Baron Wealth Management LLC
TROY MI · SEC CIK 0001968507
$3.34亿2026Q1 申报市值
279持仓数
54.1%前十大占比 · 第一大 16.1%
36 / 20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
AAPL 加仓+$512.03万
IVOG 加仓+$264.61万
GOOG 加仓+$117.36万
GOOGL 加仓+$95.82万
SDVY 加仓+$86.99万
2026Q1 卖出最多 按季末市值估算
IJR 减仓-$231.19万
QUAL 减仓-$73.79万
IVV 减仓-$69.95万
IWD 清仓-$63.12万
CVX 减仓-$60.77万
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 |
|---|---|---|---|---|---|---|---|---|
| DHT | DHT HOLDINGS INC | $26.95万 | 0.08% | 14,750 | 592 | 4.2% | $1.08万 | 加仓 |
| MKL | MARKEL GROUP INC | $26.41万 | 0.08% | 138 | 0 | 0.0% | — | 不变 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $26.40万 | 0.08% | 45,057 | 1,471 | 3.4% | $8,620 | 加仓 |
| TDW | TIDEWATER INC NEW | $26.28万 | 0.08% | 3,145 | 3,145 | — | $26.28万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $26.22万 | 0.08% | 1,323 | 440 | 49.8% | $8.72万 | 加仓 |
| INMD | INMODE LTD | $26.16万 | 0.08% | 19,125 | 19,125 | — | $26.16万 | 新建仓 |
| SIGI | SELECTIVE INS GROUP INC | $26.09万 | 0.08% | 3,461 | 317 | 10.1% | $2.39万 | 加仓 |
| PAYX | PAYCHEX INC | $25.90万 | 0.08% | 2,811 | 17 | 0.6% | $1,566 | 加仓 |
| SO | SOUTHERN CO | $25.79万 | 0.08% | 2,672 | -293 | -9.9% | -$2.83万 | 减仓 |
| TOL | TOLL BROTHERS INC | $25.66万 | 0.08% | 1,880 | 209 | 12.5% | $2.85万 | 加仓 |
| CSGP | COSTAR GROUP INC | $25.32万 | 0.08% | 6,277 | -865 | -12.1% | -$3.49万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $25.20万 | 0.08% | 1,453 | 372 | 34.4% | $6.45万 | 加仓 |
| EMBC | EMBECTA CORP | $25.11万 | 0.08% | 28,403 | 28,403 | — | $25.11万 | 新建仓 |
| BA | BOEING CO | $25.10万 | 0.08% | 1,261 | -92 | -6.8% | -$1.83万 | 减仓 |
| PRDO | PERDOCEO ED CORP | $25.01万 | 0.07% | 6,720 | 410 | 6.5% | $1.53万 | 重新持有 |
| FHI | FEDERATED HERMES INC | $24.95万 | 0.07% | 4,399 | 4,399 | — | $24.95万 | 新建仓 |
| EOG | EOG RES INC | $24.61万 | 0.07% | 1,702 | 1,702 | — | $24.61万 | 新建仓 |
| SIG | SIGNET JEWELERS LIMITED | $24.51万 | 0.07% | 2,896 | 89 | 3.2% | $7,532 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $24.46万 | 0.07% | 1,809 | 207 | 12.9% | $2.80万 | 加仓 |
| PBYI | PUMA BIOTECHNOLOGY INC | $24.46万 | 0.07% | 38,278 | 2,886 | 8.2% | $1.84万 | 加仓 |
| SENEA | SENECA FOODS CORP NEW | $24.45万 | 0.07% | 1,618 | 1,618 | — | $24.45万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $24.43万 | 0.07% | 4,855 | 4,855 | — | $24.43万 | 新建仓 |
| PVAL | PUTNAM ETF TRUST | $24.18万 | 0.07% | 5,212 | 5,212 | — | $24.18万 | 新建仓 |
| DOV | DOVER CORP | $23.76万 | 0.07% | 1,140 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO | $23.47万 | 0.07% | 3,820 | 6 | 0.2% | $369 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $23.38万 | 0.07% | 7,928 | 7,928 | — | $23.38万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $23.30万 | 0.07% | 2,326 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $23.19万 | 0.07% | 1,955 | 280 | 16.7% | $3.32万 | 加仓 |
