Baron Wealth Management LLC
TROY MI · SEC CIK 0001968507
$3.86亿2026Q2 申报市值
304持仓数
53.3%前十大占比 · 第一大 16.0%
43 / 22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
IVOG 加仓+$136.18万
SDVY 加仓+$109.75万
VTI 新建仓+$77.81万
FELG 加仓+$69.75万
MSFT 加仓+$64.34万
2026Q2 卖出最多 按季末市值估算
IJR 减仓-$156.50万
RRR 减仓-$80.19万
F 清仓-$67.99万
PENN 清仓-$54.65万
AAPL 减仓-$49.42万
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 |
|---|---|---|---|---|---|---|---|---|
| DHT | DHT HOLDINGS INC | $26.19万 | 0.07% | 15,843 | 1,093 | 7.4% | $1.81万 | 加仓 |
| DBX | DROPBOX INC | $26.35万 | 0.07% | 9,592 | 9,592 | — | $26.35万 | 新建仓 |
| CSTM | CONSTELLIUM SE | $26.40万 | 0.07% | 8,285 | 8,285 | — | $26.40万 | 新建仓 |
| KTB | KONTOOR BRANDS INC | $26.54万 | 0.07% | 3,185 | 3,185 | — | $26.54万 | 新建仓 |
| PVAL | PUTNAM ETF TRUST | $26.56万 | 0.07% | 5,212 | 0 | 0.0% | — | 不变 |
| TNK | TEEKAY TANKERS LTD | $26.56万 | 0.07% | 4,094 | 178 | 4.5% | $1.15万 | 加仓 |
| FIX | COMFORT SYS USA INC | $26.56万 | 0.07% | 134 | 134 | — | $26.56万 | 新建仓 |
| NHC | NATIONAL HEALTHCARE CORP | $26.59万 | 0.07% | 1,258 | 1,258 | — | $26.59万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $26.95万 | 0.07% | 1,617 | 164 | 11.3% | $2.73万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $27.00万 | 0.07% | 2,976 | 27 | 0.9% | $2,450 | 加仓 |
| HCA | HCA HEALTHCARE INC | $27.19万 | 0.07% | 697 | -105 | -13.1% | -$4.10万 | 减仓 |
| RUSHA | RUSH ENTERPRISES INC | $27.23万 | 0.07% | 3,732 | 682 | 22.4% | $4.98万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $27.26万 | 0.07% | 1,526 | -460 | -23.2% | -$8.22万 | 减仓 |
| OVV | OVINTIV INC | $27.44万 | 0.07% | 5,212 | 4 | 0.1% | $211 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $27.45万 | 0.07% | 7,928 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $27.59万 | 0.07% | 782 | 94 | 13.7% | $3.32万 | 加仓 |
| PAYX | PAYCHEX INC | $27.83万 | 0.07% | 2,831 | 20 | 0.7% | $1,966 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $28.24万 | 0.07% | 2,326 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATIONAL INC | $28.64万 | 0.07% | 7,840 | 7,840 | — | $28.64万 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $28.80万 | 0.07% | 1,077 | 1,077 | — | $28.80万 | 新建仓 |
| CSX | CSX CORP | $28.80万 | 0.07% | 6,060 | -703 | -10.4% | -$3.34万 | 减仓 |
| SENEA | SENECA FOODS CORP NEW | $28.91万 | 0.07% | 1,662 | 44 | 2.7% | $7,653 | 加仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $28.99万 | 0.08% | 11,149 | -67 | -0.6% | -$1,742 | 减仓 |
| PBYI | PUMA BIOTECHNOLOGY INC | $29.50万 | 0.08% | 36,372 | -1,906 | -5.0% | -$1.55万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $29.58万 | 0.08% | 1,907 | -84 | -4.2% | -$1.30万 | 减仓 |
| KLAC | KLA CORP | $29.71万 | 0.08% | 985 | 985 | — | $29.71万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $30.08万 | 0.08% | 1,663 | 353 | 26.9% | $6.39万 | 加仓 |
| BA | BOEING CO | $30.13万 | 0.08% | 1,392 | 131 | 10.4% | $2.84万 | 加仓 |
| ES | EVERSOURCE ENERGY | $30.16万 | 0.08% | 4,173 | 1,141 | 37.6% | $8.25万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $30.69万 | 0.08% | 900 | -826 | -47.9% | -$28.17万 | 重新持有 |
| SII | SPROTT INC | $31.41万 | 0.08% | 2,796 | 761 | 37.4% | $8.55万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $31.42万 | 0.08% | 4,111 | -842 | -17.0% | -$6.44万 | 减仓 |
| MOAT | VANECK ETF TRUST | $31.45万 | 0.08% | 3,025 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $31.78万 | 0.08% | 4,679 | 4,679 | — | $31.78万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $32.38万 | 0.08% | 1,979 | 1,979 | — | $32.38万 | 新建仓 |
| VEEV | VEEVA SYS INC | $32.48万 | 0.08% | 1,830 | -46 | -2.5% | -$8,164 | 减仓 |
| CVS | CVS HEALTH CORP | $32.61万 | 0.08% | 3,152 | 3,152 | — | $32.61万 | 新建仓 |
| — | ATKORE INC | $32.61万 | 0.08% | 4,288 | 581 | 15.7% | $4.42万 | 加仓 |
| IX | ORIX CORP | $32.65万 | 0.08% | 8,584 | 8,584 | — | $32.65万 | 新建仓 |
| KO | COCA COLA CO | $32.66万 | 0.08% | 4,019 | 1,282 | 46.8% | $10.42万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $32.68万 | 0.08% | 1,208 | -67 | -5.3% | -$1.81万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $32.77万 | 0.08% | 1,350 | -345 | -20.4% | -$8.37万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $33.05万 | 0.09% | 624 | -4 | -0.6% | -$2,118 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $33.43万 | 0.09% | 675 | 675 | — | $33.43万 | 新建仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $33.60万 | 0.09% | 14,860 | 14,860 | — | $33.60万 | 新建仓 |
| LOPE | GRAND CANYON ED INC | $33.69万 | 0.09% | 2,354 | -12 | -0.5% | -$1,717 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $33.87万 | 0.09% | 956 | 126 | 15.2% | $4.46万 | 加仓 |
| WAFD | WAFD INC | $34.03万 | 0.09% | 8,869 | 149 | 1.7% | $5,717 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $34.07万 | 0.09% | 1,007 | 11 | 1.1% | $3,722 | 加仓 |
| ROL | ROLLINS INC | $34.16万 | 0.09% | 8,185 | -12 | -0.1% | -$501 | 减仓 |
| ECL | ECOLAB INC | $34.37万 | 0.09% | 1,234 | -519 | -29.6% | -$14.46万 | 减仓 |
| PHM | PULTE GROUP INC | $34.61万 | 0.09% | 2,522 | -678 | -21.2% | -$9.30万 | 减仓 |
| MINT | PIMCO ETF TR | $34.90万 | 0.09% | 3,462 | -112 | -3.1% | -$1.13万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $34.91万 | 0.09% | 3,783 | -27 | -0.7% | -$2,491 | 减仓 |
| ETR | ENTERGY CORP NEW | $35.10万 | 0.09% | 3,056 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $35.42万 | 0.09% | 3,466 | -39 | -1.1% | -$3,985 | 减仓 |
| DDS | DILLARDS INC | $35.63万 | 0.09% | 674 | -5 | -0.7% | -$2,643 | 减仓 |
| GWW | WW GRAINGER INC | $36.05万 | 0.09% | 265 | 0 | 0.0% | — | 不变 |
| SIGI | SELECTIVE INS GROUP INC | $36.11万 | 0.09% | 3,722 | 261 | 7.5% | $2.53万 | 加仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $36.57万 | 0.09% | 15,315 | -1,336 | -8.0% | -$3.19万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $36.67万 | 0.10% | 3,734 | 47 | 1.3% | $4,615 | 加仓 |
| TJX | TJX COS INC NEW | $36.75万 | 0.10% | 2,425 | 8 | 0.3% | $1,212 | 加仓 |
| BKE | BUCKLE INC | $36.79万 | 0.10% | 8,717 | 720 | 9.0% | $3.04万 | 加仓 |
| TS | TENARIS S A | $36.80万 | 0.10% | 6,633 | -99 | -1.5% | -$5,493 | 减仓 |
