BARLOW WEALTH PARTNERS, LLC
LOUISVILLE KY · SEC CIK 0001999928
$9.00亿2026Q1 申报市值
137持仓数
42.9%前十大占比 · 第一大 7.5%
8 / 7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
RACE 新建仓+$2,285.31万
SCHW 加仓+$2,203.91万
CRM 新建仓+$1,213.42万
FICO 加仓+$790.44万
BRK/B 加仓+$770.44万
2026Q1 卖出最多 按季末市值估算
AJG 清仓-$2,343.74万
META 减仓-$2,328.54万
MELI 减仓-$1,542.57万
GOOG 减仓-$1,247.84万
TSM 减仓-$962.29万
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 |
|---|---|---|---|---|---|---|---|---|
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -88,580 | -100.0% | -$2,343.74万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -37,089 | -100.0% | -$890.59万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,824 | -100.0% | -$22.97万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -1,339 | -100.0% | -$22.16万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -3,900 | -100.0% | -$20.09万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -300 | -100.0% | -$20.00万 | 清仓 |
| — | SYPRIS SOLUTIONS INC | $0 | 0.00% | 0 | -25,000 | -100.0% | -$6.38万 | 清仓 |
| CMI | CUMMINS INC | $20.13万 | 0.02% | 321 | 321 | — | $20.13万 | 新建仓 |
| AFL | AFLAC INC | $20.27万 | 0.02% | 1,770 | 1,770 | — | $20.27万 | 新建仓 |
| TSLA | TESLA INC | $20.35万 | 0.02% | 508 | 35 | 7.4% | $1.40万 | 加仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $20.56万 | 0.02% | 6,020 | 6,020 | — | $20.56万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.27万 | 0.02% | 839 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $21.47万 | 0.02% | 8,100 | 8,100 | — | $21.47万 | 新建仓 |
| SHEL | SHELL PLC | $21.51万 | 0.02% | 2,450 | 2,450 | — | $21.51万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $22.26万 | 0.02% | 673 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC | $22.54万 | 0.03% | 433 | 8 | 1.9% | $4,165 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $22.76万 | 0.03% | 1,555 | 275 | 21.5% | $4.03万 | 重新持有 |
| RBCAA | REPUBLIC BANCORP INC KY | $22.98万 | 0.03% | 3,045 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $23.49万 | 0.03% | 765 | 0 | 0.0% | — | 不变 |
| HWC | HANCOCK WHITNEY CORPORATION | $23.72万 | 0.03% | 3,450 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $24.37万 | 0.03% | 2,827 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $24.76万 | 0.03% | 2,620 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $25.09万 | 0.03% | 1,433 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $26.27万 | 0.03% | 4,589 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $26.48万 | 0.03% | 286 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $27.08万 | 0.03% | 775 | 27 | 3.6% | $9,434 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $28.20万 | 0.03% | 2,649 | 119 | 4.7% | $1.27万 | 加仓 |
| — | FIRST CAP INC | $29.05万 | 0.03% | 5,330 | 26 | 0.5% | $1,417 | 加仓 |
| APP | APPLOVIN CORP | $29.20万 | 0.03% | 612 | -33 | -5.1% | -$1.57万 | 减仓 |
| PEP | PEPSICO INC | $29.23万 | 0.03% | 1,854 | -312 | -14.4% | -$4.92万 | 减仓 |
| ONB | OLD NATL BANCORP IND | $29.49万 | 0.03% | 12,309 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $29.68万 | 0.03% | 2,608 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $29.72万 | 0.03% | 896 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $30.42万 | 0.03% | 4,741 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $31.12万 | 0.03% | 4,206 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $31.43万 | 0.03% | 1,077 | 0 | 0.0% | — | 不变 |
| BF/A | BROWN FORMAN CORP | $32.02万 | 0.04% | 10,769 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $32.42万 | 0.04% | 3,971 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP | $32.59万 | 0.04% | 18,163 | 135 | 0.7% | $2,422 | 加仓 |
| TXN | TEXAS INSTRS INC | $33.37万 | 0.04% | 1,452 | 2 | 0.1% | $460 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $33.41万 | 0.04% | 788 | 250 | 46.5% | $10.60万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $34.42万 | 0.04% | 1,482 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $34.95万 | 0.04% | 2,126 | 2,126 | — | $34.95万 | 新建仓 |
| BLK | BLACKROCK INC | $35.67万 | 0.04% | 339 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $35.76万 | 0.04% | 1,230 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $35.85万 | 0.04% | 1,492 | 20 | 1.4% | $4,806 | 加仓 |
| USB | US BANCORP | $38.35万 | 0.04% | 6,736 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $39.38万 | 0.04% | 667 | 4 | 0.6% | $2,362 | 加仓 |
