13F 机构持仓

Blue Zone Wealth Advisors, LLC

LOS ANGELES CA · SEC CIK 0001803106

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$5.73亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

QQQ 7.5%
AMZN 7.2%
GOOGL 5.9%
SMH 5.8%
AAPL 5.3%
NVDA 4.5%
MSFT 4.0%
META 3.1%
IVW 2.9%
CRWD 2.1%

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
QQQ INVESCO QQQ TR $4,311.38万7.53%58,547 -23-0.0% -$1.69万 减仓
AMZN AMAZON COM INC $4,133.46万7.22%173,427 18,73212.1% $446.46万 加仓
GOOGL ALPHABET INC $3,379.76万5.90%94,573 3070.3% $10.97万 加仓
SMH VANECK ETF TRUST $3,313.10万5.78%50,513 10,66326.8% $699.38万 加仓
AAPL APPLE INC $3,023.17万5.28%104,478 2130.2% $6.16万 加仓
NVDA NVIDIA CORPORATION $2,594.49万4.53%129,666 22,89321.4% $458.07万 加仓
MSFT MICROSOFT CORP $2,286.92万3.99%61,308 1,0061.7% $37.53万 加仓
META META PLATFORMS INC $1,798.47万3.14%31,928 10,84251.4% $610.72万 加仓
IVW ISHARES TR $1,669.13万2.91%121,365 1,2811.1% $17.62万 加仓
CRWD CROWDSTRIKE HLDGS INC $1,179.13万2.06%15,451 -848-5.2% -$64.71万 减仓
UNH UNITEDHEALTH GROUP INC $1,139.50万1.99%27,416 -534-1.9% -$22.19万 减仓
BN BROOKFIELD CORP $1,098.68万1.92%257,967 -219-0.1% -$9,327 减仓
GOOG ALPHABET INC $971.16万1.70%27,486 00.0% — 不变
V VISA INC $968.13万1.69%28,218 -121-0.4% -$4.15万 减仓
WST WEST PHARMACEUTICAL SVSC INC $927.62万1.62%25,839 -3,229-11.1% -$115.92万 减仓
BAM BROOKFIELD ASSET MANAGMT LTD $849.67万1.48%189,447 -3,759-1.9% -$16.86万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $836.15万1.46%16,710 -488-2.8% -$24.42万 减仓
WMB WILLIAMS COS INC $825.00万1.44%110,977 -10,758-8.8% -$79.97万 减仓
AZO AUTOZONE INC $820.08万1.43%2,566 -16-0.6% -$5.11万 减仓
ESI ELEMENT SOLUTIONS INC $770.19万1.34%161,297 -22,840-12.4% -$109.06万 减仓
MRVL MARVELL TECHNOLOGY INC $708.98万1.24%23,800 00.0% — 不变
AXP AMERICAN EXPRESS CO $669.74万1.17%19,800 -1,660-7.7% -$56.15万 减仓
MCO MOODYS CORP $668.56万1.17%14,761 -467-3.1% -$21.15万 减仓
LIN LINDE PLC $660.40万1.15%12,726 -320-2.5% -$16.61万 减仓
ORLY OREILLY AUTOMOTIVE INC $654.70万1.14%71,094 -706-1.0% -$6.50万 减仓
CBOE CBOE GLOBAL MKTS INC $634.32万1.11%26,139 -180-0.7% -$4.37万 减仓
TMO THERMO FISHER SCIENTIFIC INC $633.04万1.11%12,626 -230-1.8% -$11.53万 减仓
BX BLACKSTONE INC $628.51万1.10%53,413 -2,070-3.7% -$24.36万 减仓
CP CANADIAN PACIFIC KANSAS CITY $626.97万1.09%72,357 -4,603-6.0% -$39.88万 减仓
NEE NEXTERA ENERGY INC $606.88万1.06%69,144 2,8034.2% $24.60万 加仓
AMD ADVANCED MICRO DEVICES INC $604.67万1.06%10,409 10.0% $581 加仓
HRI HERC HLDGS INC $596.15万1.04%41,590 1,2573.1% $18.02万 加仓
CRM SALESFORCE INC $594.95万1.04%37,977 -565-1.5% -$8.85万 减仓
IDXX IDEXX LABS INC $581.61万1.02%11,048 4314.1% $22.69万 加仓
SPGI S&P GLOBAL INC $536.28万0.94%13,168 -222-1.7% -$9.04万 减仓
APD AIR PRODUCTS AND CHEMICALS I $532.12万0.93%18,150 -259-1.4% -$7.59万 减仓
BA BOEING CO $524.62万0.92%24,235 -1,096-4.3% -$23.73万 减仓
XLK SELECT SECTOR SPDR TR $517.28万0.90%27,151 120.0% $2,286 加仓
EFX EQUIFAX INC $516.38万0.90%32,534 -579-1.7% -$9.19万 减仓
TSLA TESLA INC $508.93万0.89%12,100 8477.5% $35.62万 加仓
BABA ALIBABA GROUP HLDG LTD $487.60万0.85%50,802 1960.4% $1.88万 加仓
SYK STRYKER CORPORATION $442.57万0.77%14,057 -4,503-24.3% -$141.77万 减仓
RELX RELX PLC $423.73万0.74%133,796 -1,059-0.8% -$3.35万 减仓
ONEQ FIDELITY COMWLTH TR $404.67万0.71%39,205 2450.6% $2.53万 加仓
U UNITY SOFTWARE INC $383.86万0.67%134,309 1,9951.5% $5.70万 加仓
