13F 机构持仓

BARLOW WEALTH PARTNERS, LLC

LOUISVILLE KY · SEC CIK 0001999928

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$9.26亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

GOOG 6.7%
NVDA 5.0%
MSFT 4.2%
V 4.1%
AAPL 4.0%
COST 3.7%
TJX 3.5%
ASML 3.2%
BRK/B 3.1%
GWW 3.0%

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
GOOG ALPHABET INC $6,206.74万6.71%173,030 -25,958-13.0% -$931.14万 减仓
NVDA NVIDIA CORPORATION $4,608.55万4.98%225,776 3,0281.4% $61.81万 加仓
MSFT MICROSOFT CORP $3,903.71万4.22%101,834 6400.6% $24.53万 加仓
V VISA INC $3,801.69万4.11%109,392 1,2511.2% $43.48万 加仓
AAPL APPLE INC $3,686.90万3.98%117,646 -4,589-3.8% -$143.81万 减仓
COST COSTCO WHOLESALE CORPORATION $3,379.35万3.65%35,455 3451.0% $32.88万 加仓
TJX TJX COS INC NEW $3,199.59万3.46%209,411 3,4421.7% $52.59万 加仓
ASML ASML HLDG NV $2,941.89万3.18%16,634 -2,101-11.2% -$371.58万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $2,830.23万3.06%57,201 8741.6% $43.24万 加仓
GWW WW GRAINGER INC $2,822.63万3.05%20,912 1480.7% $19.98万 加仓
JPM JPMORGAN CHASE & CO $2,819.34万3.05%85,274 9131.1% $30.19万 加仓
MCK MCKESSON CORP $2,768.68万2.99%33,820 16,59696.4% $1,358.64万 加仓
HLI HOULIHAN LOKEY INC $2,762.71万2.98%205,696 5370.3% $7.21万 加仓
FTI TECHNIPFMC PLC $2,738.17万2.96%389,000 -49,429-11.3% -$347.93万 减仓
MLI MUELLER INDS INC $2,584.86万2.79%463,736 210,16982.9% $1,171.48万 加仓
SCHW SCHWAB CHARLES CORP $2,530.91万2.73%248,860 4,8672.0% $49.50万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $2,519.92万2.72%57,667 -752-1.3% -$32.86万 减仓
FTNT FORTINET INC $2,468.57万2.67%157,525 -3,746-2.3% -$58.70万 减仓
EME EMCOR GROUP INC $2,465.84万2.66%32,066 -4,454-12.2% -$342.51万 减仓
RACE FERRARI N V $2,319.76万2.51%61,855 5620.9% $21.08万 加仓
RGLD ROYAL GOLD INC $2,174.56万2.35%113,300 8740.8% $16.77万 加仓
TKO TKO GROUP HOLDINGS INC $2,137.11万2.31%110,783 -16,011-12.6% -$308.87万 减仓
UBER UBER TECHNOLOGIES INC $2,122.88万2.29%288,435 288,435— $2,122.88万 新建仓
WRB BERKLEY W R CORP $1,933.93万2.09%271,315 1,0310.4% $7.35万 加仓
GRMN GARMIN LTD $1,857.35万2.01%76,268 5540.7% $13.49万 加仓
CEG CONSTELLATION ENERGY CORP $1,614.96万1.74%66,046 14,11427.2% $345.12万 加仓
CRM SALESFORCE INC $1,597.72万1.73%95,913 29,29344.0% $487.96万 加仓
FICO FAIR ISAAC CORP $1,595.40万1.72%12,601 -2,674-17.5% -$338.55万 减仓
VRTX VERTEX PHARMACEUTICALS INC $1,534.47万1.66%30,786 3751.2% $18.69万 加仓
INTU INTUIT $1,122.73万1.21%41,262 27,111191.6% $737.68万 加仓
MORN MORNINGSTAR INC $950.60万1.03%57,602 -118-0.2% -$1.95万 减仓
JNJ JOHNSON & JOHNSON $644.36万0.70%24,463 4331.8% $11.41万 加仓
GOOGL ALPHABET INC $618.52万0.67%17,090 00.0% — 不变
SYBT STOCK YDS BANCORP INC $463.65万0.50%61,517 00.0% — 不变
ADBE ADOBE INC $430.55万0.47%19,487 -16,032-45.1% -$354.22万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $374.12万0.40%5 00.0% — 不变
NOW SERVICENOW INC $333.27万0.36%30,921 30,921— $333.27万 新建仓
— EXXON MOBIL CORP $276.58万0.30%19,597 20.0% $282 加仓
TT TRANE TECHNOLOGIES PLC $263.44万0.28%5,578 -61-1.1% -$2.88万 减仓
TXRH TEXAS ROADHOUSE INC $263.02万0.28%14,477 00.0% — 不变
PNC PNC FINL SVCS GROUP INC $256.76万0.28%10,415 240.2% $5,917 加仓
AMAT APPLIED MATLS INC $249.76万0.27%4,378 -340-7.2% -$19.40万 减仓
AMZN AMAZON COM INC $234.76万0.25%9,637 -79,988-89.2% -$1,948.57万 减仓
