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 |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | $6,184.43万 | 16.04% | 281,840 | 1,098 | 0.4% | $24.09万 | 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 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $3,199.62万 | 8.30% | 748,975 | 9,325 | 1.3% | $39.84万 | 加仓 |
| IJR | ISHARES TR | $2,397.81万 | 6.22% | 161,676 | -10,552 | -6.1% | -$156.50万 | 减仓 |
| AAPL | APPLE INC | $1,595.60万 | 4.14% | 55,142 | -1,708 | -3.0% | -$49.42万 | 减仓 |
| SNA | SNAP ON INC | $983.73万 | 2.55% | 24,447 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $920.48万 | 2.39% | 213,371 | 25,440 | 13.5% | $109.75万 | 加仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $873.73万 | 2.27% | 59,722 | 9,308 | 18.5% | $136.18万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $632.20万 | 1.64% | 8,466 | -15 | -0.2% | -$1.12万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $544.71万 | 1.41% | 313,953 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $472.30万 | 1.22% | 23,604 | 717 | 3.1% | $14.35万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $465.80万 | 1.21% | 19,686 | 21 | 0.1% | $4,969 | 加仓 |
| IVW | ISHARES TR | $393.67万 | 1.02% | 28,624 | 139 | 0.5% | $1.91万 | 加仓 |
| MSFT | MICROSOFT CORP | $390.84万 | 1.01% | 10,478 | 1,725 | 19.7% | $64.34万 | 加仓 |
| GOOGL | ALPHABET INC | $379.76万 | 0.98% | 10,626 | 329 | 3.2% | $11.76万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $368.32万 | 0.96% | 51,693 | 126 | 0.2% | $8,978 | 加仓 |
| AMZN | AMAZON COM INC | $367.84万 | 0.95% | 15,434 | 406 | 2.7% | $9.68万 | 加仓 |
| GOOG | ALPHABET INC | $306.03万 | 0.79% | 8,661 | -108 | -1.2% | -$3.82万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $293.67万 | 0.76% | 11,563 | -210 | -1.8% | -$5.33万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $253.10万 | 0.66% | 57,851 | 15,943 | 38.0% | $69.75万 | 加仓 |
| AVGO | BROADCOM INC | $239.22万 | 0.62% | 6,333 | 558 | 9.7% | $21.08万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $206.71万 | 0.54% | 6,315 | 155 | 2.5% | $5.07万 | 加仓 |
| QQQ | INVESCO QQQ TR | $186.90万 | 0.48% | 2,538 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC | $178.58万 | 0.46% | 26,894 | 287 | 1.1% | $1.91万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $177.89万 | 0.46% | 1,541 | -135 | -8.1% | -$15.58万 | 减仓 |
| FIVE | FIVE BELOW INC | $174.43万 | 0.45% | 9,702 | -20 | -0.2% | -$3,596 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $173.02万 | 0.45% | 1,769 | -54 | -3.0% | -$5.28万 | 减仓 |
| ADI | ANALOG DEVICES INC | $169.83万 | 0.44% | 4,276 | -204 | -4.6% | -$8.10万 | 减仓 |
| CAT | CATERPILLAR INC | $162.74万 | 0.42% | 1,528 | 68 | 4.7% | $7.24万 | 加仓 |
| V | VISA INC | $151.51万 | 0.39% | 4,416 | 418 | 10.5% | $14.34万 | 加仓 |
| CSCO | CISCO SYS INC | $148.60万 | 0.39% | 12,651 | 849 | 7.2% | $9.97万 | 加仓 |
| JBL | JABIL INC | $135.23万 | 0.35% | 3,508 | -23 | -0.7% | -$8,866 | 减仓 |
