BLUEDOOR PRIVATE WEALTH, LLC
BEVERLY MA · SEC CIK 0002110994
$2.38亿2026Q2 申报市值
164持仓数
32.6%前十大占比 · 第一大 6.0%
23 / 7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
JCPB 加仓+$74.37万
BUFQ 加仓+$69.46万
SPYI 新建仓+$65.72万
JPIE 新建仓+$63.06万
VO 加仓+$51.93万
2026Q2 卖出最多 按季末市值估算
HELO 减仓-$192.15万
CIBR 减仓-$40.57万
BRK/B 减仓-$39.13万
ADI 清仓-$36.59万
AAPL 减仓-$28.96万
2026Q2 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 | $1,432.47万 | 6.03% | 283,265 | -134 | -0.0% | -$6,776 | 减仓 |
| AAPL | APPLE INC | $848.75万 | 3.57% | 29,332 | -1,001 | -3.3% | -$28.96万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $782.31万 | 3.29% | 36,768 | 1,891 | 5.4% | $40.23万 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $742.93万 | 3.13% | 223,437 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $738.35万 | 3.11% | 14,756 | -782 | -5.0% | -$39.13万 | 减仓 |
| IVV | ISHARES TR | $672.33万 | 2.83% | 8,978 | -10 | -0.1% | -$7,489 | 减仓 |
| IJH | ISHARES TR | $657.86万 | 2.77% | 85,314 | -700 | -0.8% | -$5.40万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $636.75万 | 2.68% | 94,221 | -28,433 | -23.2% | -$192.15万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $627.70万 | 2.64% | 72,870 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $603.00万 | 2.54% | 25,300 | -106 | -0.4% | -$2.53万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $560.97万 | 2.36% | 25,741 | -165 | -0.6% | -$3.60万 | 减仓 |
| GLD | SPDR GOLD TR | $534.67万 | 2.25% | 14,514 | -52 | -0.4% | -$1.92万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $483.38万 | 2.03% | 102,979 | 15,844 | 18.2% | $74.37万 | 加仓 |
| GOOG | ALPHABET INC | $461.45万 | 1.94% | 13,060 | -580 | -4.3% | -$20.49万 | 减仓 |
| MSFT | MICROSOFT CORP | $441.24万 | 1.86% | 11,829 | 92 | 0.8% | $3.43万 | 加仓 |
| GOOGL | ALPHABET INC | $412.33万 | 1.74% | 11,538 | -319 | -2.7% | -$11.40万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $388.65万 | 1.64% | 19,424 | -559 | -2.8% | -$11.19万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $373.74万 | 1.57% | 7,277 | 4 | 0.1% | $2,054 | 加仓 |
| IAU | ISHARES GOLD TR | $369.11万 | 1.55% | 48,882 | 691 | 1.4% | $5.22万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $319.20万 | 1.34% | 4,274 | 97 | 2.3% | $7.24万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $315.61万 | 1.33% | 80,368 | 17,688 | 28.2% | $69.46万 | 加仓 |
| EFA | ISHARES TR | $314.44万 | 1.32% | 30,269 | 14 | 0.0% | $1,454 | 加仓 |
| V | VISA INC | $286.67万 | 1.21% | 8,356 | 210 | 2.6% | $7.20万 | 加仓 |
| WMT | WALMART INC | $260.49万 | 1.10% | 22,999 | -322 | -1.4% | -$3.65万 | 减仓 |
| TJX | TJX COS INC NEW | $247.51万 | 1.04% | 16,337 | -39 | -0.2% | -$5,909 | 减仓 |
| WM | WASTE MGMT INC DEL | $241.10万 | 1.01% | 10,818 | 68 | 0.6% | $1.52万 | 加仓 |
| CAT | CATERPILLAR INC | $234.81万 | 0.99% | 2,205 | -23 | -1.0% | -$2.45万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $225.72万 | 0.95% | 19,121 | -454 | -2.3% | -$5.36万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $219.55万 | 0.92% | 8,645 | -95 | -1.1% | -$2.41万 | 减仓 |
| DGRO | ISHARES TR | $216.24万 | 0.91% | 28,532 | 290 | 1.0% | $2.20万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $204.93万 | 0.86% | 26,304 | -955 | -3.5% | -$7.44万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $200.89万 | 0.85% | 6,137 | 16 | 0.3% | $5,237 | 加仓 |
| ROE | EA SERIES TRUST | $177.53万 | 0.75% | 41,645 | 310 | 0.7% | $1.32万 | 加仓 |
| LLY | ELI LILLY & CO | $176.20万 | 0.74% | 1,469 | 42 | 2.9% | $5.04万 | 加仓 |
| VGT | VANGUARD WORLD FD | $173.02万 | 0.73% | 14,476 | 84 | 0.6% | $1.00万 | 加仓 |
| AVGO | BROADCOM INC | $164.28万 | 0.69% | 4,349 | -89 | -2.0% | -$3.36万 | 减仓 |
| KO | COCA COLA CO | $162.69万 | 0.68% | 20,019 | -117 | -0.6% | -$9,509 | 减仓 |
| UNP | UNION PAC CORP | $159.04万 | 0.67% | 5,847 | 30 | 0.5% | $8,160 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $154.78万 | 0.65% | 52,593 | 9,808 | 22.9% | $28.86万 | 加仓 |
| SHLD | GLOBAL X FDS | $152.22万 | 0.64% | 25,494 | 56 | 0.2% | $3,344 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $151.41万 | 0.64% | 12,910 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $144.65万 | 0.61% | 5,953 | -1,000 | -14.4% | -$24.30万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $140.97万 | 0.59% | 29,193 | -1,000 | -3.3% | -$4.83万 | 减仓 |
| DE | DEERE & CO | $136.57万 | 0.57% | 2,153 | 5 | 0.2% | $3,172 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $135.08万 | 0.57% | 1,444 | -34 | -2.3% | -$3.18万 | 减仓 |
| — | SPDR SERIES TRUST | $130.34万 | 0.55% | 9,867 | 825 | 9.1% | $10.90万 | 加仓 |
| MCD | MCDONALDS CORP | $130.28万 | 0.55% | 4,820 | 15 | 0.3% | $4,054 | 加仓 |
| — | EA SERIES TRUST | $128.44万 | 0.54% | 51,114 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $127.08万 | 0.53% | 2,661 | -139 | -5.0% | -$6.64万 | 减仓 |
| GQQQ | EA SERIES TRUST | $125.34万 | 0.53% | 34,509 | 528 | 1.6% | $1.92万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $120.77万 | 0.51% | 13,173 | -70 | -0.5% | -$6,418 | 减仓 |
| KLAC | KLA CORP | $120.68万 | 0.51% | 4,000 | 160 | 4.2% | $4.83万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $120.28万 | 0.51% | 1,042 | 3 | 0.3% | $3,463 | 加仓 |
| DHR | DANAHER CORP DEL | $118.46万 | 0.50% | 6,219 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $117.18万 | 0.49% | 11,839 | -110 | -0.9% | -$1.09万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $116.02万 | 0.49% | 871 | 223 | 34.4% | $29.70万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $111.57万 | 0.47% | 6,316 | 1,409 | 28.7% | $24.89万 | 加仓 |
| VO | VANGUARD INDEX FDS | $109.84万 | 0.46% | 13,633 | 6,445 | 89.7% | $51.93万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $109.75万 | 0.46% | 3,001 | -325 | -9.8% | -$11.89万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $101.33万 | 0.43% | 22,173 | -195 | -0.9% | -$8,911 | 减仓 |
| IJK | ISHARES TR | $100.58万 | 0.42% | 8,560 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $100.55万 | 0.42% | 2,220 | 34 | 1.6% | $1.54万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $100.08万 | 0.42% | 17,802 | 153 | 0.9% | $8,602 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $97.49万 | 0.41% | 18,507 | 2,830 | 18.1% | $14.91万 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $95.81万 | 0.40% | 11,809 | 1,086 | 10.1% | $8.81万 | 加仓 |
