BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Boca Raton FL · SEC CIK 0001851395
$7.91亿2026Q2 申报市值
140持仓数
55.6%前十大占比 · 第一大 8.3%
10 / 8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
AAPL 加仓+$764.44万
AGG 加仓+$310.33万
JPM 加仓+$206.88万
JMUB 加仓+$198.79万
IWF 加仓+$176.77万
2026Q2 卖出最多 按季末市值估算
VGIT 减仓-$102.28万
ACWV 减仓-$69.05万
VTI 减仓-$40.82万
VLUE 减仓-$35.93万
HONEYWELL INTL I 清仓-$33.10万
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 | $6,568.66万 | 8.31% | 87,712 | 418 | 0.5% | $31.30万 | 加仓 |
| IWF | ISHARES TR | $6,048.12万 | 7.65% | 487,084 | 14,236 | 3.0% | $176.77万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $5,783.82万 | 7.32% | 265,398 | -525 | -0.2% | -$11.44万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $5,391.34万 | 6.82% | 145,696 | -1,103 | -0.8% | -$40.82万 | 减仓 |
| AGG | ISHARES TR | $4,520.69万 | 5.72% | 456,728 | 31,353 | 7.4% | $310.33万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4,343.52万 | 5.49% | 183,565 | 3,183 | 1.8% | $75.32万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $3,105.85万 | 3.93% | 423,082 | 22,985 | 5.7% | $168.73万 | 加仓 |
| IJH | ISHARES TR | $2,938.86万 | 3.72% | 381,125 | 2,789 | 0.7% | $21.51万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $2,653.37万 | 3.36% | 310,372 | -2,053 | -0.7% | -$17.55万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,572.47万 | 3.25% | 298,638 | 8,172 | 2.8% | $70.39万 | 加仓 |
| IJR | ISHARES TR | $2,532.85万 | 3.20% | 170,780 | 3,099 | 1.8% | $45.96万 | 加仓 |
| USMV | ISHARES TR | $2,133.65万 | 2.70% | 221,195 | 5,071 | 2.3% | $48.92万 | 加仓 |
| AAPL | APPLE INC | $1,930.55万 | 2.44% | 66,717 | 26,418 | 65.6% | $764.44万 | 加仓 |
| IEMG | ISHARES INC | $1,798.57万 | 2.27% | 217,113 | 5,673 | 2.7% | $47.00万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,754.13万 | 2.22% | 25,540 | 1,337 | 5.5% | $91.83万 | 加仓 |
| ITOT | ISHARES TR | $1,693.64万 | 2.14% | 103,101 | 2,827 | 2.8% | $46.44万 | 加仓 |
| ACWV | ISHARES INC | $1,549.57万 | 1.96% | 128,883 | -5,743 | -4.3% | -$69.05万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,388.32万 | 1.76% | 274,073 | 39,244 | 16.7% | $198.79万 | 加仓 |
| IXUS | ISHARES TR | $1,364.61万 | 1.73% | 142,981 | 4,720 | 3.4% | $45.05万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,056.07万 | 1.34% | 208,792 | 1,628 | 0.8% | $8.23万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,005.58万 | 1.27% | 63,632 | -738 | -1.1% | -$11.66万 | 减仓 |
| MUB | ISHARES TR | $983.49万 | 1.24% | 91,385 | 2,199 | 2.5% | $23.67万 | 加仓 |
| IEFA | ISHARES TR | $933.14万 | 1.18% | 96,618 | 5,237 | 5.7% | $50.58万 | 加仓 |
| VFMF | VANGUARD WELLINGTON FD | $761.82万 | 0.96% | 43,048 | 3,118 | 7.8% | $55.18万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $701.57万 | 0.89% | 221,245 | 4,580 | 2.1% | $14.52万 | 加仓 |
| VB | VANGUARD INDEX FDS | $699.53万 | 0.88% | 23,077 | 104 | 0.5% | $3.15万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $613.32万 | 0.78% | 118,653 | 5,983 | 5.3% | $30.93万 | 加仓 |
| VO | VANGUARD INDEX FDS | $571.46万 | 0.72% | 70,927 | 811 | 1.2% | $6.53万 | 加仓 |
