Leigh Baldwin & Co., LLC
- SEC CIK
- 0000946629
- 最新申報
- 2026/8/13
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/14 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 201
- 較 2025 年第 2 季 +20
- 總值
- $1.78 億
- 較 2025 年第 2 季 +$2,556 萬 (+16.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 45,244 | $844.2 萬 | 4.8% | +76+0.2% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 15,924 | $745.9 萬 | 4.2% | +1,251+8.5% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 85,270 | $580.5 萬 | 3.3% | +6,702+8.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 21,329 | $543.1 萬 | 3.1% | +77+0.4% | 加碼 | 歷史 |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 114,901 | $504.6 萬 | 2.8% | +12,836+12.6% | 加碼 | – |
| VEEVVeeva Systems Inc | Stock | 15,554 | $463.4 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 183,892 | $417.8 萬 | 2.4% | +13,981+8.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 7,582 | $392.7 萬 | 2.2% | +369+5.1% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 58,379 | $392.7 萬 | 2.2% | +1,050+1.8% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 17,614 | $386.8 萬 | 2.2% | +465+2.7% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 62,539 | $370.2 萬 | 2.1% | +8,906+16.6% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 75,516 | $349.2 萬 | 2.0% | +6,171+8.9% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 13,008 | $316.8 萬 | 1.8% | −208−1.6% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,652 | $309.9 萬 | 1.7% | +93+2.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 6,206 | $276.0 萬 | 1.6% | +1,768+39.8% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 30,621 | $267.4 萬 | 1.5% | +1,650+5.7% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 45,845 | $238.0 萬 | 1.3% | +41,430+938.4% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 43,328 | $230.7 萬 | 1.3% | +5,373+14.2% | 加碼 | – |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 61,903 | $218.4 萬 | 1.2% | +5,769+10.3% | 加碼 | – |
| GEGeneral Electric Co | Stock | 6,501 | $195.6 萬 | 1.1% | +6,501 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 22,186 | $186.2 萬 | 1.0% | +805+3.8% | 加碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 8,559 | $179.1 萬 | 1.0% | +344+4.2% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 4,708 | $167.4 萬 | 0.9% | −290−5.8% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 8,288 | $166.5 萬 | 0.9% | +76+0.9% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 63,285 | $161.3 萬 | 0.9% | −2,115−3.2% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 9,557 | $159.9 萬 | 0.9% | +6,412+203.9% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,289 | $153.2 萬 | 0.9% | +250+12.3% | 加碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 36,433 | $153.1 萬 | 0.9% | +16,087+79.1% | 加碼 | – |
| WMTWalmart Inc. | Stock | 14,435 | $148.8 萬 | 0.8% | −233−1.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,396 | $145.1 萬 | 0.8% | +25+0.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,406 | $131.4 萬 | 0.7% | +234+4.5% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 2,017 | $124.1 萬 | 0.7% | +2,017 | 新進 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 12,077 | $116.5 萬 | 0.7% | −128−1.0% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,305 | $115.9 萬 | 0.7% | +58+2.6% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 14,483 | $113.5 萬 | 0.6% | −1,314−8.3% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 1,486 | $113.4 萬 | 0.6% | +407+37.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 6,100 | $113.1 萬 | 0.6% | +231+3.9% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 21,825 | $112.6 萬 | 0.6% | +891+4.3% | 加碼 | 歷史 |
| Capital Group Core Balanced14021D107 | SHS | 32,318 | $112.2 萬 | 0.6% | +1,393+4.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,834 | $110.7 萬 | 0.6% | +11+0.2% | 加碼 | – |
| WMWaste Management Inc | Stock | 4,982 | $110.0 萬 | 0.6% | −58−1.2% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 27,900 | $108.5 萬 | 0.6% | 00.0% | 不變 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 12,872 | $106.8 萬 | 0.6% | +1,225+10.5% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 2,130 | $106.4 萬 | 0.6% | +121+6.0% | 加碼 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 13,966 | $104.9 萬 | 0.6% | +1,210+9.5% | 加碼 | – |
| GLWCorning Inc | COM | 12,113 | $99.4 萬 | 0.6% | −2,395−16.5% | 減碼 | 歷史 |
| PFSProvident Financial Services Inc | COM | 50,950 | $98.2 萬 | 0.6% | +601+1.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,666 | $97.7 萬 | 0.6% | +1,024+13.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,042 | $96.5 萬 | 0.5% | +6+0.6% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 10,019 | $93.5 萬 | 0.5% | +50+0.5% | 加碼 | – |
