LEIGH BALDWIN & CO., LLC
CAZENOVIA NY · SEC CIK 0000946629
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| ALL | ALLSTATE CORP | $48.19万 | 0.26% | 2,025 | 0 | 0.0% | — | 不变 |
| GAB | GABELLI EQUITY TR INC | $48.72万 | 0.26% | 86,084 | 0 | 0.0% | — | 不变 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $51.21万 | 0.28% | 14,018 | 5,966 | 74.1% | $21.79万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $51.29万 | 0.28% | 12,114 | 238 | 2.0% | $1.01万 | 加仓 |
| C | CITIGROUP INC | $51.30万 | 0.28% | 3,666 | -87 | -2.3% | -$1.22万 | 减仓 |
| INTC | Intel Corporation | $51.57万 | 0.28% | 3,693 | -1,063 | -22.4% | -$14.84万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $51.79万 | 0.28% | 1,814 | -85 | -4.5% | -$2.43万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $53.01万 | 0.29% | 9,200 | 22 | 0.2% | $1,268 | 加仓 |
| CVX | CHEVRON CORPORATION | $53.07万 | 0.29% | 3,202 | 255 | 8.7% | $4.23万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $54.06万 | 0.29% | 7,491 | -375 | -4.8% | -$2.71万 | 减仓 |
| STLD | Steel Dynamics, Inc. | $54.17万 | 0.29% | 2,361 | 1 | 0.0% | $229 | 加仓 |
| MS | MORGAN STANLEY | $56.85万 | 0.31% | 2,720 | 1 | 0.0% | $209 | 加仓 |
| JNJ | JOHNSON &JOHNSON | $57.44万 | 0.31% | 2,262 | 87 | 4.0% | $2.21万 | 加仓 |
| — | ALPS ETF TR | $57.70万 | 0.31% | 8,195 | 16 | 0.2% | $1,127 | 加仓 |
| ARM | ARM HOLDINGS PLC | $59.21万 | 0.32% | 1,670 | 35 | 2.1% | $1.24万 | 加仓 |
| ITA | ISHARES TR | $60.20万 | 0.32% | 2,483 | -500 | -16.8% | -$12.12万 | 减仓 |
| GILD | Gilead Sciences, Inc. | $60.26万 | 0.32% | 4,769 | 1 | 0.0% | $126 | 加仓 |
| LRCX | Lam Research Corporation | $60.73万 | 0.33% | 1,401 | -315 | -18.4% | -$13.65万 | 减仓 |
| ZM | Zoom Communications, Inc. | $61.49万 | 0.33% | 7,125 | 1,393 | 24.3% | $12.02万 | 加仓 |
| AIQ | GLOBAL X FDS | $63.03万 | 0.34% | 9,607 | 15 | 0.2% | $984 | 加仓 |
| SLV | ISHARES SILVER TR | $66.84万 | 0.36% | 12,500 | 510 | 4.3% | $2.73万 | 加仓 |
| MRK | MERCK &CO INC | $69.47万 | 0.37% | 5,407 | -157 | -2.8% | -$2.02万 | 减仓 |
| ETN | EATON CORP PLC | $69.93万 | 0.38% | 1,641 | -144 | -8.1% | -$6.14万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $71.37万 | 0.38% | 5,998 | -14 | -0.2% | -$1,666 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $71.41万 | 0.38% | 740 | -4 | -0.5% | -$3,860 | 减仓 |
| GLD | SPDR GOLD TR | $72.72万 | 0.39% | 1,974 | -437 | -18.1% | -$16.10万 | 减仓 |
| NBTB | NBT Bancorp Inc. | $74.15万 | 0.40% | 15,018 | -192 | -1.3% | -$9,479 | 减仓 |
| JPM | JPMORGAN CHASE &CO | $74.44万 | 0.40% | 2,274 | 15 | 0.7% | $4,910 | 加仓 |
| CSCO | Cisco Systems, Inc. | $76.05万 | 0.41% | 6,475 | -71 | -1.1% | -$8,339 | 减仓 |
| COST | Costco Wholesale Corporation | $77.45万 | 0.42% | 828 | -14 | -1.7% | -$1.31万 | 减仓 |
| IALT | iShares Systematic Alternatives Active ETF | $77.75万 | 0.42% | 27,717 | 27,717 | — | $77.75万 | 新建仓 |
| AMD | Advanced Micro Devices, Inc. | $79.24万 | 0.43% | 1,364 | -1,113 | -44.9% | -$64.66万 | 减仓 |
| IVV | ISHARES TR | $79.53万 | 0.43% | 1,062 | -1,268 | -54.4% | -$94.96万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $81.57万 | 0.44% | 1,188 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $82.98万 | 0.45% | 8,022 | -179 | -2.2% | -$1.85万 | 减仓 |
| DE | DEERE &CO | $83.69万 | 0.45% | 1,319 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $85.84万 | 0.46% | 6,279 | -732 | -10.4% | -$10.01万 | 减仓 |
| PANW | Palo Alto Networks, Inc. | $86.59万 | 0.47% | 2,539 | -190 | -7.0% | -$6.48万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $95.70万 | 0.52% | 1,913 | 4 | 0.2% | $2,001 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $96.44万 | 0.52% | 30,347 | 10,962 | 56.5% | $34.84万 | 加仓 |
| SMH | VANECK ETF TRUST | $97.10万 | 0.52% | 1,480 | 25 | 1.7% | $1.64万 | 加仓 |
| — | NUVEEN N Y MUN VALUE FD | $102.68万 | 0.55% | 117,483 | -2,335 | -1.9% | -$2.04万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $103.91万 | 0.56% | 2,040 | -32 | -1.5% | -$1.63万 | 减仓 |
