Bingham Private Wealth, LLC
- SEC CIK
- 0002063211
- 最新申報
- 2026/8/11
2026 年第 2 季持倉
持倉截至 2026/6/30,2026/8/11 申報。只含多頭部位,變化是跟 2026 年第 1 季比股數。
- 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 萬 (+15.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 18,959 | $548.6 萬 | 3.8% | +6,654+54.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 21,899 | $521.9 萬 | 3.6% | +1,412+6.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 24,643 | $493.1 萬 | 3.4% | −2,015−7.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 12,508 | $466.6 萬 | 3.2% | +994+8.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 10,836 | $409.3 萬 | 2.8% | −232−2.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,378 | $401.6 萬 | 2.8% | +207+4.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 9,978 | $356.6 萬 | 2.5% | −3,303−24.9% | 減碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 34,328 | $314.6 萬 | 2.2% | +3,231+10.4% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E420 | RUSEL 1000 EQL | 47,694 | $282.6 萬 | 1.9% | +2,569+5.7% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 22,794 | $267.7 萬 | 1.8% | −3,551−13.5% | 減碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 19,789 | $232.4 萬 | 1.6% | +2,759+16.2% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,571 | $218.3 萬 | 1.5% | +84+1.9% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 8,615 | $216.8 萬 | 1.5% | +2,211+34.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,230 | $203.9 萬 | 1.4% | +59+1.0% | 加碼 | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 42,554 | $181.2 萬 | 1.2% | +5,071+13.5% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 905 | $180.0 萬 | 1.2% | −544−37.5% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,528 | $179.5 萬 | 1.2% | +25+1.7% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 18,953 | $179.1 萬 | 1.2% | +3,098+19.5% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 6,273 | $176.4 萬 | 1.2% | +39+0.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 4,970 | $170.5 萬 | 1.2% | +181+3.8% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 8,956 | $162.0 萬 | 1.1% | +394+4.6% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 30,337 | $159.0 萬 | 1.1% | +4,067+15.5% | 加碼 | – |
| GILDGilead Sciences, Inc. | Stock | 11,946 | $150.9 萬 | 1.0% | +21+0.2% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 4,006 | $149.7 萬 | 1.0% | +3,045+316.9% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 14,541 | $137.5 萬 | 0.9% | +3,341+29.8% | 加碼 | – |
| PWRQuanta Services, Inc. | COM | 1,892 | $136.2 萬 | 0.9% | −612−24.4% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 11,332 | $128.3 萬 | 0.9% | +118+1.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 7,353 | $121.9 萬 | 0.8% | +85+1.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,272 | $119.0 萬 | 0.8% | +37+3.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 16,369 | $116.9 萬 | 0.8% | +10,577+182.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,744 | $115.4 萬 | 0.8% | −32−1.2% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 941 | $112.8 萬 | 0.8% | −24−2.5% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,346 | $110.4 萬 | 0.8% | +27+0.6% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 14,972 | $108.0 萬 | 0.7% | +7,119+90.7% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,012 | $107.8 萬 | 0.7% | +26+2.6% | 加碼 | 歷史 |
| CRHCRH Public Ltd Co | ORD | 9,960 | $106.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,989 | $105.6 萬 | 0.7% | −32−1.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,835 | $103.4 萬 | 0.7% | −875−32.3% | 減碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 1,048 | $101.1 萬 | 0.7% | −671−39.0% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 13,443 | $99.9 萬 | 0.7% | +1,269+10.4% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,946 | $99.9 萬 | 0.7% | +221+12.8% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 16,693 | $95.1 萬 | 0.7% | +480+3.0% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 3,150 | $95.0 萬 | 0.7% | −230−6.8% | 減碼依 10 比 1 拆股換算 | 歷史 |
| CCitigroup Inc | Stock | 6,637 | $92.9 萬 | 0.6% | −820−11.0% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 2,151 | $92.8 萬 | 0.6% | −3,632−62.8% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,105 | $91.3 萬 | 0.6% | +1,114+18.6% | 加碼 | 歷史 |
| RACEFerrari N.V. | COM | 2,443 | $91.0 萬 | 0.6% | +2,443 | 新進 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 6,174 | $88.3 萬 | 0.6% | +867+16.3% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 9,768 | $85.7 萬 | 0.6% | +270+2.8% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 3,534 | $84.5 萬 | 0.6% | +477+15.6% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,167 | $84.4 萬 | 0.6% | −5−0.4% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 19,781 | $83.8 萬 | 0.6% | +1,368+7.