13F 机构持仓

Blue Trust, Inc.

BRENTWOOD TN · SEC CIK 0001856022

2026Q22026Q1 更早 9 个季度 🔒
$87.39亿2026Q1 申报市值
2,499持仓数
53.3%前十大占比 · 第一大 7.1%
166 / 208新建仓 / 清仓
申报市值走势$95.43亿2026Q2
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

IEF 7.1%
ITOT 6.3%
QUAL 5.9%
VUSE 5.6%
VBND 5.4%
IPAC 5.4%
IUSV 5.0%
VGIT 4.9%
VIDI 4.0%
JMOM 3.7%

2026Q1 买入最多 按季末市值估算

VGIT 加仓+$5,753.33万
IEF 加仓+$3,386.18万
VCIT 加仓+$1,430.77万
VGSH 加仓+$1,376.85万
VBND 加仓+$1,200.67万

2026Q1 卖出最多 按季末市值估算

MBB 减仓-$2,800.86万
VGK 减仓-$2,365.90万
IUSV 减仓-$1,659.35万
VIDI 减仓-$1,575.42万
IPAC 减仓-$1,550.36万

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
VUG VANGUARD INDEX FDS $475.23万0.05%10,880 1,14611.8% $50.06万 加仓
MMM 3M CO $468.02万0.05%32,227 -2,112-6.2% -$30.67万 减仓
IAGG ISHARES TR $466.62万0.05%93,249 9991.1% $5.00万 加仓
— ETF SER SOLUTIONS $462.03万0.05%153,441 -50,221-24.7% -$151.22万 减仓
MUB ISHARES TR $458.36万0.05%43,180 2,5696.3% $27.27万 加仓
VCSH VANGUARD SCOTTSDALE FDS $452.39万0.05%57,070 -4,235-6.9% -$33.57万 减仓
DUK DUKE ENERGY CORP NEW $448.66万0.05%34,265 -2,260-6.2% -$29.59万 减仓
PM PHILIP MORRIS INTL INC $442.57万0.05%26,768 500.2% $8,267 加仓
ARKB ARK 21SHARES BITCOIN ETF $442.40万0.05%196,708 33,30520.4% $74.90万 加仓
IGIB ISHARES TR $439.15万0.05%82,516 11,66216.5% $62.07万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $430.88万0.05%6 00.0% — 不变
MU MICRON TECHNOLOGY INC $429.60万0.05%12,716 2,80128.3% $94.63万 加仓
GIS GENERAL MILLS INC $428.42万0.05%115,104 -5,980-4.9% -$22.26万 减仓
— DIMENSIONAL ETF TRUST $424.86万0.05%115,577 3,7763.4% $13.88万 加仓
AMAT APPLIED MATLS INC $419.11万0.05%12,262 7286.3% $24.88万 加仓
MCD MCDONALDS CORP $405.92万0.05%13,061 -2,617-16.7% -$81.33万 减仓
LRCX LAM RESEARCH CORP $402.48万0.05%18,838 1,2827.3% $27.39万 加仓
— DIMENSIONAL ETF TRUST $398.29万0.05%113,668 17,23317.9% $60.38万 加仓
CSCO CISCO SYS INC $394.36万0.05%50,827 11,83430.3% $91.82万 加仓
ORCL ORACLE CORP $386.55万0.04%26,277 -4,220-13.8% -$62.08万 减仓
BINC BLACKROCK ETF TRUST II $386.45万0.04%74,417 -23,884-24.3% -$124.03万 减仓
PLTR PALANTIR TECHNOLOGIES INC $376.37万0.04%25,730 4,00418.4% $58.57万 加仓
SLV ISHARES SILVER TR $373.79万0.04%54,856 -7,142-11.5% -$48.67万 减仓
DFAE DIMENSIONAL ETF TRUST $373.20万0.04%110,218 2,3272.2% $7.88万 加仓
RTX RTX CORPORATION $370.03万0.04%19,183 -2,187-10.2% -$42.19万 减仓
AIT APPLIED INDL TECHNOLOGIES IN $369.45万0.04%13,925 5474.1% $14.51万 加仓
ACN ACCENTURE PLC IRELAND $368.06万0.04%18,562 -1,573-7.8% -$31.19万 减仓