| MSFT | MICROSOFT CORP | $494.46万 | 0.63% | 13,255 | -154 | -1.1% | -$5.74万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $473.58万 | 0.60% | 80,295 | -17,341 | -17.8% | -$102.28万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $469.25万 | 0.59% | 14,335 | 6,320 | 78.9% | $206.88万 | 加仓 |
| VLUE | ISHARES TR | $403.64万 | 0.51% | 20,201 | -1,798 | -8.2% | -$35.93万 | 减仓 |
| HDV | ISHARES TR | $362.64万 | 0.46% | 132,302 | -233 | -0.2% | -$6,387 | 减仓 |
| XT | ISHARES TR | $331.83万 | 0.42% | 40,158 | 637 | 1.6% | $5.26万 | 加仓 |
| GOOGL | ALPHABET INC | $326.75万 | 0.41% | 9,143 | 90 | 1.0% | $3.22万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $315.81万 | 0.40% | 4,229 | 16 | 0.4% | $1.19万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $307.54万 | 0.39% | 16,142 | -42 | -0.3% | -$8,002 | 减仓 |
| AMZN | AMAZON COM INC | $291.18万 | 0.37% | 12,217 | 2 | 0.0% | $477 | 加仓 |
| SGOV | ISHARES TR | $290.79万 | 0.37% | 28,885 | 7,958 | 38.0% | $80.12万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $280.00万 | 0.35% | 46,908 | 413 | 0.9% | $2.47万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $265.74万 | 0.34% | 37,297 | 356 | 1.0% | $2.54万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $246.90万 | 0.31% | 29,481 | -1,861 | -5.9% | -$15.59万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $245.25万 | 0.31% | 12,257 | -39 | -0.3% | -$7,804 | 减仓 |
| GOOG | ALPHABET INC | $236.73万 | 0.30% | 6,700 | -100 | -1.5% | -$3.53万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $187.50万 | 0.24% | 3,747 | 226 | 6.4% | $11.31万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $184.81万 | 0.23% | 36,792 | 1,613 | 4.6% | $8.10万 | 加仓 |
| V | VISA INC | $176.23万 | 0.22% | 5,136 | -300 | -5.5% | -$10.29万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $169.44万 | 0.21% | 1,811 | -19 | -1.0% | -$1.78万 | 减仓 |
| META | META PLATFORMS INC | $165.95万 | 0.21% | 2,946 | 16 | 0.5% | $9,013 | 加仓 |
| CINF | CINCINNATI FINL CORP | $148.61万 | 0.19% | 8,027 | -82 | -1.0% | -$1.52万 | 重新持有 |
| IBDR | ISHARES TR | $147.12万 | 0.19% | 60,718 | -5,715 | -8.6% | -$13.85万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $140.97万 | 0.18% | 30,990 | 10,472 | 51.0% | $47.64万 | 加仓 |
| IBDT | ISHARES TR | $136.95万 | 0.17% | 54,236 | 6,374 | 13.3% | $16.09万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $133.41万 | 0.17% | 5,253 | 276 | 5.5% | $7.01万 | 加仓 |
| AMAT | APPLIED MATLS INC | $129.79万 | 0.16% | 1,795 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $128.58万 | 0.16% | 3,057 | -26 | -0.8% | -$1.09万 | 减仓 |
| AVGO | BROADCOM INC | $128.45万 | 0.16% | 3,400 | 110 | 3.3% | $4.16万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $128.14万 | 0.16% | 14,599 | 589 | 4.2% | $5.17万 | 加仓 |
| IWD | ISHARES TR | $125.91万 | 0.16% | 5,193 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $124.58万 | 0.16% | 9,201 | -68 | -0.7% | -$9,207 | 减仓 |
| IBDU | ISHARES TR | $123.84万 | 0.16% | 53,470 | 11,055 | 26.1% | $25.60万 | 重新持有 |
