BLVD Private Wealth, LLC
- SEC CIK
- 0002079537
- 最新申報
- 2026/7/23
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/23 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 71
- 較 2026 年第 1 季 +7
- 總值
- $1.35 億
- 較 2026 年第 1 季 +$1,949 萬 (+16.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TTTrane Technologies plc | SHS | 62,987 | $3,094 萬 | 23.0% | −385−0.6% | 減碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 86,993 | $713.3 萬 | 5.3% | 00.0% | 不變 | 歷史 |
| Pgim Rock ETF Tr69420N692 | LADDERED FD BUFF | 206,019 | $631.2 萬 | 4.7% | +10,577+5.4% | 加碼 | – |
| SPDR Series Trust78464A334 | SST SPDR BLOOMBE | 221,479 | $592.5 萬 | 4.4% | +13,506+6.5% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 63,954 | $570.5 萬 | 4.2% | +1,747+2.8% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 8,518 | $558.7 萬 | 4.2% | −1,520−15.1% | 減碼 | – |
| Tidal Trust II88636J204 | RET STCKD GL STK | 167,074 | $513.9 萬 | 3.8% | −6,036−3.5% | 減碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 39,386 | $504.5 萬 | 3.7% | −868−2.2% | 減碼 | – |
| Innovator ETFs Trust45783Y178 | INTL DVLPD 10 BU | 115,241 | $362.8 萬 | 2.7% | +10,142+9.6% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,382 | $322.7 萬 | 2.4% | −197−4.3% | 減碼 | – |
| Direxion Shs ETF Tr25459W458 | DLY SCOND 3XBU | 9,856 | $262.9 萬 | 2.0% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,455 | $258.0 萬 | 1.9% | −141−3.9% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 4,599 | $240.2 萬 | 1.8% | −58−1.2% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q732 | U S TEC LEA ETF | 21,396 | $238.7 萬 | 1.8% | −543−2.5% | 減碼 | – |
| Simplify Exchange Traded Fun82889N566 | COMM ST NO K ETF | 79,590 | $236.1 萬 | 1.8% | +12,782+19.1% | 加碼 | – |
| Cohen & Steers ETF Trust19249U609 | FUTURE OF ENERGY | 92,615 | $219.1 萬 | 1.6% | +92,615 | 新進 | – |
| Innovator ETFs Trust45783Y210 | EMERGING MRKT 10 | 67,860 | $216.1 萬 | 1.6% | +8,671+14.6% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 6,782 | $205.5 萬 | 1.5% | +417+6.6% | 加碼 | – |
| Kraneshares Tr500767413 | 90 KWEB DEFINED | 78,134 | $203.3 萬 | 1.5% | +10,902+16.2% | 加碼 | – |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 42,669 | $202.2 萬 | 1.5% | +868+2.1% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 20,409 | $196.9 萬 | 1.5% | +302+1.5% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 18,287 | $196.6 萬 | 1.5% | +230+1.3% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 9,005 | $196.2 萬 | 1.5% | +410+4.8% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 53,919 | $182.5 萬 | 1.4% | −9,748−15.3% | 減碼 | – |
| iShares Tr464288430 | ASIA 50 ETF | 12,325 | $174.6 萬 | 1.3% | −432−3.4% | 減碼 | – |
| Global X FDS37960A222 | CLEANTECH ETF NW | 23,131 | $149.8 萬 | 1.1% | +119+0.5% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 46,908 | $148.7 萬 | 1.1% | −1,961−4.0% | 減碼 | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 13,476 | $147.6 萬 | 1.1% | +953+7.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 4,624 | $133.8 萬 | 1.0% | −132−2.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,435 | $128.8 萬 | 1.0% | −1,831−22.2% | 減碼 | 歷史 |
| ALLEAllegion plc | ORD SHS | 7,596 | $106.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,464 | $91.9 萬 | 0.7% | −196−7.4% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 3,551 | $89.6 萬 | 0.7% | −13−0.4% | 減碼 | – |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 20,405 | $80.5 萬 | 0.6% | −50.0% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,528 | $73.0 萬 | 0.5% | +540+54.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,930 | $69.8 萬 | 0.5% | −685−18.9% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,815 | $68.6 萬 | 0.5% | −542−23.0% | 減碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 10,813 | $66.5 萬 | 0.5% | −38−0.4% | 減碼 | – |