V VISA INC $367.35万0.04%12,155 -852-6.6% -$25.75万 减仓
DIHP DIMENSIONAL ETF TRUST $364.69万0.04%113,188 8,5138.1% $27.43万 加仓
— DIMENSIONAL ETF TRUST $361.72万0.04%50,854 8791.8% $6.25万 加仓
GE GE AEROSPACE $342.82万0.04%12,081 1,40713.2% $39.93万 加仓
BAC BANK AMERICA CORP $332.86万0.04%68,279 -3,598-5.0% -$17.54万 减仓
DRI DARDEN RESTAURANTS INC $331.89万0.04%16,930 1350.8% $2.65万 加仓
ARKK ARK ETF TR $330.53万0.04%48,903 -8,020-14.1% -$54.21万 减仓
SFBS SERVISFIRST BANCSHARES INC $324.28万0.04%44,526 -1,171-2.6% -$8.53万 减仓
PFE PFIZER INC $323.92万0.04%115,356 -1,928-1.6% -$5.41万 减仓
VMBS VANGUARD SCOTTSDALE FDS $319.92万0.04%68,140 -5,720-7.7% -$26.86万 减仓
NFLX NETFLIX INC. $311.16万0.04%32,363 2,1887.3% $21.04万 加仓
NEE NEXTERA ENERGY INC $309.59万0.04%33,333 -4,814-12.6% -$44.71万 减仓
EPD ENTERPRISE PRODS PARTNERS L $309.18万0.04%81,706 -12,817-13.6% -$48.50万 减仓
AIQ GLOBAL X FDS $307.09万0.04%65,800 2,2633.6% $10.56万 加仓
ESGU ISHARES TR $305.70万0.03%21,616 -1,202-5.3% -$17.00万 减仓
OTF BLUE OWL TECHNOLOGY FIN CORP $290.90万0.03%234,783 107,88685.0% $133.67万 加仓
LIN LINDE PLC $290.52万0.03%5,860 -1,513-20.5% -$75.01万 减仓
GS GOLDMAN SACHS GROUP INC $287.26万0.03%3,396 170.5% $1.44万 加仓
EEM ISHARES TR $287.12万0.03%50,559 -3,071-5.7% -$17.44万 减仓
ABT ABBOTT LABORATORIES $283.25万0.03%27,589 -4,914-15.1% -$50.45万 减仓
ETN EATON CORP PLC $279.99万0.03%7,828 -3,226-29.2% -$115.39万 减仓
COP CONOCOPHILLIPS $279.10万0.03%21,144 920.4% $1.21万 加仓
AZN ASTRAZENECA PLC $278.13万0.03%14,103 14,103— $278.13万 新建仓
ASML ASML HLDG NV $273.82万0.03%2,073 83767.7% $110.56万 加仓
DFIS DIMENSIONAL ETF TRUST $270.76万0.03%80,417 7,93911.0% $26.73万 加仓
MA MASTERCARD INCORPORATED $269.09万0.03%5,385 -1,551-22.4% -$77.50万 减仓
BUFF INNOVATOR ETFS TRUST $266.97万0.03%54,031 -18,924-25.9% -$93.50万 减仓
DISV DIMENSIONAL ETF TRUST $266.04万0.03%67,454 6,72811.1% $26.54万 加仓
TXN TEXAS INSTRS INC $262.05万0.03%13,498 -966-6.7% -$18.75万 减仓
AMLP ALPS ETF TR $261.21万0.03%49,621 6461.3% $3.40万 加仓
GEV GE VERNOVA INC $255.08万0.03%2,923 1455.2% $12.65万 加仓
MS MORGAN STANLEY $253.36万0.03%15,396 1,0647.4% $17.51万 加仓
— ELEVATION SERIES TRUST $252.38万0.03%94,136 7,3278.4% $19.64万 加仓
VO VANGUARD INDEX FDS $250.69万0.03%8,729 3814.6% $10.94万 加仓
VEA VANGUARD TAX-MANAGED FDS $248.15万0.03%38,724 -5,599-12.6% -$35.88万 减仓
VB VANGUARD INDEX FDS $247.87万0.03%9,463 -236-2.4% -$6.18万 减仓
VWO VANGUARD INTL EQUITY INDEX F $247.85万0.03%45,855 -2,117-4.4% -$11.44万 减仓
