BINGHAM PRIVATE WEALTH, LLC
SAN FRANCISCO CA · SEC CIK 0002063211
$1.45亿2026Q2 申报市值
178持仓数
28.0%前十大占比 · 第一大 3.8%
28 / 17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
AAPL 加仓+$192.54万
GE 加仓+$113.79万
RACE 新建仓+$90.95万
AMD 新建仓+$79.99万
NFLX 加仓+$75.52万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$228.87万
DELL 减仓-$156.71万
GOOGL 减仓-$118.04万
ASML 减仓-$108.23万
STX 减仓-$64.75万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -13,489 | -100.0% | -$228.87万 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -2,549 | -100.0% | -$54.46万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -3,057 | -100.0% | -$39.37万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -388 | -100.0% | -$37.31万 | 清仓 |
| PPL | PPL CORP | $0 | 0.00% | 0 | -8,307 | -100.0% | -$31.73万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -5,941 | -100.0% | -$28.62万 | 清仓 |
| EMBJ | EMBRAER S.A. | $0 | 0.00% | 0 | -4,441 | -100.0% | -$26.35万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -1,165 | -100.0% | -$23.65万 | 清仓 |
| GFI | GOLD FIELDS LTD | $0 | 0.00% | 0 | -5,149 | -100.0% | -$23.38万 | 清仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $0 | 0.00% | 0 | -6,336 | -100.0% | -$22.83万 | 清仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $0 | 0.00% | 0 | -3,644 | -100.0% | -$21.06万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -5,621 | -100.0% | -$20.66万 | 清仓 |
| HMY | HARMONY GOLD MNG LTD | $0 | 0.00% | 0 | -10,881 | -100.0% | -$16.72万 | 清仓 |
| SBSW | SIBANYE STILLWATER LTD | $0 | 0.00% | 0 | -13,323 | -100.0% | -$16.41万 | 清仓 |
| VNET | VNET GROUP INC | $0 | 0.00% | 0 | -16,762 | -100.0% | -$14.06万 | 清仓 |
| SAN | BANCO SANTANDER SA | $0 | 0.00% | 0 | -10,562 | -100.0% | -$11.91万 | 清仓 |
| VLRS | CONTROLADORA VUELA COMP DE A | $0 | 0.00% | 0 | -13,764 | -100.0% | -$9.97万 | 清仓 |
| CERS | CERUS CORP | $5.62万 | 0.04% | 19,250 | 0 | 0.0% | — | 不变 |
| SSL | SASOL LTD | $11.29万 | 0.08% | 11,499 | 11,499 | — | $11.29万 | 新建仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $12.98万 | 0.09% | 25,859 | 25,859 | — | $12.98万 | 新建仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $13.41万 | 0.09% | 12,030 | 12,030 | — | $13.41万 | 新建仓 |
| VIV | TELEFONICA BRASIL SA | $13.89万 | 0.10% | 10,551 | 10,551 | — | $13.89万 | 新建仓 |
| CX | CEMEX SA EURO MTN BE 144A | $16.08万 | 0.11% | 13,398 | 1,054 | 8.5% | $1.26万 | 加仓 |
| CLX | CLOROX CO DEL | $20.62万 | 0.14% | 2,161 | 220 | 11.3% | $2.10万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $20.67万 | 0.14% | 2,370 | 92 | 4.0% | $8,024 | 加仓 |
| AMLP | ALPS ETF TR | $20.74万 | 0.14% | 4,000 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HLDGS INC | $20.78万 | 0.14% | 1,323 | 1,323 | — | $20.78万 | 新建仓 |
| SBUX | STARBUCKS CORP | $21.01万 | 0.14% | 2,054 | 2,054 | — | $21.01万 | 新建仓 |
| INSM | INSMED INC | $21.04万 | 0.14% | 1,973 | -197 | -9.1% | -$2.10万 | 减仓 |
| R | RYDER SYS INC | $21.10万 | 0.15% | 800 | 800 | — | $21.10万 | 新建仓 |
| AMCR | AMCOR PLC | $21.52万 | 0.15% | 4,965 | 4,965 | — | $21.52万 | 新建仓 |
