Barlow Wealth Partners, Inc.
- SEC CIK
- 0001999928
- 最新申報
- 2026/7/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/29 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 134
- 較 2025 年第 1 季 0
- 總值
- $8.36 億
- 較 2025 年第 1 季 +$7,422 萬 (+9.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 96,912 | $4,759 萬 | 5.7% | +1,159+1.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 264,270 | $4,751 萬 | 5.7% | +2,564+1.0% | 加碼 | 歷史 |
| HLIHoulihan Lokey, Inc. | CL A | 205,578 | $3,772 萬 | 4.5% | +1,764+0.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 105,303 | $3,730 萬 | 4.5% | +1,464+1.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 221,665 | $3,486 萬 | 4.2% | +32,769+17.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 33,712 | $3,312 萬 | 4.0% | +239+0.7% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 120,277 | $2,555 萬 | 3.1% | −8,859−6.9% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 203,569 | $2,551 萬 | 3.1% | +1,559+0.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 85,754 | $2,504 萬 | 3.0% | −1,238−1.4% | 減碼 | 歷史 |
| MLIMueller Industries Inc | COM | 294,243 | $2,447 萬 | 2.9% | +67,406+29.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 33,692 | $2,404 萬 | 2.9% | +6,659+24.6% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 29,922 | $2,393 萬 | 2.9% | +3,669+14.0% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 50,958 | $2,329 萬 | 2.8% | +865+1.7% | 加碼 | 歷史 |
| TKOTKO Group Holdings, Inc. | CL A | 127,142 | $2,256 萬 | 2.7% | +1,009+0.8% | 加碼 | 歷史 |
| PNFPPinnacle Financial Partners, Inc. | COM | 182,618 | $2,137 萬 | 2.6% | +1,490+0.8% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 68,308 | $2,095 萬 | 2.5% | −22,820−25.0% | 減碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 38,193 | $2,069 萬 | 2.5% | +450+1.2% | 加碼 | 歷史 |
| RGLDRoyal Gold Inc | Stock | 113,313 | $2,032 萬 | 2.4% | +1,139+1.0% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 81,482 | $1,903 萬 | 2.3% | +78,010+2,246.8% | 加碼 | 歷史 |
| WRBBerkley W R Corp | COM | 261,115 | $1,848 萬 | 2.2% | +2,057+0.8% | 加碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 80,269 | $1,831 萬 | 2.2% | −18,468−18.7% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 178,684 | $1,826 萬 | 2.2% | +1,629+0.9% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 236,999 | $1,655 萬 | 2.0% | +236,999 | 新進 | 歷史 |
| ACNAccenture plc | Stock | 53,043 | $1,603 萬 | 1.9% | +168+0.3% | 加碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 73,408 | $1,566 萬 | 1.9% | +896+1.2% | 加碼 | 歷史 |
| MORNMorningstar, Inc. | COM | 49,072 | $1,524 萬 | 1.8% | +12,350+33.6% | 加碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 14,182 | $1,468 萬 | 1.8% | +273+2.0% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 17,639 | $1,365 萬 | 1.6% | +195+1.1% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 35,807 | $1,355 萬 | 1.6% | +1,961+5.8% | 加碼 | 歷史 |
| FTITechnipFMC plc | COM | 376,462 | $1,304 萬 | 1.6% | +376,462 | 新進 | 歷史 |
| MELIMercadolibre Inc | COM | 5,076 | $1,255 萬 | 1.5% | +4,702+1,257.2% | 加碼 | 歷史 |
| BF.BBrown Forman Corp | Stock | 423,960 | $1,217 萬 | 1.5% | +381,008+887.1% | 加碼 | 歷史 |
| FICOFair Isaac Corp | COM | 4,857 | $895.1 萬 | 1.1% | +80+1.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 26,399 | $811.9 萬 | 1.0% | −21,061−44.4% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 19,670 | $688.9 萬 | 0.8% | +17,390+762.7% | 加碼 | 歷史 |
| SYBTStock Yards Bancorp, Inc. | COM | 61,517 | $502.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 25,599 | $398.2 萬 | 0.5% | −135−0.5% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 5 | $360.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,371 | $354.2 萬 | 0.4% | +260+3.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 17,235 | $307.9 萬 | 0.4% | −40−0.2% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 6,473 | $280.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 12,565 | $276.3 萬 | 0.3% | +44+0.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 20,556 | $228.3 萬 | 0.3% | −96,113−82.4% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 6,843 | $203.1 萬 | 0.2% | −152−2.2% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 10,355 | $202.7 萬 | 0.2% | +13+0.1% | 加碼 | 歷史 |
| CHDNChurchill Downs Inc | COM | 17,046 | $178.9 萬 | 0.2% | −109,075−86.5% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 5,534 | $163.0 萬 | 0.2% | −65−1.2% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 4,807 | $146.6 萬 | 0.2% | −261−5.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,859 | $142.8 萬 | 0.2% | −168−1.9% | 減碼 | 歷史 |
