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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $44.51万 | 0.17% | 1,178 | -28 | -2.3% | -$1.06万 | 减仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $44.09万 | 0.17% | 21,289 | 0 | 0.0% | — | 不变 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $43.73万 | 0.17% | 4,518 | 0 | 0.0% | — | 不变 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $43.06万 | 0.16% | 20,121 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $42.89万 | 0.16% | 1,415 | 125 | 9.7% | $3.79万 | 加仓 |
| BAC | BANK OF AMER CORP | $42.67万 | 0.16% | 7,488 | -350 | -4.5% | -$1.99万 | 减仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $42.25万 | 0.16% | 8,430 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $42.10万 | 0.16% | 1,945 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $41.84万 | 0.16% | 4,455 | 0 | 0.0% | — | 不变 |
| RWO | SPDR INDEX SHS FDS | $41.83万 | 0.16% | 8,414 | 8,414 | — | $41.83万 | 新建仓 |
| WMT | WALMART INC | $40.80万 | 0.15% | 3,602 | -658 | -15.4% | -$7.45万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $39.29万 | 0.15% | 12,283 | 0 | 0.0% | — | 不变 |
| DGT | SPDR SERIES TRUST | $38.88万 | 0.15% | 2,104 | -1,509 | -41.8% | -$27.88万 | 减仓 |
| CERY | SPDR SERIES TRUST | $38.85万 | 0.15% | 11,622 | 11,622 | — | $38.85万 | 新建仓 |
| TSLA | TESLA INC | $38.70万 | 0.15% | 920 | -111 | -10.8% | -$4.67万 | 减仓 |
| EMHC | SPDR SERIES TRUST | $37.55万 | 0.14% | 14,759 | 14,759 | — | $37.55万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $36.96万 | 0.14% | 5,187 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $36.87万 | 0.14% | 1,072 | -402 | -27.3% | -$13.83万 | 减仓 |
| IAU | ISHARES GOLD TR | $36.86万 | 0.14% | 4,882 | 0 | 0.0% | — | 不变 |
| SRLN | SSGA ACTIVE ETF TR | $36.77万 | 0.14% | 9,127 | 9,127 | — | $36.77万 | 新建仓 |
| MATX | MATSON INC | $35.90万 | 0.14% | 1,868 | -597 | -24.2% | -$11.47万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $35.69万 | 0.14% | 27,432 | 8,653 | 46.1% | $11.26万 | 加仓 |
| — | SEI EXCHANGE TRADED FUNDS | $35.36万 | 0.13% | 14,049 | 14,049 | — | $35.36万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $34.63万 | 0.13% | 300 | -412 | -57.9% | -$47.56万 | 重新持有 |
| COP | CONOCOPHILLIPS | $34.43万 | 0.13% | 3,312 | -481 | -12.7% | -$5.00万 | 减仓 |
| FSK | FS KKR CAP CORP | $34.41万 | 0.13% | 32,776 | 22,681 | 224.7% | $23.82万 | 加仓 |
| BATRA | ATLANTA BRAVES HLDGS INC | $33.84万 | 0.13% | 6,010 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $33.43万 | 0.13% | 4,000 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $33.25万 | 0.13% | 812 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $32.78万 | 0.12% | 2,421 | 85 | 3.6% | $1.15万 | 加仓 |
| DVY | ISHARES TR | $32.70万 | 0.12% | 2,092 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $32.55万 | 0.12% | 4,000 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $32.12万 | 0.12% | 2,500 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $31.38万 | 0.12% | 921 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $31.36万 | 0.12% | 6,200 | 6,200 | — | $31.36万 | 新建仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $31.10万 | 0.12% | 4,075 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $30.74万 | 0.12% | 5,021 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $30.36万 | 0.12% | 1,832 | -6 | -0.3% | -$994 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $30.29万 | 0.11% | 6,084 | 0 | 0.0% | — | 不变 |
