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 |
|---|---|---|---|---|---|---|---|---|
| WY | WEYERHAEUSER CO | $39.93万 | 0.03% | 16,343 | -6,050 | -27.0% | -$14.78万 | 减仓 |
| FDX | FEDEX CORP | $40.25万 | 0.03% | 1,130 | 130 | 13.0% | $4.63万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $41.52万 | 0.03% | 831 | 90 | 12.1% | $4.50万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $42.19万 | 0.03% | 3,100 | -447 | -12.6% | -$6.08万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $43.65万 | 0.03% | 5,927 | -162 | -2.7% | -$1.19万 | 减仓 |
| DIS | DISNEY WALT CO | $43.97万 | 0.03% | 4,562 | -1,762 | -27.9% | -$16.98万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $44.46万 | 0.03% | 19,909 | -1,500 | -7.0% | -$3.35万 | 减仓 |
| DXJ | WISDOMTREE TR | $45.59万 | 0.03% | 2,875 | -600 | -17.3% | -$9.51万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $46.20万 | 0.03% | 1,440 | -542 | -27.3% | -$17.39万 | 减仓 |
| ORCL | ORACLE CORP | $46.27万 | 0.03% | 3,145 | -100 | -3.1% | -$1.47万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $46.65万 | 0.03% | 12,600 | 12,600 | — | $46.65万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $47.14万 | 0.03% | 3,230 | 0 | 0.0% | — | 不变 |
| — | ORLA MNG LTD NEW | $47.64万 | 0.03% | 29,720 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $47.84万 | 0.03% | 9,878 | -5,800 | -37.0% | -$28.09万 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA | $48.48万 | 0.04% | 16,005 | 325 | 2.1% | $9,844 | 加仓 |
| WFC | WELLS FARGO & CO | $48.56万 | 0.04% | 6,100 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $51.25万 | 0.04% | 4,000 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $52.06万 | 0.04% | 3,944 | -700 | -15.1% | -$9.24万 | 减仓 |
| EPI | WISDOMTREE TR | $53.33万 | 0.04% | 13,070 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $53.45万 | 0.04% | 5,790 | -465 | -7.4% | -$4.29万 | 减仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $54.38万 | 0.04% | 14,525 | -3,000 | -17.1% | -$11.23万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $54.50万 | 0.04% | 2,551 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $55.19万 | 0.04% | 11,693 | -4,445 | -27.5% | -$20.98万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $56.43万 | 0.04% | 4,305 | 4,305 | — | $56.43万 | 新建仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $58.38万 | 0.04% | 20,334 | -13,474 | -39.9% | -$38.68万 | 减仓 |
| REMX | VANECK ETF TRUST | $58.56万 | 0.04% | 6,654 | 1,284 | 23.9% | $11.30万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $60.37万 | 0.04% | 5,540 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $62.42万 | 0.05% | 6,080 | -861 | -12.4% | -$8.84万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $64.06万 | 0.05% | 9,860 | 0 | 0.0% | — | 不变 |
| GLP | GLOBAL PARTNERS LP | $65.25万 | 0.05% | 15,500 | -1,500 | -8.8% | -$6.32万 | 减仓 |
| TSLA | TESLA INC | $65.80万 | 0.05% | 1,770 | -192 | -9.8% | -$7.14万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $66.28万 | 0.05% | 3,378 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $66.36万 | 0.05% | 23,633 | -5,238 | -18.1% | -$14.71万 | 减仓 |
| SO | SOUTHERN CO | $69.17万 | 0.05% | 7,166 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $71.72万 | 0.05% | 5,771 | -75 | -1.3% | -$9,321 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $71.91万 | 0.05% | 11,739 | 3,266 | 38.5% | $20.01万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $73.97万 | 0.05% | 2,536 | -179 | -6.6% | -$5.22万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $75.66万 | 0.05% | 3,700 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO EXCH TRADED FD TR II | $75.84万 | 0.06% | 6,600 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $76.07万 | 0.06% | 15,720 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $76.93万 | 0.06% | 2,339 | -776 | -24.9% | -$25.52万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $77.12万 | 0.06% | 1,569 | -813 | -34.1% | -$39.96万 | 减仓 |
| SYBT | STOCK YDS BANCORP INC | $78.09万 | 0.06% | 11,780 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $79.37万 | 0.06% | 1,409 | -20 | -1.4% | -$1.13万 | 减仓 |
| VIS | VANGUARD WORLD FD | $80.65万 | 0.06% | 2,583 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $82.02万 | 0.06% | 2,650 | -5,951 | -69.2% | -$184.19万 | 减仓 |
| MKC | MCCORMICK & CO INC | $82.07万 | 0.06% | 16,271 | -3,935 | -19.5% | -$19.85万 | 减仓 |
| RMD | RESMED INC | $84.88万 | 0.06% | 3,781 | -176 | -4.4% | -$3.95万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $86.91万 | 0.06% | 8,457 | -253 | -2.9% | -$2.60万 | 减仓 |
| COPX | GLOBAL X FDS | $88.57万 | 0.06% | 11,600 | 2,300 | 24.7% | $17.56万 | 加仓 |
