Bigelow Investment Advisors, LLC
Portland ME · SEC CIK 0001729516
$2.50亿2026Q1 申报市值
153持仓数
34.3%前十大占比 · 第一大 6.7%
7 / 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
HEFA 加仓+$97.08万
IGSB 加仓+$61.47万
RSP 加仓+$47.37万
MBB 加仓+$47.07万
EMXC 加仓+$36.50万
2026Q1 卖出最多 按季末市值估算
IAU 减仓-$108.72万
GNMA 减仓-$81.13万
BUFR 减仓-$67.48万
SCHX 减仓-$39.47万
SCHB 减仓-$33.54万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ANET | ARISTA NETWORKS INC | $113.67万 | 0.46% | 9,258 | 296 | 3.3% | $3.63万 | 加仓 |
| V | VISA INC | $115.49万 | 0.46% | 3,821 | 4 | 0.1% | $1,209 | 加仓 |
| CAT | CATERPILLAR INC | $116.97万 | 0.47% | 1,651 | -13 | -0.8% | -$9,210 | 减仓 |
| ETN | EATON CORP PLC | $117.14万 | 0.47% | 3,275 | 138 | 4.4% | $4.94万 | 加仓 |
| QLTA | ISHARES TR | $120.18万 | 0.48% | 25,253 | 562 | 2.3% | $2.67万 | 加仓 |
| NFLX | NETFLIX INC. | $122.97万 | 0.49% | 12,789 | 1,215 | 10.5% | $11.68万 | 加仓 |
| GNMA | ISHARES TR | $124.16万 | 0.50% | 28,009 | -18,302 | -39.5% | -$81.13万 | 减仓 |
| ECL | ECOLAB INC | $132.24万 | 0.53% | 4,971 | 203 | 4.3% | $5.40万 | 加仓 |
| SUSA | ISHARES TR | $135.28万 | 0.54% | 10,241 | -1,478 | -12.6% | -$19.52万 | 减仓 |
| PEP | PEPSICO INC | $139.93万 | 0.56% | 9,011 | -63 | -0.7% | -$9,783 | 减仓 |
| VOX | VANGUARD WORLD FD | $140.08万 | 0.56% | 7,789 | -1,403 | -15.3% | -$25.23万 | 减仓 |
| IEMG | ISHARES INC | $145.18万 | 0.58% | 20,814 | 1,858 | 9.8% | $12.96万 | 加仓 |
| CSCO | CISCO SYS INC | $145.54万 | 0.58% | 18,758 | -1,260 | -6.3% | -$9.78万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $153.59万 | 0.61% | 4,475 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $156.40万 | 0.63% | 16,227 | 382 | 2.4% | $3.68万 | 加仓 |
| VFH | VANGUARD WORLD FD | $159.58万 | 0.64% | 13,209 | -1,983 | -13.1% | -$23.96万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $165.76万 | 0.66% | 11,476 | -62 | -0.5% | -$8,955 | 减仓 |
| TJX | TJX COS INC NEW | $172.48万 | 0.69% | 10,800 | -206 | -1.9% | -$3.29万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $183.03万 | 0.73% | 60,011 | 4,464 | 8.0% | $13.62万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $183.43万 | 0.73% | 73,080 | -13,362 | -15.5% | -$33.54万 | 减仓 |
| FLOT | ISHARES TR | $186.42万 | 0.75% | 36,588 | -2,185 | -5.6% | -$11.13万 | 减仓 |
| GVI | ISHARES TR | $187.26万 | 0.75% | 17,553 | 2,386 | 15.7% | $25.45万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $191.64万 | 0.77% | 20,633 | -13 | -0.1% | -$1,207 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $194.39万 | 0.78% | 23,491 | 2,502 | 11.9% | $20.70万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $213.75万 | 0.86% | 33,357 | 146 | 0.4% | $9,356 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $225.81万 | 0.90% | 15,247 | 490 | 3.3% | $7.26万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $227.18万 | 0.91% | 45,609 | -3,761 | -7.6% | -$18.73万 | 减仓 |
