BW

Bluebird Wealth Management LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$9767.1万

申报季度: 2026-03-31 · 持股只数: 77

Bluebird Wealth Management LLC在最新一期 13F 报告中披露了 77 项持股，申报期为 2026-03-31，总持股市值约为 US$9767.1万，季度换手率为 47.4%。

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机构性格雪花图

集中度
7.83
持仓稳定性
47.41
动能／逆势
100
行业集中度
49.86
多样化
100
仓位均衡度
92.83

近期动向

  • 加仓 TER

    +130.5%　US$145.0万

  • 减仓 NVDA

    -20.4%　-US$146.6万

  • 减仓 AXP

    -22.0%　-US$91.6万

  • 减仓 JPM

    -27.6%　-US$90.0万

  • 减仓 HOOD

    -5.1%　-US$82.5万

  • 减仓 META

    -13.5%　-US$99.6万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1AAPLApple INC股票-科技4.48%—+2.11%
2NVDANvidia CORP股票-科技4.37%-0.99%-20.41%
3MSFTMicrosoft CORP股票-科技3.11%-0.36%+6.98%
4METAMeta Platforms Inc-class A股票-通信服务3.06%-0.66%-13.45%
5AMZNAmazon.com INC股票-周期性消费2.99%-0.02%+0.28%
6LYBLyondellBasell Industries N.V.股票-原材料2.65%+2.65%NEW
7CRWDCrowdstrike Holdings INC - A股票-科技2.63%-0.13%+4.33%
8ANETArista Networks INC股票-科技2.27%-0.29%-13.71%
9BCSBarclays Plc-spons Adr股票-金融2.23%-0.23%-0.24%
10CCitigroup INC股票-金融2.19%-0.29%-17.02%
11VWOVanguard Ftse Emerging MarkeETF-新兴市场2.17%+2.17%NEW
12TERTeradyne INC股票-科技2.07%+1.53%+130.50%
13NFLXNetflix INC股票-通信服务2.05%—-8.48%
14REGNRegeneron Pharmaceuticals股票-医疗保健2.04%—+0.47%
15WMTWalmart INC股票-非周期性消费2.02%+0.43%+3.47%
16TJXTjx Companies INC股票-周期性消费2.01%—-1.74%
17GSGoldman Sachs Group INC股票-金融1.94%-0.25%-15.80%
18UBERUber Technologies INC股票-工业1.92%-0.49%-17.29%
19LLYEli Lilly & Co股票-医疗保健1.87%-0.14%-0.40%
20SPOTSpotify Technology S.A.股票-通信服务1.86%-0.19%-0.87%
21JPMJpmorgan Chase & Co股票-金融1.80%-0.68%-27.56%
22NOWServicenow INC股票-科技1.79%+0.57%+96.71%
23CATCaterpillar INC股票-工业1.79%+1.79%NEW
24GLWCorning INC股票-科技1.71%+1.71%NEW
25AXPAmerican Express Co股票-金融1.65%-0.71%-21.96%
26BABAAlibaba Group Holding-sp Adr股票-周期性消费1.59%-0.10%+0.78%
27UPSUnited Parcel Service-cl B股票-工业1.57%—+3.47%
28RTXRtx CORP股票-工业1.53%—+2.30%
29LINLinde plc股票-原材料1.51%—-0.37%
30RCLRoyal Caribbean Cruises Ltd.股票-周期性消费1.50%-0.56%-32.98%
31XLUSt Sr Utl Sl Se Spdr Etf-usdETF-其他1.40%—+2.15%
32DUKDuke Energy CORP股票-公用事业1.40%—+4.57%
33MELIMercadolibre INC股票-周期性消费1.40%—+0.51%
34ETNEaton Corporation plc股票-工业1.38%—+3.00%
35PGProcter & Gamble Co/the股票-非周期性消费1.37%+1.37%NEW
36VSTVistra CORP股票-公用事业1.34%—+0.98%
37SHOPShopify INC - Class A股票-科技1.33%-0.29%+1.63%
38VRTXVertex Pharmaceuticals INC股票-医疗保健1.32%—-0.28%
39SYKStryker CORP股票-医疗保健1.22%—+3.46%
40GOOGAlphabet Inc-cl C股票-通信服务1.18%+1.18%NEW
41HOODRobinhood Markets INC - A股票-金融1.17%-0.67%-5.08%
42VOOVanguard S&p 500 ETFETF-大型股与成长1.14%—-3.57%
43DDOGDatadog INC - Class A股票-科技1.13%—+37.67%
44SESea Ltd-adr股票-通信服务1.10%-0.45%-0.30%
45JNJJohnson & Johnson股票-医疗保健1.09%+1.09%NEW
46VRTVertiv Holdings Co-a股票-工业1.07%+0.46%+3.87%
47ORCLOracle CORP股票-科技1.00%-0.19%+2.33%
48XLKSs Technology Select SectorETF-科技型0.87%——
49VHTVanguard Health Care ETFETF-其他0.75%——
50COINCoinbase Global INC -class A股票-金融0.73%—+50.46%
1–50 of 77

本季持股变动

Bluebird Wealth Management LLC 在 2026-03-31 最显著的持仓异动： 新建仓: LyondellBasell Industries N.V. (LYB); 清仓: Wells Fargo & Co (WFC); 新建仓: Vanguard Ftse Emerging Marke (VWO); 清仓: Palantir Technologies Inc-a (PLTR); 清仓: Mongodb INC (MDB).

