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 |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | $5,384.91万 | 16.10% | 280,742 | -3,847 | -1.4% | -$73.79万 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $2,944.55万 | 8.81% | 739,650 | 12,704 | 1.7% | $50.57万 | 加仓 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $2,896.05万 | 8.66% | 974,446 | -3,558 | -0.4% | -$10.57万 | 减仓 |
| IJR | ISHARES TR | $2,140.96万 | 6.40% | 172,228 | -18,598 | -9.7% | -$231.19万 | 减仓 |
| AAPL | APPLE INC | $1,442.81万 | 4.31% | 56,850 | 20,175 | 55.0% | $512.03万 | 加仓 |
| SNA | SNAP ON INC | $887.95万 | 2.66% | 24,447 | 493 | 2.1% | $17.91万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $741.01万 | 2.22% | 187,931 | 22,062 | 13.3% | $86.99万 | 加仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $630.32万 | 1.88% | 50,414 | 21,164 | 72.4% | $264.61万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $551.54万 | 1.65% | 8,481 | -55 | -0.6% | -$3.58万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $472.50万 | 1.41% | 313,953 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $422.92万 | 1.26% | 19,665 | 1,117 | 6.0% | $24.02万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $399.14万 | 1.19% | 22,887 | -835 | -3.5% | -$14.56万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $330.44万 | 0.99% | 51,567 | 12 | 0.0% | $769 | 加仓 |
| MSFT | MICROSOFT CORP | $324.01万 | 0.97% | 8,753 | -1,111 | -11.3% | -$41.13万 | 减仓 |
| IVW | ISHARES TR | $322.20万 | 0.96% | 28,485 | -340 | -1.2% | -$3.85万 | 减仓 |
| AMZN | AMAZON COM INC | $312.98万 | 0.94% | 15,028 | 584 | 4.0% | $12.16万 | 加仓 |
| GOOGL | ALPHABET INC | $296.11万 | 0.89% | 10,297 | 3,332 | 47.8% | $95.82万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $287.78万 | 0.86% | 11,773 | 269 | 2.3% | $6.58万 | 加仓 |
| GOOG | ALPHABET INC | $251.56万 | 0.75% | 8,769 | 4,091 | 87.5% | $117.36万 | 加仓 |
| FIVE | FIVE BELOW INC | $222.13万 | 0.66% | 9,722 | -587 | -5.7% | -$13.41万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $181.22万 | 0.54% | 6,160 | -258 | -4.0% | -$7.59万 | 减仓 |
| AVGO | BROADCOM INC | $178.73万 | 0.53% | 5,775 | 136 | 2.4% | $4.21万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $163.18万 | 0.49% | 1,823 | 39 | 2.2% | $3.49万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $157.11万 | 0.47% | 41,908 | 3,660 | 9.6% | $13.72万 | 加仓 |
| WMT | WALMART INC | $152.14万 | 0.45% | 12,242 | -533 | -4.2% | -$6.62万 | 减仓 |
| QQQ | INVESCO QQQ TR | $146.49万 | 0.44% | 2,538 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC | $144.37万 | 0.43% | 26,607 | 759 | 2.9% | $4.12万 | 加仓 |
| ADI | ANALOG DEVICES INC | $142.53万 | 0.43% | 4,480 | -227 | -4.8% | -$7.22万 | 减仓 |
| TSLA | TESLA INC | $121.12万 | 0.36% | 3,258 | 147 | 4.7% | $5.46万 | 加仓 |
| V | VISA INC | $120.83万 | 0.36% | 3,998 | -127 | -3.1% | -$3.84万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $118.88万 | 0.36% | 8,530 | 137 | 1.6% | $1.91万 | 加仓 |
