Bingham Private Wealth, LLC
- SEC CIK
- 0002063211
- 最新申報
- 2026/8/11
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/23 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 158
- 較 2025 年第 1 季 +6
- 總值
- $1.05 億
- 較 2025 年第 1 季 +$816.7 萬 (+8.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 15,541 | $524.8 萬 | 5.0% | +4,811+44.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 16,028 | $351.6 萬 | 3.4% | +2,642+19.7% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 10,959 | $302.1 萬 | 2.9% | −237−2.1% | 減碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 31,465 | $288.6 萬 | 2.8% | −4,138−11.6% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 16,871 | $266.5 萬 | 2.5% | −1,067−5.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,760 | $232.3 萬 | 2.2% | +29+0.8% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 15,852 | $223.2 萬 | 2.1% | +4,456+39.1% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E420 | RUSEL 1000 EQL | 44,752 | $220.4 萬 | 2.1% | +8,568+23.7% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 11,574 | $204.0 萬 | 1.9% | −340−2.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,882 | $199.5 萬 | 1.9% | −297−4.1% | 減碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 19,292 | $181.1 萬 | 1.7% | +1,485+8.3% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 5,973 | $176.1 萬 | 1.7% | +79+1.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,220 | $163.9 萬 | 1.6% | +252+12.8% | 加碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 13,030 | $155.2 萬 | 1.5% | +649+5.2% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 21,959 | $152.4 萬 | 1.5% | −144−0.7% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 4,230 | $150.2 萬 | 1.4% | −293−6.5% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 15,038 | $147.0 萬 | 1.4% | +347+2.4% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 7,213 | $131.4 萬 | 1.3% | −190−2.6% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 11,688 | $129.6 萬 | 1.2% | +17+0.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 11,959 | $128.9 萬 | 1.2% | −37−0.3% | 減碼 | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 20,766 | $128.4 萬 | 1.2% | −135−0.6% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 2,278 | $128.0 萬 | 1.2% | +50+2.2% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 23,762 | $125.4 萬 | 1.2% | +97+0.4% | 加碼 | – |
| TMUST-Mobile US, Inc. | Stock | 4,553 | $108.5 萬 | 1.0% | +280+6.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,840 | $108.4 萬 | 1.0% | −608−9.4% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,911 | $103.8 萬 | 1.0% | −18−0.9% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,289 | $103.3 萬 | 1.0% | −11−0.8% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 6,943 | $99.4 萬 | 0.9% | +409+6.3% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 2,516 | $95.1 萬 | 0.9% | −204−7.5% | 減碼 | 歷史 |
| CRHCRH Public Ltd Co | ORD | 10,010 | $91.9 萬 | 0.9% | −323−3.1% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,730 | $86.7 萬 | 0.8% | −429−13.6% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 788 | $82.7 萬 | 0.8% | +245+45.1% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 6,225 | $82.4 萬 | 0.8% | +57+0.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 998 | $77.8 萬 | 0.7% | +8+0.8% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 3,370 | $76.6 萬 | 0.7% | −189−5.3% | 減碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 7,706 | $73.8 萬 | 0.7% | −39−0.5% | 減碼 | – |
| GEVGE Vernova Inc. | Stock | 1,371 | $72.5 萬 | 0.7% | −717−34.3% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 11,547 | $72.5 萬 | 0.7% | −665−5.4% | 減碼 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 2,719 | $72.4 萬 | 0.7% | +77+2.9% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 7,751 | $72.3 萬 | 0.7% | −3,211−29.3% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 2,902 | $70.7 萬 | 0.7% | −16−0.5% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 526 | $70.5 萬 | 0.7% | −182−25.7% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 5,597 | $68.6 萬 | 0.7% | −16−0.3% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 7,943 | $67.6 萬 | 0.6% | +288+3.8% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 14,908 | $64.5 萬 | 0.6% | −313−2.1% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 4,284 | $62.6 萬 | 0.6% | +170+4.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 13,003 | $61.5 萬 | 0.6% | −2,257−14.8% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 2,050 | $61.3 萬 | 0.6% | −133−6.1% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,237 | $61.0 萬 | 0.6% | −47−2.1% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 6,638 | $60.6 萬 | 0.6% | −324−4.7% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 7,406 | $59.3 萬 | 0.6% | +521+7.