AMGN AMGEN INC $211.19万0.23%5,739 00.0% — 不变
LLY ELI LILLY & CO $176.05万0.19%1,448 00.0% — 不变
MCD MCDONALDS CORP $153.98万0.17%5,534 00.0% — 不变
ALL ALLSTATE CORP $148.32万0.16%5,905 00.0% — 不变
FSLR FIRST SOLAR INC $135.70万0.15%6,050 00.0% — 不变
KO COCA COLA CO $133.95万0.14%16,061 5003.2% $4.17万 加仓
CHDN CHURCHILL DOWNS INC $132.61万0.14%15,546 -250-1.6% -$2.13万 减仓
IVV ISHARES TR $122.10万0.13%1,630 00.0% — 不变
TRMK TRUSTMARK CORP $121.05万0.13%26,864 00.0% — 不变
SPY STATE STR SPDR S&P 500 ETF T $120.90万0.13%1,622 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $120.81万0.13%4,557 2836.6% $7.50万 加仓
ADP AUTOMATIC DATA PROCESSING IN $110.28万0.12%4,569 00.0% — 不变
PG PROCTER & GAMBLE CO $109.83万0.12%7,401 -370-4.8% -$5.49万 减仓
ABBV ABBVIE INC $109.54万0.12%4,334 69219.0% $17.49万 加仓
MS MORGAN STANLEY $108.25万0.12%4,964 00.0% — 不变
KR KROGER CO $104.97万0.11%17,696 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $104.19万0.11%2,448 00.0% — 不变
BF/B BROWN FORMAN CORP $103.18万0.11%40,023 -42-0.1% -$1,083 减仓
VT VANGUARD INTL EQUITY INDEX F $101.67万0.11%6,525 00.0% — 不变
CVX CHEVRON CORPORATION $94.37万0.10%5,363 00.0% — 不变
MRK MERCK & CO INC $94.37万0.10%7,490 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY $91.75万0.10%2,205 00.0% — 不变
SPGI S&P GLOBAL INC $89.43万0.10%2,076 -9-0.4% -$3,877 减仓
SYK STRYKER CORPORATION $83.54万0.09%2,556 00.0% — 不变
VTI VANGUARD INDEX FDS $80.87万0.09%2,196 00.0% — 不变
ORLY OREILLY AUTOMOTIVE INC $80.43万0.09%9,465 1,87524.7% $15.93万 加仓
CAT CATERPILLAR INC $79.26万0.09%836 00.0% — 不变
HUM HUMANA INC $76.54万0.08%1,931 -293-13.2% -$11.61万 减仓
QQQ INVESCO QQQ TR $71.64万0.08%1,007 00.0% — 不变
MELI MERCADOLIBRE INC $70.20万0.08%388 -42-9.8% -$7.60万 减仓
GD GENERAL DYNAMICS CORP $67.26万0.07%1,797 00.0% — 不变
NEE NEXTERA ENERGY INC $66.73万0.07%7,632 00.0% — 不变
SCHG SCHWAB STRATEGIC TR $66.01万0.07%19,284 3,74024.1% $12.80万 加仓
ACN ACCENTURE PLC IRELAND $64.90万0.07%4,731 -749-13.7% -$10.28万 减仓
MA MASTERCARD INCORPORATED $64.57万0.07%1,242 27228.0% $14.14万 加仓
DIS DISNEY WALT CO $61.96万0.07%6,407 -200-3.0% -$1.93万 减仓
GLD SPDR GOLD TR $61.63万0.07%1,646 936.0% $3.48万 加仓
CL COLGATE PALMOLIVE CO $60.79万0.07%6,534 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC $60.24万0.07%3,152 2,364300.0% $45.18万 加仓
FIX COMFORT SYS USA INC $58.97万0.06%350 -14-3.8% -$2.36万 减仓
PM PHILIP MORRIS INTL INC $56.12万0.06%3,000 00.0% — 不变
AVGO BROADCOM INC $55.90万0.06%1,438 00.0% — 不变
VTV VANGUARD INDEX FDS $55.54万0.06%2,552 00.0% — 不变
CINF CINCINNATI FINL CORP $53.83万0.06%2,965 00.0% — 不变
SHOP SHOPIFY INC $52.75万0.06%4,425 00.0% — 不变
DOV DOVER CORP $48.00万0.05%2,270 00.0% — 不变
AVGE AMERICAN CENTY ETF TR $43.86万0.05%4,472 00.0% — 不变
TXN TEXAS INSTRS INC $43.80万0.05%1,453 10.1% $301 加仓
AZO AUTOZONE INC $43.60万0.05%142 00.0% — 不变
DUK DUKE ENERGY CORP NEW $43.59万0.05%3,438 3,438— $43.59万 新建仓
LMT LOCKHEED MARTIN CORP $43.13万0.05%817 00.0% — 不变
VV VANGUARD INDEX FDS $41.89万0.05%1,220 00.0% — 不变
FTEC FIDELITY COVINGTON TRUST $41.15万0.04%1,492 00.0% — 不变
USB US BANCORP $41.09万0.04%6,736 00.0% — 不变
META META PLATFORMS INC $40.95万0.04%679 -85-11.1% -$5.13万 减仓
DE DEERE & CO $39.80万0.04%667 00.0% — 不变
COR CENCORA INC $39.25万0.04%1,268 00.0% — 不变