BINGHAM PRIVATE WEALTH, LLC
- SEC CIK
- 0002063211
2026 年第 2 季 持倉
持倉截至 2026/6/30,申報日 2026/8/11。SEC
- 持股檔數
- 178
- 較 2026 年第 1 季 +14
- 總值
- $1.45 億
- 較 2026 年第 1 季 +$1,931.34 萬 (+15.3%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| AAPLAPPLE INC COM | Stock | 18,959 | $548.59 萬 | 3.78% | +6,654+54.1% | 加碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 21,899 | $521.93 萬 | 3.59% | +1,412+6.9% | 加碼 | 查看 |
| NVDANVIDIA CORPORATION COM | Stock | 24,643 | $493.09 萬 | 3.39% | −2,015−7.6% | 減碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 12,508 | $466.58 萬 | 3.21% | +994+8.6% | 加碼 | 查看 |
| AVGOBROADCOM INC COM | Stock | 10,836 | $409.33 萬 | 2.82% | −232−2.1% | 減碼 | 查看 |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 5,378 | $401.63 萬 | 2.76% | +207+4.0% | 加碼 | 查看 |
| GOOGLALPHABET INC CAP STK CL A | Stock | 9,978 | $356.58 萬 | 2.45% | −3,303−24.9% | 減碼 | 查看 |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R663 | ETF | 34,328 | $314.58 萬 | 2.16% | +3,231+10.4% | 加碼 | – |
| INVESCO EXCH TRADED FD TR II46138E420 | RUSEL 1000 EQL | 47,694 | $282.61 萬 | 1.94% | +2,569+5.7% | 加碼 | – |
| CSCOCISCO SYS INC COM | Stock | 22,794 | $267.74 萬 | 1.84% | −3,551−13.5% | 減碼 | 查看 |
| ISHARES TR464288661 | 3 7 YR TREAS BD | 19,789 | $232.42 萬 | 1.60% | +2,759+16.2% | 加碼 | – |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 4,571 | $218.3 萬 | 1.50% | +84+1.9% | 加碼 | 查看 |
| ABBVABBVIE INC COM | Stock | 8,615 | $216.79 萬 | 1.49% | +2,211+34.5% | 加碼 | 查看 |
| JPMJPMORGAN CHASE & CO COM | Stock | 6,230 | $203.94 萬 | 1.40% | +59+1.0% | 加碼 | 查看 |
| BNBROOKFIELD CORP | CL A LTD VT SH | 42,554 | $181.24 萬 | 1.25% | +5,071+13.5% | 加碼 | 查看 |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 905 | $180.04 萬 | 1.24% | −544−37.5% | 減碼 | 查看 |
| GEVGE VERNOVA INC COM | Stock | 1,528 | $179.47 萬 | 1.24% | +25+1.7% | 加碼 | 查看 |
| ISHARES TR464288588 | MBS ETF | 18,953 | $179.14 萬 | 1.23% | +3,098+19.5% | 加碼 | – |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 6,273 | $176.38 萬 | 1.21% | +39+0.6% | 加碼 | 查看 |
| VVISA INC COM CL A | Stock | 4,970 | $170.52 萬 | 1.17% | +181+3.8% | 加碼 | 查看 |
| PMPHILIP MORRIS INTL INC COM | Stock | 8,956 | $162.02 萬 | 1.11% | +394+4.6% | 加碼 | 查看 |
| ISHARES TR464288646 | ISHS 1-5YR INVS | 30,337 | $159 萬 | 1.09% | +4,067+15.5% | 加碼 | – |
| GILDGILEAD SCIENCES INC COM | Stock | 11,946 | $150.93 萬 | 1.04% | +21+0.2% | 加碼 | 查看 |
| GEGE AEROSPACE COM NEW | Stock | 4,006 | $149.7 萬 | 1.03% | +3,045+316.9% | 加碼 | 查看 |
| ISHARES TR464287440 | 7-10 YR TRSY BD | 14,541 | $137.51 萬 | 0.95% | +3,341+29.8% | 加碼 | – |
| PWRQUANTA SVCS INC | COM | 1,892 | $136.23 萬 | 0.94% | −612−24.4% | 減碼 | 查看 |
