bLong Financial, LLC
Memphis TN · SEC CIK 0001943004
$1.32亿2026Q1 申报市值
76持仓数
68.6%前十大占比 · 第一大 21.9%
7 / 4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
FDVV 新建仓+$68.37万
ARM 新建仓+$25.87万
GEV 新建仓+$25.05万
MU 新建仓+$23.65万
AZN 新建仓+$22.44万
2026Q1 卖出最多 按季末市值估算
GRNY 减仓-$241.23万
NVDA 减仓-$59.96万
PLTR 清仓-$48.40万
IP 清仓-$22.12万
AZN 清仓-$20.93万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,723 | -100.0% | -$48.40万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -5,615 | -100.0% | -$22.12万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,138 | -100.0% | -$20.93万 | 清仓 |
| APLD | APPLIED DIGITAL CORP | $0 | 0.00% | 0 | -8,300 | -100.0% | -$20.35万 | 清仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $9.75万 | 0.07% | 14,029 | -143 | -1.0% | -$994 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $18.11万 | 0.14% | 12,900 | -1,500 | -10.4% | -$2.11万 | 减仓 |
| VLO | VALERO ENERGY CORP | $20.14万 | 0.15% | 815 | 815 | — | $20.14万 | 新建仓 |
| QCOM | QUALCOMM INC | $20.44万 | 0.15% | 1,587 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $20.73万 | 0.16% | 1,000 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $20.84万 | 0.16% | 1,590 | 1,590 | — | $20.84万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $22.44万 | 0.17% | 1,138 | 1,138 | — | $22.44万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $22.46万 | 0.17% | 770 | -50 | -6.1% | -$1.46万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $22.93万 | 0.17% | 1,751 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $23.34万 | 0.18% | 10,255 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $23.46万 | 0.18% | 1,683 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $23.65万 | 0.18% | 700 | 700 | — | $23.65万 | 新建仓 |
| WMB | WILLIAMS COS INC | $23.73万 | 0.18% | 3,261 | -500 | -13.3% | -$3.64万 | 重新持有 |
| TT | TRANE TECHNOLOGIES PLC | $23.75万 | 0.18% | 570 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $23.89万 | 0.18% | 2,667 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $25.05万 | 0.19% | 287 | 287 | — | $25.05万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $25.87万 | 0.20% | 1,710 | 1,710 | — | $25.87万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $26.21万 | 0.20% | 1,350 | -50 | -3.6% | -$9,707 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $26.46万 | 0.20% | 2,167 | -941 | -30.3% | -$11.49万 | 减仓 |
| ZS | ZSCALER INC | $27.01万 | 0.20% | 1,925 | 10 | 0.5% | $1,403 | 加仓 |
| ORCL | ORACLE CORP | $28.39万 | 0.21% | 1,930 | -200 | -9.4% | -$2.94万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $28.70万 | 0.22% | 1,000 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $30.52万 | 0.23% | 505 | -20 | -3.8% | -$1.21万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $33.35万 | 0.25% | 2,309 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $35.16万 | 0.27% | 2,264 | -50 | -2.2% | -$7,765 | 减仓 |
| PFE | PFIZER INC | $37.98万 | 0.29% | 13,525 | 200 | 1.5% | $5,616 | 加仓 |
| GMED | GLOBUS MED INC | $38.13万 | 0.29% | 4,425 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $38.14万 | 0.29% | 1,344 | 122 | 10.0% | $3.46万 | 加仓 |
| KO | COCA COLA CO | $38.42万 | 0.29% | 5,052 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $38.88万 | 0.29% | 26,943 | -1,850 | -6.4% | -$2.67万 | 减仓 |
| UI | UBIQUITI INC | $39.51万 | 0.30% | 500 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $42.99万 | 0.33% | 1,871 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $43.82万 | 0.33% | 15,114 | -250 | -1.6% | -$7,248 | 减仓 |
