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 |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | $360.68万 | 0.73% | 27,139 | 23 | 0.1% | $3,057 | 加仓 |
| HRI | HERC HLDGS INC | $401.51万 | 0.82% | 40,333 | 34,083 | 545.3% | $339.30万 | 加仓 |
| TSLA | TESLA INC | $418.33万 | 0.85% | 11,253 | -56 | -0.5% | -$2.08万 | 减仓 |
| CPRT | COPART INC | $433.54万 | 0.88% | 130,584 | 185 | 0.1% | $6,142 | 加仓 |
| RELX | RELX PLC | $447.04万 | 0.91% | 134,855 | 4,885 | 3.8% | $16.19万 | 加仓 |
| MC | MOELIS & CO | $459.01万 | 0.93% | 80,528 | -2,012 | -2.4% | -$11.47万 | 减仓 |
| BA | BOEING CO | $504.16万 | 1.03% | 25,331 | -315 | -1.2% | -$6.27万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $534.76万 | 1.09% | 18,409 | -135 | -0.7% | -$3.92万 | 减仓 |
| SPGI | S&P GLOBAL INC | $569.53万 | 1.16% | 13,390 | 245 | 1.9% | $10.42万 | 加仓 |
| EFX | EQUIFAX INC | $596.27万 | 1.21% | 33,113 | 369 | 1.1% | $6.64万 | 加仓 |
| IDXX | IDEXX LABS INC | $596.56万 | 1.21% | 10,617 | -1,050 | -9.0% | -$59.00万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $605.37万 | 1.23% | 76,960 | -5,044 | -6.2% | -$39.68万 | 减仓 |
| SYK | STRYKER CORPORATION | $609.86万 | 1.24% | 18,560 | -1,279 | -6.4% | -$42.03万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $616.18万 | 1.25% | 66,341 | 66,341 | — | $616.18万 | 新建仓 |
| ZTS | ZOETIS INC | $620.39万 | 1.26% | 52,482 | 372 | 0.7% | $4.40万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $628.64万 | 1.28% | 184,137 | -20,597 | -10.1% | -$70.32万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $631.93万 | 1.29% | 12,856 | -282 | -2.1% | -$13.86万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $634.90万 | 1.29% | 50,606 | 433 | 0.9% | $5.43万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $636.33万 | 1.29% | 16,299 | 262 | 1.6% | $10.23万 | 加仓 |
| BX | BLACKSTONE INC | $638.00万 | 1.30% | 55,483 | 26 | 0.0% | $2,990 | 加仓 |
| LIN | LINDE PLC | $646.77万 | 1.32% | 13,046 | -536 | -3.9% | -$26.57万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $649.12万 | 1.32% | 21,460 | -1,051 | -4.7% | -$31.79万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $662.79万 | 1.35% | 71,800 | 163 | 0.2% | $1.50万 | 加仓 |
| MCO | MOODYS CORP | $664.32万 | 1.35% | 15,228 | -65 | -0.4% | -$2.84万 | 减仓 |
| CRM | SALESFORCE INC | $719.46万 | 1.46% | 38,542 | 195 | 0.5% | $3.64万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $728.56万 | 1.48% | 29,068 | -180 | -0.6% | -$4.51万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $739.75万 | 1.51% | 26,319 | 277 | 1.1% | $7.79万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $756.30万 | 1.54% | 27,950 | 1,182 | 4.4% | $31.98万 | 加仓 |
| GOOG | ALPHABET INC | $788.46万 | 1.60% | 27,486 | 31 | 0.1% | $8,893 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $824.13万 | 1.68% | 17,198 | -115 | -0.7% | -$5.51万 | 减仓 |
| V | VISA INC | $856.51万 | 1.74% | 28,339 | 3,012 | 11.9% | $91.03万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $858.80万 | 1.75% | 193,206 | 12,157 | 6.7% | $54.04万 | 加仓 |
| AZO | AUTOZONE INC | $872.14万 | 1.77% | 2,582 | 2 | 0.1% | $6,756 | 加仓 |
| WMB | WILLIAMS COS INC | $885.99万 | 1.80% | 121,735 | -25,769 | -17.5% | -$187.55万 | 减仓 |
| BN | BROOKFIELD CORP | $1,044.88万 | 2.13% | 258,186 | 17,067 | 7.1% | $69.07万 | 加仓 |
| META | META PLATFORMS INC | $1,206.39万 | 2.45% | 21,086 | 7,725 | 57.8% | $441.97万 | 加仓 |
| IVW | ISHARES TR | $1,358.27万 | 2.76% | 120,084 | 2,561 | 2.2% | $28.97万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,527.85万 | 3.11% | 39,850 | 39,850 | — | $1,527.85万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $1,862.12万 | 3.79% | 106,773 | -1,485 | -1.4% | -$25.90万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,232.20万 | 4.54% | 60,302 | 20,494 | 51.5% | $758.63万 | 加仓 |
| AAPL | APPLE INC | $2,646.13万 | 5.38% | 104,265 | 29,296 | 39.1% | $743.50万 | 加仓 |
| GOOGL | ALPHABET INC | $2,710.71万 | 5.52% | 94,266 | 20,290 | 27.4% | $583.46万 | 加仓 |
| AMZN | AMAZON COM INC | $3,221.83万 | 6.56% | 154,695 | 38,858 | 33.5% | $809.30万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,380.53万 | 6.88% | 58,570 | 9,553 | 19.5% | $551.38万 | 加仓 |