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 |
|---|---|---|---|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -6,195 | -100.0% | -$37.95万 | 清仓 |
| — | GABELLI EQUITY TR INC | $0 | 0.00% | 0 | -86,090 | -100.0% | -$603 | 清仓 |
| — | TRX GOLD CORPORATION | $1.55万 | 0.01% | 18,750 | 0 | 0.0% | — | 不变 |
| GROY | GOLD ROYALTY CORP | $2.78万 | 0.01% | 10,055 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD &INCOME OPPORTUN | $8.51万 | 0.05% | 10,794 | 256 | 2.4% | $2,017 | 加仓 |
| CHW | CALAMOS GBL DYN INCOME FUND | $8.91万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| PGF | INVESCO EXCHANGE TRADED FD T | $17.14万 | 0.09% | 12,500 | 0 | 0.0% | — | 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 | 106 | 1.1% | $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 | 33 | 0.8% | $1,667 | 加仓 |
| VLO | VALERO ENERGY CORP | $22.27万 | 0.12% | 855 | 0 | 0.0% | — | 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 | 190 | 1.3% | $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 | 0 | 0.0% | — | 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 | 8 | 1.0% | $2,516 | 加仓 |
| PFF | ISHARES TR | $26.26万 | 0.14% | 8,613 | 39 | 0.5% | $1,189 | 加仓 |
| KMB | Kimberly-Clark Corporation | $27.03万 | 0.15% | 2,463 | 301 | 13.9% | $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 | 11 | 0.4% | $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 | 0 | 0.0% | — | 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 | 127 | 10.2% | $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 | 764 | 12.7% | $3.46万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $31.45万 | 0.17% | 1,990 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $31.70万 | 0.17% | 6,799 | 38 | 0.6% | $1,771 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $32.17万 | 0.17% | 5,115 | 739 | 16.9% | $4.65万 | 加仓 |
| T | AT&T INC | $32.21万 | 0.17% | 15,559 | 873 | 5.9% | $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 | 1,984 | 42.3% | $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 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $35.43万 | 0.19% | 1,497 | 0 | 0.0% | — | 不变 |
| CEG | Constellation Energy Corporation | $35.51万 | 0.19% | 1,430 | 1 | 0.1% | $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 | 6 | 0.2% | $550 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $36.37万 | 0.20% | 6,068 | 33 | 0.5% | $1,978 | 加仓 |
| PG | PROCTER &GAMBLE CO | $36.83万 | 0.20% | 2,512 | 5 | 0.2% | $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 | 0 | 0.0% | — | 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 | 6 | 0.4% | $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 | 14 | 1.2% | $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 | 2,380 | 8.1% | $3.29万 | 加仓 |
| ABBV | ABBVIE INC | $44.32万 | 0.24% | 1,761 | 14 | 0.8% | $3,523 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $44.50万 | 0.24% | 3,962 | 1 | 0.0% | $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 | 9 | 0.2% | $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 | 19 | 0.2% | $791 | 加仓 |
| KO | COCA COLA CO | $46.95万 | 0.25% | 5,777 | 18 | 0.3% | $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 | 57 | 0.6% | $3,060 | 加仓 |
| NRG | NRG ENERGY INC | $48.15万 | 0.26% | 3,297 | 12 | 0.4% | $1,753 | 加仓 |