13F 机构持仓

Bluesphere Advisors LLC

EAST NORRITON PA · SEC CIK 0001844108

2026Q22026Q1 更早 9 个季度 🔒
$2.81亿2026Q1 申报市值
121持仓数
69.4%前十大占比 · 第一大 28.9%
29 / 6新建仓 / 清仓
申报市值走势$3.24亿2026Q2
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

IVV 28.9%
IWF 18.6%
IOO 5.7%
IWY 4.5%
ITA 2.4%
GOOGL 2.1%
MSFT 2.1%
NVDA 2.0%
SPYM 1.6%
SMH 1.5%

2026Q1 买入最多 按季末市值估算

IVV 加仓+$2,458.74万
IWF 加仓+$1,716.30万
IOO 加仓+$700.65万
SPYM 加仓+$319.42万
IWY 加仓+$234.66万

2026Q1 卖出最多 按季末市值估算

BINC 减仓-$114.92万
GOOGL 减仓-$97.77万
SLV 减仓-$94.84万
WISDOMTREE TR 减仓-$59.06万
CEG 清仓-$57.94万

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
IVV ISHARES TR $8,133.42万28.91%124,515 37,64143.3% $2,458.74万 加仓
IWF ISHARES TR $5,242.42万18.64%122,946 40,25148.7% $1,716.30万 加仓
IOO ISHARES TR $1,612.45万5.73%133,293 57,91976.8% $700.65万 加仓
IWY ISHARES TR $1,265.30万4.50%50,848 9,43022.8% $234.66万 加仓
ITA ISHARES TR $682.07万2.42%31,180 4,73917.9% $103.67万 加仓
GOOGL ALPHABET INC $601.00万2.14%20,900 -3,400-14.0% -$97.77万 减仓
MSFT MICROSOFT CORP $578.68万2.06%15,633 9666.6% $35.76万 加仓
NVDA NVIDIA CORPORATION $565.32万2.01%32,415 7,63430.8% $133.14万 加仓
SPYM SPDR SERIES TRUST $438.82万1.56%57,332 41,733267.5% $319.42万 加仓
SMH VANECK ETF TRUST $417.56万1.48%10,891 3,73452.2% $143.16万 加仓
GLD SPDR GOLD TR $395.78万1.41%9,198 -101-1.1% -$4.35万 减仓
VOO VANGUARD INDEX FDS $363.17万1.29%6,078 -938-13.4% -$56.05万 减仓
UNH UNITEDHEALTH GROUP INC $309.01万1.10%11,420 2,94834.8% $79.77万 加仓
PM PHILIP MORRIS INTL INC $278.31万0.99%16,832 -859-4.9% -$14.20万 减仓
AAPL APPLE INC $276.57万0.98%10,898 2,59831.3% $65.93万 加仓
PYLD PIMCO ETF TR $247.31万0.88%94,392 -3,317-3.4% -$8.69万 减仓
BINC BLACKROCK ETF TRUST II $215.69万0.77%41,536 -22,129-34.8% -$114.92万 减仓
SPSM SPDR SERIES TRUST $210.87万0.75%43,640 43,640— $210.87万 新建仓
BRK/B BERKSHIRE HATHAWAY INC DEL $203.71万0.72%4,251 50.1% $2,396 加仓
IDV ISHARES TR $199.86万0.71%46,960 17,73260.7% $75.47万 加仓
VHT VANGUARD WORLD FD $171.78万0.61%6,308 62811.1% $17.10万 加仓
AMZN AMAZON COM INC $168.30万0.60%8,081 190.2% $3,957 加仓
RSP INVESCO EXCHANGE TRADED FD T $154.90万0.55%8,071 3,57479.5% $68.59万 加仓
VIG VANGUARD SPECIALIZED FUNDS $148.64万0.53%6,912 -235-3.3% -$5.05万 减仓
LLY ELI LILLY & CO $139.86万0.50%1,521 20.1% $1,839 加仓
