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 |
|---|---|---|---|---|---|---|---|---|
| IGF | ISHARES TR | $44.47万 | 0.02% | 6,677 | 6,677 | — | $44.47万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $44.90万 | 0.02% | 6,222 | -1,148 | -15.6% | -$8.28万 | 减仓 |
| PFE | PFIZER INC | $45.15万 | 0.02% | 18,751 | -409 | -2.1% | -$9,849 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $45.83万 | 0.02% | 2,474 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP NEW | $46.15万 | 0.02% | 5,002 | -1 | -0.0% | -$92 | 减仓 |
| IEMG | ISHARES INC | $46.27万 | 0.02% | 5,586 | 1,723 | 44.6% | $14.27万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $46.51万 | 0.02% | 1,373 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $47.72万 | 0.02% | 5,267 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $48.53万 | 0.02% | 1,120 | -31 | -2.7% | -$1.34万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $48.62万 | 0.02% | 4,146 | 0 | 0.0% | — | 不变 |
| DMLP | DORCHESTER MINERALS LP | $49.13万 | 0.02% | 19,456 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $49.67万 | 0.02% | 855 | -115 | -11.9% | -$6.68万 | 重新持有 |
| DFIV | DIMENSIONAL ETF TRUST | $50.24万 | 0.02% | 9,300 | 9,300 | — | $50.24万 | 新建仓 |
| DIS | DISNEY WALT CO | $51.18万 | 0.02% | 5,317 | -5,529 | -51.0% | -$53.22万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $51.22万 | 0.02% | 8,889 | -1 | -0.0% | -$58 | 减仓 |
| VOX | VANGUARD WORLD FDS | $52.90万 | 0.02% | 2,876 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $53.06万 | 0.02% | 4,834 | 499 | 11.5% | $5.48万 | 加仓 |
| STUB | STUBHUB HLDGS INC | $53.09万 | 0.02% | 41,248 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $53.93万 | 0.03% | 1,626 | -4 | -0.2% | -$1,327 | 减仓 |
| BLK | BLACKROCK INC | $54.04万 | 0.03% | 562 | -128 | -18.6% | -$12.31万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $54.64万 | 0.03% | 1,190 | -56 | -4.5% | -$2.57万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $56.49万 | 0.03% | 10,537 | -22,700 | -68.3% | -$121.69万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $58.91万 | 0.03% | 4,852 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $59.40万 | 0.03% | 25,148 | -6 | -0.0% | -$142 | 减仓 |
| QUAL | ISHARES TR | $59.58万 | 0.03% | 2,715 | -229 | -7.8% | -$5.02万 | 重新持有 |
| TSLA | TESLA INC | $60.02万 | 0.03% | 1,427 | -4 | -0.3% | -$1,682 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $60.15万 | 0.03% | 16,363 | -1,972 | -10.8% | -$7.25万 | 减仓 |
| VEEV | VEEVA SYS INC | $60.18万 | 0.03% | 3,391 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC. | $60.93万 | 0.03% | 1,613 | -621 | -27.8% | -$23.46万 | 减仓 |
| ALB | ALBEMARLE CORP | $61.71万 | 0.03% | 4,570 | -3 | -0.1% | -$405 | 减仓 |
| ACEL | ACCEL ENTMT INC | $62.55万 | 0.03% | 49,606 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS EURO STOXX | $62.55万 | 0.03% | 9,108 | 0 | 0.0% | — | 不变 |
| BKLC | BNY MELLON ETF TRUST | $64.77万 | 0.03% | 4,517 | 4,517 | — | $64.77万 | 新建仓 |
| EZU | ISHARES INC | $65.69万 | 0.03% | 9,452 | -786 | -7.7% | -$5.46万 | 减仓 |
| STT | STATE STR CORP | $66.14万 | 0.03% | 3,900 | 0 | 0.0% | — | 不变 |
| NBN | NORTHEAST BK LEWISTON ME | $66.27万 | 0.03% | 5,000 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP | $67.84万 | 0.03% | 3,500 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $68.53万 | 0.03% | 26,727 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $69.00万 | 0.03% | 12,956 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $70.48万 | 0.03% | 3,416 | -4 | -0.1% | -$825 | 减仓 |
| GLP | GLOBAL PARTNERS LP | $71.57万 | 0.03% | 15,361 | 0 | 0.0% | — | 不变 |
| SOC | SABLE OFFSHORE CORP | $72.66万 | 0.03% | 235,907 | 186,065 | 373.3% | $57.31万 | 加仓 |
| EWJ | ISHARES INC | $76.52万 | 0.04% | 8,204 | -1,340 | -14.0% | -$12.50万 | 减仓 |
| TOST | TOAST INC | $76.92万 | 0.04% | 27,649 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $77.34万 | 0.04% | 6,500 | 6,500 | — | $77.34万 | 新建仓 |
| SMH | VANECK ETF TRUST | $77.85万 | 0.04% | 1,187 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $79.81万 | 0.04% | 13,370 | -1,286 | -8.8% | -$7.68万 | 减仓 |
| CART | MAPLEBEAR INC | $80.01万 | 0.04% | 16,897 | -100 | -0.6% | -$4,735 | 减仓 |
| SHOP | SHOPIFY INC | $80.31万 | 0.04% | 7,034 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $81.78万 | 0.04% | 2,722 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $84.49万 | 0.04% | 2,127 | 0 | 0.0% | — | 不变 |
