Baron Wealth Management LLC 13F 持仓 · 2026年Q2
Baron Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 304 只证券，申报市值合计 3.86 亿美元。前几大持仓：QUAL（16.04%）、MFSI（8.37%）、DIVI（8.30%）。本季前 25 大持仓中：增持 16 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | $61.8M | 16.04% | 281,840 | 增持 |
| 2 | MFSI | MFS ACTIVE EXCHANGE TRADED F | $32.3M | 8.37% | 993,624 | 增持 |
| 3 | DIVI | FRANKLIN TEMPLETON ETF TR | $32.0M | 8.30% | 748,975 | 增持 |
| 4 | IJR | ISHARES TR | $24.0M | 6.22% | 161,676 | 减持 |
| 5 | AAPL | APPLE INC | $16.0M | 4.14% | 55,142 | 减持 |
| 6 | SNA | SNAP ON INC | $9.8M | 2.55% | 24,447 | 持平 |
| 7 | SDVY | FIRST TR EXCHANGE TRADED FD | $9.2M | 2.39% | 213,371 | 增持 |
| 8 | IVOG | VANGUARD ADMIRAL FDS INC | $8.7M | 2.27% | 59,722 | 增持 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $6.3M | 1.64% | 8,466 | 减持 |
| 10 | RIVN | RIVIAN AUTOMOTIVE INC | $5.4M | 1.41% | 313,953 | 持平 |
| 11 | NVDA | NVIDIA CORPORATION | $4.7M | 1.22% | 23,604 | 增持 |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $4.7M | 1.21% | 19,686 | 增持 |
| 13 | IVW | ISHARES TR | $3.9M | 1.02% | 28,624 | 增持 |
| 14 | MSFT | MICROSOFT CORP | $3.9M | 1.01% | 10,478 | 增持 |
| 15 | GOOGL | ALPHABET INC | $3.8M | 0.98% | 10,626 | 增持 |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $3.7M | 0.96% | 51,693 | 增持 |
| 17 | AMZN | AMAZON COM INC | $3.7M | 0.95% | 15,434 | 增持 |
| 18 | GOOG | ALPHABET INC | $3.1M | 0.79% | 8,661 | 减持 |
| 19 | JNJ | JOHNSON & JOHNSON | $2.9M | 0.76% | 11,563 | 减持 |
| 20 | FELG | FIDELITY COVINGTON TRUST | $2.5M | 0.66% | 57,851 | 增持 |
| 21 | AVGO | BROADCOM INC | $2.4M | 0.62% | 6,333 | 增持 |
| 22 | JPM | JPMORGAN CHASE & CO | $2.1M | 0.54% | 6,315 | 增持 |
| 23 | QQQ | INVESCO QQQ TR | $1.9M | 0.48% | 2,538 | 持平 |
| 24 | BWA | BORGWARNER INC | $1.8M | 0.46% | 26,894 | 增持 |
| 25 | MU | MICRON TECHNOLOGY INC | $1.8M | 0.46% | 1,541 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR