BALDWIN WEALTH PARTNERS LLC/MA
Marion MA · SEC CIK 0001021258
$13.76亿2026Q1 申报市值
222持仓数
44.0%前十大占比 · 第一大 6.5%
16 / 30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
MCK 新建仓+$1,047.43万
IJR 加仓+$751.49万
ESGE 新建仓+$581.80万
BASG 新建仓+$452.03万
ARCC 新建仓+$355.77万
2026Q1 卖出最多 按季末市值估算
GOOGL 减仓-$1,507.04万
COST 减仓-$1,281.41万
SHW 清仓-$1,237.53万
ACN 减仓-$1,158.53万
TIP 减仓-$730.34万
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 |
|---|---|---|---|---|---|---|---|---|
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -38,192 | -100.0% | -$1,237.53万 | 清仓 |
| BIDU | BAIDU INC | $0 | 0.00% | 0 | -17,397 | -100.0% | -$227.31万 | 清仓 |
| GXO | GXO LOGISTICS INCORPORATED | $0 | 0.00% | 0 | -31,857 | -100.0% | -$167.70万 | 清仓 |
| LINE | LINEAGE INC | $0 | 0.00% | 0 | -41,193 | -100.0% | -$144.18万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -23,036 | -100.0% | -$117.21万 | 清仓 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -66,383 | -100.0% | -$111.13万 | 清仓 |
| TTAN | SERVICETITAN INC | $0 | 0.00% | 0 | -10,165 | -100.0% | -$108.26万 | 清仓 |
| LDP | COHEN & STEERS LTD DURATION | $0 | 0.00% | 0 | -50,393 | -100.0% | -$106.68万 | 清仓 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | -26,217 | -100.0% | -$85.13万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -2,770 | -100.0% | -$63.08万 | 清仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $0 | 0.00% | 0 | -12,108 | -100.0% | -$56.98万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -5,282 | -100.0% | -$53.29万 | 清仓 |
| APD | AIR PRODS & CHEMS INC | $0 | 0.00% | 0 | -1,714 | -100.0% | -$42.34万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -6,859 | -100.0% | -$40.04万 | 清仓 |
| GSBD | GOLDMAN SACHS BDC INC | $0 | 0.00% | 0 | -40,954 | -100.0% | -$38.01万 | 清仓 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -1,620 | -100.0% | -$36.86万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -657 | -100.0% | -$33.56万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -570 | -100.0% | -$33.10万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -998 | -100.0% | -$32.95万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -1,220 | -100.0% | -$29.64万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -916 | -100.0% | -$28.63万 | 清仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $0 | 0.00% | 0 | -2,785 | -100.0% | -$28.24万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CIBR | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -294 | -100.0% | -$25.84万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -1,966 | -100.0% | -$25.08万 | 清仓 |
| XBI | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -347 | -100.0% | -$23.48万 | 清仓 |
| IBB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FXI | ISHARES TR | $0 | 0.00% | 0 | -6,100 | -100.0% | -$23.36万 | 清仓 |
| USB | US BANCORP DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -811 | -100.0% | -$22.15万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -1,977 | -100.0% | -$21.67万 | 清仓 |
| UNFI | UNITED NAT FOODS INC | $0 | 0.00% | 0 | -6,007 | -100.0% | -$20.23万 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | -13,159 | -100.0% | -$6.57万 | 清仓 |
| — | BEYOND AIR INC | $1.02万 | 0.00% | 14,800 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $12.11万 | 0.01% | 24,074 | 1,883 | 8.5% | $9,472 | 加仓 |
| BHP | BHP BILLITON LIMITED | $20.00万 | 0.01% | 2,750 | 2,750 | — | $20.00万 | 新建仓 |
| QUAL | ISHARES TR | $20.04万 | 0.01% | 1,045 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $20.10万 | 0.01% | 3,420 | 3,420 | — | $20.10万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $20.26万 | 0.01% | 2,211 | 2,211 | — | $20.26万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $20.33万 | 0.01% | 672 | 672 | — | $20.33万 | 新建仓 |
| HR | HEALTHCARE RLTY TR | $20.56万 | 0.01% | 12,100 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS L | $20.59万 | 0.01% | 5,000 | 5,000 | — | $20.59万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $20.74万 | 0.02% | 1,418 | -430 | -23.3% | -$6.29万 | 减仓 |
| ETN | EATON CORP PLC | $21.03万 | 0.02% | 588 | -2,784 | -82.6% | -$99.58万 | 减仓 |
| IJH | ISHARES TR | $21.61万 | 0.02% | 3,200 | 0 | 0.0% | — | 不变 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $21.87万 | 0.02% | 5,950 | 5,950 | — | $21.87万 | 新建仓 |
