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 |
|---|---|---|---|---|---|---|---|---|
| MOAT | VANECK ETF TRUST | $2,652.99万 | 8.88% | 274,353 | -12,857 | -4.5% | -$124.33万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,857.32万 | 6.22% | 407,127 | 24,162 | 6.3% | $110.23万 | 加仓 |
| GOOGL | ALPHABET INC | $1,829.74万 | 6.12% | 63,630 | -6,637 | -9.4% | -$190.85万 | 减仓 |
| ISTB | ISHARES TR | $1,445.05万 | 4.84% | 298,194 | 16,855 | 6.0% | $81.68万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $1,422.94万 | 4.76% | 202,237 | -8,817 | -4.2% | -$62.04万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $1,124.95万 | 3.76% | 127,170 | 7,099 | 5.9% | $62.80万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,091.63万 | 3.65% | 22,780 | -210 | -0.9% | -$10.06万 | 减仓 |
| MSFT | MICROSOFT CORP | $989.55万 | 3.31% | 26,732 | 641 | 2.5% | $23.73万 | 加仓 |
| SHY | ISHARES TR | $914.34万 | 3.06% | 110,735 | 5,612 | 5.3% | $46.34万 | 加仓 |
| META | META PLATFORMS INC | $827.61万 | 2.77% | 14,465 | -227 | -1.5% | -$12.99万 | 减仓 |
| ARW | ARROW ELECTRS INC | $745.96万 | 2.50% | 52,016 | -901 | -1.7% | -$12.92万 | 减仓 |
| TER | TERADYNE INC | $685.02万 | 2.29% | 23,107 | -3,415 | -12.9% | -$101.24万 | 减仓 |
| MKL | MARKEL GROUP INC | $681.07万 | 2.28% | 3,558 | 20 | 0.6% | $3.83万 | 加仓 |
| AMZN | AMAZON COM INC | $574.68万 | 1.92% | 27,593 | 850 | 3.2% | $17.70万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $525.67万 | 1.76% | 107,873 | -4,961 | -4.4% | -$24.17万 | 减仓 |
| — | EXXON MOBIL CORP | $479.17万 | 1.60% | 28,243 | -2,331 | -7.6% | -$39.55万 | 减仓 |
| AMAT | APPLIED MATLS INC | $448.94万 | 1.50% | 13,135 | -734 | -5.3% | -$25.09万 | 减仓 |
| ASML | ASML HLDG NV | $441.80万 | 1.48% | 3,345 | -45 | -1.3% | -$5.94万 | 减仓 |
| V | VISA INC | $438.37万 | 1.47% | 14,504 | -35 | -0.2% | -$1.06万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $429.89万 | 1.44% | 66,537 | -12,225 | -15.5% | -$78.99万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $395.71万 | 1.32% | 42,106 | -306 | -0.7% | -$2.88万 | 减仓 |
| AAPL | APPLE INC | $369.52万 | 1.24% | 14,560 | -132 | -0.9% | -$3.35万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $346.86万 | 1.16% | 16,129 | -446 | -2.7% | -$9.59万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $332.71万 | 1.11% | 85,618 | -2,642 | -3.0% | -$10.27万 | 减仓 |
| ADBE | ADOBE INC | $321.50万 | 1.08% | 13,226 | 3,520 | 36.3% | $85.56万 | 加仓 |
| FISV | FISERV INC | $319.36万 | 1.07% | 57,234 | -950 | -1.6% | -$5.30万 | 减仓 |
| NOW | SERVICENOW INC | $304.82万 | 1.02% | 29,155 | 29,155 | — | $304.82万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $301.46万 | 1.01% | 7,087 | 4,474 | 171.2% | $190.31万 | 加仓 |
| BN | BROOKFIELD CORP | $300.17万 | 1.00% | 74,170 | 642 | 0.9% | $2.60万 | 加仓 |
| ITOT | ISHARES TR | $285.67万 | 0.96% | 20,057 | -498 | -2.4% | -$7.09万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $270.93万 | 0.91% | 39,055 | -7,840 | -16.7% | -$54.39万 | 减仓 |
