Blue Fin Capital, Inc.
Warren RI · SEC CIK 0001576102
$6.92亿2026Q2 申报市值
164持仓数
52.5%前十大占比 · 第一大 16.1%
16 / 2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
GOOGL 加仓+$472.16万
IGSB 加仓+$152.30万
AVGO 加仓+$129.46万
IGIB 加仓+$110.04万
GEV 加仓+$76.01万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$227.76万
MU 减仓-$224.74万
EXXON MOBIL CORP 清仓-$98.47万
META 减仓-$83.99万
SPY 减仓-$51.68万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -5,804 | -100.0% | -$98.47万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -789 | -100.0% | -$27.24万 | 清仓 |
| SNDK | SANDISK CORP | $21.37万 | 0.03% | 94 | 94 | — | $21.37万 | 新建仓 |
| CAT | CATERPILLAR INC | $21.51万 | 0.03% | 202 | 202 | — | $21.51万 | 新建仓 |
| COHR | COHERENT CORP | $22.68万 | 0.03% | 575 | 575 | — | $22.68万 | 新建仓 |
| SLV | ISHARES SILVER TR | $22.75万 | 0.03% | 4,254 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $23.00万 | 0.03% | 268 | 268 | — | $23.00万 | 新建仓 |
| NDAQ | NASDAQ INC | $23.05万 | 0.03% | 2,925 | 2,925 | — | $23.05万 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $23.37万 | 0.03% | 534 | 0 | 0.0% | — | 不变 |
| AGX | ARGAN INC | $23.72万 | 0.03% | 297 | 297 | — | $23.72万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $23.73万 | 0.03% | 2,623 | -97 | -3.6% | -$8,775 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $24.78万 | 0.04% | 916 | -15 | -1.6% | -$4,057 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $24.90万 | 0.04% | 6,760 | 6,760 | — | $24.90万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $25.53万 | 0.04% | 7,510 | -2,628 | -25.9% | -$8.93万 | 减仓 |
| DIS | DISNEY WALT CO | $25.86万 | 0.04% | 2,687 | -55 | -2.0% | -$5,294 | 减仓 |
| WFC | WELLS FARGO & CO | $26.29万 | 0.04% | 3,181 | 1 | 0.0% | $83 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $26.90万 | 0.04% | 515 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $27.19万 | 0.04% | 812 | 812 | — | $27.19万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $27.33万 | 0.04% | 808 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $27.64万 | 0.04% | 525 | 525 | — | $27.64万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $28.23万 | 0.04% | 1,050 | 1,050 | — | $28.23万 | 新建仓 |
| CMI | CUMMINS INC | $28.53万 | 0.04% | 400 | 0 | 0.0% | — | 不变 |
| FCOM | FIDELITY COVINGTON TRUST | $28.54万 | 0.04% | 4,108 | -182 | -4.2% | -$1.26万 | 减仓 |
| ES | EVERSOURCE ENERGY | $28.92万 | 0.04% | 4,002 | 1 | 0.0% | $72 | 加仓 |
| EFA | ISHARES TR | $28.92万 | 0.04% | 2,784 | -332 | -10.7% | -$3.45万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $29.51万 | 0.04% | 8,029 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $29.58万 | 0.04% | 5,133 | -112 | -2.1% | -$6,453 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $30.96万 | 0.04% | 1,101 | 0 | 0.0% | — | 不变 |
| BBH | VANECK ETF TRUST | $31.38万 | 0.05% | 1,544 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $31.44万 | 0.05% | 2,298 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $31.93万 | 0.05% | 740 | 740 | — | $31.93万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $32.37万 | 0.05% | 471 | 2 | 0.4% | $1,375 | 加仓 |
| SNPS | SYNOPSYS INC | $32.74万 | 0.05% | 734 | 734 | — | $32.74万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $33.24万 | 0.05% | 2,849 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $33.69万 | 0.05% | 672 | -30 | -4.3% | -$1.50万 | 减仓 |
| APH | AMPHENOL CORP | $34.49万 | 0.05% | 1,956 | 1,956 | — | $34.49万 | 新建仓 |
| D | DOMINION ENERGY INC | $34.63万 | 0.05% | 5,070 | -163 | -3.1% | -$1.11万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $35.55万 | 0.05% | 8,014 | 8,014 | — | $35.55万 | 新建仓 |
| ORCL | ORACLE CORP | $36.51万 | 0.05% | 2,491 | 450 | 22.0% | $6.59万 | 加仓 |
| VOX | VANGUARD WORLD FD | $37.21万 | 0.05% | 2,023 | -63 | -3.0% | -$1.16万 | 减仓 |
| PFE | PFIZER INC | $37.44万 | 0.05% | 15,547 | -472 | -2.9% | -$1.14万 | 减仓 |
| O | REALTY INCOME CORP | $38.65万 | 0.06% | 6,238 | 1 | 0.0% | $62 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $40.08万 | 0.06% | 2,526 | 116 | 4.8% | $1.84万 | 加仓 |
| PSA | PUBLIC STORAGE | $40.20万 | 0.06% | 1,263 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $40.54万 | 0.06% | 7,976 | 463 | 6.2% | $2.35万 | 加仓 |
| WM | WASTE MGMT INC DEL | $40.99万 | 0.06% | 1,839 | 361 | 24.4% | $8.05万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $41.92万 | 0.06% | 5,710 | -23 | -0.4% | -$1,689 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $42.55万 | 0.06% | 3,419 | -1,609 | -32.0% | -$20.02万 | 减仓 |
