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 |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | $1,434.28万 | 6.64% | 283,399 | 91,276 | 47.5% | $461.95万 | 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 |
| AAPL | APPLE INC | $769.82万 | 3.57% | 30,333 | 667 | 2.2% | $16.93万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $744.56万 | 3.45% | 15,538 | 107 | 0.7% | $5.13万 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $676.79万 | 3.14% | 223,437 | -55,859 | -20.0% | -$169.20万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $669.36万 | 3.10% | 34,877 | 28 | 0.1% | $5,374 | 加仓 |
| GLD | SPDR GOLD TR | $626.76万 | 2.90% | 14,566 | -2,651 | -15.4% | -$114.07万 | 减仓 |
| IVV | ISHARES TR | $587.07万 | 2.72% | 8,988 | -21 | -0.2% | -$1.37万 | 减仓 |
| IJH | ISHARES TR | $580.85万 | 2.69% | 86,014 | 790 | 0.9% | $5.33万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $530.48万 | 2.46% | 12,145 | -100 | -0.8% | -$4.37万 | 减仓 |
| AMZN | AMAZON COM INC | $529.13万 | 2.45% | 25,406 | 823 | 3.3% | $17.14万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $508.28万 | 2.35% | 25,906 | -200 | -0.8% | -$3.92万 | 减仓 |
| MSFT | MICROSOFT CORP | $434.49万 | 2.01% | 11,737 | 340 | 3.0% | $12.59万 | 加仓 |
| IAU | ISHARES GOLD TR | $424.85万 | 1.97% | 48,191 | -6,790 | -12.3% | -$59.86万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $410.23万 | 1.90% | 87,135 | -3,935 | -4.3% | -$18.53万 | 减仓 |
| GOOG | ALPHABET INC | $391.28万 | 1.81% | 13,640 | 204 | 1.5% | $5.85万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $363.40万 | 1.68% | 7,273 | 321 | 4.6% | $16.04万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $348.50万 | 1.61% | 19,983 | 107 | 0.5% | $1.87万 | 加仓 |
| GOOGL | ALPHABET INC | $340.96万 | 1.58% | 11,857 | 109 | 0.9% | $3.13万 | 加仓 |
| EFA | ISHARES TR | $293.87万 | 1.36% | 30,255 | 749 | 2.5% | $7.28万 | 加仓 |
| WMT | WALMART INC | $289.83万 | 1.34% | 23,321 | -30 | -0.1% | -$3,728 | 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 |
| TJX | TJX COS INC NEW | $261.52万 | 1.21% | 16,376 | -281 | -1.7% | -$4.49万 | 减仓 |
| WM | WASTE MGMT INC DEL | $247.02万 | 1.14% | 10,750 | 116 | 1.1% | $2.67万 | 加仓 |
| V | VISA INC | $246.19万 | 1.14% | 8,146 | 160 | 2.0% | $4.84万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $221.39万 | 1.03% | 62,680 | 10,685 | 20.6% | $37.74万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $213.74万 | 0.99% | 27,259 | -405 | -1.5% | -$3.18万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $213.63万 | 0.99% | 8,740 | 186 | 2.2% | $4.55万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $205.60万 | 0.95% | 19,575 | -417 | -2.1% | -$4.38万 | 减仓 |
| DGRO | ISHARES TR | $198.20万 | 0.92% | 28,242 | 244 | 0.9% | $1.71万 | 加仓 |
| SHLD | GLOBAL X FDS | $180.20万 | 0.83% | 25,438 | -1,435 | -5.3% | -$10.17万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $180.06万 | 0.83% | 6,121 | 103 | 1.7% | $3.03万 | 加仓 |
| CAT | CATERPILLAR INC | $157.84万 | 0.73% | 2,228 | -6 | -0.3% | -$4,251 | 减仓 |
| KO | COCA COLA CO | $153.13万 | 0.71% | 20,136 | 23 | 0.1% | $1,749 | 加仓 |
| VBR | VANGUARD INDEX FDS | $151.06万 | 0.70% | 6,953 | -1,500 | -17.7% | -$32.59万 | 减仓 |
| MCD | MCDONALDS CORP | $149.33万 | 0.69% | 4,805 | 119 | 2.5% | $3.70万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $147.27万 | 0.68% | 1,478 | 49 | 3.4% | $4.88万 | 加仓 |
| ROE | EA SERIES TRUST | $146.45万 | 0.68% | 41,335 | -2,067 | -4.8% | -$7.32万 | 减仓 |
| UNP | UNION PAC CORP | $141.13万 | 0.65% | 5,817 | 85 | 1.5% | $2.06万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $140.69万 | 0.65% | 12,910 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $137.36万 | 0.64% | 4,438 | 89 | 2.0% | $2.75万 | 加仓 |
| LLY | ELI LILLY & CO | $131.25万 | 0.61% | 1,427 | 25 | 1.8% | $2.30万 | 加仓 |
| — | EA SERIES TRUST | $128.46万 | 0.60% | 51,114 | 1,419 | 2.9% | $3.57万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $126.38万 | 0.59% | 17,649 | -90 | -0.5% | -$6,445 | 减仓 |
| VGT | VANGUARD WORLD FD | $125.52万 | 0.58% | 1,799 | -87 | -4.6% | -$6.07万 | 减仓 |
| DE | DEERE & CO | $121.00万 | 0.56% | 2,148 | -10 | -0.5% | -$5,633 | 减仓 |
| AGG | ISHARES TR | $118.62万 | 0.55% | 11,949 | 69 | 0.6% | $6,850 | 加仓 |
| DHR | DANAHER CORP DEL | $117.91万 | 0.55% | 6,219 | -17 | -0.3% | -$3,223 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $114.73万 | 0.53% | 30,193 | 2,125 | 7.6% | $8.07万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $112.87万 | 0.52% | 13,243 | 50 | 0.4% | $4,262 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $109.70万 | 0.51% | 42,785 | 2,165 | 5.3% | $5.55万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $105.98万 | 0.49% | 17,300 | 156 | 0.9% | $9,557 | 加仓 |