| CPRT | COPART INC | $262.62万 | 0.88% | 79,102 | 61,401 | 346.9% | $203.85万 | 加仓 |
| CSGP | COSTAR GROUP INC | $260.73万 | 0.87% | 64,632 | 57,551 | 812.8% | $232.16万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $245.07万 | 0.82% | 8,102 | -333 | -3.9% | -$10.07万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $216.54万 | 0.72% | 3,583 | -22 | -0.6% | -$1.33万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $213.26万 | 0.71% | 66,624 | -323 | -0.5% | -$1.03万 | 减仓 |
| EMR | EMERSON ELEC CO | $208.99万 | 0.70% | 15,951 | -523 | -3.2% | -$6.85万 | 减仓 |
| MGC | VANGUARD WORLD FD | $206.44万 | 0.69% | 8,734 | -119 | -1.3% | -$2.81万 | 减仓 |
| FICO | FAIR ISAAC CORP | $206.14万 | 0.69% | 1,931 | 1,931 | — | $206.14万 | 新建仓 |
| DIS | DISNEY WALT CO | $193.27万 | 0.65% | 20,052 | -2,755 | -12.1% | -$26.55万 | 减仓 |
| HD | HOME DEPOT INC | $192.39万 | 0.64% | 5,850 | -135 | -2.3% | -$4.44万 | 减仓 |
| SBUX | STARBUCKS CORP | $189.84万 | 0.64% | 21,190 | -2,735 | -11.4% | -$24.50万 | 减仓 |
| NFLX | NETFLIX INC. | $183.55万 | 0.61% | 19,090 | -14 | -0.1% | -$1,346 | 减仓 |
| VOE | VANGUARD INDEX FDS | $180.91万 | 0.61% | 9,817 | 1,541 | 18.6% | $28.40万 | 加仓 |
| PEP | PEPSICO INC | $180.56万 | 0.60% | 11,627 | -578 | -4.7% | -$8.98万 | 减仓 |
| HSY | HERSHEY CO | $169.02万 | 0.57% | 8,130 | -101 | -1.2% | -$2.10万 | 减仓 |
| MCD | MCDONALDS CORP | $137.90万 | 0.46% | 4,437 | 19 | 0.4% | $5,905 | 加仓 |
| VTI | VANGUARD INDEX FDS | $137.28万 | 0.46% | 4,279 | -369 | -7.9% | -$11.84万 | 减仓 |
| LOW | LOWES COS INC | $132.52万 | 0.44% | 5,609 | -40 | -0.7% | -$9,450 | 减仓 |
| BLK | BLACKROCK INC | $120.08万 | 0.40% | 1,249 | -14 | -1.1% | -$1.35万 | 减仓 |
| GE | GE AEROSPACE | $116.75万 | 0.39% | 4,114 | -71 | -1.7% | -$2.01万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $114.80万 | 0.38% | 5,790 | -20 | -0.3% | -$3,966 | 减仓 |
| IJH | ISHARES TR | $112.43万 | 0.38% | 16,648 | -164 | -1.0% | -$1.11万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $104.74万 | 0.35% | 1,051 | -14 | -1.3% | -$1.40万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $98.11万 | 0.33% | 3,335 | -63 | -1.9% | -$1.85万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $96.45万 | 0.32% | 1,483 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $93.51万 | 0.31% | 3,260 | -229 | -6.6% | -$6.57万 | 减仓 |
| GEV | GE VERNOVA INC | $92.85万 | 0.31% | 1,064 | -47 | -4.2% | -$4.10万 | 减仓 |
| MMM | 3M CO | $88.77万 | 0.30% | 6,112 | -51 | -0.8% | -$7,407 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $81.77万 | 0.27% | 194 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $80.86万 | 0.27% | 5,141 | -11 | -0.2% | -$1,730 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $78.67万 | 0.26% | 2,615 | 2,615 | — | $78.67万 | 新建仓 |
| SLB | SLB LIMITED | $75.93万 | 0.25% | 14,774 | -7 | -0.0% | -$360 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $74.64万 | 0.25% | 4,594 | 4,594 | — | $74.64万 | 新建仓 |
| IWB | ISHARES TR | $69.49万 | 0.23% | 1,949 | -134 | -6.4% | -$4.78万 | 减仓 |
