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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $3,380.53万 | 6.88% | 58,570 | 9,553 | 19.5% | $551.38万 | 加仓 |
| AMZN | AMAZON COM INC | $3,221.83万 | 6.56% | 154,695 | 38,858 | 33.5% | $809.30万 | 加仓 |
| GOOGL | ALPHABET INC | $2,710.71万 | 5.52% | 94,266 | 20,290 | 27.4% | $583.46万 | 加仓 |
| AAPL | APPLE INC | $2,646.13万 | 5.38% | 104,265 | 29,296 | 39.1% | $743.50万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,232.20万 | 4.54% | 60,302 | 20,494 | 51.5% | $758.63万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,862.12万 | 3.79% | 106,773 | -1,485 | -1.4% | -$25.90万 | 减仓 |
| SMH | VANECK ETF TRUST | $1,527.85万 | 3.11% | 39,850 | 39,850 | — | $1,527.85万 | 新建仓 |
| IVW | ISHARES TR | $1,358.27万 | 2.76% | 120,084 | 2,561 | 2.2% | $28.97万 | 加仓 |
| META | META PLATFORMS INC | $1,206.39万 | 2.45% | 21,086 | 7,725 | 57.8% | $441.97万 | 加仓 |
| BN | BROOKFIELD CORP | $1,044.88万 | 2.13% | 258,186 | 17,067 | 7.1% | $69.07万 | 加仓 |
| WMB | WILLIAMS COS INC | $885.99万 | 1.80% | 121,735 | -25,769 | -17.5% | -$187.55万 | 减仓 |
| AZO | AUTOZONE INC | $872.14万 | 1.77% | 2,582 | 2 | 0.1% | $6,756 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $858.80万 | 1.75% | 193,206 | 12,157 | 6.7% | $54.04万 | 加仓 |
| V | VISA INC | $856.51万 | 1.74% | 28,339 | 3,012 | 11.9% | $91.03万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $824.13万 | 1.68% | 17,198 | -115 | -0.7% | -$5.51万 | 减仓 |
| GOOG | ALPHABET INC | $788.46万 | 1.60% | 27,486 | 31 | 0.1% | $8,893 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $756.30万 | 1.54% | 27,950 | 1,182 | 4.4% | $31.98万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $739.75万 | 1.51% | 26,319 | 277 | 1.1% | $7.79万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $728.56万 | 1.48% | 29,068 | -180 | -0.6% | -$4.51万 | 减仓 |
| CRM | SALESFORCE INC | $719.46万 | 1.46% | 38,542 | 195 | 0.5% | $3.64万 | 加仓 |
| MCO | MOODYS CORP | $664.32万 | 1.35% | 15,228 | -65 | -0.4% | -$2.84万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $662.79万 | 1.35% | 71,800 | 163 | 0.2% | $1.50万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $649.12万 | 1.32% | 21,460 | -1,051 | -4.7% | -$31.79万 | 减仓 |
| LIN | LINDE PLC | $646.77万 | 1.32% | 13,046 | -536 | -3.9% | -$26.57万 | 减仓 |
| BX | BLACKSTONE INC | $638.00万 | 1.30% | 55,483 | 26 | 0.0% | $2,990 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $636.33万 | 1.29% | 16,299 | 262 | 1.6% | $10.23万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $634.90万 | 1.29% | 50,606 | 433 | 0.9% | $5.43万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $631.93万 | 1.29% | 12,856 | -282 | -2.1% | -$13.86万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $628.64万 | 1.28% | 184,137 | -20,597 | -10.1% | -$70.32万 | 减仓 |
| ZTS | ZOETIS INC | $620.39万 | 1.26% | 52,482 | 372 | 0.7% | $4.40万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $616.18万 | 1.25% | 66,341 | 66,341 | — | $616.18万 | 新建仓 |
| SYK | STRYKER CORPORATION | $609.86万 | 1.24% | 18,560 | -1,279 | -6.4% | -$42.03万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $605.37万 | 1.23% | 76,960 | -5,044 | -6.2% | -$39.68万 | 减仓 |
| IDXX | IDEXX LABS INC | $596.56万 | 1.21% | 10,617 | -1,050 | -9.0% | -$59.00万 | 减仓 |
| EFX | EQUIFAX INC | $596.27万 | 1.21% | 33,113 | 369 | 1.1% | $6.64万 | 加仓 |
| SPGI | S&P GLOBAL INC | $569.53万 | 1.16% | 13,390 | 245 | 1.9% | $10.42万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $534.76万 | 1.09% | 18,409 | -135 | -0.7% | -$3.92万 | 减仓 |
| BA | BOEING CO | $504.16万 | 1.03% | 25,331 | -315 | -1.2% | -$6.27万 | 减仓 |
| MC | MOELIS & CO | $459.01万 | 0.93% | 80,528 | -2,012 | -2.4% | -$11.47万 | 减仓 |
| RELX | RELX PLC | $447.04万 | 0.91% | 134,855 | 4,885 | 3.8% | $16.19万 | 加仓 |
| CPRT | COPART INC | $433.54万 | 0.88% | 130,584 | 185 | 0.1% | $6,142 | 加仓 |
| TSLA | TESLA INC | $418.33万 | 0.85% | 11,253 | -56 | -0.5% | -$2.08万 | 减仓 |
| HRI | HERC HLDGS INC | $401.51万 | 0.82% | 40,333 | 34,083 | 545.3% | $339.30万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $360.68万 | 0.73% | 27,139 | 23 | 0.1% | $3,057 | 加仓 |
| VEEV | VEEVA SYS INC | $334.63万 | 0.68% | 19,050 | 719 | 3.9% | $12.63万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $330.81万 | 0.67% | 38,960 | 1,700 | 4.6% | $14.43万 | 加仓 |
| U | UNITY SOFTWARE INC | $290.30万 | 0.59% | 132,314 | 132,314 | — | $290.30万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $288.30万 | 0.59% | 71,468 | -88 | -0.1% | -$3,550 | 减仓 |