| HIFS | HINGHAM INSTN SVGS MASS | $90.93万 | 0.07% | 3,181 | -114 | -3.5% | -$3.26万 | 减仓 |
| AMGN | AMGEN INC | $92.89万 | 0.07% | 2,640 | -481 | -15.4% | -$16.92万 | 减仓 |
| — | HONEYWELL INTL INC | $93.33万 | 0.07% | 4,129 | -791 | -16.1% | -$17.88万 | 减仓 |
| TRP | TC ENERGY CORP | $94.82万 | 0.07% | 15,152 | -775 | -4.9% | -$4.85万 | 减仓 |
| OKE | ONEOK INC NEW | $100.05万 | 0.07% | 11,069 | -3,157 | -22.2% | -$28.54万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $106.58万 | 0.08% | 19,719 | 1,045 | 5.6% | $5.65万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $118.28万 | 0.09% | 5,500 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X FDS | $120.39万 | 0.09% | 13,365 | -3,810 | -22.2% | -$34.32万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $123.67万 | 0.09% | 6,079 | 100 | 1.7% | $2.03万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $126.21万 | 0.09% | 19,695 | -1,140 | -5.5% | -$7.31万 | 减仓 |
| IWM | ISHARES TR | $128.02万 | 0.09% | 5,162 | -355 | -6.4% | -$8.80万 | 减仓 |
| CAT | CATERPILLAR INC | $129.72万 | 0.09% | 1,831 | -16 | -0.9% | -$1.13万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $130.14万 | 0.09% | 11,680 | -1,500 | -11.4% | -$16.71万 | 减仓 |
| BLK | BLACKROCK INC | $138.10万 | 0.10% | 1,436 | -90 | -5.9% | -$8.66万 | 减仓 |
| ABBV | ABBVIE INC | $141.65万 | 0.10% | 6,513 | -1,136 | -14.9% | -$24.71万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $143.21万 | 0.10% | 4,047 | -1,075 | -21.0% | -$38.04万 | 减仓 |
| LLY | ELI LILLY & CO | $143.85万 | 0.10% | 1,564 | -747 | -32.3% | -$68.71万 | 减仓 |
| SLV | ISHARES SILVER TR | $150.31万 | 0.11% | 22,059 | -4,787 | -17.8% | -$32.62万 | 减仓 |
| PLD | PROLOGIS INC. | $160.23万 | 0.12% | 12,122 | -1 | -0.0% | -$132 | 减仓 |
| FAST | FASTENAL CO | $166.07万 | 0.12% | 35,791 | -378 | -1.0% | -$1.75万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $166.13万 | 0.12% | 23,096 | -5,289 | -18.6% | -$38.04万 | 减仓 |
| EMR | EMERSON ELEC CO | $167.71万 | 0.12% | 12,800 | -50 | -0.4% | -$6,551 | 减仓 |
| DCRE | DOUBLELINE ETF TRUST | $168.79万 | 0.12% | 32,485 | -19,518 | -37.5% | -$101.42万 | 减仓 |
| HCI | HCI GROUP INC | $175.28万 | 0.13% | 11,337 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $179.30万 | 0.13% | 33,926 | -407 | -1.2% | -$2.15万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $185.02万 | 0.13% | 9,106 | -1,565 | -14.7% | -$31.80万 | 减仓 |
| ADBE | ADOBE INC | $188.44万 | 0.14% | 7,752 | -663 | -7.9% | -$16.12万 | 减仓 |
| SYK | STRYKER CORPORATION | $192.88万 | 0.14% | 5,870 | -1,693 | -22.4% | -$55.63万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $196.91万 | 0.14% | 44,080 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $202.85万 | 0.15% | 17,099 | -518 | -2.9% | -$6.15万 | 减仓 |
| MRK | MERCK & CO INC | $206.35万 | 0.15% | 17,154 | -25,395 | -59.7% | -$305.48万 | 减仓 |
| GDX | VANECK ETF TRUST | $220.28万 | 0.16% | 24,004 | -910 | -3.7% | -$8.35万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $228.40万 | 0.17% | 3,512 | -49 | -1.4% | -$3.19万 | 减仓 |
| TRGP | TARGA RES CORP | $241.58万 | 0.18% | 9,635 | -3,017 | -23.8% | -$75.65万 | 减仓 |
| KO | COCA COLA CO | $249.63万 | 0.18% | 32,824 | -3,719 | -10.2% | -$28.28万 | 减仓 |
| EEMX | SPDR INDEX SHS FDS | $254.50万 | 0.18% | 57,584 | 47,545 | 473.6% | $210.13万 | 加仓 |
| META | META PLATFORMS INC | $286.41万 | 0.21% | 5,006 | -563 | -10.1% | -$32.21万 | 减仓 |
| PEP | PEPSICO INC | $290.27万 | 0.21% | 18,692 | -7,436 | -28.5% | -$115.47万 | 减仓 |
| NVCT | NUVECTIS PHARMA INC | $292.68万 | 0.21% | 378,625 | -11,000 | -2.8% | -$8.50万 | 减仓 |
| PAYX | PAYCHEX INC | $298.14万 | 0.22% | 32,364 | -2,386 | -6.9% | -$21.98万 | 减仓 |
| FISV | FISERV INC | $300.43万 | 0.22% | 53,840 | -4,913 | -8.4% | -$27.41万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $300.85万 | 0.22% | 13,848 | -1,926 | -12.2% | -$41.84万 | 减仓 |
| MO | ALTRIA GROUP INC | $300.85万 | 0.22% | 45,590 | -1,923 | -4.0% | -$12.69万 | 减仓 |
| — | COHEN & STEERS SELECT PFD & | $311.82万 | 0.23% | 160,817 | -8,127 | -4.8% | -$15.76万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $323.55万 | 0.24% | 34,675 | -200 | -0.6% | -$1.87万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $349.37万 | 0.25% | 7,824 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $355.77万 | 0.26% | 197,428 | 197,428 | — | $355.77万 | 新建仓 |
| EOG | EOG RES INC | $362.96万 | 0.26% | 25,106 | -3,302 | -11.6% | -$47.74万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $394.86万 | 0.29% | 6,608 | 553 | 9.1% | $33.04万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $431.93万 | 0.31% | 26,124 | -667 | -2.5% | -$11.03万 | 减仓 |