BINGHAM PRIVATE WEALTH, LLC
SAN FRANCISCO CA · SEC CIK 0002063211
$1.26亿2026Q1 申报市值
164持仓数
27.4%前十大占比 · 第一大 3.7%
27 / 11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
SPY 加仓+$85.20万
AZN 新建仓+$78.22万
TSM 加仓+$69.69万
GLD 新建仓+$66.35万
AMZN 加仓+$59.98万
2026Q1 卖出最多 按季末市值估算
MSFT 减仓-$203.52万
AAPL 减仓-$117.79万
JNJ 减仓-$105.26万
AZN 清仓-$66.93万
ISRG 减仓-$56.24万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $464.92万 | 3.69% | 26,658 | 829 | 3.2% | $14.46万 | 加仓 |
| AMZN | AMAZON COM INC | $426.68万 | 3.39% | 20,487 | 2,880 | 16.4% | $59.98万 | 加仓 |
| MSFT | MICROSOFT CORP | $426.22万 | 3.38% | 11,514 | -5,498 | -32.3% | -$203.52万 | 减仓 |
| GOOGL | ALPHABET INC | $381.91万 | 3.03% | 13,281 | 1,492 | 12.7% | $42.90万 | 加仓 |
| AVGO | BROADCOM INC | $342.57万 | 2.72% | 11,068 | 311 | 2.9% | $9.63万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $336.30万 | 2.67% | 5,171 | 1,310 | 33.9% | $85.20万 | 加仓 |
| AAPL | APPLE INC | $312.30万 | 2.48% | 12,305 | -4,641 | -27.4% | -$117.79万 | 减仓 |
| BIL | SPDR SERIES TRUST | $284.97万 | 2.26% | 31,097 | 181 | 0.6% | $1.66万 | 加仓 |
| EQAL | INVESCO EXCH TRADED FD TR II | $248.64万 | 1.97% | 45,125 | -93 | -0.2% | -$5,124 | 减仓 |
| — | EXXON MOBIL CORP | $228.87万 | 1.82% | 13,489 | 1,663 | 14.1% | $28.22万 | 加仓 |
| CSCO | CISCO SYS INC | $204.41万 | 1.62% | 26,345 | 2,702 | 11.4% | $20.96万 | 加仓 |
| IEI | ISHARES TR | $201.98万 | 1.60% | 17,030 | 1,546 | 10.0% | $18.34万 | 加仓 |
| ASML | ASML HLDG NV | $191.39万 | 1.52% | 1,449 | 99 | 7.3% | $13.08万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $181.49万 | 1.44% | 6,171 | -80 | -1.3% | -$2.35万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $166.20万 | 1.32% | 11,925 | 395 | 3.4% | $5.51万 | 加仓 |
| META | META PLATFORMS INC | $155.05万 | 1.23% | 2,710 | 383 | 16.5% | $21.91万 | 加仓 |
| BN | BROOKFIELD CORP | $151.69万 | 1.20% | 37,483 | 1,166 | 3.2% | $4.72万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $151.64万 | 1.20% | 4,487 | 2,062 | 85.0% | $69.69万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $151.09万 | 1.20% | 6,234 | 152 | 2.5% | $3.68万 | 加仓 |
| MBB | ISHARES TR | $150.54万 | 1.19% | 15,855 | -48 | -0.3% | -$4,558 | 减仓 |
| CVX | CHEVRON CORPORATION | $150.42万 | 1.19% | 7,268 | 342 | 4.9% | $7.08万 | 加仓 |
| V | VISA INC | $144.75万 | 1.15% | 4,789 | 435 | 10.0% | $13.15万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $141.56万 | 1.12% | 8,562 | 974 | 12.8% | $16.10万 | 加仓 |
| WMT | WALMART INC | $139.37万 | 1.11% | 11,214 | -3,765 | -25.1% | -$46.79万 | 减仓 |
| ABBV | ABBVIE INC | $139.28万 | 1.11% | 6,404 | 1,385 | 27.6% | $30.12万 | 加仓 |
| IGSB | ISHARES TR | $138.08万 | 1.10% | 26,270 | 2,252 | 9.4% | $11.84万 | 加仓 |
| PWR | QUANTA SVCS INC | $137.47万 | 1.09% | 2,504 | 4 | 0.2% | $2,196 | 加仓 |
| GEV | GE VERNOVA INC | $131.20万 | 1.04% | 1,503 | 169 | 12.7% | $14.75万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $123.09万 | 0.98% | 1,235 | 572 | 86.3% | $57.01万 | 加仓 |
| FDX | FEDEX CORP | $114.44万 | 0.91% | 3,213 | 79 | 2.5% | $2.81万 | 加仓 |
