BE

Blue Edge Capital, 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$7.5亿

申报季度: 2025-12-31 · 持股只数: 125

Blue Edge Capital, LLC在最新一期 13F 报告中披露了 125 项持股，申报期为 2025-12-31，总持股市值约为 US$7.5亿，季度换手率为 13.2%。

机构性格雪花图

集中度
13.08
持仓稳定性
13.22
动能／逆势
100
行业集中度
48.17
多样化
100
仓位均衡度
82.36

近期动向

  • 减仓 595635103

    -72.0%　-US$455.2万

  • 减仓 IJJ

    -19.3%　-US$216.9万

  • 加仓 GOOG

    +18.5%　US$272.2万

  • 加仓 IEUR

    +9.6%　US$398.4万

  • 加仓 BA

    +105.3%　US$234.9万

  • 加仓 QQQM

    +40.6%　US$250.1万

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
1VUGVanguard Growth ETFETF-其他9.38%-0.27%+1.51%
2VTVVanguard Value ETFETF-其他7.80%-0.13%+2.01%
3MGKVanguard Mega Cap Growth ETFETF-其他5.38%-0.08%+2.14%
4IVWIshares S&p 500 Growth ETFETF-大型股与成长4.71%+0.08%+5.86%
5IEFIshares 7-10 Year Treasury BETF-政府公债4.31%-0.10%+3.97%
6IEURIshares Core Msci Europe ETFETF-其他4.29%+0.30%+9.58%
7MGVVanguard Mega Cap Value ETFETF-其他3.32%+0.10%+6.74%
8SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长3.30%-0.09%+0.91%
9USIGIshares Broad Usd InvestmentETF-其他2.85%+0.03%+8.41%
10IEMGIshares Core Msci EmergingETF-新兴市场2.11%+0.02%+4.69%
11IVEIshares S&p 500 Value ETFETF-大型股与成长2.10%+0.09%+7.76%
12AAPLApple INC股票-科技2.03%+0.06%+2.48%
13JMBSJanus Henderson Mortg BackedETF-其他1.99%-0.05%+3.72%
14VWOVanguard Ftse Emerging MarkeETF-新兴市场1.93%—+0.88%
15ESGUIshares Esg Aware Msci USAETF-其他1.82%—-4.49%
16AMZNAmazon.com INC股票-周期性消费1.60%+0.10%+7.44%
17VPLVanguard Ftse Pacific ETFETF-其他1.60%—+0.41%
18MSFTMicrosoft CORP股票-科技1.47%—+5.37%
19BAIIshrs Ai In And Tech Act ETFETF-科技型1.39%+1.39%NEW
20QUALIshares Msci USA Quality FacETF-其他1.38%+0.01%+4.15%
21DYNFIshrs US E F R A Etf-usd INCETF-其他1.33%+0.17%+18.08%
22IJJIshares S&p Mid-cap 400 ValuETF-其他1.31%-0.39%-19.28%
23IPACIshares Core Msci Pacific EtETF-其他1.27%—+4.21%
24IJKIshares S&p Mid-cap 400 GrowETF-其他1.24%—-4.04%
25JAAAJanus Henderson Aaa Clo ETFETF-其他1.10%+0.03%+9.91%
26QQQMInvesco Nasdaq 100 ETFETF-科技型1.10%+0.29%+40.56%
27GOOGAlphabet Inc-cl C股票-通信服务1.05%+0.33%+18.53%
28CATCaterpillar INC股票-工业1.01%+0.15%+2.92%
29JPMJpmorgan Chase & Co股票-金融0.99%—+1.58%
30GOOGLAlphabet Inc-cl A股票-通信服务0.95%+0.17%+0.01%
31VVisa Inc-class A Shares股票-金融0.94%+0.05%+9.44%
32METAMeta Platforms Inc-class A股票-通信服务0.91%—+5.90%
33EFIVSs Spdr S&p 500 Esg ETFETF-大型股与成长0.90%—+1.33%
34VOOVanguard S&p 500 ETFETF-大型股与成长0.79%—+0.51%
35JPFPJPMorgan Managed Futures Plus ETFETF-其他0.75%-0.25%-25.35%
36UNHUnitedhealth Group INC股票-医疗保健0.74%—+5.00%
37HDHome Depot INC股票-周期性消费0.73%-0.17%+2.10%
38BLKCHFBlackrock INC股票-其他0.67%—+1.30%
39XOMExxon Mobil CORP股票-能源0.67%—-0.16%
40VTIVanguard Total Stock Mkt ETFETF-其他0.65%—-1.30%
41VGKVanguard Ftse Europe ETFETF-其他0.64%—+0.47%
42BABoeing Co/the股票-工业0.61%+0.30%+105.28%
43ESGDIshares Trust Ishares Esg AwETF-其他0.59%—-3.55%
44GEVGE Vernova INC股票-工业0.58%—+2.23%
45SMHCVanEck China Semiconductor ETFETF-新兴市场0.56%—+1.23%
46MAMastercard INC - A股票-金融0.55%—+1.57%
47GLWCorning INC股票-科技0.55%+0.55%NEW
48CCitigroup INC股票-金融0.53%+0.05%+3.19%
49PFFDGlobal X US Preferred ETFETF-其他0.49%—+2.69%
50JSIJh Securitized Income ETFETF-其他0.48%—+3.48%
1–50 of 125

本季持股变动

Blue Edge Capital, LLC 在 2025-12-31 最显著的持仓异动： 新建仓: Ishrs Ai In And Tech Act ETF (BAI); 清仓: Marriott International -cl A (MAR); 新建仓: Corning INC (GLW); 清仓: Global X Mlp ETF (MLPAUSD); 清仓: Ishares Core US Reit ETF (USRT).

