BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Boca Raton FL · SEC CIK 0001851395
$6.89亿2026Q1 申报市值
134持仓数
56.3%前十大占比 · 第一大 8.3%
5 / 3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
AGG 加仓+$362.31万
BND 加仓+$257.17万
IWF 加仓+$104.94万
VXUS 加仓+$99.97万
IEMG 加仓+$90.46万
2026Q1 卖出最多 按季末市值估算
JPM 减仓-$194.25万
USMV 减仓-$77.98万
ACWV 减仓-$77.11万
IWD 减仓-$55.92万
EXXON MOBIL CORP 减仓-$52.50万
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 |
|---|---|---|---|---|---|---|---|---|
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBDU | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -981 | -100.0% | -$26.34万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -957 | -100.0% | -$25.35万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -1,045 | -100.0% | -$23.94万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SUSA | ISHARES TR | $20.49万 | 0.03% | 1,551 | -50 | -3.1% | -$6,605 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $20.56万 | 0.03% | 8,018 | 0 | 0.0% | — | 不变 |
| EIS | ISHARES INC | $20.60万 | 0.03% | 1,775 | 1,775 | — | $20.60万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $20.60万 | 0.03% | 1,061 | -383 | -26.5% | -$7.44万 | 重新持有 |
| SHOP | SHOPIFY INC | $20.60万 | 0.03% | 1,737 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $20.68万 | 0.03% | 852 | -77 | -8.3% | -$1.87万 | 重新持有 |
| IWB | ISHARES TR | $20.79万 | 0.03% | 583 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $21.73万 | 0.03% | 633 | -137 | -17.8% | -$4.70万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $21.86万 | 0.03% | 444 | -25 | -5.3% | -$1.23万 | 减仓 |
| IAU | ISHARES GOLD TR | $22.65万 | 0.03% | 2,569 | -25 | -1.0% | -$2,204 | 减仓 |
| IJJ | ISHARES TR | $23.23万 | 0.03% | 1,753 | 65 | 3.9% | $8,615 | 加仓 |
| IUSG | ISHARES TR | $23.70万 | 0.03% | 1,528 | 54 | 3.7% | $8,376 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $23.94万 | 0.03% | 2,451 | 102 | 4.3% | $9,964 | 加仓 |
| ORCL | ORACLE CORP | $24.23万 | 0.04% | 1,647 | 500 | 43.6% | $7.36万 | 加仓 |
| MS | MORGAN STANLEY | $24.75万 | 0.04% | 1,504 | -5 | -0.3% | -$823 | 减仓 |
| IUSV | ISHARES TR | $25.10万 | 0.04% | 2,455 | 124 | 5.3% | $1.27万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $25.37万 | 0.04% | 2,471 | -10 | -0.4% | -$1,027 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $26.06万 | 0.04% | 1,576 | -718 | -31.3% | -$11.87万 | 减仓 |
| IBHF | ISHARES TR | $26.59万 | 0.04% | 11,586 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $26.87万 | 0.04% | 9,267 | 2,144 | 30.1% | $6.22万 | 重新持有 |
| KO | COCA COLA CO | $27.23万 | 0.04% | 3,580 | -200 | -5.3% | -$1.52万 | 减仓 |
| APH | AMPHENOL CORP | $27.95万 | 0.04% | 2,212 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $28.27万 | 0.04% | 214 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $28.42万 | 0.04% | 1,146 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $28.55万 | 0.04% | 2,177 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $29.45万 | 0.04% | 837 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $29.64万 | 0.04% | 350 | -21 | -5.7% | -$1.78万 | 减仓 |
| IBHG | ISHARES TR | $29.67万 | 0.04% | 13,406 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $29.85万 | 0.04% | 530 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $29.99万 | 0.04% | 691 | 209 | 43.4% | $9.07万 | 重新持有 |
| ESGV | VANGUARD WORLD FD | $30.78万 | 0.04% | 2,742 | -32 | -1.2% | -$3,593 | 减仓 |
| LIN | LINDE PLC | $30.84万 | 0.04% | 622 | 622 | — | $30.84万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $31.26万 | 0.05% | 6,226 | 295 | 5.0% | $1.48万 | 加仓 |
| VGT | VANGUARD WORLD FD | $31.54万 | 0.05% | 452 | -4 | -0.9% | -$2,791 | 减仓 |
| CSX | CSX CORP | $31.74万 | 0.05% | 7,733 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $33.10万 | 0.05% | 1,464 | -46 | -3.0% | -$1.04万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $33.51万 | 0.05% | 1,108 | -337 | -23.3% | -$10.19万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $34.06万 | 0.05% | 563 | -12 | -2.1% | -$7,259 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $34.37万 | 0.05% | 1,418 | -491 | -25.7% | -$11.90万 | 减仓 |
| IUSB | ISHARES TR | $35.16万 | 0.05% | 7,613 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $35.78万 | 0.05% | 6,313 | 1,801 | 39.9% | $10.21万 | 加仓 |
| CSCO | CISCO SYS INC | $38.78万 | 0.06% | 4,998 | 163 | 3.4% | $1.26万 | 加仓 |
| QUAL | ISHARES TR | $39.51万 | 0.06% | 2,060 | 193 | 10.3% | $3.70万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $42.35万 | 0.06% | 1,565 | 791 | 102.2% | $21.40万 | 加仓 |
| ABBV | ABBVIE INC | $43.54万 | 0.06% | 2,002 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $44.14万 | 0.06% | 647 | 647 | — | $44.14万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $44.90万 | 0.07% | 3,967 | -150 | -3.6% | -$1.70万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $47.02万 | 0.07% | 4,229 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $47.40万 | 0.07% | 6,684 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $48.10万 | 0.07% | 7,289 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $48.82万 | 0.07% | 19,056 | 19,056 | — | $48.82万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $51.07万 | 0.07% | 1,022 | -86 | -7.8% | -$4.30万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $51.78万 | 0.08% | 3,954 | 763 | 23.9% | $9.99万 | 加仓 |
| — | EXXON MOBIL CORP | $53.44万 | 0.08% | 3,149 | -3,094 | -49.6% | -$52.50万 | 减仓 |
| CAT | CATERPILLAR INC | $55.05万 | 0.08% | 777 | -29 | -3.6% | -$2.05万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $55.26万 | 0.08% | 3,995 | -207 | -4.9% | -$2.86万 | 减仓 |
| RTX | RTX CORPORATION | $55.73万 | 0.08% | 2,889 | -40 | -1.4% | -$7,716 | 减仓 |
| HD | HOME DEPOT INC | $59.99万 | 0.09% | 1,824 | -256 | -12.3% | -$8.42万 | 减仓 |
| AMAT | APPLIED MATLS INC | $61.35万 | 0.09% | 1,795 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $64.19万 | 0.09% | 22,860 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $69.31万 | 0.10% | 2,230 | -51 | -2.2% | -$1.59万 | 减仓 |
| IBDW | ISHARES TR | $69.46万 | 0.10% | 33,186 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES TR | $71.08万 | 0.10% | 32,472 | -2,293 | -6.6% | -$5.02万 | 减仓 |
| LLY | ELI LILLY & CO | $72.19万 | 0.10% | 784 | -75 | -8.7% | -$6.91万 | 减仓 |
| LRGF | ISHARES TR | $74.04万 | 0.11% | 11,218 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $78.04万 | 0.11% | 8,085 | 8,085 | — | $78.04万 | 新建仓 |
| MRK | MERCK & CO INC | $81.45万 | 0.12% | 6,771 | 2,601 | 62.4% | $31.29万 | 加仓 |
| GLD | SPDR GOLD TR | $82.83万 | 0.12% | 1,925 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $86.64万 | 0.13% | 2,079 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $92.59万 | 0.13% | 4,475 | 491 | 12.3% | $10.16万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $93.60万 | 0.14% | 20,518 | 2,278 | 12.5% | $10.39万 | 加仓 |
| WMT | WALMART INC | $94.48万 | 0.14% | 7,602 | -137 | -1.8% | -$1.70万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $99.98万 | 0.15% | 7,173 | -87 | -1.2% | -$1.21万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $100.86万 | 0.15% | 19,929 | 11,181 | 127.8% | $56.59万 | 加仓 |
| DIS | DISNEY WALT CO | $100.90万 | 0.15% | 10,469 | 265 | 2.6% | $2.55万 | 加仓 |
| AVGO | BROADCOM INC | $101.84万 | 0.15% | 3,290 | 73 | 2.3% | $2.26万 | 加仓 |
| IBDS | ISHARES TR | $108.30万 | 0.16% | 44,677 | -1,862 | -4.0% | -$4.51万 | 减仓 |
| IWD | ISHARES TR | $110.97万 | 0.16% | 5,193 | -2,617 | -33.5% | -$55.92万 | 减仓 |
| TSLA | TESLA INC | $114.61万 | 0.17% | 3,083 | -50 | -1.6% | -$1.86万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $116.15万 | 0.17% | 8,041 | -2,136 | -21.0% | -$30.85万 | 减仓 |
| IBDT | ISHARES TR | $121.24万 | 0.18% | 47,862 | -1,970 | -4.0% | -$4.99万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $121.66万 | 0.18% | 4,977 | -668 | -11.8% | -$16.33万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $130.12万 | 0.19% | 14,010 | -296 | -2.1% | -$2.75万 | 减仓 |
| PEP | PEPSICO INC | $143.94万 | 0.21% | 9,269 | -35 | -0.4% | -$5,435 | 减仓 |
| IBDR | ISHARES TR | $161.04万 | 0.23% | 66,433 | -1,843 | -2.7% | -$4.47万 | 减仓 |
| V | VISA INC | $164.31万 | 0.24% | 5,436 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $167.64万 | 0.24% | 2,930 | 61 | 2.1% | $3.49万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $168.73万 | 0.24% | 3,521 | -579 | -14.1% | -$27.75万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $175.72万 | 0.25% | 35,179 | -844 | -2.3% | -$4.22万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $182.38万 | 0.26% | 1,830 | -77 | -4.0% | -$7.67万 | 减仓 |
| GOOG | ALPHABET INC | $195.06万 | 0.28% | 6,800 | -587 | -7.9% | -$16.84万 | 减仓 |
| SGOV | ISHARES TR | $210.66万 | 0.31% | 20,927 | 4,601 | 28.2% | $46.32万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $214.44万 | 0.31% | 12,296 | -1,336 | -9.8% | -$23.30万 | 减仓 |