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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $548.59万 | 3.78% | 18,959 | 6,654 | 54.1% | $192.54万 | 加仓 |
| AMZN | AMAZON COM INC | $521.93万 | 3.59% | 21,899 | 1,412 | 6.9% | $33.65万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $493.09万 | 3.39% | 24,643 | -2,015 | -7.6% | -$40.32万 | 减仓 |
| MSFT | MICROSOFT CORP | $466.58万 | 3.21% | 12,508 | 994 | 8.6% | $37.08万 | 加仓 |
| AVGO | BROADCOM INC | $409.33万 | 2.82% | 10,836 | -232 | -2.1% | -$8.76万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $401.63万 | 2.76% | 5,378 | 207 | 4.0% | $15.46万 | 加仓 |
| GOOGL | ALPHABET INC | $356.58万 | 2.45% | 9,978 | -3,303 | -24.9% | -$118.04万 | 减仓 |
| BIL | SPDR SERIES TRUST | $314.58万 | 2.16% | 34,328 | 3,231 | 10.4% | $29.61万 | 加仓 |
| EQAL | INVESCO EXCH TRADED FD TR II | $282.61万 | 1.94% | 47,694 | 2,569 | 5.7% | $15.22万 | 加仓 |
| CSCO | CISCO SYS INC | $267.74万 | 1.84% | 22,794 | -3,551 | -13.5% | -$41.71万 | 减仓 |
| IEI | ISHARES TR | $232.42万 | 1.60% | 19,789 | 2,759 | 16.2% | $32.40万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $218.30万 | 1.50% | 4,571 | 84 | 1.9% | $4.01万 | 加仓 |
| ABBV | ABBVIE INC | $216.79万 | 1.49% | 8,615 | 2,211 | 34.5% | $55.64万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $203.94万 | 1.40% | 6,230 | 59 | 1.0% | $1.93万 | 加仓 |
| BN | BROOKFIELD CORP | $181.24万 | 1.25% | 42,554 | 5,071 | 13.5% | $21.60万 | 加仓 |
| ASML | ASML HLDG NV | $180.04万 | 1.24% | 905 | -544 | -37.5% | -$108.23万 | 减仓 |
| GEV | GE VERNOVA INC | $179.47万 | 1.24% | 1,528 | 25 | 1.7% | $2.94万 | 加仓 |
| MBB | ISHARES TR | $179.14万 | 1.23% | 18,953 | 3,098 | 19.5% | $29.28万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $176.38万 | 1.21% | 6,273 | 39 | 0.6% | $1.10万 | 加仓 |
| V | VISA INC | $170.52万 | 1.17% | 4,970 | 181 | 3.8% | $6.21万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $162.02万 | 1.11% | 8,956 | 394 | 4.6% | $7.13万 | 加仓 |
| IGSB | ISHARES TR | $159.00万 | 1.09% | 30,337 | 4,067 | 15.5% | $21.32万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $150.93万 | 1.04% | 11,946 | 21 | 0.2% | $2,653 | 加仓 |
| GE | GE AEROSPACE | $149.70万 | 1.03% | 4,006 | 3,045 | 316.9% | $113.79万 | 加仓 |
| IEF | ISHARES TR | $137.51万 | 0.95% | 14,541 | 3,341 | 29.8% | $31.60万 | 加仓 |
| PWR | QUANTA SVCS INC | $136.23万 | 0.94% | 1,892 | -612 | -24.4% | -$44.07万 | 减仓 |
| WMT | WALMART INC | $128.35万 | 0.88% | 11,332 | 118 | 1.1% | $1.34万 | 加仓 |
| CVX | CHEVRON CORPORATION | $121.91万 | 0.84% | 7,353 | 85 | 1.2% | $1.41万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $119.03万 | 0.82% | 1,272 | 37 | 3.0% | $3.46万 | 加仓 |
| NFLX | NETFLIX INC. | $116.87万 | 0.80% | 16,369 | 10,577 | 182.6% | $75.52万 | 加仓 |
| TSLA | TESLA INC | $115.41万 | 0.79% | 2,744 | -32 | -1.2% | -$1.35万 | 减仓 |
