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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $6,753.66万 | 7.50% | 198,988 | -36,766 | -15.6% | -$1,247.84万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,492.37万 | 4.99% | 222,748 | 354 | 0.2% | $7.14万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,278.38万 | 4.75% | 101,194 | 1,890 | 1.9% | $79.91万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,510.66万 | 3.90% | 35,110 | 283 | 0.8% | $28.30万 | 加仓 |
| V | VISA INC | $3,428.28万 | 3.81% | 108,141 | 2,632 | 2.5% | $83.44万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $3,333.83万 | 3.70% | 205,159 | 772 | 0.4% | $12.54万 | 加仓 |
| TJX | TJX COS INC NEW | $3,309.52万 | 3.68% | 205,969 | 765 | 0.4% | $12.29万 | 加仓 |
| AAPL | APPLE INC | $3,303.14万 | 3.67% | 122,235 | 89 | 0.1% | $2.41万 | 加仓 |
| MLI | MUELLER INDS INC | $3,096.82万 | 3.44% | 253,567 | -1,396 | -0.5% | -$17.05万 | 减仓 |
| FTI | TECHNIPFMC PLC | $3,088.30万 | 3.43% | 438,429 | -46,615 | -9.6% | -$328.36万 | 减仓 |
| RGLD | ROYAL GOLD INC | $3,014.37万 | 3.35% | 112,426 | -501 | -0.4% | -$13.43万 | 减仓 |
| EME | EMCOR GROUP INC | $2,943.71万 | 3.27% | 36,520 | -2,998 | -7.6% | -$241.66万 | 减仓 |
| ASML | ASML HLDG NV | $2,735.00万 | 3.04% | 18,735 | -5,037 | -21.2% | -$735.32万 | 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 |
| JPM | JPMORGAN CHASE & CO | $2,617.63万 | 2.91% | 84,361 | -553 | -0.7% | -$17.16万 | 减仓 |
| GWW | WW GRAINGER INC | $2,414.72万 | 2.68% | 20,764 | 70 | 0.3% | $8.14万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $2,362.29万 | 2.62% | 126,794 | -4,436 | -3.4% | -$82.65万 | 减仓 |
| RACE | FERRARI N V | $2,285.31万 | 2.54% | 61,293 | 61,293 | — | $2,285.31万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $2,251.57万 | 2.50% | 243,993 | 238,829 | 4,624.9% | $2,203.91万 | 加仓 |
| AMZN | AMAZON COM INC | $2,245.64万 | 2.50% | 89,625 | 526 | 0.6% | $13.18万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,164.41万 | 2.40% | 58,419 | -25,973 | -30.8% | -$962.29万 | 减仓 |
| GRMN | GARMIN LTD | $2,024.74万 | 2.25% | 75,714 | 217 | 0.3% | $5.80万 | 加仓 |
| WRB | BERKLEY W R CORP | $1,806.31万 | 2.01% | 270,284 | 627 | 0.2% | $4.19万 | 加仓 |
| FICO | FAIR ISAAC CORP | $1,639.81万 | 1.82% | 15,275 | 7,363 | 93.1% | $790.44万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $1,538.29万 | 1.71% | 51,932 | -656 | -1.2% | -$19.43万 | 减仓 |
| MCK | MCKESSON CORP | $1,492.22万 | 1.66% | 17,224 | 101 | 0.6% | $8.75万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,341.73万 | 1.49% | 30,411 | 324 | 1.1% | $14.29万 | 加仓 |
| FTNT | FORTINET INC | $1,319.85万 | 1.47% | 161,271 | -21,071 | -11.6% | -$172.45万 | 减仓 |
| CRM | SALESFORCE INC | $1,213.42万 | 1.35% | 66,620 | 66,620 | — | $1,213.42万 | 新建仓 |
| MORN | MORNINGSTAR INC | $1,063.67万 | 1.18% | 57,720 | 2,187 | 3.9% | $40.30万 | 加仓 |
| ADBE | ADOBE INC | $868.26万 | 0.96% | 35,519 | -72 | -0.2% | -$1.76万 | 减仓 |
| GOOGL | ALPHABET INC | $583.93万 | 0.65% | 17,090 | 17 | 0.1% | $5,809 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $562.73万 | 0.63% | 24,030 | -107 | -0.4% | -$2.51万 | 减仓 |
| INTU | INTUIT | $556.49万 | 0.62% | 14,151 | -9,195 | -39.4% | -$361.60万 | 减仓 |
| SYBT | STOCK YDS BANCORP INC | $446.43万 | 0.50% | 61,517 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $355.78万 | 0.40% | 5 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $286.95万 | 0.32% | 19,595 | -52 | -0.3% | -$7,615 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $268.45万 | 0.30% | 5,639 | 1 | 0.0% | $476 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $238.99万 | 0.27% | 14,477 | 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 |
| AMGN | AMGEN INC | $203.91万 | 0.23% | 5,739 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $187.28万 | 0.21% | 4,718 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $172.31万 | 0.19% | 5,534 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $145.65万 | 0.16% | 15,796 | -480 | -2.9% | -$4.43万 | 减仓 |
| LLY | ELI LILLY & CO | $134.23万 | 0.15% | 1,448 | 13 | 0.9% | $1.21万 | 加仓 |
| ALL | ALLSTATE CORP | $127.64万 | 0.14% | 5,905 | 0 | 0.0% | — | 不变 |
| TRMK | TRUSTMARK CORP | $121.67万 | 0.14% | 26,864 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $120.67万 | 0.13% | 17,696 | -1,000 | -5.3% | -$6.82万 | 减仓 |
