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 |
|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | $38.46万 | 0.05% | 1,137 | 29 | 2.6% | $9,809 | 加仓 |
| CSX | CSX CORP | $36.75万 | 0.05% | 7,733 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 15 | 1.3% | $4,507 | 加仓 |
| MS | MORGAN STANLEY | $34.22万 | 0.04% | 1,637 | 133 | 8.8% | $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 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $32.28万 | 0.04% | 622 | 0 | 0.0% | — | 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 | 89 | 5.4% | $1.51万 | 重新持有 |
| PM | PHILIP MORRIS INTL INC | $29.64万 | 0.04% | 1,638 | 62 | 3.9% | $1.12万 | 加仓 |
| KO | COCA COLA CO | $29.09万 | 0.04% | 3,580 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $28.74万 | 0.04% | 1,528 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $28.71万 | 0.04% | 563 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $28.70万 | 0.04% | 691 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $26.45万 | 0.03% | 2,451 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $26.36万 | 0.03% | 6,226 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $25.31万 | 0.03% | 930 | 78 | 9.2% | $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 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $23.87万 | 0.03% | 583 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $23.60万 | 0.03% | 8,018 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $22.42万 | 0.03% | 633 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $22.29万 | 0.03% | 444 | 0 | 0.0% | — | 不变 |
| EIS | ISHARES INC | $21.56万 | 0.03% | 1,786 | 11 | 0.6% | $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 | $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 |