BBR PARTNERS, LLC
NEW YORK NY · SEC CIK 0001352467
$21.32亿2026Q2 申报市值
250持仓数
70.0%前十大占比 · 第一大 37.6%
19 / 33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
IVV 加仓+$2,916.25万
IWF 加仓+$910.80万
VT 加仓+$784.17万
ACWI 加仓+$767.99万
VEA 加仓+$715.01万
2026Q2 卖出最多 按季末市值估算
DGRO 重新持有-$1,019.42万
AAPL 减仓-$184.90万
XLF 减仓-$121.69万
IRDM 重新持有-$95.87万
HUT 减仓-$92.84万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | $8.02亿 | 37.60% | 1,073,616 | 6,269 | 0.6% | $468.15万 | 加仓 |
| ILOW | AB ACTIVE ETFS INC | $2.21亿 | 10.35% | 4,856,373 | 128,175 | 2.7% | $582.68万 | 加仓 |
| IVV | ISHARES TR | $1.68亿 | 7.90% | 224,946 | 38,941 | 20.9% | $2,916.25万 | 加仓 |
| UPS | UNITED PARCEL SERVICE INC | $8,108.60万 | 3.80% | 754,288 | -2 | -0.0% | -$215 | 减仓 |
| AAPL | APPLE INC | $5,617.79万 | 2.63% | 194,145 | -6,390 | -3.2% | -$184.90万 | 减仓 |
| — | EXCHANGE LISTED FDS TR | $3,857.21万 | 1.81% | 1,281,464 | 32,513 | 2.6% | $97.86万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3,811.57万 | 1.79% | 55,497 | 4,892 | 9.7% | $335.99万 | 加仓 |
| VGT | VANGUARD WORLD FDS | $3,057.90万 | 1.43% | 255,848 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $2,997.89万 | 1.41% | 83,888 | 199 | 0.2% | $7.11万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,644.45万 | 1.24% | 124,287 | 1 | 0.0% | $213 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,584.36万 | 1.21% | 69,840 | -132 | -0.2% | -$4.88万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $2,306.95万 | 1.08% | 127,519 | -5 | -0.0% | -$905 | 减仓 |
| MSFT | MICROSOFT CORP | $2,159.18万 | 1.01% | 57,884 | -927 | -1.6% | -$34.58万 | 减仓 |
| GOOG | ALPHABET INC | $1,958.08万 | 0.92% | 55,418 | -1,105 | -2.0% | -$39.04万 | 减仓 |
| KKR | KKR & CO INC. | $1,935.14万 | 0.91% | 210,845 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $1,895.97万 | 0.89% | 115,418 | 10,405 | 9.9% | $170.92万 | 加仓 |
| ACWI | ISHARES TR | $1,762.32万 | 0.83% | 112,271 | 48,926 | 77.2% | $767.99万 | 加仓 |
| GLD | SPDR GOLD TRUST | $1,692.46万 | 0.79% | 45,943 | 1,417 | 3.2% | $52.20万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,622.36万 | 0.76% | 103,368 | 49,963 | 93.6% | $784.17万 | 加仓 |
| ABBV | ABBVIE INC | $1,349.17万 | 0.63% | 53,615 | -2 | -0.0% | -$503 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,330.54万 | 0.62% | 154,463 | 20,945 | 15.7% | $180.42万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,294.84万 | 0.61% | 154,608 | 72,350 | 88.0% | $605.93万 | 加仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $1,260.12万 | 0.59% | 354,265 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $1,213.34万 | 0.57% | 16,782 | -2 | -0.0% | -$1,446 | 减仓 |
| IYW | ISHARES TR | $1,089.36万 | 0.51% | 43,189 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $1,058.31万 | 0.50% | 85,231 | 73,351 | 617.4% | $910.80万 | 加仓 |
| AMZN | AMAZON COM INC | $1,048.46万 | 0.49% | 43,990 | -1,388 | -3.1% | -$33.08万 | 减仓 |
| — | EXXON MOBIL CORP | $1,005.28万 | 0.47% | 73,529 | -3 | -0.0% | -$410 | 减仓 |
