Buttonwood Financial Advisors Inc.
BALTIMORE MD · SEC CIK 0001904033
$3.29亿2026Q2 申报市值
110持仓数
46.9%前十大占比 · 第一大 8.6%
4 / 2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
MSFT 加仓+$164.16万
MA 新建仓+$127.37万
CSGP 加仓+$111.24万
NOW 加仓+$110.69万
FBND 加仓+$87.90万
2026Q2 卖出最多 按季末市值估算
ISTB 减仓-$177.61万
SBUX 减仓-$97.55万
TER 减仓-$95.65万
GOOGL 减仓-$74.12万
AMAT 减仓-$63.98万
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 |
|---|---|---|---|---|---|---|---|---|
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -325 | -100.0% | -$22.14万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -742 | -100.0% | -$20.71万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $22.00万 | 0.07% | 2,507 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $22.17万 | 0.07% | 1,991 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $23.37万 | 0.07% | 1,410 | 1,410 | — | $23.37万 | 新建仓 |
| IJJ | ISHARES TR | $23.86万 | 0.07% | 1,615 | -44 | -2.7% | -$6,501 | 减仓 |
| VXUS | VANGUARD STAR FDS | $23.90万 | 0.07% | 2,795 | 2,795 | — | $23.90万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $24.42万 | 0.07% | 5,655 | -8 | -0.1% | -$345 | 减仓 |
| SO | SOUTHERN CO | $24.89万 | 0.08% | 2,600 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $25.30万 | 0.08% | 2,789 | 2 | 0.1% | $181 | 加仓 |
| VB | VANGUARD INDEX FDS | $26.33万 | 0.08% | 869 | -145 | -14.3% | -$4.39万 | 减仓 |
| ORCL | ORACLE CORP | $26.61万 | 0.08% | 1,816 | -64 | -3.4% | -$9,377 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $27.72万 | 0.08% | 2,190 | -4 | -0.2% | -$506 | 减仓 |
| IBDR | ISHARES TR | $28.25万 | 0.09% | 11,658 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $28.44万 | 0.09% | 2,411 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $28.90万 | 0.09% | 1,441 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $29.37万 | 0.09% | 1,049 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $29.69万 | 0.09% | 2,621 | -222 | -7.8% | -$2.51万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $30.03万 | 0.09% | 517 | 517 | — | $30.03万 | 新建仓 |
| CSCO | CISCO SYS INC | $30.27万 | 0.09% | 2,577 | -49 | -1.9% | -$5,755 | 减仓 |
| YUM | YUM BRANDS INC | $30.37万 | 0.09% | 1,900 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $31.24万 | 0.10% | 2,246 | -387 | -14.7% | -$5.38万 | 减仓 |
| IWF | ISHARES TR | $32.63万 | 0.10% | 2,628 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $33.37万 | 0.10% | 2,987 | -721 | -19.4% | -$8.06万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $34.35万 | 0.10% | 1,534 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $35.28万 | 0.11% | 2,165 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $36.25万 | 0.11% | 1,910 | -43 | -2.2% | -$8,160 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $36.96万 | 0.11% | 3,438 | -25 | -0.7% | -$2,688 | 减仓 |
| IJR | ISHARES TR | $42.61万 | 0.13% | 2,873 | -70 | -2.4% | -$1.04万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $44.01万 | 0.13% | 2,200 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $47.15万 | 0.14% | 2,883 | 2 | 0.1% | $327 | 加仓 |
