BELLEVUE ASSET MANAGEMENT, LLC
BELLEVUE WA · SEC CIK 0001801619
$2.17亿2026Q2 申报市值
578持仓数
58.4%前十大占比 · 第一大 22.4%
209 / 13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
FTSM 加仓+$109.72万
TRUST FOR PROFES 新建仓+$88.77万
IUSG 新建仓+$15.46万
IUSV 新建仓+$14.72万
RVMD 重新持有+$12.64万
2026Q2 卖出最多 按季末市值估算
AMZN 减仓-$125.10万
NVDA 减仓-$118.09万
LMBS 减仓-$69.61万
JSCP 减仓-$52.33万
FLXR 减仓-$51.40万
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 |
|---|---|---|---|---|---|---|---|---|
| NOK | NOKIA CORP | $0 | 0.00% | 0 | -27,047 | -100.0% | -$21.75万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -716 | -100.0% | -$5.52万 | 清仓 |
| MAS | MASCO CORP | $0 | 0.00% | 0 | -773 | -100.0% | -$4.67万 | 清仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -350 | -100.0% | -$4.10万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -27 | -100.0% | -$2.11万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -194 | -100.0% | -$1.72万 | 清仓 |
| EWY | ISHARES INC | $0 | 0.00% | 0 | -100 | -100.0% | -$1.23万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -8 | -100.0% | -$9,271 | 清仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $0 | 0.00% | 0 | -893 | -100.0% | -$9,231 | 清仓 |
| LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | -71 | -100.0% | -$2,667 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -100 | -100.0% | -$2,588 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$1,396 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -25 | -100.0% | -$1,041 | 清仓 |
| ABNB | AIRBNB INC | $1,001 | 0.00% | 7 | 7 | — | $1,001 | 新建仓 |
| — | SIMULATIONS PLUS INC | $1,007 | 0.00% | 55 | 55 | — | $1,007 | 新建仓 |
| OXM | OXFORD INDS INC | $1,011 | 0.00% | 29 | 29 | — | $1,011 | 新建仓 |
| PLMR | PALOMAR HLDGS INC | $1,011 | 0.00% | 8 | 8 | — | $1,011 | 新建仓 |
| SCHL | SCHOLASTIC CORP | $1,012 | 0.00% | 22 | 22 | — | $1,012 | 新建仓 |
| DXPE | DXP ENTERPRISES INC | $1,012 | 0.00% | 6 | 6 | — | $1,012 | 新建仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $1,018 | 0.00% | 10 | 10 | — | $1,018 | 新建仓 |
| USFD | US FOODS HLDG CORP | $1,022 | 0.00% | 10 | 10 | — | $1,022 | 新建仓 |
| NEM | NEWMONT CORP | $1,027 | 0.00% | 11 | 11 | — | $1,027 | 新建仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $1,027 | 0.00% | 39 | 39 | — | $1,027 | 新建仓 |
| FAF | FIRST AMERN FINL CORP | $1,028 | 0.00% | 15 | 15 | — | $1,028 | 新建仓 |
| E | ENI SPA | $1,030 | 0.00% | 22 | 22 | — | $1,030 | 新建仓 |
| KRUS | KURA SUSHI USA INC | $1,036 | 0.00% | 18 | 18 | — | $1,036 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $1,045 | 0.00% | 4 | 4 | — | $1,045 | 新建仓 |
| PRKS | UNITED PARKS & RESORTS INC | $1,050 | 0.00% | 22 | 22 | — | $1,050 | 新建仓 |
| BXC | BLUELINX HLDGS INC | $1,051 | 0.00% | 17 | 17 | — | $1,051 | 新建仓 |
