LEIGH BALDWIN & CO., LLC
CAZENOVIA NY · SEC CIK 0000946629
$1.54亿2026Q1 申报市值
163持仓数
32.3%前十大占比 · 第一大 4.7%
12 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FDEC 加仓+$338.42万
BLCR 新建仓+$170.49万
WCMI 新建仓+$168.14万
RSP 加仓+$70.36万
IDEF 新建仓+$63.43万
2026Q1 卖出最多 按季末市值估算
FAUG 减仓-$208.12万
KORP 清仓-$129.30万
GLW 减仓-$65.64万
DYNF 减仓-$65.02万
SPY 减仓-$57.36万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CSCO | CISCO SYS INC | $50.79万 | 0.33% | 6,546 | 1 | 0.0% | $78 | 加仓 |
| HD | HOME DEPOT INC | $51.12万 | 0.33% | 1,554 | 25 | 1.6% | $8,224 | 加仓 |
| — | ALPS ETF TR | $51.26万 | 0.33% | 8,179 | -1,176 | -12.6% | -$7.37万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $51.89万 | 0.34% | 3,961 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON &JOHNSON | $53.17万 | 0.34% | 2,175 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $55.56万 | 0.36% | 19,788 | 452 | 2.3% | $1.27万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $55.67万 | 0.36% | 9,178 | -1 | -0.0% | -$61 | 减仓 |
| SMH | VANECK ETF TRUST | $55.80万 | 0.36% | 1,455 | 30 | 2.1% | $1.15万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $56.58万 | 0.37% | 7,866 | 871 | 12.5% | $6.27万 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $57.76万 | 0.37% | 12,115 | -450 | -3.6% | -$2.15万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $58.84万 | 0.38% | 8,900 | -101 | -1.1% | -$6,677 | 减仓 |
| SPYG | SPDR SERIES TRUST | $58.87万 | 0.38% | 6,012 | -105 | -1.7% | -$1.03万 | 减仓 |
| CVS | CVS HEALTH CORP | $58.90万 | 0.38% | 8,201 | 32 | 0.4% | $2,298 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $59.62万 | 0.39% | 11,876 | -584 | -4.7% | -$2.93万 | 减仓 |
| META | META PLATFORMS INC | $60.29万 | 0.39% | 1,054 | -8 | -0.8% | -$4,576 | 减仓 |
| CVX | CHEVRON CORPORATION | $60.98万 | 0.39% | 2,947 | 18 | 0.6% | $3,724 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $60.98万 | 0.39% | 4,169 | -165 | -3.8% | -$2.41万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $63.43万 | 0.41% | 19,385 | 19,385 | — | $63.43万 | 新建仓 |
| IAU | ISHARES GOLD TR | $63.83万 | 0.41% | 7,240 | 635 | 9.6% | $5.60万 | 加仓 |
| ETN | EATON CORP PLC | $63.86万 | 0.41% | 1,785 | 0 | 0.0% | — | 不变 |
| NBTB | NBT BANCORP INC | $64.76万 | 0.42% | 15,210 | 58 | 0.4% | $2,470 | 加仓 |
| ITA | ISHARES TR | $65.26万 | 0.42% | 2,983 | -1,883 | -38.7% | -$41.20万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $66.45万 | 0.43% | 4,768 | 2 | 0.0% | $279 | 加仓 |
| JPM | JPMORGAN CHASE &CO | $66.46万 | 0.43% | 2,259 | 187 | 9.0% | $5.50万 | 加仓 |
| MRK | MERCK &CO INC | $66.93万 | 0.43% | 5,564 | -4 | -0.1% | -$481 | 减仓 |
| VOO | VANGUARD INDEX FDS | $70.96万 | 0.46% | 1,188 | 8 | 0.7% | $4,779 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $72.90万 | 0.47% | 6,794 | 51 | 0.8% | $5,472 | 加仓 |
| DE | DEERE &CO | $74.31万 | 0.48% | 1,319 | -111 | -7.8% | -$6.25万 | 减仓 |
| SLV | ISHARES SILVER TR | $81.70万 | 0.53% | 11,990 | 300 | 2.6% | $2.04万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $83.92万 | 0.54% | 842 | 64 | 8.2% | $6.38万 | 加仓 |
| CAT | CATERPILLAR INC | $89.77万 | 0.58% | 1,267 | 6 | 0.5% | $4,251 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $91.46万 | 0.59% | 1,909 | -94 | -4.7% | -$4.50万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $92.63万 | 0.60% | 16,769 | 1,593 | 10.5% | $8.80万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $95.97万 | 0.62% | 12,539 | -1,120 | -8.2% | -$8.57万 | 减仓 |
| — | NUVEEN N Y MUN VALUE FD | $100.05万 | 0.65% | 119,818 | 3,086 | 2.6% | $2.58万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $102.01万 | 0.66% | 14,940 | 102 | 0.7% | $6,964 | 加仓 |
