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 |
|---|---|---|---|---|---|---|---|---|
| MC | MOELIS & CO | $0 | 0.00% | 0 | -80,528 | -100.0% | -$459.01万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -71,468 | -100.0% | -$288.30万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -17,400 | -100.0% | -$55.70万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -3,099 | -100.0% | -$29.87万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -1,248 | -100.0% | -$27.60万 | 清仓 |
| DYNF | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -4,700 | -100.0% | -$27.34万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,290 | -100.0% | -$25.58万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -1,519 | -100.0% | -$24.26万 | 清仓 |
| MKL | MARKEL GROUP INC | $0 | 0.00% | 0 | -121 | -100.0% | -$23.16万 | 清仓 |
| GDXJ | VANECK ETF TRUST | $0 | 0.00% | 0 | -1,776 | -100.0% | -$21.32万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -1,933 | -100.0% | -$20.92万 | 清仓 |
| — | CARPARTS COM INC | $0 | 0.00% | 0 | -59,523 | -100.0% | -$4.68万 | 清仓 |
| — | TRX GOLD CORPORATION | $1.32万 | 0.00% | 15,972 | 0 | 0.0% | — | 不变 |
| THM | INTERNATIONAL TOWER HILL MIN | $4.58万 | 0.01% | 23,000 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $20.42万 | 0.04% | 1,232 | -15 | -1.2% | -$2,486 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $20.85万 | 0.04% | 11,662 | 187 | 1.6% | $3,344 | 加仓 |
| LLY | ELI LILLY & CO | $20.99万 | 0.04% | 175 | -24 | -12.1% | -$2.88万 | 重新持有 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.19万 | 0.04% | 789 | 4 | 0.5% | $1,125 | 重新持有 |
| CEG | CONSTELLATION ENERGY CORP | $22.87万 | 0.04% | 921 | 4 | 0.4% | $993 | 加仓 |
| CMPR | CIMPRESS PLC | $23.21万 | 0.04% | 2,282 | 2,282 | — | $23.21万 | 新建仓 |
| RTX | RTX CORPORATION | $23.62万 | 0.04% | 1,245 | 22 | 1.8% | $4,174 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $24.43万 | 0.04% | 5,339 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $24.62万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| EFAX | SPDR INDEX SHS FDS | $24.68万 | 0.04% | 4,560 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $24.78万 | 0.04% | 663 | 663 | — | $24.78万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $24.93万 | 0.04% | 858 | 0 | 0.0% | — | 不变 |
| SILJ | AMPLIFY ETF TR | $25.83万 | 0.05% | 9,966 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $25.99万 | 0.05% | 2,963 | 76 | 2.6% | $6,667 | 加仓 |
| VLO | VALERO ENERGY CORP | $26.12万 | 0.05% | 1,003 | 0 | 0.0% | — | 不变 |
| BAI | BLACKROCK ETF TRUST | $26.36万 | 0.05% | 5,000 | 5,000 | — | $26.36万 | 新建仓 |
| NFLX | NETFLIX INC. | $26.49万 | 0.05% | 3,710 | 200 | 5.7% | $1.43万 | 加仓 |
| IWR | ISHARES TR | $27.08万 | 0.05% | 2,455 | -1,086 | -30.7% | -$11.98万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $27.83万 | 0.05% | 1,794 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $28.25万 | 0.05% | 550 | -12 | -2.1% | -$6,163 | 减仓 |
| BRO | BROWN & BROWN INC | $30.79万 | 0.05% | 4,800 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $31.44万 | 0.05% | 1,967 | 7 | 0.4% | $1,119 | 加仓 |
| SPYG | SPDR SERIES TRUST | $31.69万 | 0.06% | 2,663 | -40 | -1.5% | -$4,760 | 减仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $33.52万 | 0.06% | 6,750 | -1,250 | -15.6% | -$6.21万 | 减仓 |
| DGRO | ISHARES TR | $34.11万 | 0.06% | 4,500 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $34.60万 | 0.06% | 462 | -51 | -9.9% | -$3.82万 | 减仓 |
| IJR | ISHARES TR | $35.26万 | 0.06% | 2,377 | 12 | 0.5% | $1,780 | 加仓 |
| WMT | WALMART INC | $35.85万 | 0.06% | 3,165 | -98 | -3.0% | -$1.11万 | 减仓 |
| SLV | ISHARES SILVER TR | $35.93万 | 0.06% | 6,720 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE TR | $38.00万 | 0.07% | 8,882 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $38.12万 | 0.07% | 2,883 | 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 |
| SNAP | SNAP INC | $39.02万 | 0.07% | 87,881 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $39.22万 | 0.07% | 1,294 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $39.27万 | 0.07% | 4,071 | 35 | 0.9% | $3,376 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $41.14万 | 0.07% | 1,620 | -43 | -2.6% | -$1.09万 | 减仓 |
