Blue Investment Partners LLC
投资组合价值同比（季度）：+7.3% 13F不披露现金
前十大持仓权重65.12%
前二十五大持仓权重95.95%
持仓高于 1%22
有效持仓数量17.2
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2025: 9.85% 估计买入 $27125074 · 卖出 $28093970
新仓位9
增加15
减少8
已结清6
投资组合价值
$285.1M
持仓
52
截至
2025年6月30日 数据截至 Q2 2025
行业细分
完整投资组合 52 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| AAPL | $39668172 | 13.91% | 193343 | $-3321695 | 下跌 ×2 | ||
| AMZN | $24220875 | 8.50% | 110401 | $3184398 | 下跌 ×1 | ||
| USFR | $18789887 | 6.59% | 373482 | $4960121 | 上涨 ×2 | ||
| SPY | $18467537 | 6.48% | 29890 | $19974 | 下跌 ×1 | ||
| PYLD | $16769431 | 5.88% | 631855 | $1220528 | 上涨 ×2 | ||
| IDEV | $15091355 | 5.29% | 198466 | $-2229795 | 下跌 ×1 | ||
| NVDA | $13922217 | 4.88% | 88121 | $4371691 | |||
| SCHB | $13904400 | 4.88% | 583483 | $1266053 | 下跌 ×1 | ||
| META | $13409619 | 4.70% | 18168 | $3427064 | 上涨 ×2 | ||
| JQUA | $11392086 | 4.00% | 189710 | $1281358 | 上涨 ×2 | ||
| RSP | $10848242 | 3.81% | 59691 | $623341 | 上涨 ×2 | ||
| JPIE | $10295639 | 3.61% | 222272 | $2582239 | 上涨 ×2 | ||
| JAAA | $10291293 | 3.61% | 202784 | $496339 | 上涨 ×2 | ||
| BAC | $9486666 | 3.33% | 200479 | $1120677 | |||
| VEA | $9000967 | 3.16% | 157884 | $3794450 | 上涨 ×2 | ||
| MSFT | $6864401 | 2.41% | 13800 | $1684249 | 上涨 ×1 | ||
| AVDV | $5547459 | 1.95% | 69973 | 上涨 ×1 | |||
| IAU | $5369882 | 1.88% | 86111 | $435402 | 上涨 ×2 | ||
| TLT | $3927746 | 1.38% | 44507 | $2950 | 上涨 ×1 | ||
| QQQ | $3565801 | 1.25% | 6464 | $2625147 | 上涨 ×1 | ||
| JSI | $3363669 | 1.18% | 63924 | $100684 | 上涨 ×2 | ||
| VBK | $3262630 | 1.14% | 11781 | $-2533115 | 下跌 ×2 | ||
| VTI | $2166413 | 0.76% | 7128 | 上涨 ×1 | |||
| GBTC | $2000546 | 0.70% | 23583 | $463642 | |||
| IBIT | $1927197 | 0.68% | 31485 | $475198 | 上涨 ×1 | ||
| SCHF | $1448058 | 0.51% | 65523 | 上涨 ×1 | |||
| GOOG | $1364731 | 0.48% | 7693 | $89877 | 下跌 ×1 | ||
| GOOGL | $936990 | 0.33% | 5317 | $-4999358 | 下跌 ×2 | ||
| AVGO | $857272 | 0.30% | 3110 | $336565 | |||
| V | $687022 | 0.24% | 1935 | $8882 | |||
| JPM | $597794 | 0.21% | 2062 | $91985 | |||
| COST | $581631 | 0.20% | 588 | $25977 | |||
| ORCL | $426766 | 0.15% | 1952 | $153857 | |||
| ABBV | $382654 | 0.13% | 2061 | $-49270 | |||
| IEFA | $325822 | 0.11% | 3903 | 上涨 ×1 | |||
| BTC | $298294 | 0.10% | 6247 | $70341 | |||
| USIG | $278856 | 0.10% | 5421 | 上涨 ×1 | |||
| SYK | $276941 | 0.10% | 700 | $16366 | |||
| BX | $261316 | 0.09% | 1747 | $17120 | |||
| JMUB | $245697 | 0.09% | 4950 | $20760 | 上涨 ×2 | ||
| IVW | $245413 | 0.09% | 2229 | $38495 | |||
| VOO | $221532 | 0.08% | 390 | 上涨 ×1 | |||
| ABT | $217480 | 0.08% | 1599 | $5373 | |||
| PEP | $217470 | 0.08% | 1647 | $-29481 | |||
| BRK-B | $216653 | 0.08% | 446 | $-20878 | |||
| IWD | $212099 | 0.07% | 1092 | $6628 | |||
| BLK | $211949 | 0.07% | 202 | 上涨 ×1 | |||
| SPGI | $208807 | 0.07% | 396 | $7599 | |||
| TJX | $204993 | 0.07% | 1660 | $2805 | |||
| BKNG | $202623 | 0.07% | 35 | 上涨 ×1 | |||
| TMUS | $202521 | 0.07% | 850 | $-24183 | |||
| VIG | $202419 | 0.07% | 989 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| USFR | 增持 | +99K | +$5.0M |
| NVDA | 仅价格变动 | +0 | +$4.4M |
| VEA | 增持 | +55K | +$3.8M |
| META | 增持 | +848 | +$3.4M |
| AAPL | 削减 | -192 | -$3.3M |
| AMZN | 削减 | -166 | +$3.2M |
| QQQ | 增持 | +4K | +$2.6M |
| JPIE | 增持 | +55K | +$2.6M |
| VBK | 削减 | -11K | -$2.5M |
| IDEV | 削减 | -53K | -$2.2M |
1 position hidden — reported move looks larger than the position itself (data completeness check)
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。