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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $123.67万 | 0.09% | 6,079 | 100 | 1.7% | $2.03万 | 加仓 |
| SIL | GLOBAL X FDS | $120.39万 | 0.09% | 13,365 | -3,810 | -22.2% | -$34.32万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $118.28万 | 0.09% | 5,500 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $106.58万 | 0.08% | 19,719 | 1,045 | 5.6% | $5.65万 | 加仓 |
| OKE | ONEOK INC NEW | $100.05万 | 0.07% | 11,069 | -3,157 | -22.2% | -$28.54万 | 减仓 |
| TRP | TC ENERGY CORP | $94.82万 | 0.07% | 15,152 | -775 | -4.9% | -$4.85万 | 减仓 |
| — | HONEYWELL INTL INC | $93.33万 | 0.07% | 4,129 | -791 | -16.1% | -$17.88万 | 减仓 |
| AMGN | AMGEN INC | $92.89万 | 0.07% | 2,640 | -481 | -15.4% | -$16.92万 | 减仓 |
| HIFS | HINGHAM INSTN SVGS MASS | $90.93万 | 0.07% | 3,181 | -114 | -3.5% | -$3.26万 | 减仓 |
| COPX | GLOBAL X FDS | $88.57万 | 0.06% | 11,600 | 2,300 | 24.7% | $17.56万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $86.91万 | 0.06% | 8,457 | -253 | -2.9% | -$2.60万 | 减仓 |
| RMD | RESMED INC | $84.88万 | 0.06% | 3,781 | -176 | -4.4% | -$3.95万 | 减仓 |
| MKC | MCCORMICK & CO INC | $82.07万 | 0.06% | 16,271 | -3,935 | -19.5% | -$19.85万 | 减仓 |
| AVGO | BROADCOM INC | $82.02万 | 0.06% | 2,650 | -5,951 | -69.2% | -$184.19万 | 减仓 |
| VIS | VANGUARD WORLD FD | $80.65万 | 0.06% | 2,583 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $79.37万 | 0.06% | 1,409 | -20 | -1.4% | -$1.13万 | 减仓 |
| SYBT | STOCK YDS BANCORP INC | $78.09万 | 0.06% | 11,780 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $77.12万 | 0.06% | 1,569 | -813 | -34.1% | -$39.96万 | 减仓 |
| HD | HOME DEPOT INC | $76.93万 | 0.06% | 2,339 | -776 | -24.9% | -$25.52万 | 减仓 |
| CG | CARLYLE GROUP INC | $76.07万 | 0.06% | 15,720 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO EXCH TRADED FD TR II | $75.84万 | 0.06% | 6,600 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $75.66万 | 0.05% | 3,700 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $73.97万 | 0.05% | 2,536 | -179 | -6.6% | -$5.22万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $71.91万 | 0.05% | 11,739 | 3,266 | 38.5% | $20.01万 | 加仓 |
| WMT | WALMART INC | $71.72万 | 0.05% | 5,771 | -75 | -1.3% | -$9,321 | 减仓 |
| SO | SOUTHERN CO | $69.17万 | 0.05% | 7,166 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $66.36万 | 0.05% | 23,633 | -5,238 | -18.1% | -$14.71万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $66.28万 | 0.05% | 3,378 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $65.80万 | 0.05% | 1,770 | -192 | -9.8% | -$7.14万 | 减仓 |
| GLP | GLOBAL PARTNERS LP | $65.25万 | 0.05% | 15,500 | -1,500 | -8.8% | -$6.32万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $64.06万 | 0.05% | 9,860 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $62.42万 | 0.05% | 6,080 | -861 | -12.4% | -$8.84万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $60.37万 | 0.04% | 5,540 | 0 | 0.0% | — | 不变 |
| REMX | VANECK ETF TRUST | $58.56万 | 0.04% | 6,654 | 1,284 | 23.9% | $11.30万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $58.38万 | 0.04% | 20,334 | -13,474 | -39.9% | -$38.68万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $56.43万 | 0.04% | 4,305 | 4,305 | — | $56.43万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $55.19万 | 0.04% | 11,693 | -4,445 | -27.5% | -$20.98万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $54.50万 | 0.04% | 2,551 | 0 | 0.0% | — | 不变 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $54.38万 | 0.04% | 14,525 | -3,000 | -17.1% | -$11.23万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $53.45万 | 0.04% | 5,790 | -465 | -7.4% | -$4.29万 | 减仓 |
| EPI | WISDOMTREE TR | $53.33万 | 0.04% | 13,070 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $52.06万 | 0.04% | 3,944 | -700 | -15.1% | -$9.24万 | 减仓 |
| IWP | ISHARES TR | $51.25万 | 0.04% | 4,000 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $48.56万 | 0.04% | 6,100 | 0 | 0.0% | — | 不变 |
| SBCF | SEACOAST BKG CORP FLA | $48.48万 | 0.04% | 16,005 | 325 | 2.1% | $9,844 | 加仓 |
| URA | GLOBAL X FDS | $47.84万 | 0.03% | 9,878 | -5,800 | -37.0% | -$28.09万 | 减仓 |
| — | ORLA MNG LTD NEW | $47.64万 | 0.03% | 29,720 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $47.14万 | 0.03% | 3,230 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $46.65万 | 0.03% | 12,600 | 12,600 | — | $46.65万 | 新建仓 |