| DSI | ISHARES TR | $43.09万 | 0.08% | 3,026 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $44.52万 | 0.08% | 2,692 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $45.40万 | 0.08% | 628 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $46.47万 | 0.08% | 8,750 | 114 | 1.3% | $6,055 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $46.69万 | 0.08% | 11,064 | 0 | 0.0% | — | 不变 |
| TOTL | SSGA ACTIVE ETF TR | $47.81万 | 0.08% | 12,114 | 151 | 1.3% | $5,960 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $48.35万 | 0.08% | 1,477 | 2 | 0.1% | $655 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $50.85万 | 0.09% | 12,850 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CALIF AMT FREE MUNI I | $54.76万 | 0.10% | 43,703 | -2,282 | -5.0% | -$2.86万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $56.38万 | 0.10% | 2,650 | 100 | 3.9% | $2.13万 | 加仓 |
| GLD | SPDR GOLD TR | $57.21万 | 0.10% | 1,553 | 28 | 1.8% | $1.03万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $59.37万 | 0.10% | 1,370 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $60.40万 | 0.11% | 4,461 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $61.25万 | 0.11% | 4,177 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $61.39万 | 0.11% | 2,817 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $72.30万 | 0.13% | 1,914 | 30 | 1.6% | $1.13万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $76.56万 | 0.13% | 4,334 | -224 | -4.9% | -$3.96万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $78.95万 | 0.14% | 844 | -70 | -7.7% | -$6.55万 | 减仓 |
| BAC | BANK OF AMER CORP | $79.70万 | 0.14% | 13,987 | -3,810 | -21.4% | -$21.71万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $81.75万 | 0.14% | 17,320 | 1,085 | 6.7% | $5.12万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $83.57万 | 0.15% | 3,532 | 85 | 2.5% | $2.01万 | 加仓 |
| IEMG | ISHARES INC | $84.72万 | 0.15% | 10,227 | 35 | 0.3% | $2,899 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $85.01万 | 0.15% | 10,233 | 10,233 | — | $85.01万 | 新建仓 |
| KO | COCA COLA CO | $89.23万 | 0.16% | 10,979 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $96.15万 | 0.17% | 9,955 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $113.21万 | 0.20% | 11,066 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $117.02万 | 0.20% | 2,450 | 25 | 1.0% | $1.19万 | 加仓 |
| EFV | ISHARES TR | $120.19万 | 0.21% | 15,701 | -470 | -2.9% | -$3.60万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $123.83万 | 0.22% | 17,379 | 27 | 0.2% | $1,924 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $129.41万 | 0.23% | 1,840 | 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 |
| RACE | FERRARI N V | $150.81万 | 0.26% | 4,051 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $182.14万 | 0.32% | 17,534 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $194.71万 | 0.34% | 2,835 | 189 | 7.1% | $12.98万 | 加仓 |
| BLW | BLACKROCK LTD DURATION INCOM | $203.51万 | 0.36% | 162,935 | -10,406 | -6.0% | -$13.00万 | 减仓 |
| QUAL | ISHARES TR | $212.47万 | 0.37% | 9,683 | 4,423 | 84.1% | $97.05万 | 加仓 |
| IVE | ISHARES TR | $219.96万 | 0.38% | 9,687 | 3,020 | 45.3% | $68.57万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $261.36万 | 0.46% | 3,500 | 102 | 3.0% | $7.62万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $314.55万 | 0.55% | 36,516 | -210 | -0.6% | -$1.81万 | 减仓 |
| VEEV | VEEVA SYS INC | $336.27万 | 0.59% | 18,948 | -102 | -0.5% | -$1.81万 | 减仓 |
| CPRT | COPART INC | $363.48万 | 0.63% | 128,941 | -1,643 | -1.3% | -$4.63万 | 减仓 |
| ZTS | ZOETIS INC | $371.78万 | 0.65% | 51,737 | -745 | -1.4% | -$5.35万 | 减仓 |
| U | UNITY SOFTWARE INC | $383.86万 | 0.67% | 134,309 | 1,995 | 1.5% | $5.70万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $404.67万 | 0.71% | 39,205 | 245 | 0.6% | $2.53万 | 加仓 |
| RELX | RELX PLC | $423.73万 | 0.74% | 133,796 | -1,059 | -0.8% | -$3.35万 | 减仓 |
| SYK | STRYKER CORPORATION | $442.57万 | 0.77% | 14,057 | -4,503 | -24.3% | -$141.77万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $487.60万 | 0.85% | 50,802 | 196 | 0.4% | $1.88万 | 加仓 |
| TSLA | TESLA INC | $508.93万 | 0.89% | 12,100 | 847 | 7.5% | $35.62万 | 加仓 |
| EFX | EQUIFAX INC | $516.38万 | 0.90% | 32,534 | -579 | -1.7% | -$9.19万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $517.28万 | 0.90% | 27,151 | 12 | 0.0% | $2,286 | 加仓 |