Bluebird Wealth Management LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1TERTeradyne INC+1.5%+130.50%加仓
2NOWServicenow INC+0.6%+96.71%加仓
3VRTVertiv Holdings Co-a+0.5%+3.87%加仓
4WMTWalmart INC+0.4%+3.47%加仓
5AMZNAmazon.com INC0%+0.28%加仓
6BABAAlibaba Group Holding-sp Adr-0.1%+0.78%加仓
7CRWDCrowdstrike Holdings INC - A-0.1%+4.33%加仓
8LLYEli Lilly & Co-0.1%-0.40%减仓
9SPOTSpotify Technology S.A.-0.2%-0.87%减仓
10ORCLOracle CORP-0.2%+2.33%加仓
11RDDTReddit Inc-cl A-0.2%+12.80%加仓
12BCSBarclays Plc-spons Adr-0.2%-0.24%减仓
13GSGoldman Sachs Group INC-0.3%-15.80%减仓
14ANETArista Networks INC-0.3%-13.71%减仓
15CCitigroup INC-0.3%-17.02%减仓
16SHOPShopify INC - Class A-0.3%+1.63%加仓
17MSFTMicrosoft CORP-0.4%+6.98%加仓
18APPApplovin Corp-class A-0.4%-7.43%减仓
19SESea Ltd-adr-0.5%-0.30%减仓
20UBERUber Technologies INC-0.5%-17.29%减仓
21AFRMAffirm Holdings INC-0.5%-49.12%减仓
22RCLRoyal Caribbean Cruises Ltd.-0.6%-32.98%减仓
23METAMeta Platforms Inc-class A-0.7%-13.45%减仓
24HOODRobinhood Markets INC - A-0.7%-5.08%减仓
25JPMJpmorgan Chase & Co-0.7%-27.56%减仓
26AXPAmerican Express Co-0.7%-21.96%减仓
27NVDANvidia CORP-1%-20.41%减仓
28LYBLyondellBasell Industries N.V.—NEW新建仓
29WFCWells Fargo & Co—EXIT清仓
30VWOVanguard Ftse Emerging Marke—NEW新建仓
31PLTRPalantir Technologies Inc-a—EXIT清仓
32MDBMongodb INC—EXIT清仓
33CATCaterpillar INC—NEW新建仓
34GLWCorning INC—NEW新建仓
35UUnity Software INC—EXIT清仓
36ROKURoku INC—EXIT清仓
37PGProcter & Gamble Co/the—NEW新建仓
38ITWIllinois Tool Works—EXIT清仓
39GOOGAlphabet Inc-cl C—NEW新建仓
40BRK-BBerkshire Hathaway Inc-cl B—EXIT清仓
41LNGCheniere Energy INC—EXIT清仓
42JNJJohnson & Johnson—NEW新建仓
43ELEstee Lauder Companies-cl A—NEW新建仓
44LHXL3harris Technologies INC—NEW新建仓
45RHRh—EXIT清仓
46AMDAdvanced Micro Devices—NEW新建仓
47BEBloom Energy Corp- A—NEW新建仓
48ASTSAst Spacemobile INC—NEW新建仓
49HIIHuntington Ingalls Industrie—NEW新建仓
50CVXChevron CORP—NEW新建仓

FAQ

Bluebird Wealth Management LLC 是什么机构？属于哪种投资人类型？
Bluebird Wealth Management LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$9767.1万，分布在 77 个已申报仓位之中。
Bluebird Wealth Management LLC 目前前几大持股有哪些？
根据最新 13F 申报，Bluebird Wealth Management LLC 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$437.9万 (4.5%) 2. Nvidia CORP (NVDA) — US$426.7万 (4.4%) 3. Microsoft CORP (MSFT) — US$303.9万 (3.1%) 4. Meta Platforms Inc-class A (META) — US$298.8万 (3.1%) 5. Amazon.com INC (AMZN) — US$291.6万 (3.0%)
Bluebird Wealth Management LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Bluebird Wealth Management LLC 共进行了 50 项显著调整：新建仓 14 个仓位、加仓 11 个既有持股、减仓 16 个仓位，并完全清仓 9 个持股。 其中幅度最大的异动：新建仓: LyondellBasell Industries N.V. (LYB); 清仓: Wells Fargo & Co (WFC); 新建仓: Vanguard Ftse Emerging Marke (VWO); 清仓: Palantir Technologies Inc-a (PLTR); 清仓: Mongodb INC (MDB)
Bluebird Wealth Management LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Bluebird Wealth Management LLC 的主要板块分布如下： • Information Technology: 31.1% • Financials: 13.8% • Industrials: 11.8% • Consumer Discretionary: 11.3% • Communication Services: 10.9% • Health Care: 8.3%

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