| TSLA | TESLA INC | $132.53万 | 0.34% | 3,151 | -107 | -3.3% | -$4.50万 | 减仓 |
| SAN | BANCO SANTANDER SA | $130.58万 | 0.34% | 94,626 | 1,430 | 1.5% | $1.97万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $130.23万 | 0.34% | 2,727 | -47 | -1.7% | -$2.24万 | 减仓 |
| WMT | WALMART INC | $129.48万 | 0.34% | 11,432 | -810 | -6.6% | -$9.17万 | 减仓 |
| EFA | ISHARES TR | $122.95万 | 0.32% | 11,836 | -18 | -0.2% | -$1,870 | 减仓 |
| MS | MORGAN STANLEY | $121.60万 | 0.32% | 5,817 | 102 | 1.8% | $2.13万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $119.29万 | 0.31% | 2,384 | 203 | 9.3% | $10.16万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $113.11万 | 0.29% | 8,953 | 423 | 5.0% | $5.34万 | 加仓 |
| LLY | ELI LILLY & CO | $112.90万 | 0.29% | 941 | 42 | 4.7% | $5.04万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $112.21万 | 0.29% | 15,285 | 1,732 | 12.8% | $12.71万 | 加仓 |
| BCS | BARCLAYS PLC | $109.72万 | 0.28% | 40,847 | 5,559 | 15.8% | $14.93万 | 加仓 |
| BKDV | BNY MELLON ETF TRUST II | $108.57万 | 0.28% | 32,419 | 4,825 | 17.5% | $16.16万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $107.94万 | 0.28% | 7,361 | 717 | 10.8% | $10.51万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $107.50万 | 0.28% | 2,883 | 5 | 0.2% | $1,864 | 加仓 |
| CTVA | CORTEVA INC | $105.18万 | 0.27% | 12,419 | 446 | 3.7% | $3.78万 | 加仓 |
| GTX | GARRETT MOTION INC | $104.06万 | 0.27% | 28,723 | 1,399 | 5.1% | $5.07万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $103.32万 | 0.27% | 1,504 | 7 | 0.5% | $4,809 | 加仓 |
| LIN | LINDE PLC | $100.06万 | 0.26% | 1,928 | 31 | 1.6% | $1.61万 | 加仓 |
| META | META PLATFORMS INC | $100.02万 | 0.26% | 1,776 | -241 | -11.9% | -$13.57万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $99.66万 | 0.26% | 4,573 | 16 | 0.4% | $3,487 | 加仓 |
| IWM | ISHARES TR | $98.49万 | 0.26% | 3,278 | -6 | -0.2% | -$1,803 | 减仓 |
| IWR | ISHARES TR | $98.06万 | 0.25% | 8,889 | -53 | -0.6% | -$5,847 | 减仓 |
| NWG | NATWEST GROUP PLC | $97.28万 | 0.25% | 55,179 | 7,121 | 14.8% | $12.55万 | 加仓 |
| LOW | LOWES COS INC | $96.58万 | 0.25% | 4,380 | -325 | -6.9% | -$7.17万 | 减仓 |
| FAST | FASTENAL CO | $96.21万 | 0.25% | 20,030 | -31 | -0.2% | -$1,489 | 减仓 |
| USB | US BANCORP | $95.14万 | 0.25% | 15,752 | 2,285 | 17.0% | $13.80万 | 加仓 |
| MO | ALTRIA GROUP INC | $92.99万 | 0.24% | 12,924 | 1,519 | 13.3% | $10.93万 | 加仓 |
| ABBV | ABBVIE INC | $86.11万 | 0.22% | 3,422 | -47 | -1.4% | -$1.18万 | 减仓 |
| DB | DEUTSCHE BK AG | $84.25万 | 0.22% | 24,957 | 98 | 0.4% | $3,308 | 加仓 |
| SPGI | S&P GLOBAL INC | $83.34万 | 0.22% | 2,046 | 186 | 10.0% | $7.58万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $82.81万 | 0.21% | 1,612 | 253 | 18.6% | $13.00万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $81.32万 | 0.21% | 1,957 | 540 | 38.1% | $22.44万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $81.23万 | 0.21% | 8,860 | 1,995 | 29.1% | $18.29万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $80.44万 | 0.21% | 3,714 | 608 | 19.6% | $13.17万 | 加仓 |
