BLODGETT WEALTH ADVISORS, LLC
CIK 1907826 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $149.2M
- 持仓
- 72
- 截至
- 2026年6月30日
按 13F 价值排名第 7403（共 9443） · 前 78.4%
投资组合价值同比（季度）：+18.3% 13F不披露现金
- 前十大持仓权重
- 68.63%
- 前二十五大持仓权重
- 85.54%
- 持仓高于 1%
- 18
- 有效持仓数量
- 15.2
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.66% 估计买入 $22083444 · 卖出 $2284543
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 88.9% 仍持有
- 新仓位
- 11
- 增加
- 28
- 减少
- 14
- 已结清
- 3
本页内容
行业细分
Technology
37.2%
Retail
11.3%
Communication Services
9.9%
Healthcare
5.0%
Financials
3.0%
Industrials
2.7%
Financial Services
1.9%
Consumer Discretionary
1.2%
Consumer products
0.9%
Communications
0.8%
Energy
0.4%
Real Estate
0.3%
Utilities
0.2%
Telecommunication
0.2%
其他/未映射
25.1%
完整投资组合 72 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| IWF | $21040253 | 14.10% | 169447 | $3137979 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $17917468 | 12.01% | 89547 | $2364981 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $16355368 | 10.96% | 56523 | $1867217 | 下跌 ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $11187625 | 7.50% | 31305 | $2143233 | 下跌 ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $9760500 | 6.54% | 40952 | $1290783 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $8567928 | 5.74% | 22969 | $111184 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $4532384 | 3.04% | 3779 | $1075170 | 上涨 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $4390011 | 2.94% | 4693 | $-228283 | 上涨 ×1 | ||
| IVV | $4363660 | 2.92% | 5827 | $616301 | 上涨 ×6 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $4308689 | 2.89% | 5646 | $1958811 | 下跌 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $3573204 | 2.39% | 10916 | $399324 | 上涨 ×3 | ||
| VTV | $2229035 | 1.49% | 10228 | $208500 | 下跌 ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $1988369 | 1.33% | 27555 | $184364 | 上涨 ×3 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $1977916 | 1.33% | 5800 | $1032028 | 下跌 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $1922904 | 1.29% | 5452 | $278243 | 上涨 ×1 | ||
| SPY SPY | $1751176 | 1.17% | 2345 | $122724 | 下跌 ×1 | ||
| AXP American Express Company Common Stock | $1706133 | 1.14% | 5044 | $180423 | |||
| BRKA | $1497700 | 1.00% | 2 | $61420 | |||
| AVGO Broadcom Inc. - Common Stock | $1377558 | 0.92% | 3647 | $100599 | 下跌 ×5 | ||
| DVY iShares Select Dividend ETF | $1319154 | 0.88% | 8440 | $181325 | 上涨 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1279762 | 0.86% | 3622 | $631458 | 上涨 ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1199431 | 0.80% | 9334 | $76796 | 上涨 ×4 | ||
| NFLX Netflix, Inc. - Common Stock | $1160250 | 0.78% | 16250 | $224710 | 上涨 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1135732 | 0.76% | 2016 | $-5668 | 上涨 ×3 | ||
| JNJ Johnson & Johnson Common Stock | $1116330 | 0.75% | 4396 | $41967 | 上涨 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $967380 | 0.65% | 2300 | $112355 | |||
| PG Procter & Gamble Company (The) Common Stock | $926765 | 0.62% | 6320 | $19681 | 上涨 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $899785 | 0.60% | 7660 | $305550 | 上涨 ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $893421 | 0.60% | 774 | 上涨 ×1 | |||
| WM Waste Management, Inc. Common Stock | $880599 | 0.59% | 3951 | $-221474 | 下跌 ×2 | ||
| IWM | $854781 | 0.57% | 2845 | $112021 | 下跌 ×1 | ||
| MCD McDonald's Corporation Common Stock | $806575 | 0.54% | 2984 | $-120753 | |||
| V Visa Inc. | $629571 | 0.42% | 1835 | $74960 | |||
| INTC Intel Corporation - Common Stock | $624626 | 0.42% | 4473 | $393031 | 下跌 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $623061 | 0.42% | 2476 | $149802 | 上涨 ×1 | ||
| CVX Chevron Corporation Common Stock | $591870 | 0.40% | 3571 | $-131379 | 上涨 ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $555350 | 0.37% | 4760 | $303017 | 上涨 ×1 | ||
