BALDWIN WEALTH PARTNERS LLC/MA
Marion MA · SEC CIK 0001021258
$15.29亿2026Q2 申报市值
234持仓数
45.3%前十大占比 · 第一大 6.7%
15 / 10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
FBCG 新建仓+$986.16万
CRH 新建仓+$938.57万
NVDA 加仓+$931.86万
UNP 加仓+$700.56万
TSM 新建仓+$528.81万
2026Q2 卖出最多 按季末市值估算
KLAC 减仓-$1,303.03万
URI 减仓-$704.66万
VEEV 减仓-$475.97万
INTU 减仓-$438.25万
GBIL 减仓-$390.69万
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 |
|---|---|---|---|---|---|---|---|---|
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -2,195 | -100.0% | -$37.88万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -4,750 | -100.0% | -$31.51万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,442 | -100.0% | -$28.59万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -1,728 | -100.0% | -$24.68万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -757 | -100.0% | -$23.53万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -988 | -100.0% | -$23.34万 | 清仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | -182 | -100.0% | -$22.95万 | 清仓 |
| MINT | PIMCO ETF TR | $0 | 0.00% | 0 | -2,265 | -100.0% | -$22.78万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,418 | -100.0% | -$20.74万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,211 | -100.0% | -$20.26万 | 清仓 |
| — | BEYOND AIR INC | $6,599 | 0.00% | 14,800 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $13.39万 | 0.01% | 22,970 | -1,104 | -4.6% | -$6,436 | 减仓 |
| — | ORLA MNG LTD NEW | $19.28万 | 0.01% | 19,720 | -10,000 | -33.6% | -$9.78万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $20.01万 | 0.01% | 300 | 300 | — | $20.01万 | 新建仓 |
| TFX | TELEFLEX INCORPORATED | $20.07万 | 0.01% | 1,583 | -270 | -14.6% | -$3.42万 | 减仓 |
| IBB | ISHARES TR | $20.10万 | 0.01% | 1,057 | -328 | -23.7% | -$6.24万 | 重新持有 |
| GD | GENERAL DYNAMICS CORP | $20.12万 | 0.01% | 568 | -250 | -30.6% | -$8.86万 | 重新持有 |
| CM | CANADIAN IMPERIAL BANK OF CO | $20.26万 | 0.01% | 1,762 | 1,762 | — | $20.26万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $20.35万 | 0.01% | 683 | 683 | — | $20.35万 | 新建仓 |
| INTU | INTUIT | $20.41万 | 0.01% | 782 | -16,791 | -95.5% | -$438.25万 | 减仓 |
| XBI | SPDR SERIES TRUST | $20.49万 | 0.01% | 1,295 | -755 | -36.8% | -$11.95万 | 重新持有 |
| AMAT | APPLIED MATLS INC | $20.68万 | 0.01% | 286 | 286 | — | $20.68万 | 新建仓 |
| WTM | WHITE MTNS INS GROUP LTD | $20.73万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $21.04万 | 0.01% | 3,483 | -880 | -20.2% | -$5.32万 | 重新持有 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $21.24万 | 0.01% | 302 | 302 | — | $21.24万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $21.51万 | 0.01% | 3,420 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS L | $21.88万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $22.46万 | 0.01% | 664 | -8 | -1.2% | -$2,706 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $22.89万 | 0.01% | 466 | -400 | -46.2% | -$19.65万 | 重新持有 |
| BHP | BHP BILLITON LIMITED | $22.91万 | 0.01% | 2,750 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $22.93万 | 0.01% | 1,045 | 0 | 0.0% | — | 不变 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $23.23万 | 0.02% | 5,950 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $23.27万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $23.44万 | 0.02% | 1,448 | -100 | -6.5% | -$1.62万 | 减仓 |
| CMI | CUMMINS INC | $24.04万 | 0.02% | 337 | -102 | -23.2% | -$7.27万 | 重新持有 |
| CLOZ | SERIES PORTFOLIOS TR | $24.04万 | 0.02% | 9,098 | -5,341 | -37.0% | -$14.11万 | 减仓 |
| EMXC | ISHARES INC | $24.04万 | 0.02% | 2,350 | 2,350 | — | $24.04万 | 新建仓 |
| HR | HEALTHCARE RLTY TR | $24.41万 | 0.02% | 12,100 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $24.59万 | 0.02% | 213 | 213 | — | $24.59万 | 新建仓 |
| IJH | ISHARES TR | $24.68万 | 0.02% | 3,200 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $25.06万 | 0.02% | 588 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC | $25.07万 | 0.02% | 760 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $25.19万 | 0.02% | 12,170 | -308 | -2.5% | -$6,376 | 减仓 |
| INTC | INTEL CORP | $25.20万 | 0.02% | 1,805 | 1,805 | — | $25.20万 | 新建仓 |
| USFR | WISDOMTREE TR | $25.25万 | 0.02% | 5,015 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC | $26.16万 | 0.02% | 14,840 | -676 | -4.4% | -$1.19万 | 减仓 |
| IWF | ISHARES TR | $26.32万 | 0.02% | 2,120 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $26.77万 | 0.02% | 2,979 | -648 | -17.9% | -$5.82万 | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INC | $26.89万 | 0.02% | 6,351 | -424 | -6.3% | -$1.80万 | 减仓 |