| WMTWALMART INC COM | Stock | 11,332 | $128.35 萬 | 0.88% | +118+1.1% | 加碼 | 查看 |
| CVXCHEVRON CORPORATION COM | Stock | 7,353 | $121.91 萬 | 0.84% | +85+1.2% | 加碼 | 查看 |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 1,272 | $119.03 萬 | 0.82% | +37+3.0% | 加碼 | 查看 |
| NFLXNETFLIX INC. COM | Stock | 16,369 | $116.87 萬 | 0.80% | +10,577+182.6% | 加碼 | 查看 |
| TSLATESLA INC COM | Stock | 2,744 | $115.41 萬 | 0.79% | −32−1.2% | 減碼 | 查看 |
| LLYELI LILLY & CO COM | Stock | 941 | $112.85 萬 | 0.78% | −24−2.5% | 減碼 | 查看 |
| JNJJOHNSON & JOHNSON COM | Stock | 4,346 | $110.41 萬 | 0.76% | +27+0.6% | 加碼 | 查看 |
| UBERUBER TECHNOLOGIES INC COM | Stock | 14,972 | $108.04 萬 | 0.74% | +7,119+90.7% | 加碼 | 查看 |
| CATCATERPILLAR INC COM | Stock | 1,012 | $107.78 萬 | 0.74% | +26+2.6% | 加碼 | 查看 |
| CRHCRH PLC | ORD | 9,960 | $106.57 萬 | 0.73% | 00.0% | 不變 | 查看 |
| GOOGALPHABET INC CAP STK CL C | Stock | 2,989 | $105.61 萬 | 0.73% | −32−1.1% | 減碼 | 查看 |
| METAMETA PLATFORMS INC CL A | Stock | 1,835 | $103.36 萬 | 0.71% | −875−32.3% | 減碼 | 查看 |
| STXSEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 1,048 | $101.13 萬 | 0.70% | −671−39.0% | 減碼 | 查看 |
| WMBWILLIAMS COS INC | COM | 13,443 | $99.94 萬 | 0.69% | +1,269+10.4% | 加碼 | 查看 |
| MAMASTERCARD INCORPORATED CL A | Stock | 1,946 | $99.93 萬 | 0.69% | +221+12.8% | 加碼 | 查看 |
| BACBANK OF AMER CORP COM | Stock | 16,693 | $95.12 萬 | 0.65% | +480+3.0% | 加碼 | 查看 |
| KLACKLA CORP | COM NEW | 3,150 | $95.04 萬 | 0.65% | +2,812+832.0% | 加碼 | 查看 |
| CCITIGROUP INC COM NEW | Stock | 6,637 | $92.89 萬 | 0.64% | −820−11.0% | 減碼 | 查看 |
| DELLDELL TECHNOLOGIES INC CL C | Stock | 2,151 | $92.81 萬 | 0.64% | −3,632−62.8% | 減碼 | 查看 |
| MRKMERCK & CO INC COM | Stock | 7,105 | $91.32 萬 | 0.63% | +1,114+18.6% | 加碼 | 查看 |
| RACEFERRARI N V | COM | 2,443 | $90.95 萬 | 0.63% | +2,443 | 新進 | 查看 |
| ABNBAIRBNB INC COM CL A | Stock | 6,174 | $88.35 萬 | 0.61% | +867+16.3% | 加碼 | 查看 |
| NEENEXTERA ENERGY INC COM | Stock | 9,768 | $85.74 萬 | 0.59% | +270+2.8% | 加碼 | 查看 |
| LNGCHENIERE ENERGY INC | COM NEW | 3,534 | $84.47 萬 | 0.58% | +477+15.6% | 加碼 | 查看 |
| AMATAPPLIED MATLS INC COM | Stock | 1,167 | $84.37 萬 | 0.58% | −5−0.4% | 減碼 | 查看 |
| VZVERIZON COMMUNICATIONS INC COM | Stock | 19,781 | $83.83 萬 | 0.58% | +1,368+7.4% | 加碼 | 查看 |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 1,987 | $82.59 萬 | 0.57% | +414+26.3% | 加碼 | 查看 |
| CBCHUBB LIMITED COM | Stock | 2,391 | $81.47 萬 | 0.56% | +578+31.9% | 加碼 | 查看 |
| FDXFEDEX CORP COM | Stock | 2,600 | $81.41 萬 | 0.56% | −613−19.1% | 減碼 | 查看 |
| SLBSLB LIMITED COM STK | Stock | 17,468 | $81.21 萬 | 0.56% | +2,619+17.6% | 加碼 | 查看 |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 1,377 | $79.99 萬 | 0.55% | +1,377 | 新進 | 查看 |
