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 |
|---|---|---|---|---|---|---|---|---|
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -1,242 | -100.0% | -$73.11万 | 清仓 |
| ITT | ITT INC | $0 | 0.00% | 0 | -3,451 | -100.0% | -$65.75万 | 清仓 |
| WAB | WABTEC | $0 | 0.00% | 0 | -2,544 | -100.0% | -$63.58万 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -8,518 | -100.0% | -$62.97万 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | -4,076 | -100.0% | -$62.16万 | 清仓 |
| VIK | VIKING HOLDINGS LTD | $0 | 0.00% | 0 | -8,458 | -100.0% | -$62.15万 | 清仓 |
| LH | LABCORP HOLDINGS INC | $0 | 0.00% | 0 | -2,044 | -100.0% | -$54.54万 | 清仓 |
| MKL | MARKEL GROUP INC | $0 | 0.00% | 0 | -272 | -100.0% | -$52.06万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -11,215 | -100.0% | -$50.80万 | 清仓 |
| AMX | AMERICA MOVIL SAB DE CV | $0 | 0.00% | 0 | -19,876 | -100.0% | -$50.64万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -5,543 | -100.0% | -$47.05万 | 清仓 |
| SCI | SERVICE CORP INTL | $0 | 0.00% | 0 | -5,608 | -100.0% | -$46.27万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -2,005 | -100.0% | -$44.34万 | 清仓 |
| EME | EMCOR GROUP INC | $0 | 0.00% | 0 | -571 | -100.0% | -$42.16万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -5,996 | -100.0% | -$39.10万 | 清仓 |
| KBE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -6,200 | -100.0% | -$36.92万 | 清仓 |
| ITUB | ITAU UNIBANCO HOLDING SA | $0 | 0.00% | 0 | -42,522 | -100.0% | -$35.63万 | 清仓 |
| CNM | CORE & MAIN INC | $0 | 0.00% | 0 | -6,983 | -100.0% | -$34.50万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -5,170 | -100.0% | -$33.72万 | 清仓 |
| CLH | CLEAN HARBORS INC | $0 | 0.00% | 0 | -1,105 | -100.0% | -$31.68万 | 清仓 |
| SIG | SIGNET JEWELERS LIMITED | $0 | 0.00% | 0 | -3,637 | -100.0% | -$30.78万 | 清仓 |
| PBR | PETROLEO BRASILEIRO S A | $0 | 0.00% | 0 | -14,290 | -100.0% | -$29.65万 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $0 | 0.00% | 0 | -1,705 | -100.0% | -$28.31万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -2,941 | -100.0% | -$27.09万 | 清仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -6,551 | -100.0% | -$26.02万 | 清仓 |
| VALE | VALE S A | $0 | 0.00% | 0 | -15,600 | -100.0% | -$24.82万 | 清仓 |
| MIDD | MIDDLEBY CORP | $0 | 0.00% | 0 | -1,696 | -100.0% | -$22.49万 | 清仓 |
| SHAK | SHAKE SHACK INC | $0 | 0.00% | 0 | -2,500 | -100.0% | -$22.12万 | 清仓 |
| CPAY | CORPAY INC | $0 | 0.00% | 0 | -726 | -100.0% | -$21.13万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -1,552 | -100.0% | -$20.33万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,827 | -100.0% | -$20.25万 | 清仓 |
| SAN | BANCO SANTANDER SA | $0 | 0.00% | 0 | -11,548 | -100.0% | -$13.03万 | 清仓 |
| — | VIVOPOWER PLC | $0 | 0.00% | 0 | -53,566 | -100.0% | -$12.32万 | 清仓 |
| — | DOCGO INC | $4.43万 | 0.00% | 85,804 | 0 | 0.0% | — | 不变 |
| — | MARTI TECHNOLOGIES INC | $4.58万 | 0.00% | 35,000 | 0 | 0.0% | — | 不变 |
| — | ODYSSEY MARINE EXPL INC | $5.15万 | 0.00% | 60,616 | 0 | 0.0% | — | 不变 |
| CMTG | CLAROS MTG TR INC | $5.88万 | 0.00% | 25,000 | 8,000 | 47.1% | $1.88万 | 加仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $6.02万 | 0.00% | 28,952 | 0 | 0.0% | — | 不变 |
| — | METAGENOMI INC | $6.36万 | 0.00% | 53,403 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $11.20万 | 0.01% | 10,305 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $11.82万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| LFST | LIFESTANCE HEALTH GROUP INC | $13.79万 | 0.01% | 12,873 | 0 | 0.0% | — | 不变 |
| KVYO | KLAVIYO INC | $17.49万 | 0.01% | 11,584 | 0 | 0.0% | — | 不变 |
| SLDP | SOLID POWER INC | $19.47万 | 0.01% | 75,157 | 0 | 0.0% | — | 不变 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $20.23万 | 0.01% | 5,500 | 5,500 | — | $20.23万 | 新建仓 |
| SLG | SL GREEN RLTY CORP | $20.65万 | 0.01% | 3,988 | 3,988 | — | $20.65万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $21.07万 | 0.01% | 507 | -342 | -40.3% | -$14.21万 | 重新持有 |
| EFX | EQUIFAX INC | $21.16万 | 0.01% | 1,333 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $21.92万 | 0.01% | 18,432 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $21.95万 | 0.01% | 5,000 | 0 | 0.0% | — | 重新持有 |
