Blue Zone Wealth Advisors, LLC
LOS ANGELES CA · SEC CIK 0001803106
$5.73亿2026Q2 申报市值
125持仓数
48.3%前十大占比 · 第一大 7.5%
5 / 12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
SMH 加仓+$699.38万
META 加仓+$610.72万
NVDA 加仓+$458.07万
AMZN 加仓+$446.46万
QUAL 加仓+$97.05万
2026Q2 卖出最多 按季末市值估算
MC 清仓-$459.01万
CSGP 清仓-$288.30万
SYK 减仓-$141.77万
WST 减仓-$115.92万
ESI 减仓-$109.06万
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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $4,311.38万 | 7.53% | 58,547 | -23 | -0.0% | -$1.69万 | 减仓 |
| AMZN | AMAZON COM INC | $4,133.46万 | 7.22% | 173,427 | 18,732 | 12.1% | $446.46万 | 加仓 |
| GOOGL | ALPHABET INC | $3,379.76万 | 5.90% | 94,573 | 307 | 0.3% | $10.97万 | 加仓 |
| SMH | VANECK ETF TRUST | $3,313.10万 | 5.78% | 50,513 | 10,663 | 26.8% | $699.38万 | 加仓 |
| AAPL | APPLE INC | $3,023.17万 | 5.28% | 104,478 | 213 | 0.2% | $6.16万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,594.49万 | 4.53% | 129,666 | 22,893 | 21.4% | $458.07万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,286.92万 | 3.99% | 61,308 | 1,006 | 1.7% | $37.53万 | 加仓 |
| META | META PLATFORMS INC | $1,798.47万 | 3.14% | 31,928 | 10,842 | 51.4% | $610.72万 | 加仓 |
| IVW | ISHARES TR | $1,669.13万 | 2.91% | 121,365 | 1,281 | 1.1% | $17.62万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,179.13万 | 2.06% | 15,451 | -848 | -5.2% | -$64.71万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,139.50万 | 1.99% | 27,416 | -534 | -1.9% | -$22.19万 | 减仓 |
| BN | BROOKFIELD CORP | $1,098.68万 | 1.92% | 257,967 | -219 | -0.1% | -$9,327 | 减仓 |
| GOOG | ALPHABET INC | $971.16万 | 1.70% | 27,486 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $968.13万 | 1.69% | 28,218 | -121 | -0.4% | -$4.15万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $927.62万 | 1.62% | 25,839 | -3,229 | -11.1% | -$115.92万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $849.67万 | 1.48% | 189,447 | -3,759 | -1.9% | -$16.86万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $836.15万 | 1.46% | 16,710 | -488 | -2.8% | -$24.42万 | 减仓 |
| WMB | WILLIAMS COS INC | $825.00万 | 1.44% | 110,977 | -10,758 | -8.8% | -$79.97万 | 减仓 |
| AZO | AUTOZONE INC | $820.08万 | 1.43% | 2,566 | -16 | -0.6% | -$5.11万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $770.19万 | 1.34% | 161,297 | -22,840 | -12.4% | -$109.06万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $708.98万 | 1.24% | 23,800 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $669.74万 | 1.17% | 19,800 | -1,660 | -7.7% | -$56.15万 | 减仓 |
| MCO | MOODYS CORP | $668.56万 | 1.17% | 14,761 | -467 | -3.1% | -$21.15万 | 减仓 |
| LIN | LINDE PLC | $660.40万 | 1.15% | 12,726 | -320 | -2.5% | -$16.61万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $654.70万 | 1.14% | 71,094 | -706 | -1.0% | -$6.50万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $634.32万 | 1.11% | 26,139 | -180 | -0.7% | -$4.37万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $633.04万 | 1.11% | 12,626 | -230 | -1.8% | -$11.53万 | 减仓 |
| BX | BLACKSTONE INC | $628.51万 | 1.10% | 53,413 | -2,070 | -3.7% | -$24.36万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $626.97万 | 1.09% | 72,357 | -4,603 | -6.0% | -$39.88万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $606.88万 | 1.06% | 69,144 | 2,803 | 4.2% | $24.60万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $604.67万 | 1.06% | 10,409 | 1 | 0.0% | $581 | 加仓 |
| HRI | HERC HLDGS INC | $596.15万 | 1.04% | 41,590 | 1,257 | 3.1% | $18.02万 | 加仓 |
| CRM | SALESFORCE INC | $594.95万 | 1.04% | 37,977 | -565 | -1.5% | -$8.85万 | 减仓 |
| IDXX | IDEXX LABS INC | $581.61万 | 1.02% | 11,048 | 431 | 4.1% | $22.69万 | 加仓 |
| SPGI | S&P GLOBAL INC | $536.28万 | 0.94% | 13,168 | -222 | -1.7% | -$9.04万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $532.12万 | 0.93% | 18,150 | -259 | -1.4% | -$7.59万 | 减仓 |
| BA | BOEING CO | $524.62万 | 0.92% | 24,235 | -1,096 | -4.3% | -$23.73万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $517.28万 | 0.90% | 27,151 | 12 | 0.0% | $2,286 | 加仓 |
| EFX | EQUIFAX INC | $516.38万 | 0.90% | 32,534 | -579 | -1.7% | -$9.19万 | 减仓 |
| TSLA | TESLA INC | $508.93万 | 0.89% | 12,100 | 847 | 7.5% | $35.62万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $487.60万 | 0.85% | 50,802 | 196 | 0.4% | $1.88万 | 加仓 |
| SYK | STRYKER CORPORATION | $442.57万 | 0.77% | 14,057 | -4,503 | -24.3% | -$141.77万 | 减仓 |
| RELX | RELX PLC | $423.73万 | 0.74% | 133,796 | -1,059 | -0.8% | -$3.35万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $404.67万 | 0.71% | 39,205 | 245 | 0.6% | $2.53万 | 加仓 |
| U | UNITY SOFTWARE INC | $383.86万 | 0.67% | 134,309 | 1,995 | 1.5% | $5.70万 | 加仓 |
| ZTS | ZOETIS INC | $371.78万 | 0.65% | 51,737 | -745 | -1.4% | -$5.35万 | 减仓 |
