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 |
|---|---|---|---|---|---|---|---|---|
| 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 | 3,028 | 1.4% | $61.81万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,903.71万 | 4.22% | 101,834 | 640 | 0.6% | $24.53万 | 加仓 |
| V | VISA INC | $3,801.69万 | 4.11% | 109,392 | 1,251 | 1.2% | $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 | 345 | 1.0% | $32.88万 | 加仓 |
| TJX | TJX COS INC NEW | $3,199.59万 | 3.46% | 209,411 | 3,442 | 1.7% | $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 | 874 | 1.6% | $43.24万 | 加仓 |
| GWW | WW GRAINGER INC | $2,822.63万 | 3.05% | 20,912 | 148 | 0.7% | $19.98万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,819.34万 | 3.05% | 85,274 | 913 | 1.1% | $30.19万 | 加仓 |
| MCK | MCKESSON CORP | $2,768.68万 | 2.99% | 33,820 | 16,596 | 96.4% | $1,358.64万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $2,762.71万 | 2.98% | 205,696 | 537 | 0.3% | $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 | 210,169 | 82.9% | $1,171.48万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $2,530.91万 | 2.73% | 248,860 | 4,867 | 2.0% | $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 | 562 | 0.9% | $21.08万 | 加仓 |
| RGLD | ROYAL GOLD INC | $2,174.56万 | 2.35% | 113,300 | 874 | 0.8% | $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 | 1,031 | 0.4% | $7.35万 | 加仓 |
| GRMN | GARMIN LTD | $1,857.35万 | 2.01% | 76,268 | 554 | 0.7% | $13.49万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $1,614.96万 | 1.74% | 66,046 | 14,114 | 27.2% | $345.12万 | 加仓 |
| CRM | SALESFORCE INC | $1,597.72万 | 1.73% | 95,913 | 29,293 | 44.0% | $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 | 375 | 1.2% | $18.69万 | 加仓 |
| INTU | INTUIT | $1,122.73万 | 1.21% | 41,262 | 27,111 | 191.6% | $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 | 433 | 1.8% | $11.41万 | 加仓 |
| GOOGL | ALPHABET INC | $618.52万 | 0.67% | 17,090 | 0 | 0.0% | — | 不变 |
| SYBT | STOCK YDS BANCORP INC | $463.65万 | 0.50% | 61,517 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 2 | 0.0% | $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 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $256.76万 | 0.28% | 10,415 | 24 | 0.2% | $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 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $176.05万 | 0.19% | 1,448 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $153.98万 | 0.17% | 5,534 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $148.32万 | 0.16% | 5,905 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $135.70万 | 0.15% | 6,050 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $133.95万 | 0.14% | 16,061 | 500 | 3.2% | $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 | 0 | 0.0% | — | 不变 |
| TRMK | TRUSTMARK CORP | $121.05万 | 0.13% | 26,864 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $120.90万 | 0.13% | 1,622 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $120.81万 | 0.13% | 4,557 | 283 | 6.6% | $7.50万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $110.28万 | 0.12% | 4,569 | 0 | 0.0% | — | 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 | 692 | 19.0% | $17.49万 | 加仓 |
| MS | MORGAN STANLEY | $108.25万 | 0.12% | 4,964 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $104.97万 | 0.11% | 17,696 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $104.19万 | 0.11% | 2,448 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $94.37万 | 0.10% | 5,363 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $94.37万 | 0.10% | 7,490 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $91.75万 | 0.10% | 2,205 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $80.87万 | 0.09% | 2,196 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $80.43万 | 0.09% | 9,465 | 1,875 | 24.7% | $15.93万 | 加仓 |
| CAT | CATERPILLAR INC | $79.26万 | 0.09% | 836 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $66.73万 | 0.07% | 7,632 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $66.01万 | 0.07% | 19,284 | 3,740 | 24.1% | $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 | 272 | 28.0% | $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 | 93 | 6.0% | $3.48万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $60.79万 | 0.07% | 6,534 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $60.24万 | 0.07% | 3,152 | 2,364 | 300.0% | $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 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $55.90万 | 0.06% | 1,438 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $55.54万 | 0.06% | 2,552 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $53.83万 | 0.06% | 2,965 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $52.75万 | 0.06% | 4,425 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $48.00万 | 0.05% | 2,270 | 0 | 0.0% | — | 不变 |
| AVGE | AMERICAN CENTY ETF TR | $43.86万 | 0.05% | 4,472 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $43.80万 | 0.05% | 1,453 | 1 | 0.1% | $301 | 加仓 |
| AZO | AUTOZONE INC | $43.60万 | 0.05% | 142 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $41.89万 | 0.05% | 1,220 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $41.15万 | 0.04% | 1,492 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $41.09万 | 0.04% | 6,736 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $39.25万 | 0.04% | 1,268 | 0 | 0.0% | — | 不变 |