| IEF | ISHARES TR | $106.89万 | 0.85% | 11,200 | 988 | 9.7% | $9.43万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $105.55万 | 0.84% | 4,319 | -4,307 | -49.9% | -$105.26万 | 减仓 |
| CRH | CRH PLC | $104.70万 | 0.83% | 9,960 | -56 | -0.6% | -$5,887 | 减仓 |
| TSLA | TESLA INC | $103.20万 | 0.82% | 2,776 | -244 | -8.1% | -$9.07万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $94.92万 | 0.75% | 5,783 | 142 | 2.5% | $2.33万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $92.44万 | 0.73% | 18,413 | 4,735 | 34.6% | $23.77万 | 加仓 |
| TMUS | T-MOBILE US INC | $90.05万 | 0.71% | 4,288 | 628 | 17.2% | $13.19万 | 加仓 |
| LLY | ELI LILLY & CO | $88.76万 | 0.70% | 965 | -37 | -3.7% | -$3.40万 | 减仓 |
| WMB | WILLIAMS COS INC | $88.60万 | 0.70% | 12,174 | 726 | 6.3% | $5.28万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $88.22万 | 0.70% | 9,498 | 2,266 | 31.3% | $21.05万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $86.75万 | 0.69% | 3,057 | 225 | 7.9% | $6.38万 | 加仓 |
| GOOG | ALPHABET INC | $86.66万 | 0.69% | 3,021 | 1,951 | 182.3% | $55.96万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $86.19万 | 0.68% | 1,725 | -724 | -29.6% | -$36.18万 | 减仓 |
| C | CITIGROUP INC | $84.57万 | 0.67% | 7,457 | 197 | 2.7% | $2.23万 | 加仓 |
| BAC | BANK AMERICA CORP | $79.04万 | 0.63% | 16,213 | 2,898 | 21.8% | $14.13万 | 加仓 |
| RTX | RTX CORPORATION | $78.24万 | 0.62% | 4,056 | -35 | -0.9% | -$6,751 | 减仓 |
| AZN | ASTRAZENECA PLC | $78.22万 | 0.62% | 3,966 | 3,966 | — | $78.22万 | 新建仓 |
| SLB | SLB LIMITED | $76.31万 | 0.61% | 14,849 | 4,853 | 48.5% | $24.94万 | 加仓 |
| PEP | PEPSICO INC | $76.24万 | 0.61% | 4,908 | 951 | 24.0% | $14.77万 | 加仓 |
| COP | CONOCOPHILLIPS | $73.76万 | 0.59% | 5,588 | 2,526 | 82.5% | $33.34万 | 加仓 |
| MRK | MERCK & CO INC | $72.03万 | 0.57% | 5,991 | 675 | 12.7% | $8.12万 | 加仓 |
| CAT | CATERPILLAR INC | $69.86万 | 0.55% | 986 | 22 | 2.3% | $1.56万 | 加仓 |
| PLD | PROLOGIS INC. | $68.55万 | 0.54% | 5,186 | 112 | 2.2% | $1.48万 | 加仓 |
| KO | COCA COLA CO | $68.03万 | 0.54% | 8,946 | -4,823 | -35.0% | -$36.68万 | 减仓 |
| WFC | WELLS FARGO & CO | $67.74万 | 0.54% | 8,509 | 1,388 | 19.5% | $11.05万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $67.34万 | 0.53% | 1,719 | -655 | -27.6% | -$25.66万 | 减仓 |
| ABNB | AIRBNB INC | $67.02万 | 0.53% | 5,307 | 1,293 | 32.2% | $16.33万 | 加仓 |
| IGIB | ISHARES TR | $66.41万 | 0.53% | 12,478 | 2,040 | 19.5% | $10.86万 | 加仓 |
| GLD | SPDR GOLD TR | $66.35万 | 0.53% | 1,542 | 1,542 | — | $66.35万 | 新建仓 |
| MCK | MCKESSON CORP | $64.30万 | 0.51% | 743 | 41 | 5.8% | $3.55万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $62.70万 | 0.50% | 919 | 84 | 10.1% | $5.73万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $61.48万 | 0.49% | 2,022 | -264 | -11.5% | -$8.03万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $61.28万 | 0.49% | 4,680 | 41 | 0.9% | $5,369 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $60.19万 | 0.48% | 1,256 | 393 | 45.5% | $18.83万 | 加仓 |
| CB | CHUBB LTD SWITZ | $59.09万 | 0.47% | 1,813 | 45 | 2.5% | $1.47万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $56.49万 | 0.45% | 7,853 | 183 | 2.4% | $1.32万 | 加仓 |
