Blue Sparrow, LLC /DE
NEW YORK NY · SEC CIK 0002104539
$58.49亿2026Q1 申报市值
176持仓数
61.5%前十大占比 · 第一大 15.0%
95 / 7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
RY 新建仓+$5.27亿
META 加仓+$2.40亿
CNQ 新建仓+$2.25亿
NVDA 加仓+$1.62亿
PLTR 加仓+$1.39亿
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$1.22亿
SCHW 减仓-$9,388.03万
GS 减仓-$9,018.25万
MSFT 减仓-$7,391.37万
MU 减仓-$7,013.56万
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 |
|---|---|---|---|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CSCO | CISCO SYSTEMS ORD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -57,410 | -100.0% | -$884.92万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLD | PROLOGIS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -4,000 | -100.0% | -$229.15万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -25,200 | -100.0% | -$202.31万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -14,700 | -100.0% | -$184.18万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -12,600 | -100.0% | -$165.10万 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $0 | 0.00% | 0 | -23,250 | -100.0% | -$112.95万 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -1 | -100.0% | -$13 | 清仓 |
| IFF | INTERNATIONAL FLAVORS & FRAGRANS ORD | $7.25万 | 0.00% | 1,000 | 1,000 | — | $7.25万 | 新建仓 |
| NWS | NEWS CL B ORD | $15.68万 | 0.00% | 5,500 | 5,500 | — | $15.68万 | 新建仓 |
| CSGP | COSTAR GROUP ORD | $24.85万 | 0.00% | 6,160 | 6,160 | — | $24.85万 | 新建仓 |
| TAP | MOLSON COORS BEVERAGE COMPA CL B ORD | $27.82万 | 0.00% | 6,460 | 6,460 | — | $27.82万 | 新建仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ REIT ORD | $32.59万 | 0.01% | 7,020 | 7,020 | — | $32.59万 | 新建仓 |
| LW | LAMB WESTON HOLDINGS ORD | $37.10万 | 0.01% | 8,780 | 8,780 | — | $37.10万 | 新建仓 |
| HAL | HALLIBURTON ORD | $45.74万 | 0.01% | 11,730 | 11,730 | — | $45.74万 | 新建仓 |
| BKR | BAKER HUGHES CL A ORD | $45.79万 | 0.01% | 7,500 | 7,500 | — | $45.79万 | 新建仓 |
| SPGI | S&P GLOBAL ORD | $55.29万 | 0.01% | 1,300 | -2,600 | -66.7% | -$110.59万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES CL A ORD | $55.99万 | 0.01% | 6,950 | 6,950 | — | $55.99万 | 新建仓 |
| DAL | DELTA AIR LINES ORD | $67.94万 | 0.01% | 10,220 | 10,220 | — | $67.94万 | 新建仓 |
| UDR | UDR REIT ORD | $67.97万 | 0.01% | 20,120 | 20,120 | — | $67.97万 | 新建仓 |
| TXN | TEXAS INSTRUMENTS ORD | $71.83万 | 0.01% | 3,700 | -12,300 | -76.9% | -$238.79万 | 减仓 |
| STZ | CONSTELLATION BRANDS CL A ORD | $90.00万 | 0.02% | 6,000 | 6,000 | — | $90.00万 | 新建仓 |
| UHS | UNIVERSAL HEALTH SERVICES CL B ORD | $93.06万 | 0.02% | 5,200 | 5,200 | — | $93.06万 | 新建仓 |
| WRB | WR BERKLEY ORD | $95.64万 | 0.02% | 14,430 | 14,430 | — | $95.64万 | 新建仓 |
| USB | US BANCORP ORD | $99.60万 | 0.02% | 19,150 | 19,150 | — | $99.60万 | 新建仓 |
| PEG | PUBLIC SERVICE ENTERPRISE GROUP ORD | $105.23万 | 0.02% | 13,000 | 13,000 | — | $105.23万 | 新建仓 |
| HUM | HUMANA ORD | $107.16万 | 0.02% | 6,180 | 6,180 | — | $107.16万 | 新建仓 |
| T | AT&T ORD | $107.84万 | 0.02% | 37,200 | -494,100 | -93.0% | -$1,432.40万 | 减仓 |
