Bigelow Investment Advisors, LLC
Portland ME · SEC CIK 0001729516
$2.76亿2026Q2 申报市值
157持仓数
34.1%前十大占比 · 第一大 7.1%
7 / 6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
HEFA 加仓+$144.65万
NVDA 加仓+$49.90万
STX 新建仓+$48.25万
INTC 新建仓+$47.95万
CWB 加仓+$38.36万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$249.88万
BUFR 减仓-$52.34万
IJR 减仓-$34.81万
HON 减仓-$31.30万
IAU 减仓-$31.22万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1,952.22万 | 7.07% | 26,068 | 463 | 1.8% | $34.67万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,354.04万 | 4.90% | 18,132 | -407 | -2.2% | -$30.39万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,190.96万 | 4.31% | 50,332 | -172 | -0.3% | -$4.07万 | 减仓 |
| IAU | ISHARES GOLD TR | $958.25万 | 3.47% | 126,904 | -4,134 | -3.2% | -$31.22万 | 减仓 |
| HEFA | ISHARES TR | $802.21万 | 2.90% | 170,956 | 30,826 | 22.0% | $144.65万 | 加仓 |
| IJH | ISHARES TR | $793.73万 | 2.87% | 102,935 | -1,083 | -1.0% | -$8.35万 | 减仓 |
| AAPL | APPLE INC | $764.17万 | 2.77% | 26,409 | 72 | 0.3% | $2.08万 | 加仓 |
| IJR | ISHARES TR | $550.72万 | 1.99% | 37,133 | -2,347 | -5.9% | -$34.81万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $546.27万 | 1.98% | 161,426 | 3,304 | 2.1% | $11.18万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $513.74万 | 1.86% | 174,562 | -2,354 | -1.3% | -$6.93万 | 减仓 |
| IGSB | ISHARES TR | $510.63万 | 1.85% | 97,430 | 3,578 | 3.8% | $18.75万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $498.64万 | 1.81% | 206,562 | 8,706 | 4.4% | $21.02万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $480.27万 | 1.74% | 24,003 | 2,494 | 11.6% | $49.90万 | 加仓 |
| EMXC | ISHARES INC | $474.16万 | 1.72% | 46,350 | 2,005 | 4.5% | $20.51万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $473.64万 | 1.71% | 129,658 | -14,328 | -10.0% | -$52.34万 | 减仓 |
| GOOGL | ALPHABET INC | $445.18万 | 1.61% | 12,457 | -211 | -1.7% | -$7.54万 | 减仓 |
| MSFT | MICROSOFT CORP | $427.48万 | 1.55% | 11,460 | 364 | 3.3% | $13.58万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $417.15万 | 1.51% | 16,425 | 118 | 0.7% | $3.00万 | 加仓 |
| MBB | ISHARES TR | $398.99万 | 1.44% | 42,212 | -145 | -0.3% | -$1.37万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $392.79万 | 1.42% | 18,461 | 1,164 | 6.7% | $24.77万 | 加仓 |
| IEFA | ISHARES TR | $376.38万 | 1.36% | 38,971 | -396 | -1.0% | -$3.82万 | 减仓 |
| GOOG | ALPHABET INC | $366.37万 | 1.33% | 10,369 | -399 | -3.7% | -$14.10万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $347.95万 | 1.26% | 10,630 | 89 | 0.8% | $2.91万 | 加仓 |
| AGG | ISHARES TR | $316.79万 | 1.15% | 32,005 | -2,619 | -7.6% | -$25.92万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $285.52万 | 1.03% | 8,441 | 32 | 0.4% | $1.08万 | 加仓 |
| RTX | RTX CORPORATION | $278.47万 | 1.01% | 14,677 | -357 | -2.4% | -$6.77万 | 减仓 |
| AMZN | AMAZON COM INC | $272.28万 | 0.99% | 11,424 | -17 | -0.1% | -$4,052 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $255.58万 | 0.93% | 16,173 | 926 | 6.1% | $14.63万 | 加仓 |
