Blue Zone Wealth Advisors, LLC
LOS ANGELES CA · SEC CIK 0001803106
$4.91亿2026Q1 申报市值
130持仓数
43.1%前十大占比 · 第一大 6.9%
8 / 12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
SMH 新建仓+$1,527.85万
AMZN 加仓+$809.30万
MSFT 加仓+$758.63万
AAPL 加仓+$743.50万
NEE 新建仓+$616.18万
2026Q1 卖出最多 按季末市值估算
MKL 减仓-$709.74万
STE 减仓-$592.34万
BLK 清仓-$564.28万
IRT 清仓-$524.07万
DHR 清仓-$519.92万
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 |
|---|---|---|---|---|---|---|---|---|
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -5,272 | -100.0% | -$564.28万 | 清仓 |
| IRT | INDEPENDENCE RLTY TR INC | $0 | 0.00% | 0 | -299,811 | -100.0% | -$524.07万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -22,712 | -100.0% | -$519.92万 | 清仓 |
| ESTC | ELASTIC N V | $0 | 0.00% | 0 | -58,542 | -100.0% | -$441.64万 | 清仓 |
| GXO | GXO LOGISTICS INCORPORATED | $0 | 0.00% | 0 | -72,239 | -100.0% | -$380.27万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -94,998 | -100.0% | -$360.61万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -40,282 | -100.0% | -$347.51万 | 清仓 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | -24,408 | -100.0% | -$211.06万 | 清仓 |
| GBIL | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -16,895 | -100.0% | -$168.85万 | 清仓 |
| PK | PARK HOTELS & RESORTS INC | $0 | 0.00% | 0 | -69,153 | -100.0% | -$72.33万 | 清仓 |
| GCAL | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -5,498 | -100.0% | -$27.99万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PWZ | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -9,459 | -100.0% | -$22.85万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TRX GOLD CORPORATION | $2.40万 | 0.00% | 15,972 | 0 | 0.0% | — | 不变 |
| — | CARPARTS COM INC | $4.68万 | 0.01% | 59,523 | 0 | 0.0% | — | 不变 |
| THM | INTERNATIONAL TOWER HILL MIN | $5.29万 | 0.01% | 23,000 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $20.37万 | 0.04% | 11,475 | 293 | 2.6% | $5,201 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $20.81万 | 0.04% | 1,000 | -92 | -8.4% | -$1.91万 | 减仓 |
| NEM | NEWMONT CORP | $20.92万 | 0.04% | 1,933 | 1,933 | — | $20.92万 | 新建仓 |
| VFLO | VICTORY PORTFOLIOS II | $21.08万 | 0.04% | 5,339 | -97 | -1.8% | -$3,830 | 减仓 |
| GDXJ | VANECK ETF TRUST | $21.32万 | 0.04% | 1,776 | -70 | -3.8% | -$8,403 | 减仓 |
| AMAT | APPLIED MATLS INC | $21.46万 | 0.04% | 628 | 628 | — | $21.46万 | 新建仓 |
| EFAX | SPDR INDEX SHS FDS | $22.69万 | 0.05% | 4,560 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $23.16万 | 0.05% | 121 | -3,708 | -96.8% | -$709.74万 | 减仓 |
| RTX | RTX CORPORATION | $23.59万 | 0.05% | 1,223 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $24.26万 | 0.05% | 1,519 | -145 | -8.7% | -$2.32万 | 减仓 |
| VLO | VALERO ENERGY CORP | $24.78万 | 0.05% | 1,003 | 1,003 | — | $24.78万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $25.58万 | 0.05% | 1,290 | -12 | -0.9% | -$2,379 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $25.61万 | 0.05% | 917 | 6 | 0.7% | $1,675 | 加仓 |
| CVX | CHEVRON CORPORATION | $25.80万 | 0.05% | 1,247 | 1,247 | — | $25.80万 | 新建仓 |
| EFAV | ISHARES TR | $26.38万 | 0.05% | 2,887 | 20 | 0.7% | $1,828 | 加仓 |
| SPYG | SPDR SERIES TRUST | $26.47万 | 0.05% | 2,703 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $27.34万 | 0.06% | 4,700 | -3,006 | -39.0% | -$17.49万 | 减仓 |
| STE | STERIS PLC | $27.60万 | 0.06% | 1,248 | -26,787 | -95.5% | -$592.34万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $28.08万 | 0.06% | 562 | -81 | -12.6% | -$4.05万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $28.89万 | 0.06% | 2,692 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $29.27万 | 0.06% | 1,370 | -110 | -7.4% | -$2.35万 | 减仓 |
| IJR | ISHARES TR | $29.40万 | 0.06% | 2,365 | 13 | 0.6% | $1,616 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $29.61万 | 0.06% | 858 | 0 | 0.0% | — | 不变 |
| SILJ | AMPLIFY ETF TR | $29.62万 | 0.06% | 9,966 | -161 | -1.6% | -$4,785 | 减仓 |
| DIS | DISNEY WALT CO | $29.87万 | 0.06% | 3,099 | -43,198 | -93.3% | -$416.34万 | 减仓 |
| YUM | YUM BRANDS INC | $30.47万 | 0.06% | 1,960 | 4 | 0.2% | $622 | 加仓 |
| BRO | BROWN & BROWN INC | $31.30万 | 0.06% | 4,800 | 4,800 | — | $31.30万 | 新建仓 |
| DGRO | ISHARES TR | $31.58万 | 0.06% | 4,500 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $32.37万 | 0.07% | 2,883 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $33.51万 | 0.07% | 513 | -615 | -54.5% | -$40.17万 | 减仓 |
| NFLX | NETFLIX INC. | $33.75万 | 0.07% | 3,510 | -40 | -1.1% | -$3,846 | 减仓 |
| VB | VANGUARD INDEX FDS | $33.89万 | 0.07% | 1,294 | -112 | -8.0% | -$2.93万 | 减仓 |
