Bluebird Wealth Management LLC
MEDFIELD MA · SEC CIK 0002104503
$1.15亿2026Q2 申报市值
89持仓数
29.8%前十大占比 · 第一大 4.4%
19 / 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
ASML 新建仓+$178.25万
INTC 新建仓+$163.80万
CARR 新建仓+$127.39万
AVGO 新建仓+$101.01万
MU 新建仓+$99.15万
2026Q2 卖出最多 按季末市值估算
LYB 清仓-$258.90万
BABA 清仓-$155.75万
ANET 减仓-$118.46万
NFLX 减仓-$92.88万
COIN 清仓-$71.01万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $510.96万 | 4.43% | 25,536 | 1,068 | 4.4% | $21.37万 | 加仓 |
| AAPL | APPLE INC | $474.14万 | 4.11% | 16,386 | -870 | -5.0% | -$25.17万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $473.07万 | 4.10% | 6,199 | -381 | -5.8% | -$29.08万 | 减仓 |
| AMZN | AMAZON COM INC | $317.14万 | 2.75% | 13,306 | -693 | -5.0% | -$16.52万 | 减仓 |
| DDOG | DATADOG INC | $300.38万 | 2.60% | 11,537 | 2,196 | 23.5% | $57.18万 | 加仓 |
| MSFT | MICROSOFT CORP | $291.99万 | 2.53% | 7,828 | -382 | -4.7% | -$14.25万 | 减仓 |
| TER | TERADYNE INC | $282.27万 | 2.45% | 5,834 | -991 | -14.5% | -$47.95万 | 减仓 |
| META | META PLATFORMS INC | $279.22万 | 2.42% | 4,957 | -266 | -5.1% | -$14.98万 | 减仓 |
| CAT | CATERPILLAR INC | $257.28万 | 2.23% | 2,416 | -46 | -1.9% | -$4.90万 | 减仓 |
| GLW | CORNING INC | $247.15万 | 2.14% | 9,676 | -2,589 | -21.1% | -$66.13万 | 减仓 |
| BCS | BARCLAYS PLC | $235.15万 | 2.04% | 87,548 | -15,475 | -15.0% | -$41.57万 | 减仓 |
| C | CITIGROUP INC | $234.42万 | 2.03% | 16,749 | -2,153 | -11.4% | -$30.13万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $232.29万 | 2.01% | 38,917 | -336 | -0.9% | -$2.01万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $231.30万 | 2.01% | 7,066 | 1,094 | 18.3% | $35.81万 | 加仓 |
| LLY | ELI LILLY & CO | $223.45万 | 1.94% | 1,863 | -127 | -6.4% | -$15.23万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $213.40万 | 1.85% | 2,110 | -134 | -6.0% | -$13.55万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $188.91万 | 1.64% | 5,642 | 1,479 | 35.5% | $49.52万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $187.97万 | 1.63% | 11,065 | -6,973 | -38.7% | -$118.46万 | 减仓 |
| TJX | TJX COS INC NEW | $182.40万 | 1.58% | 12,040 | -277 | -2.2% | -$4.20万 | 减仓 |
| ASML | ASML HLDG NV | $178.25万 | 1.55% | 896 | 896 | — | $178.25万 | 新建仓 |
| WMT | WALMART INC | $173.62万 | 1.51% | 15,330 | -515 | -3.3% | -$5.83万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $170.78万 | 1.48% | 5,049 | -291 | -5.4% | -$9.84万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $169.09万 | 1.47% | 23,433 | -2,678 | -10.3% | -$19.32万 | 减仓 |
| INTC | INTEL CORP | $163.80万 | 1.42% | 11,731 | 11,731 | — | $163.80万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $162.39万 | 1.41% | 3,537 | -217 | -5.8% | -$9.96万 | 减仓 |
| NOW | SERVICENOW INC | $161.21万 | 1.40% | 16,238 | -522 | -3.1% | -$5.18万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $160.55万 | 1.39% | 14,935 | -641 | -4.1% | -$6.89万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $158.23万 | 1.37% | 15,779 | -761 | -4.6% | -$7.63万 | 减仓 |
| ETN | EATON CORP PLC | $156.09万 | 1.35% | 3,663 | -110 | -2.9% | -$4.69万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $154.14万 | 1.34% | 2,472 | -102 | -4.0% | -$6.36万 | 减仓 |
| MDB | MONGODB INC | $148.43万 | 1.29% | 4,419 | 124 | 2.9% | $4.17万 | 重新持有 |
| VOO | VANGUARD INDEX FDS | $147.98万 | 1.28% | 2,155 | 293 | 15.7% | $20.12万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $145.89万 | 1.26% | 9,949 | 716 | 7.8% | $10.50万 | 加仓 |
| RTX | RTX CORPORATION | $143.93万 | 1.25% | 7,586 | -163 | -2.1% | -$3.09万 | 减仓 |
| LIN | LINDE PLC | $143.28万 | 1.24% | 2,761 | -212 | -7.1% | -$11.00万 | 减仓 |
| GOOG | ALPHABET INC | $139.39万 | 1.21% | 3,945 | -68 | -1.7% | -$2.40万 | 减仓 |
| RDDT | REDDIT INC | $139.18万 | 1.21% | 8,018 | 3,858 | 92.7% | $66.97万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $135.66万 | 1.18% | 2,731 | -167 | -5.8% | -$8.30万 | 减仓 |
| ORCL | ORACLE CORP | $133.69万 | 1.16% | 9,123 | 2,453 | 36.8% | $35.95万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $132.55万 | 1.15% | 29,235 | -603 | -2.0% | -$2.73万 | 减仓 |
| VST | VISTRA CORP | $131.01万 | 1.14% | 8,259 | -478 | -5.5% | -$7.58万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $127.39万 | 1.10% | 17,367 | 17,367 | — | $127.39万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $126.80万 | 1.10% | 747 | -44 | -5.6% | -$7.47万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $125.54万 | 1.09% | 9,918 | -535 | -5.1% | -$6.77万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $121.93万 | 1.06% | 6,400 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $119.53万 | 1.04% | 10,469 | -476 | -4.3% | -$5.43万 | 减仓 |