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,987 | $82.6 萬 | 0.6% | +414+26.3% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 2,391 | $81.5 萬 | 0.6% | +578+31.9% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 2,600 | $81.4 萬 | 0.6% | −613−19.1% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 17,468 | $81.2 萬 | 0.6% | +2,619+17.6% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,377 | $80.0 萬 | 0.6% | +1,377 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 4,175 | $79.2 萬 | 0.5% | +119+2.9% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | ADR | 4,104 | $77.8 萬 | 0.5% | +138+3.5% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 9,501 | $77.2 萬 | 0.5% | +555+6.2% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 8,015 | $74.0 萬 | 0.5% | +2,351+41.5% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 5,406 | $73.2 萬 | 0.5% | +220+4.2% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 5,165 | $70.0 萬 | 0.5% | +257+5.2% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 4,149 | $69.6 萬 | 0.5% | −139−3.2% | 減碼 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 13,065 | $69.5 萬 | 0.5% | +587+4.7% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 8,406 | $69.0 萬 | 0.5% | +2,102+33.3% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 8,296 | $68.6 萬 | 0.5% | −213−2.5% | 減碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 3,684 | $68.0 萬 | 0.5% | +391+11.9% | 加碼 | 歷史 |
| TDGTransDigm Group INC | COM | 494 | $65.8 萬 | 0.5% | +28+6.0% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,292 | $64.2 萬 | 0.4% | +1,292 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,269 | $63.5 萬 | 0.4% | +13+1.0% | 加碼 | 歷史 |
| LUVSouthwest Airlines Co | COM | 12,017 | $61.8 萬 | 0.4% | +179+1.5% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 529 | $59.9 萬 | 0.4% | +85+19.1% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 9,493 | $59.7 萬 | 0.4% | +263+2.8% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 5,692 | $59.2 萬 | 0.4% | +104+1.9% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 2,437 | $58.0 萬 | 0.4% | +113+4.9% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,562 | $57.5 萬 | 0.4% | +20+1.3% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,096 | $54.9 萬 | 0.4% | +70+6.8% | 加碼 | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 8,877 | $54.8 萬 | 0.4% | +482+5.7% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,486 | $53.8 萬 | 0.4% | −6−0.4% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 526 | $53.2 萬 | 0.4% | +16+3.1% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,143 | $53.1 萬 | 0.4% | −311−4.8% | 減碼 | – |
| HLTHilton Worldwide Holdings Inc. | COM | 1,599 | $52.8 萬 | 0.4% | −423−20.9% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 7,271 | $52.3 萬 | 0.4% | −98−1.3% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 6,717 | $51.8 萬 | 0.4% | +337+5.3% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 2,908 | $51.3 萬 | 0.4% | +311+12.0% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 983 | $51.0 萬 | 0.4% | +30+3.1% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 9,356 | $50.7 萬 | 0.3% | +360+4.0% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 2,454 | $49.2 萬 | 0.3% | −10.0% | 減碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 3,250 | $47.5 萬 | 0.3% | +1,188+57.6% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 931 | $47.4 萬 | 0.3% | +12+1.3% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 9,516 | $47.4 萬 | 0.3% | +40.0% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 18,802 | $45.3 萬 | 0.3% | +322+1.7% | 加碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 4,093 | $44.2 萬 | 0.3% | +121+3.0% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 1,673 | $43.6 萬 | 0.3% | +71+4.4% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 5,094 | $43.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 2,253 | $42.9 萬 | 0.3% | +63+2.9% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 665 | $42.2 萬 | 0.3% | +121+22.2% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 554 | $41.9 萬 | 0.3% | −189−25.4% | 減碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 4,550 | $41.8 萬 | 0.3% | +760+20.1% | 加碼 | 歷史 |
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 % | 紀錄 |
|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 13,489 | $228.9 萬 | 1.8% | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,549 | $54.5 萬 | 0.4% | – |
| QCOMQualcomm Inc | Stock | 3,057 | $39.4 萬 | 0.3% | 歷史 |
| BLKBlackRock, Inc. | Stock | 388 | $37.3 萬 | 0.3% | 歷史 |
| PPLPPL Corp | COM | 8,307 | $31.7 萬 | 0.3% | 歷史 |
| SNYSanofi | SPONSORED ADR | 5,941 | $28.6 萬 | 0.2% | 歷史 |
| EMBJEmbraer S.A. | ADR | 4,441 | $26.4 萬 | 0.2% | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 1,165 | $23.6 萬 | 0.2% | 歷史 |
| GFIGold Fields Ltd | SPONSORED ADR | 5,149 | $23.4 萬 | 0.2% | 歷史 |
| BVNBuenaventura Mining Co Inc | SPONSORED ADR | 6,336 | $22.8 萬 | 0.2% | 歷史 |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 3,644 | $21.1 萬 | 0.2% | 歷史 |
| NVONovo Nordisk A S | ADR | 5,621 | $20.7 萬 | 0.2% | 歷史 |
| HMYHarmony Gold Mining Co Ltd | ADR | 10,881 | $16.7 萬 | 0.1% | 歷史 |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 13,323 | $16.4 萬 | 0.1% | 歷史 |
| VNETVNET Group, Inc. | SPONSORED ADS A | 16,762 | $14.1 萬 | 0.1% | 歷史 |
| SANBanco Santander, S.A. | ADR | 10,562 | $11.9 萬 | 0.1% | 歷史 |
| VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V. | SPON ADR RP 10 | 13,764 | $9.97 萬 | 0.1% | 歷史 |