13F 机构持仓

Ballast, Inc.

Lexington KY · SEC CIK 0001730477

2026Q22026Q1 更早 9 个季度 🔒
$4.32亿2026Q1 申报市值
133持仓数
53.8%前十大占比 · 第一大 10.4%
2 / 4新建仓 / 清仓
申报市值走势$5.30亿2026Q2
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

VB 10.4%
VO 9.4%
SPHQ 6.5%
VYM 5.1%
RSP 4.3%
VEU 4.2%
SHY 4.2%
IWD 3.7%
PFF 3.0%
AAPL 3.0%

2026Q1 买入最多 按季末市值估算

VO 加仓+$84.69万
IWD 加仓+$68.57万
VYM 加仓+$67.56万
CAT 加仓+$67.16万
VB 加仓+$67.00万

2026Q1 卖出最多 按季末市值估算

VXUS 清仓-$73.36万
VTI 减仓-$66.28万
EXXON MOBIL CORP 减仓-$52.85万
BNDX 清仓-$33.60万
XPO 减仓-$29.73万

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
VXUS VANGUARD STAR FDS $00.00%0 -9,724-100.0% -$73.36万 清仓
BNDX VANGUARD CHARLOTTE FDS $00.00%0 -6,953-100.0% -$33.60万 清仓
ACN ACCENTURE PLC IRELAND $00.00%0 -930-100.0% -$24.95万 清仓
MCO MOODYS CORP $00.00%0 -445-100.0% -$22.73万 清仓
PACK RANPAK HOLDINGS CORP $3.90万0.01%10,925 00.0% — 不变
IWM ISHARES TR $20.48万0.05%826 25945.7% $6.42万 重新持有
ALL ALLSTATE CORP $20.75万0.05%1,001 00.0% — 不变
GXO GXO LOGISTICS INCORPORATED $21.06万0.05%4,062 00.0% — 不变
LIN LINDE PLC $21.07万0.05%425 10.2% $496 重新持有
D DOMINION ENERGY INC $21.47万0.05%3,473 -469-11.9% -$2.90万 减仓
SPDW SPDR INDEX SHS FDS $22.65万0.05%4,962 -64-1.3% -$2,921 减仓
LMT LOCKHEED MARTIN CORP $23.03万0.05%381 381— $23.03万 新建仓
GE GE AEROSPACE $23.55万0.05%830 -56-6.3% -$1.59万 减仓
MGK VANGUARD WORLD FD $23.74万0.05%646 00.0% — 不变
ABT ABBOTT LABORATORIES $23.95万0.06%2,333 -278-10.6% -$2.85万 减仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $23.98万0.06%3,908 -668-14.6% -$4.10万 减仓
CHD CHURCH & DWIGHT CO INC $24.14万0.06%2,587 -251-8.8% -$2.34万 减仓
BX BLACKSTONE INC $24.22万0.06%2,106 00.0% — 不变
XLE SELECT SECTOR SPDR TR $24.50万0.06%4,000 4,000— $24.50万 新建仓
KKR KKR & CO INC $25.46万0.06%2,752 00.0% — 不变
SLF SUN LIFE FINANCIAL INC. $25.54万0.06%4,083 00.0% — 不变
T AT&T INC $26.26万0.06%9,058 6477.7% $1.88万 加仓
MKL MARKEL GROUP INC $27.37万0.06%143 00.0% — 不变
QQQ INVESCO QQQ TR $27.70万0.06%480 10929.4% $6.29万 加仓
PLTR PALANTIR TECHNOLOGIES INC $29.23万0.07%1,998 361.8% $5,266 加仓
Q QNITY ELECTRONICS INC $29.50万0.07%2,557 -334-11.6% -$3.85万 减仓
SHOP SHOPIFY INC $29.95万0.07%2,525 68537.2% $8.13万 加仓
SPYG SPDR SERIES TRUST $32.58万0.08%3,328 1073.3% $1.05万 加仓
DGX QUEST DIAGNOSTICS INC $33.55万0.08%1,712 00.0% — 不变
USB US BANCORP $34.00万0.08%6,538 00.0% — 不变
CINF CINCINNATI FINL CORP $34.15万0.08%2,170 00.0% — 不变
WFC WELLS FARGO & CO $34.26万0.08%4,303 -298-6.5% -$2.37万 减仓
FDX FEDEX CORP $34.80万0.08%977 00.0% — 不变
SPYV SPDR SERIES TRUST $35.82万0.08%6,331 -135-2.1% -$7,638 减仓
EMR EMERSON ELEC CO $36.12万0.08%2,757 00.0% — 不变
IWS ISHARES TR $36.25万0.08%2,487 00.0% — 不变
AVGO BROADCOM INC $36.99万0.09%1,195 00.0% — 不变
VNQ VANGUARD INDEX FDS $37.12万0.09%4,185 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $38.21万0.09%560 -58-9.4% -$3.96万 减仓
CHDN CHURCHILL DOWNS INC $38.31万0.09%4,265 -111-2.5% -$9,971 减仓
MA MASTERCARD INCORPORATED $40.87万0.09%818 -50-5.8% -$2.50万 减仓
IJR ISHARES TR $41.97万0.10%3,376 00.0% — 不变
VOO VANGUARD INDEX FDS $42.01万0.10%703 9615.8% $5.74万 加仓
BAC BANK AMERICA CORP $43.78万0.10%8,981 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $44.23万0.10%14,415 00.0% — 不变
AFL AFLAC INC $44.86万0.10%4,089 00.0% — 不变
CVX CHEVRON CORPORATION $45.21万0.10%2,185 -100-4.4% -$2.07万 减仓
COP CONOCOPHILLIPS $47.31万0.11%3,584 -3-0.1% -$396 减仓
MRK MERCK & CO INC $47.56万0.11%3,954 50014.5% $6.01万 加仓
TSLA TESLA INC $47.99万0.11%1,291 30030.3% $11.15万 加仓
META META PLATFORMS INC $48.75万0.11%852 12717.5% $7.27万 加仓
CBK COMMERCIAL BANCGROUP INC $49.37万0.11%18,975 00.0% — 不变
NEE NEXTERA ENERGY INC $51.07万0.12%5,498 00.0% — 不变
XPO XPO INC $51.46万0.12%2,645 -1,528-36.6% -$29.73万 减仓
GS GOLDMAN SACHS GROUP INC $53.47万0.12%632 -21-3.2% -$1.78万 减仓
SYK STRYKER CORPORATION $53.99万0.12%1,643 00.0% — 不变
VXF VANGUARD INDEX FDS $54.02万0.12%2,625 00.0% — 不变
GD GENERAL DYNAMICS CORP $54.09万0.13%1,576 00.0% — 不变
VTV VANGUARD INDEX FDS $55.15万0.13%2,811 -70-2.4% -$1.37万 减仓
GLD SPDR GOLD TR $55.72万0.13%1,295 00.0% — 不变
VTI VANGUARD INDEX FDS $57.91万0.13%1,805 -2,066-53.4% -$66.28万 减仓
NSC NORFOLK SOUTHN CORP $61.10万0.14%2,129 00.0% — 不变
IJH ISHARES TR $64.93万0.15%9,615 -22-0.2% -$1,486 减仓
ORCL ORACLE CORP $65.11万0.15%4,426 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $66.47万0.15%3,091 00.0% — 不变
BRK/A BERKSHIRE HATHAWAY INC DEL $71.81万0.17%1 00.0% — 不变
ABBV ABBVIE INC $72.29万0.17%3,324 00.0% — 不变
MCD MCDONALDS CORP $72.35万0.17%2,328 -130-5.3% -$4.04万 减仓
AXP AMERICAN EXPRESS CO $83.97万0.19%2,776 -78-2.7% -$2.36万 减仓
KO COCA COLA CO $89.96万0.21%11,829 -277-2.3% -$2.11万 减仓
MDT MEDTRONIC PLC $112.12万0.26%12,939 1511.2% $1.31万 加仓
KMB KIMBERLY-CLARK CORP $114.36万0.26%11,854 2712.3% $2.61万 加仓
SPY STATE STR SPDR S&P 500 ETF T $117.13万0.27%1,801 54042.8% $35.12万 加仓
CRM SALESFORCE INC $118.01万0.27%6,322 951.5% $1.77万 加仓
PFE PFIZER INC $121.68万0.28%43,332 7141.7% $2.00万 加仓
IVV ISHARES TR $125.42万0.29%1,920 40.2% $2,613 加仓
— DUPONT DE NEMOURS INC $128.15万0.30%27,980 6102.2% $2.79万 加仓
TMUS T-MOBILE US INC $128.31万0.30%6,109 1242.1% $2.60万 加仓
MDLZ MONDELEZ INTL INC $129.32万0.30%22,435 5762.6% $3.32万 加仓
UNP UNION PAC CORP $133.83万0.31%5,516 1983.7% $4.80万 加仓
NKE NIKE INC $135.54万0.31%25,661 7683.1% $4.06万 加仓
PEP PEPSICO INC $137.20万0.32%8,835 1091.2% $1.69万 加仓
NVDA NVIDIA CORPORATION $138.65万0.32%7,950 -57-0.7% -$9,941 减仓
V VISA INC $139.36万0.32%4,611 -24-0.5% -$7,254 减仓
DIS DISNEY WALT CO $142.97万0.33%14,834 3182.2% $3.06万 加仓
VLO VALERO ENERGY CORP $142.99万0.33%5,787 470.8% $1.16万 加仓
GLW CORNING INC $148.53万0.34%10,924 00.0% — 不变
BA BOEING CO $150.94万0.35%7,584 1962.7% $3.90万 加仓
CB CHUBB LTD SWITZ $156.80万0.36%4,811 450.9% $1.47万 加仓
NTRS NORTHERN TR CORP $164.46万0.38%11,783 1111.0% $1.55万 加仓
TXN TEXAS INSTRS INC $166.16万0.38%8,559 360.4% $6,989 加仓
— HONEYWELL INTL INC $169.66万0.39%7,506 590.8% $1.33万 加仓
HAL HALLIBURTON CO $173.67万0.40%44,543 -127-0.3% -$4,952 减仓
AMD ADVANCED MICRO DEVICES INC $178.37万0.41%8,768 96712.4% $19.67万 加仓
TFC TRUIST FINL CORP $182.23万0.42%39,641 -27-0.1% -$1,241 减仓
HD HOME DEPOT INC $187.63万0.43%5,705 861.5% $2.83万 加仓
ED CONSOLIDATED EDISON INC $188.06万0.43%16,616 2671.6% $3.02万 加仓
TRV TRAVELERS COMPANIES INC $192.04万0.44%6,584 560.9% $1.63万 加仓
CSCO CISCO SYS INC $194.77万0.45%25,102 1980.8% $1.54万 加仓
TGT TARGET CORP $199.66万0.46%16,474 570.3% $6,908 加仓