Bluebird Wealth Management LLC
MEDFIELD MA · SEC CIK 0002104503
$9,767.11万2026Q1 申报市值
77持仓数
30.0%前十大占比 · 第一大 4.5%
18 / 10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
LYB 新建仓+$258.90万
VWO 新建仓+$212.16万
CAT 新建仓+$174.42万
GLW 新建仓+$166.77万
PG 新建仓+$133.36万
2026Q1 卖出最多 按季末市值估算
WFC 清仓-$256.15万
PLTR 清仓-$205.84万
U 清仓-$149.28万
ROKU 清仓-$145.18万
ITW 清仓-$119.91万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $437.94万 | 4.48% | 17,256 | 356 | 2.1% | $9.03万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $426.73万 | 4.37% | 24,468 | -6,274 | -20.4% | -$109.42万 | 减仓 |
| MSFT | MICROSOFT CORP | $303.89万 | 3.11% | 8,210 | 536 | 7.0% | $19.84万 | 加仓 |
| META | META PLATFORMS INC | $298.82万 | 3.06% | 5,223 | -812 | -13.5% | -$46.46万 | 减仓 |
| AMZN | AMAZON COM INC | $291.56万 | 2.99% | 13,999 | 39 | 0.3% | $8,123 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $258.90万 | 2.65% | 32,138 | 32,138 | — | $258.90万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $256.89万 | 2.63% | 6,580 | 273 | 4.3% | $10.66万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $221.47万 | 2.27% | 18,038 | -2,866 | -13.7% | -$35.19万 | 减仓 |
| BCS | BARCLAYS PLC | $218.00万 | 2.23% | 103,023 | -247 | -0.2% | -$5,227 | 减仓 |
| C | CITIGROUP INC | $214.37万 | 2.19% | 18,902 | -3,876 | -17.0% | -$43.96万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $212.16万 | 2.17% | 39,253 | 39,253 | — | $212.16万 | 新建仓 |
| TER | TERADYNE INC | $202.33万 | 2.07% | 6,825 | 3,864 | 130.5% | $114.55万 | 加仓 |
| NFLX | NETFLIX INC. | $199.98万 | 2.05% | 20,799 | -1,928 | -8.5% | -$18.54万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $198.88万 | 2.04% | 2,574 | 12 | 0.5% | $9,272 | 加仓 |
| WMT | WALMART INC | $196.92万 | 2.02% | 15,845 | 532 | 3.5% | $6.61万 | 加仓 |
| TJX | TJX COS INC NEW | $196.70万 | 2.01% | 12,317 | -218 | -1.7% | -$3.48万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $189.84万 | 1.94% | 2,244 | -421 | -15.8% | -$35.62万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $187.82万 | 1.92% | 26,111 | -5,460 | -17.3% | -$39.27万 | 减仓 |
| LLY | ELI LILLY & CO | $183.03万 | 1.87% | 1,990 | -8 | -0.4% | -$7,358 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $182.04万 | 1.86% | 3,754 | -33 | -0.9% | -$1.60万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $175.68万 | 1.80% | 5,972 | -2,272 | -27.6% | -$66.84万 | 减仓 |
| NOW | SERVICENOW INC | $175.23万 | 1.79% | 16,760 | 8,240 | 96.7% | $86.15万 | 加仓 |
| CAT | CATERPILLAR INC | $174.42万 | 1.79% | 2,462 | 2,462 | — | $174.42万 | 新建仓 |
| GLW | CORNING INC | $166.77万 | 1.71% | 12,265 | 12,265 | — | $166.77万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $161.52万 | 1.65% | 5,340 | -1,503 | -22.0% | -$45.46万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $155.75万 | 1.59% | 12,414 | 96 | 0.8% | $1.20万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $153.24万 | 1.57% | 15,576 | 523 | 3.5% | $5.15万 | 加仓 |
| RTX | RTX CORPORATION | $149.48万 | 1.53% | 7,749 | 174 | 2.3% | $3.36万 | 加仓 |
| LIN | LINDE PLC | $147.39万 | 1.51% | 2,973 | -11 | -0.4% | -$5,453 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $146.04万 | 1.50% | 5,307 | -2,612 | -33.0% | -$71.88万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $136.93万 | 1.40% | 29,838 | 627 | 2.1% | $2.88万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $136.87万 | 1.40% | 10,453 | 457 | 4.6% | $5.98万 | 加仓 |
| MELI | MERCADOLIBRE INC | $136.77万 | 1.40% | 791 | 4 | 0.5% | $6,916 | 加仓 |
| ETN | EATON CORP PLC | $134.95万 | 1.38% | 3,773 | 110 | 3.0% | $3.93万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $133.36万 | 1.37% | 9,233 | 9,233 | — | $133.36万 | 新建仓 |
| VST | VISTRA CORP | $131.34万 | 1.34% | 8,737 | 85 | 1.0% | $1.28万 | 加仓 |
| SHOP | SHOPIFY INC | $129.83万 | 1.33% | 10,945 | 176 | 1.6% | $2.09万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $129.41万 | 1.32% | 2,898 | -8 | -0.3% | -$3,572 | 减仓 |
| SYK | STRYKER CORPORATION | $118.82万 | 1.22% | 3,616 | 121 | 3.5% | $3.98万 | 加仓 |
