BLUEDOOR PRIVATE WEALTH, LLC
BEVERLY MA · SEC CIK 0002110994
$2.16亿2026Q1 申报市值
147持仓数
34.3%前十大占比 · 第一大 6.6%
7 / 5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
JPST 加仓+$461.95万
HELO 加仓+$80.33万
JEPQ 加仓+$38.47万
BUFQ 加仓+$37.74万
IEMG 新建仓+$27.21万
2026Q1 卖出最多 按季末市值估算
SBCF 减仓-$169.20万
GLD 减仓-$114.07万
IAU 减仓-$59.86万
PANW 清仓-$42.77万
PLTR 清仓-$37.84万
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 |
|---|---|---|---|---|---|---|---|---|
| VBK | VANGUARD INDEX FDS | $100.53万 | 0.47% | 3,326 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $105.98万 | 0.49% | 17,300 | 156 | 0.9% | $9,557 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $109.70万 | 0.51% | 42,785 | 2,165 | 5.3% | $5.55万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $112.87万 | 0.52% | 13,243 | 50 | 0.4% | $4,262 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $114.73万 | 0.53% | 30,193 | 2,125 | 7.6% | $8.07万 | 加仓 |
| DHR | DANAHER CORP DEL | $117.91万 | 0.55% | 6,219 | -17 | -0.3% | -$3,223 | 减仓 |
| AGG | ISHARES TR | $118.62万 | 0.55% | 11,949 | 69 | 0.6% | $6,850 | 加仓 |
| DE | DEERE & CO | $121.00万 | 0.56% | 2,148 | -10 | -0.5% | -$5,633 | 减仓 |
| VGT | VANGUARD WORLD FD | $125.52万 | 0.58% | 1,799 | -87 | -4.6% | -$6.07万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $126.38万 | 0.59% | 17,649 | -90 | -0.5% | -$6,445 | 减仓 |
| — | EA SERIES TRUST | $128.46万 | 0.60% | 51,114 | 1,419 | 2.9% | $3.57万 | 加仓 |
| LLY | ELI LILLY & CO | $131.25万 | 0.61% | 1,427 | 25 | 1.8% | $2.30万 | 加仓 |
| AVGO | BROADCOM INC | $137.36万 | 0.64% | 4,438 | 89 | 2.0% | $2.75万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $140.69万 | 0.65% | 12,910 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $141.13万 | 0.65% | 5,817 | 85 | 1.5% | $2.06万 | 加仓 |
| ROE | EA SERIES TRUST | $146.45万 | 0.68% | 41,335 | -2,067 | -4.8% | -$7.32万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $147.27万 | 0.68% | 1,478 | 49 | 3.4% | $4.88万 | 加仓 |
| MCD | MCDONALDS CORP | $149.33万 | 0.69% | 4,805 | 119 | 2.5% | $3.70万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $151.06万 | 0.70% | 6,953 | -1,500 | -17.7% | -$32.59万 | 减仓 |
| KO | COCA COLA CO | $153.13万 | 0.71% | 20,136 | 23 | 0.1% | $1,749 | 加仓 |
| CAT | CATERPILLAR INC | $157.84万 | 0.73% | 2,228 | -6 | -0.3% | -$4,251 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $180.06万 | 0.83% | 6,121 | 103 | 1.7% | $3.03万 | 加仓 |
| SHLD | GLOBAL X FDS | $180.20万 | 0.83% | 25,438 | -1,435 | -5.3% | -$10.17万 | 减仓 |
| DGRO | ISHARES TR | $198.20万 | 0.92% | 28,242 | 244 | 0.9% | $1.71万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $205.60万 | 0.95% | 19,575 | -417 | -2.1% | -$4.38万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $213.63万 | 0.99% | 8,740 | 186 | 2.2% | $4.55万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $213.74万 | 0.99% | 27,259 | -405 | -1.5% | -$3.18万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $221.39万 | 1.03% | 62,680 | 10,685 | 20.6% | $37.74万 | 加仓 |
| V | VISA INC | $246.19万 | 1.14% | 8,146 | 160 | 2.0% | $4.84万 | 加仓 |
| WM | WASTE MGMT INC DEL | $247.02万 | 1.14% | 10,750 | 116 | 1.1% | $2.67万 | 加仓 |
| TJX | TJX COS INC NEW | $261.52万 | 1.21% | 16,376 | -281 | -1.7% | -$4.49万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $271.65万 | 1.26% | 4,177 | 80 | 2.0% | $5.20万 | 加仓 |
| WMT | WALMART INC | $289.83万 | 1.34% | 23,321 | -30 | -0.1% | -$3,728 | 减仓 |
| EFA | ISHARES TR | $293.87万 | 1.36% | 30,255 | 749 | 2.5% | $7.28万 | 加仓 |
| GOOGL | ALPHABET INC | $340.96万 | 1.58% | 11,857 | 109 | 0.9% | $3.13万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $348.50万 | 1.61% | 19,983 | 107 | 0.5% | $1.87万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $363.40万 | 1.68% | 7,273 | 321 | 4.6% | $16.04万 | 加仓 |
| GOOG | ALPHABET INC | $391.28万 | 1.81% | 13,640 | 204 | 1.5% | $5.85万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $410.23万 | 1.90% | 87,135 | -3,935 | -4.3% | -$18.53万 | 减仓 |
| IAU | ISHARES GOLD TR | $424.85万 | 1.97% | 48,191 | -6,790 | -12.3% | -$59.86万 | 减仓 |
| MSFT | MICROSOFT CORP | $434.49万 | 2.01% | 11,737 | 340 | 3.0% | $12.59万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $508.28万 | 2.35% | 25,906 | -200 | -0.8% | -$3.92万 | 减仓 |
| AMZN | AMAZON COM INC | $529.13万 | 2.45% | 25,406 | 823 | 3.3% | $17.14万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $530.48万 | 2.46% | 12,145 | -100 | -0.8% | -$4.37万 | 减仓 |
| IJH | ISHARES TR | $580.85万 | 2.69% | 86,014 | 790 | 0.9% | $5.33万 | 加仓 |
| IVV | ISHARES TR | $587.07万 | 2.72% | 8,988 | -21 | -0.2% | -$1.37万 | 减仓 |
| GLD | SPDR GOLD TR | $626.76万 | 2.90% | 14,566 | -2,651 | -15.4% | -$114.07万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $669.36万 | 3.10% | 34,877 | 28 | 0.1% | $5,374 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $676.79万 | 3.14% | 223,437 | -55,859 | -20.0% | -$169.20万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $744.56万 | 3.45% | 15,538 | 107 | 0.7% | $5.13万 | 加仓 |
| AAPL | APPLE INC | $769.82万 | 3.57% | 30,333 | 667 | 2.2% | $16.93万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $783.88万 | 3.63% | 122,654 | 12,569 | 11.4% | $80.33万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,434.28万 | 6.64% | 283,399 | 91,276 | 47.5% | $461.95万 | 加仓 |