| WTM | WHITE MTNS INS GROUP LTD | $21.97万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| TFX | TELEFLEX INCORPORATED | $22.16万 | 0.02% | 1,853 | -1,850 | -50.0% | -$22.13万 | 减仓 |
| MMM | 3M CO | $22.48万 | 0.02% | 1,548 | -300 | -16.2% | -$4.36万 | 减仓 |
| IWF | ISHARES TR | $22.60万 | 0.02% | 530 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC | $22.60万 | 0.02% | 555 | 555 | — | $22.60万 | 新建仓 |
| MINT | PIMCO ETF TR | $22.78万 | 0.02% | 2,265 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $22.81万 | 0.02% | 1,977 | 1,977 | — | $22.81万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $22.95万 | 0.02% | 182 | -116 | -38.9% | -$14.63万 | 减仓 |
| NWG | NATWEST GROUP PLC | $23.12万 | 0.02% | 15,516 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $23.34万 | 0.02% | 988 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $23.53万 | 0.02% | 757 | -238 | -23.9% | -$7.40万 | 减仓 |
| CSCO | CISCO SYS INC | $23.62万 | 0.02% | 3,044 | -170 | -5.3% | -$1.32万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $24.68万 | 0.02% | 1,728 | -75 | -4.2% | -$1.07万 | 减仓 |
| MS | MORGAN STANLEY | $25.21万 | 0.02% | 1,532 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $25.25万 | 0.02% | 5,015 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $25.75万 | 0.02% | 6,607 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC | $25.97万 | 0.02% | 760 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $26.98万 | 0.02% | 10,750 | -1 | -0.0% | -$25 | 减仓 |
| NFLX | NETFLIX INC. | $27.24万 | 0.02% | 2,833 | 23 | 0.8% | $2,211 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $27.26万 | 0.02% | 5,465 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $27.37万 | 0.02% | 4,796 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $28.12万 | 0.02% | 2,640 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $28.45万 | 0.02% | 3,553 | -800 | -18.4% | -$6.41万 | 减仓 |
| LIN | LINDE PLC | $28.46万 | 0.02% | 574 | -137 | -19.3% | -$6.79万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $28.59万 | 0.02% | 1,442 | -58,426 | -97.6% | -$1,158.53万 | 减仓 |
| CTVA | CORTEVA INC | $29.37万 | 0.02% | 3,508 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $29.41万 | 0.02% | 5,179 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $30.07万 | 0.02% | 2,678 | -550 | -17.0% | -$6.17万 | 重新持有 |
| IVE | ISHARES TR | $30.30万 | 0.02% | 1,435 | -20 | -1.4% | -$4,223 | 减仓 |
| QCOM | QUALCOMM INC | $30.42万 | 0.02% | 2,362 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $30.45万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $31.51万 | 0.02% | 4,750 | 4,750 | — | $31.51万 | 新建仓 |
| XME | SPDR SERIES TRUST | $31.86万 | 0.02% | 2,950 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $32.31万 | 0.02% | 1,675 | -81 | -4.6% | -$1.56万 | 减仓 |
| GEV | GE VERNOVA INC | $33.00万 | 0.02% | 378 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK ETF TRUST | $33.01万 | 0.02% | 2,750 | -1,000 | -26.7% | -$12.00万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $34.01万 | 0.02% | 6,775 | -701 | -9.4% | -$3.52万 | 减仓 |
| GE | GE AEROSPACE | $34.45万 | 0.03% | 1,214 | 1 | 0.1% | $284 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $34.60万 | 0.03% | 10,318 | -1,420 | -12.1% | -$4.76万 | 减仓 |
| QQQ | INVESCO QQQ TR | $34.69万 | 0.03% | 601 | -60 | -9.1% | -$3.46万 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $35.19万 | 0.03% | 4,713 | 4,713 | — | $35.19万 | 新建仓 |
| T | AT&T INC | $36.17万 | 0.03% | 12,478 | -1,216 | -8.9% | -$3.53万 | 减仓 |
| EWJ | ISHARES INC | $36.24万 | 0.03% | 4,292 | 0 | 0.0% | — | 不变 |
| CLOZ | SERIES PORTFOLIOS TR | $37.04万 | 0.03% | 14,439 | -11,159 | -43.6% | -$28.62万 | 减仓 |
| TJX | TJX COS INC NEW | $37.18万 | 0.03% | 2,328 | -368 | -13.6% | -$5.88万 | 减仓 |
| SLVP | ISHARES INC | $37.62万 | 0.03% | 10,610 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $37.88万 | 0.03% | 2,195 | 0 | 0.0% | — | 不变 |
| SILJ | AMPLIFY ETF TR | $38.93万 | 0.03% | 13,100 | -4,500 | -25.6% | -$13.37万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $38.95万 | 0.03% | 1,357 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $39.30万 | 0.03% | 34,870 | 0 | 0.0% | — | 不变 |