BELLEVUE ASSET MANAGEMENT, LLC
BELLEVUE WA · SEC CIK 0001801619
$2.00亿2026Q1 申报市值
369持仓数
59.9%前十大占比 · 第一大 24.2%
14 / 121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
FGD 新建仓+$272.87万
NVDA 加仓+$106.02万
AMZN 加仓+$97.78万
CGGR 加仓+$82.22万
BPRE 加仓+$76.99万
2026Q1 卖出最多 按季末市值估算
FNX 减仓-$193.18万
MSFT 减仓-$183.01万
JIRE 减仓-$59.43万
JEPI 减仓-$56.18万
LUV 减仓-$45.08万
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 |
|---|---|---|---|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -1,540 | -100.0% | -$10.34万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -261 | -100.0% | -$7.00万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -568 | -100.0% | -$3.66万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -298 | -100.0% | -$3.34万 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $0 | 0.00% | 0 | -1,010 | -100.0% | -$3.24万 | 清仓 |
| FITB | FIFTH THIRD BANCORP | $0 | 0.00% | 0 | -445 | -100.0% | -$2.08万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -50 | -100.0% | -$1.75万 | 清仓 |
| BWXT | BWX TECHNOLOGIES INC | $0 | 0.00% | 0 | -47 | -100.0% | -$8,123 | 清仓 |
| HEI/A | HEICO CORP NEW | $0 | 0.00% | 0 | -32 | -100.0% | -$8,077 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ARCOSA INC | $0 | 0.00% | 0 | -68 | -100.0% | -$7,229 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -24 | -100.0% | -$6,845 | 清仓 |
| AIR | AAR CORP | $0 | 0.00% | 0 | -81 | -100.0% | -$6,705 | 清仓 |
| GVA | GRANITE CONSTR INC | $0 | 0.00% | 0 | -57 | -100.0% | -$6,574 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -68 | -100.0% | -$6,202 | 清仓 |
| ONTO | ONTO INNOVATION INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SITM | SITIME CORP | $0 | 0.00% | 0 | -17 | -100.0% | -$6,004 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -47 | -100.0% | -$5,991 | 清仓 |
| NYT | NEW YORK TIMES CO | $0 | 0.00% | 0 | -85 | -100.0% | -$5,900 | 清仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -78 | -100.0% | -$5,739 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -15 | -100.0% | -$5,528 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TTAN | SERVICETITAN INC | $0 | 0.00% | 0 | -51 | -100.0% | -$5,431 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -74 | -100.0% | -$5,382 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -8 | -100.0% | -$4,981 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -125 | -100.0% | -$4,893 | 清仓 |
| VNT | VONTIER CORPORATION | $0 | 0.00% | 0 | -131 | -100.0% | -$4,870 | 清仓 |
| EVR | EVERCORE INC | $0 | 0.00% | 0 | -14 | -100.0% | -$4,763 | 清仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $0 | 0.00% | 0 | -101 | -100.0% | -$4,585 | 清仓 |
| RBC | RBC BEARINGS INC | $0 | 0.00% | 0 | -10 | -100.0% | -$4,484 | 清仓 |
| INTA | INTAPP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -55 | -100.0% | -$4,383 | 清仓 |
| AAON | AAON INC | $0 | 0.00% | 0 | -57 | -100.0% | -$4,346 | 清仓 |
| ITGR | INTEGER HLDGS CORP | $0 | 0.00% | 0 | -55 | -100.0% | -$4,313 | 清仓 |
| MKL | MARKEL GROUP INC | $0 | 0.00% | 0 | -2 | -100.0% | -$4,299 | 清仓 |
| PAY | PAYMENTUS HOLDINGS INC | $0 | 0.00% | 0 | -135 | -100.0% | -$4,264 | 清仓 |
| HLI | HOULIHAN LOKEY INC | $0 | 0.00% | 0 | -24 | -100.0% | -$4,180 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -29 | -100.0% | -$4,172 | 清仓 |
| GH | GUARDANT HEALTH INC | $0 | 0.00% | 0 | -40 | -100.0% | -$4,086 | 清仓 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | -107 | -100.0% | -$4,015 | 清仓 |
| BRBR | BELLRING BRANDS INC | $0 | 0.00% | 0 | -146 | -100.0% | -$3,902 | 清仓 |
| KVYO | KLAVIYO INC | $0 | 0.00% | 0 | -116 | -100.0% | -$3,766 | 清仓 |
| BBIO | BRIDGEBIO PHARMA INC | $0 | 0.00% | 0 | -49 | -100.0% | -$3,748 | 清仓 |
| NCNO | NCINO INC | $0 | 0.00% | 0 | -144 | -100.0% | -$3,692 | 清仓 |
| FRPT | FRESHPET INC | $0 | 0.00% | 0 | -60 | -100.0% | -$3,655 | 清仓 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | -22 | -100.0% | -$3,604 | 清仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $0 | 0.00% | 0 | -40 | -100.0% | -$3,596 | 清仓 |