| MPLX | MPLX LP | $27.02万 | 0.02% | 4,796 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $27.64万 | 0.02% | 5,465 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $28.11万 | 0.02% | 2,640 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $28.13万 | 0.02% | 8,798 | -1,520 | -14.7% | -$4.86万 | 减仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $28.80万 | 0.02% | 911 | 911 | — | $28.80万 | 新建仓 |
| LIN | LINDE PLC | $29.27万 | 0.02% | 564 | -10 | -1.7% | -$5,189 | 减仓 |
| CTVA | CORTEVA INC | $29.71万 | 0.02% | 3,508 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $29.83万 | 0.02% | 1,681 | -26,820 | -94.1% | -$475.97万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $31.13万 | 0.02% | 10,750 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $31.14万 | 0.02% | 3,442 | -111 | -3.1% | -$1.00万 | 减仓 |
| TER | TERADYNE INC | $31.45万 | 0.02% | 650 | 650 | — | $31.45万 | 新建仓 |
| CSCO | CISCO SYS INC | $31.54万 | 0.02% | 2,685 | -359 | -11.8% | -$4.22万 | 减仓 |
| XME | SPDR SERIES TRUST | $31.54万 | 0.02% | 2,950 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $31.71万 | 0.02% | 1,517 | -15 | -1.0% | -$3,136 | 减仓 |
| RTX | RTX CORPORATION | $31.78万 | 0.02% | 1,675 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $32.14万 | 0.02% | 1,968 | -9 | -0.5% | -$1,470 | 减仓 |
| IVE | ISHARES TR | $32.58万 | 0.02% | 1,435 | 0 | 0.0% | — | 不变 |
| GNR | SPDR INDEX SHS FDS | $32.63万 | 0.02% | 4,848 | 135 | 2.9% | $9,087 | 加仓 |
| SLVP | ISHARES INC | $32.71万 | 0.02% | 10,610 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $33.15万 | 0.02% | 2,188 | -140 | -6.0% | -$2.12万 | 减仓 |
| FDX | FEDEX CORP | $33.69万 | 0.02% | 1,076 | -54 | -4.8% | -$1.69万 | 减仓 |
| SILJ | AMPLIFY ETF TR | $33.96万 | 0.02% | 13,100 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $35.43万 | 0.02% | 5,179 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $36.10万 | 0.02% | 15,079 | -1,264 | -7.7% | -$3.03万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $36.27万 | 0.02% | 6,607 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK ETF TRUST | $36.84万 | 0.02% | 3,750 | 1,000 | 36.4% | $9.83万 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $37.51万 | 0.02% | 33,639 | -1,231 | -3.5% | -$1.37万 | 减仓 |
| QQQ | INVESCO QQQ TR | $39.10万 | 0.03% | 531 | -70 | -11.6% | -$5.15万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $39.21万 | 0.03% | 7,383 | -4,356 | -37.1% | -$23.13万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $39.61万 | 0.03% | 1,259 | -98 | -7.2% | -$3.08万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $39.70万 | 0.03% | 14,675 | -5,659 | -27.8% | -$15.31万 | 减仓 |
| EWJ | ISHARES INC | $40.03万 | 0.03% | 4,292 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $40.79万 | 0.03% | 3,100 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $41.00万 | 0.03% | 3,944 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $41.71万 | 0.03% | 5,682 | -245 | -4.1% | -$1.80万 | 减仓 |
| DIS | DISNEY WALT CO | $42.11万 | 0.03% | 4,375 | -187 | -4.1% | -$1.80万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $42.17万 | 0.03% | 821 | -10 | -1.2% | -$5,136 | 减仓 |
| ESGV | VANGUARD WORLD FD | $42.58万 | 0.03% | 3,220 | 542 | 20.2% | $7.17万 | 加仓 |
| QCOM | QUALCOMM INC | $43.65万 | 0.03% | 2,362 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $44.00万 | 0.03% | 10,068 | 190 | 1.9% | $8,303 | 加仓 |
| GEV | GE VERNOVA INC | $44.53万 | 0.03% | 379 | 1 | 0.3% | $1,175 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $44.91万 | 0.03% | 535 | -20 | -3.6% | -$1.68万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $45.36万 | 0.03% | 12,596 | -4 | -0.0% | -$144 | 减仓 |
| ORCL | ORACLE CORP | $45.43万 | 0.03% | 3,100 | -45 | -1.4% | -$6,595 | 减仓 |
| WFC | WELLS FARGO & CO | $45.44万 | 0.03% | 5,499 | -601 | -9.9% | -$4.97万 | 减仓 |
| GE | GE AEROSPACE | $45.82万 | 0.03% | 1,226 | 12 | 1.0% | $4,485 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $47.66万 | 0.03% | 21,409 | 1,500 | 7.5% | $3.34万 | 加仓 |
| SDY | SPDR SERIES TRUST | $48.39万 | 0.03% | 3,180 | -50 | -1.5% | -$7,609 | 减仓 |
| VTI | VANGUARD INDEX FDS | $49.77万 | 0.03% | 1,345 | -95 | -6.6% | -$3.52万 | 减仓 |
| DXJ | WISDOMTREE TR | $49.89万 | 0.03% | 2,875 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $51.09万 | 0.03% | 2,311 | 2,311 | — | $51.09万 | 新建仓 |