VPU VANGUARD WORLD FD $136.90万0.49%6,909 -234-3.3% -$4.64万 减仓
GS GOLDMAN SACHS GROUP INC $135.36万0.48%1,600 -20-1.2% -$1.69万 减仓
NFLX NETFLIX INC. $131.69万0.47%13,696 -649-4.5% -$6.24万 减仓
PANW PALO ALTO NETWORKS INC $130.76万0.46%8,156 00.0% — 不变
JFLX J P MORGAN EXCHANGE TRADED F $128.42万0.46%25,854 3301.3% $1.64万 加仓
EUAD SPINNAKER ETF SERIES $124.27万0.44%30,502 -3,123-9.3% -$12.72万 减仓
PAG PENSKE AUTOMOTIVE GRP INC $122.39万0.44%8,186 210.3% $3,140 加仓
MTB M & T BK CORP $114.87万0.41%5,557 00.0% — 不变
VOOV VANGUARD ADMIRAL FDS INC $109.74万0.39%5,385 -2,827-34.4% -$57.61万 减仓
DGRO ISHARES TR $109.61万0.39%15,619 4,96946.7% $34.87万 加仓
JPM JPMORGAN CHASE & CO $108.72万0.39%3,696 -508-12.1% -$14.94万 减仓
XLF SELECT SECTOR SPDR TR $106.70万0.38%21,613 5,67735.6% $28.03万 加仓
SLV ISHARES SILVER TR $103.65万0.37%15,212 -13,919-47.8% -$94.84万 减仓
FEOE RBB FUND TRUST $97.67万0.35%19,357 1,2556.9% $6.33万 加仓
TJX TJX COS INC NEW $97.29万0.35%6,092 3005.2% $4.79万 加仓
XLE SELECT SECTOR SPDR TR $96.05万0.34%15,678 15,678— $96.05万 新建仓
CFG CITIZENS FINL GROUP INC $91.03万0.32%15,180 00.0% — 不变
— WISDOMTREE TR $87.24万0.31%8,623 -5,837-40.4% -$59.06万 减仓
VEA VANGUARD TAX-MANAGED FDS $84.33万0.30%13,160 420.3% $2,691 加仓
VDC VANGUARD WORLD FD $83.14万0.30%3,702 2,318167.5% $52.06万 加仓
VONG VANGUARD SCOTTSDALE FDS $82.82万0.29%7,550 00.0% — 不变
META META PLATFORMS INC $80.00万0.28%1,398 -811-36.7% -$46.41万 减仓
VXF VANGUARD INDEX FDS $76.45万0.27%3,715 -18-0.5% -$3,704 减仓
QLTY GMO ETF TRUST $71.63万0.25%19,797 19,797— $71.63万 新建仓
AVGO BROADCOM INC $70.54万0.25%2,279 36919.3% $11.42万 加仓
VRT VERTIV HOLDINGS CO $70.39万0.25%2,809 -240-7.9% -$6.01万 减仓
WMT WALMART INC $70.00万0.25%5,633 4498.7% $5.58万 加仓
SPY STATE STR SPDR S&P 500 ETF T $69.78万0.25%1,073 724207.4% $47.08万 加仓
IVW ISHARES TR $67.32万0.24%5,952 4,024208.7% $45.52万 加仓
HD HOME DEPOT INC $61.24万0.22%1,862 30.2% $987 加仓
VGIT VANGUARD SCOTTSDALE FDS $59.43万0.21%9,980 9,980— $59.43万 新建仓
GOOG ALPHABET INC $54.79万0.19%1,910 -59-3.0% -$1.69万 减仓
QQQ INVESCO QQQ TR $52.87万0.19%916 00.0% — 不变
SPYV SPDR SERIES TRUST $52.18万0.19%9,223 5256.0% $2.97万 加仓
IWM ISHARES TR $49.74万0.18%2,006 -14-0.7% -$3,472 减仓
EQT EQT CORP $49.38万0.18%7,760 00.0% — 不变
VIS VANGUARD WORLD FD $49.26万0.18%1,578 32425.8% $10.11万 加仓