| ABBV | ABBVIE INC | $69.40万 | 0.23% | 3,191 | -20 | -0.6% | -$4,350 | 减仓 |
| PG | PROCTER & GAMBLE CO | $69.17万 | 0.23% | 4,789 | -562 | -10.5% | -$8.12万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $69.14万 | 0.23% | 1,583 | -58 | -3.5% | -$2.53万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $68.71万 | 0.23% | 2,002 | -20 | -1.0% | -$6,864 | 减仓 |
| MGK | VANGUARD WORLD FD | $67.34万 | 0.23% | 1,833 | -124 | -6.3% | -$4.56万 | 减仓 |
| VO | VANGUARD INDEX FDS | $65.83万 | 0.22% | 2,292 | -8 | -0.3% | -$2,298 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $64.53万 | 0.22% | 2,640 | -251 | -8.7% | -$6.14万 | 减仓 |
| BAC | BANK AMERICA CORP | $62.91万 | 0.21% | 12,905 | -279 | -2.1% | -$1.36万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $61.21万 | 0.20% | 3,357 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $54.29万 | 0.18% | 1,652 | 1 | 0.1% | $329 | 加仓 |
| KO | COCA COLA CO | $52.02万 | 0.17% | 6,840 | -660 | -8.8% | -$5.02万 | 减仓 |
| SOXX | ISHARES TR | $50.65万 | 0.17% | 1,541 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $49.72万 | 0.17% | 2,881 | -113 | -3.8% | -$1.95万 | 减仓 |
| IVV | ISHARES TR | $49.09万 | 0.16% | 752 | -6 | -0.8% | -$3,917 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $39.86万 | 0.13% | 1,049 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $39.50万 | 0.13% | 2,633 | -328 | -11.1% | -$4.92万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $38.36万 | 0.13% | 2,200 | -4 | -0.2% | -$698 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $37.74万 | 0.13% | 1,395 | -108 | -7.2% | -$2.92万 | 减仓 |
| RTX | RTX CORPORATION | $37.68万 | 0.13% | 1,953 | -218 | -10.0% | -$4.21万 | 减仓 |
| IJR | ISHARES TR | $36.59万 | 0.12% | 2,943 | -160 | -5.2% | -$1.99万 | 减仓 |
| WMT | WALMART INC | $35.33万 | 0.12% | 2,843 | -367 | -11.4% | -$4.56万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $34.07万 | 0.11% | 3,463 | -154 | -4.3% | -$1.52万 | 减仓 |
| EBAY | EBAY INC. | $33.75万 | 0.11% | 3,708 | -1,038 | -21.9% | -$9.45万 | 减仓 |
| KLAC | KLA CORP | $31.47万 | 0.11% | 214 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $31.16万 | 0.10% | 1,534 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $31.01万 | 0.10% | 2,165 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $29.54万 | 0.10% | 1,900 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $28.72万 | 0.10% | 2,194 | -49 | -2.2% | -$6,415 | 减仓 |
| ABT | ABBOTT LABORATORIES | $28.61万 | 0.10% | 2,787 | -79 | -2.8% | -$8,111 | 减仓 |
| IBDR | ISHARES TR | $28.26万 | 0.09% | 11,658 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $28.01万 | 0.09% | 657 | -68 | -9.4% | -$2.90万 | 减仓 |
| ORCL | ORACLE CORP | $27.66万 | 0.09% | 1,880 | -200 | -9.6% | -$2.94万 | 减仓 |
| VB | VANGUARD INDEX FDS | $26.56万 | 0.09% | 1,014 | -95 | -8.6% | -$2.49万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $26.28万 | 0.09% | 1,441 | -53 | -3.5% | -$9,667 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $25.61万 | 0.09% | 5,663 | -338 | -5.6% | -$1.53万 | 减仓 |