Bingham Private Wealth, LLC
- SEC CIK
- 0002063211
- 最新申報
- 2026/8/11
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/7 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 164
- 較 2025 年第 4 季 +13
- 總值
- $1.26 億
- 較 2025 年第 4 季 +$1,014 萬 (+8.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 26,658 | $464.9 萬 | 3.7% | +829+3.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 20,487 | $426.7 萬 | 3.4% | +2,880+16.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 11,514 | $426.2 萬 | 3.4% | −5,498−32.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 13,281 | $381.9 萬 | 3.0% | +1,492+12.7% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 11,068 | $342.6 萬 | 2.7% | +311+2.9% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,171 | $336.3 萬 | 2.7% | +1,310+33.9% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 12,305 | $312.3 萬 | 2.5% | −4,641−27.4% | 減碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 31,097 | $285.0 萬 | 2.3% | +181+0.6% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E420 | RUSEL 1000 EQL | 45,125 | $248.6 萬 | 2.0% | −93−0.2% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 13,489 | $228.9 萬 | 1.8% | +1,663+14.1% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 26,345 | $204.4 萬 | 1.6% | +2,702+11.4% | 加碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 17,030 | $202.0 萬 | 1.6% | +1,546+10.0% | 加碼 | – |
| ASMLASML Holding NV | ADR | 1,449 | $191.4 萬 | 1.5% | +99+7.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,171 | $181.5 萬 | 1.4% | −80−1.3% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 11,925 | $166.2 萬 | 1.3% | +395+3.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,710 | $155.0 萬 | 1.2% | +383+16.5% | 加碼 | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 37,483 | $151.7 萬 | 1.2% | +1,166+3.2% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,487 | $151.6 萬 | 1.2% | +2,062+85.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 6,234 | $151.1 萬 | 1.2% | +152+2.5% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 15,855 | $150.5 萬 | 1.2% | −48−0.3% | 減碼 | – |
| CVXChevron Corp | Stock | 7,268 | $150.4 萬 | 1.2% | +342+4.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 4,789 | $144.7 萬 | 1.1% | +435+10.0% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 8,562 | $141.6 萬 | 1.1% | +974+12.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 11,214 | $139.4 萬 | 1.1% | −3,765−25.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,404 | $139.3 萬 | 1.1% | +1,385+27.6% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 26,270 | $138.1 萬 | 1.1% | +2,252+9.4% | 加碼 | – |
| PWRQuanta Services, Inc. | COM | 2,504 | $137.5 萬 | 1.1% | +4+0.2% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,503 | $131.2 萬 | 1.0% | +169+12.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,235 | $123.1 萬 | 1.0% | +572+86.3% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 3,213 | $114.4 萬 | 0.9% | +79+2.5% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 11,200 | $106.9 萬 | 0.8% | +988+9.7% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 4,319 | $105.5 萬 | 0.8% | −4,307−49.9% | 減碼 | 歷史 |
| CRHCRH Public Ltd Co | ORD | 9,960 | $104.7 萬 | 0.8% | −56−0.6% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,776 | $103.2 萬 | 0.8% | −244−8.1% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 5,783 | $94.9 萬 | 0.8% | +142+2.5% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 18,413 | $92.4 萬 | 0.7% | +4,735+34.6% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 4,288 | $90.1 萬 | 0.7% | +628+17.2% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 965 | $88.8 萬 | 0.7% | −37−3.7% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 12,174 | $88.6 萬 | 0.7% | +726+6.3% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 9,498 | $88.2 萬 | 0.7% | +2,266+31.3% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 3,057 | $86.7 萬 | 0.7% | +225+7.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,021 | $86.7 萬 | 0.7% | +1,951+182.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,725 | $86.2 萬 | 0.7% | −724−29.6% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 7,457 | $84.6 萬 | 0.7% | +197+2.7% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 16,213 | $79.0 萬 | 0.6% | +2,898+21.8% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 4,056 | $78.2 萬 | 0.6% | −35−0.9% | 減碼 | 歷史 |
| AZNAstraZeneca PLC | ADR | 3,966 | $78.2 萬 | 0.6% | +326+8.9% | 加碼依 1 比 2 拆股換算 | 歷史 |
