13F 机构持仓

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

Boca Raton FL · SEC CIK 0001851395

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$7.91亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 8.3%
IWF 7.7%
VTV 7.3%
VTI 6.8%
AGG 5.7%
VIG 5.5%
BND 3.9%
IJH 3.7%
VXUS 3.4%
VUG 3.3%

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
AXP AMERICAN EXPRESS CO $38.46万0.05%1,137 292.6% $9,809 加仓
CSX CSX CORP $36.75万0.05%7,733 00.0% — 不变
ESGU ISHARES TR $36.40万0.05%2,224 2,224— $36.40万 新建仓
ESGV VANGUARD WORLD FD $35.49万0.04%2,684 -58-2.1% -$7,670 减仓
IUSB ISHARES TR $35.13万0.04%7,613 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $35.04万0.04%346 -4-1.1% -$4,051 减仓
IWM ISHARES TR $34.88万0.04%1,161 151.3% $4,507 加仓
MS MORGAN STANLEY $34.22万0.04%1,637 1338.8% $2.78万 加仓
CGGR CAPITAL GROUP GROWTH ETF $33.98万0.04%7,199 7,199— $33.98万 新建仓
NOC NORTHROP GRUMMAN CORP $32.95万0.04%647 00.0% — 不变
LIN LINDE PLC $32.28万0.04%622 00.0% — 不变
JEPI J P MORGAN EXCHANGE TRADED F $31.73万0.04%5,618 -695-11.0% -$3.93万 减仓
DE DEERE & CO $31.46万0.04%496 -34-6.4% -$2.16万 减仓
KLAC KLA CORP $31.08万0.04%1,030 1,030— $31.08万 新建仓
TXN TEXAS INSTRS INC $30.97万0.04%1,039 -22-2.1% -$6,558 减仓
AMGN AMGEN INC $30.24万0.04%835 -2-0.2% -$724 减仓
BSCR INVESCO EXCH TRD SLF IDX FD $30.22万0.04%15,408 15,408— $30.22万 新建仓
ANET ARISTA NETWORKS INC $29.68万0.04%1,747 895.4% $1.51万 重新持有
PM PHILIP MORRIS INTL INC $29.64万0.04%1,638 623.9% $1.12万 加仓
KO COCA COLA CO $29.09万0.04%3,580 00.0% — 不变
IUSG ISHARES TR $28.74万0.04%1,528 00.0% — 不变
LMT LOCKHEED MARTIN CORP $28.71万0.04%563 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $28.70万0.04%691 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $28.29万0.04%2,067 -110-5.1% -$1.51万 减仓
LCTU BLACKROCK ETF TRUST $28.08万0.04%3,503 3,503— $28.08万 新建仓
IUSV ISHARES TR $27.04万0.03%2,455 00.0% — 不变
PRU PRUDENTIAL FINL INC $26.45万0.03%2,451 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $26.36万0.03%6,226 00.0% — 不变
UNP UNION PAC CORP $25.31万0.03%930 789.2% $2.12万 加仓
ORCL ORACLE CORP $23.99万0.03%1,637 -10-0.6% -$1,465 减仓
SUSA ISHARES TR $23.93万0.03%1,551 00.0% — 不变
IWB ISHARES TR $23.87万0.03%583 00.0% — 不变
SCHX SCHWAB STRATEGIC TR $23.60万0.03%8,018 00.0% — 不变
GD GENERAL DYNAMICS CORP $22.42万0.03%633 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $22.29万0.03%444 00.0% — 不变
EIS ISHARES INC $21.56万0.03%1,786 110.6% $1,328 加仓
BA BOEING CO $20.76万0.03%959 959— $20.76万 新建仓
VOE VANGUARD INDEX FDS $20.69万0.03%1,047 1,047— $20.69万 新建仓
IVE ISHARES TR $20.69万0.03%911 911— $20.69万 新建仓
VFLO VICTORY PORTFOLIOS II $20.10万0.03%4,393 4,393— $20.10万 新建仓
— HONEYWELL INTL INC $00.00%0 -1,464-100.0% -$33.10万 清仓
IBHG ISHARES TR $00.00%0 -13,406-100.0% -$29.67万 清仓
T AT&T INC $00.00%0 -9,267-100.0% -$26.87万 清仓
IBHF ISHARES TR $00.00%0 -11,586-100.0% -$26.59万 清仓
ABT ABBOTT LABORATORIES $00.00%0 -2,471-100.0% -$25.37万 清仓
IJJ ISHARES TR $00.00%0 -1,753-100.0% -$23.23万 清仓
IAU ISHARES GOLD TR $00.00%0 -2,569-100.0% -$22.65万 清仓
SHOP SHOPIFY INC $00.00%0 -1,737-100.0% -$20.60万 清仓