| IGIB | ISHARES TR | $249.91万 | 0.90% | 47,002 | 3,327 | 7.6% | $17.69万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $242.30万 | 0.88% | 4,171 | 208 | 5.2% | $12.08万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $237.19万 | 0.86% | 33,290 | -67 | -0.2% | -$4,774 | 减仓 |
| VPU | VANGUARD WORLD FD | $215.99万 | 0.78% | 11,035 | -644 | -5.5% | -$12.61万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $215.34万 | 0.78% | 43,258 | -2,351 | -5.2% | -$11.70万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $215.21万 | 0.78% | 61,824 | 1,813 | 3.0% | $6.31万 | 加仓 |
| CSCO | CISCO SYS INC | $211.86万 | 0.77% | 18,037 | -721 | -3.8% | -$8.47万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $208.85万 | 0.76% | 72,116 | -964 | -1.3% | -$2.79万 | 减仓 |
| GVI | ISHARES TR | $201.92万 | 0.73% | 19,032 | 1,479 | 8.4% | $15.69万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $196.10万 | 0.71% | 23,727 | 236 | 1.0% | $1.95万 | 加仓 |
| FLOT | ISHARES TR | $184.20万 | 0.67% | 36,083 | -505 | -1.4% | -$2.58万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $182.31万 | 0.66% | 20,771 | 138 | 0.7% | $1.21万 | 加仓 |
| VFH | VANGUARD WORLD FD | $171.03万 | 0.62% | 12,996 | -213 | -1.6% | -$2.80万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $170.50万 | 0.62% | 11,627 | 151 | 1.3% | $2.21万 | 加仓 |
| IEMG | ISHARES INC | $169.46万 | 0.61% | 20,456 | -358 | -1.7% | -$2.97万 | 减仓 |
| CAT | CATERPILLAR INC | $169.43万 | 0.61% | 1,591 | -60 | -3.6% | -$6.39万 | 减仓 |
| TJX | TJX COS INC NEW | $163.48万 | 0.59% | 10,791 | -9 | -0.1% | -$1,364 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $158.52万 | 0.57% | 4,475 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $157.58万 | 0.57% | 16,372 | 145 | 0.9% | $1.40万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $156.92万 | 0.57% | 9,237 | -21 | -0.2% | -$3,567 | 减仓 |
| SUSA | ISHARES TR | $154.27万 | 0.56% | 9,998 | -243 | -2.4% | -$3.75万 | 减仓 |
| AMAT | APPLIED MATLS INC | $146.99万 | 0.53% | 2,033 | -317 | -13.5% | -$22.92万 | 减仓 |
| ETN | EATON CORP PLC | $142.88万 | 0.52% | 3,353 | 78 | 2.4% | $3.32万 | 加仓 |
| ECL | ECOLAB INC | $140.42万 | 0.51% | 5,040 | 69 | 1.4% | $1.92万 | 加仓 |
| VOX | VANGUARD WORLD FD | $137.71万 | 0.50% | 7,486 | -303 | -3.9% | -$5.57万 | 减仓 |
| TXN | TEXAS INSTRS INC | $128.02万 | 0.46% | 4,295 | -25 | -0.6% | -$7,452 | 减仓 |
| V | VISA INC | $127.18万 | 0.46% | 3,707 | -114 | -3.0% | -$3.91万 | 减仓 |
| BAC | BANK OF AMER CORP | $124.07万 | 0.45% | 21,774 | 331 | 1.5% | $1.89万 | 加仓 |
| PEP | PEPSICO INC | $119.92万 | 0.43% | 8,857 | -154 | -1.7% | -$2.09万 | 减仓 |
| QLTA | ISHARES TR | $119.92万 | 0.43% | 25,235 | -18 | -0.1% | -$855 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $119.86万 | 0.43% | 45,229 | 4,274 | 10.4% | $11.33万 | 加仓 |
| META | META PLATFORMS INC | $119.30万 | 0.43% | 2,118 | 136 | 6.9% | $7.66万 | 加仓 |
| GNMA | ISHARES TR | $112.39万 | 0.41% | 25,411 | -2,598 | -9.3% | -$11.49万 | 减仓 |
| CWB | SPDR SERIES TRUST | $110.34万 | 0.40% | 10,234 | 3,558 | 53.3% | $38.36万 | 加仓 |
| ROL | ROLLINS INC | $107.69万 | 0.39% | 25,800 | 0 | 0.0% | — | 重新持有 |
| HD | HOME DEPOT INC | $106.44万 | 0.39% | 3,018 | -67 | -2.2% | -$2.36万 | 减仓 |