C CITIGROUP INC $47.20万0.17%4,162 00.0% — 不变
DIA STATE STR SPDR DOW JONES IND $47.01万0.17%1,015 00.0% — 不变
VNQ VANGUARD INDEX FDS $46.87万0.17%5,284 -140-2.6% -$1.24万 减仓
DFIV DIMENSIONAL ETF TRUST $46.12万0.16%8,739 8,739— $46.12万 新建仓
MO ALTRIA GROUP INC $44.85万0.16%6,796 350.5% $2,310 加仓
— EXXON MOBIL CORP $44.37万0.16%2,615 2,615— $44.37万 新建仓
VTI VANGUARD INDEX FDS $43.85万0.16%1,367 1,367— $43.85万 新建仓
VOOG VANGUARD ADMIRAL FDS INC $41.46万0.15%1,017 -167-14.1% -$6.81万 减仓
VDE VANGUARD WORLD FD $40.73万0.14%2,354 2,354— $40.73万 新建仓
ALLW SSGA ACTIVE TR $40.42万0.14%14,010 14,010— $40.42万 新建仓
DGRW WISDOMTREE TR $40.36万0.14%4,595 00.0% — 不变
MU MICRON TECHNOLOGY INC $40.10万0.14%1,187 1,187— $40.10万 新建仓
MDLZ MONDELEZ INTL INC $37.87万0.13%6,570 -125-1.9% -$7,205 减仓
TCAL T ROWE PRICE ETF INC $37.79万0.13%16,910 16,910— $37.79万 新建仓
MSI MOTOROLA SOLUTIONS INC $37.02万0.13%853 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $36.62万0.13%2,708 00.0% — 不变
— SIMPLIFY EXCHANGE TRADED FUN $36.59万0.13%10,344 00.0% — 不变
ICOP ISHARES TR $35.77万0.13%7,519 7,519— $35.77万 新建仓
VFH VANGUARD WORLD FD $35.32万0.13%2,923 -30-1.0% -$3,625 减仓
PG PROCTER & GAMBLE CO $35.29万0.13%2,443 -155-6.0% -$2.24万 减仓
WINN HARBOR ETF TRUST $34.55万0.12%12,462 -7,095-36.3% -$19.67万 减仓
TMO THERMO FISHER SCIENTIFIC INC $34.11万0.12%694 22548.0% $11.06万 加仓
WM WASTE MGMT INC DEL $34.10万0.12%1,484 1,484— $34.10万 新建仓
ABBV ABBVIE INC $33.84万0.12%1,556 1,556— $33.84万 新建仓
DBA INVESCO DB MULTI-SECTOR COMM $33.22万0.12%12,160 12,160— $33.22万 新建仓
NLR VANECK ETF TRUST $31.89万0.11%2,394 2,394— $31.89万 新建仓
GDX VANECK ETF TRUST $30.93万0.11%3,370 -1,314-28.1% -$12.06万 减仓
BMAY INNOVATOR ETFS TRUST $30.50万0.11%6,796 00.0% — 不变
BABA ALIBABA GROUP HLDG LTD $29.82万0.11%2,377 -293-11.0% -$3.68万 减仓
BFEB INNOVATOR ETFS TRUST $29.58万0.11%6,200 00.0% — 不变
SCHX SCHWAB STRATEGIC TR $29.55万0.11%11,523 11,523— $29.55万 新建仓
QUAL ISHARES TR $29.33万0.10%1,529 1,529— $29.33万 新建仓
COPX GLOBAL X FDS $29.06万0.10%3,806 00.0% — 不变
— INNOVATOR ETFS TRUST $27.97万0.10%7,108 00.0% — 不变
V VISA INC $27.47万0.10%909 909— $27.47万 新建仓
TTEQ T ROWE PRICE ETF INC $27.11万0.10%8,959 6778.2% $2.05万 加仓
DOW DOW HLDGS INC $25.56万0.09%6,138 6,138— $25.56万 新建仓
SPOT SPOTIFY TECHNOLOGY S A $25.26万0.09%521 00.0% — 不变