| ORCL | ORACLE CORP | $46.27万 | 0.03% | 3,145 | -100 | -3.1% | -$1.47万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $46.20万 | 0.03% | 1,440 | -542 | -27.3% | -$17.39万 | 减仓 |
| DXJ | WISDOMTREE TR | $45.59万 | 0.03% | 2,875 | -600 | -17.3% | -$9.51万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $44.46万 | 0.03% | 19,909 | -1,500 | -7.0% | -$3.35万 | 减仓 |
| DIS | DISNEY WALT CO | $43.97万 | 0.03% | 4,562 | -1,762 | -27.9% | -$16.98万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $43.65万 | 0.03% | 5,927 | -162 | -2.7% | -$1.19万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $42.19万 | 0.03% | 3,100 | -447 | -12.6% | -$6.08万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $41.52万 | 0.03% | 831 | 90 | 12.1% | $4.50万 | 加仓 |
| FDX | FEDEX CORP | $40.25万 | 0.03% | 1,130 | 130 | 13.0% | $4.63万 | 加仓 |
| WY | WEYERHAEUSER CO | $39.93万 | 0.03% | 16,343 | -6,050 | -27.0% | -$14.78万 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $39.30万 | 0.03% | 34,870 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $38.95万 | 0.03% | 1,357 | 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 |
| AMT | AMERICAN TOWER CORP | $37.88万 | 0.03% | 2,195 | 0 | 0.0% | — | 不变 |
| SLVP | ISHARES INC | $37.62万 | 0.03% | 10,610 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $37.18万 | 0.03% | 2,328 | -368 | -13.6% | -$5.88万 | 减仓 |
| CLOZ | SERIES PORTFOLIOS TR | $37.04万 | 0.03% | 14,439 | -11,159 | -43.6% | -$28.62万 | 减仓 |
| EWJ | ISHARES INC | $36.24万 | 0.03% | 4,292 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $36.17万 | 0.03% | 12,478 | -1,216 | -8.9% | -$3.53万 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $35.19万 | 0.03% | 4,713 | 4,713 | — | $35.19万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $34.69万 | 0.03% | 601 | -60 | -9.1% | -$3.46万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $34.60万 | 0.03% | 10,318 | -1,420 | -12.1% | -$4.76万 | 减仓 |
| GE | GE AEROSPACE | $34.45万 | 0.03% | 1,214 | 1 | 0.1% | $284 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $34.01万 | 0.02% | 6,775 | -701 | -9.4% | -$3.52万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $33.01万 | 0.02% | 2,750 | -1,000 | -26.7% | -$12.00万 | 减仓 |
| GEV | GE VERNOVA INC | $33.00万 | 0.02% | 378 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $32.31万 | 0.02% | 1,675 | -81 | -4.6% | -$1.56万 | 减仓 |
| XME | SPDR SERIES TRUST | $31.86万 | 0.02% | 2,950 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $31.51万 | 0.02% | 4,750 | 4,750 | — | $31.51万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $30.45万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $30.42万 | 0.02% | 2,362 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $30.30万 | 0.02% | 1,435 | -20 | -1.4% | -$4,223 | 减仓 |
| ESGV | VANGUARD WORLD FD | $30.07万 | 0.02% | 2,678 | -550 | -17.0% | -$6.17万 | 重新持有 |
| EEM | ISHARES TR | $29.41万 | 0.02% | 5,179 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $29.37万 | 0.02% | 3,508 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $28.59万 | 0.02% | 1,442 | -58,426 | -97.6% | -$1,158.53万 | 减仓 |
| LIN | LINDE PLC | $28.46万 | 0.02% | 574 | -137 | -19.3% | -$6.79万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $28.45万 | 0.02% | 3,553 | -800 | -18.4% | -$6.41万 | 减仓 |
| SUB | ISHARES TR | $28.12万 | 0.02% | 2,640 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $27.37万 | 0.02% | 4,796 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $27.26万 | 0.02% | 5,465 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $27.24万 | 0.02% | 2,833 | 23 | 0.8% | $2,211 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $26.98万 | 0.02% | 10,750 | -1 | -0.0% | -$25 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $25.97万 | 0.02% | 760 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $25.75万 | 0.02% | 6,607 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $25.25万 | 0.02% | 5,015 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $25.21万 | 0.02% | 1,532 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $24.68万 | 0.02% | 1,728 | -75 | -4.2% | -$1.07万 | 减仓 |
| CSCO | CISCO SYS INC | $23.62万 | 0.02% | 3,044 | -170 | -5.3% | -$1.32万 | 减仓 |
| MCD | MCDONALDS CORP | $23.53万 | 0.02% | 757 | -238 | -23.9% | -$7.40万 | 减仓 |
| LOW | LOWES COS INC | $23.34万 | 0.02% | 988 | 0 | 0.0% | — | 不变 |