| PAVE | GLOBAL X FDS | $93.33万 | 0.39% | 15,840 | 2,052 | 14.9% | $12.09万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $92.45万 | 0.39% | 16,369 | 755 | 4.8% | $4.26万 | 加仓 |
| STIP | ISHARES TR | $92.38万 | 0.39% | 9,043 | 187 | 2.1% | $1.91万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $92.17万 | 0.39% | 17,355 | 55 | 0.3% | $2,921 | 加仓 |
| META | META PLATFORMS INC | $91.76万 | 0.39% | 1,629 | 23 | 1.4% | $1.30万 | 加仓 |
| EEM | ISHARES TR | $90.72万 | 0.38% | 13,261 | 276 | 2.1% | $1.89万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $90.63万 | 0.38% | 4,047 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $87.75万 | 0.37% | 2,488 | 27 | 1.1% | $9,523 | 加仓 |
| SPTM | SPDR SERIES TRUST | $86.99万 | 0.37% | 9,581 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $86.26万 | 0.36% | 9,600 | -4,515 | -32.0% | -$40.57万 | 减仓 |
| QUAL | ISHARES TR | $83.96万 | 0.35% | 3,826 | -243 | -6.0% | -$5.33万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $79.05万 | 0.33% | 8,567 | 46 | 0.5% | $4,244 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $78.79万 | 0.33% | 23,090 | -825 | -3.4% | -$2.82万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $77.03万 | 0.32% | 14,601 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $74.99万 | 0.32% | 5,190 | 0 | 0.0% | — | 不变 |
| QINT | AMERICAN CENTY ETF TR | $72.30万 | 0.30% | 10,413 | 360 | 3.6% | $2.50万 | 加仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $71.88万 | 0.30% | 5,787 | -297 | -4.9% | -$3.69万 | 减仓 |
| UTES | ETFIS SER TR I | $69.23万 | 0.29% | 8,469 | 1,186 | 16.3% | $9.69万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $66.06万 | 0.28% | 10,749 | 146 | 1.4% | $8,973 | 加仓 |
| SPYI | NEOS ETF TRUST | $65.72万 | 0.28% | 12,379 | 12,379 | — | $65.72万 | 新建仓 |
| EWL | ISHARES INC | $65.04万 | 0.27% | 10,349 | 0 | 0.0% | — | 不变 |
| — | INVESTMENT MANAGERS SER TR I | $64.95万 | 0.27% | 30,511 | 2,749 | 9.9% | $5.85万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $63.83万 | 0.27% | 12,600 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $63.46万 | 0.27% | 3,345 | -55 | -1.6% | -$1.04万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $63.08万 | 0.27% | 1,865 | 468 | 33.5% | $15.83万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $63.06万 | 0.27% | 13,694 | 13,694 | — | $63.06万 | 新建仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $61.24万 | 0.26% | 5,592 | 1,886 | 50.9% | $20.66万 | 加仓 |
| IJR | ISHARES TR | $60.10万 | 0.25% | 4,052 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $59.49万 | 0.25% | 2,514 | -109 | -4.2% | -$2.58万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $57.75万 | 0.24% | 571 | -21 | -3.5% | -$2.12万 | 减仓 |
| TLT | ISHARES TR | $53.58万 | 0.23% | 6,200 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $52.61万 | 0.22% | 4,479 | 42 | 0.9% | $4,933 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $51.69万 | 0.22% | 2,900 | -25 | -0.9% | -$4,456 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $51.66万 | 0.22% | 1,014 | 34 | 3.5% | $1.73万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $49.76万 | 0.21% | 6,131 | 0 | 0.0% | — | 不变 |