| FLR | FLUOR CORP | $23.12万 | 0.07% | 4,956 | -344 | -6.5% | -$1.60万 | 减仓 |
| IVV | ISHARES TR | $22.81万 | 0.07% | 349 | -1,070 | -75.4% | -$69.95万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $22.77万 | 0.07% | 3,026 | 47 | 1.6% | $3,537 | 加仓 |
| CYD | CHINA YUCHAI INTL LTD | $22.66万 | 0.07% | 5,885 | 5,885 | — | $22.66万 | 新建仓 |
| HD | HOME DEPOT INC | $22.63万 | 0.07% | 688 | -338 | -32.9% | -$11.12万 | 减仓 |
| BAP | CREDICORP LTD | $22.62万 | 0.07% | 667 | 667 | — | $22.62万 | 新建仓 |
| VMC | VULCAN MATLS CO | $22.52万 | 0.07% | 827 | 52 | 6.7% | $1.42万 | 加仓 |
| CDE | COEUR MNG INC | $22.23万 | 0.07% | 11,845 | 11,845 | — | $22.23万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $22.23万 | 0.07% | 3,542 | 423 | 13.6% | $2.65万 | 加仓 |
| DIS | DISNEY WALT CO | $22.23万 | 0.07% | 2,306 | 15 | 0.7% | $1,446 | 加仓 |
| APA | APA CORPORATION | $22.19万 | 0.07% | 5,227 | 5,227 | — | $22.19万 | 新建仓 |
| RGA | REINSURANCE GROUP AMER INC | $22.17万 | 0.07% | 1,086 | 31 | 2.9% | $6,329 | 加仓 |
| WAB | WABTEC | $22.09万 | 0.07% | 884 | 884 | — | $22.09万 | 新建仓 |
| GHC | GRAHAM HLDGS CO | $21.99万 | 0.07% | 208 | 10 | 5.1% | $1.06万 | 加仓 |
| — | ATKORE INC | $21.84万 | 0.07% | 3,707 | 387 | 11.7% | $2.28万 | 加仓 |
| T | AT&T INC | $21.73万 | 0.06% | 7,495 | 7,495 | — | $21.73万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $21.66万 | 0.06% | 1,310 | -786 | -37.5% | -$13.00万 | 重新持有 |
| AM | ANTERO MIDSTREAM CORP | $21.50万 | 0.06% | 9,431 | 9,431 | — | $21.50万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $21.48万 | 0.06% | 1,436 | -139 | -8.8% | -$2.08万 | 减仓 |
| ACT | ENACT HLDGS INC | $21.42万 | 0.06% | 5,248 | 5,248 | — | $21.42万 | 新建仓 |
| HSY | HERSHEY CO | $21.39万 | 0.06% | 1,029 | 1,029 | — | $21.39万 | 新建仓 |
| HOFT | HOOKER FURNISHINGS CORPORATI | $21.38万 | 0.06% | 16,596 | 0 | 0.0% | — | 不变 |
| — | SUN CTRY AIRLS HLDGS INC | $21.25万 | 0.06% | 12,862 | -255 | -1.9% | -$4,213 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $21.11万 | 0.06% | 349 | 0 | 0.0% | — | 重新持有 |
| NSC | NORFOLK SOUTHN CORP | $21.10万 | 0.06% | 735 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP | $21.04万 | 0.06% | 1,115 | -27 | -2.4% | -$5,095 | 减仓 |
| ES | EVERSOURCE ENERGY | $21.01万 | 0.06% | 3,032 | 3,032 | — | $21.01万 | 新建仓 |
| AMG | AFFILIATED MANAGERS GROUP | $21.00万 | 0.06% | 759 | -12 | -1.6% | -$3,320 | 减仓 |
| BKTI | BK TECHNOLOGIES CORPORATION | $20.99万 | 0.06% | 2,812 | -344 | -10.9% | -$2.57万 | 减仓 |
| ORCL | ORACLE CORP | $20.82万 | 0.06% | 1,416 | 39 | 2.8% | $5,736 | 加仓 |
| KO | COCA COLA CO | $20.82万 | 0.06% | 2,737 | 2,737 | — | $20.82万 | 新建仓 |
| MDT | MEDTRONIC PLC | $20.80万 | 0.06% | 2,401 | -1,931 | -44.6% | -$16.73万 | 减仓 |
| HAL | HALLIBURTON CO | $20.77万 | 0.06% | 5,327 | 5,327 | — | $20.77万 | 新建仓 |
| FBCG | FIDELITY COVINGTON TRUST | $20.66万 | 0.06% | 4,123 | 4,123 | — | $20.66万 | 新建仓 |
| HUBG | HUB GROUP INC | $20.56万 | 0.06% | 5,705 | -465 | -7.5% | -$1.68万 | 减仓 |