| SYK | STRYKER CORPORATION | $51.00万 | 0.16% | 1,620 | -32 | -1.9% | -$1.01万 | 减仓 |
| KO | COCA COLA CO | $54.17万 | 0.16% | 6,666 | -174 | -2.5% | -$1.41万 | 减仓 |
| IVV | ISHARES TR | $54.56万 | 0.17% | 729 | -23 | -3.1% | -$1.72万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $56.75万 | 0.17% | 1,365 | -30 | -2.2% | -$1.25万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $63.17万 | 0.19% | 5,131 | -10 | -0.2% | -$1,231 | 减仓 |
| KLAC | KLA CORP | $64.50万 | 0.20% | 2,138 | -2 | -0.1% | -$603 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $65.80万 | 0.20% | 2,591 | -49 | -1.9% | -$1.24万 | 减仓 |
| SLB | SLB LIMITED | $66.53万 | 0.20% | 14,311 | -463 | -3.1% | -$2.15万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $69.72万 | 0.21% | 4,755 | -34 | -0.7% | -$4,985 | 减仓 |
| VO | VANGUARD INDEX FDS | $69.97万 | 0.21% | 8,684 | -484 | -5.3% | -$3.90万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $70.85万 | 0.22% | 2,000 | -2 | -0.1% | -$708 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $71.77万 | 0.22% | 5,768 | -22 | -0.4% | -$2,737 | 减仓 |
| BAC | BANK OF AMER CORP | $72.93万 | 0.22% | 12,800 | -105 | -0.8% | -$5,983 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $73.57万 | 0.22% | 3,156 | -201 | -6.0% | -$4.69万 | 减仓 |
| MGK | VANGUARD WORLD FD | $76.80万 | 0.23% | 8,736 | -429 | -4.7% | -$3.77万 | 减仓 |
| IWB | ISHARES TR | $78.58万 | 0.24% | 1,919 | -30 | -1.5% | -$1.23万 | 减仓 |
| ABBV | ABBVIE INC | $80.35万 | 0.24% | 3,193 | 2 | 0.1% | $503 | 加仓 |
| VUG | VANGUARD INDEX FDS | $81.44万 | 0.25% | 9,455 | -43 | -0.5% | -$3,704 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $86.55万 | 0.26% | 4,856 | 6 | 0.1% | $1,069 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $94.48万 | 0.29% | 1,010 | -41 | -3.9% | -$3.84万 | 减仓 |
| SOXX | ISHARES TR | $98.68万 | 0.30% | 1,540 | -1 | -0.1% | -$641 | 减仓 |
| MMM | 3M CO | $98.98万 | 0.30% | 6,113 | 1 | 0.0% | $162 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $99.04万 | 0.30% | 7,232 | 2,638 | 57.4% | $36.13万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $103.80万 | 0.32% | 3,685 | 1,070 | 40.9% | $30.14万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $108.97万 | 0.33% | 3,329 | -6 | -0.2% | -$1,964 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $110.75万 | 0.34% | 1,483 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $113.69万 | 0.35% | 3,218 | -42 | -1.3% | -$1.48万 | 减仓 |
| SBUX | STARBUCKS CORP | $118.99万 | 0.36% | 11,644 | -9,546 | -45.0% | -$97.55万 | 减仓 |
| BLK | BLACKROCK INC | $119.14万 | 0.36% | 1,239 | -10 | -0.8% | -$9,616 | 减仓 |
| MCD | MCDONALDS CORP | $119.72万 | 0.36% | 4,429 | -8 | -0.2% | -$2,162 | 减仓 |
| GEV | GE VERNOVA INC | $121.56万 | 0.37% | 1,035 | -29 | -2.7% | -$3.41万 | 减仓 |
| LOW | LOWES COS INC | $123.62万 | 0.38% | 5,607 | -2 | -0.0% | -$441 | 减仓 |
| MA | MASTERCARD INCORPORATED | $127.37万 | 0.39% | 2,480 | 2,480 | — | $127.37万 | 新建仓 |
| IJH | ISHARES TR | $128.40万 | 0.39% | 16,651 | 3 | 0.0% | $231 | 加仓 |
| NFLX | NETFLIX INC. | $136.16万 | 0.41% | 19,069 | -21 | -0.1% | -$1,499 | 减仓 |