| IWR | ISHARES TR | $34.43万 | 0.07% | 3,541 | -558 | -13.6% | -$5.43万 | 减仓 |
| EPI | WISDOMTREE TR | $36.24万 | 0.07% | 8,882 | -1,226 | -12.1% | -$5.00万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $36.41万 | 0.07% | 1,794 | -29 | -1.6% | -$5,886 | 减仓 |
| DSI | ISHARES TR | $36.67万 | 0.07% | 3,026 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $37.43万 | 0.08% | 4,036 | 43 | 1.1% | $3,988 | 加仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $39.11万 | 0.08% | 8,000 | -3,000 | -27.3% | -$14.67万 | 减仓 |
| SNAP | SNAP INC | $40.43万 | 0.08% | 87,881 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $40.55万 | 0.08% | 3,263 | -25 | -0.8% | -$3,107 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $40.65万 | 0.08% | 1,663 | -105 | -5.9% | -$2.57万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $43.39万 | 0.09% | 1,475 | 14 | 1.0% | $4,118 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $44.03万 | 0.09% | 11,064 | -9,515 | -46.2% | -$37.87万 | 减仓 |
| SLV | ISHARES SILVER TR | $45.79万 | 0.09% | 6,720 | 0 | 0.0% | — | 不变 |
| TOTL | SSGA ACTIVE ETF TR | $47.53万 | 0.10% | 11,963 | 248 | 2.1% | $9,853 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $48.94万 | 0.10% | 2,550 | 50 | 2.0% | $9,596 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $52.91万 | 0.11% | 8,636 | 118 | 1.4% | $7,229 | 加仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $54.72万 | 0.11% | 45,985 | -1,636 | -3.4% | -$1.95万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $55.27万 | 0.11% | 2,817 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $55.70万 | 0.11% | 17,400 | -100 | -0.6% | -$3,201 | 减仓 |
| AVGO | BROADCOM INC | $58.31万 | 0.12% | 1,884 | 28 | 1.5% | $8,666 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $59.35万 | 0.12% | 12,850 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $60.33万 | 0.12% | 4,177 | 9 | 0.2% | $1,300 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $65.25万 | 0.13% | 16,235 | 2,417 | 17.5% | $9.71万 | 加仓 |
| GLD | SPDR GOLD TR | $65.62万 | 0.13% | 1,525 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $69.27万 | 0.14% | 4,461 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $71.09万 | 0.14% | 10,192 | -483 | -4.5% | -$3.37万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $74.13万 | 0.15% | 3,447 | 322 | 10.3% | $6.92万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $75.53万 | 0.15% | 4,558 | -85 | -1.8% | -$1.41万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $81.96万 | 0.17% | 2,425 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $83.50万 | 0.17% | 10,979 | -2 | -0.0% | -$152 | 减仓 |
| BAC | BANK AMERICA CORP | $86.76万 | 0.18% | 17,797 | 12,148 | 215.0% | $59.22万 | 加仓 |
| EMXC | ISHARES INC | $87.05万 | 0.18% | 11,066 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $90.12万 | 0.18% | 9,955 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $91.07万 | 0.19% | 914 | -79 | -8.0% | -$7.87万 | 减仓 |
| QUAL | ISHARES TR | $100.89万 | 0.21% | 5,260 | 1,497 | 39.8% | $28.71万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $111.19万 | 0.23% | 17,352 | -355 | -2.0% | -$2.27万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $113.48万 | 0.23% | 1,840 | -4 | -0.2% | -$2,467 | 减仓 |
| EFV | ISHARES TR | $120.23万 | 0.24% | 16,171 | -766 | -4.5% | -$5.70万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $127.66万 | 0.26% | 51,579 | -3,318 | -6.0% | -$8.21万 | 减仓 |
| RACE | FERRARI N V | $137.11万 | 0.28% | 4,051 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $140.76万 | 0.29% | 6,667 | 1,588 | 31.3% | $33.53万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $158.11万 | 0.32% | 2,646 | 117 | 4.6% | $6.99万 | 加仓 |
| EFA | ISHARES TR | $170.31万 | 0.35% | 17,534 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $211.73万 | 0.43% | 10,408 | -11 | -0.1% | -$2,238 | 减仓 |
| BLW | BLACKROCK LTD DURATION INCOM | $218.24万 | 0.44% | 173,341 | -99,355 | -36.4% | -$125.09万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $220.99万 | 0.45% | 3,398 | 1,300 | 62.0% | $84.54万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $235.74万 | 0.48% | 23,800 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $267.36万 | 0.54% | 6,121 | 433 | 7.6% | $18.91万 | 加仓 |
| CSGP | COSTAR GROUP INC | $288.30万 | 0.59% | 71,468 | -88 | -0.1% | -$3,550 | 减仓 |
| U | UNITY SOFTWARE INC | $290.30万 | 0.59% | 132,314 | 132,314 | — | $290.30万 | 新建仓 |
| ONEQ | FIDELITY COMWLTH TR | $330.81万 | 0.67% | 38,960 | 1,700 | 4.6% | $14.43万 | 加仓 |
| VEEV | VEEVA SYS INC | $334.63万 | 0.68% | 19,050 | 719 | 3.9% | $12.63万 | 加仓 |