| AMGN | AMGEN INC | $79.13万 | 0.21% | 2,185 | -40 | -1.8% | -$1.45万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $78.98万 | 0.20% | 1,035 | 128 | 14.1% | $9.77万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $77.81万 | 0.20% | 2,103 | 2,103 | — | $77.81万 | 新建仓 |
| CBT | CABOT CORP | $77.31万 | 0.20% | 8,512 | 2,075 | 32.2% | $18.85万 | 加仓 |
| HEI | HEICO CORP NEW | $75.26万 | 0.20% | 2,113 | -4 | -0.2% | -$1,425 | 减仓 |
| EFXT | ENERFLEX LTD | $74.83万 | 0.19% | 30,530 | 751 | 2.5% | $1.84万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $74.70万 | 0.19% | 890 | -473 | -34.7% | -$39.70万 | 减仓 |
| NFLX | NETFLIX INC. | $74.59万 | 0.19% | 10,447 | -1,366 | -11.6% | -$9.75万 | 减仓 |
| BAC | BANK OF AMER CORP | $71.71万 | 0.19% | 12,586 | -57 | -0.5% | -$3,248 | 减仓 |
| MCO | MOODYS CORP | $70.54万 | 0.18% | 1,557 | 377 | 31.9% | $17.08万 | 加仓 |
| OEF | ISHARES TR | $70.25万 | 0.18% | 1,920 | 0 | 0.0% | — | 不变 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $70.06万 | 0.18% | 6,466 | 392 | 6.5% | $4.25万 | 加仓 |
| CB | CHUBB LIMITED | $69.66万 | 0.18% | 2,044 | 2 | 0.1% | $682 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $68.74万 | 0.18% | 4,705 | 75 | 1.6% | $1.10万 | 加仓 |
| VO | VANGUARD INDEX FDS | $67.57万 | 0.18% | 8,387 | -1 | -0.0% | -$81 | 减仓 |
| — | EXXON MOBIL CORP | $67.26万 | 0.17% | 4,919 | 28 | 0.6% | $3,829 | 加仓 |
| VOD | VODAFONE GROUP PLC | $66.91万 | 0.17% | 50,591 | 95 | 0.2% | $1,256 | 加仓 |
| WFC | WELLS FARGO & CO | $66.44万 | 0.17% | 8,040 | -794 | -9.0% | -$6.56万 | 减仓 |
| ASML | ASML HLDG NV | $66.25万 | 0.17% | 333 | 6 | 1.8% | $1.19万 | 加仓 |
| MGA | MAGNA INTL INC | $66.23万 | 0.17% | 10,086 | 1,745 | 20.9% | $11.46万 | 加仓 |
| RTX | RTX CORPORATION | $64.39万 | 0.17% | 3,394 | 140 | 4.3% | $2.66万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $64.32万 | 0.17% | 11,981 | 345 | 3.0% | $1.85万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $63.32万 | 0.16% | 1,918 | 163 | 9.3% | $5.38万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $63.15万 | 0.16% | 2,423 | 388 | 19.1% | $10.11万 | 加仓 |
| EMR | EMERSON ELEC CO | $62.02万 | 0.16% | 4,333 | -49 | -1.1% | -$7,014 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $61.20万 | 0.16% | 24,421 | 1,531 | 6.7% | $3.84万 | 加仓 |
| BPOP | POPULAR INC | $61.08万 | 0.16% | 3,720 | 14 | 0.4% | $2,299 | 加仓 |
| C | CITIGROUP INC | $59.57万 | 0.15% | 4,257 | 52 | 1.2% | $7,277 | 加仓 |
| GLW | CORNING INC | $58.84万 | 0.15% | 2,303 | 308 | 15.4% | $7.87万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $58.73万 | 0.15% | 6,212 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $58.38万 | 0.15% | 1,005 | 1,005 | — | $58.38万 | 新建仓 |
| GE | GE AEROSPACE | $57.87万 | 0.15% | 1,548 | 26 | 1.7% | $9,719 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $57.08万 | 0.15% | 564 | 26 | 4.8% | $2.63万 | 加仓 |
| DHR | DANAHER CORP DEL | $56.59万 | 0.15% | 2,971 | 312 | 11.7% | $5.94万 | 加仓 |