| META | META PLATFORMS INC | $115.37万 | 0.35% | 2,017 | 449 | 28.6% | $25.68万 | 加仓 |
| EFA | ISHARES TR | $115.14万 | 0.34% | 11,854 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $113.58万 | 0.34% | 11,813 | -725 | -5.8% | -$6.97万 | 减仓 |
| LOW | LOWES COS INC | $111.16万 | 0.33% | 4,705 | -963 | -17.0% | -$22.75万 | 减仓 |
| SAN | BANCO SANTANDER SA | $105.12万 | 0.31% | 93,196 | 1,162 | 1.3% | $1.31万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $104.51万 | 0.31% | 2,181 | 148 | 7.3% | $7.09万 | 加仓 |
| CAT | CATERPILLAR INC | $103.45万 | 0.31% | 1,460 | 30 | 2.1% | $2.13万 | 加仓 |
| CTVA | CORTEVA INC | $100.22万 | 0.30% | 11,973 | 3,278 | 37.7% | $27.44万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $99.80万 | 0.30% | 13,553 | 831 | 6.5% | $6.12万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $95.96万 | 0.29% | 6,644 | 790 | 13.5% | $11.41万 | 加仓 |
| MS | MORGAN STANLEY | $94.05万 | 0.28% | 5,715 | -149 | -2.5% | -$2.45万 | 减仓 |
| LIN | LINDE PLC | $94.05万 | 0.28% | 1,897 | 390 | 25.9% | $19.34万 | 加仓 |
| JBL | JABIL INC | $93.80万 | 0.28% | 3,531 | -21 | -0.6% | -$5,578 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $93.75万 | 0.28% | 2,774 | -112 | -3.9% | -$3.79万 | 减仓 |
| FAST | FASTENAL CO | $93.08万 | 0.28% | 20,061 | -194 | -1.0% | -$9,002 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $92.88万 | 0.28% | 2,878 | 1 | 0.0% | $323 | 加仓 |
| CSCO | CISCO SYS INC | $91.57万 | 0.27% | 11,802 | 613 | 5.5% | $4.76万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $89.47万 | 0.27% | 1,497 | -562 | -27.3% | -$33.59万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $89.40万 | 0.27% | 4,557 | 370 | 8.8% | $7.26万 | 加仓 |
| IWR | ISHARES TR | $86.94万 | 0.26% | 8,942 | -110 | -1.2% | -$1.07万 | 减仓 |
| RRR | RED ROCK RESORTS INC | $83.87万 | 0.25% | 15,718 | 452 | 3.0% | $2.41万 | 加仓 |
| — | EXXON MOBIL CORP | $82.98万 | 0.25% | 4,891 | -199 | -3.9% | -$3.38万 | 减仓 |
| LLY | ELI LILLY & CO | $82.71万 | 0.25% | 899 | 61 | 7.3% | $5.61万 | 加仓 |
| BKDV | BNY MELLON ETF TRUST II | $81.85万 | 0.24% | 27,594 | 6,358 | 29.9% | $18.86万 | 加仓 |
| IWM | ISHARES TR | $81.44万 | 0.24% | 3,284 | 5 | 0.2% | $1,240 | 加仓 |
| SPGI | S&P GLOBAL INC | $79.13万 | 0.24% | 1,860 | 12 | 0.6% | $5,105 | 加仓 |
| AMGN | AMGEN INC | $78.27万 | 0.23% | 2,225 | 328 | 17.3% | $11.54万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $76.93万 | 0.23% | 11,636 | 294 | 2.6% | $1.94万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $75.85万 | 0.23% | 50,496 | 1,713 | 3.5% | $2.57万 | 加仓 |
| ABBV | ABBVIE INC | $75.46万 | 0.23% | 3,469 | 1,028 | 42.1% | $22.36万 | 加仓 |
| MO | ALTRIA GROUP INC | $75.26万 | 0.23% | 11,405 | 1,139 | 11.1% | $7.52万 | 加仓 |
| BCS | BARCLAYS PLC | $74.67万 | 0.22% | 35,288 | -2,994 | -7.8% | -$6.34万 | 减仓 |
| DB | DEUTSCHE BK AG | $74.03万 | 0.22% | 24,859 | -2,573 | -9.4% | -$7.66万 | 减仓 |
| NWG | NATWEST GROUP PLC | $71.61万 | 0.21% | 48,058 | -489 | -1.0% | -$7,286 | 减仓 |
| WFC | WELLS FARGO & CO | $70.33万 | 0.21% | 8,834 | -1,132 | -11.4% | -$9.01万 | 减仓 |