| MFSG | MFS ACTIVE EXCHANGE TRADED F | $30.27万 | 0.11% | 10,000 | 10,000 | — | $30.27万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $29.87万 | 0.11% | 319 | -38 | -10.6% | -$3.56万 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $29.50万 | 0.11% | 2,109 | 0 | 0.0% | — | 不变 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $28.99万 | 0.11% | 5,082 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $28.62万 | 0.11% | 1,675 | 1,675 | — | $28.62万 | 新建仓 |
| O | REALTY INCOME CORP | $28.56万 | 0.11% | 4,609 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $27.79万 | 0.11% | 4,062 | -563 | -12.2% | -$3.85万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $26.70万 | 0.10% | 816 | 1 | 0.1% | $327 | 加仓 |
| MINT | PIMCO ETF TR | $26.26万 | 0.10% | 2,605 | -342 | -11.6% | -$3.45万 | 减仓 |
| GE | GE AEROSPACE | $26.24万 | 0.10% | 702 | -63 | -8.2% | -$2.35万 | 减仓 |
| INTC | INTEL CORP | $25.27万 | 0.10% | 1,810 | 1,810 | — | $25.27万 | 新建仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $24.91万 | 0.09% | 7,666 | -1,365 | -15.1% | -$4.44万 | 减仓 |
| IGF | ISHARES TR | $24.64万 | 0.09% | 3,699 | -557 | -13.1% | -$3.71万 | 减仓 |
| IMCG | ISHARES TR | $24.45万 | 0.09% | 2,487 | -142 | -5.4% | -$1.40万 | 减仓 |
| IGM | ISHARES TR | $24.40万 | 0.09% | 1,492 | -900 | -37.6% | -$14.72万 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $24.22万 | 0.09% | 5,461 | 0 | 0.0% | — | 不变 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $23.85万 | 0.09% | 10,000 | -9,546 | -48.8% | -$22.77万 | 重新持有 |
| NUV | NUVEEN MUN VALUE FD INC | $23.46万 | 0.09% | 25,445 | 0 | 0.0% | — | 重新持有 |
| IJJ | ISHARES TR | $22.40万 | 0.08% | 1,516 | 0 | 0.0% | — | 不变 |
| JSML | JANUS DETROIT STR TR | $22.36万 | 0.08% | 2,403 | -1,722 | -41.7% | -$16.02万 | 重新持有 |
| GEV | GE VERNOVA INC | $22.32万 | 0.08% | 190 | 190 | — | $22.32万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $21.66万 | 0.08% | 308 | -134 | -30.3% | -$9.42万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $21.29万 | 0.08% | 5,214 | -6,882 | -56.9% | -$28.10万 | 重新持有 |
| GL | GLOBE LIFE INC | $20.99万 | 0.08% | 1,175 | 1,175 | — | $20.99万 | 新建仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $20.83万 | 0.08% | 2,823 | 2,823 | — | $20.83万 | 新建仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $20.79万 | 0.08% | 4,788 | 4,788 | — | $20.79万 | 新建仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $20.57万 | 0.08% | 830 | 830 | — | $20.57万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $20.56万 | 0.08% | 1,210 | -917 | -43.1% | -$15.58万 | 重新持有 |
| XLSR | SSGA ACTIVE TR | $20.48万 | 0.08% | 3,158 | 3,158 | — | $20.48万 | 新建仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $20.03万 | 0.08% | 6,814 | -12,901 | -65.4% | -$37.93万 | 重新持有 |
| — | CION INVT CORP | $12.83万 | 0.05% | 20,594 | -4,082 | -16.5% | -$2.54万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $11.78万 | 0.04% | 10,837 | 0 | 0.0% | — | 不变 |
| — | DEFI TECHNOLOGIES INC | $5,656 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | -58,158 | -100.0% | -$638.05万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -2,291 | -100.0% | -$49.83万 | 清仓 |
| PECO | PHILLIPS EDISON & CO INC | $0 | 0.00% | 0 | -7,937 | -100.0% | -$29.70万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,298 | -100.0% | -$23.59万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -8,061 | -100.0% | -$23.37万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -850 | -100.0% | -$20.08万 | 清仓 |
| VYX | NCR VOYIX CORPORATION | $0 | 0.00% | 0 | -18,462 | -100.0% | -$11.69万 | 清仓 |
| — | DEFI DEVELOPMENT CORP | $0 | 0.00% | 0 | -17,500 | -100.0% | -$5.76万 | 清仓 |