| SO | SOUTHERN CO | $21.60万 | 0.15% | 2,257 | 2,257 | — | $21.60万 | 新建仓 |
| NOK | NOKIA CORP | $21.79万 | 0.15% | 16,407 | 16,407 | — | $21.79万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $21.81万 | 0.15% | 3,770 | -1,045 | -21.7% | -$6.04万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $22.08万 | 0.15% | 3,099 | -118 | -3.7% | -$8,408 | 减仓 |
| HDV | ISHARES TR | $22.12万 | 0.15% | 8,070 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $22.32万 | 0.15% | 2,871 | 209 | 7.9% | $1.63万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $22.68万 | 0.16% | 1,502 | 1,502 | — | $22.68万 | 新建仓 |
| EFA | ISHARES TR | $22.73万 | 0.16% | 2,188 | -134 | -5.8% | -$1.39万 | 减仓 |
| IRM | IRON MTN INC DEL | $22.77万 | 0.16% | 1,803 | 1,803 | — | $22.77万 | 新建仓 |
| AON | AON PLC | $22.79万 | 0.16% | 687 | 687 | — | $22.79万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $22.97万 | 0.16% | 686 | 686 | — | $22.97万 | 新建仓 |
| TIP | ISHARES TR | $23.05万 | 0.16% | 2,106 | 93 | 4.6% | $1.02万 | 加仓 |
| BCS | BARCLAYS PLC | $23.30万 | 0.16% | 8,674 | 8,674 | — | $23.30万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $23.31万 | 0.16% | 1,372 | 1,372 | — | $23.31万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $24.44万 | 0.17% | 2,543 | -95 | -3.6% | -$9,131 | 重新持有 |
| ACN | ACCENTURE PLC IRELAND | $24.48万 | 0.17% | 1,967 | 863 | 78.2% | $10.74万 | 重新持有 |
| IWB | ISHARES TR | $24.77万 | 0.17% | 605 | 0 | 0.0% | — | 不变 |
| CYD | CHINA YUCHAI INTL LTD | $25.07万 | 0.17% | 5,288 | 5,288 | — | $25.07万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $25.32万 | 0.17% | 1,733 | -2,947 | -63.0% | -$43.06万 | 减仓 |
| INTC | INTEL CORP | $25.48万 | 0.18% | 1,825 | 1,825 | — | $25.48万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $25.67万 | 0.18% | 592 | 592 | — | $25.67万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $26.74万 | 0.18% | 2,841 | 2,841 | — | $26.74万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $26.74万 | 0.18% | 2,352 | 122 | 5.5% | $1.39万 | 重新持有 |
| ABT | ABBOTT LABORATORIES | $26.82万 | 0.18% | 2,956 | -502 | -14.5% | -$4.56万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $26.89万 | 0.19% | 847 | 847 | — | $26.89万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $27.28万 | 0.19% | 686 | -15 | -2.1% | -$5,965 | 减仓 |
| HSY | HERSHEY CO | $27.72万 | 0.19% | 1,580 | 83 | 5.5% | $1.46万 | 加仓 |
| BBY | BEST BUY INC | $27.80万 | 0.19% | 3,664 | 258 | 7.6% | $1.96万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $28.34万 | 0.19% | 9,628 | 29 | 0.3% | $853 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $28.43万 | 0.20% | 456 | 2 | 0.4% | $1,247 | 加仓 |
| ORCL | ORACLE CORP | $28.59万 | 0.20% | 1,951 | -54 | -2.7% | -$7,914 | 减仓 |
| TGT | TARGET CORP | $28.81万 | 0.20% | 2,206 | 131 | 6.3% | $1.71万 | 加仓 |
| PAYX | PAYCHEX INC | $29.26万 | 0.20% | 2,976 | -47 | -1.6% | -$4,622 | 减仓 |
