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 |
|---|---|---|---|---|---|---|---|---|
| F | FORD MTR CO | $0 | 0.00% | 0 | -58,916 | -100.0% | -$67.99万 | 清仓 |
| PENN | PENN ENTERTAINMENT INC | $0 | 0.00% | 0 | -36,363 | -100.0% | -$54.65万 | 清仓 |
| IBP | INSTALLED BLDG PRODS INC | $0 | 0.00% | 0 | -1,143 | -100.0% | -$30.32万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -1,707 | -100.0% | -$29.23万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -3,951 | -100.0% | -$28.59万 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -1,227 | -100.0% | -$27.55万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -6,277 | -100.0% | -$25.32万 | 清仓 |
| EMBC | EMBECTA CORP | $0 | 0.00% | 0 | -28,403 | -100.0% | -$25.11万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,542 | -100.0% | -$22.23万 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -5,227 | -100.0% | -$22.19万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -7,495 | -100.0% | -$21.73万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -1,436 | -100.0% | -$21.48万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -1,029 | -100.0% | -$21.39万 | 清仓 |
| — | SUN CTRY AIRLS HLDGS INC | $0 | 0.00% | 0 | -12,862 | -100.0% | -$21.25万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,401 | -100.0% | -$20.80万 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -5,327 | -100.0% | -$20.77万 | 清仓 |
| HUBG | HUB GROUP INC | $0 | 0.00% | 0 | -5,705 | -100.0% | -$20.56万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,036 | -100.0% | -$20.43万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -9,854 | -100.0% | -$20.40万 | 清仓 |
| — | ORLA MNG LTD NEW | $0 | 0.00% | 0 | -12,480 | -100.0% | -$20.13万 | 清仓 |
| WU | WESTERN UN CO | $0 | 0.00% | 0 | -19,992 | -100.0% | -$17.45万 | 清仓 |
| INNV | INNOVAGE HLDG CORP | $0 | 0.00% | 0 | -12,959 | -100.0% | -$10.39万 | 清仓 |
| III | INFORMATION SVCS GROUP INC | $5.98万 | 0.02% | 14,550 | -4,815 | -24.9% | -$1.98万 | 重新持有 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $9.47万 | 0.02% | 17,973 | 17,973 | — | $9.47万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $10.09万 | 0.03% | 17,301 | 6,724 | 63.6% | $3.92万 | 加仓 |
| TK | TEEKAY CORPORATION LTD | $10.48万 | 0.03% | 10,478 | -185 | -1.7% | -$1,850 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $10.59万 | 0.03% | 11,056 | 11,056 | — | $10.59万 | 新建仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $13.61万 | 0.04% | 16,239 | 1,119 | 7.4% | $9,377 | 加仓 |
| AGNC | AGNC INVT CORP | $14.50万 | 0.04% | 13,302 | 200 | 1.5% | $2,180 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $15.56万 | 0.04% | 13,955 | 1,282 | 10.1% | $1.43万 | 加仓 |
| SGHC | SUPER GROUP SGHC LIMITED | $15.78万 | 0.04% | 11,643 | 11,643 | — | $15.78万 | 新建仓 |
| TBLA | TABOOLA.COM LTD | $15.86万 | 0.04% | 31,715 | 20,111 | 173.3% | $10.06万 | 加仓 |