| ALGT | ALLEGIANT TRAVEL CO | $0 | 0.00% | 0 | -42 | -100.0% | -$3,581 | 清仓 |
| LBRT | LIBERTY ENERGY INC | $0 | 0.00% | 0 | -188 | -100.0% | -$3,470 | 清仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $0 | 0.00% | 0 | -146 | -100.0% | -$3,461 | 清仓 |
| HAE | HAEMONETICS CORP MASS | $0 | 0.00% | 0 | -43 | -100.0% | -$3,446 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -51 | -100.0% | -$3,429 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$3,378 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -44 | -100.0% | -$3,340 | 清仓 |
| LAD | LITHIA MTRS INC | $0 | 0.00% | 0 | -10 | -100.0% | -$3,323 | 清仓 |
| HQY | HEALTHEQUITY INC | $0 | 0.00% | 0 | -36 | -100.0% | -$3,297 | 清仓 |
| TXRH | TEXAS ROADHOUSE INC | $0 | 0.00% | 0 | -19 | -100.0% | -$3,154 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -14 | -100.0% | -$3,125 | 清仓 |
| HRI | HERC HLDGS INC | $0 | 0.00% | 0 | -21 | -100.0% | -$3,115 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -7 | -100.0% | -$3,115 | 清仓 |
| WING | WINGSTOP INC | $0 | 0.00% | 0 | -13 | -100.0% | -$3,100 | 清仓 |
| MHO | M/I HOMES INC | $0 | 0.00% | 0 | -24 | -100.0% | -$3,070 | 清仓 |
| — | TRI POINTE HOMES INC | $0 | 0.00% | 0 | -95 | -100.0% | -$2,989 | 清仓 |
| RAMP | LIVERAMP HLDGS INC | $0 | 0.00% | 0 | -100 | -100.0% | -$2,937 | 清仓 |
| EYPT | EYEPOINT INC | $0 | 0.00% | 0 | -157 | -100.0% | -$2,868 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -5 | -100.0% | -$2,868 | 清仓 |
| WAL | WESTERN ALLIANCE BANCORP | $0 | 0.00% | 0 | -34 | -100.0% | -$2,858 | 清仓 |
| RRR | RED ROCK RESORTS INC | $0 | 0.00% | 0 | -46 | -100.0% | -$2,849 | 清仓 |
| PHR | PHREESIA INC | $0 | 0.00% | 0 | -167 | -100.0% | -$2,823 | 清仓 |
| FRSH | FRESHWORKS INC | $0 | 0.00% | 0 | -230 | -100.0% | -$2,817 | 清仓 |
| SHOO | MADDEN STEVEN LTD | $0 | 0.00% | 0 | -65 | -100.0% | -$2,706 | 清仓 |
| FROG | JFROG LTD | $0 | 0.00% | 0 | -43 | -100.0% | -$2,685 | 清仓 |
| MTDR | MATADOR RES CO | $0 | 0.00% | 0 | -62 | -100.0% | -$2,631 | 清仓 |
| BMI | BADGER METER INC | $0 | 0.00% | 0 | -15 | -100.0% | -$2,616 | 清仓 |
| CAVA | CAVA GROUP INC | $0 | 0.00% | 0 | -44 | -100.0% | -$2,582 | 清仓 |
| ANDG | ANDERSEN GROUP INC | $0 | 0.00% | 0 | -98 | -100.0% | -$2,541 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -6 | -100.0% | -$2,500 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -7 | -100.0% | -$2,500 | 清仓 |
| NTSK | NETSKOPE INC | $0 | 0.00% | 0 | -141 | -100.0% | -$2,473 | 清仓 |
| BOOT | BOOT BARN HLDGS INC | $0 | 0.00% | 0 | -14 | -100.0% | -$2,470 | 清仓 |
| LZ | LEGALZOOM COM INC | $0 | 0.00% | 0 | -239 | -100.0% | -$2,373 | 清仓 |
| FBK | FB FINL CORP | $0 | 0.00% | 0 | -42 | -100.0% | -$2,343 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -5 | -100.0% | -$2,269 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -14 | -100.0% | -$2,262 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -22 | -100.0% | -$2,261 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -10 | -100.0% | -$2,132 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -8 | -100.0% | -$2,070 | 清仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -21 | -100.0% | -$2,068 | 清仓 |
| FLYW | FLYWIRE CORPORATION | $0 | 0.00% | 0 | -144 | -100.0% | -$2,039 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$2,029 | 清仓 |
| RVMD | REVOLUTION MEDICINES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SLAB | SILICON LABORATORIES INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,960 | 清仓 |
| WGS | GENEDX HOLDINGS CORP | $0 | 0.00% | 0 | -15 | -100.0% | -$1,950 | 清仓 |
| ENTG | ENTEGRIS INC | $0 | 0.00% | 0 | -23 | -100.0% | -$1,937 | 清仓 |
| H | HYATT HOTELS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WHD | CACTUS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ENSG | ENSIGN GROUP INC | $0 | 0.00% | 0 | -11 | -100.0% | -$1,916 | 清仓 |