| LLY | ELI LILLY & CO | $112.85万 | 0.78% | 941 | -24 | -2.5% | -$2.88万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $110.41万 | 0.76% | 4,346 | 27 | 0.6% | $6,859 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $108.04万 | 0.74% | 14,972 | 7,119 | 90.7% | $51.37万 | 加仓 |
| CAT | CATERPILLAR INC | $107.78万 | 0.74% | 1,012 | 26 | 2.6% | $2.77万 | 加仓 |
| CRH | CRH PLC | $106.57万 | 0.73% | 9,960 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $105.61万 | 0.73% | 2,989 | -32 | -1.1% | -$1.13万 | 减仓 |
| META | META PLATFORMS INC | $103.36万 | 0.71% | 1,835 | -875 | -32.3% | -$49.29万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $101.13万 | 0.70% | 1,048 | -671 | -39.0% | -$64.75万 | 减仓 |
| WMB | WILLIAMS COS INC | $99.94万 | 0.69% | 13,443 | 1,269 | 10.4% | $9.43万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $99.93万 | 0.69% | 1,946 | 221 | 12.8% | $11.35万 | 加仓 |
| BAC | BANK OF AMER CORP | $95.12万 | 0.65% | 16,693 | 480 | 3.0% | $2.74万 | 加仓 |
| KLAC | KLA CORP | $95.04万 | 0.65% | 3,150 | -230 | -6.8% | -$6.94万 | 减仓 |
| C | CITIGROUP INC | $92.89万 | 0.64% | 6,637 | -820 | -11.0% | -$11.48万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $92.81万 | 0.64% | 2,151 | -3,632 | -62.8% | -$156.71万 | 减仓 |
| MRK | MERCK & CO INC | $91.32万 | 0.63% | 7,105 | 1,114 | 18.6% | $14.32万 | 加仓 |
| RACE | FERRARI N V | $90.95万 | 0.63% | 2,443 | 2,443 | — | $90.95万 | 新建仓 |
| ABNB | AIRBNB INC | $88.35万 | 0.61% | 6,174 | 867 | 16.3% | $12.41万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $85.74万 | 0.59% | 9,768 | 270 | 2.8% | $2.37万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $84.47万 | 0.58% | 3,534 | 477 | 15.6% | $11.40万 | 加仓 |
| AMAT | APPLIED MATLS INC | $84.37万 | 0.58% | 1,167 | -5 | -0.4% | -$3,615 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $83.83万 | 0.58% | 19,781 | 1,368 | 7.4% | $5.80万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $82.59万 | 0.57% | 1,987 | 414 | 26.3% | $17.21万 | 加仓 |
| CB | CHUBB LIMITED | $81.47万 | 0.56% | 2,391 | 578 | 31.9% | $19.69万 | 加仓 |
| FDX | FEDEX CORP | $81.41万 | 0.56% | 2,600 | -613 | -19.1% | -$19.19万 | 减仓 |
| SLB | SLB LIMITED | $81.21万 | 0.56% | 17,468 | 2,619 | 17.6% | $12.18万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $79.99万 | 0.55% | 1,377 | 1,377 | — | $79.99万 | 新建仓 |
| RTX | RTX CORPORATION | $79.21万 | 0.55% | 4,175 | 119 | 2.9% | $2.26万 | 加仓 |
| AZN | ASTRAZENECA PLC | $77.82万 | 0.54% | 4,104 | 138 | 3.5% | $2.62万 | 加仓 |
| KO | COCA COLA CO | $77.21万 | 0.53% | 9,501 | 555 | 6.2% | $4.51万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $73.96万 | 0.51% | 8,015 | 2,351 | 41.5% | $21.69万 | 加仓 |
| PLD | PROLOGIS INC. | $73.24万 | 0.50% | 5,406 | 220 | 4.2% | $2.98万 | 加仓 |
| PEP | PEPSICO INC | $69.98万 | 0.48% | 5,165 | 257 | 5.2% | $3.48万 | 加仓 |
| TMUS | T-MOBILE US INC | $69.58万 | 0.48% | 4,149 | -139 | -3.2% | -$2.33万 | 减仓 |
| IGIB | ISHARES TR | $69.47万 | 0.48% | 13,065 | 587 | 4.7% | $3.12万 | 加仓 |
| SHY | ISHARES TR | $69.02万 | 0.47% | 8,406 | 2,102 | 33.3% | $17.26万 | 加仓 |