| RTXRTX CORPORATION COM | Stock | 4,175 | $79.21 萬 | 0.55% | +119+2.9% | 加碼 | 查看 |
| AZNASTRAZENECA PLC ORD | ADR | 4,104 | $77.82 萬 | 0.54% | +138+3.5% | 加碼 | 查看 |
| KOCOCA COLA CO COM | Stock | 9,501 | $77.21 萬 | 0.53% | +555+6.2% | 加碼 | 查看 |
| SCHWCHARLES SCHWAB CORP (THE) COM | Stock | 8,015 | $73.96 萬 | 0.51% | +2,351+41.5% | 加碼 | 查看 |
| PLDPROLOGIS INC. COM | REIT | 5,406 | $73.24 萬 | 0.50% | +220+4.2% | 加碼 | 查看 |
| PEPPEPSICO INC COM | Stock | 5,165 | $69.98 萬 | 0.48% | +257+5.2% | 加碼 | 查看 |
| TMUST-MOBILE US INC COM | Stock | 4,149 | $69.58 萬 | 0.48% | −139−3.2% | 減碼 | 查看 |
| ISHARES TR464288638 | ISHS 5-10YR INVT | 13,065 | $69.47 萬 | 0.48% | +587+4.7% | 加碼 | – |
| ISHARES TR464287457 | 1 3 YR TREAS BD | 8,406 | $69.02 萬 | 0.47% | +2,102+33.3% | 加碼 | – |
| WFCWELLS FARGO & CO COM | Stock | 8,296 | $68.56 萬 | 0.47% | −213−2.5% | 減碼 | 查看 |
| DASHDOORDASH INC CL A | Stock | 3,684 | $67.98 萬 | 0.47% | +391+11.9% | 加碼 | 查看 |
| TDGTRANSDIGM GROUP INC | COM | 494 | $65.8 萬 | 0.45% | +28+6.0% | 加碼 | 查看 |
| VRTXVERTEX PHARMACEUTICALS INC COM | Stock | 1,292 | $64.18 萬 | 0.44% | +1,292 | 新進 | 查看 |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 1,269 | $63.5 萬 | 0.44% | +13+1.0% | 加碼 | 查看 |
| LUVSOUTHWEST AIRLS CO | COM | 12,017 | $61.79 萬 | 0.43% | +179+1.5% | 加碼 | 查看 |
| URIUNITED RENTALS INC | COM | 529 | $59.93 萬 | 0.41% | +85+19.1% | 加碼 | 查看 |
| FCXFREEPORT MCMORAN INC CL B | Stock | 9,493 | $59.7 萬 | 0.41% | +263+2.8% | 加碼 | 查看 |
| COPCONOCOPHILLIPS COM | Stock | 5,692 | $59.17 萬 | 0.41% | +104+1.9% | 加碼 | 查看 |
| ALLALLSTATE CORP COM | Stock | 2,437 | $57.99 萬 | 0.40% | +113+4.9% | 加碼 | 查看 |
| GLDSPDR GOLD SHARES | ETF | 1,562 | $57.54 萬 | 0.40% | +20+1.3% | 加碼 | 查看 |
| TMOTHERMO FISHER SCIENTIFIC INC COM | Stock | 1,096 | $54.95 萬 | 0.38% | +70+6.8% | 加碼 | 查看 |
| BTIBRITISH AMERN TOB PLC | SPONSORED ADR | 8,877 | $54.82 萬 | 0.38% | +482+5.7% | 加碼 | 查看 |
| AMGNAMGEN INC COM | Stock | 1,486 | $53.79 萬 | 0.37% | −6−0.4% | 減碼 | 查看 |
| GSGOLDMAN SACHS GROUP INC COM | Stock | 526 | $53.2 萬 | 0.37% | +16+3.1% | 加碼 | 查看 |
| ISHARES TR464287432 | 20 YR TR BD ETF | 6,143 | $53.09 萬 | 0.37% | −311−4.8% | 減碼 | – |
| HLTHILTON WORLDWIDE HLDGS INC | COM | 1,599 | $52.84 萬 | 0.36% | −423−20.9% | 減碼 | 查看 |
| MOALTRIA GROUP INC COM | Stock | 7,271 | $52.31 萬 | 0.36% | −98−1.3% | 減碼 | 查看 |
| GMGENERAL MTRS CO | COM | 6,717 | $51.77 萬 | 0.36% | +337+5.3% | 加碼 | 查看 |
| APHAMPHENOL CORP NEW | CL A | 2,908 | $51.27 萬 | 0.35% | +311+12.0% | 加碼 | 查看 |
| LINLINDE PLC SHS | Stock | 983 | $51.01 萬 | 0.35% | +30+3.1% | 加碼 | 查看 |
| ENBENBRIDGE INC COM | Stock | 9,356 | $50.72 萬 | 0.35% | +360+4.0% | 加碼 | 查看 |
