申报总市值
US$2.9亿
申报季度: 2025-06-30 · 持股只数: 52
Blue Investment Partners LLC在最新一期 13F 报告中披露了 52 项持股，申报期为 2025-06-30，总持股市值约为 US$2.9亿，季度换手率为 0.0%。
本季暂无持股变动
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 股票-科技 | 13.91% | — | -0.10% | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 8.50% | — | -0.15% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 6.59% | — | +35.92% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 6.48% | — | -9.36% | |
| 5 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 5.88% | — | +7.08% | |
| 6 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 5.29% | — | -21.07% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 4.88% | — | — | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 4.88% | — | -0.60% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.70% | — | +4.90% | |
| 10 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 4.00% | — | +5.96% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 3.81% | — | +1.13% | |
| 12 | JPIE | Jpmorgan Income ETF | ETF-其他 | 3.61% | — | +32.76% | |
| 13 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 3.61% | — | +4.98% | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 3.33% | — | — | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.16% | — | +54.14% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 2.41% | — | +0.01% | |
| 17 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 1.95% | — | — | |
| 18 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.88% | — | +2.89% | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.38% | — | +3.23% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.25% | — | +222.23% | |
| 21 | JSI | Jh Securitized Income ETF | ETF-其他 | 1.18% | — | +2.56% | |
| 22 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.14% | — | -48.82% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.76% | — | — | |
| 24 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 0.70% | — | — | |
| 25 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.68% | — | +1.50% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.51% | — | — | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.48% | — | -5.72% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.33% | — | -86.15% | |
| 29 | AVGO | Broadcom INC | 股票-科技 | 0.30% | — | — | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.24% | — | — | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.21% | — | — | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.20% | — | — | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.15% | — | — | |
| 34 | ABBV | Abbvie INC | 股票-医疗保健 | 0.13% | — | — | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.11% | — | — | |
| 36 | BTC | Grayscale Bitcoin Mini ETF | ETF-加密货币 | 0.10% | — | — | |
| 37 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.10% | — | — | |
| 38 | SYK | Stryker CORP | 股票-医疗保健 | 0.10% | — | — | |
| 39 | BX | Blackstone INC | 股票-金融 | 0.09% | — | — | |
| 40 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 0.09% | — | +10.02% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.09% | — | — | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.08% | — | — | |
| 43 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.08% | — | — | |
| 44 | PEP | Pepsico INC | 股票-非周期性消费 | 0.08% | — | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.08% | — | — | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.07% | — | — | |
| 47 | BLK | Blackrock INC | 股票-金融 | 0.07% | — | — | |
| 48 | SPGI | S&p Global INC | 股票-金融 | 0.07% | — | — | |
| 49 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.07% | — | — | |
| 50 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.07% | — | — |
Q3 2026表现
+5.2%
近4个季度表现
+21.6%
基于可获取价格的持仓（占申报价值的84%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2025-06-30 | 52 | US$2.9亿 | 0 | |
| 2025-03-31 | 49 | US$2.7亿 | 0 | |
| 2024-12-31 | 52 | US$2.7亿 | 0 | |
| 2024-09-30 | 49 | US$2.4亿 | 0 | |
| 2024-06-30 | 44 | US$2.2亿 | 0 | |
| 2024-03-31 | 38 | US$1.9亿 | 0 | |
| 2023-12-31 | 33 | US$1.5亿 | 0 | |
| 2023-09-30 | 28 | US$1.3亿 | 0 | |
| 2023-06-30 | 29 | US$1.3亿 | 0 | |
| 2023-03-31 | 29 | US$9915.1万 | 0 | |
| 2022-12-31 | 27 | US$8049.1万 | 0 |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|