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 |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | $31.69万 | 0.06% | 2,663 | -40 | -1.5% | -$4,760 | 减仓 |
| YUM | YUM BRANDS INC | $31.44万 | 0.05% | 1,967 | 7 | 0.4% | $1,119 | 加仓 |
| BRO | BROWN & BROWN INC | $30.79万 | 0.05% | 4,800 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $28.25万 | 0.05% | 550 | -12 | -2.1% | -$6,163 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $27.83万 | 0.05% | 1,794 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $27.08万 | 0.05% | 2,455 | -1,086 | -30.7% | -$11.98万 | 减仓 |
| NFLX | NETFLIX INC. | $26.49万 | 0.05% | 3,710 | 200 | 5.7% | $1.43万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $26.36万 | 0.05% | 5,000 | 5,000 | — | $26.36万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $26.12万 | 0.05% | 1,003 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $25.99万 | 0.05% | 2,963 | 76 | 2.6% | $6,667 | 加仓 |
| SILJ | AMPLIFY ETF TR | $25.83万 | 0.05% | 9,966 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $24.93万 | 0.04% | 858 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $24.78万 | 0.04% | 663 | 663 | — | $24.78万 | 新建仓 |
| EFAX | SPDR INDEX SHS FDS | $24.68万 | 0.04% | 4,560 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $24.62万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| VFLO | VICTORY PORTFOLIOS II | $24.43万 | 0.04% | 5,339 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $23.62万 | 0.04% | 1,245 | 22 | 1.8% | $4,174 | 加仓 |
| CMPR | CIMPRESS PLC | $23.21万 | 0.04% | 2,282 | 2,282 | — | $23.21万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $22.87万 | 0.04% | 921 | 4 | 0.4% | $993 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.19万 | 0.04% | 789 | 4 | 0.5% | $1,125 | 重新持有 |
| LLY | ELI LILLY & CO | $20.99万 | 0.04% | 175 | -24 | -12.1% | -$2.88万 | 重新持有 |
| FPE | FIRST TR EXCH TRADED FD III | $20.85万 | 0.04% | 11,662 | 187 | 1.6% | $3,344 | 加仓 |
| CVX | CHEVRON CORPORATION | $20.42万 | 0.04% | 1,232 | -15 | -1.2% | -$2,486 | 减仓 |
| THM | INTERNATIONAL TOWER HILL MIN | $4.58万 | 0.01% | 23,000 | 0 | 0.0% | — | 不变 |
| — | TRX GOLD CORPORATION | $1.32万 | 0.00% | 15,972 | 0 | 0.0% | — | 不变 |
| 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 |