| USB | US BANCORP | $70.04万 | 0.21% | 13,467 | 469 | 3.6% | $2.44万 | 加仓 |
| F | FORD MTR CO | $67.99万 | 0.20% | 58,916 | -50,823 | -46.3% | -$58.65万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $67.92万 | 0.20% | 1,359 | -129 | -8.7% | -$6.45万 | 减仓 |
| CB | CHUBB LTD SWITZ | $66.57万 | 0.20% | 2,042 | 5 | 0.2% | $1,630 | 加仓 |
| KGC | KINROSS GOLD CORP | $64.97万 | 0.19% | 21,288 | -771 | -3.5% | -$2.35万 | 减仓 |
| RTX | RTX CORPORATION | $62.78万 | 0.19% | 3,254 | 54 | 1.7% | $1.04万 | 加仓 |
| EFXT | ENERFLEX LTD | $62.30万 | 0.19% | 29,779 | 2,111 | 7.6% | $4.42万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $62.18万 | 0.19% | 1,816 | 449 | 32.8% | $15.37万 | 加仓 |
| UI | UBIQUITI INC | $61.81万 | 0.18% | 782 | -156 | -16.6% | -$12.33万 | 减仓 |
| BAC | BANK AMERICA CORP | $61.63万 | 0.18% | 12,643 | 250 | 2.0% | $1.22万 | 加仓 |
| OEF | ISHARES TR | $61.07万 | 0.18% | 1,920 | -316 | -14.1% | -$10.05万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $60.70万 | 0.18% | 3,106 | 3,106 | — | $60.70万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $60.63万 | 0.18% | 4,630 | 105 | 2.3% | $1.38万 | 加仓 |
| VO | VANGUARD INDEX FDS | $60.22万 | 0.18% | 2,097 | -7 | -0.3% | -$2,010 | 减仓 |
| AA | ALCOA CORP | $59.89万 | 0.18% | 9,029 | 121 | 1.4% | $8,026 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $58.51万 | 0.17% | 6,865 | 3,360 | 95.9% | $28.64万 | 加仓 |
| HEI | HEICO CORP NEW | $58.05万 | 0.17% | 2,117 | -418 | -16.5% | -$11.46万 | 减仓 |
| EMR | EMERSON ELEC CO | $57.42万 | 0.17% | 4,382 | -105 | -2.3% | -$1.38万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $56.63万 | 0.17% | 1,676 | -13 | -0.8% | -$4,392 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $55.51万 | 0.17% | 1,363 | -440 | -24.4% | -$17.92万 | 减仓 |
| PENN | PENN ENTERTAINMENT INC | $54.65万 | 0.16% | 36,363 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $54.03万 | 0.16% | 2,611 | -2,937 | -52.9% | -$60.77万 | 减仓 |
| IMO | IMPERIAL OIL LTD | $52.72万 | 0.16% | 4,030 | 124 | 3.2% | $1.62万 | 加仓 |
| IVLU | ISHARES TR | $52.62万 | 0.16% | 13,262 | 2,571 | 24.0% | $10.20万 | 加仓 |
| NOW | SERVICENOW INC | $51.94万 | 0.16% | 4,968 | 1,298 | 35.4% | $13.57万 | 加仓 |
| MRK | MERCK & CO INC | $51.51万 | 0.15% | 4,282 | 442 | 11.5% | $5.32万 | 加仓 |
| MCO | MOODYS CORP | $51.49万 | 0.15% | 1,180 | 544 | 85.5% | $23.74万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $51.19万 | 0.15% | 1,755 | -633 | -26.5% | -$18.46万 | 减仓 |
| MCD | MCDONALDS CORP | $51.12万 | 0.15% | 1,645 | 17 | 1.0% | $5,283 | 加仓 |
| NEE | NEXTERA ENERGY INC | $50.60万 | 0.15% | 5,448 | -194 | -3.4% | -$1.80万 | 减仓 |
| DHR | DANAHER CORP DEL | $50.42万 | 0.15% | 2,659 | -360 | -11.9% | -$6.83万 | 减仓 |
| MUR | MURPHY OIL CORP | $49.99万 | 0.15% | 12,118 | 304 | 2.6% | $1.25万 | 加仓 |
| ADSK | AUTODESK INC | $49.91万 | 0.15% | 2,085 | 1,342 | 180.6% | $32.13万 | 重新持有 |
| BPOP | POPULAR INC | $49.72万 | 0.15% | 3,706 | 138 | 3.9% | $1.85万 | 加仓 |