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 |
|---|---|---|---|---|---|---|---|---|
| BA | BOEING CO | $524.62万 | 0.92% | 24,235 | -1,096 | -4.3% | -$23.73万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $532.12万 | 0.93% | 18,150 | -259 | -1.4% | -$7.59万 | 减仓 |
| SPGI | S&P GLOBAL INC | $536.28万 | 0.94% | 13,168 | -222 | -1.7% | -$9.04万 | 减仓 |
| IDXX | IDEXX LABS INC | $581.61万 | 1.02% | 11,048 | 431 | 4.1% | $22.69万 | 加仓 |
| CRM | SALESFORCE INC | $594.95万 | 1.04% | 37,977 | -565 | -1.5% | -$8.85万 | 减仓 |
| HRI | HERC HLDGS INC | $596.15万 | 1.04% | 41,590 | 1,257 | 3.1% | $18.02万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $604.67万 | 1.06% | 10,409 | 1 | 0.0% | $581 | 加仓 |
| NEE | NEXTERA ENERGY INC | $606.88万 | 1.06% | 69,144 | 2,803 | 4.2% | $24.60万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $626.97万 | 1.09% | 72,357 | -4,603 | -6.0% | -$39.88万 | 减仓 |
| BX | BLACKSTONE INC | $628.51万 | 1.10% | 53,413 | -2,070 | -3.7% | -$24.36万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $633.04万 | 1.11% | 12,626 | -230 | -1.8% | -$11.53万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $634.32万 | 1.11% | 26,139 | -180 | -0.7% | -$4.37万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $654.70万 | 1.14% | 71,094 | -706 | -1.0% | -$6.50万 | 减仓 |
| LIN | LINDE PLC | $660.40万 | 1.15% | 12,726 | -320 | -2.5% | -$16.61万 | 减仓 |
| MCO | MOODYS CORP | $668.56万 | 1.17% | 14,761 | -467 | -3.1% | -$21.15万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $669.74万 | 1.17% | 19,800 | -1,660 | -7.7% | -$56.15万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $708.98万 | 1.24% | 23,800 | 0 | 0.0% | — | 不变 |
| ESI | ELEMENT SOLUTIONS INC | $770.19万 | 1.34% | 161,297 | -22,840 | -12.4% | -$109.06万 | 减仓 |
| AZO | AUTOZONE INC | $820.08万 | 1.43% | 2,566 | -16 | -0.6% | -$5.11万 | 减仓 |
| WMB | WILLIAMS COS INC | $825.00万 | 1.44% | 110,977 | -10,758 | -8.8% | -$79.97万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $836.15万 | 1.46% | 16,710 | -488 | -2.8% | -$24.42万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $849.67万 | 1.48% | 189,447 | -3,759 | -1.9% | -$16.86万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $927.62万 | 1.62% | 25,839 | -3,229 | -11.1% | -$115.92万 | 减仓 |
| V | VISA INC | $968.13万 | 1.69% | 28,218 | -121 | -0.4% | -$4.15万 | 减仓 |
| GOOG | ALPHABET INC | $971.16万 | 1.70% | 27,486 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $1,098.68万 | 1.92% | 257,967 | -219 | -0.1% | -$9,327 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,139.50万 | 1.99% | 27,416 | -534 | -1.9% | -$22.19万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,179.13万 | 2.06% | 15,451 | -848 | -5.2% | -$64.71万 | 减仓 |
| IVW | ISHARES TR | $1,669.13万 | 2.91% | 121,365 | 1,281 | 1.1% | $17.62万 | 加仓 |
| META | META PLATFORMS INC | $1,798.47万 | 3.14% | 31,928 | 10,842 | 51.4% | $610.72万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,286.92万 | 3.99% | 61,308 | 1,006 | 1.7% | $37.53万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,594.49万 | 4.53% | 129,666 | 22,893 | 21.4% | $458.07万 | 加仓 |
| AAPL | APPLE INC | $3,023.17万 | 5.28% | 104,478 | 213 | 0.2% | $6.16万 | 加仓 |
| SMH | VANECK ETF TRUST | $3,313.10万 | 5.78% | 50,513 | 10,663 | 26.8% | $699.38万 | 加仓 |
| GOOGL | ALPHABET INC | $3,379.76万 | 5.90% | 94,573 | 307 | 0.3% | $10.97万 | 加仓 |
| AMZN | AMAZON COM INC | $4,133.46万 | 7.22% | 173,427 | 18,732 | 12.1% | $446.46万 | 加仓 |
| QQQ | INVESCO QQQ TR | $4,311.38万 | 7.53% | 58,547 | -23 | -0.0% | -$1.69万 | 减仓 |