Baron Financial Group, LLC
Fair Lawn NJ · SEC CIK 0001832093
$2.10亿2026Q2 申报市值
56持仓数
56.8%前十大占比 · 第一大 11.9%
1 / 0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
IWR 加仓+$129.42万
SPY 加仓+$47.05万
VTIP 加仓+$46.69万
VOO 加仓+$40.53万
BWX 加仓+$33.89万
2026Q2 卖出最多 按季末市值估算
IWM 减仓-$38.43万
ESGE 减仓-$34.02万
ESGD 减仓-$20.15万
VHT 减仓-$17.16万
IJR 减仓-$12.28万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $20.65万 | 0.10% | 1,502 | 1,502 | — | $20.65万 | 新建仓 |
| DSI | ISHARES TR | $20.86万 | 0.10% | 1,465 | -100 | -6.4% | -$1.42万 | 重新持有 |
| VUG | VANGUARD INDEX FDS | $20.98万 | 0.10% | 2,436 | 1,937 | 388.2% | $16.69万 | 重新持有 |
| — | AMPLIFY ETF TR | $21.40万 | 0.10% | 13,925 | 1,045 | 8.1% | $1.61万 | 加仓 |
| ICLN | ISHARES TR | $25.32万 | 0.12% | 12,355 | 855 | 7.4% | $1.75万 | 加仓 |
| MUB | ISHARES TR | $26.04万 | 0.12% | 2,420 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $26.68万 | 0.13% | 815 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $31.20万 | 0.15% | 3,231 | -15 | -0.5% | -$1,449 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $31.31万 | 0.15% | 3,415 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $32.35万 | 0.15% | 1,367 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $32.73万 | 0.16% | 1,707 | 112 | 7.0% | $2.15万 | 加仓 |
| ABBV | ABBVIE INC | $32.94万 | 0.16% | 1,309 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $46.28万 | 0.22% | 5,940 | -45 | -0.8% | -$3,506 | 减仓 |
| ARCC | ARES CAPITAL CORP | $48.14万 | 0.23% | 25,977 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $50.40万 | 0.24% | 1,470 | -35 | -2.3% | -$1.20万 | 减仓 |
| MSFT | MICROSOFT CORP | $59.47万 | 0.28% | 1,594 | -14 | -0.9% | -$5,223 | 减仓 |
| VGT | VANGUARD WORLD FD | $60.05万 | 0.29% | 5,024 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $61.51万 | 0.29% | 3,074 | 9 | 0.3% | $1,801 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $74.82万 | 0.36% | 2,661 | -2 | -0.1% | -$562 | 减仓 |
| SRVR | PACER FDS TR | $84.87万 | 0.40% | 26,713 | 2,803 | 11.7% | $8.91万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $91.29万 | 0.44% | 1,329 | 590 | 79.8% | $40.53万 | 加仓 |
| — | EXXON MOBIL CORP | $91.75万 | 0.44% | 6,711 | 1 | 0.0% | $137 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $100.71万 | 0.48% | 22,212 | 7,332 | 49.3% | $33.24万 | 加仓 |
| C | CITIGROUP INC | $109.29万 | 0.52% | 7,809 | 2,109 | 37.0% | $29.52万 | 加仓 |
| AAPL | APPLE INC | $173.21万 | 0.83% | 5,986 | 2 | 0.0% | $579 | 加仓 |
| IJH | ISHARES TR | $179.95万 | 0.86% | 23,337 | 525 | 2.3% | $4.05万 | 加仓 |
| ESGE | ISHARES INC | $198.89万 | 0.95% | 36,366 | -6,220 | -14.6% | -$34.02万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $214.85万 | 1.03% | 5,806 | -81 | -1.4% | -$3.00万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $217.37万 | 1.04% | 17,775 | -800 | -4.3% | -$9.78万 | 减仓 |
| IWD | ISHARES TR | $267.06万 | 1.27% | 11,016 | -225 | -2.0% | -$5.45万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $272.89万 | 1.30% | 3,880 | -7 | -0.2% | -$4,923 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $306.16万 | 1.46% | 60,757 | 179 | 0.3% | $9,020 | 加仓 |
| ESGD | ISHARES TR | $309.77万 | 1.48% | 30,130 | -1,960 | -6.1% | -$20.15万 | 减仓 |
| IEMG | ISHARES INC | $312.24万 | 1.49% | 37,692 | -1,401 | -3.6% | -$11.61万 | 减仓 |
| VB | VANGUARD INDEX FDS | $352.06万 | 1.68% | 11,614 | 64 | 0.6% | $1.94万 | 加仓 |
| BWX | SPDR SERIES TRUST | $356.68万 | 1.70% | 164,521 | 15,630 | 10.5% | $33.89万 | 加仓 |
| IWF | ISHARES TR | $360.99万 | 1.72% | 29,072 | -440 | -1.5% | -$5.46万 | 减仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $361.92万 | 1.73% | 98,886 | 515 | 0.5% | $1.88万 | 加仓 |
| VHT | VANGUARD WORLD FD | $414.73万 | 1.98% | 13,870 | -574 | -4.0% | -$17.16万 | 减仓 |
| SUB | ISHARES TR | $434.40万 | 2.07% | 40,800 | -130 | -0.3% | -$1.38万 | 减仓 |
| IJR | ISHARES TR | $442.78万 | 2.11% | 29,855 | -828 | -2.7% | -$12.28万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $489.17万 | 2.33% | 107,039 | 1,480 | 1.4% | $6.76万 | 加仓 |
| IQLT | ISHARES TR | $494.11万 | 2.36% | 99,720 | -522 | -0.5% | -$2.59万 | 减仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $543.75万 | 2.59% | 82,725 | -512 | -0.6% | -$3.37万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $566.10万 | 2.70% | 116,890 | 4,918 | 4.4% | $23.82万 | 加仓 |
| GLD | SPDR GOLD TR | $589.11万 | 2.81% | 15,992 | -290 | -1.8% | -$10.68万 | 减仓 |
| ICVT | ISHARES TR | $602.04万 | 2.87% | 49,453 | -310 | -0.6% | -$3.77万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $610.81万 | 2.91% | 63,343 | -312 | -0.5% | -$3.01万 | 减仓 |
| EEM | ISHARES TR | $641.91万 | 3.06% | 93,833 | -1,138 | -1.2% | -$7.79万 | 减仓 |
| CWB | SPDR SERIES TRUST | $771.73万 | 3.68% | 71,576 | -810 | -1.1% | -$8.73万 | 减仓 |
| EFA | ISHARES TR | $774.26万 | 3.69% | 74,534 | -247 | -0.3% | -$2.57万 | 减仓 |
| IWR | ISHARES TR | $879.99万 | 4.20% | 79,767 | 11,731 | 17.2% | $129.42万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,373.21万 | 6.55% | 273,385 | 9,295 | 3.5% | $46.69万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,597.29万 | 7.62% | 21,691 | 24 | 0.1% | $1.77万 | 加仓 |
| IWM | ISHARES TR | $2,160.72万 | 10.31% | 71,916 | -1,279 | -1.7% | -$38.43万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,485.41万 | 11.86% | 33,282 | 630 | 1.9% | $47.05万 | 加仓 |