| SNOW Snowflake Inc. Common Stock | $534450 | 0.36% | 2100 | $213203 | 下跌 ×1 | ||
| WMT Walmart Inc. - Common Stock | $527821 | 0.35% | 4660 | $20556 | 上涨 ×2 | ||
| IWR | $479892 | 0.32% | 4350 | $56941 | |||
| CRM Salesforce, Inc. Common Stock | $474725 | 0.32% | 3030 | $-73679 | 上涨 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $466062 | 0.31% | 633 | $100769 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $460856 | 0.31% | 965 | $117836 | 下跌 ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $460540 | 0.31% | 793 | ||||
| ETN Eaton Corporation, PLC Ordinary Shares | $458079 | 0.31% | 1075 | 上涨 ×1 | |||
| KMB Kimberly-Clark Corporation - Common Stock | $455766 | 0.31% | 4152 | $55222 | |||
| IBM International Business Machines Corporation Common Stock | $448548 | 0.30% | 1595 | $62420 | 上涨 ×1 | ||
| XLK XLK | $447722 | 0.30% | 2350 | $135407 | |||
| CAT Caterpillar, Inc. Common Stock | $442448 | 0.30% | 415 | $148094 | |||
| PSA Public Storage Common Stock | $413803 | 0.28% | 1300 | $61659 | |||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $390271 | 0.26% | 6350 | $37719 | |||
| BAC Bank of America Corporation Common Stock | $377101 | 0.25% | 6618 | $54663 | 上涨 ×3 | ||
| ANET Arista Networks, Inc. Common Stock | $356748 | 0.24% | 2100 | $129605 | 上涨 ×1 | ||
| IJR | $340372 | 0.23% | 2295 | $5356 | 下跌 ×1 | ||
| VYM | $332970 | 0.22% | 2107 | $20923 | |||
| ED Consolidated Edison, Inc. Common Stock | $331890 | 0.22% | 3000 | $-7650 | |||
| LRCX Lam Research Corporation - Common Stock | $311998 | 0.21% | 720 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: 84615Q103) | $306694 | 0.21% | 1795 | 上涨 ×1 | |||
| MUB | $294772 | 0.20% | 2739 | $4027 | |||
| SCHW Charles Schwab Corporation (The) Common Stock | $292208 | 0.20% | 3167 | $-5415 | |||
| SOXX SOXX | $288342 | 0.19% | 450 | 上涨 ×1 | |||
| VZ Verizon Communications Inc. Common Stock | $270576 | 0.18% | 6391 | $-71062 | 下跌 ×1 | ||
| TIPX | $267746 | 0.18% | 14144 | $-3678 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $253408 | 0.17% | 251 | $42069 | 上涨 ×2 | ||
| 未知发行人 (CUSIP: 438516205) | $249089 | 0.17% | 1113 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: 43849R105) | $245841 | 0.16% | 1112 | 上涨 ×1 | |||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $242633 | 0.16% | 2125 | $-9435 | |||
| WFC Wells Fargo & Company Common Stock | $235194 | 0.16% | 2846 | $8623 | |||
| ALL Allstate Corporation (The) Common Stock | $226043 | 0.15% | 950 | ||||
| GLW Corning Incorporated Common Stock | $223502 | 0.15% | 875 | 上涨 ×1 | |||
| VWO | $221043 | 0.15% | 3703 | $20923 | 上涨 ×1 | ||
| SYY Sysco Corporation Common Stock | $204771 | 0.14% | 2450 | ||||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| MU | $893421 | 774 | 0.60% |
| AMD | $460540 | 793 | 0.31% |
| ETN | $458079 | 1075 | 0.31% |
| LRCX | $311998 | 720 | 0.21% |
| 未知发行人 (CUSIP: 84615Q103) | $306694 | 1795 | 0.21% |
| SOXX | $288342 | 450 | 0.19% |
| 未知发行人 (CUSIP: 438516205) | $249089 | 1113 | 0.17% |
| 未知发行人 (CUSIP: 43849R105) | $245841 | 1112 | 0.16% |
| ALL | $226043 | 950 | 0.15% |
| GLW | $223502 | 875 | 0.15% |
| SYY | $204771 | 2450 | 0.14% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| AMD | 2025年3月31日 | 6257 | $755784 | 358.2% |
| HON | 2026年6月30日 | 2225 | $502917 | -1.9% |
| QCOM | 2025年6月30日 | 1715 | $263442 | 1.1% |
| XLE | 2026年6月30日 | 4250 | $260355 | 不再跟踪 |
| ANET | 2025年6月30日 | 3200 | $247936 | 84.1% |
| DFAU | 2025年9月30日 | 5712 | $241961 | 不再跟踪 |
| BX | 2025年3月31日 | 1400 | $241464 | 2.5% |
| DHR | 2026年6月30日 | 1170 | $221832 | 12.4% |
| BX | 2026年3月31日 | 1428 | $220115 | 24.6% |
| ALL | 2025年12月31日 | 950 | $203918 | 23.2% |
| PLTR | 2025年12月31日 | 1115 | $203399 | -2.7% |
| SYY | 2025年12月31日 | 2450 | $201733 | 14.1% |
| CVS | 2025年6月30日 | 2965 | $200879 | 35.7% |
| VWO | 2025年12月31日 | 3692 | $200011 | 不再跟踪 |
| CHPTXXXX | 2025年9月30日 | 14370 | $10107 | 不再跟踪 |
| CARM | 2025年12月31日 | 24001 | $6577 | 不再跟踪 |