| VBK | VANGUARD INDEX FDS | $100.53万 | 0.47% | 3,326 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY ETF TR | $100.32万 | 0.46% | 22,368 | 110 | 0.5% | $4,934 | 加仓 |
| GQQQ | EA SERIES TRUST | $97.80万 | 0.45% | 33,981 | -2,355 | -6.5% | -$6.78万 | 减仓 |
| MCO | MOODYS CORP | $95.36万 | 0.44% | 2,186 | -45 | -2.0% | -$1.96万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $94.63万 | 0.44% | 2,800 | 293 | 11.7% | $9.90万 | 加仓 |
| META | META PLATFORMS INC | $91.88万 | 0.43% | 1,606 | 28 | 1.8% | $1.60万 | 加仓 |
| STIP | ISHARES TR | $91.60万 | 0.42% | 8,856 | 300 | 3.5% | $3.10万 | 加仓 |
| — | SPDR SERIES TRUST | $90.54万 | 0.42% | 9,042 | -753 | -7.7% | -$7.54万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $88.50万 | 0.41% | 15,614 | 4,138 | 36.1% | $23.45万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $88.47万 | 0.41% | 14,115 | -5,181 | -26.9% | -$32.47万 | 减仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $86.97万 | 0.40% | 10,723 | 344 | 3.3% | $2.79万 | 加仓 |
| IJK | ISHARES TR | $86.13万 | 0.40% | 8,560 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $82.23万 | 0.38% | 4,047 | -58 | -1.4% | -$1.18万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $81.31万 | 0.38% | 4,907 | 372 | 8.2% | $6.16万 | 加仓 |
| HD | HOME DEPOT INC | $80.94万 | 0.37% | 2,461 | 57 | 2.4% | $1.87万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $80.08万 | 0.37% | 8,521 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $78.04万 | 0.36% | 4,069 | -76 | -1.8% | -$1.46万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $77.46万 | 0.36% | 15,677 | 1,772 | 12.7% | $8.76万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $77.05万 | 0.36% | 23,915 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $75.75万 | 0.35% | 9,581 | 644 | 7.2% | $5.09万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $75.10万 | 0.35% | 648 | -26 | -3.9% | -$3.01万 | 减仓 |
| EEM | ISHARES TR | $73.74万 | 0.34% | 12,985 | 488 | 3.9% | $2.77万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $71.44万 | 0.33% | 14,601 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $70.06万 | 0.32% | 13,788 | 1,165 | 9.2% | $5.92万 | 加仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $69.68万 | 0.32% | 6,084 | -232 | -3.7% | -$2.66万 | 减仓 |
| QINT | AMERICAN CENTY ETF TR | $65.79万 | 0.30% | 10,053 | 484 | 5.1% | $3.17万 | 加仓 |
| RTX | RTX CORPORATION | $65.59万 | 0.30% | 3,400 | 254 | 8.1% | $4.90万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $62.99万 | 0.29% | 12,600 | -1,100 | -8.0% | -$5.50万 | 减仓 |
| — | EXXON MOBIL CORP | $62.63万 | 0.29% | 3,691 | 161 | 4.6% | $2.73万 | 加仓 |
| EWL | ISHARES INC | $60.86万 | 0.28% | 10,349 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $59.23万 | 0.27% | 980 | 46 | 4.9% | $2.78万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $58.87万 | 0.27% | 10,603 | 6,929 | 188.6% | $38.47万 | 加仓 |
| UTES | ETFIS SER TR I | $58.19万 | 0.27% | 7,283 | -555 | -7.1% | -$4.43万 | 减仓 |
| — | INVESTMENT MANAGERS SER TR I | $57.74万 | 0.27% | 27,762 | 393 | 1.4% | $8,174 | 加仓 |
| EFG | ISHARES TR | $57.01万 | 0.26% | 5,119 | -1,506 | -22.7% | -$16.77万 | 减仓 |
| KLAC | KLA CORP | $56.54万 | 0.26% | 384 | 29 | 8.2% | $4.27万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $56.41万 | 0.26% | 2,623 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $53.75万 | 0.25% | 6,200 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $51.88万 | 0.24% | 5,190 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $51.61万 | 0.24% | 1,797 | 652 | 56.9% | $18.72万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $50.47万 | 0.23% | 3,210 | -43 | -1.3% | -$6,761 | 减仓 |
| IJR | ISHARES TR | $50.37万 | 0.23% | 4,052 | 505 | 14.2% | $6.28万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $50.09万 | 0.23% | 592 | 44 | 8.0% | $3.72万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $49.78万 | 0.23% | 10,524 | 4,522 | 75.3% | $21.39万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $49.63万 | 0.23% | 6,131 | 194 | 3.3% | $1.57万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $49.26万 | 0.23% | 117 | 4 | 3.5% | $1.68万 | 加仓 |
| ORCL | ORACLE CORP | $45.35万 | 0.21% | 3,083 | 20 | 0.7% | $2,942 | 加仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $44.64万 | 0.21% | 20,066 | -400 | -2.0% | -$8,898 | 减仓 |