| NNYNuveen New York Municipal Value Fund | COM | 109,571 | $90.5 萬 | 0.5% | −2,896−2.6% | 減碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 5,329 | $86.3 萬 | 0.5% | −19−0.4% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 8,071 | $84.4 萬 | 0.5% | −158−1.9% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 2,073 | $84.0 萬 | 0.5% | +2+0.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,644 | $83.4 萬 | 0.5% | −108−3.9% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 16,869 | $83.2 萬 | 0.5% | −83−0.5% | 減碼 | – |
| UBERUber Technologies, Inc | Stock | 8,472 | $83.0 萬 | 0.5% | +1,050+14.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,119 | $82.2 萬 | 0.5% | −3−0.3% | 減碼 | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 9,020 | $81.0 萬 | 0.5% | +1,150+14.6% | 加碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,604 | $80.1 萬 | 0.5% | −130−3.5% | 減碼 | – |
| ETNEaton Corp plc | Stock | 2,117 | $79.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 4,155 | $75.8 萬 | 0.4% | +350+9.2% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,180 | $72.3 萬 | 0.4% | 00.0% | 不變 | – |
| Defiance Quantum ETF26922A420 | ETF | 6,683 | $70.1 萬 | 0.4% | +250+3.9% | 加碼 | – |
| NBTBNBT Bancorp Inc | COM | 16,579 | $69.2 萬 | 0.4% | −2,155−11.5% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 9,172 | $69.1 萬 | 0.4% | −481−5.0% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,447 | $66.2 萬 | 0.4% | +79+5.8% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,334 | $65.9 萬 | 0.4% | +49+2.1% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 2,905 | $62.4 萬 | 0.4% | +2,905 | 新進 | 歷史 |
| PAYXPaychex Inc | Stock | 4,917 | $62.3 萬 | 0.4% | +1,167+31.1% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G672 | S&P MDCP 400 REV | 4,869 | $60.9 萬 | 0.3% | +14+0.3% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 13,816 | $60.7 萬 | 0.3% | +3,351+32.0% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F664 | FT VEST US EQT | 12,765 | $60.6 萬 | 0.3% | 00.0% | 不變 | – |
| PANWPalo Alto Networks Inc | Stock | 2,901 | $59.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Alps ETF Tr00162Q528 | DYNAM US ETF | 9,337 | $58.8 萬 | 0.3% | +19+0.2% | 加碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 4,308 | $56.1 萬 | 0.3% | +4+0.1% | 加碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 5,881 | $55.5 萬 | 0.3% | +61+1.0% | 加碼 | – |
| VVisa Inc. | Stock | 1,620 | $55.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CEGConstellation Energy Corp | Stock | 1,663 | $54.7 萬 | 0.3% | +35+2.1% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 13,200 | $54.2 萬 | 0.3% | 00.0% | 不變 | – |
| GILDGilead Sciences, Inc. | Stock | 4,764 | $52.9 萬 | 0.3% | +101+2.2% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,494 | $52.5 萬 | 0.3% | +15+0.6% | 加碼 | 歷史 |
| GABGabelli Equity Trust Inc | COM | 86,084 | $52.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 9,049 | $51.1 萬 | 0.3% | +63+0.7% | 加碼 | – |
| MSMorgan Stanley | Stock | 3,156 | $50.2 萬 | 0.3% | +3,156 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 17,722 | $50.0 萬 | 0.3% | +7,646+75.9% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,045 | $49.9 萬 | 0.3% | +40+4.0% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 4,785 | $48.6 萬 | 0.3% | −241−4.8% | 減碼 | 歷史 |
| NXJNuveen New Jersey Quality Municipal Income Fund | COM | 38,882 | $48.3 萬 | 0.3% | +799+2.1% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 4,181 | $47.9 萬 | 0.3% | +4,181 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 10,595 | $47.8 萬 | 0.3% | +1,419+15.5% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 11,190 | $47.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 9,467 | $46.8 萬 | 0.3% | +66+0.7% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 1,423 | $46.5 萬 | 0.3% | +10+0.7% | 加碼 | – |
| WPMWheaton Precious Metals Corp. | COM | 4,127 | $46.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 2,970 | $46.1 萬 | 0.3% | +169+6.0% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 763 | $45.8 萬 | 0.3% | −4−0.5% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 6,471 | $44.3 萬 | 0.2% | +1,311+25.4% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 563 | $43.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,427 | $43.4 萬 | 0.2% | +553+63.3% | 加碼 | 歷史 |
2025 年第 2 季之後清倉（9 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 46,818 | $218.5 萬 | 1.4% | – |
| American Centy ETF Tr025072109 | DIVERSIFID CRP | 22,555 | $106.2 萬 | 0.7% | – |
| DOCUDocuSign, Inc. | Stock | 5,196 | $60.6 萬 | 0.4% | 歷史 |
| AIOVirtus Artificial Intelligence & Technology Opportunities Fund | COM | 12,436 | $30.9 萬 | 0.2% | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 3,623 | $30.7 萬 | 0.2% | – |
| GISGeneral Mills Inc | Stock | 5,249 | $27.2 萬 | 0.2% | 歷史 |
| MATXMatson, Inc. | COM | 1,924 | $21.4 萬 | 0.1% | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 279 | $21.4 萬 | 0.1% | 歷史 |
| Alps ETF Tr00162Q536 | DYNA CORE IN ETF | 9,086 | $20.5 萬 | 0.1% | – |