BARLOW WEALTH PARTNERS, LLC
LOUISVILLE KY · SEC CIK 0001999928
$9.26亿2026Q2 申报市值
149持仓数
40.4%前十大占比 · 第一大 6.7%
13 / 1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
UBER 新建仓+$2,122.88万
MCK 加仓+$1,358.64万
MLI 加仓+$1,171.48万
INTU 加仓+$737.68万
CRM 加仓+$487.96万
2026Q2 卖出最多 按季末市值估算
AMZN 减仓-$1,948.57万
GOOG 减仓-$931.14万
ASML 减仓-$371.58万
ADBE 减仓-$354.22万
FTI 减仓-$347.93万
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 |
|---|---|---|---|---|---|---|---|---|
| CHDN | CHURCHILL DOWNS INC | $132.61万 | 0.14% | 15,546 | -250 | -1.6% | -$2.13万 | 减仓 |
| KO | COCA COLA CO | $133.95万 | 0.14% | 16,061 | 500 | 3.2% | $4.17万 | 加仓 |
| FSLR | FIRST SOLAR INC | $135.70万 | 0.15% | 6,050 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $148.32万 | 0.16% | 5,905 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $153.98万 | 0.17% | 5,534 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $176.05万 | 0.19% | 1,448 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $211.19万 | 0.23% | 5,739 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $234.76万 | 0.25% | 9,637 | -79,988 | -89.2% | -$1,948.57万 | 减仓 |
| AMAT | APPLIED MATLS INC | $249.76万 | 0.27% | 4,378 | -340 | -7.2% | -$19.40万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $256.76万 | 0.28% | 10,415 | 24 | 0.2% | $5,917 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $263.02万 | 0.28% | 14,477 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $263.44万 | 0.28% | 5,578 | -61 | -1.1% | -$2.88万 | 减仓 |
| — | EXXON MOBIL CORP | $276.58万 | 0.30% | 19,597 | 2 | 0.0% | $282 | 加仓 |
| NOW | SERVICENOW INC | $333.27万 | 0.36% | 30,921 | 30,921 | — | $333.27万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $374.12万 | 0.40% | 5 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $430.55万 | 0.47% | 19,487 | -16,032 | -45.1% | -$354.22万 | 减仓 |
| SYBT | STOCK YDS BANCORP INC | $463.65万 | 0.50% | 61,517 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $618.52万 | 0.67% | 17,090 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $644.36万 | 0.70% | 24,463 | 433 | 1.8% | $11.41万 | 加仓 |
| MORN | MORNINGSTAR INC | $950.60万 | 1.03% | 57,602 | -118 | -0.2% | -$1.95万 | 减仓 |
| INTU | INTUIT | $1,122.73万 | 1.21% | 41,262 | 27,111 | 191.6% | $737.68万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,534.47万 | 1.66% | 30,786 | 375 | 1.2% | $18.69万 | 加仓 |
| FICO | FAIR ISAAC CORP | $1,595.40万 | 1.72% | 12,601 | -2,674 | -17.5% | -$338.55万 | 减仓 |
| CRM | SALESFORCE INC | $1,597.72万 | 1.73% | 95,913 | 29,293 | 44.0% | $487.96万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $1,614.96万 | 1.74% | 66,046 | 14,114 | 27.2% | $345.12万 | 加仓 |
| GRMN | GARMIN LTD | $1,857.35万 | 2.01% | 76,268 | 554 | 0.7% | $13.49万 | 加仓 |
| WRB | BERKLEY W R CORP | $1,933.93万 | 2.09% | 271,315 | 1,031 | 0.4% | $7.35万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $2,122.88万 | 2.29% | 288,435 | 288,435 | — | $2,122.88万 | 新建仓 |
| TKO | TKO GROUP HOLDINGS INC | $2,137.11万 | 2.31% | 110,783 | -16,011 | -12.6% | -$308.87万 | 减仓 |
| RGLD | ROYAL GOLD INC | $2,174.56万 | 2.35% | 113,300 | 874 | 0.8% | $16.77万 | 加仓 |
| RACE | FERRARI N V | $2,319.76万 | 2.51% | 61,855 | 562 | 0.9% | $21.08万 | 加仓 |
| EME | EMCOR GROUP INC | $2,465.84万 | 2.66% | 32,066 | -4,454 | -12.2% | -$342.51万 | 减仓 |
| FTNT | FORTINET INC | $2,468.57万 | 2.67% | 157,525 | -3,746 | -2.3% | -$58.70万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,519.92万 | 2.72% | 57,667 | -752 | -1.3% | -$32.86万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $2,530.91万 | 2.73% | 248,860 | 4,867 | 2.0% | $49.50万 | 加仓 |
| MLI | MUELLER INDS INC | $2,584.86万 | 2.79% | 463,736 | 210,169 | 82.9% | $1,171.48万 | 加仓 |
| FTI | TECHNIPFMC PLC | $2,738.17万 | 2.96% | 389,000 | -49,429 | -11.3% | -$347.93万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $2,762.71万 | 2.98% | 205,696 | 537 | 0.3% | $7.21万 | 加仓 |
| MCK | MCKESSON CORP | $2,768.68万 | 2.99% | 33,820 | 16,596 | 96.4% | $1,358.64万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,819.34万 | 3.05% | 85,274 | 913 | 1.1% | $30.19万 | 加仓 |
| GWW | WW GRAINGER INC | $2,822.63万 | 3.05% | 20,912 | 148 | 0.7% | $19.98万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,830.23万 | 3.06% | 57,201 | 874 | 1.6% | $43.24万 | 加仓 |
| ASML | ASML HLDG NV | $2,941.89万 | 3.18% | 16,634 | -2,101 | -11.2% | -$371.58万 | 减仓 |
| TJX | TJX COS INC NEW | $3,199.59万 | 3.46% | 209,411 | 3,442 | 1.7% | $52.59万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,379.35万 | 3.65% | 35,455 | 345 | 1.0% | $32.88万 | 加仓 |
| AAPL | APPLE INC | $3,686.90万 | 3.98% | 117,646 | -4,589 | -3.8% | -$143.81万 | 减仓 |
| V | VISA INC | $3,801.69万 | 4.11% | 109,392 | 1,251 | 1.2% | $43.48万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,903.71万 | 4.22% | 101,834 | 640 | 0.6% | $24.53万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4,608.55万 | 4.98% | 225,776 | 3,028 | 1.4% | $61.81万 | 加仓 |
| GOOG | ALPHABET INC | $6,206.74万 | 6.71% | 173,030 | -25,958 | -13.0% | -$931.14万 | 减仓 |