| VCR | VANGUARD WORLD FD | $44.16万 | 0.06% | 1,113 | 71 | 6.8% | $2.82万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $44.46万 | 0.06% | 931 | 931 | — | $44.46万 | 新建仓 |
| INTC | INTEL CORP | $45.21万 | 0.07% | 3,238 | 3,238 | — | $45.21万 | 新建仓 |
| WELL | WELLTOWER INC | $45.60万 | 0.07% | 2,009 | -187 | -8.5% | -$4.24万 | 减仓 |
| IWF | ISHARES TR | $47.83万 | 0.07% | 3,852 | 4 | 0.1% | $497 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $47.99万 | 0.07% | 8,883 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $48.83万 | 0.07% | 2,879 | -201 | -6.5% | -$3.41万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $49.04万 | 0.07% | 795 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $49.33万 | 0.07% | 2,203 | -4 | -0.2% | -$896 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $49.37万 | 0.07% | 11,213 | 931 | 9.1% | $4.10万 | 加仓 |
| IVV | ISHARES TR | $52.50万 | 0.08% | 701 | 0 | 0.0% | — | 不变 |
| PCY | INVESCO EXCH TRADED FD TR II | $54.30万 | 0.08% | 25,082 | -107 | -0.4% | -$2,317 | 减仓 |
| VTI | VANGUARD INDEX FDS | $54.32万 | 0.08% | 1,468 | 1 | 0.1% | $370 | 加仓 |
| ETN | EATON CORP PLC | $54.33万 | 0.08% | 1,275 | 275 | 27.5% | $11.72万 | 加仓 |
| TXT | TEXTRON INC | $55.16万 | 0.08% | 6,014 | 1 | 0.0% | $92 | 加仓 |
| LOW | LOWES COS INC | $56.36万 | 0.08% | 2,556 | -14 | -0.5% | -$3,087 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $56.78万 | 0.08% | 3,593 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $57.28万 | 0.08% | 903 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $60.59万 | 0.09% | 4,786 | 66 | 1.4% | $8,355 | 加仓 |
| MPC | MARATHON PETE CORP | $61.67万 | 0.09% | 2,412 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $61.98万 | 0.09% | 2,965 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $62.42万 | 0.09% | 1,484 | 100 | 7.2% | $4.21万 | 加仓 |
| IYW | ISHARES TR | $63.66万 | 0.09% | 2,524 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $64.47万 | 0.09% | 15,105 | 310 | 2.1% | $1.32万 | 加仓 |
| AMAT | APPLIED MATLS INC | $65.50万 | 0.09% | 906 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $65.53万 | 0.09% | 6,795 | 94 | 1.4% | $9,065 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $71.26万 | 0.10% | 3,740 | -8 | -0.2% | -$1,524 | 减仓 |
| QCOM | QUALCOMM INC | $73.71万 | 0.11% | 3,989 | -41 | -1.0% | -$7,576 | 减仓 |
| GWW | WW GRAINGER INC | $84.21万 | 0.12% | 619 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $85.04万 | 0.12% | 11,910 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $85.99万 | 0.12% | 8,688 | -113 | -1.3% | -$1.12万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $90.59万 | 0.13% | 8,456 | 847 | 11.1% | $9.07万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $90.65万 | 0.13% | 20,213 | -771 | -3.7% | -$3.46万 | 减仓 |
| GE | GE AEROSPACE | $93.21万 | 0.13% | 2,494 | 1,043 | 71.9% | $38.98万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $94.10万 | 0.14% | 26,718 | 1 | 0.0% | $35 | 加仓 |
| ENB | ENBRIDGE INC | $96.16万 | 0.14% | 17,739 | 838 | 5.0% | $4.54万 | 加仓 |
| MCD | MCDONALDS CORP | $98.58万 | 0.14% | 3,647 | -107 | -2.9% | -$2.89万 | 减仓 |
| IAU | ISHARES GOLD TR | $102.35万 | 0.15% | 13,554 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $103.89万 | 0.15% | 8,845 | -232 | -2.6% | -$2.73万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $104.84万 | 0.15% | 3,074 | 538 | 21.2% | $18.35万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $108.74万 | 0.16% | 11,861 | 16 | 0.1% | $1,467 | 加仓 |
| GEV | GE VERNOVA INC | $112.67万 | 0.16% | 959 | 647 | 207.4% | $76.01万 | 加仓 |
| CVX | CHEVRON CORPORATION | $119.65万 | 0.17% | 7,218 | 171 | 2.4% | $2.83万 | 加仓 |
| ASML | ASML HLDG NV | $120.16万 | 0.17% | 604 | 66 | 12.3% | $13.13万 | 加仓 |
| EEMA | ISHARES INC | $122.90万 | 0.18% | 10,508 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $123.03万 | 0.18% | 12,854 | -296 | -2.3% | -$2.83万 | 减仓 |
| SDY | SPDR SERIES TRUST | $124.78万 | 0.18% | 8,199 | -381 | -4.4% | -$5.80万 | 减仓 |
| AIA | ISHARES TR | $125.71万 | 0.18% | 8,874 | -26 | -0.3% | -$3,683 | 减仓 |
| KO | COCA COLA CO | $127.21万 | 0.18% | 15,652 | -23 | -0.1% | -$1,869 | 减仓 |
| KLAC | KLA CORP | $138.18万 | 0.20% | 4,580 | 1,540 | 50.7% | $46.46万 | 加仓 |
| PEP | PEPSICO INC | $144.91万 | 0.21% | 10,702 | -257 | -2.3% | -$3.48万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $146.19万 | 0.21% | 4,246 | 103 | 2.5% | $3.55万 | 加仓 |