| VEA | VANGUARD TAX MANAGED INTL FD | $967.23万 | 0.45% | 135,752 | 100,353 | 283.5% | $715.01万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $922.52万 | 0.43% | 18,436 | -301 | -1.6% | -$15.06万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $904.12万 | 0.42% | 27,621 | -707 | -2.5% | -$23.14万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $890.95万 | 0.42% | 8,809 | -141 | -1.6% | -$14.26万 | 减仓 |
| VO | VANGUARD INDEX FDS | $729.24万 | 0.34% | 90,510 | -38 | -0.0% | -$3,062 | 减仓 |
| WMT | WAL MART STORES INC | $712.94万 | 0.33% | 62,948 | -1,185 | -1.8% | -$13.42万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $708.91万 | 0.33% | 27,913 | -586 | -2.1% | -$14.88万 | 减仓 |
| MO | ALTRIA GROUP INC | $703.76万 | 0.33% | 97,812 | -2 | -0.0% | -$144 | 减仓 |
| EMXC | ISHARES INC | $694.88万 | 0.33% | 67,926 | 67,926 | — | $694.88万 | 新建仓 |
| AGG | ISHARES TR | $589.46万 | 0.28% | 59,553 | 43,134 | 262.7% | $426.94万 | 加仓 |
| — | MATTHEWS INTL FDS | $545.72万 | 0.26% | 184,461 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $525.20万 | 0.25% | 35,412 | 33,451 | 1,705.8% | $496.11万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $521.96万 | 0.24% | 74,672 | -74 | -0.1% | -$5,173 | 减仓 |
| UNP | UNION PACIFIC CORP | $499.99万 | 0.23% | 18,382 | -1,068 | -5.5% | -$29.05万 | 减仓 |
| OEF | ISHARES TR | $491.75万 | 0.23% | 13,441 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $482.59万 | 0.23% | 53,184 | -3,191 | -5.7% | -$28.96万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $462.24万 | 0.22% | 9,000 | -507 | -5.3% | -$26.04万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $452.62万 | 0.21% | 23,757 | 4 | 0.0% | $762 | 加仓 |
| DVY | ISHARES TR | $451.30万 | 0.21% | 28,874 | 25,185 | 682.7% | $393.64万 | 加仓 |
| IWN | ISHARES TR | $442.71万 | 0.21% | 20,014 | 1,565 | 8.5% | $34.62万 | 加仓 |
| IJH | ISHARES TR | $429.41万 | 0.20% | 55,688 | 55,688 | — | $429.41万 | 新建仓 |
| URTH | ISHARES INC | $428.21万 | 0.20% | 21,132 | -290 | -1.4% | -$5.88万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $418.04万 | 0.20% | 130,759 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $408.13万 | 0.19% | 70,562 | -4 | -0.0% | -$231 | 减仓 |
| DSI | ISHARES TR | $406.55万 | 0.19% | 28,552 | -954 | -3.2% | -$13.58万 | 减仓 |
| QTEC | FIRST TR NASDAQ 100 TECH IND | $397.90万 | 0.19% | 11,888 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $396.21万 | 0.19% | 10,057 | 894 | 9.8% | $35.22万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES 1 | $389.63万 | 0.18% | 5,291 | -50 | -0.9% | -$3.68万 | 减仓 |
| CAT | CATERPILLAR INC DEL | $388.90万 | 0.18% | 3,652 | -4 | -0.1% | -$4,260 | 减仓 |
| ABNB | AIRBNB INC | $380.56万 | 0.18% | 26,594 | -100 | -0.4% | -$1.43万 | 减仓 |
| BP | BP PLC | $379.08万 | 0.18% | 102,594 | 0 | 0.0% | — | 不变 |
| META | FACEBOOK INC | $370.08万 | 0.17% | 6,570 | -43 | -0.7% | -$2.42万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $367.79万 | 0.17% | 36,676 | -300 | -0.8% | -$3.01万 | 减仓 |
| — | DIGIMARC CORP NEW | $367.23万 | 0.17% | 446,750 | -70,549 | -13.6% | -$57.99万 | 减仓 |
| V | VISA INC | $361.38万 | 0.17% | 10,533 | -436 | -4.0% | -$14.96万 | 减仓 |
| INTC | INTEL CORP | $347.11万 | 0.16% | 24,859 | -5 | -0.0% | -$698 | 减仓 |