| AZN | ASTRAZENECA PLC | $20.43万 | 0.06% | 1,036 | 1,036 | — | $20.43万 | 新建仓 |
| SONY | SONY GROUP CORP | $20.40万 | 0.06% | 9,854 | -7,399 | -42.9% | -$15.32万 | 减仓 |
| KFY | KORN FERRY | $20.34万 | 0.06% | 3,232 | -254 | -7.3% | -$1.60万 | 重新持有 |
| RUSHA | RUSH ENTERPRISES INC | $20.16万 | 0.06% | 3,050 | 3,050 | — | $20.16万 | 新建仓 |
| — | ORLA MNG LTD NEW | $20.13万 | 0.06% | 12,480 | -5,072 | -28.9% | -$8.18万 | 减仓 |
| WU | WESTERN UN CO | $17.45万 | 0.05% | 19,992 | 8,497 | 73.9% | $7.42万 | 加仓 |
| QUAD | QUAD / GRAPHICS INC | $14.45万 | 0.04% | 21,866 | 21,866 | — | $14.45万 | 新建仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $14.28万 | 0.04% | 12,673 | 118 | 0.9% | $1,330 | 加仓 |
| NMR | NOMURA HLDGS INC | $13.18万 | 0.04% | 16,702 | 2,181 | 15.0% | $1.72万 | 加仓 |
| AGNC | AGNC INVT CORP | $13.14万 | 0.04% | 13,102 | 500 | 4.0% | $5,015 | 加仓 |
| TK | TEEKAY CORPORATION LTD | $13.02万 | 0.04% | 10,663 | 183 | 1.7% | $2,234 | 加仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $12.55万 | 0.04% | 15,120 | 4,335 | 40.2% | $3.60万 | 加仓 |
| INNV | INNOVAGE HLDG CORP | $10.39万 | 0.03% | 12,959 | 12,959 | — | $10.39万 | 新建仓 |
| AEG | AEGON LTD | $8.16万 | 0.02% | 11,236 | 11,236 | — | $8.16万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $5.32万 | 0.02% | 10,577 | -64 | -0.6% | -$322 | 减仓 |
| TBLA | TABOOLA.COM LTD | $3.60万 | 0.01% | 11,604 | -2,953 | -20.3% | -$9,154 | 减仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -3,001 | -100.0% | -$63.12万 | 清仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $0 | 0.00% | 0 | -4,389 | -100.0% | -$36.04万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -192 | -100.0% | -$32.46万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PTC | PTC INC | $0 | 0.00% | 0 | -1,509 | -100.0% | -$26.29万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,435 | -100.0% | -$25.51万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -5,116 | -100.0% | -$25.18万 | 清仓 |
| THO | THOR INDS INC | $0 | 0.00% | 0 | -2,376 | -100.0% | -$24.39万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -6,446 | -100.0% | -$23.55万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -1,341 | -100.0% | -$21.37万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,381 | -100.0% | -$21.29万 | 清仓 |
| OMF | ONEMAIN HLDGS INC | $0 | 0.00% | 0 | -3,138 | -100.0% | -$21.20万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -319 | -100.0% | -$21.14万 | 清仓 |
| — | NEW GOLD INC CDA | $0 | 0.00% | 0 | -24,040 | -100.0% | -$20.94万 | 清仓 |
| IBEX | IBEX LTD | $0 | 0.00% | 0 | -5,460 | -100.0% | -$20.85万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -605 | -100.0% | -$20.44万 | 清仓 |
| — | MEDALLION FINL CORP | $0 | 0.00% | 0 | -11,185 | -100.0% | -$11.51万 | 清仓 |
| III | INFORMATION SVCS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADT | ADT INC DEL | $0 | 0.00% | 0 | -10,313 | -100.0% | -$8.32万 | 清仓 |