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 |
|---|---|---|---|---|---|---|---|---|
| BLK | BLACKROCK INC | $130.77万 | 0.09% | 1,360 | -76 | -5.3% | -$7.31万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $130.21万 | 0.09% | 5,503 | 3 | 0.1% | $710 | 加仓 |
| DCRE | DOUBLELINE ETF TRUST | $121.76万 | 0.08% | 23,504 | -8,981 | -27.6% | -$46.53万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $120.20万 | 0.08% | 20,137 | 418 | 2.1% | $2.50万 | 加仓 |
| SLV | ISHARES SILVER TR | $117.95万 | 0.08% | 22,059 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $106.64万 | 0.07% | 2,461 | -90 | -3.5% | -$3.90万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $105.58万 | 0.07% | 3,120 | -927 | -22.9% | -$31.37万 | 减仓 |
| SIL | GLOBAL X FDS | $103.53万 | 0.07% | 13,365 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $100.84万 | 0.07% | 8,457 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $99.51万 | 0.07% | 11,446 | 377 | 3.4% | $3.28万 | 加仓 |
| AVGO | BROADCOM INC | $99.35万 | 0.06% | 2,630 | -20 | -0.8% | -$7,555 | 减仓 |
| TRP | TC ENERGY CORP | $96.30万 | 0.06% | 14,529 | -623 | -4.1% | -$4.13万 | 减仓 |
| COPX | GLOBAL X FDS | $93.58万 | 0.06% | 12,158 | 558 | 4.8% | $4.29万 | 加仓 |
| VIS | VANGUARD WORLD FD | $93.09万 | 0.06% | 2,583 | 0 | 0.0% | — | 不变 |
| HIFS | HINGHAM INSTN SVGS MASS | $92.33万 | 0.06% | 3,006 | -175 | -5.5% | -$5.38万 | 减仓 |
| SYBT | STOCK YDS BANCORP INC | $90.08万 | 0.06% | 11,780 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $87.38万 | 0.06% | 2,413 | -227 | -8.6% | -$8.22万 | 减仓 |
| DE | DEERE & CO | $86.65万 | 0.06% | 1,366 | -43 | -3.1% | -$2.73万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $84.32万 | 0.06% | 6,600 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $83.09万 | 0.05% | 2,517 | -19 | -0.7% | -$6,272 | 减仓 |
| HD | HOME DEPOT INC | $79.21万 | 0.05% | 2,246 | -93 | -4.0% | -$3.28万 | 减仓 |
| GLP | GLOBAL PARTNERS LP | $79.20万 | 0.05% | 17,000 | 1,500 | 9.7% | $6.99万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $77.81万 | 0.05% | 1,552 | -17 | -1.1% | -$8,523 | 减仓 |
| TSLA | TESLA INC | $74.45万 | 0.05% | 1,770 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $73.62万 | 0.05% | 3,378 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $72.02万 | 0.05% | 3,700 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $71.48万 | 0.05% | 3,668 | -113 | -3.0% | -$2.20万 | 减仓 |
| SO | SOUTHERN CO | $68.59万 | 0.04% | 7,166 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $66.56万 | 0.04% | 9,860 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $66.20万 | 0.04% | 15,720 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $65.36万 | 0.04% | 5,771 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $64.97万 | 0.04% | 5,540 | 0 | 0.0% | — | 不变 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $61.72万 | 0.04% | 17,525 | 3,000 | 20.7% | $10.57万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $61.28万 | 0.04% | 11,693 | 0 | 0.0% | — | 不变 |
| REMX | VANECK ETF TRUST | $60.23万 | 0.04% | 6,806 | 152 | 2.3% | $1.35万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $58.90万 | 0.04% | 4,305 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $58.56万 | 0.04% | 4,000 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $56.78万 | 0.04% | 23,579 | -54 | -0.2% | -$1,300 | 减仓 |
| MKC | MCCORMICK & CO INC | $56.70万 | 0.04% | 11,246 | -5,025 | -30.9% | -$25.34万 | 减仓 |
| EPI | WISDOMTREE TR | $55.91万 | 0.04% | 13,070 | 0 | 0.0% | — | 不变 |
| SBCF | SEACOAST BKG CORP FLA | $53.22万 | 0.03% | 16,005 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $52.91万 | 0.03% | 5,745 | -45 | -0.8% | -$4,144 | 减仓 |
| HON | HONEYWELL INTL INC | $51.74万 | 0.03% | 2,311 | -1,818 | -44.0% | -$40.71万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $51.62万 | 0.03% | 5,689 | -391 | -6.4% | -$3.55万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $51.09万 | 0.03% | 2,311 | 2,311 | — | $51.09万 | 新建仓 |
| DXJ | WISDOMTREE TR | $49.89万 | 0.03% | 2,875 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $49.77万 | 0.03% | 1,345 | -95 | -6.6% | -$3.52万 | 减仓 |
| SDY | SPDR SERIES TRUST | $48.39万 | 0.03% | 3,180 | -50 | -1.5% | -$7,609 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $47.66万 | 0.03% | 21,409 | 1,500 | 7.5% | $3.34万 | 加仓 |