| IBDS | ISHARES TR | $119.98万 | 0.15% | 49,536 | 4,859 | 10.9% | $11.77万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $116.68万 | 0.15% | 7,956 | -85 | -1.1% | -$1.25万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $102.11万 | 0.13% | 2,079 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $100.54万 | 0.13% | 10,446 | -23 | -0.2% | -$2,214 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $94.25万 | 0.12% | 18,638 | -1,291 | -6.5% | -$6.53万 | 减仓 |
| LLY | ELI LILLY & CO | $93.06万 | 0.12% | 775 | -9 | -1.1% | -$1.08万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $90.63万 | 0.11% | 7,173 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $89.49万 | 0.11% | 6,964 | 193 | 2.9% | $2.48万 | 加仓 |
| — | EXXON MOBIL CORP | $89.19万 | 0.11% | 6,523 | 3,374 | 107.1% | $46.13万 | 加仓 |
| WMT | WALMART INC | $86.10万 | 0.11% | 7,602 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $84.55万 | 0.11% | 794 | 17 | 2.2% | $1.81万 | 加仓 |
| LRGF | ISHARES TR | $82.13万 | 0.10% | 10,860 | -358 | -3.2% | -$2.71万 | 减仓 |
| SO | SOUTHERN CO | $80.13万 | 0.10% | 8,372 | 287 | 3.5% | $2.75万 | 加仓 |
| IBDV | ISHARES TR | $75.99万 | 0.10% | 34,859 | 2,387 | 7.4% | $5.20万 | 加仓 |
| QQQ | INVESCO QQQ TR | $75.33万 | 0.10% | 1,023 | 73 | 7.7% | $5.38万 | 重新持有 |
| CVX | CHEVRON CORPORATION | $71.76万 | 0.09% | 4,329 | -146 | -3.3% | -$2.42万 | 减仓 |
| IBDW | ISHARES TR | $69.16万 | 0.09% | 33,186 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $68.74万 | 0.09% | 1,866 | -59 | -3.1% | -$2.17万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $65.05万 | 0.08% | 1,565 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $62.70万 | 0.08% | 3,995 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $62.67万 | 0.08% | 1,777 | -47 | -2.6% | -$1.66万 | 减仓 |
| MO | ALTRIA GROUP INC | $59.64万 | 0.08% | 8,289 | 1,000 | 13.7% | $7.20万 | 加仓 |
| CSCO | CISCO SYS INC | $58.36万 | 0.07% | 4,968 | -30 | -0.6% | -$3,524 | 减仓 |
| MCD | MCDONALDS CORP | $55.20万 | 0.07% | 2,042 | -188 | -8.4% | -$5.08万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $55.06万 | 0.07% | 1,072 | 50 | 4.9% | $2.57万 | 加仓 |
| RTX | RTX CORPORATION | $54.93万 | 0.07% | 2,895 | 6 | 0.2% | $1,138 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $54.77万 | 0.07% | 6,684 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $54.32万 | 0.07% | 22,560 | -300 | -1.3% | -$7,224 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $54.16万 | 0.07% | 4,229 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $53.68万 | 0.07% | 1,909 | 491 | 34.6% | $13.81万 | 加仓 |
| ABBV | ABBVIE INC | $49.98万 | 0.06% | 1,986 | -16 | -0.8% | -$4,026 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $49.06万 | 0.06% | 3,875 | -79 | -2.0% | -$1.00万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $48.63万 | 0.06% | 19,056 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $47.23万 | 0.06% | 813 | 813 | — | $47.23万 | 新建仓 |
| QUAL | ISHARES TR | $45.20万 | 0.06% | 2,060 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $43.89万 | 0.06% | 3,967 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $43.22万 | 0.05% | 3,616 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $39.99万 | 0.05% | 2,268 | 56 | 2.5% | $9,874 | 加仓 |
| ASML | ASML HLDG NV | $39.39万 | 0.05% | 198 | -16 | -7.5% | -$3.18万 | 减仓 |