T AT&T INC $247.32万0.03%85,314 -4,272-4.8% -$12.38万 减仓
ISRG INTUITIVE SURGICAL INC $244.42万0.03%5,303 1593.1% $7.33万 加仓
SHEL SHELL PLC $242.56万0.03%26,082 3,24414.2% $30.17万 加仓
MRSH MARSH & MCLENNAN COS INC $240.66万0.03%13,875 -2,346-14.5% -$40.69万 减仓
ANGL VANECK ETF TRUST $236.06万0.03%82,194 -10,401-11.2% -$29.87万 减仓
EFA ISHARES TR $233.47万0.03%24,037 2,1599.9% $20.97万 加仓
IWO ISHARES TR $229.55万0.03%7,315 -549-7.0% -$17.23万 减仓
CHTR CHARTER COMMUNICATIONS INC $225.59万0.03%10,450 5725.8% $12.35万 加仓
DFUV DIMENSIONAL ETF TRUST $221.62万0.03%45,732 6171.4% $2.99万 加仓
GLW CORNING INC $220.71万0.03%16,233 -3,106-16.1% -$42.23万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $220.58万0.03%38,916 3,55710.1% $20.16万 加仓
WFC WELLS FARGO & CO $218.21万0.02%27,410 -9,497-25.7% -$75.61万 减仓
PLD PROLOGIS INC. $213.68万0.02%16,166 -970-5.7% -$12.82万 减仓
C CITIGROUP INC $213.13万0.02%18,793 9,832109.7% $111.50万 加仓
SGOV ISHARES TR $212.93万0.02%21,154 8994.4% $9.05万 加仓
AMD ADVANCED MICRO DEVICES INC $211.95万0.02%10,419 3,15643.5% $64.20万 加仓
SYK STRYKER CORPORATION $208.39万0.02%6,342 -1,286-16.9% -$42.26万 减仓
BABA ALIBABA GROUP HLDG LTD $206.47万0.02%16,457 940.6% $1.18万 加仓
FBTC FIDELITY WISE ORIGIN BITCOIN $205.72万0.02%34,850 -46-0.1% -$2,715 减仓
BTI BRITISH AMERN TOB PLC $205.59万0.02%35,161 2,6938.3% $15.75万 加仓
IWN ISHARES TR $204.00万0.02%10,760 -3,212-23.0% -$60.90万 减仓
APP APPLOVIN CORP $203.22万0.02%5,106 -483-8.6% -$19.22万 减仓
NSC NORFOLK SOUTHN CORP $201.90万0.02%7,035 -771-9.9% -$22.13万 减仓
VZ VERIZON COMMUNICATIONS INC $196.23万0.02%39,091 -1,012-2.5% -$5.08万 减仓
VSDM VANGUARD MUN BD FDS $193.68万0.02%25,388 21,131496.4% $161.21万 加仓
VGT VANGUARD WORLD FD $192.25万0.02%2,755 1847.2% $12.84万 加仓
JPST J P MORGAN EXCHANGE TRADED F $192.08万0.02%37,952 9,45233.2% $47.84万 加仓
TPL TEXAS PACIFIC LAND CORPORATI 看跌期权 $191.89万0.02%2,136,600 2,136,600— $191.89万 新建仓
ATO ATMOS ENERGY CORP $191.32万0.02%10,357 -1,152-10.0% -$21.28万 减仓
VIG VANGUARD SPECIALIZED FUNDS $191.28万0.02%8,894 -8,671-49.4% -$186.49万 减仓
SBR SABINE RTY TR $188.76万0.02%25,055 3,29715.2% $24.84万 加仓
LOW LOWES COS INC $188.37万0.02%7,972 -2,816-26.1% -$66.54万 减仓
NEM NEWMONT CORP $186.12万0.02%17,194 1000.6% $1.08万 加仓
CRM SALESFORCE INC $185.06万0.02%9,914 -211-2.1% -$3.94万 减仓
MAR MARRIOTT INTL INC NEW $184.15万0.02%5,630 -27-0.5% -$8,831 减仓
BA BOEING CO $183.85万0.02%9,237 -94-1.0% -$1.87万 减仓