Barton Investment Management
WEST CONSHOHOCKEN PA · SEC CIK 0001387818
$7.97亿2026Q1 申报市值
54持仓数
85.4%前十大占比 · 第一大 28.3%
4 / 1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
KVYO 加仓+$739.50万
TBLL 新建仓+$215.64万
RPRX 新建仓+$90.54万
OWL 加仓+$82.69万
QXO 新建仓+$43.32万
2026Q1 卖出最多 按季末市值估算
SHOP 减仓-$444.43万
AIR LEASE CORP 减仓-$410.51万
NFLX 减仓-$276.48万
EQIX 减仓-$236.83万
OKTA 减仓-$191.34万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | $2.25亿 | 28.25% | 2,342,962 | -28,755 | -1.2% | -$276.48万 | 减仓 |
| SHOP | SHOPIFY INC | $1.90亿 | 23.85% | 1,602,959 | -37,467 | -2.3% | -$444.43万 | 减仓 |
| AMZN | AMAZON COM INC | $1.04亿 | 12.99% | 497,238 | -8,438 | -1.7% | -$175.74万 | 减仓 |
| GLBE | GLOBAL E ONLINE LTD | $3,357.14万 | 4.21% | 1,088,214 | 8,960 | 0.8% | $27.64万 | 加仓 |
| EQIX | EQUINIX INC | $3,219.11万 | 4.04% | 32,840 | -2,416 | -6.9% | -$236.83万 | 减仓 |
| — | AIR LEASE CORP | $2,208.17万 | 2.77% | 340,033 | -63,213 | -15.7% | -$410.51万 | 减仓 |
| KVYO | KLAVIYO INC | $2,043.40万 | 2.56% | 1,050,052 | 380,010 | 56.7% | $739.50万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $1,863.19万 | 2.34% | 2,040,731 | 90,567 | 4.6% | $82.69万 | 加仓 |
| OKTA | OKTA INC | $1,783.38万 | 2.24% | 226,576 | -24,310 | -9.7% | -$191.34万 | 减仓 |
| GFL | GFL ENVIRONMENTAL INC | $1,750.05万 | 2.19% | 419,475 | -675 | -0.2% | -$2.82万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $1,353.60万 | 1.70% | 78,433 | -775 | -1.0% | -$13.37万 | 减仓 |
| GTLB | GITLAB INC | $1,200.90万 | 1.51% | 554,943 | -3,660 | -0.7% | -$7.92万 | 减仓 |
| MSFT | MICROSOFT CORP | $903.81万 | 1.13% | 24,416 | -45 | -0.2% | -$1.67万 | 减仓 |
| — | ELECTRONIC ARTS INC | $890.81万 | 1.12% | 43,695 | -5,370 | -10.9% | -$109.48万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $718.14万 | 0.90% | 10 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $630.97万 | 0.79% | 24,862 | -540 | -2.1% | -$13.70万 | 减仓 |
| BL | BLACKLINE INC | $586.98万 | 0.74% | 158,644 | -1,560 | -1.0% | -$5.77万 | 减仓 |
| GOOGL | ALPHABET INC | $553.41万 | 0.69% | 19,245 | -165 | -0.9% | -$4.74万 | 减仓 |
| — | BERKSHIRE HATHAWAY CL B | $491.42万 | 0.62% | 10,255 | -210 | -2.0% | -$10.06万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $482.40万 | 0.61% | 106,654 | -10,517 | -9.0% | -$47.57万 | 减仓 |
| QCOM | QUALCOMM INC | $473.91万 | 0.59% | 36,800 | -10,281 | -21.8% | -$132.40万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $347.15万 | 0.44% | 14,202 | -615 | -4.2% | -$15.03万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $340.60万 | 0.43% | 10,617 | -135 | -1.3% | -$4.33万 | 减仓 |
| GOOG | ALPHABET INC | $305.08万 | 0.38% | 10,635 | 0 | 0.0% | — | 不变 |
| TBLL | INVESCO EXCH TRADED FD TR II | $215.64万 | 0.27% | 20,430 | 20,430 | — | $215.64万 | 新建仓 |
| SYM | SYMBOTIC INC | $195.85万 | 0.25% | 36,813 | 6,155 | 20.1% | $32.74万 | 加仓 |
| ABBV | ABBVIE INC | $164.81万 | 0.21% | 7,578 | -2,036 | -21.2% | -$44.28万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $151.82万 | 0.19% | 25,934 | -655 | -2.5% | -$3.83万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $148.19万 | 0.19% | 16,440 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $139.80万 | 0.18% | 8,240 | -4,194 | -33.7% | -$71.16万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $102.03万 | 0.13% | 1,024 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $98.13万 | 0.12% | 8,158 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC | $90.54万 | 0.11% | 18,875 | 18,875 | — | $90.54万 | 新建仓 |
| DASH | DOORDASH INC | $90.09万 | 0.11% | 6,000 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $85.10万 | 0.11% | 5,785 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $80.68万 | 0.10% | 7,858 | -2,036 | -20.6% | -$20.90万 | 减仓 |
| ADBE | ADOBE INC | $77.79万 | 0.10% | 3,200 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $63.94万 | 0.08% | 3,666 | -350 | -8.7% | -$6.10万 | 减仓 |
| DIS | DISNEY WALT CO | $60.61万 | 0.08% | 6,289 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $54.56万 | 0.07% | 839 | 0 | 0.0% | — | 不变 |
| BILL | BILL HOLDINGS INC | $54.32万 | 0.07% | 14,182 | -935 | -6.2% | -$3.58万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $52.25万 | 0.07% | 2,085 | -125 | -5.7% | -$3.13万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $46.13万 | 0.06% | 1,525 | -19 | -1.2% | -$5,747 | 减仓 |
| QXO | QXO INC | $43.32万 | 0.05% | 22,305 | 22,305 | — | $43.32万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $43.08万 | 0.05% | 16,800 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $39.42万 | 0.05% | 5,080 | 815 | 19.1% | $6.32万 | 加仓 |
| META | META PLATFORMS INC | $35.99万 | 0.05% | 629 | -150 | -19.3% | -$8.58万 | 减仓 |
| WMT | WALMART INC | $31.50万 | 0.04% | 2,535 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $31.40万 | 0.04% | 2,250 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $30.80万 | 0.04% | 995 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $28.45万 | 0.04% | 1,400 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $27.30万 | 0.03% | 9,720 | -83 | -0.8% | -$2,331 | 减仓 |
| VTV | VANGUARD INDEX FDS | $24.23万 | 0.03% | 1,235 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $23.38万 | 0.03% | 735 | 735 | — | $23.38万 | 新建仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -1,080 | -100.0% | -$29.72万 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |