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 |
|---|---|---|---|---|---|---|---|---|
| VUSB | VANGUARD BD INDEX FDS | $1,473.17万 | 6.47% | 295,906 | 57,641 | 24.2% | $286.97万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,374.42万 | 6.03% | 21,134 | 600 | 2.9% | $39.02万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,252.07万 | 5.50% | 408,106 | 884 | 0.2% | $2.71万 | 加仓 |
| IJH | ISHARES TR | $935.45万 | 4.11% | 138,523 | 5,972 | 4.5% | $40.33万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $862.12万 | 3.78% | 169,708 | -4,816 | -2.8% | -$24.47万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $837.90万 | 3.68% | 178,162 | -4,986 | -2.7% | -$23.45万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $780.04万 | 3.42% | 40,644 | 14,503 | 55.5% | $278.34万 | 加仓 |
| IVV | ISHARES TR | $675.51万 | 2.97% | 10,341 | 139 | 1.4% | $9.08万 | 加仓 |
| AFL | AFLAC INC | $638.05万 | 2.80% | 58,158 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $582.40万 | 2.56% | 10,090 | -197 | -1.9% | -$11.37万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $577.68万 | 2.54% | 143,737 | -13,820 | -8.8% | -$55.54万 | 减仓 |
| GLD | SPDR GOLD TR | $560.15万 | 2.46% | 13,018 | -2,147 | -14.2% | -$92.38万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $513.46万 | 2.25% | 143,026 | -16,042 | -10.1% | -$57.59万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $511.96万 | 2.25% | 74,979 | -3,639 | -4.6% | -$24.85万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $470.96万 | 2.07% | 110,710 | -57,933 | -34.4% | -$246.45万 | 减仓 |
| HD | HOME DEPOT INC | $449.65万 | 1.97% | 13,672 | -134 | -1.0% | -$4.41万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $448.75万 | 1.97% | 47,913 | -409 | -0.8% | -$3.83万 | 减仓 |
| AAPL | APPLE INC | $417.99万 | 1.83% | 16,773 | -373 | -2.2% | -$9.30万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $405.49万 | 1.78% | 40,091 | 9,665 | 31.8% | $97.75万 | 加仓 |
| DBND | DOUBLELINE ETF TRUST | $388.26万 | 1.70% | 84,754 | 12,392 | 17.1% | $56.77万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $364.29万 | 1.60% | 21,013 | -138 | -0.7% | -$2.39万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $259.81万 | 1.14% | 4,668 | -1,504 | -24.4% | -$83.71万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $244.33万 | 1.07% | 54,477 | -54,052 | -49.8% | -$242.42万 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $235.36万 | 1.03% | 78,955 | 59,701 | 310.1% | $177.97万 | 加仓 |
| FID | FIRST TR EXCHANGE TRADED FD | $234.13万 | 1.03% | 111,781 | 36 | 0.0% | $754 | 加仓 |
| IXUS | ISHARES TR | $233.25万 | 1.02% | 26,922 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $226.52万 | 0.99% | 51,883 | 330 | 0.6% | $1.44万 | 加仓 |
| TFC | TRUIST FINL CORP | $224.24万 | 0.98% | 48,780 | -2,466 | -4.8% | -$11.34万 | 减仓 |
| MSFT | MICROSOFT CORP | $171.38万 | 0.75% | 4,684 | 212 | 4.7% | $7.76万 | 加仓 |
| IWF | ISHARES TR | $161.98万 | 0.71% | 3,799 | 122 | 3.3% | $5.20万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $161.68万 | 0.71% | 33,192 | -8,886 | -21.1% | -$43.28万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $141.39万 | 0.62% | 35,859 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $128.78万 | 0.57% | 20,883 | -15,871 | -43.2% | -$97.87万 | 减仓 |
| IJR | ISHARES TR | $118.54万 | 0.52% | 9,536 | -205 | -2.1% | -$2.55万 | 减仓 |
| SO | SOUTHERN CO | $118.04万 | 0.52% | 12,230 | -130 | -1.1% | -$1.25万 | 减仓 |
| KO | COCA COLA CO | $115.74万 | 0.51% | 15,219 | 252 | 1.7% | $1.92万 | 加仓 |
| C | CITIGROUP INC | $114.79万 | 0.50% | 10,122 | 916 | 10.0% | $10.39万 | 加仓 |
| IWD | ISHARES TR | $114.32万 | 0.50% | 5,350 | 202 | 3.9% | $4.32万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $112.25万 | 0.49% | 14,666 | 7,447 | 103.2% | $57.00万 | 加仓 |
| PYLD | PIMCO ETF TR | $105.38万 | 0.46% | 40,223 | 40,223 | — | $105.38万 | 新建仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $105.03万 | 0.46% | 58,972 | 298 | 0.5% | $5,307 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $104.71万 | 0.46% | 2,185 | 37 | 1.7% | $1.77万 | 加仓 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $102.34万 | 0.45% | 38,287 | 38,287 | — | $102.34万 | 新建仓 |
| MAGS | LISTED FDS TR | $101.28万 | 0.44% | 17,481 | -2,008 | -10.3% | -$11.63万 | 减仓 |
| AMZN | AMAZON COM INC | $98.53万 | 0.43% | 4,731 | 90 | 1.9% | $1.87万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $98.05万 | 0.43% | 29,614 | 29,614 | — | $98.05万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $96.08万 | 0.42% | 4,468 | -1,659 | -27.1% | -$35.68万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $94.91万 | 0.42% | 30,064 | 30,064 | — | $94.91万 | 新建仓 |
