2027 TERM TREASURY ETF | $25.93万 | 0.11% | 11,593 | 0 | 0.0% | — | 不变 |
| IBTI | ISHARES IBONDS DEC 2028 TERM TREASURY ETF | $25.78万 | 0.10% | 11,643 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC COM | $24.02万 | 0.10% | 2,045 | 2,045 | — | $24.02万 | 新建仓 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $23.71万 | 0.10% | 4,688 | -4,930 | -51.3% | -$24.94万 | 减仓 |
| — | ISHARES ETHEREUM TRUST ETF | $20.21万 | 0.08% | 17,000 | 17,000 | — | $20.21万 | 新建仓 |
| INDA | ISHARES MSCI INDIA ETF | $0 | 0.00% | 0 | -75,939 | -100.0% | -$355.70万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -20,606 | -100.0% | -$108.72万 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -1,585 | -100.0% | -$26.89万 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $0 | 0.00% | 0 | -7,048 | -100.0% | -$21.14万 | 清仓 |