Blue Zone Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Blue Zone Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 125 只证券，申报市值合计 5.73 亿美元。前几大持仓：QQQ（7.53%）、AMZN（7.22%）、GOOGL（5.90%）。本季前 25 大持仓中：增持 8 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $43.1M | 7.53% | 58,547 | 减持 |
| 2 | AMZN | AMAZON COM INC | $41.3M | 7.22% | 173,427 | 增持 |
| 3 | GOOGL | ALPHABET INC | $33.8M | 5.90% | 94,573 | 增持 |
| 4 | SMH | VANECK ETF TRUST | $33.1M | 5.78% | 50,513 | 增持 |
| 5 | AAPL | APPLE INC | $30.2M | 5.28% | 104,478 | 增持 |
| 6 | NVDA | NVIDIA CORPORATION | $25.9M | 4.53% | 129,666 | 增持 |
| 7 | MSFT | MICROSOFT CORP | $22.9M | 3.99% | 61,308 | 增持 |
| 8 | META | META PLATFORMS INC | $18.0M | 3.14% | 31,928 | 增持 |
| 9 | IVW | ISHARES TR | $16.7M | 2.91% | 121,365 | 增持 |
| 10 | CRWD | CROWDSTRIKE HLDGS INC | $11.8M | 2.06% | 15,451 | 减持 |
| 11 | UNH | UNITEDHEALTH GROUP INC | $11.4M | 1.99% | 27,416 | 减持 |
| 12 | BN | BROOKFIELD CORP | $11.0M | 1.92% | 257,967 | 减持 |
| 13 | GOOG | ALPHABET INC | $9.7M | 1.70% | 27,486 | 持平 |
| 14 | V | VISA INC | $9.7M | 1.69% | 28,218 | 减持 |
| 15 | WST | WEST PHARMACEUTICAL SVSC INC | $9.3M | 1.62% | 25,839 | 减持 |
| 16 | BAM | BROOKFIELD ASSET MANAGMT LTD | $8.5M | 1.48% | 189,447 | 减持 |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $8.4M | 1.46% | 16,710 | 减持 |
| 18 | WMB | WILLIAMS COS INC | $8.3M | 1.44% | 110,977 | 减持 |
| 19 | AZO | AUTOZONE INC | $8.2M | 1.43% | 2,566 | 减持 |
| 20 | ESI | ELEMENT SOLUTIONS INC | $7.7M | 1.34% | 161,297 | 减持 |
| 21 | MRVL | MARVELL TECHNOLOGY INC | $7.1M | 1.24% | 23,800 | 持平 |
| 22 | AXP | AMERICAN EXPRESS CO | $6.7M | 1.17% | 19,800 | 减持 |
| 23 | MCO | MOODYS CORP | $6.7M | 1.17% | 14,761 | 减持 |
| 24 | LIN | LINDE PLC | $6.6M | 1.15% | 12,726 | 减持 |
| 25 | ORLY | OREILLY AUTOMOTIVE INC | $6.5M | 1.14% | 71,094 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR