Baron Financial Group, LLC
Fair Lawn NJ · SEC CIK 0001832093
$1.85亿2026Q1 申报市值
53持仓数
55.9%前十大占比 · 第一大 11.5%
0 / 2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
VTIP 加仓+$37.86万
BWX 加仓+$35.71万
SPY 加仓+$32.78万
BNDX 加仓+$31.46万
IWR 加仓+$29.43万
2026Q1 卖出最多 按季末市值估算
GLD 减仓-$62.26万
AAPL 减仓-$45.13万
VEA 清仓-$26.71万
IEMG 减仓-$22.30万
ADP 清仓-$21.82万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -4,275 | -100.0% | -$26.71万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -848 | -100.0% | -$21.82万 | 清仓 |
| DSI | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AMPLIFY ETF TR | $19.18万 | 0.10% | 12,880 | 1,265 | 10.9% | $1.88万 | 加仓 |
| ICLN | ISHARES TR | $21.03万 | 0.11% | 11,500 | 970 | 9.2% | $1.77万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $23.97万 | 0.13% | 815 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $25.69万 | 0.14% | 2,420 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $26.09万 | 0.14% | 1,595 | 131 | 8.9% | $2.14万 | 加仓 |
| ABBV | ABBVIE INC | $28.47万 | 0.15% | 1,309 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $29.11万 | 0.16% | 3,415 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $29.39万 | 0.16% | 3,246 | -55 | -1.7% | -$4,979 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $29.40万 | 0.16% | 1,367 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $36.12万 | 0.19% | 1,505 | -50 | -3.2% | -$1.20万 | 减仓 |
| VGT | VANGUARD WORLD FD | $43.82万 | 0.24% | 628 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $44.15万 | 0.24% | 739 | 364 | 97.1% | $21.75万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $46.81万 | 0.25% | 25,977 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $46.93万 | 0.25% | 5,985 | -292 | -4.7% | -$2.29万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $53.45万 | 0.29% | 3,065 | -297 | -8.8% | -$5.18万 | 减仓 |
| MSFT | MICROSOFT CORP | $59.54万 | 0.32% | 1,608 | -211 | -11.6% | -$7.81万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $64.54万 | 0.35% | 2,663 | 19 | 0.7% | $4,605 | 加仓 |
| C | CITIGROUP INC | $64.64万 | 0.35% | 5,700 | -166 | -2.8% | -$1.88万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $68.28万 | 0.37% | 14,880 | 5,575 | 59.9% | $25.58万 | 加仓 |
| SRVR | PACER FDS TR | $74.65万 | 0.40% | 23,910 | 6,535 | 37.6% | $20.40万 | 加仓 |
| — | EXXON MOBIL CORP | $113.85万 | 0.61% | 6,710 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $151.88万 | 0.82% | 5,984 | -1,778 | -22.9% | -$45.13万 | 减仓 |
| IJH | ISHARES TR | $154.05万 | 0.83% | 22,812 | -669 | -2.8% | -$4.52万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $188.86万 | 1.02% | 5,887 | -72 | -1.2% | -$2.31万 | 减仓 |
| ESGE | ISHARES INC | $193.64万 | 1.04% | 42,586 | -2,866 | -6.3% | -$13.03万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $199.90万 | 1.08% | 18,575 | 10 | 0.1% | $1,076 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $239.71万 | 1.29% | 3,887 | -62 | -1.6% | -$3.82万 | 减仓 |
| IWD | ISHARES TR | $240.19万 | 1.30% | 11,241 | -215 | -1.9% | -$4.59万 | 减仓 |
| IEMG | ISHARES INC | $272.67万 | 1.47% | 39,093 | -3,197 | -7.6% | -$22.30万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $276.54万 | 1.49% | 60,578 | -320 | -0.5% | -$1.46万 | 减仓 |
| VB | VANGUARD INDEX FDS | $302.52万 | 1.63% | 11,550 | 278 | 2.5% | $7.28万 | 加仓 |
| ESGD | ISHARES TR | $306.84万 | 1.65% | 32,090 | -840 | -2.6% | -$8.03万 | 减仓 |
| IWF | ISHARES TR | $314.60万 | 1.70% | 7,378 | -110 | -1.5% | -$4.69万 | 减仓 |
| BWX | SPDR SERIES TRUST | $326.82万 | 1.76% | 148,891 | 16,270 | 12.3% | $35.71万 | 加仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $335.64万 | 1.81% | 98,371 | 1,640 | 1.7% | $5.60万 | 加仓 |
| IJR | ISHARES TR | $381.42万 | 2.06% | 30,683 | -974 | -3.1% | -$12.11万 | 减仓 |
| VHT | VANGUARD WORLD FD | $393.35万 | 2.12% | 14,444 | -22 | -0.2% | -$5,991 | 减仓 |
| SUB | ISHARES TR | $435.90万 | 2.35% | 40,930 | -15 | -0.0% | -$1,598 | 减仓 |
| IQLT | ISHARES TR | $463.42万 | 2.50% | 100,242 | -1,813 | -1.8% | -$8.38万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $473.43万 | 2.55% | 105,559 | 2,560 | 2.5% | $11.48万 | 加仓 |
| ICVT | ISHARES TR | $506.54万 | 2.73% | 49,763 | 43 | 0.1% | $4,377 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $532.22万 | 2.87% | 83,237 | -1,548 | -1.8% | -$9.90万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $538.03万 | 2.90% | 111,972 | 6,547 | 6.2% | $31.46万 | 加仓 |
| EEM | ISHARES TR | $539.34万 | 2.91% | 94,971 | -2,350 | -2.4% | -$13.35万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $564.62万 | 3.05% | 63,655 | 1,663 | 2.7% | $14.75万 | 加仓 |
| IWR | ISHARES TR | $661.51万 | 3.57% | 68,036 | 3,027 | 4.7% | $29.43万 | 加仓 |
| CWB | SPDR SERIES TRUST | $662.48万 | 3.57% | 72,386 | -115 | -0.2% | -$1.05万 | 减仓 |
| GLD | SPDR GOLD TR | $700.60万 | 3.78% | 16,282 | -1,447 | -8.2% | -$62.26万 | 减仓 |
| EFA | ISHARES TR | $726.35万 | 3.92% | 74,781 | -449 | -0.6% | -$4.36万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,250.55万 | 6.74% | 21,667 | 233 | 1.1% | $13.45万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,319.13万 | 7.11% | 264,090 | 7,580 | 3.0% | $37.86万 | 加仓 |
| IWM | ISHARES TR | $1,815.24万 | 9.79% | 73,195 | -548 | -0.7% | -$13.59万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,123.50万 | 11.45% | 32,652 | 504 | 1.6% | $32.78万 | 加仓 |