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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $5,702.17万 | 8.27% | 87,294 | 420 | 0.5% | $27.43万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $5,217.42万 | 7.57% | 265,923 | 66 | 0.0% | $1.29万 | 加仓 |
| IWF | ISHARES TR | $5,040.58万 | 7.31% | 118,212 | 2,461 | 2.1% | $104.94万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4,709.48万 | 6.83% | 146,799 | -815 | -0.6% | -$26.15万 | 减仓 |
| AGG | ISHARES TR | $4,222.70万 | 6.13% | 425,375 | 36,497 | 9.4% | $362.31万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3,879.32万 | 5.63% | 180,382 | 2,412 | 1.4% | $51.87万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,946.31万 | 4.28% | 400,097 | 34,922 | 9.6% | $257.17万 | 加仓 |
| IJH | ISHARES TR | $2,554.91万 | 3.71% | 378,336 | 5,939 | 1.6% | $40.11万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $2,409.11万 | 3.50% | 312,425 | 12,965 | 4.3% | $99.97万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,114.57万 | 3.07% | 48,411 | 51 | 0.1% | $2.23万 | 加仓 |
| IJR | ISHARES TR | $2,084.45万 | 3.02% | 167,681 | 3,787 | 2.3% | $47.08万 | 加仓 |
| USMV | ISHARES TR | $2,004.34万 | 2.91% | 216,124 | -8,408 | -3.7% | -$77.98万 | 减仓 |
| ACWV | ISHARES INC | $1,608.92万 | 2.33% | 134,626 | -6,452 | -4.6% | -$77.11万 | 减仓 |
| IEMG | ISHARES INC | $1,474.80万 | 2.14% | 211,440 | 12,969 | 6.5% | $90.46万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,446.29万 | 2.10% | 24,203 | 776 | 3.3% | $46.37万 | 加仓 |
| ITOT | ISHARES TR | $1,428.21万 | 2.07% | 100,274 | 2,859 | 2.9% | $40.72万 | 加仓 |
| IXUS | ISHARES TR | $1,197.90万 | 1.74% | 138,261 | 3,013 | 2.2% | $26.10万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,173.91万 | 1.70% | 234,829 | 16,244 | 7.4% | $81.20万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,033.54万 | 1.50% | 207,164 | 11,422 | 5.8% | $56.98万 | 加仓 |
| AAPL | APPLE INC | $1,022.77万 | 1.48% | 40,299 | -1,717 | -4.1% | -$43.58万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $953.33万 | 1.38% | 64,370 | -976 | -1.5% | -$14.45万 | 减仓 |
| MUB | ISHARES TR | $946.72万 | 1.37% | 89,186 | 3,278 | 3.8% | $34.80万 | 加仓 |
| IEFA | ISHARES TR | $827.27万 | 1.20% | 91,381 | 7,489 | 8.9% | $67.80万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $664.73万 | 0.96% | 216,665 | 9,907 | 4.8% | $30.39万 | 加仓 |
| VFMF | VANGUARD WELLINGTON FD | $619.23万 | 0.90% | 39,930 | 3,723 | 10.3% | $57.74万 | 加仓 |
| VB | VANGUARD INDEX FDS | $601.71万 | 0.87% | 22,973 | -171 | -0.7% | -$4.48万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $581.42万 | 0.84% | 97,636 | 13,338 | 15.8% | $79.43万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $508.37万 | 0.74% | 112,670 | 15,828 | 16.3% | $71.42万 | 加仓 |
| VO | VANGUARD INDEX FDS | $503.40万 | 0.73% | 17,529 | 214 | 1.2% | $6.15万 | 加仓 |
| MSFT | MICROSOFT CORP | $496.37万 | 0.72% | 13,409 | -299 | -2.2% | -$11.07万 | 减仓 |
| HDV | ISHARES TR | $359.76万 | 0.52% | 26,507 | -824 | -3.0% | -$11.18万 | 减仓 |
| VLUE | ISHARES TR | $312.80万 | 0.45% | 21,999 | -539 | -2.4% | -$7.66万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $273.99万 | 0.40% | 4,213 | 0 | 0.0% | — | 不变 |
| XT | ISHARES TR | $269.33万 | 0.39% | 39,521 | -319 | -0.8% | -$2.17万 | 减仓 |
| GOOGL | ALPHABET INC | $260.33万 | 0.38% | 9,053 | -916 | -9.2% | -$26.34万 | 减仓 |
| AMZN | AMAZON COM INC | $254.40万 | 0.37% | 12,215 | -80 | -0.7% | -$1.67万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $251.31万 | 0.36% | 46,495 | 3,295 | 7.6% | $17.81万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $236.72万 | 0.34% | 36,941 | -1,886 | -4.9% | -$12.09万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $235.79万 | 0.34% | 8,015 | -6,603 | -45.2% | -$194.25万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $235.38万 | 0.34% | 31,342 | -793 | -2.5% | -$5.96万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $215.09万 | 0.31% | 16,184 | -362 | -2.2% | -$4.81万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $214.44万 | 0.31% | 12,296 | -1,336 | -9.8% | -$23.30万 | 减仓 |
| SGOV | ISHARES TR | $210.66万 | 0.31% | 20,927 | 4,601 | 28.2% | $46.32万 | 加仓 |
| GOOG | ALPHABET INC | $195.06万 | 0.28% | 6,800 | -587 | -7.9% | -$16.84万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $182.38万 | 0.26% | 1,830 | -77 | -4.0% | -$7.67万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $175.72万 | 0.25% | 35,179 | -844 | -2.3% | -$4.22万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $168.73万 | 0.24% | 3,521 | -579 | -14.1% | -$27.75万 | 减仓 |
