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 |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | $1.33亿 | 4.98% | 387,417 | 2,401 | 0.6% | $82.57万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1.33亿 | 4.97% | 180,681 | 4,528 | 2.6% | $333.44万 | 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 |
| NVDA | NVIDIA CORPORATION | $1.11亿 | 4.13% | 552,268 | 1,859 | 0.3% | $37.20万 | 加仓 |
| IVV | ISHARES TR | $8,264.70万 | 3.09% | 110,359 | 4,349 | 4.1% | $325.69万 | 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 |
| VIG | VANGUARD SPECIALIZED FUNDS | $7,968.22万 | 2.98% | 336,751 | 10,374 | 3.2% | $245.47万 | 加仓 |
| GOOG | ALPHABET INC | $7,340.74万 | 2.74% | 207,758 | -1,375 | -0.7% | -$48.58万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $7,068.37万 | 2.64% | 553,037 | 16,000 | 3.0% | $204.50万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $7,054.11万 | 2.64% | 323,686 | 24,329 | 8.1% | $530.20万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $6,957.30万 | 2.60% | 766,306 | 15,372 | 2.0% | $139.56万 | 加仓 |
| AAPL | APPLE INC | $6,847.87万 | 2.56% | 236,655 | -2,628 | -1.1% | -$76.04万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $6,722.46万 | 2.51% | 425,390 | 4,197 | 1.0% | $66.33万 | 加仓 |
| AMZN | AMAZON COM INC | $5,980.69万 | 2.24% | 250,931 | 1,555 | 0.6% | $37.06万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $5,406.69万 | 2.02% | 454,381 | 5,754 | 1.3% | $68.47万 | 加仓 |
| MSFT | MICROSOFT CORP | $5,261.83万 | 1.97% | 141,059 | 1,484 | 1.1% | $55.36万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $4,909.63万 | 1.84% | 458,287 | -32,930 | -6.7% | -$352.78万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $4,710.11万 | 1.76% | 277,261 | 2,871 | 1.0% | $48.77万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $4,680.51万 | 1.75% | 142,989 | 1,714 | 1.2% | $56.10万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $4,488.41万 | 1.68% | 58,815 | 2,124 | 3.7% | $162.09万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $4,327.06万 | 1.62% | 267,862 | 267,862 | — | $4,327.06万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $4,281.30万 | 1.60% | 475,171 | 475,171 | — | $4,281.30万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4,256.49万 | 1.59% | 45,501 | 247 | 0.5% | $23.11万 | 加仓 |
| V | VISA INC | $3,665.22万 | 1.37% | 106,828 | 1,819 | 1.7% | $62.41万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $3,544.00万 | 1.33% | 95,631 | 1,768 | 1.9% | $65.52万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,492.82万 | 1.31% | 69,802 | -5,212 | -6.9% | -$260.80万 | 减仓 |
| META | META PLATFORMS INC | $3,478.09万 | 1.30% | 61,745 | 1,117 | 1.8% | $62.92万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $3,135.11万 | 1.17% | 434,466 | 7,573 | 1.8% | $54.65万 | 加仓 |
| IBHH | ISHARES TR | $3,062.33万 | 1.14% | 1,303,117 | 52,311 | 4.2% | $122.93万 | 加仓 |
| EFIV | SPDR SERIES TRUST | $2,944.54万 | 1.10% | 403,748 | 1,293 | 0.3% | $9.43万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $2,938.35万 | 1.10% | 316,019 | 316,019 | — | $2,938.35万 | 新建仓 |
