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 |
|---|---|---|---|---|---|---|---|---|
| VGT | VANGUARD WORLD FD | $31.54万 | 0.05% | 452 | -4 | -0.9% | -$2,791 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $31.26万 | 0.05% | 6,226 | 295 | 5.0% | $1.48万 | 加仓 |
| LIN | LINDE PLC | $30.84万 | 0.04% | 622 | 622 | — | $30.84万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $30.78万 | 0.04% | 2,742 | -32 | -1.2% | -$3,593 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $29.99万 | 0.04% | 691 | 209 | 43.4% | $9.07万 | 重新持有 |
| DE | DEERE & CO | $29.85万 | 0.04% | 530 | 0 | 0.0% | — | 不变 |
| IBHG | ISHARES TR | $29.67万 | 0.04% | 13,406 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $29.64万 | 0.04% | 350 | -21 | -5.7% | -$1.78万 | 减仓 |
| AMGN | AMGEN INC | $29.45万 | 0.04% | 837 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $28.55万 | 0.04% | 2,177 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $28.42万 | 0.04% | 1,146 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $28.27万 | 0.04% | 214 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $27.95万 | 0.04% | 2,212 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $27.23万 | 0.04% | 3,580 | -200 | -5.3% | -$1.52万 | 减仓 |
| T | AT&T INC | $26.87万 | 0.04% | 9,267 | 2,144 | 30.1% | $6.22万 | 重新持有 |
| IBHF | ISHARES TR | $26.59万 | 0.04% | 11,586 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $26.06万 | 0.04% | 1,576 | -718 | -31.3% | -$11.87万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $25.37万 | 0.04% | 2,471 | -10 | -0.4% | -$1,027 | 减仓 |
| IUSV | ISHARES TR | $25.10万 | 0.04% | 2,455 | 124 | 5.3% | $1.27万 | 加仓 |
| MS | MORGAN STANLEY | $24.75万 | 0.04% | 1,504 | -5 | -0.3% | -$823 | 减仓 |
| ORCL | ORACLE CORP | $24.23万 | 0.04% | 1,647 | 500 | 43.6% | $7.36万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $23.94万 | 0.03% | 2,451 | 102 | 4.3% | $9,964 | 加仓 |
| IUSG | ISHARES TR | $23.70万 | 0.03% | 1,528 | 54 | 3.7% | $8,376 | 加仓 |
| IJJ | ISHARES TR | $23.23万 | 0.03% | 1,753 | 65 | 3.9% | $8,615 | 加仓 |
| IAU | ISHARES GOLD TR | $22.65万 | 0.03% | 2,569 | -25 | -1.0% | -$2,204 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $21.86万 | 0.03% | 444 | -25 | -5.3% | -$1.23万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $21.73万 | 0.03% | 633 | -137 | -17.8% | -$4.70万 | 减仓 |
| IWB | ISHARES TR | $20.79万 | 0.03% | 583 | 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 |
| SHOP | SHOPIFY INC | $20.60万 | 0.03% | 1,737 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $20.60万 | 0.03% | 1,061 | -383 | -26.5% | -$7.44万 | 重新持有 |
| EIS | ISHARES INC | $20.60万 | 0.03% | 1,775 | 1,775 | — | $20.60万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $20.56万 | 0.03% | 8,018 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $20.49万 | 0.03% | 1,551 | -50 | -3.1% | -$6,605 | 减仓 |
| 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 |