| CPRT | COPART INC | $363.48万 | 0.63% | 128,941 | -1,643 | -1.3% | -$4.63万 | 减仓 |
| VEEV | VEEVA SYS INC | $336.27万 | 0.59% | 18,948 | -102 | -0.5% | -$1.81万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $314.55万 | 0.55% | 36,516 | -210 | -0.6% | -$1.81万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $261.36万 | 0.46% | 3,500 | 102 | 3.0% | $7.62万 | 加仓 |
| IVE | ISHARES TR | $219.96万 | 0.38% | 9,687 | 3,020 | 45.3% | $68.57万 | 加仓 |
| QUAL | ISHARES TR | $212.47万 | 0.37% | 9,683 | 4,423 | 84.1% | $97.05万 | 加仓 |
| BLW | BLACKROCK LTD DURATION INCOM | $203.51万 | 0.36% | 162,935 | -10,406 | -6.0% | -$13.00万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $194.71万 | 0.34% | 2,835 | 189 | 7.1% | $12.98万 | 加仓 |
| EFA | ISHARES TR | $182.14万 | 0.32% | 17,534 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $150.81万 | 0.26% | 4,051 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $134.84万 | 0.24% | 48,679 | -2,900 | -5.6% | -$8.03万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $129.41万 | 0.23% | 1,840 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $123.83万 | 0.22% | 17,379 | 27 | 0.2% | $1,924 | 加仓 |
| EFV | ISHARES TR | $120.19万 | 0.21% | 15,701 | -470 | -2.9% | -$3.60万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $117.02万 | 0.20% | 2,450 | 25 | 1.0% | $1.19万 | 加仓 |
| EMXC | ISHARES INC | $113.21万 | 0.20% | 11,066 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $96.15万 | 0.17% | 9,955 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $89.23万 | 0.16% | 10,979 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $85.01万 | 0.15% | 10,233 | 10,233 | — | $85.01万 | 新建仓 |
| IEMG | ISHARES INC | $84.72万 | 0.15% | 10,227 | 35 | 0.3% | $2,899 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $83.57万 | 0.15% | 3,532 | 85 | 2.5% | $2.01万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $81.75万 | 0.14% | 17,320 | 1,085 | 6.7% | $5.12万 | 加仓 |
| BAC | BANK OF AMER CORP | $79.70万 | 0.14% | 13,987 | -3,810 | -21.4% | -$21.71万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $78.95万 | 0.14% | 844 | -70 | -7.7% | -$6.55万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $76.56万 | 0.13% | 4,334 | -224 | -4.9% | -$3.96万 | 减仓 |
| AVGO | BROADCOM INC | $72.30万 | 0.13% | 1,914 | 30 | 1.6% | $1.13万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $61.39万 | 0.11% | 2,817 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $61.25万 | 0.11% | 4,177 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $60.40万 | 0.11% | 4,461 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $59.37万 | 0.10% | 1,370 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $57.21万 | 0.10% | 1,553 | 28 | 1.8% | $1.03万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $56.38万 | 0.10% | 2,650 | 100 | 3.9% | $2.13万 | 加仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $54.76万 | 0.10% | 43,703 | -2,282 | -5.0% | -$2.86万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $50.85万 | 0.09% | 12,850 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $48.35万 | 0.08% | 1,477 | 2 | 0.1% | $655 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $47.81万 | 0.08% | 12,114 | 151 | 1.3% | $5,960 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $46.69万 | 0.08% | 11,064 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $46.47万 | 0.08% | 8,750 | 114 | 1.3% | $6,055 | 加仓 |
| AMAT | APPLIED MATLS INC | $45.40万 | 0.08% | 628 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $44.52万 | 0.08% | 2,692 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $43.09万 | 0.08% | 3,026 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $41.14万 | 0.07% | 1,620 | -43 | -2.6% | -$1.09万 | 减仓 |
| USMV | ISHARES TR | $39.27万 | 0.07% | 4,071 | 35 | 0.9% | $3,376 | 加仓 |
| VB | VANGUARD INDEX FDS | $39.22万 | 0.07% | 1,294 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $39.02万 | 0.07% | 87,881 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $38.67万 | 0.07% | 2,263 | 2,263 | — | $38.67万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $38.12万 | 0.07% | 2,883 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE TR | $38.00万 | 0.07% | 8,882 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $35.93万 | 0.06% | 6,720 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $35.85万 | 0.06% | 3,165 | -98 | -3.0% | -$1.11万 | 减仓 |
| IJR | ISHARES TR | $35.26万 | 0.06% | 2,377 | 12 | 0.5% | $1,780 | 加仓 |
| IVV | ISHARES TR | $34.60万 | 0.06% | 462 | -51 | -9.9% | -$3.82万 | 减仓 |
| DGRO | ISHARES TR | $34.11万 | 0.06% | 4,500 | 0 | 0.0% | — | 不变 |
| FCAL | FIRST TR EXCH TRADED FD III | $33.52万 | 0.06% | 6,750 | -1,250 | -15.6% | -$6.21万 | 减仓 |