Barlow Wealth Partners, Inc.
- SEC CIK
- 0001999928
- 最新申報
- 2026/7/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 149
- 較 2026 年第 1 季 +12
- 總值
- $9.26 億
- 較 2026 年第 1 季 +$2,554 萬 (+2.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 173,030 | $6,207 萬 | 6.7% | −25,958−13.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 225,776 | $4,609 萬 | 5.0% | +3,028+1.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 101,834 | $3,904 萬 | 4.2% | +640+0.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 109,392 | $3,802 萬 | 4.1% | +1,251+1.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 117,646 | $3,687 萬 | 4.0% | −4,589−3.8% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 35,455 | $3,379 萬 | 3.7% | +345+1.0% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 209,411 | $3,200 萬 | 3.5% | +3,442+1.7% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 16,634 | $2,942 萬 | 3.2% | −2,101−11.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 57,201 | $2,830 萬 | 3.1% | +874+1.6% | 加碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 20,912 | $2,823 萬 | 3.0% | +148+0.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 85,274 | $2,819 萬 | 3.0% | +913+1.1% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 33,820 | $2,769 萬 | 3.0% | +16,596+96.4% | 加碼 | 歷史 |
| HLIHoulihan Lokey, Inc. | CL A | 205,696 | $2,763 萬 | 3.0% | +537+0.3% | 加碼 | 歷史 |
| FTITechnipFMC plc | COM | 389,000 | $2,738 萬 | 3.0% | −49,429−11.3% | 減碼 | 歷史 |
| MLIMueller Industries Inc | COM | 463,736 | $2,585 萬 | 2.8% | +210,169+82.9% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 248,860 | $2,531 萬 | 2.7% | +4,867+2.0% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 57,667 | $2,520 萬 | 2.7% | −752−1.3% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 157,525 | $2,469 萬 | 2.7% | −3,746−2.3% | 減碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 32,066 | $2,466 萬 | 2.7% | −4,454−12.2% | 減碼 | 歷史 |
| RACEFerrari N.V. | COM | 61,855 | $2,320 萬 | 2.5% | +562+0.9% | 加碼 | 歷史 |
| RGLDRoyal Gold Inc | Stock | 113,300 | $2,175 萬 | 2.3% | +874+0.8% | 加碼 | 歷史 |
| TKOTKO Group Holdings, Inc. | CL A | 110,783 | $2,137 萬 | 2.3% | −16,011−12.6% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 288,435 | $2,123 萬 | 2.3% | +288,435 | 新進 | 歷史 |
| WRBBerkley W R Corp | COM | 271,315 | $1,934 萬 | 2.1% | +1,031+0.4% | 加碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 76,268 | $1,857 萬 | 2.0% | +554+0.7% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 66,046 | $1,615 萬 | 1.7% | +14,114+27.2% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 95,913 | $1,598 萬 | 1.7% | +29,293+44.0% | 加碼 | 歷史 |
| FICOFair Isaac Corp | COM | 12,601 | $1,595 萬 | 1.7% | −2,674−17.5% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 30,786 | $1,534 萬 | 1.7% | +375+1.2% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 41,262 | $1,123 萬 | 1.2% | +27,111+191.6% | 加碼 | 歷史 |
| MORNMorningstar, Inc. | COM | 57,602 | $950.6 萬 | 1.0% | −118−0.2% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 24,463 | $644.4 萬 | 0.7% | +433+1.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 17,090 | $618.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| SYBTStock Yards Bancorp, Inc. | COM | 61,517 | $463.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 19,487 | $430.6 萬 | 0.5% | −16,032−45.1% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 5 | $374.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NOWServiceNow, Inc. | Stock | 30,921 | $333.3 萬 | 0.4% | +30,921 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 19,597 | $276.6 萬 | 0.3% | +20.0% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 5,578 | $263.4 萬 | 0.3% | −61−1.1% | 減碼 | 歷史 |
| TXRHTexas Roadhouse, Inc. | COM | 14,477 | $263.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 10,415 | $256.8 萬 | 0.3% | +24+0.2% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 4,378 | $249.8 萬 | 0.3% | −340−7.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 9,637 | $234.8 萬 | 0.3% | −79,988−89.2% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 5,739 | $211.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,448 | $176.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 5,534 | $154.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ALLAllstate Corp | Stock | 5,905 | $148.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 6,050 | $135.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 16,061 | $133.9 萬 | 0.1% | +500+3.2% | 加碼 | 歷史 |
| CHDNChurchill Downs Inc | COM | 15,546 | $132.6 萬 | 0.1% | −250−1.6% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,630 | $122.1 萬 | 0.1% | 00.0% | 不變 | – |
| TRMKTrustmark Corp | COM | 26,864 | $121.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,622 | $120.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 4,557 | $120.8 萬 | 0.1% | +283+6.6% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 4,569 | $110.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 7,401 | $109.8 萬 | 0.1% | −370−4.8% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,334 | $109.5 萬 | 0.1% | +692+19.0% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 4,964 | $108.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KRKroger Co | Stock | 17,696 | $105.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,448 | $104.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BF.BBrown Forman Corp | Stock | 40,023 | $103.2 萬 | 0.1% | −42−0.1% | 減碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 6,525 | $101.7 萬 | 0.1% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 5,363 | $94.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,490 | $94.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 2,205 | $91.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 2,076 | $89.4 萬 | 0.1% | −9−0.4% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 2,556 | $83.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,196 | $80.9 萬 | 0.1% | 00.0% | 不變 | – |
| ORLYO Reilly Automotive Inc | Stock | 9,465 | $80.4 萬 | 0.1% | +1,875+24.7% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 836 | $79.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HUMHumana Inc | Stock | 1,931 | $76.5 萬 | 0.1% | −293−13.2% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,007 | $71.6 萬 | 0.1% | 00.0% | 不變 | – |
| MELIMercadolibre Inc | COM | 388 | $70.2 萬 | 0.1% | −42−9.8% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,797 | $67.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 7,632 | $66.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 19,284 | $66.0 萬 | 0.1% | +3,740+24.1% | 加碼 | – |
| ACNAccenture plc | Stock | 4,731 | $64.9 萬 | 0.1% | −749−13.7% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,242 | $64.6 萬 | 0.1% | +272+28.0% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 6,407 | $62.0 萬 | 0.1% | −200−3.0% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,646 | $61.6 萬 | 0.1% | +93+6.0% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 6,534 | $60.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,152 | $60.2 萬 | 0.1% | +2,364+300.0% | 加碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 350 | $59.0 萬 | 0.1% | −14−3.8% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,000 | $56.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,438 | $55.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,552 | $55.5 萬 | 0.1% | 00.0% | 不變 | – |
| CINFCincinnati Financial Corp | COM | 2,965 | $53.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SHOPShopify Inc. | Stock | 4,425 | $52.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DOVDOVER Corp | COM | 2,270 | $48.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 4,472 | $43.9 萬 | <0.1% | 00.0% | 不變 | – |
| TXNTexas Instruments Inc | Stock | 1,453 | $43.8 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 142 | $43.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,438 | $43.6 萬 | <0.1% | +3,438 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 817 | $43.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,220 | $41.9 萬 | <0.1% | 00.0% | 不變 | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 1,492 | $41.2 萬 | <0.1% | 00.0% | 不變 | – |
| USBUS Bancorp DE | COM NEW | 6,736 | $41.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 679 | $41.0 萬 | <0.1% | −85−11.1% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 667 | $39.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CORCencora, Inc. | Stock | 1,268 | $39.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2026 年第 1 季之後清倉（2 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。