| IWV | ISHARES TR | $29.46万 | 0.20% | 691 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $29.50万 | 0.20% | 4,343 | 245 | 6.0% | $1.66万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $29.97万 | 0.21% | 11,960 | 878 | 7.9% | $2.20万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $30.13万 | 0.21% | 261 | 261 | — | $30.13万 | 新建仓 |
| BX | BLACKSTONE INC | $30.80万 | 0.21% | 2,622 | 205 | 8.5% | $2.41万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $30.86万 | 0.21% | 905 | 905 | — | $30.86万 | 新建仓 |
| IR | INGERSOLL RAND INC | $30.93万 | 0.21% | 3,773 | 277 | 7.9% | $2.27万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $31.10万 | 0.21% | 2,120 | -95 | -4.3% | -$1.39万 | 减仓 |
| CRM | SALESFORCE INC | $31.13万 | 0.21% | 1,987 | -94 | -4.5% | -$1.47万 | 减仓 |
| GPC | GENUINE PARTS CO | $31.51万 | 0.22% | 2,671 | 131 | 5.2% | $1.55万 | 加仓 |
| EMN | EASTMAN CHEM CO | $31.78万 | 0.22% | 4,745 | 297 | 6.7% | $1.99万 | 加仓 |
| WELL | WELLTOWER INC | $32.59万 | 0.22% | 1,436 | 194 | 15.6% | $4.40万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $32.63万 | 0.22% | 16,407 | 1,227 | 8.1% | $2.44万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $32.83万 | 0.23% | 2,775 | 75 | 2.8% | $8,873 | 加仓 |
| LOW | LOWES COS INC | $33.07万 | 0.23% | 1,500 | -103 | -6.4% | -$2.27万 | 减仓 |
| MS | MORGAN STANLEY | $33.20万 | 0.23% | 1,587 | -238 | -13.0% | -$4.98万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $33.36万 | 0.23% | 1,138 | -189 | -14.2% | -$5.54万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $34.58万 | 0.24% | 1,252 | 1,252 | — | $34.58万 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $35.22万 | 0.24% | 3,313 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $35.81万 | 0.25% | 1,011 | -9 | -0.9% | -$3,188 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $36.47万 | 0.25% | 3,393 | 426 | 14.4% | $4.58万 | 加仓 |
| USB | US BANCORP | $36.89万 | 0.25% | 6,108 | 451 | 8.0% | $2.72万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $36.93万 | 0.25% | 984 | -380 | -27.9% | -$14.26万 | 减仓 |
| CTVA | CORTEVA INC | $37.32万 | 0.26% | 4,407 | 173 | 4.1% | $1.47万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $37.77万 | 0.26% | 2,760 | 2,760 | — | $37.77万 | 新建仓 |
| HD | HOME DEPOT INC | $38.44万 | 0.26% | 1,090 | -138 | -11.2% | -$4.87万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $38.63万 | 0.27% | 3,308 | 312 | 10.4% | $3.64万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $39.19万 | 0.27% | 12,358 | -53 | -0.4% | -$1,681 | 减仓 |
| PHM | PULTE GROUP INC | $39.24万 | 0.27% | 2,860 | 125 | 4.6% | $1.72万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $39.32万 | 0.27% | 402 | -4 | -1.0% | -$3,912 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $39.39万 | 0.27% | 1,144 | 42 | 3.8% | $1.45万 | 加仓 |
| KKR | KKR & CO INC | $41.76万 | 0.29% | 4,550 | 760 | 20.1% | $6.98万 | 加仓 |
| MCK | MCKESSON CORP | $41.86万 | 0.29% | 554 | -189 | -25.4% | -$14.28万 | 减仓 |
| DE | DEERE & CO | $42.18万 | 0.29% | 665 | 121 | 22.2% | $7.68万 | 加仓 |
| DHR | DANAHER CORP DEL | $42.92万 | 0.30% | 2,253 | 63 | 2.9% | $1.20万 | 加仓 |
| MET | METLIFE INC | $43.10万 | 0.30% | 5,094 | 0 | 0.0% | — | 不变 |