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 |
|---|---|---|---|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | $40.36万 | 0.26% | 7,120 | -164 | -2.3% | -$9,296 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $39.91万 | 0.26% | 1,429 | -200 | -12.3% | -$5.59万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $39.50万 | 0.26% | 1,899 | -250 | -11.6% | -$5.20万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $39.44万 | 0.26% | 3,012 | 101 | 3.5% | $1.32万 | 加仓 |
| ABBV | ABBVIE INC | $38.00万 | 0.25% | 1,747 | 45 | 2.6% | $9,787 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $37.95万 | 0.25% | 6,195 | 6,195 | — | $37.95万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $36.66万 | 0.24% | 1,716 | -590 | -25.6% | -$12.61万 | 减仓 |
| JBL | JABIL INC | $36.60万 | 0.24% | 1,378 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $36.24万 | 0.23% | 6,869 | 630 | 10.1% | $3.32万 | 加仓 |
| PG | PROCTER &GAMBLE CO | $36.21万 | 0.23% | 2,507 | 140 | 5.9% | $2.02万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $35.06万 | 0.23% | 9,266 | -43 | -0.5% | -$1,627 | 减仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $34.10万 | 0.22% | 6,035 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $33.51万 | 0.22% | 3,931 | -500 | -11.3% | -$4.26万 | 减仓 |
| R | RYDER SYS INC | $33.35万 | 0.22% | 1,629 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $33.14万 | 0.21% | 6,761 | 36 | 0.5% | $1,765 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $32.20万 | 0.21% | 1,497 | -33 | -2.2% | -$7,098 | 减仓 |
| ET | ENERGY TRANSFER L P | $31.64万 | 0.20% | 16,394 | 210 | 1.3% | $4,053 | 加仓 |
| CAH | CARDINAL HEALTH INC | $31.35万 | 0.20% | 1,484 | 1,484 | — | $31.35万 | 新建仓 |
| URI | UNITED RENTALS INC | $30.75万 | 0.20% | 422 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $29.49万 | 0.19% | 3,056 | 11 | 0.4% | $1,062 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $29.47万 | 0.19% | 1,990 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $29.15万 | 0.19% | 744 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $28.95万 | 0.19% | 1,052 | 0 | 0.0% | — | 不变 |
| FCOM | FIDELITY COVINGTON TRUST | $28.49万 | 0.18% | 4,183 | 1 | 0.0% | $68 | 加仓 |
| BAC | BANK AMERICA CORP | $27.81万 | 0.18% | 5,704 | 78 | 1.4% | $3,802 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $27.63万 | 0.18% | 6,021 | -772 | -11.4% | -$3.54万 | 减仓 |
| KRE | SPDR SERIES TRUST | $27.63万 | 0.18% | 4,240 | 100 | 2.4% | $6,516 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $27.19万 | 0.18% | 8,052 | 167 | 2.1% | $5,640 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $26.93万 | 0.17% | 4,297 | -499 | -10.4% | -$3.13万 | 减仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $26.78万 | 0.17% | 3,960 | 8 | 0.2% | $541 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $26.69万 | 0.17% | 1,650 | 175 | 11.9% | $2.83万 | 加仓 |
| PFF | ISHARES TR | $26.00万 | 0.17% | 8,574 | 19 | 0.2% | $576 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $25.72万 | 0.17% | 4,376 | 132 | 3.1% | $7,759 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $25.64万 | 0.17% | 5,883 | -295 | -4.8% | -$1.29万 | 减仓 |
| CALF | PACER FDS TR | $25.53万 | 0.17% | 5,690 | 0 | 0.0% | — | 不变 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $25.32万 | 0.16% | 13,368 | -400 | -2.9% | -$7,576 | 减仓 |
| BA | BOEING CO | $25.30万 | 0.16% | 1,271 | -160 | -11.2% | -$3.18万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $25.19万 | 0.16% | 2,680 | 1 | 0.0% | $94 | 加仓 |
| DIS | DISNEY WALT CO | $24.79万 | 0.16% | 2,572 | 129 | 5.3% | $1.24万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $24.73万 | 0.16% | 1,635 | 0 | 0.0% | — | 重新持有 |
| FPEI | FIRST TR EXCH TRADED FD III | $24.21万 | 0.16% | 12,743 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $23.16万 | 0.15% | 1,952 | 1,952 | — | $23.16万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $23.08万 | 0.15% | 1,574 | -234 | -12.9% | -$3.43万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $23.00万 | 0.15% | 801 | 15 | 1.9% | $4,307 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $22.89万 | 0.15% | 1,145 | 0 | 0.0% | — | 不变 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $22.86万 | 0.15% | 4,415 | -40,190 | -90.1% | -$208.12万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $22.34万 | 0.14% | 1,545 | 1,545 | — | $22.34万 | 新建仓 |
| BDC | BELDEN INC | $22.28万 | 0.14% | 1,940 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $21.68万 | 0.14% | 4,689 | 31 | 0.7% | $1,433 | 加仓 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $21.60万 | 0.14% | 14,980 | -385 | -2.5% | -$5,552 | 减仓 |
| VLO | VALERO ENERGY CORP | $21.13万 | 0.14% | 855 | 855 | — | $21.13万 | 新建仓 |
| — | ALPS ETF TR | $21.05万 | 0.14% | 9,396 | 100 | 1.1% | $2,240 | 加仓 |
| NUE | NUCOR CORP | $21.01万 | 0.14% | 1,242 | 2 | 0.2% | $338 | 加仓 |
| INTC | INTEL CORP | $20.99万 | 0.14% | 4,756 | -1,212 | -20.3% | -$5.35万 | 重新持有 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $20.96万 | 0.14% | 4,304 | -10,865 | -71.6% | -$52.92万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $20.86万 | 0.14% | 2,162 | 2,162 | — | $20.86万 | 新建仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $17.20万 | 0.11% | 12,500 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS INC | $13.60万 | 0.09% | 11,000 | 11,000 | — | $13.60万 | 新建仓 |
| JPC | NUVEEN PFD &INCOME OPPORTUN | $7.95万 | 0.05% | 10,538 | 158 | 1.5% | $1,191 | 加仓 |
| CHW | CALAMOS GBL DYN INCOME FUND | $7.26万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| GROY | GOLD ROYALTY CORP | $3.60万 | 0.02% | 10,055 | 0 | 0.0% | — | 不变 |
| — | TRX GOLD CORPORATION | $2.81万 | 0.02% | 18,750 | 0 | 0.0% | — | 不变 |
| — | GABELLI EQUITY TR INC | $603 | 0.00% | 86,090 | 86,090 | — | $603 | 新建仓 |
| KORP | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -27,371 | -100.0% | -$129.30万 | 清仓 |
| DECK | DECKERS OUTDOOR CORP | $0 | 0.00% | 0 | -2,474 | -100.0% | -$25.60万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -1,474 | -100.0% | -$25.20万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,582 | -100.0% | -$24.40万 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -1,003 | -100.0% | -$24.30万 | 清仓 |
| SFM | SPROUTS FMRS MKT INC | $0 | 0.00% | 0 | -2,961 | -100.0% | -$23.60万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,999 | -100.0% | -$21.90万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -2,903 | -100.0% | -$21.60万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -2,267 | -100.0% | -$21.10万 | 清仓 |
| UNM | UNUM GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FERG | FERGUSON ENTERPRISES INC | $0 | 0.00% | 0 | -906 | -100.0% | -$20.20万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -608 | -100.0% | -$20.10万 | 清仓 |
| RYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -10,047 | -100.0% | -$15.40万 | 清仓 |