| VUG | VANGUARD INDEX FDS | $267.36万 | 0.54% | 6,121 | 433 | 7.6% | $18.91万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $235.74万 | 0.48% | 23,800 | 0 | 0.0% | — | 不变 |
| 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 |
| BLW | BLACKROCK LTD DURATION INCOM | $218.24万 | 0.44% | 173,341 | -99,355 | -36.4% | -$125.09万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $211.73万 | 0.43% | 10,408 | -11 | -0.1% | -$2,238 | 减仓 |
| EFA | ISHARES TR | $170.31万 | 0.35% | 17,534 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $158.11万 | 0.32% | 2,646 | 117 | 4.6% | $6.99万 | 加仓 |
| IVE | ISHARES TR | $140.76万 | 0.29% | 6,667 | 1,588 | 31.3% | $33.53万 | 加仓 |
| RACE | FERRARI N V | $137.11万 | 0.28% | 4,051 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $127.66万 | 0.26% | 51,579 | -3,318 | -6.0% | -$8.21万 | 减仓 |
| EFV | ISHARES TR | $120.23万 | 0.24% | 16,171 | -766 | -4.5% | -$5.70万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $113.48万 | 0.23% | 1,840 | -4 | -0.2% | -$2,467 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $111.19万 | 0.23% | 17,352 | -355 | -2.0% | -$2.27万 | 减仓 |
| QUAL | ISHARES TR | $100.89万 | 0.21% | 5,260 | 1,497 | 39.8% | $28.71万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $91.07万 | 0.19% | 914 | -79 | -8.0% | -$7.87万 | 减仓 |
| IEFA | ISHARES TR | $90.12万 | 0.18% | 9,955 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $87.05万 | 0.18% | 11,066 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $86.76万 | 0.18% | 17,797 | 12,148 | 215.0% | $59.22万 | 加仓 |
| KO | COCA COLA CO | $83.50万 | 0.17% | 10,979 | -2 | -0.0% | -$152 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $81.96万 | 0.17% | 2,425 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $75.53万 | 0.15% | 4,558 | -85 | -1.8% | -$1.41万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $74.13万 | 0.15% | 3,447 | 322 | 10.3% | $6.92万 | 加仓 |
| IEMG | ISHARES INC | $71.09万 | 0.14% | 10,192 | -483 | -4.5% | -$3.37万 | 减仓 |
| PEP | PEPSICO INC | $69.27万 | 0.14% | 4,461 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $65.62万 | 0.13% | 1,525 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $65.25万 | 0.13% | 16,235 | 2,417 | 17.5% | $9.71万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $60.33万 | 0.12% | 4,177 | 9 | 0.2% | $1,300 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $59.35万 | 0.12% | 12,850 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $58.31万 | 0.12% | 1,884 | 28 | 1.5% | $8,666 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $55.70万 | 0.11% | 17,400 | -100 | -0.6% | -$3,201 | 减仓 |
| VTV | VANGUARD INDEX FDS | $55.27万 | 0.11% | 2,817 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CALIF AMT FREE MUNI I | $54.72万 | 0.11% | 45,985 | -1,636 | -3.4% | -$1.95万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $52.91万 | 0.11% | 8,636 | 118 | 1.4% | $7,229 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $48.94万 | 0.10% | 2,550 | 50 | 2.0% | $9,596 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $47.53万 | 0.10% | 11,963 | 248 | 2.1% | $9,853 | 加仓 |
| SLV | ISHARES SILVER TR | $45.79万 | 0.09% | 6,720 | 0 | 0.0% | — | 不变 |
| PAPR | INNOVATOR ETFS TRUST | $44.03万 | 0.09% | 11,064 | -9,515 | -46.2% | -$37.87万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $43.39万 | 0.09% | 1,475 | 14 | 1.0% | $4,118 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $40.65万 | 0.08% | 1,663 | -105 | -5.9% | -$2.57万 | 减仓 |
| WMT | WALMART INC | $40.55万 | 0.08% | 3,263 | -25 | -0.8% | -$3,107 | 减仓 |
| SNAP | SNAP INC | $40.43万 | 0.08% | 87,881 | 0 | 0.0% | — | 不变 |
| FCAL | FIRST TR EXCH TRADED FD III | $39.11万 | 0.08% | 8,000 | -3,000 | -27.3% | -$14.67万 | 减仓 |
| USMV | ISHARES TR | $37.43万 | 0.08% | 4,036 | 43 | 1.1% | $3,988 | 加仓 |
| DSI | ISHARES TR | $36.67万 | 0.07% | 3,026 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $36.41万 | 0.07% | 1,794 | -29 | -1.6% | -$5,886 | 减仓 |
| EPI | WISDOMTREE TR | $36.24万 | 0.07% | 8,882 | -1,226 | -12.1% | -$5.00万 | 减仓 |
| IWR | ISHARES TR | $34.43万 | 0.07% | 3,541 | -558 | -13.6% | -$5.43万 | 减仓 |
| VB | VANGUARD INDEX FDS | $33.89万 | 0.07% | 1,294 | -112 | -8.0% | -$2.93万 | 减仓 |
| NFLX | NETFLIX INC. | $33.75万 | 0.07% | 3,510 | -40 | -1.1% | -$3,846 | 减仓 |
| IVV | ISHARES TR | $33.51万 | 0.07% | 513 | -615 | -54.5% | -$40.17万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $32.37万 | 0.07% | 2,883 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $31.58万 | 0.06% | 4,500 | 0 | 0.0% | — | 不变 |