| GSL | GLOBAL SHIP LEASE INC | $1,052 | 0.00% | 28 | 28 | — | $1,052 | 新建仓 |
| VECO | VEECO INSTRS INC DEL | $1,061 | 0.00% | 14 | 14 | — | $1,061 | 新建仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $1,065 | 0.00% | 20 | 20 | — | $1,065 | 新建仓 |
| SNEX | STONEX GROUP INC | $1,066 | 0.00% | 9 | 9 | — | $1,066 | 新建仓 |
| ARW | ARROW ELECTRS INC | $1,067 | 0.00% | 5 | 5 | — | $1,067 | 新建仓 |
| GFF | GRIFFON CORP | $1,072 | 0.00% | 11 | 11 | — | $1,072 | 新建仓 |
| CBRE | CBRE GROUP INC | $1,077 | 0.00% | 8 | -26 | -76.5% | -$3,500 | 重新持有 |
| — | LEGGETT & PLATT INC | $1,077 | 0.00% | 92 | 92 | — | $1,077 | 新建仓 |
| NE | NOBLE CORP PLC | $1,081 | 0.00% | 29 | 29 | — | $1,081 | 新建仓 |
| DD | DUPONT DE NEMOURS INC | $1,085 | 0.00% | 8 | -17 | -68.0% | -$2,306 | 减仓 |
| AVNW | AVIAT NETWORKS INC | $1,087 | 0.00% | 49 | 49 | — | $1,087 | 新建仓 |
| CPA | COPA HOLDINGS SA | $1,088 | 0.00% | 7 | 7 | — | $1,088 | 新建仓 |
| CSL | CARLISLE COS INC | $1,088 | 0.00% | 3 | 3 | — | $1,088 | 新建仓 |
| LAUR | LAUREATE ED INC | $1,089 | 0.00% | 30 | 30 | — | $1,089 | 新建仓 |
| ANGO | ANGIODYNAMICS INC | $1,092 | 0.00% | 84 | 84 | — | $1,092 | 新建仓 |
| BRC | BRADY CORP | $1,098 | 0.00% | 12 | 12 | — | $1,098 | 新建仓 |
| FORM | FORMFACTOR INC | $1,119 | 0.00% | 7 | 7 | — | $1,119 | 新建仓 |
| GE | GE AEROSPACE | $1,121 | 0.00% | 3 | 3 | — | $1,121 | 新建仓 |
| HOG | HARLEY DAVIDSON INC | $1,125 | 0.00% | 46 | 46 | — | $1,125 | 新建仓 |
| GHC | GRAHAM HLDGS CO | $1,141 | 0.00% | 1 | 1 | — | $1,141 | 新建仓 |
| CBLL | CERIBELL INC | $1,147 | 0.00% | 59 | 6 | 11.3% | $117 | 重新持有 |
| MAN | MANPOWRGROUP INC WIS | $1,148 | 0.00% | 34 | 34 | — | $1,148 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,153 | 0.00% | 12 | 12 | — | $1,153 | 新建仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $1,164 | 0.00% | 4 | 4 | — | $1,164 | 新建仓 |
| TRIP | TRIPADVISOR INC | $1,165 | 0.00% | 85 | 85 | — | $1,165 | 新建仓 |
| VSTS | VESTIS CORPORATION | $1,176 | 0.00% | 81 | 81 | — | $1,176 | 新建仓 |
| HUM | HUMANA INC | $1,191 | 0.00% | 3 | 3 | — | $1,191 | 新建仓 |
| DGII | DIGI INTL INC | $1,199 | 0.00% | 16 | 16 | — | $1,199 | 新建仓 |
| PAYO | PAYONEER GLOBAL INC | $1,217 | 0.00% | 171 | 171 | — | $1,217 | 新建仓 |
| DNOW | DNOW INC | $1,232 | 0.00% | 95 | 95 | — | $1,232 | 新建仓 |
| — | U S PHYSICAL THERAPY | $1,236 | 0.00% | 18 | 18 | — | $1,236 | 新建仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $1,236 | 0.00% | 20 | 20 | — | $1,236 | 新建仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $1,239 | 0.00% | 28 | 28 | — | $1,239 | 新建仓 |
| IA | INNOVATIVE SOLUTIONS & SUPPO | $1,242 | 0.00% | 69 | 69 | — | $1,242 | 新建仓 |
| HNI | HNI CORP | $1,252 | 0.00% | 31 | 31 | — | $1,252 | 新建仓 |
| AGYS | AGILYSYS INC | $1,254 | 0.00% | 12 | 12 | — | $1,254 | 新建仓 |