| IEF | ISHARES TR | $108.27万 | 0.58% | 11,449 | -37 | -0.3% | -$3,499 | 减仓 |
| SPYM | SPDR SERIES TRUST | $108.34万 | 0.58% | 12,329 | -210 | -1.7% | -$1.85万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $109.26万 | 0.59% | 18,122 | 1,353 | 8.1% | $8.16万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $114.71万 | 0.62% | 6,936 | 142 | 2.1% | $2.35万 | 加仓 |
| WM | WASTE MGMT INC DEL | $117.22万 | 0.63% | 5,259 | 124 | 2.4% | $2.76万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $119.12万 | 0.64% | 14,695 | -245 | -1.6% | -$1.99万 | 减仓 |
| CAT | CATERPILLAR INC | $126.45万 | 0.68% | 1,187 | -80 | -6.3% | -$8.52万 | 减仓 |
| SHY | ISHARES TR | $126.84万 | 0.68% | 15,448 | 976 | 6.7% | $8.01万 | 加仓 |
| LLY | ELI LILLY &CO | $133.43万 | 0.72% | 1,112 | -355 | -24.2% | -$42.60万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $137.85万 | 0.74% | 36,315 | 1,057 | 3.0% | $4.01万 | 加仓 |
| WMT | Walmart Inc. | $137.99万 | 0.74% | 12,183 | 641 | 5.6% | $7.26万 | 加仓 |
| GOOGL | Alphabet Inc. | $158.66万 | 0.85% | 4,440 | -447 | -9.1% | -$15.97万 | 减仓 |
| AVGO | Broadcom Inc. | $163.31万 | 0.88% | 4,323 | -93 | -2.1% | -$3.51万 | 减仓 |
| RTX | RTX CORPORATION | $164.23万 | 0.88% | 8,656 | -5 | -0.1% | -$949 | 减仓 |
| TSLA | Tesla, Inc. | $176.38万 | 0.95% | 4,193 | -566 | -11.9% | -$23.81万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $193.84万 | 1.04% | 9,111 | 814 | 9.8% | $17.32万 | 加仓 |
| GE | GE AEROSPACE | $203.94万 | 1.10% | 5,457 | 1 | 0.0% | $374 | 加仓 |
| GLW | CORNING INC | $208.84万 | 1.12% | 8,176 | -30 | -0.4% | -$7,663 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $209.35万 | 1.13% | 39,709 | 709 | 1.8% | $3.74万 | 加仓 |
| GEV | GE VERNOVA INC | $212.52万 | 1.14% | 1,809 | 8 | 0.4% | $9,398 | 加仓 |
| MSFT | Microsoft Corporation | $224.74万 | 1.21% | 6,025 | -1,391 | -18.8% | -$51.89万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $240.62万 | 1.30% | 45,973 | -9,710 | -17.4% | -$50.82万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $242.33万 | 1.31% | 123,828 | 23,563 | 23.5% | $46.11万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $262.11万 | 1.41% | 27,164 | 1,485 | 5.8% | $14.33万 | 加仓 |
| BLCR | iShares | $270.27万 | 1.46% | 53,657 | 12,134 | 29.2% | $61.12万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $270.70万 | 1.46% | 3,625 | -231 | -6.0% | -$17.25万 | 减仓 |
| AMZN | Amazon.com, Inc. | $286.82万 | 1.54% | 12,034 | -997 | -7.7% | -$23.76万 | 减仓 |
| IEFA | ISHARES TR | $289.85万 | 1.56% | 30,012 | -5,610 | -15.7% | -$54.18万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $345.31万 | 1.86% | 86,048 | 8,400 | 10.8% | $33.71万 | 加仓 |
| GOOG | Alphabet Inc. | $405.49万 | 2.18% | 11,476 | 497 | 4.5% | $17.56万 | 加仓 |
| AAPL | Apple Inc. | $456.16万 | 2.46% | 15,764 | -1,873 | -10.6% | -$54.20万 | 减仓 |
| FDEC | FT Vest U.S. Equity Buffer ETF | $463.27万 | 2.50% | 85,055 | 11,170 | 15.1% | $60.84万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $491.48万 | 2.65% | 108,042 | 17,991 | 20.0% | $81.84万 | 加仓 |
| MU | Micron Technology, Inc. | $507.90万 | 2.74% | 4,400 | -613 | -12.2% | -$70.76万 | 减仓 |
| CGCP | CAPITAL GROUP | $556.92万 | 3.00% | 249,853 | 41,793 | 20.1% | $93.16万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $603.87万 | 3.25% | 88,791 | 27,070 | 43.9% | $184.10万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $606.38万 | 3.27% | 123,048 | 15,470 | 14.4% | $76.24万 | 加仓 |
| IWF | ISHARES TR | $674.87万 | 3.63% | 54,350 | 3,638 | 7.2% | $45.17万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $762.58万 | 4.11% | 161,564 | 20,513 | 14.5% | $96.82万 | 加仓 |
| NVDA | NVIDIA Corporation | $769.10万 | 4.14% | 38,438 | -2,819 | -6.8% | -$56.41万 | 减仓 |
| DGRO | ISHARES TR | $782.37万 | 4.21% | 103,228 | 10,054 | 10.8% | $76.20万 | 加仓 |