BlueChip Wealth Advisors LLC
Milton GA · SEC CIK 0002015578
$2.64亿2026Q2 申报市值
172持仓数
38.3%前十大占比 · 第一大 6.0%
24 / 8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
SPYM 加仓+$547.82万
SPDW 加仓+$290.49万
TFI 加仓+$233.20万
VFLO 新建仓+$153.94万
MFSV 加仓+$151.99万
2026Q2 卖出最多 按季末市值估算
AFL 清仓-$638.05万
HD 减仓-$333.16万
TDIV 减仓-$111.19万
KO 减仓-$71.04万
C 减仓-$69.98万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $1,595.50万 | 6.05% | 21,365 | 231 | 1.1% | $17.25万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $1,414.06万 | 5.36% | 284,062 | -11,844 | -4.0% | -$58.96万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,300.37万 | 4.93% | 410,081 | 1,975 | 0.5% | $6.26万 | 加仓 |
| IJH | ISHARES TR | $1,071.60万 | 4.06% | 138,971 | 448 | 0.3% | $3.45万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $898.52万 | 3.41% | 42,230 | 1,586 | 3.9% | $33.75万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $815.34万 | 3.09% | 169,228 | -8,934 | -5.0% | -$43.04万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $793.71万 | 3.01% | 163,113 | -6,595 | -3.9% | -$32.09万 | 减仓 |
| IVV | ISHARES TR | $770.26万 | 2.92% | 10,285 | -56 | -0.5% | -$4.19万 | 减仓 |
| QQQ | INVESCO QQQ TR | $755.94万 | 2.87% | 10,265 | 175 | 1.7% | $12.89万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $687.12万 | 2.60% | 145,575 | 1,838 | 1.3% | $8.68万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $676.70万 | 2.57% | 77,003 | 62,337 | 425.0% | $547.82万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $604.60万 | 2.29% | 74,587 | -392 | -0.5% | -$3.18万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $550.21万 | 2.09% | 111,650 | 940 | 0.8% | $4.63万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $540.08万 | 2.05% | 143,983 | 957 | 0.7% | $3.59万 | 加仓 |
| GLD | SPDR GOLD TR | $530.21万 | 2.01% | 14,393 | 1,375 | 10.6% | $50.65万 | 加仓 |
| AAPL | APPLE INC | $475.57万 | 1.80% | 16,435 | -338 | -2.0% | -$9.78万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $458.92万 | 1.74% | 45,299 | 5,208 | 13.0% | $52.76万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $451.47万 | 1.71% | 22,563 | 1,550 | 7.4% | $31.01万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $441.37万 | 1.67% | 6,427 | 1,759 | 37.7% | $120.80万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $439.23万 | 1.67% | 38,234 | -9,679 | -20.2% | -$111.19万 | 减仓 |
| DBND | DOUBLELINE ETF TRUST | $391.77万 | 1.49% | 85,933 | 1,179 | 1.4% | $5.38万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $372.03万 | 1.41% | 73,830 | 57,649 | 356.3% | $290.49万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $315.62万 | 1.20% | 96,166 | 17,211 | 21.8% | $56.49万 | 加仓 |
| TFI | SPDR SERIES TRUST | $277.33万 | 1.05% | 60,552 | 50,918 | 528.5% | $233.20万 | 加仓 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $261.38万 | 0.99% | 91,486 | 53,199 | 138.9% | $151.99万 | 加仓 |
| IXUS | ISHARES TR | $256.94万 | 0.97% | 26,922 | 0 | 0.0% | — | 不变 |
| FID | FIRST TR EXCHANGE TRADED FD | $252.71万 | 0.96% | 117,760 | 5,979 | 5.3% | $12.83万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $248.28万 | 0.94% | 54,329 | -148 | -0.3% | -$6,764 | 减仓 |
| TFC | TRUIST FINL CORP | $205.66万 | 0.78% | 41,280 | -7,500 | -15.4% | -$37.37万 | 减仓 |