| AMT | AMERICAN TOWER CORP NEW | $22.07万 | 0.01% | 1,349 | -176 | -11.5% | -$2.88万 | 减仓 |
| NFLX | NETFLIX INC | $22.56万 | 0.01% | 3,160 | 390 | 14.1% | $2.78万 | 加仓 |
| NVS | NOVARTIS A G | $22.72万 | 0.01% | 1,450 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $22.87万 | 0.01% | 676 | -707 | -51.1% | -$23.92万 | 减仓 |
| IWB | ISHARES TR | $23.10万 | 0.01% | 564 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $23.29万 | 0.01% | 2,494 | 96 | 4.0% | $8,967 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $23.56万 | 0.01% | 6,060 | -576 | -8.7% | -$2.24万 | 减仓 |
| QCOM | QUALCOMM INC | $24.04万 | 0.01% | 1,301 | -122 | -8.6% | -$2.25万 | 重新持有 |
| ORCL | ORACLE CORP | $24.62万 | 0.01% | 1,680 | -6 | -0.4% | -$879 | 减仓 |
| — | LOCAL BOUNTI CORP | $25.12万 | 0.01% | 194,696 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR | $25.34万 | 0.01% | 2,213 | -1 | -0.0% | -$114 | 减仓 |
| EWC | ISHARES INC | $25.52万 | 0.01% | 4,427 | 0 | 0.0% | — | 不变 |
| SLB | SCHLUMBERGER LTD | $25.77万 | 0.01% | 5,544 | -16 | -0.3% | -$744 | 减仓 |
| BSVO | EA SERIES TRUST | $26.40万 | 0.01% | 9,045 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES TR | $26.41万 | 0.01% | 5,723 | 0 | 0.0% | — | 不变 |
| GVI | ISHARES TR | $26.59万 | 0.01% | 2,506 | 0 | 0.0% | — | 不变 |
| GPIQ | GOLDMAN SACHS ETF TR | $26.69万 | 0.01% | 4,500 | 4,500 | — | $26.69万 | 新建仓 |
| HSY | HERSHEY CO | $26.74万 | 0.01% | 1,524 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $26.98万 | 0.01% | 2,785 | -1 | -0.0% | -$97 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $27.47万 | 0.01% | 1,936 | 0 | 0.0% | — | 不变 |
| RAMP | LIVERAMP HLDGS INC | $28.23万 | 0.01% | 7,500 | 0 | 0.0% | — | 重新持有 |
| GRND | GRINDR INC | $28.74万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| KN | KNOWLES CORP | $29.04万 | 0.01% | 7,000 | 7,000 | — | $29.04万 | 新建仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $29.24万 | 0.01% | 5,331 | -17,478 | -76.6% | -$95.87万 | 重新持有 |
| DGRO | ISHARES TR | $29.44万 | 0.01% | 3,885 | -134,506 | -97.2% | -$1,019.42万 | 重新持有 |
| USHY | ISHARES TR | $29.62万 | 0.01% | 8,000 | 8,000 | — | $29.62万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $29.94万 | 0.01% | 808 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $30.02万 | 0.01% | 1,843 | -5 | -0.3% | -$814 | 减仓 |
| PEP | PEPSICO INC | $30.34万 | 0.01% | 2,241 | -1,171 | -34.3% | -$15.86万 | 减仓 |
| MUB | ISHARES TR | $30.89万 | 0.01% | 2,870 | 0 | 0.0% | — | 不变 |
| GSEW | GOLDMAN SACHS ETF TR | $31.57万 | 0.01% | 3,344 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $31.70万 | 0.01% | 7,722 | 2,498 | 47.8% | $10.25万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $31.77万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $31.96万 | 0.01% | 1,500 | -150 | -9.1% | -$3.20万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $33.14万 | 0.02% | 12,430 | -75 | -0.6% | -$2,000 | 减仓 |
| FNF | FIDELITY NATIONAL FINANCIAL | $33.58万 | 0.02% | 7,121 | 0 | 0.0% | — | 不变 |
| CBRS | CEREBRAS SYSTEMS INC | $34.81万 | 0.02% | 1,575 | 1,575 | — | $34.81万 | 新建仓 |
| BITB | BITWISE BITCOIN ETF TR | $35.05万 | 0.02% | 11,000 | -11,000 | -50.0% | -$35.05万 | 减仓 |
| MTUM | ISHARES TR | $35.83万 | 0.02% | 1,045 | 0 | 0.0% | — | 重新持有 |
| ACWX | ISHARES TR | $36.48万 | 0.02% | 4,793 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMER CORP | $36.66万 | 0.02% | 6,433 | -731 | -10.2% | -$4.17万 | 减仓 |
| MMM | 3M CO | $36.80万 | 0.02% | 2,273 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $37.55万 | 0.02% | 737 | -1 | -0.1% | -$509 | 减仓 |
| EFA | ISHARES TR | $38.29万 | 0.02% | 3,686 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $39.46万 | 0.02% | 1,651 | 1 | 0.1% | $239 | 加仓 |
| U | UNITY SOFTWARE INC | $39.77万 | 0.02% | 13,917 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $41.27万 | 0.02% | 1,361 | -8 | -0.6% | -$2,426 | 减仓 |
| PSA | PUBLIC STORAGE | $43.15万 | 0.02% | 1,356 | 12 | 0.9% | $3,819 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $43.28万 | 0.02% | 9,757 | 23 | 0.2% | $1,020 | 加仓 |
| EEMA | ISHARES INC | $44.47万 | 0.02% | 3,802 | 0 | 0.0% | — | 不变 |