| TJX | TJX COS INC NEW | $2,911.41万 | 1.09% | 192,172 | 2,062 | 1.1% | $31.24万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,888.31万 | 1.08% | 42,054 | -438 | -1.0% | -$30.08万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,874.47万 | 1.07% | 38,492 | -616 | -1.6% | -$46.00万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,754.41万 | 1.03% | 319,760 | 8,654 | 2.8% | $74.55万 | 加仓 |
| IBDT | ISHARES TR | $2,753.65万 | 1.03% | 1,090,554 | 36,172 | 3.4% | $91.33万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $2,653.47万 | 0.99% | 148,870 | -4,755 | -3.1% | -$84.75万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $2,629.82万 | 0.98% | 82,820 | 753 | 0.9% | $23.91万 | 加仓 |
| ASML | ASML HLDG NV | $2,545.89万 | 0.95% | 12,797 | 763 | 6.3% | $151.79万 | 加仓 |
| — | SPDR SERIES TRUST | $2,505.39万 | 0.94% | 80,057 | 2,727 | 3.5% | $85.34万 | 加仓 |
| AVGO | BROADCOM INC | $2,135.61万 | 0.80% | 56,535 | 1,278 | 2.3% | $48.28万 | 加仓 |
| GOOGL | ALPHABET INC | $1,902.30万 | 0.71% | 53,230 | 1,079 | 2.1% | $38.56万 | 加仓 |
| BLK | BLACKROCK INC | $1,880.63万 | 0.70% | 19,558 | -284 | -1.4% | -$27.31万 | 减仓 |
| IBTI | ISHARES TR | $1,837.14万 | 0.69% | 829,783 | 38,057 | 4.8% | $84.26万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,828.22万 | 0.68% | 218,293 | 9,891 | 4.7% | $82.84万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,742.93万 | 0.65% | 549,648 | 541,743 | 6,853.2% | $1,717.87万 | 加仓 |
| IGRO | ISHARES TR | $1,714.99万 | 0.64% | 195,039 | 12,720 | 7.0% | $111.85万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,706.21万 | 0.64% | 138,592 | -8,511 | -5.8% | -$104.78万 | 减仓 |
| IBHI | ISHARES TR | $1,660.99万 | 0.62% | 710,128 | 57,814 | 8.9% | $135.23万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,649.91万 | 0.62% | 67,900 | 2,507 | 3.8% | $60.92万 | 加仓 |
| DGT | SPDR SERIES TRUST | $1,623.69万 | 0.61% | 87,866 | 3,304 | 3.9% | $61.06万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $1,609.14万 | 0.60% | 897,459 | 21,466 | 2.5% | $38.49万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $1,493.22万 | 0.56% | 82,289 | -220,602 | -72.8% | -$4,003.05万 | 减仓 |
| SHOP | SHOPIFY INC | $1,399.62万 | 0.52% | 122,580 | -1,928 | -1.5% | -$22.01万 | 减仓 |
| IDEV | ISHARES TR | $1,376.48万 | 0.51% | 154,642 | 7,407 | 5.0% | $65.93万 | 加仓 |
| NDAQ | NASDAQ INC | $1,347.22万 | 0.50% | 170,923 | -23,806 | -12.2% | -$187.64万 | 减仓 |
| SO | SOUTHERN CO | $1,340.38万 | 0.50% | 140,045 | 8,540 | 6.5% | $81.74万 | 加仓 |
| IBDU | ISHARES TR | $1,278.55万 | 0.48% | 552,048 | 48,102 | 9.5% | $111.40万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $1,232.21万 | 0.46% | 664,980 | 10,401 | 1.6% | $19.27万 | 加仓 |
| WMT | WALMART INC | $1,222.47万 | 0.46% | 107,934 | 6,925 | 6.9% | $78.43万 | 加仓 |
| IBDR | ISHARES TR | $1,163.93万 | 0.44% | 480,366 | -2,482 | -0.5% | -$6.01万 | 减仓 |
| IBTG | ISHARES TR | $1,120.04万 | 0.42% | 489,313 | 3,983 | 0.8% | $9.12万 | 加仓 |
| ONON | ON HLDG AG | $1,095.82万 | 0.41% | 309,378 | -36,841 | -10.6% | -$130.49万 | 减仓 |
| IBHF | ISHARES TR | $1,067.09万 | 0.40% | 471,122 | -5,344 | -1.1% | -$12.10万 | 减仓 |
| IYG | ISHARES TR | $1,052.87万 | 0.39% | 116,377 | -312,323 | -72.9% | -$2,825.60万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,028.07万 | 0.38% | 116,985 | -5,969 | -4.9% | -$52.46万 | 减仓 |