| GOOG | ALPHABET INC | $115.12万 | 1.18% | 4,013 | 4,013 | — | $115.12万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $114.62万 | 1.17% | 16,540 | -885 | -5.1% | -$6.13万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $111.25万 | 1.14% | 1,862 | -69 | -3.6% | -$4.12万 | 减仓 |
| DDOG | DATADOG INC | $110.27万 | 1.13% | 9,341 | 2,556 | 37.7% | $30.17万 | 加仓 |
| SE | SEA LTD | $107.72万 | 1.10% | 13,008 | -39 | -0.3% | -$3,230 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $106.45万 | 1.09% | 4,355 | 4,355 | — | $106.45万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $104.32万 | 1.07% | 4,163 | 155 | 3.9% | $3.88万 | 加仓 |
| ORCL | ORACLE CORP | $98.12万 | 1.00% | 6,670 | 152 | 2.3% | $2.24万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $85.06万 | 0.87% | 6,400 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $73.53万 | 0.75% | 2,700 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $71.01万 | 0.73% | 4,067 | 1,364 | 50.5% | $23.82万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $70.23万 | 0.72% | 9,786 | 9,786 | — | $70.23万 | 新建仓 |
| SBUX | STARBUCKS CORP | $70.17万 | 0.72% | 7,832 | 289 | 3.8% | $2.59万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $61.23万 | 0.63% | 1,774 | 1,774 | — | $61.23万 | 新建仓 |
| RDDT | REDDIT INC | $56.01万 | 0.57% | 4,160 | 472 | 12.8% | $6.36万 | 加仓 |
| APP | APPLOVIN CORP | $55.04万 | 0.56% | 1,383 | -111 | -7.4% | -$4.42万 | 减仓 |
| SNOW | SNOWFLAKE INC | $52.26万 | 0.54% | 3,465 | 33 | 1.0% | $4,977 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $45.61万 | 0.47% | 2,242 | 2,242 | — | $45.61万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $44.28万 | 0.45% | 5,737 | -21 | -0.4% | -$1,621 | 减仓 |
| RKT | ROCKET COS INC | $38.25万 | 0.39% | 26,843 | 633 | 2.4% | $9,020 | 加仓 |
| — | EXXON MOBIL CORP | $37.22万 | 0.38% | 2,194 | 308 | 16.3% | $5.23万 | 加仓 |
| NU | NU HLDGS LTD | $36.41万 | 0.37% | 25,336 | 1,112 | 4.6% | $1.60万 | 加仓 |
| HUBS | HUBSPOT INC | $35.35万 | 0.36% | 1,448 | 5 | 0.3% | $1,221 | 加仓 |
| T | AT&T INC | $33.92万 | 0.35% | 11,702 | 486 | 4.3% | $1.41万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $32.81万 | 0.34% | 4,369 | 1,345 | 44.5% | $10.10万 | 加仓 |
| BE | BLOOM ENERGY CORP | $30.53万 | 0.31% | 2,253 | 2,253 | — | $30.53万 | 新建仓 |
| TOST | TOAST INC | $30.33万 | 0.31% | 11,440 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $29.95万 | 0.31% | 3,614 | 3,614 | — | $29.95万 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $27.23万 | 0.28% | 5,943 | -5,738 | -49.1% | -$26.29万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $26.40万 | 0.27% | 695 | 695 | — | $26.40万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $26.08万 | 0.27% | 1,135 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $25.06万 | 0.26% | 1,211 | 1,211 | — | $25.06万 | 新建仓 |
| SO | SOUTHERN CO | $23.98万 | 0.25% | 2,484 | 2,484 | — | $23.98万 | 新建仓 |
| — | HONEYWELL INTL INC | $23.17万 | 0.24% | 1,025 | 1,025 | — | $23.17万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $23.12万 | 0.24% | 10,695 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.40万 | 0.22% | 883 | 53 | 6.4% | $1.28万 | 加仓 |
| CSCO | CISCO SYS INC | $21.17万 | 0.22% | 2,728 | 2,728 | — | $21.17万 | 新建仓 |
| NVS | NOVARTIS AG | $20.39万 | 0.21% | 1,335 | 1,335 | — | $20.39万 | 新建仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -27,484 | -100.0% | -$256.15万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -11,580 | -100.0% | -$205.84万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -33,797 | -100.0% | -$149.28万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -13,382 | -100.0% | -$145.18万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -4,869 | -100.0% | -$119.91万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -2,167 | -100.0% | -$108.91万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -5,573 | -100.0% | -$108.34万 | 清仓 |
| RH | RH | $0 | 0.00% | 0 | -2,759 | -100.0% | -$49.43万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -223 | -100.0% | -$23.87万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -614 | -100.0% | -$21.53万 | 清仓 |