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 |
|---|---|---|---|---|---|---|---|---|
| IEF | ISHARES TR | $42.30万 | 0.20% | 4,432 | -1,278 | -22.4% | -$12.20万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $42.26万 | 0.20% | 1,397 | 6 | 0.4% | $1,815 | 加仓 |
| SO | SOUTHERN CO | $40.83万 | 0.19% | 4,230 | 213 | 5.3% | $2.06万 | 加仓 |
| MRK | MERCK & CO INC | $39.97万 | 0.19% | 3,323 | 183 | 5.8% | $2.20万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $39.12万 | 0.18% | 876 | 59 | 7.2% | $2.63万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $38.84万 | 0.18% | 1,465 | 0 | 0.0% | — | 不变 |
| SPTI | SPDR SERIES TRUST | $38.72万 | 0.18% | 13,511 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $38.51万 | 0.18% | 4,005 | 299 | 8.1% | $2.87万 | 加仓 |
| SHY | ISHARES TR | $38.46万 | 0.18% | 4,658 | 15 | 0.3% | $1,239 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $38.22万 | 0.18% | 3,706 | -385 | -9.4% | -$3.97万 | 减仓 |
| PFE | PFIZER INC | $37.57万 | 0.17% | 13,378 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $37.00万 | 0.17% | 5,005 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $36.59万 | 0.17% | 1,150 | -420 | -26.8% | -$13.36万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $35.50万 | 0.16% | 4,290 | 130 | 3.1% | $1.08万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $35.10万 | 0.16% | 1,039 | 209 | 25.2% | $7.06万 | 加仓 |
| PGR | PROGRESSIVE CORP | $34.49万 | 0.16% | 1,740 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $34.43万 | 0.16% | 4,437 | -239 | -5.1% | -$1.85万 | 减仓 |
| THO | THOR INDS INC | $34.03万 | 0.16% | 4,260 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $33.67万 | 0.16% | 4,399 | 10 | 0.2% | $765 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $33.12万 | 0.15% | 10,859 | -1,450 | -11.8% | -$4.42万 | 减仓 |
| SLV | ISHARES SILVER TR | $31.56万 | 0.15% | 4,631 | -660 | -12.5% | -$4.50万 | 减仓 |
| VTR | VENTAS INC | $30.72万 | 0.14% | 3,757 | 258 | 7.4% | $2.11万 | 加仓 |
| LQD | ISHARES TR | $29.02万 | 0.13% | 2,663 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ETF TR | $29.01万 | 0.13% | 5,860 | 25 | 0.4% | $1,238 | 加仓 |
| KXI | ISHARES TR | $28.65万 | 0.13% | 4,275 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $28.38万 | 0.13% | 9,625 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $27.99万 | 0.13% | 3,014 | 35 | 1.2% | $3,251 | 加仓 |
| IEMG | ISHARES INC | $27.21万 | 0.13% | 3,901 | 3,901 | — | $27.21万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $26.33万 | 0.12% | 386 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $26.14万 | 0.12% | 1,995 | 118 | 6.3% | $1.55万 | 加仓 |
| VHT | VANGUARD WORLD FD | $24.81万 | 0.11% | 911 | 171 | 23.1% | $4.66万 | 加仓 |
| VB | VANGUARD INDEX FDS | $24.54万 | 0.11% | 937 | 937 | — | $24.54万 | 新建仓 |
| — | HONEYWELL INTL INC | $24.03万 | 0.11% | 1,063 | 1,063 | — | $24.03万 | 新建仓 |
| CALF | PACER FDS TR | $23.08万 | 0.11% | 5,143 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $22.93万 | 0.11% | 3,665 | 80 | 2.2% | $5,005 | 加仓 |
| ANET | ARISTA NETWORKS INC | $22.12万 | 0.10% | 1,802 | -6 | -0.3% | -$737 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $21.84万 | 0.10% | 1,668 | -108 | -6.1% | -$1.41万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $21.82万 | 0.10% | 8,200 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $21.69万 | 0.10% | 395 | 395 | — | $21.69万 | 新建仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $21.59万 | 0.10% | 1,105 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HLDGS INC | $21.39万 | 0.10% | 4,210 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $21.04万 | 0.10% | 566 | 5 | 0.9% | $1,859 | 加仓 |
| ICSH | ISHARES TR | $20.92万 | 0.10% | 4,132 | 4,132 | — | $20.92万 | 新建仓 |
| SHV | ISHARES TR | $20.84万 | 0.10% | 1,888 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $20.13万 | 0.09% | 2,782 | 2,782 | — | $20.13万 | 新建仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $20.03万 | 0.09% | 7,430 | 7,430 | — | $20.03万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $10.91万 | 0.05% | 10,030 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -2,322 | -100.0% | -$42.77万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,129 | -100.0% | -$37.84万 | 清仓 |
| VOE | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,653 | -100.0% | -$29.32万 | 清仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -195 | -100.0% | -$20.88万 | 清仓 |
| — | NUBURU INC | $0 | 0.00% | 0 | -13,000 | -100.0% | -$2,070 | 清仓 |