13FBOX
Baron Wealth Management LLC · 13F 持仓分析
期权收益计算器 机构排行

Baron Wealth Management LLC

No.4984 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.86亿
环比变动 Q1 2026
+$5,125.5万+15.3%
持仓股票数
304
新买入
47
加仓
146
减仓
90
清仓
22
持股不变
21
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕·MSCIQUAL
16.04%16.1%$6,184.4万28.2万股$5,384.9万28.1万股+1,098股+0.39%加仓
MMFS ACTIVEMFSI
8.37%8.66%$3,227.3万99.4万股$2,896.1万97.4万股+1.9万股+1.97%加仓
FFranklin Templeton ETF TrustDIVI
8.3%8.81%$3,199.6万74.9万股$2,944.5万74.0万股+9,325股+1.26%加仓
IiShares安硕·COREIJR
6.22%6.4%$2,397.8万16.2万股$2,141.0万17.2万股-1.1万股-6.13%减仓
苹果AAPL
4.14%4.31%$1,595.6万5.5万股$1,442.8万5.7万股-1,708股-3.00%减仓
实耐宝SNA
2.55%2.66%$983.7万2.4万股$887.9万2.4万股00.00%持仓不变
F第一信托交易所交易基金SDVY
2.39%2.22%$920.5万21.3万股$741.0万18.8万股+2.5万股+13.54%加仓
V先锋领航·S&PIVOG
2.27%1.88%$873.7万6.0万股$630.3万5.0万股+9,308股+18.46%加仓
SSPDR标普500 ETFSPY
1.64%1.65%$632.2万8,466股$551.5万8,481股-15股-0.18%减仓
RRIVIAN AUTOMOTIVE INC CLASS ARIVN
1.41%1.41%$544.7万31.4万股$472.5万31.4万股00.00%持仓不变
英伟达NVDA
1.22%1.19%$472.3万2.4万股$399.1万2.3万股+717股+3.13%加仓
V先锋领航·SPECIALIZED FUNDSVIG
1.21%1.26%$465.8万2.0万股$422.9万2.0万股+21股+0.11%加仓
IiShares安硕信托IVW
1.02%0.96%$393.7万2.9万股$322.2万2.8万股+139股+0.49%加仓
微软MSFT
1.01%0.97%$390.8万1.0万股$324.0万8,753股+1,725股+19.71%加仓
谷歌AGOOGL
0.98%0.89%$379.8万1.1万股$296.1万1.0万股+329股+3.20%加仓
V先锋领航·FTSEVEA
0.96%0.99%$368.3万5.2万股$330.4万5.2万股+126股+0.24%加仓
亚马逊AMZN
0.95%0.94%$367.8万1.5万股$313.0万1.5万股+406股+2.70%加仓
AAlphabet Inc Class CGOOG
0.79%0.75%$306.0万8,661股$251.6万8,769股-108股-1.23%减仓
强生JNJ
0.76%0.86%$293.7万1.2万股$287.8万1.2万股-210股-1.78%减仓
F富达Covington信托FELG
0.66%0.47%$253.1万5.8万股$157.1万4.2万股+1.6万股+38.04%加仓
博通AVGO
0.62%0.53%$239.2万6,333股$178.7万5,775股+558股+9.66%加仓
摩根大通JPM
0.54%0.54%$206.7万6,315股$181.2万6,160股+155股+2.52%加仓
I景顺QQQ信托VOO
0.48%0.44%$186.9万2,538股$146.5万2,538股00.00%持仓不变
BORGWARNERBWA
0.46%0.43%$178.6万2.7万股$144.4万2.7万股+287股+1.08%加仓
美光科技MU
0.46%0.17%$177.9万1,541股$56.6万1,676股-135股-8.05%减仓
FFIVE BELOWFIVE
0.45%0.66%$174.4万9,702股$222.1万9,722股-20股-0.21%减仓
派克汉尼汾PH
0.45%0.49%$173.0万1,769股$163.2万1,823股-54股-2.96%减仓
ANALOG DEVICES COMADI
0.44%0.43%$169.8万4,276股$142.5万4,480股-204股-4.55%减仓
卡特彼勒CAT
0.42%0.31%$162.7万1,528股$103.4万1,460股+68股+4.66%加仓
VisaV
0.39%0.36%$151.5万4,416股$120.8万3,998股+418股+10.46%加仓
思科CSCO
0.39%0.27%$148.6万1.3万股$91.6万1.2万股+849股+7.19%加仓
捷普JBL
0.35%0.28%$135.2万3,508股$93.8万3,531股-23股-0.65%减仓
特斯拉TSLA
0.34%0.36%$132.5万3,151股$121.1万3,258股-107股-3.28%减仓
BANCO SANTANDER ADRSAN
0.34%0.31%$130.6万9.5万股$105.1万9.3万股+1,430股+1.53%加仓
台积电TSM
0.34%0.28%$130.2万2,727股$93.7万2,774股-47股-1.69%减仓
沃尔玛WMT
0.34%0.45%$129.5万1.1万股$152.1万1.2万股-810股-6.62%减仓
IiShares安硕·MSCI EAFE ETFEFA
0.32%0.34%$123.0万1.2万股$115.1万1.2万股-18股-0.15%减仓
摩根士丹利MS
0.32%0.28%$121.6万5,817股$94.1万5,715股+102股+1.78%加仓
伯克希尔哈撒韦BRK.B
0.31%0.31%$119.3万2,384股$104.5万2,181股+203股+9.31%加仓
GGILEAD SCIENCES COMGILD
0.29%0.36%$113.1万8,953股$118.9万8,530股+423股+4.96%加仓
礼来LLY
0.29%0.25%$112.9万941股$82.7万899股+42股+4.67%加仓
V先锋领航·TOTALBND
0.29%0.3%$112.2万1.5万股$99.8万1.4万股+1,732股+12.78%加仓
BARCLAYSBCS
0.28%0.22%$109.7万4.1万股$74.7万3.5万股+5,559股+15.75%加仓
BBNY MELLON ETF TRUST IIBKDV
0.28%0.24%$108.6万3.2万股$81.8万2.8万股+4,825股+17.49%加仓
宝洁PG
0.28%0.29%$107.9万7,361股$96.0万6,644股+717股+10.79%加仓
AADVANCED ENERGY INDSAEIS
0.28%0.28%$107.5万2,883股$92.9万2,878股+5股+0.17%加仓
CORTEVA COMCTVA
0.27%0.3%$105.2万1.2万股$100.2万1.2万股+446股+3.73%加仓
GGARRETT MOTIONGTX
0.27%0.15%$104.1万2.9万股$49.6万2.7万股+1,399股+5.12%加仓
V先锋领航指数基金VOO
0.27%0.27%$103.3万1,504股$89.5万1,497股+7股+0.47%加仓
林德LIN
0.26%0.28%$100.1万1,928股$94.0万1,897股+31股+1.63%加仓

🧭 机构资金流板块热力图

净流出 净流入