Buttonwood Financial Advisors Inc.
BALTIMORE MD · SEC CIK 0001904033
$2.99亿2026Q1 申报市值
108持仓数
47.4%前十大占比 · 第一大 8.9%
5 / 1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
NOW 新建仓+$304.82万
CSGP 加仓+$232.16万
FICO 新建仓+$206.14万
CPRT 加仓+$203.85万
SPGI 加仓+$190.31万
2026Q1 卖出最多 按季末市值估算
GOOGL 减仓-$190.85万
IT 清仓-$152.20万
MOAT 减仓-$124.33万
TER 减仓-$101.24万
MCHP 减仓-$78.99万
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 |
|---|---|---|---|---|---|---|---|---|
| SHY | ISHARES TR | $914.34万 | 3.06% | 110,735 | 5,612 | 5.3% | $46.34万 | 加仓 |
| MSFT | MICROSOFT CORP | $989.55万 | 3.31% | 26,732 | 641 | 2.5% | $23.73万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,091.63万 | 3.65% | 22,780 | -210 | -0.9% | -$10.06万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $1,124.95万 | 3.76% | 127,170 | 7,099 | 5.9% | $62.80万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $1,422.94万 | 4.76% | 202,237 | -8,817 | -4.2% | -$62.04万 | 减仓 |
| ISTB | ISHARES TR | $1,445.05万 | 4.84% | 298,194 | 16,855 | 6.0% | $81.68万 | 加仓 |
| GOOGL | ALPHABET INC | $1,829.74万 | 6.12% | 63,630 | -6,637 | -9.4% | -$190.85万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,857.32万 | 6.22% | 407,127 | 24,162 | 6.3% | $110.23万 | 加仓 |
| MOAT | VANECK ETF TRUST | $2,652.99万 | 8.88% | 274,353 | -12,857 | -4.5% | -$124.33万 | 减仓 |