| CSCO | CISCO SYS INC | $92.23万 | 0.40% | 11,887 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $91.68万 | 0.40% | 29,613 | 2,202 | 8.0% | $6.82万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $85.95万 | 0.38% | 21,186 | 5,952 | 39.1% | $24.15万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $85.25万 | 0.37% | 22,189 | -433 | -1.9% | -$1.66万 | 减仓 |
| NOBL | PROSHARES TR | $84.65万 | 0.37% | 7,985 | -270 | -3.3% | -$2.86万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $74.35万 | 0.33% | 14,068 | -79 | -0.6% | -$4,175 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $73.87万 | 0.32% | 16,181 | 7,118 | 78.5% | $32.49万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $73.01万 | 0.32% | 3,438 | 2,025 | 143.3% | $43.00万 | 加仓 |
| GOOGL | ALPHABET INC | $72.93万 | 0.32% | 2,536 | -40 | -1.6% | -$1.15万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.32% | 1 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $71.20万 | 0.31% | 2,291 | 0 | 0.0% | — | 不变 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $68.38万 | 0.30% | 15,688 | 2,392 | 18.0% | $10.43万 | 加仓 |
| FEGE | RBB FUND TRUST | $68.16万 | 0.30% | 14,503 | 14,503 | — | $68.16万 | 新建仓 |
| — | EXXON MOBIL CORP | $67.36万 | 0.30% | 3,970 | 215 | 5.7% | $3.65万 | 加仓 |
| CALF | PACER FDS TR | $66.85万 | 0.29% | 15,921 | -6,398 | -28.7% | -$26.86万 | 减仓 |
| ICSH | ISHARES TR | $65.68万 | 0.29% | 12,975 | 8,755 | 207.5% | $44.32万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $64.50万 | 0.28% | 18,946 | 2,754 | 17.0% | $9.38万 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC | $63.62万 | 0.28% | 19,726 | 19,726 | — | $63.62万 | 新建仓 |
| QGRO | AMERICAN CENTY ETF TR | $63.02万 | 0.28% | 6,432 | -7,018 | -52.2% | -$68.76万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $62.22万 | 0.27% | 2,228 | 190 | 9.3% | $5.31万 | 加仓 |
| DGT | SPDR SERIES TRUST | $61.26万 | 0.27% | 3,613 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $60.34万 | 0.26% | 1,996 | -40 | -2.0% | -$1.21万 | 减仓 |
| GOOG | ALPHABET INC | $59.82万 | 0.26% | 2,085 | -287 | -12.1% | -$8.23万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $57.33万 | 0.25% | 27,352 | 5,294 | 24.0% | $11.10万 | 加仓 |
| — | FIDELITY ETHEREUM FD | $56.63万 | 0.25% | 27,122 | 12,600 | 86.8% | $26.31万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $56.49万 | 0.25% | 2,311 | -21 | -0.9% | -$5,133 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $54.51万 | 0.24% | 2,675 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $52.94万 | 0.23% | 4,260 | 0 | 0.0% | — | 不变 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $52.28万 | 0.23% | 6,014 | 0 | 0.0% | — | 不变 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $52.01万 | 0.23% | 16,205 | -1,292 | -7.4% | -$4.15万 | 减仓 |
| ABBV | ABBVIE INC | $49.83万 | 0.22% | 2,291 | -182 | -7.4% | -$3.96万 | 减仓 |
| IWP | ISHARES TR | $48.84万 | 0.21% | 3,812 | 88 | 2.4% | $1.13万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $48.27万 | 0.21% | 2,235 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $47.52万 | 0.21% | 2,000 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $47.27万 | 0.21% | 3,793 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $45.00万 | 0.20% | 807 | -4 | -0.5% | -$2,231 | 减仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $44.17万 | 0.19% | 21,289 | 3,541 | 20.0% | $7.35万 | 加仓 |
| VV | VANGUARD INDEX FDS | $44.05万 | 0.19% | 1,474 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $43.72万 | 0.19% | 2,727 | -82 | -2.9% | -$1.31万 | 减仓 |
| TFI | SPDR SERIES TRUST | $43.68万 | 0.19% | 9,634 | 9,634 | — | $43.68万 | 新建仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $43.40万 | 0.19% | 20,121 | 3,421 | 20.5% | $7.38万 | 加仓 |
| IAU | ISHARES GOLD TR | $43.04万 | 0.19% | 4,882 | -43 | -0.9% | -$3,791 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $42.87万 | 0.19% | 2,110 | -107 | -4.8% | -$2.17万 | 减仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $42.67万 | 0.19% | 8,430 | 269 | 3.3% | $1.36万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $41.72万 | 0.18% | 4,518 | -1,567 | -25.8% | -$14.47万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $41.32万 | 0.18% | 4,455 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $41.16万 | 0.18% | 1,728 | 443 | 34.5% | $10.55万 | 加仓 |
| IWR | ISHARES TR | $41.01万 | 0.18% | 4,218 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $40.52万 | 0.18% | 5,947 | 0 | 0.0% | — | 不变 |
| MATX | MATSON INC | $40.42万 | 0.18% | 2,465 | -95 | -3.7% | -$1.56万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $40.32万 | 0.18% | 8,596 | 3,423 | 66.2% | $16.06万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $40.06万 | 0.18% | 23,881 | 0 | 0.0% | — | 不变 |