| SYY | SYSCO ORD | $111.13万 | 0.02% | 15,580 | 15,580 | — | $111.13万 | 新建仓 |
| AIG | AMERICAN INTERNATIONAL GROUP ORD | $111.45万 | 0.02% | 14,810 | 14,810 | — | $111.45万 | 新建仓 |
| PTC | PTC ORD | $114.56万 | 0.02% | 8,040 | 8,040 | — | $114.56万 | 新建仓 |
| HIG | THE HARTFORD INSURANCE GROUP ORD | $115.89万 | 0.02% | 8,570 | 8,570 | — | $115.89万 | 新建仓 |
| AFL | AFLAC ORD | $116.07万 | 0.02% | 10,580 | 10,580 | — | $116.07万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE ORD | $116.39万 | 0.02% | 7,400 | -37,185 | -83.4% | -$584.85万 | 减仓 |
| YUM | YUM BRANDS ORD | $116.92万 | 0.02% | 7,520 | 7,520 | — | $116.92万 | 新建仓 |
| DVN | DEVON ENERGY ORD | $117.04万 | 0.02% | 23,260 | 23,260 | — | $117.04万 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CL A REIT ORD | $119.10万 | 0.02% | 6,920 | 6,920 | — | $119.10万 | 新建仓 |
| L | LOEWS ORD | $121.47万 | 0.02% | 11,380 | 11,380 | — | $121.47万 | 新建仓 |
| TSN | TYSON FOODS CL A ORD | $127.11万 | 0.02% | 19,840 | 19,840 | — | $127.11万 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL REIT ORD | $130.78万 | 0.02% | 22,110 | 22,110 | — | $130.78万 | 新建仓 |
| IQV | IQVIA HOLDINGS ORD | $132.34万 | 0.02% | 7,760 | 7,760 | — | $132.34万 | 新建仓 |
| PSX | PHILLIPS 66 ORD | $135.00万 | 0.02% | 7,410 | 7,410 | — | $135.00万 | 新建仓 |
| DTE | DTE ENERGY ORD | $141.98万 | 0.02% | 9,710 | 9,710 | — | $141.98万 | 新建仓 |
| VLO | VALERO ENERGY ORD | $155.91万 | 0.03% | 6,310 | 6,310 | — | $155.91万 | 新建仓 |
| PPL | PPL ORD | $162.54万 | 0.03% | 42,550 | 42,550 | — | $162.54万 | 新建仓 |
| CPT | CAMDEN PROPERTY REIT ORD | $165.05万 | 0.03% | 16,900 | 16,900 | — | $165.05万 | 新建仓 |
| LULU | LULULEMON ATHLETICA ORD | $166.88万 | 0.03% | 10,900 | -44,100 | -80.2% | -$675.17万 | 减仓 |
| CMS | CMS ENERGY ORD | $166.95万 | 0.03% | 21,520 | 21,520 | — | $166.95万 | 新建仓 |
| WAT | WATERS ORD | $171.71万 | 0.03% | 5,766 | 5,766 | — | $171.71万 | 新建仓 |
| RSG | REPUBLIC SERVICES ORD | $176.31万 | 0.03% | 8,050 | 8,050 | — | $176.31万 | 新建仓 |
| AMGN | AMGEN ORD | $176.63万 | 0.03% | 5,020 | -27,392 | -84.5% | -$963.79万 | 减仓 |
| EXR | EXTRA SPACE STORAGE REIT ORD | $179.25万 | 0.03% | 13,670 | 13,670 | — | $179.25万 | 新建仓 |
| ORLY | O REILLY AUTOMOTIVE ORD | $191.36万 | 0.03% | 20,730 | 20,730 | — | $191.36万 | 新建仓 |
| ED | CONSOLIDATED EDISON ORD | $192.07万 | 0.03% | 16,970 | 16,970 | — | $192.07万 | 新建仓 |
| MAA | MID AMERICA APT COMMUNITI REIT ORD | $194.17万 | 0.03% | 15,900 | 15,900 | — | $194.17万 | 新建仓 |
| IRM | IRON MOUNTAIN ORD | $195.39万 | 0.03% | 19,130 | 19,130 | — | $195.39万 | 新建仓 |
| WFC | WELLS FARGO ORD | $195.92万 | 0.03% | 24,610 | -419,711 | -94.5% | -$3,341.32万 | 减仓 |
| WM | WASTE MANAGEMENT ORD | $207.73万 | 0.04% | 9,040 | 9,040 | — | $207.73万 | 新建仓 |
| REG | REGENCY CENTERS REIT ORD | $208.82万 | 0.04% | 27,600 | 27,600 | — | $208.82万 | 新建仓 |
| ECL | ECOLAB ORD | $216.01万 | 0.04% | 8,120 | 8,120 | — | $216.01万 | 新建仓 |
| CCI | CROWN CASTLE ORD | $227.42万 | 0.04% | 27,970 | 27,970 | — | $227.42万 | 新建仓 |