| META | META PLATFORMS INC | $167.64万 | 0.24% | 2,930 | 61 | 2.1% | $3.49万 | 加仓 |
| V | VISA INC | $164.31万 | 0.24% | 5,436 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $161.04万 | 0.23% | 66,433 | -1,843 | -2.7% | -$4.47万 | 减仓 |
| PEP | PEPSICO INC | $143.94万 | 0.21% | 9,269 | -35 | -0.4% | -$5,435 | 减仓 |
| NEE | NEXTERA ENERGY INC | $130.12万 | 0.19% | 14,010 | -296 | -2.1% | -$2.75万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $121.66万 | 0.18% | 4,977 | -668 | -11.8% | -$16.33万 | 减仓 |
| IBDT | ISHARES TR | $121.24万 | 0.18% | 47,862 | -1,970 | -4.0% | -$4.99万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $116.15万 | 0.17% | 8,041 | -2,136 | -21.0% | -$30.85万 | 减仓 |
| TSLA | TESLA INC | $114.61万 | 0.17% | 3,083 | -50 | -1.6% | -$1.86万 | 减仓 |
| IWD | ISHARES TR | $110.97万 | 0.16% | 5,193 | -2,617 | -33.5% | -$55.92万 | 减仓 |
| IBDS | ISHARES TR | $108.30万 | 0.16% | 44,677 | -1,862 | -4.0% | -$4.51万 | 减仓 |
| AVGO | BROADCOM INC | $101.84万 | 0.15% | 3,290 | 73 | 2.3% | $2.26万 | 加仓 |
| DIS | DISNEY WALT CO | $100.90万 | 0.15% | 10,469 | 265 | 2.6% | $2.55万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $100.86万 | 0.15% | 19,929 | 11,181 | 127.8% | $56.59万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $99.98万 | 0.15% | 7,173 | -87 | -1.2% | -$1.21万 | 减仓 |
| WMT | WALMART INC | $94.48万 | 0.14% | 7,602 | -137 | -1.8% | -$1.70万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $93.60万 | 0.14% | 20,518 | 2,278 | 12.5% | $10.39万 | 加仓 |
| CVX | CHEVRON CORPORATION | $92.59万 | 0.13% | 4,475 | 491 | 12.3% | $10.16万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $86.64万 | 0.13% | 2,079 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $82.83万 | 0.12% | 1,925 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $81.45万 | 0.12% | 6,771 | 2,601 | 62.4% | $31.29万 | 加仓 |
| SO | SOUTHERN CO | $78.04万 | 0.11% | 8,085 | 8,085 | — | $78.04万 | 新建仓 |
| LRGF | ISHARES TR | $74.04万 | 0.11% | 11,218 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $72.19万 | 0.10% | 784 | -75 | -8.7% | -$6.91万 | 减仓 |
| IBDV | ISHARES TR | $71.08万 | 0.10% | 32,472 | -2,293 | -6.6% | -$5.02万 | 减仓 |
| IBDW | ISHARES TR | $69.46万 | 0.10% | 33,186 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $69.31万 | 0.10% | 2,230 | -51 | -2.2% | -$1.59万 | 减仓 |
| PFE | PFIZER INC | $64.19万 | 0.09% | 22,860 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $61.35万 | 0.09% | 1,795 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $59.99万 | 0.09% | 1,824 | -256 | -12.3% | -$8.42万 | 减仓 |
| RTX | RTX CORPORATION | $55.73万 | 0.08% | 2,889 | -40 | -1.4% | -$7,716 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $55.26万 | 0.08% | 3,995 | -207 | -4.9% | -$2.86万 | 减仓 |
| CAT | CATERPILLAR INC | $55.05万 | 0.08% | 777 | -29 | -3.6% | -$2.05万 | 减仓 |
| — | EXXON MOBIL CORP | $53.44万 | 0.08% | 3,149 | -3,094 | -49.6% | -$52.50万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $51.78万 | 0.08% | 3,954 | 763 | 23.9% | $9.99万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $51.07万 | 0.07% | 1,022 | -86 | -7.8% | -$4.30万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $48.82万 | 0.07% | 19,056 | 19,056 | — | $48.82万 | 新建仓 |
| MO | ALTRIA GROUP INC | $48.10万 | 0.07% | 7,289 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $47.40万 | 0.07% | 6,684 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $47.02万 | 0.07% | 4,229 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $44.90万 | 0.07% | 3,967 | -150 | -3.6% | -$1.70万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $44.14万 | 0.06% | 647 | 647 | — | $44.14万 | 新建仓 |
| ABBV | ABBVIE INC | $43.54万 | 0.06% | 2,002 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $42.35万 | 0.06% | 1,565 | 791 | 102.2% | $21.40万 | 加仓 |
| QUAL | ISHARES TR | $39.51万 | 0.06% | 2,060 | 193 | 10.3% | $3.70万 | 加仓 |
| CSCO | CISCO SYS INC | $38.78万 | 0.06% | 4,998 | 163 | 3.4% | $1.26万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $35.78万 | 0.05% | 6,313 | 1,801 | 39.9% | $10.21万 | 加仓 |
| IUSB | ISHARES TR | $35.16万 | 0.05% | 7,613 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $34.37万 | 0.05% | 1,418 | -491 | -25.7% | -$11.90万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $34.06万 | 0.05% | 563 | -12 | -2.1% | -$7,259 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $33.51万 | 0.05% | 1,108 | -337 | -23.3% | -$10.19万 | 减仓 |
| — | HONEYWELL INTL INC | $33.10万 | 0.05% | 1,464 | -46 | -3.0% | -$1.04万 | 减仓 |
| CSX | CSX CORP | $31.74万 | 0.05% | 7,733 | 0 | 0.0% | — | 不变 |