Barton Investment Management
WEST CONSHOHOCKEN PA · SEC CIK 0001387818
$7.38亿2026Q2 申报市值
60持仓数
85.0%前十大占比 · 第一大 24.4%
6 / 1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
KVYO 加仓+$311.90万
SYM 加仓+$74.83万
RPRX 加仓+$62.64万
OWL 加仓+$57.33万
INTC 新建仓+$54.04万
2026Q2 卖出最多 按季末市值估算
AIR LEASE CORP 清仓-$2,208.17万
NFLX 减仓-$423.45万
SHOP 减仓-$255.28万
AMZN 减仓-$248.02万
GTLB 减仓-$227.41万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SHOP | SHOPIFY INC | $1.80亿 | 24.45% | 1,580,601 | -22,358 | -1.4% | -$255.28万 | 减仓 |
| NFLX | NETFLIX INC. | $1.63亿 | 22.09% | 2,283,655 | -59,307 | -2.5% | -$423.45万 | 减仓 |
| AMZN | AMAZON COM INC | $1.16亿 | 15.72% | 486,832 | -10,406 | -2.1% | -$248.02万 | 减仓 |
| GLBE | GLOBAL E ONLINE LTD | $3,783.26万 | 5.13% | 1,089,334 | 1,120 | 0.1% | $3.89万 | 加仓 |
| EQIX | EQUINIX INC | $3,325.33万 | 4.50% | 31,901 | -939 | -2.9% | -$97.88万 | 减仓 |
| OKTA | OKTA INC | $2,923.56万 | 3.96% | 214,259 | -12,317 | -5.4% | -$168.07万 | 减仓 |
| KVYO | KLAVIYO INC | $1,897.48万 | 2.57% | 1,256,608 | 206,556 | 19.7% | $311.90万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $1,842.97万 | 2.50% | 2,106,253 | 65,522 | 3.2% | $57.33万 | 加仓 |
| GFL | GFL ENVIRONMENTAL INC | $1,528.78万 | 2.07% | 415,541 | -3,934 | -0.9% | -$14.47万 | 减仓 |
| GTLB | GITLAB INC | $1,466.83万 | 1.99% | 480,456 | -74,487 | -13.4% | -$227.41万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $1,260.11万 | 1.71% | 77,038 | -1,395 | -1.8% | -$22.82万 | 减仓 |
| MSFT | MICROSOFT CORP | $910.77万 | 1.23% | 24,416 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $895.92万 | 1.21% | 43,695 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $748.85万 | 1.01% | 10 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $719.41万 | 0.97% | 24,862 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $703.26万 | 0.95% | 38,057 | 1,257 | 3.4% | $23.23万 | 加仓 |
| GOOGL | ALPHABET INC | $688.58万 | 0.93% | 19,268 | 23 | 0.1% | $8,220 | 加仓 |
| — | BERKSHIRE HATHAWAY CL B | $513.15万 | 0.70% | 10,255 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $427.91万 | 0.58% | 99,100 | -7,554 | -7.1% | -$32.62万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $392.87万 | 0.53% | 10,617 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $375.77万 | 0.51% | 10,635 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $359.70万 | 0.49% | 14,163 | -39 | -0.3% | -$9,905 | 减仓 |
| BL | BLACKLINE INC | $353.62万 | 0.48% | 125,977 | -32,667 | -20.6% | -$91.70万 | 减仓 |
| SYM | SYMBOTIC INC | $240.30万 | 0.33% | 53,460 | 16,647 | 45.2% | $74.83万 | 加仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $205.65万 | 0.28% | 19,480 | -950 | -4.7% | -$10.03万 | 减仓 |
| ABBV | ABBVIE INC | $190.69万 | 0.26% | 7,578 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC | $168.47万 | 0.23% | 30,046 | 11,171 | 59.2% | $62.64万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $159.62万 | 0.22% | 14,040 | -2,400 | -14.6% | -$27.29万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $150.94万 | 0.20% | 25,934 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $110.81万 | 0.15% | 8,105 | -135 | -1.6% | -$1.85万 | 减仓 |
| DASH | DOORDASH INC | $110.72万 | 0.15% | 6,000 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $104.83万 | 0.14% | 8,158 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $95.79万 | 0.13% | 1,024 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $84.78万 | 0.11% | 5,785 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $77.35万 | 0.10% | 3,866 | 200 | 5.5% | $4.00万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $71.30万 | 0.10% | 7,858 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $66.29万 | 0.09% | 1,980 | -105 | -5.0% | -$3.52万 | 减仓 |
| ADBE | ADOBE INC | $65.61万 | 0.09% | 3,200 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $62.65万 | 0.08% | 839 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $59.67万 | 0.08% | 5,080 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $54.04万 | 0.07% | 3,870 | 3,870 | — | $54.04万 | 新建仓 |
| DIS | DISNEY WALT CO | $50.91万 | 0.07% | 5,289 | -1,000 | -15.9% | -$9.63万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $49.57万 | 0.07% | 16,844 | 44 | 0.3% | $1,295 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $49.38万 | 0.07% | 1,460 | -65 | -4.3% | -$2.20万 | 减仓 |
| QXO | QXO INC | $47.51万 | 0.06% | 27,495 | 5,190 | 23.3% | $8.97万 | 加仓 |
| NTRS | NORTHERN TR CORP | $39.11万 | 0.05% | 2,250 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $38.63万 | 0.05% | 665 | 665 | — | $38.63万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $37.75万 | 0.05% | 875 | 875 | — | $37.75万 | 新建仓 |
| AVGO | BROADCOM INC | $36.46万 | 0.05% | 965 | -30 | -3.0% | -$1.13万 | 减仓 |
| META | META PLATFORMS INC | $35.43万 | 0.05% | 629 | 0 | 0.0% | — | 不变 |
| BILL | BILL HOLDINGS INC | $33.67万 | 0.05% | 9,312 | -4,870 | -34.3% | -$17.61万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $31.35万 | 0.04% | 1,400 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $29.84万 | 0.04% | 150 | 150 | — | $29.84万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $29.19万 | 0.04% | 735 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $28.71万 | 0.04% | 2,535 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $27.13万 | 0.04% | 1,315 | -145 | -9.9% | -$2.99万 | 重新持有 |
| VTV | VANGUARD INDEX FDS | $26.91万 | 0.04% | 1,235 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $26.89万 | 0.04% | 410 | 410 | — | $26.89万 | 新建仓 |
| GLW | CORNING INC | $24.14万 | 0.03% | 945 | 945 | — | $24.14万 | 新建仓 |
| PFE | PFIZER INC | $22.84万 | 0.03% | 9,483 | -237 | -2.4% | -$5,707 | 减仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -340,033 | -100.0% | -$2,208.17万 | 清仓 |