| SYK | STRYKER CORPORATION | $936.78万 | 0.35% | 29,754 | -52,111 | -63.7% | -$1,640.67万 | 减仓 |
| VO | VANGUARD INDEX FDS | $910.53万 | 0.34% | 113,010 | -1,566 | -1.4% | -$12.62万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $813.51万 | 0.30% | 40,550 | 1,080 | 2.7% | $21.67万 | 加仓 |
| IWR | ISHARES TR | $782.25万 | 0.29% | 70,907 | -1,179 | -1.6% | -$13.01万 | 减仓 |
| IJT | ISHARES TR | $708.30万 | 0.26% | 39,658 | -300 | -0.8% | -$5.36万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $668.29万 | 0.25% | 42,120 | -1,997 | -4.5% | -$31.69万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $579.89万 | 0.22% | 18,932 | 3,400 | 21.9% | $104.14万 | 加仓 |
| IBTJ | ISHARES TR | $549.32万 | 0.21% | 253,729 | 30,910 | 13.9% | $66.92万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $412.18万 | 0.15% | 11,271 | 2,683 | 31.2% | $98.12万 | 加仓 |
| LLY | ELI LILLY & CO | $348.55万 | 0.13% | 2,906 | 367 | 14.5% | $44.02万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $257.05万 | 0.10% | 6,946 | 1,889 | 37.4% | $69.91万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $241.09万 | 0.09% | 3,427 | -356 | -9.4% | -$25.04万 | 减仓 |
| XE | X-ENERGY INC | $229.52万 | 0.09% | 125,010 | 125,010 | — | $229.52万 | 新建仓 |
| — | EXXON MOBIL CORP | $206.12万 | 0.08% | 15,076 | 2,299 | 18.0% | $31.43万 | 加仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $190.08万 | 0.07% | 20,569 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $188.19万 | 0.07% | 16,076 | -157 | -1.0% | -$1.84万 | 减仓 |
| IWM | ISHARES TR | $165.36万 | 0.06% | 5,503 | -22 | -0.4% | -$6,611 | 减仓 |
| RKLB | ROCKET LAB CORP | $158.31万 | 0.06% | 15,574 | -120 | -0.8% | -$1.22万 | 减仓 |
| IWF | ISHARES TR | $158.08万 | 0.06% | 12,730 | -198 | -1.5% | -$2.46万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $152.63万 | 0.06% | 25,107 | -147 | -0.6% | -$8,936 | 减仓 |
| NEE | NEXTERA ENERGY INC | $144.75万 | 0.05% | 16,492 | 162 | 1.0% | $1.42万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $136.64万 | 0.05% | 27,117 | -445 | -1.6% | -$2.24万 | 减仓 |
| IJR | ISHARES TR | $133.19万 | 0.05% | 8,980 | 1,383 | 18.2% | $20.51万 | 加仓 |
| TSLA | TESLA INC | $127.65万 | 0.05% | 3,035 | 79 | 2.7% | $3.32万 | 加仓 |
| IBB | ISHARES TR | $123.93万 | 0.05% | 6,516 | -15 | -0.2% | -$2,853 | 减仓 |
| VGT | VANGUARD WORLD FD | $122.08万 | 0.05% | 10,214 | 1,006 | 10.9% | $12.02万 | 加仓 |
| COHR | COHERENT CORP | $118.34万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $114.20万 | 0.04% | 4,496 | 1,080 | 31.6% | $27.43万 | 加仓 |
| IWS | ISHARES TR | $111.36万 | 0.04% | 6,765 | 1 | 0.0% | $165 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $107.28万 | 0.04% | 4,357 | -49 | -1.1% | -$1.21万 | 减仓 |
| IUSG | ISHARES TR | $103.92万 | 0.04% | 5,525 | 5,525 | — | $103.92万 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $97.86万 | 0.04% | 12,000 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $97.07万 | 0.04% | 10,084 | -1,015 | -9.1% | -$9.77万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $95.18万 | 0.04% | 16,505 | 410 | 2.5% | $2.36万 | 加仓 |