| COFCAPITAL ONE FINL CORP COM | Stock | 2,454 | $49.23 萬 | 0.34% | −10.0% | 減碼 | 查看 |
| NRGNRG ENERGY INC COM NEW | Stock | 3,250 | $47.47 萬 | 0.33% | +1,188+57.6% | 加碼 | 查看 |
| NOCNORTHROP GRUMMAN CORP COM | Stock | 931 | $47.42 萬 | 0.33% | +12+1.3% | 加碼 | 查看 |
| TFCTRUIST FINL CORP | COM | 9,516 | $47.41 萬 | 0.33% | +40.0% | 加碼 | 查看 |
| PFEPFIZER INC COM | Stock | 18,802 | $45.28 萬 | 0.31% | +322+1.7% | 加碼 | 查看 |
| PRUPRUDENTIAL FINL INC COM | Stock | 4,093 | $44.18 萬 | 0.30% | +121+3.0% | 加碼 | 查看 |
| VLOVALERO ENERGY CORP COM | Stock | 1,673 | $43.57 萬 | 0.30% | +71+4.4% | 加碼 | 查看 |
| METMETLIFE INC COM | Stock | 5,094 | $43.1 萬 | 0.30% | 00.0% | 不變 | 查看 |
| DHRDANAHER CORP DEL COM | Stock | 2,253 | $42.92 萬 | 0.30% | +63+2.9% | 加碼 | 查看 |
| DEDEERE & CO COM | Stock | 665 | $42.18 萬 | 0.29% | +121+22.2% | 加碼 | 查看 |
| MCKMCKESSON CORP COM | Stock | 554 | $41.86 萬 | 0.29% | −189−25.4% | 減碼 | 查看 |
| KKRKKR & CO INC | COM | 4,550 | $41.76 萬 | 0.29% | +760+20.1% | 加碼 | 查看 |
2026 年第 1 季 之後清倉(17 檔)
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| XOMEXXON MOBIL CORP | COM | 13,489 | $228.87 萬 | 1.82% |
| ISHARES RUSSELL 1000 VALUE ETF464287598 | ETF | 2,549 | $54.46 萬 | 0.43% |
| QCOMQUALCOMM INC COM | Stock | 3,057 | $39.37 萬 | 0.31% |
| BLKBLACKROCK INC COM | Stock | 388 | $37.31 萬 | 0.30% |
| PPLPPL CORP | COM | 8,307 | $31.73 萬 | 0.25% |
| SNYSANOFI SA | SPONSORED ADR | 5,941 | $28.62 萬 | 0.23% |
| EMBJEMBRAER S.A. SPONSORED ADS | ADR | 4,441 | $26.35 萬 | 0.21% |
| AEMAGNICO EAGLE MINES LTD COM | Stock | 1,165 | $23.65 萬 | 0.19% |
| GFIGOLD FIELDS LTD | SPONSORED ADR | 5,149 | $23.38 萬 | 0.19% |
| BVNCOMPANIA DE MINAS BUENAVENTU | SPONSORED ADR | 6,336 | $22.83 萬 | 0.18% |
| RYAAYRYANAIR HOLDINGS PLC | SPONSORED ADR | 3,644 | $21.06 萬 | 0.17% |
| NVONOVO-NORDISK A S ADR | ADR | 5,621 | $20.66 萬 | 0.16% |
| HMYHARMONY GOLD MNG LTD SPONSORED ADR | ADR | 10,881 | $16.72 萬 | 0.13% |
| SBSWSIBANYE STILLWATER LTD | SPONSORED ADR | 13,323 | $16.41 萬 | 0.13% |
| VNETVNET GROUP INC | SPONSORED ADS A | 16,762 | $14.06 萬 | 0.11% |
| SANBANCO SANTANDER SA | ADR | 10,562 | $11.91 萬 | 0.09% |
| VLRSCONTROLADORA VUELA COMP DE A | SPON ADR RP 10 | 13,764 | $9.97 萬 | 0.08% |
各季 13F 申報
| 季度 | 申報日 | 持股檔數 | 總值 | 變化 | 申報原文 |
|---|---|---|---|---|---|
| 2026 年第 2 季 | 2026/8/11 | 178 | $1.45 億 | 與 2026 年第 1 季 比較 | SEC |
| 2026 年第 1 季 | 2026/5/7 | 164 | $1.26 億 | 與 2025 年第 4 季 比較 | SEC |
| 2025 年第 4 季 | 2026/1/23 | 151 | $1.16 億 | – | SEC |
| 2025 年第 2 季 | 2025/7/23 | 158 | $1.05 億 | 與 2025 年第 1 季 比較 | SEC |
| 2025 年第 1 季 | 2025/5/5 | 152 | $9,674.77 萬 | 與 2024 年第 4 季 比較 | SEC |
| 2024 年第 4 季 | 2025/5/5 | 142 | $9,398.39 萬 | – | SEC |