| VPU | VANGUARD WORLD FD | $231.41万 | 0.93% | 11,679 | -1,509 | -11.4% | -$29.90万 | 减仓 |
| IGIB | ISHARES TR | $232.44万 | 0.93% | 43,675 | 1,693 | 4.0% | $9.01万 | 加仓 |
| AMZN | AMAZON COM INC | $238.28万 | 0.95% | 11,441 | 591 | 5.4% | $12.31万 | 加仓 |
| — | EXXON MOBIL CORP | $249.88万 | 1.00% | 14,728 | 3 | 0.0% | $509 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $254.36万 | 1.02% | 8,409 | -84 | -1.0% | -$2.54万 | 减仓 |
| RTX | RTX CORPORATION | $290.01万 | 1.16% | 15,034 | -200 | -1.3% | -$3.86万 | 减仓 |
| GOOG | ALPHABET INC | $308.89万 | 1.24% | 10,768 | -166 | -1.5% | -$4.76万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $310.07万 | 1.24% | 10,541 | -93 | -0.9% | -$2.74万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $331.96万 | 1.33% | 17,297 | 2,468 | 16.6% | $47.37万 | 加仓 |
| AGG | ISHARES TR | $343.71万 | 1.38% | 34,624 | 2,058 | 6.3% | $20.43万 | 加仓 |
| EMXC | ISHARES INC | $348.82万 | 1.40% | 44,345 | 4,640 | 11.7% | $36.50万 | 加仓 |
| IEFA | ISHARES TR | $356.39万 | 1.43% | 39,367 | 2,027 | 5.4% | $18.35万 | 加仓 |
| GOOGL | ALPHABET INC | $364.28万 | 1.46% | 12,668 | -465 | -3.5% | -$13.37万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $375.11万 | 1.50% | 21,509 | 55 | 0.3% | $9,592 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $398.61万 | 1.60% | 16,307 | -634 | -3.7% | -$15.50万 | 减仓 |
| MBB | ISHARES TR | $402.18万 | 1.61% | 42,357 | 4,957 | 13.3% | $47.07万 | 加仓 |
| MSFT | MICROSOFT CORP | $410.74万 | 1.64% | 11,096 | 8 | 0.1% | $2,961 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $453.61万 | 1.82% | 176,916 | -15,395 | -8.0% | -$39.47万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $460.61万 | 1.84% | 158,122 | -2,530 | -1.6% | -$7.37万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $480.20万 | 1.92% | 197,856 | -3,746 | -1.9% | -$9.09万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $486.24万 | 1.95% | 143,986 | -19,981 | -12.2% | -$67.48万 | 减仓 |
| IJR | ISHARES TR | $490.78万 | 1.96% | 39,480 | -1,526 | -3.7% | -$18.97万 | 减仓 |
| IGSB | ISHARES TR | $493.29万 | 1.97% | 93,852 | 11,696 | 14.2% | $61.47万 | 加仓 |
| HEFA | ISHARES TR | $595.48万 | 2.38% | 140,130 | 22,845 | 19.5% | $97.08万 | 加仓 |
| AAPL | APPLE INC | $668.41万 | 2.68% | 26,337 | -564 | -2.1% | -$14.31万 | 减仓 |
| IJH | ISHARES TR | $702.43万 | 2.81% | 104,018 | 3,553 | 3.5% | $23.99万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,086.14万 | 4.35% | 50,504 | -530 | -1.0% | -$11.40万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,155.23万 | 4.62% | 131,038 | -12,332 | -8.6% | -$108.72万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,205.63万 | 4.83% | 18,539 | 472 | 2.6% | $30.70万 | 加仓 |
| IVV | ISHARES TR | $1,672.56万 | 6.70% | 25,605 | -92 | -0.4% | -$6.01万 | 减仓 |