| GE | GE AEROSPACE | $45.82万 | 0.03% | 1,226 | 12 | 1.0% | $4,485 | 加仓 |
| WFC | WELLS FARGO & CO | $45.44万 | 0.03% | 5,499 | -601 | -9.9% | -$4.97万 | 减仓 |
| ORCL | ORACLE CORP | $45.43万 | 0.03% | 3,100 | -45 | -1.4% | -$6,595 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $45.36万 | 0.03% | 12,596 | -4 | -0.0% | -$144 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $44.91万 | 0.03% | 535 | -20 | -3.6% | -$1.68万 | 减仓 |
| GEV | GE VERNOVA INC | $44.53万 | 0.03% | 379 | 1 | 0.3% | $1,175 | 加仓 |
| URA | GLOBAL X FDS | $44.00万 | 0.03% | 10,068 | 190 | 1.9% | $8,303 | 加仓 |
| QCOM | QUALCOMM INC | $43.65万 | 0.03% | 2,362 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $42.58万 | 0.03% | 3,220 | 542 | 20.2% | $7.17万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $42.17万 | 0.03% | 821 | -10 | -1.2% | -$5,136 | 减仓 |
| DIS | DISNEY WALT CO | $42.11万 | 0.03% | 4,375 | -187 | -4.1% | -$1.80万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $41.71万 | 0.03% | 5,682 | -245 | -4.1% | -$1.80万 | 减仓 |
| COP | CONOCOPHILLIPS | $41.00万 | 0.03% | 3,944 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $40.79万 | 0.03% | 3,100 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $40.03万 | 0.03% | 4,292 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $39.70万 | 0.03% | 14,675 | -5,659 | -27.8% | -$15.31万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $39.61万 | 0.03% | 1,259 | -98 | -7.2% | -$3.08万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $39.21万 | 0.03% | 7,383 | -4,356 | -37.1% | -$23.13万 | 减仓 |
| QQQ | INVESCO QQQ TR | $39.10万 | 0.03% | 531 | -70 | -11.6% | -$5.15万 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $37.51万 | 0.02% | 33,639 | -1,231 | -3.5% | -$1.37万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $36.84万 | 0.02% | 3,750 | 1,000 | 36.4% | $9.83万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $36.27万 | 0.02% | 6,607 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $36.10万 | 0.02% | 15,079 | -1,264 | -7.7% | -$3.03万 | 减仓 |
| EEM | ISHARES TR | $35.43万 | 0.02% | 5,179 | 0 | 0.0% | — | 不变 |
| SILJ | AMPLIFY ETF TR | $33.96万 | 0.02% | 13,100 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $33.69万 | 0.02% | 1,076 | -54 | -4.8% | -$1.69万 | 减仓 |
| TJX | TJX COS INC NEW | $33.15万 | 0.02% | 2,188 | -140 | -6.0% | -$2.12万 | 减仓 |
| SLVP | ISHARES INC | $32.71万 | 0.02% | 10,610 | 0 | 0.0% | — | 不变 |
| GNR | SPDR INDEX SHS FDS | $32.63万 | 0.02% | 4,848 | 135 | 2.9% | $9,087 | 加仓 |
| IVE | ISHARES TR | $32.58万 | 0.02% | 1,435 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $32.14万 | 0.02% | 1,968 | -9 | -0.5% | -$1,470 | 减仓 |
| RTX | RTX CORPORATION | $31.78万 | 0.02% | 1,675 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $31.71万 | 0.02% | 1,517 | -15 | -1.0% | -$3,136 | 减仓 |
| XME | SPDR SERIES TRUST | $31.54万 | 0.02% | 2,950 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $31.54万 | 0.02% | 2,685 | -359 | -11.8% | -$4.22万 | 减仓 |
| TER | TERADYNE INC | $31.45万 | 0.02% | 650 | 650 | — | $31.45万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $31.14万 | 0.02% | 3,442 | -111 | -3.1% | -$1.00万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $31.13万 | 0.02% | 10,750 | 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 |
| CTVA | CORTEVA INC | $29.71万 | 0.02% | 3,508 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $29.27万 | 0.02% | 564 | -10 | -1.7% | -$5,189 | 减仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $28.80万 | 0.02% | 911 | 911 | — | $28.80万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $28.13万 | 0.02% | 8,798 | -1,520 | -14.7% | -$4.86万 | 减仓 |
| SUB | ISHARES TR | $28.11万 | 0.02% | 2,640 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $27.64万 | 0.02% | 5,465 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $27.02万 | 0.02% | 4,796 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $26.89万 | 0.02% | 6,351 | -424 | -6.3% | -$1.80万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $26.77万 | 0.02% | 2,979 | -648 | -17.9% | -$5.82万 | 重新持有 |
| IWF | ISHARES TR | $26.32万 | 0.02% | 2,120 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC | $26.16万 | 0.02% | 14,840 | -676 | -4.4% | -$1.19万 | 减仓 |
| USFR | WISDOMTREE TR | $25.25万 | 0.02% | 5,015 | 0 | 0.0% | — | 不变 |