| TLT | ISHARES TR | $55.95万 | 0.44% | 6,454 | 1,850 | 40.2% | $16.04万 | 加仓 |
| NFLX | NETFLIX INC. | $55.69万 | 0.44% | 5,792 | 393 | 7.3% | $3.78万 | 加仓 |
| IWD | ISHARES TR | $54.46万 | 0.43% | 2,549 | 2,549 | — | $54.46万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $54.25万 | 0.43% | 9,230 | 63 | 0.7% | $3,703 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $54.01万 | 0.43% | 466 | 31 | 7.1% | $3.59万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $53.23万 | 0.42% | 5,664 | 395 | 7.5% | $3.71万 | 加仓 |
| AMGN | AMGEN INC | $52.50万 | 0.42% | 1,492 | -19 | -1.3% | -$6,685 | 减仓 |
| SHY | ISHARES TR | $52.05万 | 0.41% | 6,304 | -82 | -1.3% | -$6,771 | 减仓 |
| PFE | PFIZER INC | $51.89万 | 0.41% | 18,480 | 4,800 | 35.1% | $13.48万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $50.43万 | 0.40% | 1,026 | 24 | 2.4% | $1.18万 | 加仓 |
| KLAC | KLA CORP | $49.77万 | 0.39% | 338 | 112 | 49.6% | $16.49万 | 加仓 |
| DASH | DOORDASH INC | $49.44万 | 0.39% | 3,293 | 16 | 0.5% | $2,402 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $49.09万 | 0.39% | 8,395 | 1,350 | 19.2% | $7.89万 | 加仓 |
| ENB | ENBRIDGE INC | $48.70万 | 0.39% | 8,996 | -1,532 | -14.6% | -$8.29万 | 减仓 |
| MO | ALTRIA GROUP INC | $48.65万 | 0.39% | 7,369 | 476 | 6.9% | $3.14万 | 加仓 |
| ALL | ALLSTATE CORP | $48.19万 | 0.38% | 2,324 | 2,324 | — | $48.19万 | 新建仓 |
| GM | GENERAL MTRS CO | $47.53万 | 0.38% | 6,380 | 730 | 12.9% | $5.44万 | 加仓 |
| LIN | LINDE PLC | $47.25万 | 0.37% | 953 | 184 | 23.9% | $9.12万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $44.79万 | 0.36% | 2,455 | -60 | -2.4% | -$1.09万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $44.48万 | 0.35% | 11,838 | 483 | 4.3% | $1.81万 | 加仓 |
| TFC | TRUIST FINL CORP | $43.73万 | 0.35% | 9,512 | -550 | -5.5% | -$2.53万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $43.15万 | 0.34% | 510 | 5 | 1.0% | $4,230 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $42.52万 | 0.34% | 1,573 | 686 | 77.3% | $18.54万 | 加仓 |
| DHR | DANAHER CORP DEL | $41.52万 | 0.33% | 2,190 | 131 | 6.4% | $2.48万 | 加仓 |
| HD | HOME DEPOT INC | $40.40万 | 0.32% | 1,228 | -123 | -9.1% | -$4.05万 | 减仓 |
| AMAT | APPLIED MATLS INC | $40.06万 | 0.32% | 1,172 | 3 | 0.3% | $1,025 | 加仓 |
| VLO | VALERO ENERGY CORP | $39.58万 | 0.31% | 1,602 | 180 | 12.7% | $4.45万 | 加仓 |
| QCOM | QUALCOMM INC | $39.37万 | 0.31% | 3,057 | 74 | 2.5% | $9,530 | 加仓 |
| CRM | SALESFORCE INC | $38.85万 | 0.31% | 2,081 | -30 | -1.4% | -$5,600 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $38.80万 | 0.31% | 3,972 | -39 | -1.0% | -$3,810 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $38.55万 | 0.31% | 1,327 | 1,327 | — | $38.55万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $38.08万 | 0.30% | 12,411 | 12,411 | — | $38.08万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $37.90万 | 0.30% | 1,364 | -105 | -7.1% | -$2.92万 | 减仓 |
| LOW | LOWES COS INC | $37.88万 | 0.30% | 1,603 | 222 | 16.1% | $5.25万 | 加仓 |