Blue Edge Capital, LLC 于截至 2025-12-31 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
1GOOGAlphabet Inc-cl C+0.3%+18.53%加仓
2IEURIshares Core Msci Europe ETF+0.3%+9.58%加仓
3BABoeing Co/the+0.3%+105.28%加仓
4QQQMInvesco Nasdaq 100 ETF+0.3%+40.56%加仓
5DYNFIshrs US E F R A Etf-usd INC+0.2%+18.08%加仓
6GOOGLAlphabet Inc-cl A+0.2%+0.01%加仓
7ALBAlbemarle CORP+0.2%-3.86%减仓
8CATCaterpillar INC+0.2%+2.92%加仓
9STIPIshares 0-5 Year Tips Bond E+0.1%+168.51%加仓
10VCSHVanguard S/t CORP Bond ETF+0.1%+184.78%加仓
11SHYIshares 1-3 Year Treasury Bo+0.1%+184.91%加仓
12MGVVanguard Mega Cap Value ETF+0.1%+6.74%加仓
13AMZNAmazon.com INC+0.1%+7.44%加仓
14IVEIshares S&p 500 Value ETF+0.1%+7.76%加仓
15APHAmphenol Corp-cl A+0.1%+153.38%加仓
16IVWIshares S&p 500 Growth ETF+0.1%+5.86%加仓
17MCOMoody's CORP+0.1%+27.83%加仓
18NVDANvidia CORP+0.1%+124.81%加仓
19AAPLApple INC+0.1%+2.48%加仓
20SPYMSte Str Spdr Pt S&p 500 ETF+0.1%+207.09%加仓
21VVisa Inc-class A Shares+0.1%+9.44%加仓
22CCitigroup INC+0.1%+3.19%加仓
23USIGIshares Broad Usd Investment0%+8.41%加仓
24JAAAJanus Henderson Aaa Clo ETF0%+9.91%加仓
25IEMGIshares Core Msci Emerging0%+4.69%加仓
26QUALIshares Msci USA Quality Fac0%+4.15%加仓
27JMBSJanus Henderson Mortg Backed-0.1%+3.72%加仓
28ORCLOracle CORP-0.1%—不变
29MGKVanguard Mega Cap Growth ETF-0.1%+2.14%加仓
30SPYSs Spdr S&p 500 ETF Trust-us-0.1%+0.91%加仓
31IEFIshares 7-10 Year Treasury B-0.1%+3.97%加仓
32VTVVanguard Value ETF-0.1%+2.01%加仓
33NEUNewmarket CORP-0.1%—不变
34IJSIshares S&p Small-cap 600 Va-0.1%-18.64%减仓
35HDHome Depot INC-0.2%+2.10%加仓
36JPFPJPMorgan Managed Futures Plus ETF-0.3%-25.35%减仓
37VUGVanguard Growth ETF-0.3%+1.51%加仓
38IJJIshares S&p Mid-cap 400 Valu-0.4%-19.28%减仓
39✓ SPDR S&P Midcap 400-0.7%-72.01%减仓
40BAIIshrs Ai In And Tech Act ETF—NEW新建仓
41MARMarriott International -cl A—EXIT清仓
42GLWCorning INC—NEW新建仓
43MLPAUSDGlobal X Mlp ETF—EXIT清仓
44USRTIshares Core US Reit ETF—EXIT清仓
45VSSVanguard Ftse All Wo X-us Sc—EXIT清仓
46AGGIshares Core U.s. Aggregate—NEW新建仓
47MIDEXtrac S&p Mc 400 Sc&scrn ETF—EXIT清仓
48TTWOTake-two Interactive Softwre—NEW新建仓
49CMECme Group INC—NEW新建仓
50VRSKVerisk Analytics INC—NEW新建仓

FAQ

Blue Edge Capital, LLC 是什么机构？属于哪种投资人类型？
Blue Edge Capital, 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（2025-12-31），该机构追踪的股票投资组合估值约为 US$7.5亿，分布在 125 个已申报仓位之中。
Blue Edge Capital, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Blue Edge Capital, LLC 按市值排列的前几大持股为： 1. Vanguard Growth ETF (VUG) — US$7012.3万 (9.4%) 2. Vanguard Value ETF (VTV) — US$5831.7万 (7.8%) 3. Vanguard Mega Cap Growth ETF (MGK) — US$4023.2万 (5.4%) 4. Ishares S&p 500 Growth ETF (IVW) — US$3520.5万 (4.7%) 5. Ishares 7-10 Year Treasury B (IEF) — US$3220.5万 (4.3%)
Blue Edge Capital, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Blue Edge Capital, LLC 共进行了 48 项显著调整：新建仓 6 个仓位、加仓 32 个既有持股、减仓 5 个仓位，并完全清仓 5 个持股。 其中幅度最大的异动：新建仓: Ishrs Ai In And Tech Act ETF (BAI); 清仓: Marriott International -cl A (MAR); 新建仓: Corning INC (GLW); 清仓: Global X Mlp ETF (MLPAUSD); 清仓: Ishares Core US Reit ETF (USRT)
Blue Edge Capital, 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，Blue Edge Capital, LLC 的主要板块分布如下： • Information Technology: 21.8% • Financials: 20.4% • Communication Services: 16.3% • Consumer Discretionary: 13.6% • Industrials: 11.5% • Health Care: 10.5%