| IWF | ISHARES TR | $188.67万 | 0.72% | 15,195 | -1 | -0.0% | -$124 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $187.72万 | 0.71% | 36,254 | 27,658 | 321.8% | $143.21万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $181.94万 | 0.69% | 36,027 | 2,835 | 8.5% | $14.32万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $173.25万 | 0.66% | 39,828 | -12,055 | -23.2% | -$52.44万 | 减仓 |
| MSFT | MICROSOFT CORP | $172.78万 | 0.66% | 4,632 | -52 | -1.1% | -$1.94万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $154.70万 | 0.59% | 35,859 | 0 | 0.0% | — | 不变 |
| VFLO | VICTORY PORTFOLIOS II | $153.94万 | 0.58% | 33,648 | 33,648 | — | $153.94万 | 新建仓 |
| HD | HOME DEPOT INC | $149.00万 | 0.56% | 4,225 | -9,447 | -69.1% | -$333.16万 | 减仓 |
| IJR | ISHARES TR | $141.43万 | 0.54% | 9,536 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $139.63万 | 0.53% | 11,887 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $134.50万 | 0.51% | 2,688 | 503 | 23.0% | $25.17万 | 加仓 |
| IWD | ISHARES TR | $129.70万 | 0.49% | 5,350 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $125.58万 | 0.48% | 20,189 | -694 | -3.3% | -$4.32万 | 减仓 |
| SO | SOUTHERN CO | $116.35万 | 0.44% | 12,157 | -73 | -0.6% | -$6,987 | 减仓 |
| PYLD | PIMCO ETF TR | $115.64万 | 0.44% | 43,606 | 3,383 | 8.4% | $8.97万 | 加仓 |
| MAGS | LISTED FDS TR | $113.69万 | 0.43% | 17,681 | 200 | 1.1% | $1.29万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $113.24万 | 0.43% | 30,229 | 165 | 0.5% | $6,181 | 加仓 |
| TRLV | TRULIEVE CANNABIS CORP | $112.52万 | 0.43% | 114,464 | 114,464 | — | $112.52万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $108.73万 | 0.41% | 29,490 | -123 | -0.4% | -$4,535 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $105.75万 | 0.40% | 4,469 | 1 | 0.0% | $237 | 加仓 |
| SPTL | SPDR SERIES TRUST | $102.81万 | 0.39% | 39,195 | 39,195 | — | $102.81万 | 新建仓 |
| FEGE | RBB FUND TRUST | $101.98万 | 0.39% | 20,847 | 6,344 | 43.7% | $31.03万 | 加仓 |
| AMZN | AMAZON COM INC | $101.80万 | 0.39% | 4,271 | -460 | -9.7% | -$10.96万 | 减仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $99.95万 | 0.38% | 53,882 | -5,090 | -8.6% | -$9.44万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $98.27万 | 0.37% | 27,004 | -2,610 | -8.8% | -$9.50万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $93.09万 | 0.35% | 16,142 | 11,860 | 277.0% | $68.40万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $92.25万 | 0.35% | 2,705 | -22 | -0.8% | -$7,502 | 减仓 |
| SNDA | SONIDA SENIOR LIVING INC | $88.30万 | 0.33% | 21,641 | 1,915 | 9.7% | $7.81万 | 加仓 |
| NOBL | PROSHARES TR | $87.25万 | 0.33% | 15,536 | -434 | -2.7% | -$2.44万 | 减仓 |
| SLV | ISHARES SILVER TR | $86.34万 | 0.33% | 16,147 | 10,200 | 171.5% | $54.54万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $85.45万 | 0.32% | 12,648 | 12,648 | — | $85.45万 | 新建仓 |
| GOOGL | ALPHABET INC | $81.30万 | 0.31% | 2,275 | -261 | -10.3% | -$9.33万 | 减仓 |
| CALF | PACER FDS TR | $81.01万 | 0.31% | 16,006 | 85 | 0.5% | $4,302 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $79.39万 | 0.30% | 19,529 | -1,657 | -7.8% | -$6.74万 | 减仓 |
| ICSH | ISHARES TR | $78.19万 | 0.30% | 15,459 | 2,484 | 19.1% | $12.56万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.28% | 1 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $74.80万 | 0.28% | 2,235 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $74.14万 | 0.28% | 2,098 | 13 | 0.6% | $4,594 | 加仓 |