| HSY | HERSHEY CO | $140.83万 | 0.43% | 8,027 | -103 | -1.3% | -$1.81万 | 减仓 |
| GE | GE AEROSPACE | $151.87万 | 0.46% | 4,064 | -50 | -1.2% | -$1.87万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $152.43万 | 0.46% | 4,119 | -160 | -3.7% | -$5.92万 | 减仓 |
| PEP | PEPSICO INC | $154.71万 | 0.47% | 11,426 | -201 | -1.7% | -$2.72万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $184.57万 | 0.56% | 3,623 | 40 | 1.1% | $2.04万 | 加仓 |
| DIS | DISNEY WALT CO | $191.26万 | 0.58% | 19,871 | -181 | -0.9% | -$1.74万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $202.22万 | 0.62% | 59,476 | -7,148 | -10.7% | -$24.30万 | 减仓 |
| HD | HOME DEPOT INC | $204.76万 | 0.62% | 5,806 | -44 | -0.8% | -$1.55万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $205.09万 | 0.62% | 10,379 | 562 | 5.7% | $11.11万 | 加仓 |
| MGC | VANGUARD WORLD FD | $226.28万 | 0.69% | 8,270 | -464 | -5.3% | -$12.70万 | 减仓 |
| EMR | EMERSON ELEC CO | $227.32万 | 0.69% | 15,880 | -71 | -0.4% | -$1.02万 | 减仓 |
| FICO | FAIR ISAAC CORP | $256.04万 | 0.78% | 2,143 | 212 | 11.0% | $25.33万 | 加仓 |
| ADBE | ADOBE INC | $262.38万 | 0.80% | 12,798 | -428 | -3.2% | -$8.77万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $273.45万 | 0.83% | 8,084 | -18 | -0.2% | -$6,089 | 减仓 |
| FISV | FISERV INC | $273.90万 | 0.83% | 55,841 | -1,393 | -2.4% | -$6.83万 | 减仓 |
| CPRT | COPART INC | $284.59万 | 0.87% | 100,955 | 21,853 | 27.6% | $61.60万 | 加仓 |
| CSGP | COSTAR GROUP INC | $294.28万 | 0.90% | 103,911 | 39,279 | 60.8% | $111.24万 | 加仓 |
| BN | BROOKFIELD CORP | $315.78万 | 0.96% | 74,143 | -27 | -0.0% | -$1,150 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $319.73万 | 0.97% | 38,802 | -253 | -0.6% | -$2.08万 | 减仓 |
| ITOT | ISHARES TR | $319.90万 | 0.97% | 19,474 | -583 | -2.9% | -$9.58万 | 减仓 |
| SPGI | S&P GLOBAL INC | $338.13万 | 1.03% | 8,303 | 1,216 | 17.2% | $49.52万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $364.96万 | 1.11% | 15,424 | -705 | -4.4% | -$16.68万 | 减仓 |
| — | EXXON MOBIL CORP | $373.55万 | 1.14% | 27,322 | -921 | -3.3% | -$12.59万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $377.23万 | 1.15% | 85,038 | -580 | -0.7% | -$2.57万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $388.30万 | 1.18% | 42,083 | -23 | -0.1% | -$2,122 | 减仓 |
| NOW | SERVICENOW INC | $400.14万 | 1.22% | 40,304 | 11,149 | 38.2% | $110.69万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $411.82万 | 1.25% | 104,258 | -3,615 | -3.4% | -$14.28万 | 减仓 |
| AAPL | APPLE INC | $416.54万 | 1.27% | 14,395 | -165 | -1.1% | -$4.77万 | 减仓 |
| V | VISA INC | $497.52万 | 1.51% | 14,501 | -3 | -0.0% | -$1,029 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $568.92万 | 1.73% | 62,382 | -4,155 | -6.2% | -$37.89万 | 减仓 |
| AMZN | AMAZON COM INC | $656.68万 | 2.00% | 27,552 | -41 | -0.1% | -$9,772 | 减仓 |
| ASML | ASML HLDG NV | $662.26万 | 2.01% | 3,329 | -16 | -0.5% | -$3.18万 | 减仓 |
| MKL | MARKEL GROUP INC | $701.18万 | 2.13% | 3,590 | 32 | 0.9% | $6.25万 | 加仓 |
| META | META PLATFORMS INC | $807.68万 | 2.46% | 14,339 | -126 | -0.9% | -$7.10万 | 减仓 |