| SLBSLB Limited | Stock | 14,849 | $76.3 萬 | 0.6% | +4,853+48.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,908 | $76.2 萬 | 0.6% | +951+24.0% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 5,588 | $73.8 萬 | 0.6% | +2,526+82.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,991 | $72.0 萬 | 0.6% | +675+12.7% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 986 | $69.9 萬 | 0.6% | +22+2.3% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 5,186 | $68.5 萬 | 0.5% | +112+2.2% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 8,946 | $68.0 萬 | 0.5% | −4,823−35.0% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 8,509 | $67.7 萬 | 0.5% | +1,388+19.5% | 加碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 1,719 | $67.3 萬 | 0.5% | −655−27.6% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 5,307 | $67.0 萬 | 0.5% | +1,293+32.2% | 加碼 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 12,478 | $66.4 萬 | 0.5% | +2,040+19.5% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 1,542 | $66.4 萬 | 0.5% | +1,542 | 新進 | 歷史 |
| MCKMcKesson Corp | Stock | 743 | $64.3 萬 | 0.5% | +41+5.8% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 919 | $62.7 萬 | 0.5% | +84+10.1% | 加碼 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 2,022 | $61.5 萬 | 0.5% | −264−11.5% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 4,680 | $61.3 萬 | 0.5% | +41+0.9% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,256 | $60.2 萬 | 0.5% | +393+45.5% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,813 | $59.1 萬 | 0.5% | +45+2.5% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 7,853 | $56.5 萬 | 0.4% | +183+2.4% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,454 | $55.9 萬 | 0.4% | +1,850+40.2% | 加碼 | – |
| NFLXNetflix Inc | Stock | 5,792 | $55.7 萬 | 0.4% | +393+7.3% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,549 | $54.5 萬 | 0.4% | +2,549 | 新進 | – |
| FCXFreeport-McMoran Inc | Stock | 9,230 | $54.3 萬 | 0.4% | +63+0.7% | 加碼 | 歷史 |
| TDGTransDigm Group INC | COM | 466 | $54.0 萬 | 0.4% | +31+7.1% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 5,664 | $53.2 萬 | 0.4% | +395+7.5% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,492 | $52.5 萬 | 0.4% | −19−1.3% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 6,304 | $52.1 萬 | 0.4% | −82−1.3% | 減碼 | – |
| PFEPfizer Inc | Stock | 18,480 | $51.9 萬 | 0.4% | +4,800+35.1% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,026 | $50.4 萬 | 0.4% | +24+2.4% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 338 | $49.8 萬 | 0.4% | +112+49.6% | 加碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 3,293 | $49.4 萬 | 0.4% | +16+0.5% | 加碼 | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 8,395 | $49.1 萬 | 0.4% | +1,350+19.2% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 8,996 | $48.7 萬 | 0.4% | −1,532−14.6% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 7,369 | $48.6 萬 | 0.4% | +476+6.9% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 2,324 | $48.2 萬 | 0.4% | +2,324 | 新進 | 歷史 |
| GMGeneral Motors Co | COM | 6,380 | $47.5 萬 | 0.4% | +730+12.9% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 953 | $47.2 萬 | 0.4% | +184+23.9% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 2,455 | $44.8 萬 | 0.4% | −60−2.4% | 減碼 | 歷史 |
| LUVSouthwest Airlines Co | COM | 11,838 | $44.5 萬 | 0.4% | +483+4.3% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 9,512 | $43.7 萬 | 0.3% | −550−5.5% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 510 | $43.1 萬 | 0.3% | +5+1.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,573 | $42.5 萬 | 0.3% | +686+77.3% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 2,190 | $41.5 萬 | 0.3% | +131+6.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,228 | $40.4 萬 | 0.3% | −123−9.1% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,172 | $40.1 萬 | 0.3% | +3+0.3% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 1,602 | $39.6 萬 | 0.3% | +180+12.7% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,057 | $39.4 萬 | 0.3% | +74+2.5% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,081 | $38.8 萬 | 0.3% | −30−1.4% | 減碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 3,972 | $38.8 萬 | 0.3% | −39−1.0% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,327 | $38.5 萬 | 0.3% | +1,327 | 新進 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 12,411 | $38.1 萬 | 0.3% | +12,411 | 新進 | – |
| CDNSCadence Design Systems Inc | Stock | 1,364 | $37.9 萬 | 0.3% | −105−7.1% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,603 | $37.9 萬 | 0.3% | +222+16.1% | 加碼 | 歷史 |
2025 年第 4 季之後清倉（13 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AIGAmerican International Group, Inc. | Stock | 6,325 | $54.1 萬 | 0.5% | 歷史 |
| CRBGCorebridge Financial, Inc. | COM | 12,763 | $38.5 萬 | 0.3% | 歷史 |
| TTTrane Technologies plc | SHS | 979 | $38.1 萬 | 0.3% | 歷史 |
| XELXcel Energy Inc | Stock | 4,302 | $31.8 萬 | 0.3% | 歷史 |
| ACNAccenture plc | Stock | 1,104 | $29.6 萬 | 0.3% | 歷史 |
| STTState Street Corp | COM | 2,077 | $26.8 萬 | 0.2% | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 2,230 | $22.8 萬 | 0.2% | 歷史 |
| INTUIntuit Inc. | Stock | 326 | $21.6 萬 | 0.2% | 歷史 |
| MDTMedtronic plc | Stock | 2,115 | $20.3 萬 | 0.2% | 歷史 |
| CPRTCopart Inc | COM | 5,171 | $20.2 萬 | 0.2% | 歷史 |
| MNSTMonster Beverage Corp | COM | 2,638 | $20.2 萬 | 0.2% | 歷史 |
| TIGRUP Fintech Holding Ltd | SPONSORED ADS | 12,659 | $12.1 萬 | 0.1% | 歷史 |
| AEGAegon Ltd. | AMER REG 1 CERT | 11,241 | $8.67 萬 | 0.1% | 歷史 |