BlueChip Wealth Advisors LLC
Milton GA · SEC CIK 0002015578
$2.28亿2026Q1 申报市值
147持仓数
41.3%前十大占比 · 第一大 6.5%
12 / 15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
VUSB 加仓+$286.97万
RSP 加仓+$278.34万
CGCV 加仓+$177.97万
PYLD 新建仓+$105.38万
MFSV 新建仓+$102.34万
2026Q1 卖出最多 按季末市值估算
SEIE 清仓-$385.67万
CGDV 减仓-$246.45万
DIVO 减仓-$242.42万
SEI EXCHANGE TRA 清仓-$163.22万
SEEM 清仓-$148.62万
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 |
|---|---|---|---|---|---|---|---|---|
| SEIE | SEI EXCHANGE TRADED FUNDS | $0 | 0.00% | 0 | -118,551 | -100.0% | -$385.67万 | 清仓 |
| — | SEI EXCHANGE TRADED FUNDS | $0 | 0.00% | 0 | -58,416 | -100.0% | -$163.22万 | 清仓 |
| SEEM | SEI EXCHANGE TRADED FUNDS | $0 | 0.00% | 0 | -47,749 | -100.0% | -$148.62万 | 清仓 |
| TOTL | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -20,524 | -100.0% | -$82.61万 | 清仓 |
| JAAA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -13,373 | -100.0% | -$67.64万 | 清仓 |
| VNLA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -13,248 | -100.0% | -$65.10万 | 清仓 |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NEAR | ISHARES U S ETF TR | $0 | 0.00% | 0 | -9,363 | -100.0% | -$47.84万 | 清仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -16,886 | -100.0% | -$35.16万 | 清仓 |
| — | LISTED FDS TR | $0 | 0.00% | 0 | -15,191 | -100.0% | -$33.40万 | 清仓 |
| IGM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JSML | JANUS DETROIT STR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ICOW | PACER FDS TR | $0 | 0.00% | 0 | -7,570 | -100.0% | -$29.28万 | 清仓 |
| ECOW | PACER FDS TR | $0 | 0.00% | 0 | -11,685 | -100.0% | -$28.52万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -5,170 | -100.0% | -$27.34万 | 清仓 |
| QINT | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -4,191 | -100.0% | -$26.91万 | 清仓 |
| NUV | NUVEEN MUN VALUE FD INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ISCG | ISHARES TR | $0 | 0.00% | 0 | -4,312 | -100.0% | -$22.80万 | 清仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -5,580 | -100.0% | -$21.09万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DEFI TECHNOLOGIES INC | $6,078 | 0.00% | 11,000 | -29,000 | -72.5% | -$1.60万 | 减仓 |
| — | DEFI DEVELOPMENT CORP | $5.76万 | 0.03% | 17,500 | 17,500 | — | $5.76万 | 新建仓 |
| FSK | FS KKR CAP CORP | $10.28万 | 0.05% | 10,095 | -5,000 | -33.1% | -$5.09万 | 减仓 |
| VYX | NCR VOYIX CORPORATION | $11.69万 | 0.05% | 18,462 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $11.99万 | 0.05% | 10,837 | -4,600 | -29.8% | -$5.09万 | 减仓 |
| — | CION INVT CORP | $16.88万 | 0.07% | 24,676 | -16,750 | -40.4% | -$11.46万 | 减仓 |
| LOW | LOWES COS INC | $20.08万 | 0.09% | 850 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $20.09万 | 0.09% | 1,516 | -400 | -20.9% | -$5.30万 | 重新持有 |
| SPSM | SPDR SERIES TRUST | $20.69万 | 0.09% | 4,282 | 4,282 | — | $20.69万 | 新建仓 |
| IMCG | ISHARES TR | $20.71万 | 0.09% | 2,629 | -2,934 | -52.7% | -$23.11万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $21.22万 | 0.09% | 5,461 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $21.71万 | 0.10% | 765 | 66 | 9.4% | $1.87万 | 重新持有 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $22.42万 | 0.10% | 572 | 572 | — | $22.42万 | 新建仓 |
| T | AT&T INC | $23.37万 | 0.10% | 8,061 | -873 | -9.8% | -$2.53万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $23.59万 | 0.10% | 2,298 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $23.87万 | 0.10% | 4,625 | -4,676 | -50.3% | -$24.14万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $23.98万 | 0.11% | 815 | -34 | -4.0% | -$1.00万 | 减仓 |
| MAS | MASCO CORP | $24.15万 | 0.11% | 4,000 | 0 | 0.0% | — | 不变 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $25.71万 | 0.11% | 2,109 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $27.26万 | 0.12% | 442 | 0 | 0.0% | — | 不变 |
| SMA | SMARTSTOP SELF STORAG REIT I | $27.35万 | 0.12% | 9,031 | 9,031 | — | $27.35万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $27.39万 | 0.12% | 5,021 | -1,342 | -21.1% | -$7.32万 | 减仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $27.75万 | 0.12% | 5,082 | 677 | 15.4% | $3.70万 | 加仓 |
| O | REALTY INCOME CORP | $28.20万 | 0.12% | 4,609 | -835 | -15.3% | -$5.11万 | 减仓 |
| BATRA | ATLANTA BRAVES HLDGS INC | $28.34万 | 0.12% | 6,010 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $28.52万 | 0.13% | 4,256 | 149 | 3.6% | $9,983 | 加仓 |
