BBR PARTNERS, LLC
NEW YORK NY · SEC CIK 0001352467
$17.92亿2026Q1 申报市值
253持仓数
71.2%前十大占比 · 第一大 38.7%
36 / 39新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ILOW 加仓+$1,982.52万
SPY 加仓+$1,415.86万
FLIN 新建仓+$1,176.87万
VUG 加仓+$895.98万
EXCHANGE LISTED 加仓+$788.34万
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$1,178.50万
ASHR 清仓-$982.81万
AAPL 减仓-$737.44万
MSFT 减仓-$679.22万
IQLT 清仓-$388.28万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ASHR | DBX ETF TR | $0 | 0.00% | 0 | -299,180 | -100.0% | -$982.81万 | 清仓 |
| DGRO | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IQLT | ISHARES TR | $0 | 0.00% | 0 | -85,430 | -100.0% | -$388.28万 | 清仓 |
| VXUS | VANGUARD STAR FD | $0 | 0.00% | 0 | -50,027 | -100.0% | -$377.40万 | 清仓 |
| VTIP | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -46,632 | -100.0% | -$230.64万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -8,863 | -100.0% | -$137.20万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -4,105 | -100.0% | -$92.53万 | 清仓 |
| VFH | VANGUARD WORLD FD | $0 | 0.00% | 0 | -6,530 | -100.0% | -$87.17万 | 清仓 |
| GRAL | GRAIL INC | $0 | 0.00% | 0 | -10,001 | -100.0% | -$85.60万 | 清仓 |
| HST | HOST HOTELS & RESORTS INC | $0 | 0.00% | 0 | -35,002 | -100.0% | -$62.06万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | MORGAN STANLEY ETF TRUST | $0 | 0.00% | 0 | -8,796 | -100.0% | -$56.41万 | 清仓 |
| VIS | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,861 | -100.0% | -$55.53万 | 清仓 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -10,125 | -100.0% | -$46.46万 | 清仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -13,036 | -100.0% | -$38.96万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -9,357 | -100.0% | -$38.11万 | 清仓 |
| — | BROOKFIELD BUSINESS PARTNERS | $0 | 0.00% | 0 | -10,277 | -100.0% | -$36.17万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -2,229 | -100.0% | -$36.14万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -787 | -100.0% | -$33.21万 | 清仓 |
| ASML | ASML HOLDING NV | $0 | 0.00% | 0 | -304 | -100.0% | -$32.52万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -142 | -100.0% | -$28.60万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IJK | ISHARES TR | $0 | 0.00% | 0 | -2,800 | -100.0% | -$27.13万 | 清仓 |
| VDE | VANGUARD WORLD FD | $0 | 0.00% | 0 | -2,147 | -100.0% | -$27.04万 | 清仓 |
| IJJ | ISHARES TR | $0 | 0.00% | 0 | -2,000 | -100.0% | -$26.32万 | 清仓 |
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -834 | -100.0% | -$26.25万 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SAP | SAP SE | $0 | 0.00% | 0 | -1,063 | -100.0% | -$25.82万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -1,062 | -100.0% | -$24.30万 | 清仓 |
| IJS | ISHARES TR | $0 | 0.00% | 0 | -2,000 | -100.0% | -$22.74万 | 清仓 |
| IJT | ISHARES TR | $0 | 0.00% | 0 | -1,600 | -100.0% | -$22.59万 | 清仓 |
| RAMP | LIVERAMP HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHTR | CHARTER COMMUNICATIONS INC N | $0 | 0.00% | 0 | -1,034 | -100.0% | -$21.58万 | 清仓 |
| ADBE | ADOBE SYS INC COM | $0 | 0.00% | 0 | -606 | -100.0% | -$21.21万 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -2,871 | -100.0% | -$21.16万 | 清仓 |
| LYEL | LYELL IMMUNOPHARMA INC | $0 | 0.00% | 0 | -6,834 | -100.0% | -$21.04万 | 清仓 |
| SYK | STRYKER CORP | $0 | 0.00% | 0 | -595 | -100.0% | -$20.91万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -1,738 | -100.0% | -$20.38万 | 清仓 |
| MLKN | MILLERKNOLL INC | $0 | 0.00% | 0 | -10,402 | -100.0% | -$19.01万 | 清仓 |
| — | HUDSON PAC PPTYS INC | $0 | 0.00% | 0 | -16,428 | -100.0% | -$17.79万 | 清仓 |
| LBTYA | LIBERTY GLOBAL LTD | $0 | 0.00% | 0 | -10,000 | -100.0% | -$11.14万 | 清仓 |
| SMRT | SMARTRENT INC | $0 | 0.00% | 0 | -21,551 | -100.0% | -$4.35万 | 清仓 |
| OABI | OMNIAB INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$3.70万 | 清仓 |
| — | HERTZ GLOBAL HLDGS INC | $0 | 0.00% | 0 | -11,291 | -100.0% | -$3.03万 | 清仓 |
| CMTG | CLAROS MTG TR INC | $4.05万 | 0.00% | 17,000 | 0 | 0.0% | — | 不变 |