| ARCC | ARES CAP CORP COM | $330.14万 | 0.15% | 178,163 | 23,318 | 15.1% | $43.21万 | 加仓 |
| DOV | DOVER CORP | $313.99万 | 0.15% | 14,000 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $312.35万 | 0.15% | 19,765 | 19,765 | — | $312.35万 | 新建仓 |
| CVX | CHEVRON CORP | $295.64万 | 0.14% | 17,835 | -736 | -4.0% | -$12.20万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $295.23万 | 0.14% | 88,683 | 13,194 | 17.5% | $43.92万 | 加仓 |
| PH | PARKER HANNIFIN CORP | $290.40万 | 0.14% | 2,969 | -409 | -12.1% | -$40.01万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $288.92万 | 0.14% | 34,780 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $277.29万 | 0.13% | 23,437 | 36 | 0.2% | $4,259 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $265.61万 | 0.12% | 2,839 | -71 | -2.4% | -$6.64万 | 减仓 |
| NU | NU HLDGS LTD | $261.44万 | 0.12% | 195,689 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $255.03万 | 0.12% | 32,890 | 0 | 0.0% | — | 不变 |
| AXS | AXIS CAP HLDGS LTD | $251.29万 | 0.12% | 23,389 | 0 | 0.0% | — | 不变 |
| MLAB | MESA LABS INC | $250.82万 | 0.12% | 25,195 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $247.06万 | 0.12% | 30,400 | -1,506 | -4.7% | -$12.24万 | 减仓 |
| IWD | ISHARES TR | $246.28万 | 0.12% | 10,159 | 8,900 | 706.9% | $215.76万 | 加仓 |
| GE | GENERAL ELECTRIC CO | $238.85万 | 0.11% | 6,391 | -804 | -11.2% | -$30.05万 | 减仓 |
| HD | HOME DEPOT INC | $229.24万 | 0.11% | 6,500 | -283 | -4.2% | -$9.98万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $224.66万 | 0.11% | 3 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $224.35万 | 0.11% | 23,229 | 18,946 | 442.4% | $182.98万 | 重新持有 |
| PFG | PRINCIPAL FINL GROUP INC | $207.98万 | 0.10% | 19,297 | -1 | -0.0% | -$108 | 减仓 |
| AMGN | AMGEN INC | $202.06万 | 0.09% | 5,580 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $194.88万 | 0.09% | 16,591 | -102 | -0.6% | -$1.20万 | 减仓 |
| IVW | ISHARES TR | $193.94万 | 0.09% | 14,102 | -472 | -3.2% | -$6.49万 | 减仓 |
| CMI | CUMMINS INC | $191.35万 | 0.09% | 2,683 | -2 | -0.1% | -$1,426 | 减仓 |
| MCD | MCDONALDS CORP | $185.22万 | 0.09% | 6,852 | -504 | -6.9% | -$13.62万 | 减仓 |
| LLY | LILLY ELI & CO | $182.67万 | 0.09% | 1,523 | -118 | -7.2% | -$14.15万 | 减仓 |
| EIS | ISHARES INC | $180.97万 | 0.08% | 14,992 | 14,992 | — | $180.97万 | 新建仓 |
| TPG | TPG INC | $179.32万 | 0.08% | 44,221 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $178.20万 | 0.08% | 8,177 | -64 | -0.8% | -$1.39万 | 减仓 |
| IWR | ISHARES TR RUSSELL MIDCAP | $174.33万 | 0.08% | 15,802 | 15,802 | — | $174.33万 | 新建仓 |
| NFRA | FLEXSHARES TR | $167.25万 | 0.08% | 26,084 | 26,084 | — | $167.25万 | 新建仓 |
| GUNR | FLEXSHARES TR | $161.23万 | 0.08% | 32,718 | 32,718 | — | $161.23万 | 新建仓 |
| GEV | GE VERNOVA INC | $158.14万 | 0.07% | 1,346 | -203 | -13.1% | -$23.85万 | 减仓 |
| JSCP | P MORGAN EXCHANGE TRADED | $155.40万 | 0.07% | 32,962 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $154.93万 | 0.07% | 15,605 | -755 | -4.6% | -$7.50万 | 减仓 |
| SNOW | SNOWFLAKE INC | $150.82万 | 0.07% | 5,926 | 0 | 0.0% | — | 重新持有 |