| WFC | WELLS FARGO & CO | $68.56万 | 0.47% | 8,296 | -213 | -2.5% | -$1.76万 | 减仓 |
| DASH | DOORDASH INC | $67.98万 | 0.47% | 3,684 | 391 | 11.9% | $7.22万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $65.80万 | 0.45% | 494 | 28 | 6.0% | $3.73万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $64.18万 | 0.44% | 1,292 | 1,292 | — | $64.18万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $63.50万 | 0.44% | 1,269 | 13 | 1.0% | $6,505 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $61.79万 | 0.43% | 12,017 | 179 | 1.5% | $9,204 | 加仓 |
| URI | UNITED RENTALS INC | $59.93万 | 0.41% | 529 | 85 | 19.1% | $9.63万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $59.70万 | 0.41% | 9,493 | 263 | 2.8% | $1.65万 | 加仓 |
| COP | CONOCOPHILLIPS | $59.17万 | 0.41% | 5,692 | 104 | 1.9% | $1.08万 | 加仓 |
| ALL | ALLSTATE CORP | $57.99万 | 0.40% | 2,437 | 113 | 4.9% | $2.69万 | 加仓 |
| GLD | SPDR GOLD TR | $57.54万 | 0.40% | 1,562 | 20 | 1.3% | $7,368 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $54.95万 | 0.38% | 1,096 | 70 | 6.8% | $3.51万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $54.82万 | 0.38% | 8,877 | 482 | 5.7% | $2.98万 | 加仓 |
| AMGN | AMGEN INC | $53.79万 | 0.37% | 1,486 | -6 | -0.4% | -$2,172 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $53.20万 | 0.37% | 526 | 16 | 3.1% | $1.62万 | 加仓 |
| TLT | ISHARES TR | $53.09万 | 0.37% | 6,143 | -311 | -4.8% | -$2.69万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $52.84万 | 0.36% | 1,599 | -423 | -20.9% | -$13.98万 | 减仓 |
| MO | ALTRIA GROUP INC | $52.31万 | 0.36% | 7,271 | -98 | -1.3% | -$7,051 | 减仓 |
| GM | GENERAL MTRS CO | $51.77万 | 0.36% | 6,717 | 337 | 5.3% | $2.60万 | 加仓 |
| APH | AMPHENOL CORP | $51.27万 | 0.35% | 2,908 | 311 | 12.0% | $5.48万 | 加仓 |
| LIN | LINDE PLC | $51.01万 | 0.35% | 983 | 30 | 3.1% | $1.56万 | 加仓 |
| ENB | ENBRIDGE INC | $50.72万 | 0.35% | 9,356 | 360 | 4.0% | $1.95万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $49.23万 | 0.34% | 2,454 | -1 | -0.0% | -$201 | 减仓 |
| NRG | NRG ENERGY INC | $47.47万 | 0.33% | 3,250 | 1,188 | 57.6% | $17.35万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $47.42万 | 0.33% | 931 | 12 | 1.3% | $6,112 | 加仓 |
| TFC | TRUIST FINL CORP | $47.41万 | 0.33% | 9,516 | 4 | 0.0% | $199 | 加仓 |
| PFE | PFIZER INC | $45.28万 | 0.31% | 18,802 | 322 | 1.7% | $7,754 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $44.18万 | 0.30% | 4,093 | 121 | 3.0% | $1.31万 | 加仓 |
| VLO | VALERO ENERGY CORP | $43.57万 | 0.30% | 1,673 | 71 | 4.4% | $1.85万 | 加仓 |
| MET | METLIFE INC | $43.10万 | 0.30% | 5,094 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $42.92万 | 0.30% | 2,253 | 63 | 2.9% | $1.20万 | 加仓 |
| DE | DEERE & CO | $42.18万 | 0.29% | 665 | 121 | 22.2% | $7.68万 | 加仓 |
| MCK | MCKESSON CORP | $41.86万 | 0.29% | 554 | -189 | -25.4% | -$14.28万 | 减仓 |
| KKR | KKR & CO INC | $41.76万 | 0.29% | 4,550 | 760 | 20.1% | $6.98万 | 加仓 |