| VV | VANGUARD INDEX FDS | $39.84万 | 0.04% | 1,220 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $40.80万 | 0.05% | 1,976 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $41.53万 | 0.05% | 1,268 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $42.41万 | 0.05% | 3,326 | 0 | 0.0% | — | 不变 |
| AVGE | AMERICAN CENTY ETF TR | $42.47万 | 0.05% | 4,472 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $45.62万 | 0.05% | 2,224 | -51 | -2.2% | -$1.05万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $47.34万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $48.38万 | 0.05% | 817 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $49.24万 | 0.05% | 5,060 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $49.46万 | 0.05% | 2,965 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $49.73万 | 0.06% | 2,270 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $50.57万 | 0.06% | 970 | 4 | 0.4% | $2,085 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $50.70万 | 0.06% | 15,544 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $50.73万 | 0.06% | 142 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $52.12万 | 0.06% | 2,552 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $52.61万 | 0.06% | 764 | -33,818 | -97.8% | -$2,328.54万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $56.07万 | 0.06% | 6,534 | -162 | -2.4% | -$1.39万 | 减仓 |
| SHOP | SHOPIFY INC | $58.03万 | 0.06% | 4,425 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $58.46万 | 0.06% | 1,438 | -10 | -0.7% | -$4,065 | 减仓 |
| FIX | COMFORT SYS USA INC | $60.08万 | 0.07% | 364 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $60.43万 | 0.07% | 1,797 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $65.34万 | 0.07% | 1,007 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $66.43万 | 0.07% | 836 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $69.25万 | 0.08% | 1,553 | -25 | -1.6% | -$1.11万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $70.20万 | 0.08% | 7,632 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $70.23万 | 0.08% | 6,607 | -44 | -0.7% | -$4,677 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $71.13万 | 0.08% | 7,590 | 600 | 8.6% | $5.62万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $71.23万 | 0.08% | 2,205 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $75.55万 | 0.08% | 3,235 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $75.89万 | 0.08% | 3,642 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $76.98万 | 0.09% | 2,196 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $79.47万 | 0.09% | 2,448 | -84 | -3.3% | -$2.73万 | 减仓 |
| MELI | MERCADOLIBRE INC | $79.80万 | 0.09% | 430 | -8,312 | -95.1% | -$1,542.57万 | 减仓 |
| SYK | STRYKER CORPORATION | $87.75万 | 0.10% | 2,556 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $89.18万 | 0.10% | 7,490 | -50 | -0.7% | -$5,953 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $91.59万 | 0.10% | 4,569 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $92.28万 | 0.10% | 2,085 | 4 | 0.2% | $1,770 | 加仓 |
| MS | MORGAN STANLEY | $93.73万 | 0.10% | 4,964 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $98.43万 | 0.11% | 6,525 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $98.67万 | 0.11% | 5,363 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $108.31万 | 0.12% | 5,480 | -91 | -1.6% | -$1.80万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $114.17万 | 0.13% | 7,771 | 2 | 0.0% | $294 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $115.17万 | 0.13% | 1,622 | 19 | 1.2% | $1.35万 | 加仓 |
| FSLR | FIRST SOLAR INC | $115.22万 | 0.13% | 6,050 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $116.28万 | 0.13% | 1,630 | 154 | 10.4% | $10.99万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $116.36万 | 0.13% | 4,274 | -186 | -4.2% | -$5.06万 | 减仓 |
| BF/B | BROWN FORMAN CORP | $116.79万 | 0.13% | 40,065 | -110 | -0.3% | -$3,207 | 减仓 |
| KO | COCA COLA CO | $117.86万 | 0.13% | 15,561 | 15 | 0.1% | $1,136 | 加仓 |
| KR | KROGER CO | $120.67万 | 0.13% | 17,696 | -1,000 | -5.3% | -$6.82万 | 减仓 |
| TRMK | TRUSTMARK CORP | $121.67万 | 0.14% | 26,864 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $127.64万 | 0.14% | 5,905 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $134.23万 | 0.15% | 1,448 | 13 | 0.9% | $1.21万 | 加仓 |