| CYD | CHINA YUCHAI INTL LTD | $36.90万 | 0.10% | 7,783 | 1,898 | 32.3% | $9.00万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $36.95万 | 0.10% | 2,305 | -4 | -0.2% | -$641 | 减仓 |
| UNP | UNION PAC CORP | $37.33万 | 0.10% | 1,372 | 18 | 1.3% | $4,898 | 加仓 |
| PHIN | PHINIA INC | $37.41万 | 0.10% | 4,542 | 160 | 3.7% | $1.32万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $37.45万 | 0.10% | 747 | -3 | -0.4% | -$1,504 | 减仓 |
| PGR | PROGRESSIVE CORP | $37.48万 | 0.10% | 1,716 | 393 | 29.7% | $8.58万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $37.93万 | 0.10% | 1,694 | 761 | 81.6% | $17.04万 | 重新持有 |
| JOYY | JOYY INC | $38.33万 | 0.10% | 5,808 | -2,404 | -29.3% | -$15.86万 | 减仓 |
| BTE | BAYTEX ENERGY CORP | $38.43万 | 0.10% | 96,087 | -1,630 | -1.7% | -$6,520 | 减仓 |
| CCI | CROWN CASTLE INC | $38.88万 | 0.10% | 5,134 | 5,134 | — | $38.88万 | 新建仓 |
| MUR | MURPHY OIL CORP | $39.12万 | 0.10% | 12,014 | -104 | -0.9% | -$3,386 | 减仓 |
| UI | UBIQUITI INC | $39.21万 | 0.10% | 734 | -48 | -6.1% | -$2.56万 | 减仓 |
| ADSK | AUTODESK INC | $39.45万 | 0.10% | 2,029 | -56 | -2.7% | -$1.09万 | 减仓 |
| MCK | MCKESSON CORP | $39.67万 | 0.10% | 525 | -21 | -3.8% | -$1.59万 | 减仓 |
| APH | AMPHENOL CORP | $39.74万 | 0.10% | 2,254 | -88 | -3.8% | -$1.55万 | 减仓 |
| SAIA | SAIA INC | $39.76万 | 0.10% | 944 | 17 | 1.8% | $7,160 | 加仓 |
| IDXX | IDEXX LABS INC | $39.96万 | 0.10% | 759 | -1 | -0.1% | -$526 | 减仓 |
| CVX | CHEVRON CORPORATION | $40.19万 | 0.10% | 2,425 | -186 | -7.1% | -$3.08万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $40.71万 | 0.11% | 435 | 4 | 0.9% | $3,743 | 加仓 |
| CRM | SALESFORCE INC | $40.88万 | 0.11% | 2,609 | 41 | 1.6% | $6,424 | 加仓 |
| LII | LENNOX INTL INC | $40.91万 | 0.11% | 714 | 83 | 13.2% | $4.76万 | 加仓 |
| HOFT | HOOKER FURNISHINGS CORPORATI | $40.94万 | 0.11% | 22,960 | 6,364 | 38.3% | $11.35万 | 加仓 |
| MSCI | MSCI INC | $40.96万 | 0.11% | 731 | 179 | 32.4% | $10.03万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $41.08万 | 0.11% | 1,668 | 106 | 6.8% | $2.61万 | 加仓 |
| RBA | RB GLOBAL INC | $41.28万 | 0.11% | 3,545 | -8 | -0.2% | -$932 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $41.86万 | 0.11% | 6,943 | 59 | 0.9% | $3,557 | 加仓 |
| NEE | NEXTERA ENERGY INC | $41.96万 | 0.11% | 4,781 | -667 | -12.2% | -$5.85万 | 减仓 |
| INTC | INTEL CORP | $42.01万 | 0.11% | 3,009 | 3,009 | — | $42.01万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $42.15万 | 0.11% | 1,174 | 20 | 1.7% | $7,180 | 加仓 |
| KMT | KENNAMETAL INC | $42.25万 | 0.11% | 12,054 | 82 | 0.7% | $2,874 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $42.32万 | 0.11% | 1,989 | 0 | 0.0% | — | 不变 |
| KFY | KORN FERRY | $43.26万 | 0.11% | 6,497 | 3,265 | 101.0% | $21.74万 | 加仓 |
| CGAU | CENTERRA GOLD INC | $43.60万 | 0.11% | 27,488 | -114 | -0.4% | -$1,808 | 减仓 |
| WRB | BERKLEY W R CORP | $43.88万 | 0.11% | 6,221 | 1 | 0.0% | $71 | 加仓 |
| MMM | 3M CO | $43.94万 | 0.11% | 2,714 | -503 | -15.6% | -$8.14万 | 减仓 |
| MLI | MUELLER INDS INC | $44.30万 | 0.11% | 3,604 | 20 | 0.6% | $2,459 | 加仓 |