| MOG/A | MOOG INC | $1,271 | 0.00% | 3 | 3 | — | $1,271 | 新建仓 |
| BJRI | BJS RESTAURANTS INC | $1,275 | 0.00% | 21 | 21 | — | $1,275 | 新建仓 |
| SGML | SIGMA LITHIUM CORPORATION | $1,278 | 0.00% | 101 | 101 | — | $1,278 | 新建仓 |
| BDC | BELDEN INC | $1,319 | 0.00% | 11 | 11 | — | $1,319 | 新建仓 |
| STIP | ISHARES TR | $1,328 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| VRRM | VERRA MOBILITY CORP | $1,334 | 0.00% | 314 | 314 | — | $1,334 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $1,336 | 0.00% | 5 | 5 | — | $1,336 | 新建仓 |
| H | HYATT HOTELS CORP | $1,356 | 0.00% | 7 | -5 | -41.7% | -$969 | 重新持有 |
| TRU | TRANSUNION | $1,370 | 0.00% | 19 | 19 | — | $1,370 | 新建仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $1,375 | 0.00% | 17 | 17 | — | $1,375 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1,382 | 0.00% | 1 | 1 | — | $1,382 | 新建仓 |
| EYE | NATIONAL VISION HLDGS INC | $1,387 | 0.00% | 73 | 73 | — | $1,387 | 新建仓 |
| WNC | WABASH NATL CORP | $1,404 | 0.00% | 104 | 104 | — | $1,404 | 新建仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $1,428 | 0.00% | 16 | 16 | — | $1,428 | 新建仓 |
| MMI | MARCUS & MILLICHAP INC | $1,433 | 0.00% | 46 | 46 | — | $1,433 | 新建仓 |
| INR | INFINITY NAT RES INC | $1,435 | 0.00% | 113 | -14 | -11.0% | -$178 | 重新持有 |
| XPEL | XPEL INC | $1,438 | 0.00% | 29 | 29 | — | $1,438 | 新建仓 |
| ALNT | ALLIENT INC | $1,441 | 0.00% | 14 | 14 | — | $1,441 | 新建仓 |
| ENVA | ENOVA INTL INC | $1,444 | 0.00% | 6 | 6 | — | $1,444 | 新建仓 |
| SAN | BANCO SANTANDER SA | $1,449 | 0.00% | 105 | 105 | — | $1,449 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $1,450 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $1,478 | 0.00% | 14 | 14 | — | $1,478 | 新建仓 |
| GNK | GENCO SHIPPING & TRADING LTD | $1,486 | 0.00% | 60 | 60 | — | $1,486 | 新建仓 |
| ONTO | ONTO INNOVATIONS INC | $1,513 | 0.00% | 4 | -35 | -89.7% | -$1.32万 | 重新持有 |
| ESLT | ELBIT SYS LTD | $1,517 | 0.00% | 2 | 2 | — | $1,517 | 新建仓 |
| APP | APPLOVIN CORP | $1,545 | 0.00% | 3 | 3 | — | $1,545 | 新建仓 |
| MYE | MYERS INDS INC | $1,553 | 0.00% | 44 | 44 | — | $1,553 | 新建仓 |
| EVTC | EVERTEC INC | $1,555 | 0.00% | 56 | 56 | — | $1,555 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $1,570 | 0.00% | 15 | 15 | — | $1,570 | 新建仓 |
| BN | BROOKFIELD CORP | $1,575 | 0.00% | 37 | -123 | -76.9% | -$5,236 | 重新持有 |
| PEN | PENUMBRA INC | $1,578 | 0.00% | 5 | 5 | — | $1,578 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $1,580 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $1,608 | 0.00% | 8 | 8 | — | $1,608 | 新建仓 |
| IIIN | INSTEEL INDS INC | $1,630 | 0.00% | 54 | 54 | — | $1,630 | 新建仓 |
| PLPC | PREFORMED LINE PRODS CO | $1,642 | 0.00% | 4 | 4 | — | $1,642 | 新建仓 |