| ASMLASML Holding NV | ADR | 326 | $64.9 萬 | 0.5% | +100+44.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,652 | $58.4 萬 | 0.4% | −771−31.8% | 減碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 483 | $46.6 萬 | 0.3% | +483 | 新進 | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 22,664 | $46.4 萬 | 0.3% | −2,119−8.6% | 減碼 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 6,729 | $45.5 萬 | 0.3% | 00.0% | 不變 | – |
| SPDR Series Trust78468R796 | ST STR SP500FF | 7,356 | $44.9 萬 | 0.3% | −259−3.4% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 1,164 | $38.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,085 | $37.3 萬 | 0.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 10,645 | $36.5 萬 | 0.3% | +1,081+11.3% | 加碼 | – |
| HONHoneywell International Inc | Stock | 1,538 | $34.4 萬 | 0.3% | +1,538 | 新進 | 歷史 |
| HONAHoneywell Aerospace Inc. | COM | 1,538 | $34.0 萬 | 0.3% | +1,538 | 新進 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 453 | $33.9 萬 | 0.3% | −5−1.1% | 減碼 | – |
| T Rowe Price ETF Inc87283Q305 | PRICE GRW STOCK | 6,612 | $31.6 萬 | 0.2% | 00.0% | 不變 | – |
| SGOLabrdn Gold ETF Trust | ETF | 8,215 | $31.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Listed FDS Tr53656F607 | WAHED FTSE ETF | 4,360 | $31.1 萬 | 0.2% | −172−3.8% | 減碼 | – |
| Pacer FDS Tr69374H709 | GLOBL CASH ETF | 7,048 | $30.5 萬 | 0.2% | +336+5.0% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 514 | $29.0 萬 | 0.2% | −135−20.8% | 減碼 | 歷史 |
| SESea Ltd | SPONSORD ADS | 2,829 | $27.1 萬 | 0.2% | +2,829 | 新進 | 歷史 |
| LINLinde PLC | Stock | 491 | $25.5 萬 | 0.2% | +491 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 661 | $23.6 萬 | 0.2% | −63−8.7% | 減碼 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 1,944 | $23.2 萬 | 0.2% | −181−8.5% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 1,619 | $23.1 萬 | 0.2% | +1,619 | 新進 | – |
| TSLATesla, Inc. | Stock | 530 | $22.3 萬 | 0.2% | +530 | 新進 | 歷史 |
| American Centy ETF Tr025072158 | AVANTIS US LARG | 2,363 | $21.3 萬 | 0.2% | +2,363 | 新進 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 990 | $21.1 萬 | 0.2% | +990 | 新進 | – |
| AZNAstraZeneca PLC | ADR | 1,110 | $21.0 萬 | 0.2% | +1,110 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,158 | $20.9 萬 | 0.2% | +1,158 | 新進 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 2,125 | $20.9 萬 | 0.2% | −53−2.4% | 減碼 | – |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 1,146 | $20.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,064 | $20.3 萬 | 0.2% | +1,064 | 新進 | – |
| MAMastercard Inc | Stock | 390 | $20.0 萬 | 0.1% | +390 | 新進 | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 10,504 | $14.0 萬 | 0.1% | +10,504 | 新進 | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 14,879 | $8.67 萬 | 0.1% | +14,879 | 新進 | 歷史 |
2026 年第 1 季之後清倉（9 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Global X Lithium & Battery Tech ETF37954Y855 | ETF | 11,886 | $88.4 萬 | 0.8% | – |
| HONHoneywell International Inc | COM | 3,076 | $69.5 萬 | 0.6% | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 11,798 | $29.4 萬 | 0.3% | – |
| Kraneshares Kweb Covered Call Strategy ETF500767272 | ETF | 11,406 | $29.3 萬 | 0.3% | – |
| New York Life Investments Et45409B560 | FTSE INTL EQTY C | 8,032 | $27.0 萬 | 0.2% | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 1,952 | $21.6 萬 | 0.2% | – |
| Schwab Strategic Tr808524649 | MUN BD ETF | 8,301 | $21.2 萬 | 0.2% | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 3,255 | $20.9 萬 | 0.2% | – |
| COSTCostco Wholesale Corp | Stock | 204 | $20.3 萬 | 0.2% | 歷史 |