Bingham Private Wealth, LLC
- SEC CIK
- 0002063211
- 最新申報
- 2026/8/11
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/5 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 152
- 較 2024 年第 4 季 +10
- 總值
- $9,675 萬
- 較 2024 年第 4 季 +$276.4 萬 (+2.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 10,730 | $402.8 萬 | 4.2% | +418+4.1% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 35,603 | $326.6 萬 | 3.4% | −438−1.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 13,386 | $254.7 萬 | 2.6% | +557+4.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 11,396 | $253.2 萬 | 2.6% | −1,825−13.8% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,731 | $208.7 萬 | 2.2% | −159−4.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 17,938 | $194.4 萬 | 2.0% | +2,171+13.8% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 11,196 | $187.5 萬 | 1.9% | +289+2.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 11,914 | $184.2 萬 | 1.9% | +903+8.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,179 | $176.1 萬 | 1.8% | −389−5.1% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E420 | RUSEL 1000 EQL | 36,184 | $171.0 萬 | 1.8% | −518−1.4% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 17,807 | $167.0 萬 | 1.7% | +260+1.5% | 加碼 | – |
| VVisa Inc. | Stock | 4,523 | $158.5 萬 | 1.6% | +21+0.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,894 | $146.6 萬 | 1.5% | −144−2.4% | 減碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 12,381 | $146.3 萬 | 1.5% | −40−0.3% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 11,996 | $142.7 萬 | 1.5% | +2,398+25.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 22,103 | $136.4 萬 | 1.4% | +6,612+42.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,448 | $135.1 萬 | 1.4% | −545−7.8% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 11,671 | $130.8 萬 | 1.4% | −331−2.8% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 14,691 | $129.0 萬 | 1.3% | −484−3.2% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 23,665 | $123.9 萬 | 1.3% | +643+2.8% | 加碼 | – |
| MAMastercard Inc | Stock | 2,228 | $122.1 萬 | 1.3% | +29+1.3% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 7,403 | $117.5 萬 | 1.2% | −527−6.6% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 4,273 | $114.0 萬 | 1.2% | +258+6.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,968 | $113.4 萬 | 1.2% | +111+6.0% | 加碼 | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 20,901 | $109.5 萬 | 1.1% | +964+4.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 6,534 | $109.3 萬 | 1.1% | +137+2.1% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,929 | $95.5 萬 | 1.0% | +1+0.1% | 加碼 | 歷史 |
| CRHCRH Public Ltd Co | ORD | 10,333 | $90.9 萬 | 0.9% | −51−0.5% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,720 | $90.1 萬 | 0.9% | −59−3.3% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 3,559 | $86.8 萬 | 0.9% | +268+8.1% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,300 | $86.1 萬 | 0.9% | +196+17.8% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,159 | $81.9 萬 | 0.8% | −569−15.3% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 990 | $81.8 萬 | 0.8% | −79−7.4% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 10,962 | $79.9 萬 | 0.8% | +1,946+21.6% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 7,745 | $73.9 萬 | 0.8% | +308+4.1% | 加碼 | – |
| ABNBAirbnb, Inc. | Stock | 6,168 | $73.7 萬 | 0.8% | +985+19.0% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 12,212 | $73.0 萬 | 0.8% | +362+3.1% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 2,720 | $69.1 萬 | 0.7% | −28−1.0% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 15,221 | $69.0 萬 | 0.7% | +1,935+14.6% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,380 | $68.7 萬 | 0.7% | +514+59.4% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 2,183 | $68.1 萬 | 0.7% | −37−1.7% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,505 | $67.5 萬 | 0.7% | +1,135+33.7% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 2,918 | $67.5 萬 | 0.7% | −2−0.1% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 16,033 | $67.0 萬 | 0.7% | +1,586+11.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 708 | $66.0 萬 | 0.7% | +39+5.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,901 | $64.7 萬 | 0.7% | +263+7.2% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 2,088 | $63.7 萬 | 0.7% | +413+24.7% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 15,260 | $63.7 萬 | 0.7% | +1,307+9.4% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,284 | $61.3 萬 | 0.6% | +69+3.1% | 加碼 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 2,642 | $60.1 萬 | 0.6% | +284+12.