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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,464 | -100.0% | -$33.10万 | 清仓 |
| IBHG | ISHARES TR | $0 | 0.00% | 0 | -13,406 | -100.0% | -$29.67万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -9,267 | -100.0% | -$26.87万 | 清仓 |
| IBHF | ISHARES TR | $0 | 0.00% | 0 | -11,586 | -100.0% | -$26.59万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,471 | -100.0% | -$25.37万 | 清仓 |
| IJJ | ISHARES TR | $0 | 0.00% | 0 | -1,753 | -100.0% | -$23.23万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -2,569 | -100.0% | -$22.65万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,737 | -100.0% | -$20.60万 | 清仓 |
| VFLO | VICTORY PORTFOLIOS II | $20.10万 | 0.03% | 4,393 | 4,393 | — | $20.10万 | 新建仓 |
| IVE | ISHARES TR | $20.69万 | 0.03% | 911 | 911 | — | $20.69万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $20.69万 | 0.03% | 1,047 | 1,047 | — | $20.69万 | 新建仓 |
| BA | BOEING CO | $20.76万 | 0.03% | 959 | 959 | — | $20.76万 | 新建仓 |
| EIS | ISHARES INC | $21.56万 | 0.03% | 1,786 | 11 | 0.6% | $1,328 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $22.29万 | 0.03% | 444 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $22.42万 | 0.03% | 633 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $23.60万 | 0.03% | 8,018 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $23.87万 | 0.03% | 583 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $23.93万 | 0.03% | 1,551 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $23.99万 | 0.03% | 1,637 | -10 | -0.6% | -$1,465 | 减仓 |
| UNP | UNION PAC CORP | $25.31万 | 0.03% | 930 | 78 | 9.2% | $2.12万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $26.36万 | 0.03% | 6,226 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $26.45万 | 0.03% | 2,451 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $27.04万 | 0.03% | 2,455 | 0 | 0.0% | — | 不变 |
| LCTU | BLACKROCK ETF TRUST | $28.08万 | 0.04% | 3,503 | 3,503 | — | $28.08万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $28.29万 | 0.04% | 2,067 | -110 | -5.1% | -$1.51万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $28.70万 | 0.04% | 691 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $28.71万 | 0.04% | 563 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $28.74万 | 0.04% | 1,528 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $29.09万 | 0.04% | 3,580 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $29.64万 | 0.04% | 1,638 | 62 | 3.9% | $1.12万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $29.68万 | 0.04% | 1,747 | 89 | 5.4% | $1.51万 | 重新持有 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $30.22万 | 0.04% | 15,408 | 15,408 | — | $30.22万 | 新建仓 |
| AMGN | AMGEN INC | $30.24万 | 0.04% | 835 | -2 | -0.2% | -$724 | 减仓 |
| TXN | TEXAS INSTRS INC | $30.97万 | 0.04% | 1,039 | -22 | -2.1% | -$6,558 | 减仓 |
| KLAC | KLA CORP | $31.08万 | 0.04% | 1,030 | 1,030 | — | $31.08万 | 新建仓 |
| DE | DEERE & CO | $31.46万 | 0.04% | 496 | -34 | -6.4% | -$2.16万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $31.73万 | 0.04% | 5,618 | -695 | -11.0% | -$3.93万 | 减仓 |
| LIN | LINDE PLC | $32.28万 | 0.04% | 622 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $32.95万 | 0.04% | 647 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $33.98万 | 0.04% | 7,199 | 7,199 | — | $33.98万 | 新建仓 |
| MS | MORGAN STANLEY | $34.22万 | 0.04% | 1,637 | 133 | 8.8% | $2.78万 | 加仓 |
| IWM | ISHARES TR | $34.88万 | 0.04% | 1,161 | 15 | 1.3% | $4,507 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $35.04万 | 0.04% | 346 | -4 | -1.1% | -$4,051 | 减仓 |
| IUSB | ISHARES TR | $35.13万 | 0.04% | 7,613 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $35.49万 | 0.04% | 2,684 | -58 | -2.1% | -$7,670 | 减仓 |
| ESGU | ISHARES TR | $36.40万 | 0.05% | 2,224 | 2,224 | — | $36.40万 | 新建仓 |
| CSX | CSX CORP | $36.75万 | 0.05% | 7,733 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $38.46万 | 0.05% | 1,137 | 29 | 2.6% | $9,809 | 加仓 |
| ASML | ASML HLDG NV | $39.39万 | 0.05% | 198 | -16 | -7.5% | -$3.18万 | 减仓 |
| APH | AMPHENOL CORP | $39.99万 | 0.05% | 2,268 | 56 | 2.5% | $9,874 | 加仓 |