| BA | BOEING CO | $44.44万 | 0.34% | 2,233 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $48.44万 | 0.37% | 2,450 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $49.51万 | 0.37% | 1,390 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $50.22万 | 0.38% | 1,616 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $53.33万 | 0.40% | 4,040 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $55.23万 | 0.42% | 2,652 | -300 | -10.2% | -$6.25万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $55.63万 | 0.42% | 2,220 | -500 | -18.4% | -$12.53万 | 减仓 |
| MO | ALTRIA GROUP INC | $56.61万 | 0.43% | 8,579 | -100 | -1.2% | -$6,599 | 减仓 |
| CVX | CHEVRON CORPORATION | $57.73万 | 0.44% | 2,790 | -350 | -11.1% | -$7.24万 | 减仓 |
| — | HONEYWELL INTL INC | $59.45万 | 0.45% | 2,630 | -50 | -1.9% | -$1.13万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $68.37万 | 0.52% | 12,376 | 12,376 | — | $68.37万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $71.47万 | 0.54% | 6,961 | -200 | -2.8% | -$2.05万 | 减仓 |
| RTX | RTX CORPORATION | $73.19万 | 0.55% | 3,794 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $76.82万 | 0.58% | 5,650 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $76.88万 | 0.58% | 19,784 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $83.12万 | 0.63% | 4,453 | -50 | -1.1% | -$9,333 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $88.00万 | 0.67% | 7,775 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $88.20万 | 0.67% | 14,542 | -200 | -1.4% | -$1.21万 | 减仓 |
| DVYE | ISHARES INC | $90.41万 | 0.68% | 26,298 | -2,063 | -7.3% | -$7.09万 | 减仓 |
| ABBV | ABBVIE INC | $93.67万 | 0.71% | 4,307 | -150 | -3.4% | -$3.26万 | 减仓 |
| WMT | WALMART INC | $96.90万 | 0.73% | 7,797 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $107.31万 | 0.81% | 3,050 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $117.04万 | 0.89% | 4,080 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $120.24万 | 0.91% | 23,952 | 513 | 2.2% | $2.58万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $126.05万 | 0.95% | 7,680 | -250 | -3.2% | -$4.10万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $134.44万 | 1.02% | 5,500 | -289 | -5.0% | -$7.06万 | 减仓 |
| TSLA | TESLA INC | $136.28万 | 1.03% | 3,666 | 20 | 0.5% | $7,435 | 加仓 |
| CSCO | CISCO SYS INC | $136.87万 | 1.04% | 17,640 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $137.56万 | 1.04% | 8,359 | -100 | -1.2% | -$1.65万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $155.18万 | 1.17% | 6,402 | 150 | 2.4% | $3.64万 | 加仓 |
| GOOGL | ALPHABET INC | $199.28万 | 1.51% | 6,930 | -80 | -1.1% | -$2.30万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $205.91万 | 1.56% | 4,297 | -200 | -4.4% | -$9.58万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $215.47万 | 1.63% | 7,325 | -100 | -1.3% | -$2.94万 | 减仓 |
| MRK | MERCK & CO INC | $227.81万 | 1.72% | 18,938 | -111 | -0.6% | -$1.34万 | 减仓 |
| IDV | ISHARES TR | $262.27万 | 1.98% | 61,623 | -2,713 | -4.2% | -$11.55万 | 减仓 |
| AVGO | BROADCOM INC | $275.71万 | 2.09% | 8,908 | -250 | -2.7% | -$7.74万 | 减仓 |
| META | META PLATFORMS INC | $286.29万 | 2.17% | 5,004 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $320.40万 | 2.42% | 15,750 | -175 | -1.1% | -$3.56万 | 减仓 |
| MSFT | MICROSOFT CORP | $397.28万 | 3.00% | 10,732 | 15 | 0.1% | $5,553 | 加仓 |
| LLY | ELI LILLY & CO | $634.92万 | 4.80% | 6,903 | -110 | -1.6% | -$10.12万 | 减仓 |
| GRNY | TIDAL TRUST I | $1,408.08万 | 10.65% | 589,897 | -101,058 | -14.6% | -$241.23万 | 减仓 |
| AAPL | APPLE INC | $2,363.18万 | 17.87% | 93,116 | -661 | -0.7% | -$16.78万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,892.48万 | 21.88% | 165,853 | -3,438 | -2.0% | -$59.96万 | 减仓 |