| — | ODYSSEY MARINE EXPL INC | $5.06万 | 0.00% | 60,616 | 60,616 | — | $5.06万 | 新建仓 |
| — | DOCGO INC | $5.40万 | 0.00% | 85,804 | 0 | 0.0% | — | 不变 |
| — | MARTI TECHNOLOGIES INC | $7.00万 | 0.00% | 35,000 | 0 | 0.0% | — | 不变 |
| ALLO | ALLOGENE THERAPEUTICS INC | $7.06万 | 0.00% | 28,952 | 0 | 0.0% | — | 不变 |
| — | METAGENOMI INC | $7.16万 | 0.00% | 53,403 | 0 | 0.0% | — | 不变 |
| LFST | LIFESTANCE HEALTH GROUP INC | $8.20万 | 0.00% | 12,873 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $11.40万 | 0.01% | 10,305 | 0 | 0.0% | — | 不变 |
| — | VIVOPOWER PLC | $12.32万 | 0.01% | 53,566 | 53,566 | — | $12.32万 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $12.93万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $13.03万 | 0.01% | 11,548 | 11,548 | — | $13.03万 | 新建仓 |
| IWB | ISHARES TR | $20.11万 | 0.01% | 564 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $20.25万 | 0.01% | 1,827 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $20.33万 | 0.01% | 1,552 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $21.13万 | 0.01% | 726 | 726 | — | $21.13万 | 新建仓 |
| CPT | CAMDEN PPTY TR | $21.62万 | 0.01% | 2,214 | -273 | -11.0% | -$2.67万 | 减仓 |
| SHAK | SHAKE SHACK INC | $22.12万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS A G | $22.15万 | 0.01% | 1,450 | -893 | -38.1% | -$13.64万 | 减仓 |
| MIDD | MIDDLEBY CORP | $22.49万 | 0.01% | 1,696 | 1,696 | — | $22.49万 | 新建仓 |
| KVYO | KLAVIYO INC | $22.54万 | 0.01% | 11,584 | 0 | 0.0% | — | 不变 |
| SLDP | SOLID POWER INC | $22.55万 | 0.01% | 75,157 | 0 | 0.0% | — | 不变 |
| — | LOCAL BOUNTI CORP | $22.58万 | 0.01% | 194,696 | 0 | 0.0% | — | 不变 |
| BSVO | EA SERIES TRUST | $22.95万 | 0.01% | 9,045 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $24.00万 | 0.01% | 1,333 | 0 | 0.0% | — | 不变 |
| GRND | GRINDR INC | $24.18万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $24.23万 | 0.01% | 1,936 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $24.26万 | 0.01% | 4,427 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $24.38万 | 0.01% | 1,961 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $24.59万 | 0.01% | 1,151 | 1,151 | — | $24.59万 | 新建仓 |
| ORCL | ORACLE CORP | $24.80万 | 0.01% | 1,686 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A | $24.82万 | 0.01% | 15,600 | 15,600 | — | $24.82万 | 新建仓 |
| DHI | D R HORTON INC | $25.36万 | 0.01% | 1,848 | -620 | -25.1% | -$8.51万 | 减仓 |
| STUB | STUBHUB HLDGS INC | $25.74万 | 0.01% | 41,248 | 41,248 | — | $25.74万 | 新建仓 |
| NEM | NEWMONT CORP | $25.96万 | 0.01% | 2,398 | -150 | -5.9% | -$1.62万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $26.00万 | 0.01% | 2,786 | 0 | 0.0% | — | 不变 |
| — | CENTESSA PHARMACEUTICALS PLC | $26.02万 | 0.01% | 6,551 | 6,551 | — | $26.02万 | 新建仓 |
| EWU | ISHARES TR | $26.07万 | 0.01% | 5,723 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP NEW | $26.32万 | 0.01% | 1,525 | -16 | -1.0% | -$2,761 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $26.43万 | 0.01% | 808 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $26.63万 | 0.01% | 2,770 | 70 | 2.6% | $6,731 | 加仓 |
| GVI | ISHARES TR | $26.74万 | 0.01% | 2,506 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $26.90万 | 0.02% | 1,259 | -8,900 | -87.6% | -$190.17万 | 减仓 |
| IEMG | ISHARES INC | $26.94万 | 0.02% | 3,863 | -1,563 | -28.8% | -$10.90万 | 减仓 |
| PAYX | PAYCHEX INC | $27.09万 | 0.02% | 2,941 | 2,941 | — | $27.09万 | 新建仓 |
| NKE | NIKE INC | $27.59万 | 0.02% | 5,224 | 300 | 6.1% | $1.58万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $28.08万 | 0.02% | 1,200 | 0 | 0.0% | — | 不变 |
| GSEW | GOLDMAN SACHS ETF TR | $28.31万 | 0.02% | 3,344 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $28.31万 | 0.02% | 1,705 | 1,705 | — | $28.31万 | 新建仓 |
| SLB | SCHLUMBERGER LTD | $28.57万 | 0.02% | 5,560 | -700 | -11.2% | -$3.60万 | 减仓 |
| — | ISHARES ETHEREUM TR | $29.18万 | 0.02% | 18,432 | -1,230 | -6.3% | -$1.95万 | 减仓 |