| SYY | SYSCO CORP | $28.53万 | 0.13% | 4,000 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $28.95万 | 0.13% | 812 | 0 | 0.0% | — | 不变 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $29.58万 | 0.13% | 4,075 | 358 | 9.6% | $2.60万 | 加仓 |
| MINT | PIMCO ETF TR | $29.64万 | 0.13% | 2,947 | -5,044 | -63.1% | -$50.73万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $29.70万 | 0.13% | 7,937 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $30.02万 | 0.13% | 921 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $30.07万 | 0.13% | 2,500 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $30.30万 | 0.13% | 6,084 | -1,105 | -15.4% | -$5.50万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $31.19万 | 0.14% | 18,779 | -12,588 | -40.1% | -$20.91万 | 减仓 |
| DVY | ISHARES TR | $31.68万 | 0.14% | 2,092 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $32.81万 | 0.14% | 357 | 35 | 10.9% | $3.22万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $33.24万 | 0.15% | 5,187 | 846 | 19.5% | $5.42万 | 加仓 |
| VB | VANGUARD INDEX FDS | $33.79万 | 0.15% | 1,290 | 1,290 | — | $33.79万 | 新建仓 |
| PEP | PEPSICO INC | $36.28万 | 0.16% | 2,336 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $37.34万 | 0.16% | 1,206 | -150 | -11.1% | -$4.64万 | 减仓 |
| CVX | CHEVRON CORPORATION | $38.02万 | 0.17% | 1,838 | -336 | -15.5% | -$6.95万 | 减仓 |
| BA | BOEING CO | $38.11万 | 0.17% | 1,945 | 50 | 2.6% | $9,798 | 加仓 |
| BAC | BANK AMERICA CORP | $38.21万 | 0.17% | 7,838 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $38.33万 | 0.17% | 1,031 | 98 | 10.5% | $3.64万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $39.22万 | 0.17% | 12,283 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $39.34万 | 0.17% | 1,857 | 126 | 7.3% | $2.67万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $40.06万 | 0.18% | 23,881 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $40.32万 | 0.18% | 8,596 | 3,423 | 66.2% | $16.06万 | 加仓 |
| MATX | MATSON INC | $40.42万 | 0.18% | 2,465 | -95 | -3.7% | -$1.56万 | 减仓 |
| SLV | ISHARES SILVER TR | $40.52万 | 0.18% | 5,947 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $41.01万 | 0.18% | 4,218 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $41.16万 | 0.18% | 1,728 | 443 | 34.5% | $10.55万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $41.32万 | 0.18% | 4,455 | 0 | 0.0% | — | 不变 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $41.72万 | 0.18% | 4,518 | -1,567 | -25.8% | -$14.47万 | 减仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $42.67万 | 0.19% | 8,430 | 269 | 3.3% | $1.36万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $42.87万 | 0.19% | 2,110 | -107 | -4.8% | -$2.17万 | 减仓 |
| IAU | ISHARES GOLD TR | $43.04万 | 0.19% | 4,882 | -43 | -0.9% | -$3,791 | 减仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $43.40万 | 0.19% | 20,121 | 3,421 | 20.5% | $7.38万 | 加仓 |
| TFI | SPDR SERIES TRUST | $43.68万 | 0.19% | 9,634 | 9,634 | — | $43.68万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $43.72万 | 0.19% | 2,727 | -82 | -2.9% | -$1.31万 | 减仓 |
| VV | VANGUARD INDEX FDS | $44.05万 | 0.19% | 1,474 | 0 | 0.0% | — | 不变 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $44.17万 | 0.19% | 21,289 | 3,541 | 20.0% | $7.35万 | 加仓 |
| META | META PLATFORMS INC | $45.00万 | 0.20% | 807 | -4 | -0.5% | -$2,231 | 减仓 |
| COP | CONOCOPHILLIPS | $47.27万 | 0.21% | 3,793 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $47.52万 | 0.21% | 2,000 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $48.27万 | 0.21% | 2,235 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $48.84万 | 0.21% | 3,812 | 88 | 2.4% | $1.13万 | 加仓 |
| ABBV | ABBVIE INC | $49.83万 | 0.22% | 2,291 | -182 | -7.4% | -$3.96万 | 减仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $52.01万 | 0.23% | 16,205 | -1,292 | -7.4% | -$4.15万 | 减仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $52.28万 | 0.23% | 6,014 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $52.94万 | 0.23% | 4,260 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $54.51万 | 0.24% | 2,675 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $56.49万 | 0.25% | 2,311 | -21 | -0.9% | -$5,133 | 减仓 |
| — | FIDELITY ETHEREUM FD | $56.63万 | 0.25% | 27,122 | 12,600 | 86.8% | $26.31万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $57.33万 | 0.25% | 27,352 | 5,294 | 24.0% | $11.10万 | 加仓 |