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 |
|---|---|---|---|---|---|---|---|---|
| CHDN | CHURCHILL DOWNS INC | $145.65万 | 0.16% | 15,796 | -480 | -2.9% | -$4.43万 | 减仓 |
| MCD | MCDONALDS CORP | $172.31万 | 0.19% | 5,534 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $187.28万 | 0.21% | 4,718 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $203.91万 | 0.23% | 5,739 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $233.61万 | 0.26% | 10,391 | 9 | 0.1% | $2,023 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $238.99万 | 0.27% | 14,477 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $268.45万 | 0.30% | 5,639 | 1 | 0.0% | $476 | 加仓 |
| — | EXXON MOBIL CORP | $286.95万 | 0.32% | 19,595 | -52 | -0.3% | -$7,615 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $355.78万 | 0.40% | 5 | 0 | 0.0% | — | 不变 |
| SYBT | STOCK YDS BANCORP INC | $446.43万 | 0.50% | 61,517 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $556.49万 | 0.62% | 14,151 | -9,195 | -39.4% | -$361.60万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $562.73万 | 0.63% | 24,030 | -107 | -0.4% | -$2.51万 | 减仓 |
| GOOGL | ALPHABET INC | $583.93万 | 0.65% | 17,090 | 17 | 0.1% | $5,809 | 加仓 |
| ADBE | ADOBE INC | $868.26万 | 0.96% | 35,519 | -72 | -0.2% | -$1.76万 | 减仓 |
| MORN | MORNINGSTAR INC | $1,063.67万 | 1.18% | 57,720 | 2,187 | 3.9% | $40.30万 | 加仓 |
| CRM | SALESFORCE INC | $1,213.42万 | 1.35% | 66,620 | 66,620 | — | $1,213.42万 | 新建仓 |
| FTNT | FORTINET INC | $1,319.85万 | 1.47% | 161,271 | -21,071 | -11.6% | -$172.45万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,341.73万 | 1.49% | 30,411 | 324 | 1.1% | $14.29万 | 加仓 |
| MCK | MCKESSON CORP | $1,492.22万 | 1.66% | 17,224 | 101 | 0.6% | $8.75万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $1,538.29万 | 1.71% | 51,932 | -656 | -1.2% | -$19.43万 | 减仓 |
| FICO | FAIR ISAAC CORP | $1,639.81万 | 1.82% | 15,275 | 7,363 | 93.1% | $790.44万 | 加仓 |
| WRB | BERKLEY W R CORP | $1,806.31万 | 2.01% | 270,284 | 627 | 0.2% | $4.19万 | 加仓 |
| GRMN | GARMIN LTD | $2,024.74万 | 2.25% | 75,714 | 217 | 0.3% | $5.80万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,164.41万 | 2.40% | 58,419 | -25,973 | -30.8% | -$962.29万 | 减仓 |
| AMZN | AMAZON COM INC | $2,245.64万 | 2.50% | 89,625 | 526 | 0.6% | $13.18万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $2,251.57万 | 2.50% | 243,993 | 238,829 | 4,624.9% | $2,203.91万 | 加仓 |
| RACE | FERRARI N V | $2,285.31万 | 2.54% | 61,293 | 61,293 | — | $2,285.31万 | 新建仓 |
| TKO | TKO GROUP HOLDINGS INC | $2,362.29万 | 2.62% | 126,794 | -4,436 | -3.4% | -$82.65万 | 减仓 |
| GWW | WW GRAINGER INC | $2,414.72万 | 2.68% | 20,764 | 70 | 0.3% | $8.14万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,617.63万 | 2.91% | 84,361 | -553 | -0.7% | -$17.16万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,673.19万 | 2.97% | 56,327 | 16,234 | 40.5% | $770.44万 | 加仓 |
| ASML | ASML HLDG NV | $2,735.00万 | 3.04% | 18,735 | -5,037 | -21.2% | -$735.32万 | 减仓 |
| EME | EMCOR GROUP INC | $2,943.71万 | 3.27% | 36,520 | -2,998 | -7.6% | -$241.66万 | 减仓 |
| RGLD | ROYAL GOLD INC | $3,014.37万 | 3.35% | 112,426 | -501 | -0.4% | -$13.43万 | 减仓 |
| FTI | TECHNIPFMC PLC | $3,088.30万 | 3.43% | 438,429 | -46,615 | -9.6% | -$328.36万 | 减仓 |
| MLI | MUELLER INDS INC | $3,096.82万 | 3.44% | 253,567 | -1,396 | -0.5% | -$17.05万 | 减仓 |
| AAPL | APPLE INC | $3,303.14万 | 3.67% | 122,235 | 89 | 0.1% | $2.41万 | 加仓 |
| TJX | TJX COS INC NEW | $3,309.52万 | 3.68% | 205,969 | 765 | 0.4% | $12.29万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $3,333.83万 | 3.70% | 205,159 | 772 | 0.4% | $12.54万 | 加仓 |
| V | VISA INC | $3,428.28万 | 3.81% | 108,141 | 2,632 | 2.5% | $83.44万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,510.66万 | 3.90% | 35,110 | 283 | 0.8% | $28.30万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,278.38万 | 4.75% | 101,194 | 1,890 | 1.9% | $79.91万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4,492.37万 | 4.99% | 222,748 | 354 | 0.2% | $7.14万 | 加仓 |
| GOOG | ALPHABET INC | $6,753.66万 | 7.50% | 198,988 | -36,766 | -15.6% | -$1,247.84万 | 减仓 |