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 8,728 | $57.4 萬 | 0.5% | +4,827+123.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 13,030 | $57.3 萬 | 0.5% | +5,116+64.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 570 | $56.4 萬 | 0.5% | −18−3.1% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,386 | $56.2 萬 | 0.5% | +6+0.4% | 加碼 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 10,344 | $55.1 萬 | 0.5% | +41+0.4% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 4,138 | $54.6 萬 | 0.5% | −367−8.1% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 16,055 | $54.3 萬 | 0.5% | +22+0.1% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 6,329 | $52.4 萬 | 0.5% | +23+0.4% | 加碼 | – |
| PLDPrologis, Inc. | REIT | 4,983 | $52.4 萬 | 0.5% | +2,739+122.1% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 2,432 | $51.7 萬 | 0.5% | −273−10.1% | 減碼 | 歷史 |
| TDGTransDigm Group INC | COM | 339 | $51.5 萬 | 0.5% | −19−5.3% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 5,592 | $49.3 萬 | 0.5% | +34+0.6% | 加碼 | – |
| CBChubb Ltd | Stock | 1,703 | $49.3 萬 | 0.5% | +1,703 | 新進 | 歷史 |
| MCKMcKesson Corp | Stock | 659 | $48.3 萬 | 0.5% | +83+14.4% | 加碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 5,635 | $48.2 萬 | 0.5% | −26−0.5% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 6,946 | $48.2 萬 | 0.5% | +977+16.4% | 加碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 3,579 | $47.6 萬 | 0.5% | +6+0.2% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 8,108 | $47.5 萬 | 0.5% | −626−7.2% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 4,500 | $47.5 萬 | 0.5% | +28+0.6% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 10,445 | $47.3 萬 | 0.5% | −391−3.6% | 減碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 3,249 | $46.9 萬 | 0.4% | +51+1.6% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 937 | $46.8 萬 | 0.4% | +39+4.3% | 加碼 | 歷史 |
| CRBGCorebridge Financial, Inc. | COM | 12,763 | $45.3 萬 | 0.4% | −1,699−11.7% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,842 | $45.3 萬 | 0.4% | +659+30.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,228 | $45.0 萬 | 0.4% | −85−6.5% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 1,305 | $44.8 萬 | 0.4% | −62−4.5% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 633 | $44.8 萬 | 0.4% | −36−5.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 914 | $44.4 萬 | 0.4% | −50−5.2% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,911 | $43.3 萬 | 0.4% | −238−11.1% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,162 | $43.0 萬 | 0.4% | +10+0.3% | 加碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 3,986 | $42.8 萬 | 0.4% | −42−1.0% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 5,247 | $42.2 萬 | 0.4% | −325−5.8% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,317 | $41.1 萬 | 0.4% | −403−23.4% | 減碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 5,772 | $40.3 萬 | 0.4% | +106+1.9% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 858 | $40.3 萬 | 0.4% | −7−0.8% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 9,323 | $40.1 萬 | 0.4% | −824−8.1% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,407 | $39.3 萬 | 0.4% | −1−0.1% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 895 | $39.1 萬 | 0.4% | −49−5.2% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 8,792 | $38.1 萬 | 0.4% | +1,850+26.6% | 加碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 2,262 | $36.3 萬 | 0.3% | −941−29.4% | 減碼 | 歷史 |
| LUVSouthwest Airlines Co | COM | 10,880 | $35.3 萬 | 0.3% | +387+3.7% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 907 | $35.2 萬 | 0.3% | −23−2.5% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,547 | $34.3 萬 | 0.3% | −153−9.0% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 14,152 | $34.3 萬 | 0.3% | −547−3.7% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 1,268 | $33.8 萬 | 0.3% | −241−16.0% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,227 | $33.5 萬 | 0.3% | −458−9.8% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 3,708 | $33.3 萬 | 0.3% | +205+5.9% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 3,870 | $33.0 萬 | 0.3% | 00.0% | 不變 | – |
| PHParker-Hannifin Corp | Stock | 472 | $33.0 萬 | 0.3% | +15+3.3% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（6 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 |
|---|---|---|---|---|---|
| ORCLOracle Corp | Stock | 2,103 | $29.4 萬 | 0.3% | 歷史 |
| GLPIGaming & Leisure Properties, Inc. | COM | 5,667 | $28.8 萬 | 0.3% | 歷史 |
| CMCSAComcast Corp | Stock | 6,395 | $23.6 萬 | 0.2% | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 901 | $22.0 萬 | 0.2% | 歷史 |
| ZTSZoetis Inc. | Stock | 1,229 | $20.2 萬 | 0.2% | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 1,651 | $20.1 萬 | 0.2% | – |