Baltimore-Washington Financial Advisors, Inc.
Columbia MD · SEC CIK 0001555486
$26.75亿2026Q2 申报市值
206持仓数
35.4%前十大占比 · 第一大 5.0%
22 / 5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
SPMO 新建仓+$4,327.06万
SPHQ 新建仓+$4,281.30万
KBWB 新建仓+$2,938.35万
SCHD 加仓+$1,717.87万
VTV 加仓+$530.20万
2026Q2 卖出最多 按季末市值估算
LGLV 减仓-$4,003.05万
IYG 减仓-$2,825.60万
SDY 清仓-$1,791.18万
SYK 减仓-$1,640.67万
HD 减仓-$531.53万
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 |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | $6,957.30万 | 2.60% | 766,306 | 15,372 | 2.0% | $139.56万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $7,054.11万 | 2.64% | 323,686 | 24,329 | 8.1% | $530.20万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $7,068.37万 | 2.64% | 553,037 | 16,000 | 3.0% | $204.50万 | 加仓 |
| GOOG | ALPHABET INC | $7,340.74万 | 2.74% | 207,758 | -1,375 | -0.7% | -$48.58万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $7,968.22万 | 2.98% | 336,751 | 10,374 | 3.2% | $245.47万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $8,026.49万 | 3.00% | 377,237 | 11,910 | 3.3% | $253.41万 | 加仓 |
| IVV | ISHARES TR | $8,264.70万 | 3.09% | 110,359 | 4,349 | 4.1% | $325.69万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.11亿 | 4.13% | 552,268 | 1,859 | 0.3% | $37.20万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $1.12亿 | 4.20% | 1,742,550 | 46,248 | 2.7% | $298.30万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1.33亿 | 4.97% | 180,681 | 4,528 | 2.6% | $333.44万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1.33亿 | 4.98% | 387,417 | 2,401 | 0.6% | $82.57万 | 加仓 |