| CDE | COEUR MNG INC | $16.98万 | 0.04% | 10,403 | -1,442 | -12.2% | -$2.35万 | 减仓 |
| INMD | INMODE LTD | $17.33万 | 0.04% | 11,854 | -7,271 | -38.0% | -$10.63万 | 减仓 |
| PBI | PITNEY BOWES INC | $17.57万 | 0.05% | 10,026 | 10,026 | — | $17.57万 | 新建仓 |
| AEG | AEGON LTD | $19.14万 | 0.05% | 22,678 | 11,442 | 101.8% | $9.66万 | 加仓 |
| CME | CME GROUP INC | $20.02万 | 0.05% | 906 | -18 | -1.9% | -$3,977 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $20.06万 | 0.05% | 4,855 | 0 | 0.0% | — | 不变 |
| AM | ANTERO MIDSTREAM CORP | $20.32万 | 0.05% | 8,931 | -500 | -5.3% | -$1.14万 | 减仓 |
| EME | EMCOR GROUP INC | $20.33万 | 0.05% | 245 | 245 | — | $20.33万 | 新建仓 |
| RNR | RENAISSANCERE HLDGS LTD | $20.38万 | 0.05% | 643 | 643 | — | $20.38万 | 新建仓 |
| INVH | INVITATION HOMES INC | $20.39万 | 0.05% | 6,750 | 6,750 | — | $20.39万 | 新建仓 |
| MKL | MARKEL GROUP INC | $20.51万 | 0.05% | 105 | -33 | -23.9% | -$6.44万 | 减仓 |
| AMAT | APPLIED MATLS INC | $20.55万 | 0.05% | 284 | 284 | — | $20.55万 | 新建仓 |
| ZTS | ZOETIS INC | $20.65万 | 0.05% | 2,874 | -889 | -23.6% | -$6.39万 | 减仓 |
| SHEL | SHELL PLC | $20.76万 | 0.05% | 2,677 | -2,077 | -43.7% | -$16.11万 | 减仓 |
| TXN | TEXAS INSTRS INC | $20.83万 | 0.05% | 699 | 699 | — | $20.83万 | 新建仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $20.97万 | 0.05% | 2,079 | 2,079 | — | $20.97万 | 新建仓 |
| QUAD | QUAD / GRAPHICS INC | $21.05万 | 0.05% | 24,973 | 3,107 | 14.2% | $2.62万 | 加仓 |
| URI | UNITED RENTALS INC | $21.07万 | 0.05% | 186 | 186 | — | $21.07万 | 新建仓 |
| PFS | PROVIDENT FINL SVCS INC | $21.19万 | 0.05% | 8,966 | 8,966 | — | $21.19万 | 新建仓 |
| WSFS | WSFS FINL CORP | $21.57万 | 0.06% | 2,811 | 2,811 | — | $21.57万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $21.65万 | 0.06% | 5,591 | 5,591 | — | $21.65万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $21.72万 | 0.06% | 1,639 | -170 | -9.4% | -$2.25万 | 减仓 |
| TDW | TIDEWATER INC NEW | $21.89万 | 0.06% | 3,286 | 141 | 4.5% | $9,395 | 加仓 |
| OC | OWENS CORNING NEW | $21.94万 | 0.06% | 1,380 | 1,380 | — | $21.94万 | 新建仓 |
| SHOP | SHOPIFY INC | $21.98万 | 0.06% | 1,925 | -30 | -1.5% | -$3,425 | 减仓 |
| RRR | RED ROCK RESORTS INC | $22.07万 | 0.06% | 3,392 | -12,326 | -78.4% | -$80.19万 | 减仓 |
| EOG | EOG RES INC | $22.08万 | 0.06% | 1,702 | 0 | 0.0% | — | 不变 |
| NSIT | INSIGHT ENTERPRISES INC | $22.08万 | 0.06% | 1,813 | 1,813 | — | $22.08万 | 新建仓 |
| ENVA | ENOVA INTL INC | $22.10万 | 0.06% | 918 | 918 | — | $22.10万 | 新建仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $22.12万 | 0.06% | 3,626 | 3,626 | — | $22.12万 | 新建仓 |
| BKTI | BK TECHNOLOGIES CORPORATION | $22.45万 | 0.06% | 2,611 | -201 | -7.1% | -$1.73万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $22.61万 | 0.06% | 3,033 | 7 | 0.2% | $522 | 加仓 |
| DIS | DISNEY WALT CO | $22.65万 | 0.06% | 2,353 | 47 | 2.0% | $4,524 | 加仓 |
| COP | CONOCOPHILLIPS | $22.77万 | 0.06% | 2,190 | -432 | -16.5% | -$4.49万 | 减仓 |
