13F 机构持仓

LEIGH BALDWIN & CO., LLC

CAZENOVIA NY · SEC CIK 0000946629

2026Q22026Q1 更早 9 个季度 🔒
$1.86亿2026Q2 申报市值
182持仓数
33.5%前十大占比 · 第一大 4.2%
20 / 2新建仓 / 清仓
申报市值走势$1.86亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DGRO 4.2%
NVDA 4.1%
CGGR 4.1%
IWF 3.6%
CGDV 3.3%
DYNF 3.3%
CGCP 3.0%
MU 2.7%
FBND 2.6%
FDEC 2.5%

2026Q2 买入最多 按季末市值估算

DYNF 加仓+$184.10万
CGGR 加仓+$96.82万
CGCP 加仓+$93.16万
FBND 加仓+$81.84万
IALT 新建仓+$77.75万

2026Q2 卖出最多 按季末市值估算

IVV 减仓-$94.96万
MU 减仓-$70.76万
AMD 减仓-$64.66万
NVDA 减仓-$56.41万
AAPL 减仓-$54.20万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
XLE SELECT SECTOR SPDR TR $00.00%0 -6,195-100.0% -$37.95万 清仓
— GABELLI EQUITY TR INC $00.00%0 -86,090-100.0% -$603 清仓
— TRX GOLD CORPORATION $1.55万0.01%18,750 00.0% — 不变
GROY GOLD ROYALTY CORP $2.78万0.01%10,055 00.0% — 不变
JPC NUVEEN PFD &INCOME OPPORTUN $8.51万0.05%10,794 2562.4% $2,017 加仓
CHW CALAMOS GBL DYN INCOME FUND $8.91万0.05%10,000 00.0% — 不变
PGF INVESCO EXCHANGE TRADED FD T $17.14万0.09%12,500 00.0% — 不变
FHLC FIDELITY COVINGTON TRUST $20.16万0.11%2,609 2,609— $20.16万 新建仓
VTI VANGUARD INDEX FDS $20.80万0.11%562 562— $20.80万 新建仓
— ALPS ETF TR $21.17万0.11%9,502 1061.1% $2,362 加仓
CRWV COREWEAVE INC $21.20万0.11%2,130 2,130— $21.20万 新建仓
IWO ISHARES TR $21.27万0.11%540 540— $21.27万 新建仓
DIS DISNEY WALT CO $21.29万0.11%2,212 -360-14.0% -$3.47万 减仓
KNG FIRST TR EXCHANGE-TRADED FD $21.90万0.12%4,337 330.8% $1,667 加仓
VLO VALERO ENERGY CORP $22.27万0.12%855 00.0% — 不变
FFLG FIDELITY COVINGTON TRUST $22.31万0.12%6,432 6,432— $22.31万 新建仓
FAX ABRDN ASIA PACIFIC INCOME FU $22.32万0.12%15,170 1901.3% $2,795 加仓
IBB ISHARES TR $22.37万0.12%1,176 1,176— $22.37万 新建仓
CRUS CIRRUS LOGIC INC $22.61万0.12%1,523 -22-1.4% -$3,267 减仓
SNDK Sandisk Corporation $22.74万0.12%100 100— $22.74万 新建仓
XLI SELECT SECTOR SPDR TR $22.88万0.12%1,235 -415-25.2% -$7.69万 减仓
BDC BELDEN INC $22.99万0.12%1,918 -22-1.1% -$2,637 减仓
CGXU CAPITAL GROUP INTL FOCUS EQT $23.02万0.12%6,648 6,648— $23.02万 新建仓
XLV SELECT SECTOR SPDR TR $23.21万0.13%1,463 -111-7.1% -$1.76万 减仓
EUV CORGI ETF TR I $23.35万0.13%7,300 7,300— $23.35万 新建仓
UNM UNUM GROUP $23.60万0.13%2,640 -50-1.9% -$4,470 重新持有
CGUS CAPITAL GROUP CORE EQUITY ET $24.04万0.13%5,405 5,405— $24.04万 新建仓
GBTC GRAYSCALE BITCOIN TRUST ETF $24.35万0.13%5,350 -1,519-22.1% -$6.91万 减仓