| BXSL | BLACKSTONE SECD LENDING FD | $85.25万 | 0.04% | 35,954 | 993 | 2.8% | $2.35万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $87.02万 | 0.04% | 13,895 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $88.52万 | 0.04% | 10,085 | -867 | -7.9% | -$7.61万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $92.69万 | 0.04% | 11,366 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX COR | $92.73万 | 0.04% | 17,052 | 0 | 0.0% | — | 不变 |
| HUT | HUT 8 CORP | $92.85万 | 0.04% | 8,043 | -8,042 | -50.0% | -$92.84万 | 减仓 |
| NTRS | NORTHERN TR CORP | $93.06万 | 0.04% | 5,353 | -1 | -0.0% | -$174 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $94.93万 | 0.04% | 23,341 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $96.94万 | 0.05% | 10,053 | 10,053 | — | $96.94万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $97.93万 | 0.05% | 18,710 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO NEW | $98.30万 | 0.05% | 11,895 | -4 | -0.0% | -$331 | 减仓 |
| AMLP | ALPS ETF TR | $102.35万 | 0.05% | 19,739 | 0 | 0.0% | — | 不变 |
| SMMD | ISHARES TR | $102.68万 | 0.05% | 11,206 | 0 | 0.0% | — | 不变 |
| LION | LIONSGATE STUDIOS CORP | $108.68万 | 0.05% | 70,984 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC NEW | $110.21万 | 0.05% | 8,577 | -406 | -4.5% | -$5.22万 | 减仓 |
| VIG | VANGUARD GROUP | $114.57万 | 0.05% | 4,842 | 3,325 | 219.2% | $78.68万 | 加仓 |
| — | AEVA TECHNOLOGIES INC | $114.91万 | 0.05% | 40,010 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $118.05万 | 0.06% | 4,198 | -3 | -0.1% | -$844 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $118.58万 | 0.06% | 5,295 | -402 | -7.1% | -$9.00万 | 减仓 |
| BX | BLACKSTONE GROUP INC. | $118.82万 | 0.06% | 10,098 | 1 | 0.0% | $118 | 加仓 |
| MP | MP MATERIALS CORP | $119.18万 | 0.06% | 21,278 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $119.74万 | 0.06% | 26,410 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $120.52万 | 0.06% | 8,219 | -532 | -6.1% | -$7.80万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $120.88万 | 0.06% | 22,761 | -200 | -0.9% | -$1.06万 | 减仓 |
| BA | BOEING CO | $122.83万 | 0.06% | 5,674 | -243 | -4.1% | -$5.26万 | 减仓 |
| CBRE | CBRE GROUP INC | $122.86万 | 0.06% | 9,122 | -2 | -0.0% | -$269 | 减仓 |
| RTX | RAYTHEON TECHNOLOGIES CORP | $125.88万 | 0.06% | 6,635 | -4 | -0.1% | -$759 | 减仓 |
| IGSB | ISHARES TR | $126.26万 | 0.06% | 24,091 | 24,091 | — | $126.26万 | 新建仓 |
| NOBL | PROSHARES TR | $131.13万 | 0.06% | 23,350 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $135.08万 | 0.06% | 3,961 | -6 | -0.2% | -$2,046 | 减仓 |
| IVE | ISHARES TR | $144.23万 | 0.07% | 6,352 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORP COM | $150.37万 | 0.07% | 7,515 | -1,527 | -16.9% | -$30.55万 | 减仓 |
| SNOW | SNOWFLAKE INC | $150.82万 | 0.07% | 5,926 | 0 | 0.0% | — | 重新持有 |
| NOW | SERVICENOW INC | $154.93万 | 0.07% | 15,605 | -755 | -4.6% | -$7.50万 | 减仓 |
| JSCP | P MORGAN EXCHANGE TRADED | $155.40万 | 0.07% | 32,962 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $158.14万 | 0.07% | 1,346 | -203 | -13.1% | -$23.85万 | 减仓 |
| GUNR | FLEXSHARES TR | $161.23万 | 0.08% | 32,718 | 32,718 | — | $161.23万 | 新建仓 |
| NFRA | FLEXSHARES TR | $167.25万 | 0.08% | 26,084 | 26,084 | — | $167.25万 | 新建仓 |
| IWR | ISHARES TR RUSSELL MIDCAP | $174.33万 | 0.08% | 15,802 | 15,802 | — | $174.33万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $178.20万 | 0.08% | 8,177 | -64 | -0.8% | -$1.39万 | 减仓 |
| TPG | TPG INC | $179.32万 | 0.08% | 44,221 | 0 | 0.0% | — | 不变 |
| EIS | ISHARES INC | $180.97万 | 0.08% | 14,992 | 14,992 | — | $180.97万 | 新建仓 |
| LLY | LILLY ELI & CO | $182.67万 | 0.09% | 1,523 | -118 | -7.2% | -$14.15万 | 减仓 |
| MCD | MCDONALDS CORP | $185.22万 | 0.09% | 6,852 | -504 | -6.9% | -$13.62万 | 减仓 |
| CMI | CUMMINS INC | $191.35万 | 0.09% | 2,683 | -2 | -0.1% | -$1,426 | 减仓 |
| IVW | ISHARES TR | $193.94万 | 0.09% | 14,102 | -472 | -3.2% | -$6.49万 | 减仓 |
| CSCO | CISCO SYS INC | $194.88万 | 0.09% | 16,591 | -102 | -0.6% | -$1.20万 | 减仓 |
| AMGN | AMGEN INC | $202.06万 | 0.09% | 5,580 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINL GROUP INC | $207.98万 | 0.10% | 19,297 | -1 | -0.0% | -$108 | 减仓 |