| ORCL | ORACLE CORP | $22.92万 | 0.06% | 1,564 | 148 | 10.5% | $2.17万 | 加仓 |
| MCY | MERCURY GENL CORP NEW | $22.99万 | 0.06% | 2,156 | 2,156 | — | $22.99万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $23.13万 | 0.06% | 735 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INC | $23.14万 | 0.06% | 1,088 | 2 | 0.2% | $425 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $23.27万 | 0.06% | 349 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP | $23.29万 | 0.06% | 4,445 | -511 | -10.3% | -$2.68万 | 减仓 |
| WAB | WABTEC | $23.46万 | 0.06% | 870 | -14 | -1.6% | -$3,774 | 减仓 |
| GHC | GRAHAM HLDGS CO | $23.52万 | 0.06% | 206 | -2 | -1.0% | -$2,283 | 减仓 |
| PRDO | PERDOCEO ED CORP | $23.54万 | 0.06% | 7,356 | 636 | 9.5% | $2.04万 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $23.61万 | 0.06% | 1,364 | 1,364 | — | $23.61万 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $24.05万 | 0.06% | 711 | 711 | — | $24.05万 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $24.11万 | 0.06% | 1,289 | 174 | 15.6% | $3.26万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $24.33万 | 0.06% | 1,777 | -126 | -6.6% | -$1.73万 | 减仓 |
| YELP | YELP INC | $24.42万 | 0.06% | 9,961 | 9,961 | — | $24.42万 | 新建仓 |
| CMC | COMMERCIAL METALS CO | $24.46万 | 0.06% | 3,897 | 77 | 2.0% | $4,832 | 加仓 |
| ACT | ENACT HLDGS INC | $24.53万 | 0.06% | 5,367 | 119 | 2.3% | $5,439 | 加仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $24.56万 | 0.06% | 44,327 | -730 | -1.6% | -$4,044 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $24.78万 | 0.06% | 574 | 574 | — | $24.78万 | 新建仓 |
| QCOM | QUALCOMM INC | $24.83万 | 0.06% | 1,344 | -135 | -9.1% | -$2.49万 | 重新持有 |
| FHI | FEDERATED HERMES INC | $25.10万 | 0.07% | 4,545 | 146 | 3.3% | $8,062 | 加仓 |
| SIG | SIGNET JEWELERS LIMITED | $25.29万 | 0.07% | 2,934 | 38 | 1.3% | $3,275 | 加仓 |
| VMC | VULCAN MATLS CO | $25.37万 | 0.07% | 860 | 33 | 4.0% | $9,736 | 加仓 |
| DOV | DOVER CORP | $25.57万 | 0.07% | 1,140 | 0 | 0.0% | — | 不变 |
| FBCG | FIDELITY COVINGTON TRUST | $25.61万 | 0.07% | 4,123 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP | $25.68万 | 0.07% | 759 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $25.73万 | 0.07% | 2,090 | -139 | -6.2% | -$1.71万 | 减仓 |
| PEP | PEPSICO INC | $25.94万 | 0.07% | 1,916 | -95 | -4.7% | -$1.29万 | 减仓 |
| SO | SOUTHERN CO | $25.97万 | 0.07% | 2,713 | 41 | 1.5% | $3,925 | 加仓 |
| BAP | CREDICORP LTD | $25.98万 | 0.07% | 667 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $26.00万 | 0.07% | 626 | -19 | -2.9% | -$7,891 | 减仓 |
| LRCX | LAM RESEARCH CORP | $26.04万 | 0.07% | 601 | 601 | — | $26.04万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $26.13万 | 0.07% | 2,099 | 2,099 | — | $26.13万 | 新建仓 |
| NMR | NOMURA HLDGS INC | $26.13万 | 0.07% | 29,766 | 13,064 | 78.2% | $11.47万 | 加仓 |
| IVV | ISHARES TR | $26.17万 | 0.07% | 349 | 0 | 0.0% | — | 不变 |