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 |
|---|---|---|---|---|---|---|---|---|
| BRO | BROWN & BROWN INC | $31.30万 | 0.06% | 4,800 | 4,800 | — | $31.30万 | 新建仓 |
| YUM | YUM BRANDS INC | $30.47万 | 0.06% | 1,960 | 4 | 0.2% | $622 | 加仓 |
| DIS | DISNEY WALT CO | $29.87万 | 0.06% | 3,099 | -43,198 | -93.3% | -$416.34万 | 减仓 |
| SILJ | AMPLIFY ETF TR | $29.62万 | 0.06% | 9,966 | -161 | -1.6% | -$4,785 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $29.61万 | 0.06% | 858 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $29.40万 | 0.06% | 2,365 | 13 | 0.6% | $1,616 | 加仓 |
| LRCX | LAM RESEARCH CORP | $29.27万 | 0.06% | 1,370 | -110 | -7.4% | -$2.35万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $28.89万 | 0.06% | 2,692 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $28.08万 | 0.06% | 562 | -81 | -12.6% | -$4.05万 | 减仓 |
| STE | STERIS PLC | $27.60万 | 0.06% | 1,248 | -26,787 | -95.5% | -$592.34万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $27.34万 | 0.06% | 4,700 | -3,006 | -39.0% | -$17.49万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $26.47万 | 0.05% | 2,703 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $26.38万 | 0.05% | 2,887 | 20 | 0.7% | $1,828 | 加仓 |
| CVX | CHEVRON CORPORATION | $25.80万 | 0.05% | 1,247 | 1,247 | — | $25.80万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $25.61万 | 0.05% | 917 | 6 | 0.7% | $1,675 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $25.58万 | 0.05% | 1,290 | -12 | -0.9% | -$2,379 | 减仓 |
| VLO | VALERO ENERGY CORP | $24.78万 | 0.05% | 1,003 | 1,003 | — | $24.78万 | 新建仓 |
| TJX | TJX COS INC NEW | $24.26万 | 0.05% | 1,519 | -145 | -8.7% | -$2.32万 | 减仓 |
| RTX | RTX CORPORATION | $23.59万 | 0.05% | 1,223 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $23.16万 | 0.05% | 121 | -3,708 | -96.8% | -$709.74万 | 减仓 |
| EFAX | SPDR INDEX SHS FDS | $22.69万 | 0.05% | 4,560 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $21.46万 | 0.04% | 628 | 628 | — | $21.46万 | 新建仓 |
| GDXJ | VANECK ETF TRUST | $21.32万 | 0.04% | 1,776 | -70 | -3.8% | -$8,403 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $21.08万 | 0.04% | 5,339 | -97 | -1.8% | -$3,830 | 减仓 |
| NEM | NEWMONT CORP | $20.92万 | 0.04% | 1,933 | 1,933 | — | $20.92万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $20.81万 | 0.04% | 1,000 | -92 | -8.4% | -$1.91万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $20.37万 | 0.04% | 11,475 | 293 | 2.6% | $5,201 | 加仓 |
| THM | INTERNATIONAL TOWER HILL MIN | $5.29万 | 0.01% | 23,000 | 0 | 0.0% | — | 不变 |
| — | CARPARTS COM INC | $4.68万 | 0.01% | 59,523 | 0 | 0.0% | — | 不变 |
| — | TRX GOLD CORPORATION | $2.40万 | 0.00% | 15,972 | 0 | 0.0% | — | 不变 |
| 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 |