13F 机构持仓

Bigelow Investment Advisors, LLC

Portland ME · SEC CIK 0001729516

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.76亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 6.7%
SPY 4.8%
IAU 4.6%
VIG 4.3%
IJH 2.8%
AAPL 2.7%
HEFA 2.4%
IGSB 2.0%
IJR 2.0%
BUFR 1.9%

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
DSI ISHARES TR $56.07万0.22%4,626 -537-10.4% -$6.51万 减仓
UNH UNITEDHEALTH GROUP INC $55.88万0.22%2,065 -239-10.4% -$6.47万 减仓
UPS UNITED PARCEL SVCS INC $53.96万0.22%5,485 -329-5.7% -$3.24万 减仓
GS GOLDMAN SACHS GROUP INC $53.80万0.22%636 6311.0% $5.33万 加仓
NSC NORFOLK SOUTHN CORP $51.60万0.21%1,798 -4-0.2% -$1,148 减仓
SCHH SCHWAB STRATEGIC TR $50.88万0.20%23,674 -1,576-6.2% -$3.39万 减仓
SYY SYSCO CORP $50.74万0.20%7,114 3004.4% $2.14万 加仓
ESGD ISHARES TR $49.83万0.20%5,212 501.0% $4,781 加仓
BKNG BOOKING HOLDINGS INC $49.68万0.20%118 65.4% $2.53万 加仓
IBB ISHARES TR $49.49万0.20%2,931 -641-17.9% -$10.82万 减仓
SCHA SCHWAB STRATEGIC TR $47.40万0.19%16,301 -1,840-10.1% -$5.35万 减仓
BDX BECTON DICKINSON & CO $43.99万0.18%2,798 -37-1.3% -$5,818 减仓
MUB ISHARES TR $43.46万0.17%4,094 1002.5% $1.06万 加仓
IAGG ISHARES TR $41.96万0.17%8,385 -641-7.1% -$3.21万 减仓
BX BLACKSTONE INC $41.72万0.17%3,628 -57-1.5% -$6,554 减仓
SCHZ SCHWAB STRATEGIC TR $41.32万0.17%17,797 -3,919-18.0% -$9.10万 减仓
VGT VANGUARD WORLD FD $40.47万0.16%580 -135-18.9% -$9.42万 减仓
VOO VANGUARD INDEX FDS $38.78万0.16%649 00.0% — 不变
ADI ANALOG DEVICES INC $36.71万0.15%1,154 -75-6.1% -$2.39万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $36.19万0.14%1,071 575.6% $1.93万 加仓
MMM 3M CO $34.75万0.14%2,393 00.0% — 不变
TFLO ISHARES TR $33.95万0.14%6,705 -2,535-27.4% -$12.83万 减仓
SCHF SCHWAB STRATEGIC TR $33.70万0.13%13,617 -1,715-11.2% -$4.24万 减仓
MCD MCDONALDS CORP $33.63万0.13%1,082 -5-0.5% -$1,554 减仓
EFA ISHARES TR $32.72万0.13%3,369 00.0% — 不变
SUSL ISHARES TR $31.92万0.13%2,810 2,810— $31.92万 新建仓
CRM SALESFORCE INC $31.62万0.13%1,694 -228-11.9% -$4.26万 减仓
MRVL MARVELL TECHNOLOGY INC $31.60万0.13%3,190 53620.2% $5.31万 加仓
PANW PALO ALTO NETWORKS INC $31.20万0.12%1,946 301.6% $4,810 加仓
UBER UBER TECHNOLOGIES INC $30.80万0.12%4,282 3218.1% $2.31万 加仓
KEX KIRBY CORP $29.30万0.12%2,205 -73-3.2% -$9,700 减仓
PYPL PAYPAL HLDGS INC $28.40万0.11%6,279 -1,238-16.5% -$5.60万 减仓
ESGE ISHARES INC $27.17万0.11%5,975 50.1% $227 加仓
— ELECTRONIC ARTS INC $27.01万0.11%1,325 -60-4.3% -$1.22万 减仓
INTU INTUIT $26.94万0.11%623 -19-3.0% -$8,215 减仓
UNP UNION PAC CORP $26.06万0.10%1,074 13214.0% $3.20万 加仓
PFE PFIZER INC $25.77万0.10%9,176 -430-4.5% -$1.21万 减仓
SOXX ISHARES TR $25.67万0.10%781 781— $25.67万 新建仓
ICVT ISHARES TR $25.16万0.10%2,472 -216-8.0% -$2.20万 减仓
VCSH VANGUARD SCOTTSDALE FDS $25.03万0.10%3,158 -150-4.5% -$1.19万 减仓
PWR QUANTA SVCS INC $24.98万0.10%455 455— $24.98万 新建仓
ITW ILLINOIS TOOL WKS INC $24.62万0.10%946 00.0% — 不变
IWB ISHARES TR $23.89万0.10%670 00.0% — 不变
P EVERPURE INC $23.11万0.09%3,914 3,914— $23.11万 新建仓
MU MICRON TECHNOLOGY INC $22.84万0.09%676 676— $22.84万 新建仓
ADSK AUTODESK INC $21.57万0.09%901 -93-9.4% -$2.23万 减仓
SUSB ISHARES TR $21.45万0.09%8,559 2673.2% $6,692 加仓
IEF ISHARES TR $21.28万0.09%2,230 -94-4.0% -$8,972 减仓
CB CHUBB LTD SWITZ $21.19万0.08%650 00.0% — 不变
MKC MCCORMICK & CO INC $20.93万0.08%4,149 -480-10.4% -$2.42万 减仓
COF CAPITAL ONE FINL CORP $20.83万0.08%1,142 1,142— $20.83万 新建仓
SUB ISHARES TR $20.57万0.08%1,931 1,931— $20.57万 新建仓
CMCSA COMCAST CORP NEW $20.40万0.08%7,105 -621-8.0% -$1.78万 重新持有
ROL ROLLINS INC $00.00%0 —— — 申报中断
IBM INTERNATIONAL BUSINESS MACHS $00.00%0 —— — 申报中断
FSLR FIRST SOLAR INC $00.00%0 —— — 申报中断
ABT ABBOTT LABS $00.00%0 -1,601-100.0% -$20.06万 清仓