| SRE | SEMPRA ORD | $229.22万 | 0.04% | 23,590 | 23,590 | — | $229.22万 | 新建仓 |
| — | AVALONBAY COMMUNITIES REIT ORD | $245.35万 | 0.04% | 15,020 | 15,020 | — | $245.35万 | 新建仓 |
| FDX | FEDEX ORD | $246.58万 | 0.04% | 6,923 | 6,923 | — | $246.58万 | 新建仓 |
| EOG | EOG RESOURCES ORD | $249.96万 | 0.04% | 17,290 | 17,290 | — | $249.96万 | 新建仓 |
| BKNG | BOOKING HOLDINGS ORD | $252.62万 | 0.04% | 600 | -3,333 | -84.7% | -$1,403.30万 | 减仓 |
| KLAC | KLA ORD | $257.52万 | 0.04% | 1,749 | 1,749 | — | $257.52万 | 新建仓 |
| CNP | CENTERPOINT ENERGY ORD | $266.99万 | 0.05% | 61,860 | 61,860 | — | $266.99万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY ORD | $267.27万 | 0.05% | 26,983 | 26,983 | — | $267.27万 | 新建仓 |
| GEV | GE VERNOVA ORD | $270.60万 | 0.05% | 3,100 | -10,800 | -77.7% | -$942.73万 | 减仓 |
| INTU | INTUIT ORD | $276.72万 | 0.05% | 6,400 | -14,200 | -68.9% | -$613.98万 | 减仓 |
| TFC | TRUIST FINANCIAL ORD | $280.88万 | 0.05% | 61,100 | -118,900 | -66.1% | -$546.58万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS ORD | $291.35万 | 0.05% | 14,800 | -35,200 | -70.4% | -$692.95万 | 减仓 |
| EBAY | EBAY ORD | $301.82万 | 0.05% | 33,160 | 33,160 | — | $301.82万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATIONAL ORD | $340.47万 | 0.06% | 26,000 | -44,000 | -62.9% | -$576.18万 | 减仓 |
| SLB | SLB ORD | $346.21万 | 0.06% | 67,370 | 67,370 | — | $346.21万 | 新建仓 |
| PNC | PNC FINANCIAL SERVICES GROUP ORD | $370.40万 | 0.06% | 17,800 | -32,200 | -64.4% | -$670.05万 | 减仓 |
| DLR | DIGITAL REALTY REIT ORD | $387.09万 | 0.07% | 21,480 | 21,480 | — | $387.09万 | 新建仓 |
| SPG | SIMON PROP GRP REIT ORD | $396.56万 | 0.07% | 21,260 | 21,260 | — | $396.56万 | 新建仓 |
| DIS | WALT DISNEY ORD | $402.87万 | 0.07% | 41,800 | -91,400 | -68.6% | -$880.91万 | 减仓 |
| FCX | FREEPORT MCMORAN ORD | $407.93万 | 0.07% | 69,400 | -120,600 | -63.5% | -$708.89万 | 减仓 |
| CRM | SALESFORCE ORD | $416.27万 | 0.07% | 22,300 | -48,900 | -68.7% | -$912.82万 | 减仓 |
| TEL | TE CONNECTIVITY ORD | $419.92万 | 0.07% | 20,090 | 20,090 | — | $419.92万 | 新建仓 |
| CTAS | CINTAS ORD | $422.85万 | 0.07% | 25,000 | 25,000 | — | $422.85万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC ORD | $427.63万 | 0.07% | 8,700 | -19,200 | -68.8% | -$943.74万 | 减仓 |
| NSC | NORFOLK SOUTHERN ORD | $430.50万 | 0.07% | 15,000 | 15,000 | — | $430.50万 | 新建仓 |
| MMM | 3M ORD | $432.79万 | 0.07% | 29,800 | -40,200 | -57.4% | -$583.82万 | 减仓 |
| ROST | ROSS STORES ORD | $433.26万 | 0.07% | 20,000 | 20,000 | — | $433.26万 | 新建仓 |
| ON | ON SEMICONDUCTOR ORD | $433.56万 | 0.07% | 70,020 | 70,020 | — | $433.56万 | 新建仓 |
| TRV | TRAVELERS COMPANIES ORD | $437.52万 | 0.07% | 15,000 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH ORD | $442.35万 | 0.08% | 15,110 | 15,110 | — | $442.35万 | 新建仓 |
| GM | GENERAL MOTORS ORD | $447.00万 | 0.08% | 60,000 | 60,000 | — | $447.00万 | 新建仓 |
| AEP | AMERICAN ELECTRIC POWER ORD | $453.41万 | 0.08% | 34,590 | 34,590 | — | $453.41万 | 新建仓 |