| KRKroger Co | Stock | 18,696 | $131.3 萬 | 0.2% | −1,000−5.1% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 2,284 | $120.1 萬 | 0.1% | −143−5.9% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 4,606 | $118.1 萬 | 0.1% | −207−4.3% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,860 | $116.0 萬 | 0.1% | +237+14.6% | 加碼 | – |
| ALLAllstate Corp | Stock | 5,882 | $114.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 15,747 | $111.7 萬 | 0.1% | +187+1.2% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 2,691 | $105.4 萬 | 0.1% | −165−5.8% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 6,050 | $103.2 萬 | 0.1% | −900−12.9% | 減碼 | 歷史 |
| TRMKTrustmark Corp | COM | 26,864 | $102.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,461 | $90.6 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 4,706 | $89.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 5,818 | $86.1 萬 | 0.1% | −143−2.4% | 減碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 6,525 | $84.3 萬 | 0.1% | 00.0% | 不變 | – |
| HONHoneywell International Inc | COM | 3,249 | $77.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 5,364 | $76.6 萬 | 0.1% | −100−1.8% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 949 | $74.0 萬 | 0.1% | −20,416−95.6% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 8,607 | $70.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,297 | $70.2 萬 | 0.1% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 3,599 | $68.7 萬 | 0.1% | +100+2.9% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 516 | $66.3 萬 | 0.1% | −22−4.1% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,164 | $65.4 萬 | 0.1% | +2+0.2% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 2,590 | $63.2 萬 | 0.1% | −133−4.9% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 6,990 | $62.4 萬 | 0.1% | 00.0% | 不變依 15 比 1 拆股換算 | 歷史 |
| CLColgate Palmolive Co | Stock | 6,696 | $61.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 8,392 | $61.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,997 | $58.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,000 | $52.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AZOAutoZone Inc | COM | 142 | $52.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,683 | $52.0 萬 | 0.1% | +9+0.5% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 944 | $52.0 萬 | 0.1% | 00.0% | 不變 | – |
| SHOPShopify Inc. | Stock | 4,425 | $50.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 4,995 | $48.8 萬 | 0.1% | +97+2.0% | 加碼 | 歷史 |
| BF.ABrown Forman Corp | CL A | 15,887 | $46.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,552 | $45.6 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 15,544 | $45.3 萬 | 0.1% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 3,657 | $45.0 萬 | 0.1% | +29+0.8% | 加碼 | 歷史 |
| CINFCincinnati Financial Corp | COM | 2,965 | $43.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COFCapital One Financial Corp | Stock | 1,976 | $43.2 萬 | 0.1% | +1,976 | 新進 | 歷史 |
| DOVDOVER Corp | COM | 2,070 | $38.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 817 | $37.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,716 | $37.1 萬 | <0.1% | −93−3.3% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 1,268 | $36.9 萬 | <0.1% | −71−5.3% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 339 | $36.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 4,472 | $35.0 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,220 | $34.9 萬 | <0.1% | 00.0% | 不變 | – |
| DEDeere & Co | Stock | 663 | $34.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 836 | $33.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GPCGenuine Parts Co | Stock | 2,608 | $33.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 1,423 | $32.7 萬 | <0.1% | +1,423 | 新進 | 歷史 |
| USBUS Bancorp DE | COM NEW | 6,736 | $32.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 4,589 | $31.9 萬 | <0.1% | −666−12.7% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（8 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CMICummins Inc | Stock | 42,320 | $1,241 萬 | 1.6% | 歷史 |
| HSYHershey Co | COM | 67,596 | $1,104 萬 | 1.4% | 歷史 |
| LULUlululemon athletica inc. | Stock | 28,376 | $760.2 萬 | 1.0% | 歷史 |
| NOWServiceNow, Inc. | Stock | 5,466 | $516.7 萬 | 0.7% | 歷史 |
| DECKDeckers Outdoor Corp | COM | 8,235 | $89.9 萬 | 0.1% | 歷史 |
| DFSDiscover Financial Services | COM | 1,940 | $35.9 萬 | <0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 4,548 | $29.7 萬 | <0.1% | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 10,134 | $20.7 萬 | <0.1% | – |