| GLD | SPDR GOLD TR | $103.74万 | 0.67% | 2,411 | 200 | 9.0% | $8.61万 | 加仓 |
| IEF | ISHARES TR | $109.62万 | 0.71% | 11,486 | -563 | -4.7% | -$5.37万 | 减仓 |
| GLW | CORNING INC | $111.57万 | 0.72% | 8,206 | -4,828 | -37.0% | -$65.64万 | 减仓 |
| WM | WASTE MGMT INC DEL | $117.99万 | 0.76% | 5,135 | 74 | 1.5% | $1.70万 | 加仓 |
| — | EXXON MOBIL CORP | $118.95万 | 0.77% | 7,011 | -28 | -0.4% | -$4,751 | 减仓 |
| SHY | ISHARES TR | $119.49万 | 0.77% | 14,472 | 675 | 4.9% | $5.57万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $121.32万 | 0.79% | 35,258 | 748 | 2.2% | $2.57万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $125.21万 | 0.81% | 2,072 | -9 | -0.4% | -$5,439 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $128.51万 | 0.83% | 39,000 | 9,071 | 30.3% | $29.89万 | 加仓 |
| LLY | ELI LILLY &CO | $134.94万 | 0.87% | 1,467 | 33 | 2.3% | $3.04万 | 加仓 |
| AVGO | BROADCOM INC | $136.68万 | 0.88% | 4,416 | 1 | 0.0% | $310 | 加仓 |
| GOOGL | ALPHABET INC | $140.53万 | 0.91% | 4,887 | 100 | 2.1% | $2.88万 | 加仓 |
| WMT | WALMART INC | $143.44万 | 0.93% | 11,542 | -749 | -6.1% | -$9.31万 | 减仓 |
| IVV | ISHARES TR | $152.17万 | 0.99% | 2,330 | 65 | 2.9% | $4.25万 | 加仓 |
| GE | GE AEROSPACE | $154.84万 | 1.00% | 5,456 | -1,020 | -15.8% | -$28.95万 | 减仓 |
| GEV | GE VERNOVA INC | $157.20万 | 1.02% | 1,801 | -250 | -12.2% | -$21.82万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $159.23万 | 1.03% | 8,297 | 3,666 | 79.2% | $70.36万 | 加仓 |
| RTX | RTX CORPORATION | $167.07万 | 1.08% | 8,661 | -333 | -3.7% | -$6.42万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $168.14万 | 1.09% | 100,265 | 100,265 | — | $168.14万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $169.38万 | 1.10% | 5,013 | 1,771 | 54.6% | $59.84万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $170.49万 | 1.10% | 41,523 | 41,523 | — | $170.49万 | 新建仓 |
| TSLA | TESLA INC | $176.92万 | 1.15% | 4,759 | 1,050 | 28.3% | $39.03万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $206.92万 | 1.34% | 25,679 | 4,480 | 21.1% | $36.10万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $250.77万 | 1.62% | 3,856 | -882 | -18.6% | -$57.36万 | 减仓 |
| AMZN | AMAZON COM INC | $271.40万 | 1.76% | 13,031 | -41 | -0.3% | -$8,539 | 减仓 |
| MSFT | MICROSOFT CORP | $274.51万 | 1.78% | 7,416 | -178 | -2.3% | -$6.59万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $288.85万 | 1.87% | 77,648 | 7,572 | 10.8% | $28.17万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $289.16万 | 1.87% | 55,683 | 5,264 | 10.4% | $27.34万 | 加仓 |
| GOOG | ALPHABET INC | $314.95万 | 2.04% | 10,979 | 63 | 0.6% | $1.81万 | 加仓 |
| IEFA | ISHARES TR | $322.49万 | 2.09% | 35,622 | 1,234 | 3.6% | $11.17万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $359.09万 | 2.32% | 61,721 | -11,176 | -15.3% | -$65.02万 | 减仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $367.36万 | 2.38% | 73,885 | 68,065 | 1,169.5% | $338.42万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $410.81万 | 2.66% | 90,051 | 11,677 | 14.9% | $53.27万 | 加仓 |
| AAPL | APPLE INC | $447.61万 | 2.90% | 17,637 | -237 | -1.3% | -$6.01万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $457.64万 | 2.96% | 107,578 | 8,555 | 8.6% | $36.39万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $464.81万 | 3.01% | 208,060 | 19,272 | 10.2% | $43.05万 | 加仓 |
| IWF | ISHARES TR | $540.57万 | 3.50% | 12,678 | -1,244 | -8.9% | -$53.04万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $566.88万 | 3.67% | 141,051 | 12,955 | 10.1% | $52.07万 | 加仓 |
| DGRO | ISHARES TR | $653.90万 | 4.23% | 93,174 | 3,579 | 4.0% | $25.12万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $719.52万 | 4.66% | 41,257 | -2,377 | -5.4% | -$41.45万 | 减仓 |