ZTS ZOETIS INC $371.78万0.65%51,737 -745-1.4% -$5.35万 减仓
CPRT COPART INC $363.48万0.63%128,941 -1,643-1.3% -$4.63万 减仓
VEEV VEEVA SYS INC $336.27万0.59%18,948 -102-0.5% -$1.81万 减仓
VUG VANGUARD INDEX FDS $314.55万0.55%36,516 -210-0.6% -$1.81万 减仓
SPY STATE STR SPDR S&P 500 ETF T $261.36万0.46%3,500 1023.0% $7.62万 加仓
IVE ISHARES TR $219.96万0.38%9,687 3,02045.3% $68.57万 加仓
QUAL ISHARES TR $212.47万0.37%9,683 4,42384.1% $97.05万 加仓
BLW BLACKROCK LTD DURATION INCOM $203.51万0.36%162,935 -10,406-6.0% -$13.00万 减仓
VOO VANGUARD INDEX FDS $194.71万0.34%2,835 1897.1% $12.98万 加仓
EFA ISHARES TR $182.14万0.32%17,534 00.0% — 不变
RACE FERRARI N V $150.81万0.26%4,051 00.0% — 不变
SCHF SCHWAB STRATEGIC TR $134.84万0.24%48,679 -2,900-5.6% -$8.03万 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $129.41万0.23%1,840 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $123.83万0.22%17,379 270.2% $1,924 加仓
EFV ISHARES TR $120.19万0.21%15,701 -470-2.9% -$3.60万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $117.02万0.20%2,450 251.0% $1.19万 加仓
EMXC ISHARES INC $113.21万0.20%11,066 00.0% — 不变
IEFA ISHARES TR $96.15万0.17%9,955 00.0% — 不变
KO COCA COLA CO $89.23万0.16%10,979 00.0% — 不变
XLP SELECT SECTOR SPDR TR $85.01万0.15%10,233 10,233— $85.01万 新建仓
IEMG ISHARES INC $84.72万0.15%10,227 350.3% $2,899 加仓
VIG VANGUARD SPECIALIZED FUNDS $83.57万0.15%3,532 852.5% $2.01万 加仓
CGGR CAPITAL GROUP GROWTH ETF $81.75万0.14%17,320 1,0856.7% $5.12万 加仓
BAC BANK OF AMER CORP $79.70万0.14%13,987 -3,810-21.4% -$21.71万 减仓
COST COSTCO WHOLESALE CORPORATION $78.95万0.14%844 -70-7.7% -$6.55万 减仓
PPA INVESCO EXCHANGE TRADED FD T $76.56万0.13%4,334 -224-4.9% -$3.96万 减仓
AVGO BROADCOM INC $72.30万0.13%1,914 301.6% $1.13万 加仓
VTV VANGUARD INDEX FDS $61.39万0.11%2,817 00.0% — 不变
PG PROCTER & GAMBLE CO $61.25万0.11%4,177 00.0% — 不变
PEP PEPSICO INC $60.40万0.11%4,461 00.0% — 不变
LRCX LAM RESEARCH CORP $59.37万0.10%1,370 00.0% — 不变
GLD SPDR GOLD TR $57.21万0.10%1,553 281.8% $1.03万 加仓
RSP INVESCO EXCHANGE TRADED FD T $56.38万0.10%2,650 1003.9% $2.13万 加仓
— NUVEEN CALIF AMT FREE MUNI I $54.76万0.10%43,703 -2,282-5.0% -$2.86万 减仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $50.85万0.09%12,850 00.0% — 不变
JPM JPMORGAN CHASE & CO $48.35万0.08%1,477 20.1% $655 加仓
TOTL SSGA ACTIVE ETF TR $47.81万0.08%12,114 1511.3% $5,960 加仓
PAPR INNOVATOR ETFS TRUST $46.69万0.08%11,064 00.0% — 不变
XLE SELECT SECTOR SPDR TR $46.47万0.08%8,750 1141.3% $6,055 加仓
AMAT APPLIED MATLS INC $45.40万0.08%628 00.0% — 不变
QTUM ETF SER SOLUTIONS $44.52万0.08%2,692 00.0% — 不变
DSI ISHARES TR $43.09万0.08%3,026 00.0% — 不变
JNJ JOHNSON & JOHNSON $41.14万0.07%1,620 -43-2.6% -$1.09万 减仓
USMV ISHARES TR $39.27万0.07%4,071 350.9% $3,376 加仓
VB VANGUARD INDEX FDS $39.22万0.07%1,294 00.0% — 不变
SNAP SNAP INC $39.02万0.07%87,881 00.0% — 不变
SPCX SPACE EXPLORATION TECHN CORP $38.67万0.07%2,263 2,263— $38.67万 新建仓
ESGV VANGUARD WORLD FD $38.12万0.07%2,883 00.0% — 不变
EPI WISDOMTREE TR $38.00万0.07%8,882 00.0% — 不变
SLV ISHARES SILVER TR $35.93万0.06%6,720 00.0% — 不变
WMT WALMART INC $35.85万0.06%3,165 -98-3.0% -$1.11万 减仓
IJR ISHARES TR $35.26万0.06%2,377 120.5% $1,780 加仓
IVV ISHARES TR $34.60万0.06%462 -51-9.9% -$3.82万 减仓
DGRO ISHARES TR $34.11万0.06%4,500 00.0% — 不变
FCAL FIRST TR EXCH TRADED FD III $33.52万0.06%6,750 -1,250-15.6% -$6.21万 减仓