SCHW SCHWAB CHARLES CORP $24.54万0.13%2,660 -20-0.7% -$1,845 减仓
FPEI FIRST TR EXCH TRADED FD III $24.58万0.13%12,743 00.0% — 不变
FAUG FIRST TR EXCHNG TRADED FD VI $24.69万0.13%4,370 -45-1.0% -$2,543 减仓
FSIG FIRST TR EXCHANGE-TRADED FD $24.71万0.13%13,106 -262-2.0% -$4,940 减仓
DK DELEK US HLDGS INC NEW $24.82万0.13%4,885 4,885— $24.82万 新建仓
FIXD FIRST TR EXCHNG TRADED FD VI $25.17万0.14%5,771 -112-1.9% -$4,884 减仓
MEAR ISHARES U S ETF TR $25.33万0.14%5,028 5,028— $25.33万 新建仓
AIPO TIDAL TRUST II $25.39万0.14%7,600 7,600— $25.39万 新建仓
AMAT Applied Materials, Inc. $25.42万0.14%352 352— $25.42万 新建仓
NSC NORFOLK SOUTHN CORP $25.44万0.14%809 81.0% $2,516 加仓
PFF ISHARES TR $26.26万0.14%8,613 390.5% $1,189 加仓
KMB Kimberly-Clark Corporation $27.03万0.15%2,463 30113.9% $3.30万 加仓
BA BOEING CO $27.19万0.15%1,256 -15-1.2% -$3,247 减仓
UFO PROCURE ETF TRUST II $27.24万0.15%5,375 5,375— $27.24万 新建仓
SPXC SPX TECHNOLOGIES INC $27.64万0.15%1,128 -17-1.5% -$4,166 减仓
BNY BANK OF NY MELLON CORP $27.70万0.15%1,916 -36-1.8% -$5,205 减仓
CALF PACER FDS TR $28.52万0.15%5,635 -55-1.0% -$2,784 减仓
FCOM FIDELITY COVINGTON TRUST $28.67万0.15%4,126 -57-1.4% -$3,960 减仓
BAC BANK OF AMER CORP $28.74万0.15%5,045 -659-11.6% -$3.75万 减仓
FLQL FRANKLIN TEMPLETON ETF TR $29.00万0.16%3,705 -255-6.4% -$2.00万 减仓
SO SOUTHERN CO $29.36万0.16%3,067 110.4% $1,053 加仓
KRE SPDR SERIES TRUST $29.87万0.16%3,991 -249-5.9% -$1.86万 减仓
MRVL Marvell Technology, Inc. $30.09万0.16%1,010 1,010— $30.09万 新建仓
RIOT RIOT PLATFORMS INC $30.12万0.16%11,000 00.0% — 不变
DRAM ROUNDHILL ETF TRUST $30.20万0.16%4,090 4,090— $30.20万 新建仓
NUE NUCOR CORP $30.50万0.16%1,369 12710.2% $2.83万 加仓
ET ENERGY TRANSFER L P $30.61万0.16%16,009 -385-2.3% -$7,361 减仓
XLU SELECT SECTOR SPDR TR $30.76万0.17%6,785 76412.7% $3.46万 加仓
VYM VANGUARD WHITEHALL FDS $31.45万0.17%1,990 00.0% — 不变
EXC EXELON CORP $31.70万0.17%6,799 380.6% $1,771 加仓
FCX FREEPORT MCMORAN INC $32.17万0.17%5,115 73916.9% $4.65万 加仓
T AT&T INC $32.21万0.17%15,559 8735.9% $1.81万 加仓
RCL ROYAL CARIBBEAN GROUP $33.04万0.18%1,041 -11-1.0% -$3,491 减仓
IQLT ISHARES TR $33.06万0.18%6,673 1,98442.3% $9.83万 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $33.13万0.18%3,687 -610-14.2% -$5.48万 减仓
STRL STERLING INFRASTRUCTURE INC $33.57万0.18%400 400— $33.57万 新建仓
EPD ENTERPRISE PRODS PARTNERS L $33.71万0.18%9,171 -95-1.0% -$3,492 减仓
COP CONOCOPHILLIPS $33.89万0.18%3,260 -19-0.6% -$1,975 减仓
CAH CARDINAL HEALTH INC $35.26万0.19%1,484 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $35.43万0.19%1,497 00.0% — 不变
CEG Constellation Energy Corporation $35.51万0.19%1,430 10.1% $248 加仓
MCK MCKESSON CORP $35.74万0.19%473 -90-16.0% -$6.80万 减仓
CL COLGATE PALMOLIVE CO $36.10万0.19%3,937 60.2% $550 加仓
FJUN FIRST TR EXCHNG TRADED FD VI $36.37万0.20%6,068 330.5% $1,978 加仓
PG PROCTER &GAMBLE CO $36.83万0.20%2,512 50.2% $733 加仓
JBL JABIL INC $37.55万0.20%974 -404-29.3% -$15.57万 减仓
SPCX SPACE EXPLORATION TECHN CORP $37.91万0.20%2,219 2,219— $37.91万 新建仓
DUK DUKE ENERGY CORP NEW $38.13万0.21%3,012 00.0% — 不变
META Meta Platforms, Inc. $38.93万0.21%691 -363-34.4% -$20.45万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $40.10万0.22%7,099 -21-0.3% -$1,186 减仓
MCD MCDONALDS CORP $40.62万0.22%1,503 60.4% $1,622 加仓
IBM INTERNATIONAL BUSINESS MACHS $40.84万0.22%1,452 -383-20.9% -$10.77万 减仓
R RYDER SYS INC $42.44万0.23%1,609 -20-1.2% -$5,275 减仓
URI UNITED RENTALS INC $42.82万0.23%378 -44-10.4% -$4.98万 减仓
AMGN Amgen Inc. $43.69万0.24%1,206 141.2% $5,071 加仓
QQQ INVESCO QQQ TR $43.74万0.24%594 -162-21.4% -$11.93万 减仓
KYN KAYNE ANDERSON ENERGY INFRST $44.06万0.24%31,861 2,3808.1% $3.29万 加仓
ABBV ABBVIE INC $44.32万0.24%1,761 140.8% $3,523 加仓
WPM WHEATON PRECIOUS METALS CORP $44.50万0.24%3,962 10.0% $112 加仓
V VISA INC $44.79万0.24%1,305 -154-10.6% -$5.29万 减仓
PAYX Paychex, Inc. $45.02万0.24%4,579 90.2% $885 加仓
IAU ISHARES GOLD TR $45.09万0.24%5,972 -1,268-17.5% -$9.57万 减仓
IWM ISHARES TR $45.24万0.24%1,506 -406-21.2% -$12.20万 减仓
FFEB FIRST TR EXCHNG TRADED FD VI $45.98万0.25%7,540 -45-0.6% -$2,744 减仓
PFE PFIZER INC $46.08万0.25%19,135 -653-3.3% -$1.57万 减仓
ICOW PACER FDS TR $46.52万0.25%11,175 190.2% $791 加仓
KO COCA COLA CO $46.95万0.25%5,777 180.3% $1,463 加仓
PLTR Palantir Technologies Inc. $46.99万0.25%4,027 -142-3.4% -$1.66万 减仓
FOCT FIRST TR EXCHNG TRADED FD VI $47.40万0.26%9,065 -3,050-25.2% -$15.95万 减仓
HD HOME DEPOT INC $47.74万0.26%1,354 -200-12.9% -$7.05万 减仓
SU SUNCOR ENERGY INC NEW $48.08万0.26%8,957 570.6% $3,060 加仓
NRG NRG ENERGY INC $48.15万0.26%3,297 120.4% $1,753 加仓