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 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | $25.20万 | 0.02% | 1,805 | 1,805 | — | $25.20万 | 新建仓 |
| T | AT&T INC | $25.19万 | 0.02% | 12,170 | -308 | -2.5% | -$6,376 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $25.07万 | 0.02% | 760 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $25.06万 | 0.02% | 588 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $24.68万 | 0.02% | 3,200 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $24.59万 | 0.02% | 213 | 213 | — | $24.59万 | 新建仓 |
| HR | HEALTHCARE RLTY TR | $24.41万 | 0.02% | 12,100 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $24.04万 | 0.02% | 2,350 | 2,350 | — | $24.04万 | 新建仓 |
| CLOZ | SERIES PORTFOLIOS TR | $24.04万 | 0.02% | 9,098 | -5,341 | -37.0% | -$14.11万 | 减仓 |
| CMI | CUMMINS INC | $24.04万 | 0.02% | 337 | -102 | -23.2% | -$7.27万 | 重新持有 |
| MMM | 3M CO | $23.44万 | 0.02% | 1,448 | -100 | -6.5% | -$1.62万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $23.27万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $23.23万 | 0.02% | 5,950 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $22.93万 | 0.01% | 1,045 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $22.91万 | 0.01% | 2,750 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $22.89万 | 0.01% | 466 | -400 | -46.2% | -$19.65万 | 重新持有 |
| AXP | AMERICAN EXPRESS CO | $22.46万 | 0.01% | 664 | -8 | -1.2% | -$2,706 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $21.88万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $21.51万 | 0.01% | 3,420 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $21.24万 | 0.01% | 302 | 302 | — | $21.24万 | 新建仓 |
| USB | US BANCORP | $21.04万 | 0.01% | 3,483 | -880 | -20.2% | -$5.32万 | 重新持有 |
| WTM | WHITE MTNS INS GROUP LTD | $20.73万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $20.68万 | 0.01% | 286 | 286 | — | $20.68万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $20.49万 | 0.01% | 1,295 | -755 | -36.8% | -$11.95万 | 重新持有 |
| INTU | INTUIT | $20.41万 | 0.01% | 782 | -16,791 | -95.5% | -$438.25万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $20.35万 | 0.01% | 683 | 683 | — | $20.35万 | 新建仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $20.26万 | 0.01% | 1,762 | 1,762 | — | $20.26万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $20.12万 | 0.01% | 568 | -250 | -30.6% | -$8.86万 | 重新持有 |
| IBB | ISHARES TR | $20.10万 | 0.01% | 1,057 | -328 | -23.7% | -$6.24万 | 重新持有 |
| TFX | TELEFLEX INCORPORATED | $20.07万 | 0.01% | 1,583 | -270 | -14.6% | -$3.42万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $20.01万 | 0.01% | 300 | 300 | — | $20.01万 | 新建仓 |
| — | ORLA MNG LTD NEW | $19.28万 | 0.01% | 19,720 | -10,000 | -33.6% | -$9.78万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $13.39万 | 0.01% | 22,970 | -1,104 | -4.6% | -$6,436 | 减仓 |
| — | BEYOND AIR INC | $6,599 | 0.00% | 14,800 | 0 | 0.0% | — | 不变 |
| 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 |