| VGT | VANGUARD WORLD FD | $43.22万 | 0.05% | 3,616 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $43.89万 | 0.06% | 3,967 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $45.20万 | 0.06% | 2,060 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $47.23万 | 0.06% | 813 | 813 | — | $47.23万 | 新建仓 |
| SPAB | SPDR SERIES TRUST | $48.63万 | 0.06% | 19,056 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $49.06万 | 0.06% | 3,875 | -79 | -2.0% | -$1.00万 | 减仓 |
| ABBV | ABBVIE INC | $49.98万 | 0.06% | 1,986 | -16 | -0.8% | -$4,026 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $53.68万 | 0.07% | 1,909 | 491 | 34.6% | $13.81万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $54.16万 | 0.07% | 4,229 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $54.32万 | 0.07% | 22,560 | -300 | -1.3% | -$7,224 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $54.77万 | 0.07% | 6,684 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $54.93万 | 0.07% | 2,895 | 6 | 0.2% | $1,138 | 加仓 |
| MA | MASTERCARD INCORPORATED | $55.06万 | 0.07% | 1,072 | 50 | 4.9% | $2.57万 | 加仓 |
| MCD | MCDONALDS CORP | $55.20万 | 0.07% | 2,042 | -188 | -8.4% | -$5.08万 | 减仓 |
| CSCO | CISCO SYS INC | $58.36万 | 0.07% | 4,968 | -30 | -0.6% | -$3,524 | 减仓 |
| MO | ALTRIA GROUP INC | $59.64万 | 0.08% | 8,289 | 1,000 | 13.7% | $7.20万 | 加仓 |
| HD | HOME DEPOT INC | $62.67万 | 0.08% | 1,777 | -47 | -2.6% | -$1.66万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $62.70万 | 0.08% | 3,995 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $65.05万 | 0.08% | 1,565 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $68.74万 | 0.09% | 1,866 | -59 | -3.1% | -$2.17万 | 减仓 |
| IBDW | ISHARES TR | $69.16万 | 0.09% | 33,186 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $71.76万 | 0.09% | 4,329 | -146 | -3.3% | -$2.42万 | 减仓 |
| QQQ | INVESCO QQQ TR | $75.33万 | 0.10% | 1,023 | 73 | 7.7% | $5.38万 | 重新持有 |
| IBDV | ISHARES TR | $75.99万 | 0.10% | 34,859 | 2,387 | 7.4% | $5.20万 | 加仓 |
| SO | SOUTHERN CO | $80.13万 | 0.10% | 8,372 | 287 | 3.5% | $2.75万 | 加仓 |
| LRGF | ISHARES TR | $82.13万 | 0.10% | 10,860 | -358 | -3.2% | -$2.71万 | 减仓 |
| CAT | CATERPILLAR INC | $84.55万 | 0.11% | 794 | 17 | 2.2% | $1.81万 | 加仓 |
| WMT | WALMART INC | $86.10万 | 0.11% | 7,602 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $89.19万 | 0.11% | 6,523 | 3,374 | 107.1% | $46.13万 | 加仓 |
| MRK | MERCK & CO INC | $89.49万 | 0.11% | 6,964 | 193 | 2.9% | $2.48万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $90.63万 | 0.11% | 7,173 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $93.06万 | 0.12% | 775 | -9 | -1.1% | -$1.08万 | 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 |
| DIS | DISNEY WALT CO | $100.54万 | 0.13% | 10,446 | -23 | -0.2% | -$2,214 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $102.11万 | 0.13% | 2,079 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $116.68万 | 0.15% | 7,956 | -85 | -1.1% | -$1.25万 | 减仓 |
| IBDS | ISHARES TR | $119.98万 | 0.15% | 49,536 | 4,859 | 10.9% | $11.77万 | 加仓 |
| IBDU | ISHARES TR | $123.84万 | 0.16% | 53,470 | 11,055 | 26.1% | $25.60万 | 重新持有 |
| PEP | PEPSICO INC | $124.58万 | 0.16% | 9,201 | -68 | -0.7% | -$9,207 | 减仓 |
| IWD | ISHARES TR | $125.91万 | 0.16% | 5,193 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $128.14万 | 0.16% | 14,599 | 589 | 4.2% | $5.17万 | 加仓 |
| AVGO | BROADCOM INC | $128.45万 | 0.16% | 3,400 | 110 | 3.3% | $4.16万 | 加仓 |
| TSLA | TESLA INC | $128.58万 | 0.16% | 3,057 | -26 | -0.8% | -$1.09万 | 减仓 |
| AMAT | APPLIED MATLS INC | $129.79万 | 0.16% | 1,795 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $133.41万 | 0.17% | 5,253 | 276 | 5.5% | $7.01万 | 加仓 |
| IBDT | ISHARES TR | $136.95万 | 0.17% | 54,236 | 6,374 | 13.3% | $16.09万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $140.97万 | 0.18% | 30,990 | 10,472 | 51.0% | $47.64万 | 加仓 |
| IBDR | ISHARES TR | $147.12万 | 0.19% | 60,718 | -5,715 | -8.6% | -$13.85万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $148.61万 | 0.19% | 8,027 | -82 | -1.0% | -$1.52万 | 重新持有 |
| META | META PLATFORMS INC | $165.95万 | 0.21% | 2,946 | 16 | 0.5% | $9,013 | 加仓 |