| AINP | ALLSPRING EXCHANGE TRADED FU | $72.01万 | 0.27% | 28,757 | 28,757 | — | $72.01万 | 新建仓 |
| C | CITIGROUP INC | $71.69万 | 0.27% | 5,122 | -5,000 | -49.4% | -$69.98万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $70.37万 | 0.27% | 21,138 | -1,051 | -4.7% | -$3.50万 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $70.10万 | 0.27% | 18,946 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $68.64万 | 0.26% | 1,740 | 12 | 0.7% | $4,734 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $68.43万 | 0.26% | 12,866 | -1,202 | -8.5% | -$6.39万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $68.42万 | 0.26% | 15,688 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $68.27万 | 0.26% | 1,990 | -6 | -0.3% | -$2,059 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $66.34万 | 0.25% | 687 | 115 | 20.1% | $11.10万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $66.25万 | 0.25% | 2,667 | 439 | 19.7% | $10.90万 | 加仓 |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | $66.24万 | 0.25% | 48,350 | 9,500 | 24.5% | $13.02万 | 重新持有 |
| BRIE | MFS ACTIVE EXCHANGE TRADED F | $64.20万 | 0.24% | 21,175 | 21,175 | — | $64.20万 | 新建仓 |
| QGRO | AMERICAN CENTY ETF TR | $61.37万 | 0.23% | 5,199 | -1,233 | -19.2% | -$14.56万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $60.59万 | 0.23% | 2,000 | 0 | 0.0% | — | 不变 |
| GWX | SPDR INDEX SHS FDS | $60.59万 | 0.23% | 13,846 | 13,846 | — | $60.59万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $58.69万 | 0.22% | 2,311 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $58.64万 | 0.22% | 2,675 | 0 | 0.0% | — | 不变 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $57.04万 | 0.22% | 27,352 | 0 | 0.0% | — | 不变 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $56.94万 | 0.22% | 6,014 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $55.81万 | 0.21% | 3,812 | 0 | 0.0% | — | 不变 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $55.49万 | 0.21% | 3,063 | -375 | -10.9% | -$6.79万 | 减仓 |
| — | EXXON MOBIL CORP | $52.91万 | 0.20% | 3,870 | -100 | -2.5% | -$1.37万 | 减仓 |
| KO | COCA COLA CO | $52.65万 | 0.20% | 6,478 | -8,741 | -57.4% | -$71.04万 | 减仓 |
| — | FIDELITY ETHEREUM FD | $50.87万 | 0.19% | 32,322 | 5,200 | 19.2% | $8.18万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $50.66万 | 0.19% | 10,000 | 10,000 | — | $50.66万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $50.18万 | 0.19% | 1,734 | -123 | -6.6% | -$3.56万 | 减仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $48.73万 | 0.18% | 15,411 | -794 | -4.9% | -$2.51万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $48.43万 | 0.18% | 27,881 | 4,000 | 16.7% | $6.95万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $47.25万 | 0.18% | 2,110 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $46.53万 | 0.18% | 4,218 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $45.95万 | 0.17% | 1,700 | -591 | -25.8% | -$15.98万 | 减仓 |
| GFLW | VICTORY PORTFOLIOS II | $45.85万 | 0.17% | 13,375 | 13,375 | — | $45.85万 | 新建仓 |
| META | META PLATFORMS INC | $45.55万 | 0.17% | 809 | 2 | 0.2% | $1,126 | 加仓 |