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 |
|---|---|---|---|---|---|---|---|---|
| FIVE | FIVE BELOW INC | $174.43万 | 0.45% | 9,702 | -20 | -0.2% | -$3,596 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $177.89万 | 0.46% | 1,541 | -135 | -8.1% | -$15.58万 | 减仓 |
| BWA | BORGWARNER INC | $178.58万 | 0.46% | 26,894 | 287 | 1.1% | $1.91万 | 加仓 |
| QQQ | INVESCO QQQ TR | $186.90万 | 0.48% | 2,538 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $206.71万 | 0.54% | 6,315 | 155 | 2.5% | $5.07万 | 加仓 |
| AVGO | BROADCOM INC | $239.22万 | 0.62% | 6,333 | 558 | 9.7% | $21.08万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $253.10万 | 0.66% | 57,851 | 15,943 | 38.0% | $69.75万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $293.67万 | 0.76% | 11,563 | -210 | -1.8% | -$5.33万 | 减仓 |
| GOOG | ALPHABET INC | $306.03万 | 0.79% | 8,661 | -108 | -1.2% | -$3.82万 | 减仓 |
| AMZN | AMAZON COM INC | $367.84万 | 0.95% | 15,434 | 406 | 2.7% | $9.68万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $368.32万 | 0.96% | 51,693 | 126 | 0.2% | $8,978 | 加仓 |
| GOOGL | ALPHABET INC | $379.76万 | 0.98% | 10,626 | 329 | 3.2% | $11.76万 | 加仓 |
| MSFT | MICROSOFT CORP | $390.84万 | 1.01% | 10,478 | 1,725 | 19.7% | $64.34万 | 加仓 |
| IVW | ISHARES TR | $393.67万 | 1.02% | 28,624 | 139 | 0.5% | $1.91万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $465.80万 | 1.21% | 19,686 | 21 | 0.1% | $4,969 | 加仓 |
| NVDA | NVIDIA CORPORATION | $472.30万 | 1.22% | 23,604 | 717 | 3.1% | $14.35万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $544.71万 | 1.41% | 313,953 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $632.20万 | 1.64% | 8,466 | -15 | -0.2% | -$1.12万 | 减仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $873.73万 | 2.27% | 59,722 | 9,308 | 18.5% | $136.18万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $920.48万 | 2.39% | 213,371 | 25,440 | 13.5% | $109.75万 | 加仓 |
| SNA | SNAP ON INC | $983.73万 | 2.55% | 24,447 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $1,595.60万 | 4.14% | 55,142 | -1,708 | -3.0% | -$49.42万 | 减仓 |
| IJR | ISHARES TR | $2,397.81万 | 6.22% | 161,676 | -10,552 | -6.1% | -$156.50万 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $3,199.62万 | 8.30% | 748,975 | 9,325 | 1.3% | $39.84万 | 加仓 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $3,227.29万 | 8.37% | 993,624 | 19,178 | 2.0% | $62.29万 | 加仓 |
| QUAL | ISHARES TR | $6,184.43万 | 16.04% | 281,840 | 1,098 | 0.4% | $24.09万 | 加仓 |