| SE | SEA LTD | $119.28万 | 1.03% | 12,447 | -561 | -4.3% | -$5.38万 | 减仓 |
| SYK | STRYKER CORPORATION | $110.51万 | 0.96% | 3,510 | -106 | -2.9% | -$3.34万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $103.42万 | 0.90% | 4,072 | -283 | -6.5% | -$7.19万 | 减仓 |
| HUBS | HUBSPOT INC | $101.37万 | 0.88% | 5,554 | 4,106 | 283.6% | $74.94万 | 加仓 |
| AVGO | BROADCOM INC | $101.01万 | 0.88% | 2,674 | 2,674 | — | $101.01万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $99.15万 | 0.86% | 859 | 859 | — | $99.15万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $98.63万 | 0.86% | 3,106 | -2,201 | -41.5% | -$69.89万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $87.08万 | 0.75% | 1,499 | -743 | -33.1% | -$43.16万 | 减仓 |
| SNOW | SNOWFLAKE INC | $82.31万 | 0.71% | 3,234 | -231 | -6.7% | -$5.88万 | 减仓 |
| VHT | VANGUARD WORLD FD | $80.73万 | 0.70% | 2,700 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $77.91万 | 0.68% | 7,624 | -208 | -2.7% | -$2.13万 | 减仓 |
| APP | APPLOVIN CORP | $67.39万 | 0.58% | 1,308 | -75 | -5.4% | -$3.86万 | 减仓 |
| BE | BLOOM ENERGY CORP | $63.96万 | 0.55% | 2,113 | -140 | -6.2% | -$4.24万 | 减仓 |
| MBWM | MERCANTILE BK CORP | $60.93万 | 0.53% | 10,612 | 10,612 | — | $60.93万 | 新建仓 |
| NFLX | NETFLIX INC. | $55.63万 | 0.48% | 7,791 | -13,008 | -62.5% | -$92.88万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $54.91万 | 0.48% | 7,159 | 1,422 | 24.8% | $10.91万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $46.90万 | 0.41% | 1,614 | -160 | -9.0% | -$4.65万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $44.00万 | 0.38% | 5,396 | -547 | -9.2% | -$4.46万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $43.64万 | 0.38% | 1,465 | 1,465 | — | $43.64万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $41.48万 | 0.36% | 4,953 | 584 | 13.4% | $4.89万 | 加仓 |
| CAC | CAMDEN NATL CORP | $39.90万 | 0.35% | 7,358 | 7,358 | — | $39.90万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $37.06万 | 0.32% | 1,505 | 1,505 | — | $37.06万 | 新建仓 |
| FNLC | FIRST BANCORP INC ME | $36.56万 | 0.32% | 10,500 | 10,500 | — | $36.56万 | 新建仓 |
| — | EXXON MOBIL CORP | $35.87万 | 0.31% | 2,624 | 430 | 19.6% | $5.88万 | 加仓 |
| CSCO | CISCO SYS INC | $34.42万 | 0.30% | 2,930 | 202 | 7.4% | $2.37万 | 加仓 |
| NU | NU HLDGS LTD | $32.11万 | 0.28% | 24,037 | -1,299 | -5.1% | -$1.74万 | 减仓 |
| TOST | TOAST INC | $31.83万 | 0.28% | 11,440 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $30.37万 | 0.26% | 1,832 | 621 | 51.3% | $10.29万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $30.00万 | 0.26% | 3,376 | -238 | -6.6% | -$2.11万 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $28.27万 | 0.25% | 11,537 | 11,537 | — | $28.27万 | 新建仓 |
| PLD | PROLOGIS INC. | $27.46万 | 0.24% | 2,027 | 2,027 | — | $27.46万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $26.95万 | 0.23% | 1,139 | 1,139 | — | $26.95万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $26.73万 | 0.23% | 10,582 | -113 | -1.1% | -$2,854 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.71万 | 0.23% | 950 | 67 | 7.6% | $1.88万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $26.23万 | 0.23% | 1,492 | 1,492 | — | $26.23万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $25.53万 | 0.22% | 2,963 | 2,963 | — | $25.53万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $25.30万 | 0.22% | 1,135 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $25.04万 | 0.22% | 2,616 | 132 | 5.3% | $1.26万 | 加仓 |
| RY | ROYAL BK CDA | $24.84万 | 0.22% | 1,200 | 1,200 | — | $24.84万 | 新建仓 |
| GABC | GERMAN AMERN BANCORP INC | $23.73万 | 0.21% | 5,000 | 5,000 | — | $23.73万 | 新建仓 |
| KLAC | KLA CORP | $22.63万 | 0.20% | 750 | 750 | — | $22.63万 | 新建仓 |
| NVS | NOVARTIS AG | $22.30万 | 0.19% | 1,423 | 88 | 6.6% | $1.38万 | 加仓 |
| AMGN | AMGEN INC | $21.58万 | 0.19% | 596 | 596 | — | $21.58万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | -32,138 | -100.0% | -$258.90万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -12,414 | -100.0% | -$155.75万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -4,067 | -100.0% | -$71.01万 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -9,786 | -100.0% | -$70.23万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -26,843 | -100.0% | -$38.25万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -11,702 | -100.0% | -$33.92万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -695 | -100.0% | -$26.40万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,025 | -100.0% | -$23.17万 | 清仓 |