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 7,914 | $56.7 萬 | 0.6% | +2,142+37.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 588 | $55.6 萬 | 0.6% | −1−0.2% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 6,962 | $54.5 萬 | 0.6% | +694+11.1% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 4,114 | $54.5 萬 | 0.6% | +332+8.8% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 7,655 | $54.3 萬 | 0.6% | +1,059+16.1% | 加碼 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 10,303 | $54.1 萬 | 0.6% | −98−0.9% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 8,734 | $52.4 萬 | 0.5% | +220+2.6% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 6,306 | $52.2 萬 | 0.5% | −28−0.4% | 減碼 | – |
| BLKBlackRock, Inc. | Stock | 543 | $51.4 萬 | 0.5% | −7−1.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 964 | $51.3 萬 | 0.5% | −659−40.6% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 5,613 | $51.2 萬 | 0.5% | +5,613 | 新進 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 5,558 | $50.6 萬 | 0.5% | +620+12.6% | 加碼 | – |
| TDGTransDigm Group INC | COM | 358 | $49.5 萬 | 0.5% | +32+9.8% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 6,885 | $49.4 萬 | 0.5% | +418+6.5% | 加碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 5,661 | $49.2 萬 | 0.5% | +2,349+70.9% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 2,705 | $48.5 萬 | 0.5% | +386+16.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,313 | $48.1 萬 | 0.5% | −308−19.0% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 10,836 | $48.0 萬 | 0.5% | −97−0.9% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 1,367 | $47.7 萬 | 0.5% | +62+4.8% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 898 | $46.0 萬 | 0.5% | +462+106.0% | 加碼 | 歷史 |
| CRBGCorebridge Financial, Inc. | COM | 14,462 | $45.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PRUPrudential Financial Inc | Stock | 4,028 | $45.0 萬 | 0.5% | −446−10.0% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 5,572 | $44.7 萬 | 0.5% | −104−1.8% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,408 | $43.9 萬 | 0.5% | +305+27.7% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 1,509 | $42.7 萬 | 0.4% | +116+8.3% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 5,969 | $42.3 萬 | 0.4% | +1,892+46.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,685 | $42.1 萬 | 0.4% | −1,469−23.9% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,152 | $41.8 萬 | 0.4% | +160+5.3% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 10,147 | $41.8 萬 | 0.4% | +2,880+39.6% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 5,666 | $41.6 萬 | 0.4% | +1,847+48.4% | 加碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 3,573 | $41.3 萬 | 0.4% | −80−2.2% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 865 | $40.3 萬 | 0.4% | +66+8.3% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,700 | $39.6 萬 | 0.4% | +40+2.4% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 576 | $38.8 萬 | 0.4% | +59+11.4% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 14,699 | $37.2 萬 | 0.4% | +4,592+45.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,171 | $37.0 萬 | 0.4% | −128−5.6% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 3,503 | $36.8 萬 | 0.4% | +3,503 | 新進 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 669 | $36.5 萬 | 0.4% | +95+16.6% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 4,472 | $35.8 萬 | 0.4% | +375+9.2% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,149 | $35.7 萬 | 0.4% | +155+7.8% | 加碼 | 歷史 |
| LUVSouthwest Airlines Co | COM | 10,493 | $35.2 萬 | 0.4% | +1,493+16.6% | 加碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 6,088 | $33.8 萬 | 0.3% | +6,088 | 新進 | 歷史 |
| BRBRBellring Brands, Inc. | Stock | 4,507 | $33.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,050 | $33.5 萬 | 0.3% | +666+27.9% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,183 | $33.5 萬 | 0.3% | −1,936−47.0% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 3,021 | $32.9 萬 | 0.3% | −54−1.8% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 3,870 | $31.9 萬 | 0.3% | 00.0% | 不變 | – |
| DHRDanaher Corp | Stock | 1,552 | $31.8 萬 | 0.3% | +45+3.0% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 944 | $31.8 萬 | 0.3% | +29+3.2% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 5,516 | $31.2 萬 | 0.3% | +788+16.7% | 加碼 | 歷史 |
2024 年第 4 季之後清倉（3 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。