| KO | COCA COLA CO | $117.86万 | 0.13% | 15,561 | 15 | 0.1% | $1,136 | 加仓 |
| BF/B | BROWN FORMAN CORP | $116.79万 | 0.13% | 40,065 | -110 | -0.3% | -$3,207 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $116.36万 | 0.13% | 4,274 | -186 | -4.2% | -$5.06万 | 减仓 |
| IVV | ISHARES TR | $116.28万 | 0.13% | 1,630 | 154 | 10.4% | $10.99万 | 加仓 |
| FSLR | FIRST SOLAR INC | $115.22万 | 0.13% | 6,050 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $115.17万 | 0.13% | 1,622 | 19 | 1.2% | $1.35万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $114.17万 | 0.13% | 7,771 | 2 | 0.0% | $294 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $108.31万 | 0.12% | 5,480 | -91 | -1.6% | -$1.80万 | 减仓 |
| CVX | CHEVRON CORPORATION | $98.67万 | 0.11% | 5,363 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $98.43万 | 0.11% | 6,525 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $93.73万 | 0.10% | 4,964 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $92.28万 | 0.10% | 2,085 | 4 | 0.2% | $1,770 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $91.59万 | 0.10% | 4,569 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $89.18万 | 0.10% | 7,490 | -50 | -0.7% | -$5,953 | 减仓 |
| SYK | STRYKER CORPORATION | $87.75万 | 0.10% | 2,556 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $79.80万 | 0.09% | 430 | -8,312 | -95.1% | -$1,542.57万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $79.47万 | 0.09% | 2,448 | -84 | -3.3% | -$2.73万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $76.98万 | 0.09% | 2,196 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $75.89万 | 0.08% | 3,642 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $75.55万 | 0.08% | 3,235 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $71.23万 | 0.08% | 2,205 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $71.13万 | 0.08% | 7,590 | 600 | 8.6% | $5.62万 | 加仓 |
| DIS | DISNEY WALT CO | $70.23万 | 0.08% | 6,607 | -44 | -0.7% | -$4,677 | 减仓 |
| NEE | NEXTERA ENERGY INC | $70.20万 | 0.08% | 7,632 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $69.25万 | 0.08% | 1,553 | -25 | -1.6% | -$1.11万 | 减仓 |
| CAT | CATERPILLAR INC | $66.43万 | 0.07% | 836 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $65.34万 | 0.07% | 1,007 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $60.43万 | 0.07% | 1,797 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $60.08万 | 0.07% | 364 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $58.46万 | 0.06% | 1,438 | -10 | -0.7% | -$4,065 | 减仓 |
| SHOP | SHOPIFY INC | $58.03万 | 0.06% | 4,425 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $56.07万 | 0.06% | 6,534 | -162 | -2.4% | -$1.39万 | 减仓 |
| META | META PLATFORMS INC | $52.61万 | 0.06% | 764 | -33,818 | -97.8% | -$2,328.54万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $52.12万 | 0.06% | 2,552 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $50.73万 | 0.06% | 142 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $50.70万 | 0.06% | 15,544 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $50.57万 | 0.06% | 970 | 4 | 0.4% | $2,085 | 加仓 |
| DOV | DOVER CORP | $49.73万 | 0.06% | 2,270 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $49.46万 | 0.05% | 2,965 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $49.24万 | 0.05% | 5,060 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $48.38万 | 0.05% | 817 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $47.34万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $45.62万 | 0.05% | 2,224 | -51 | -2.2% | -$1.05万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $42.47万 | 0.05% | 4,472 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $42.41万 | 0.05% | 3,326 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $41.53万 | 0.05% | 1,268 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $40.80万 | 0.05% | 1,976 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $39.84万 | 0.04% | 1,220 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $39.38万 | 0.04% | 667 | 4 | 0.6% | $2,362 | 加仓 |
| USB | US BANCORP | $38.35万 | 0.04% | 6,736 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $35.85万 | 0.04% | 1,492 | 20 | 1.4% | $4,806 | 加仓 |
| ONTO | ONTO INNOVATION INC | $35.76万 | 0.04% | 1,230 | 0 | 0.0% | — | 不变 |