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 |
|---|---|---|---|---|---|---|---|---|
| TK | TEEKAY CORPORATION LTD | $10.48万 | 0.03% | 10,478 | -185 | -1.7% | -$1,850 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $10.09万 | 0.03% | 17,301 | 6,724 | 63.6% | $3.92万 | 加仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $9.47万 | 0.02% | 17,973 | 17,973 | — | $9.47万 | 新建仓 |
| III | INFORMATION SVCS GROUP INC | $5.98万 | 0.02% | 14,550 | -4,815 | -24.9% | -$1.98万 | 重新持有 |
| 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 |