| DE | DEERE & CO | $104.85万 | 0.38% | 1,653 | 25 | 1.5% | $1.59万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $104.28万 | 0.38% | 2,080 | 15 | 0.7% | $7,520 | 加仓 |
| ORCL | ORACLE CORP | $103.86万 | 0.38% | 7,087 | 375 | 5.6% | $5.50万 | 加仓 |
| VHT | VANGUARD WORLD FD | $103.31万 | 0.37% | 3,455 | -260 | -7.0% | -$7.77万 | 减仓 |
| ESGU | ISHARES TR | $102.74万 | 0.37% | 6,277 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $102.59万 | 0.37% | 8,735 | 1,271 | 17.0% | $14.93万 | 加仓 |
| DHR | DANAHER CORP DEL | $100.10万 | 0.36% | 5,255 | -119 | -2.2% | -$2.27万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $98.93万 | 0.36% | 3,321 | 131 | 4.1% | $3.90万 | 加仓 |
| SBUX | STARBUCKS CORP | $98.66万 | 0.36% | 9,655 | 59 | 0.6% | $6,029 | 加仓 |
| NFLX | NETFLIX INC. | $95.90万 | 0.35% | 13,432 | 643 | 5.0% | $4.59万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $95.66万 | 0.35% | 7,557 | 25 | 0.3% | $3,164 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $91.54万 | 0.33% | 793 | 117 | 17.3% | $13.51万 | 加仓 |
| LOW | LOWES COS INC | $91.42万 | 0.33% | 4,146 | 104 | 2.6% | $2.29万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $90.99万 | 0.33% | 15,243 | -277 | -1.8% | -$1.65万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $88.62万 | 0.32% | 9,666 | 369 | 4.0% | $3.38万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $84.66万 | 0.31% | 22,962 | -2,574 | -10.1% | -$9.49万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $83.62万 | 0.30% | 2,012 | -53 | -2.6% | -$2.20万 | 减仓 |
| MDT | MEDTRONIC PLC | $83.35万 | 0.30% | 10,654 | -471 | -4.2% | -$3.68万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $83.00万 | 0.30% | 1,616 | -62 | -3.7% | -$3.18万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $82.96万 | 0.30% | 1,658 | -75 | -4.3% | -$3.75万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $82.37万 | 0.30% | 2,460 | 41 | 1.7% | $1.37万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $80.17万 | 0.29% | 857 | 33 | 4.0% | $3.09万 | 加仓 |
| VDC | VANGUARD WORLD FD | $77.46万 | 0.28% | 3,435 | 407 | 13.4% | $9.18万 | 加仓 |
| MRK | MERCK & CO INC | $77.22万 | 0.28% | 6,009 | -194 | -3.1% | -$2.49万 | 减仓 |
| LLY | ELI LILLY & CO | $76.64万 | 0.28% | 639 | -6 | -0.9% | -$7,197 | 减仓 |
| CSX | CSX CORP | $76.17万 | 0.28% | 16,026 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $74.58万 | 0.27% | 6,585 | 89 | 1.4% | $1.01万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $73.74万 | 0.27% | 17,416 | 788 | 4.7% | $3.34万 | 加仓 |
| IWM | ISHARES TR | $73.70万 | 0.27% | 2,453 | -32 | -1.3% | -$9,614 | 减仓 |
| TIP | ISHARES TR | $70.99万 | 0.26% | 6,487 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $69.54万 | 0.25% | 1,321 | -47 | -3.4% | -$2.47万 | 减仓 |
| IYF | ISHARES TR | $68.56万 | 0.25% | 5,377 | -75 | -1.4% | -$9,563 | 减仓 |
| FDX | FEDEX CORP | $68.26万 | 0.25% | 2,180 | 183 | 9.2% | $5.73万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $67.86万 | 0.25% | 671 | 35 | 5.5% | $3.54万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $67.63万 | 0.24% | 2,405 | -2 | -0.1% | -$562 | 重新持有 |
| TT | TRANE TECHNOLOGIES PLC | $65.86万 | 0.24% | 1,341 | -9 | -0.7% | -$4,420 | 减仓 |