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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。

機構總覽
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%)
申報日
2026/8/11
SEC
Bingham Private Wealth, LLC 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
AAPLApple Inc.Stock18,959$548.6 萬3.8%+6,654+54.1%加碼歷史
AMZNAmazon Com IncStock21,899$521.9 萬3.6%+1,412+6.9%加碼歷史
NVDANVIDIA CorpStock24,643$493.1 萬3.4%−2,015−7.6%減碼歷史
MSFTMicrosoft CorpStock12,508$466.6 萬3.2%+994+8.6%加碼歷史
AVGOBroadcom Inc.Stock10,836$409.3 萬2.8%−232−2.1%減碼歷史
SPYSPDR S&P 500 ETF TrustETF5,378$401.6 萬2.8%+207+4.0%加碼歷史
GOOGLAlphabet Inc.Stock9,978$356.6 萬2.5%−3,303−24.9%減碼歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF34,328$314.6 萬2.2%+3,231+10.4%加碼–
Invesco Exch Traded FD Tr II46138E420RUSEL 1000 EQL47,694$282.6 萬1.9%+2,569+5.7%加碼–
CSCOCisco Systems, Inc.Stock22,794$267.7 萬1.8%−3,551−13.5%減碼歷史
iShares Tr4642886613 7 YR TREAS BD19,789$232.4 萬1.6%+2,759+16.2%加碼–
TSMTaiwan Semiconductor Manufacturing Co LtdADR4,571$218.3 萬1.5%+84+1.9%加碼歷史
ABBVAbbVie Inc.Stock8,615$216.8 萬1.5%+2,211+34.5%加碼歷史
JPMJPMorgan Chase & CoStock6,230$203.9 萬1.4%+59+1.0%加碼歷史
BNBROOKFIELD CorpCL A LTD VT SH42,554$181.2 萬1.2%+5,071+13.5%加碼歷史
ASMLASML Holding NVADR905$180.0 萬1.2%−544−37.5%減碼歷史
GEVGE Vernova Inc.Stock1,528$179.5 萬1.2%+25+1.7%加碼歷史
iShares Tr464288588MBS ETF18,953$179.1 萬1.2%+3,098+19.5%加碼–
IBMInternational Business Machines CorpStock6,273$176.4 萬1.2%+39+0.6%加碼歷史
VVisa Inc.Stock4,970$170.5 萬1.2%+181+3.8%加碼歷史
PMPhilip Morris International Inc.Stock8,956$162.0 萬1.1%+394+4.6%加碼歷史
iShares Tr464288646ISHS 1-5YR INVS30,337$159.0 萬1.1%+4,067+15.5%加碼–
GILDGilead Sciences, Inc.Stock11,946$150.9 萬1.0%+21+0.2%加碼歷史
GEGeneral Electric CoStock4,006$149.7 萬1.0%+3,045+316.9%加碼歷史
iShares Tr4642874407-10 YR TRSY BD14,541$137.5 萬0.9%+3,341+29.8%加碼–
PWRQuanta Services, Inc.COM1,892$136.2 萬0.9%−612−24.4%減碼歷史
WMTWalmart Inc.Stock11,332$128.3 萬0.9%+118+1.1%加碼歷史
CVXChevron CorpStock7,353$121.9 萬0.8%+85+1.2%加碼歷史
COSTCostco Wholesale CorpStock1,272$119.0 萬0.8%+37+3.0%加碼歷史
NFLXNetflix IncStock16,369$116.9 萬0.8%+10,577+182.6%加碼歷史
TSLATesla, Inc.Stock2,744$115.4 萬0.8%−32−1.2%減碼歷史
LLYEli Lilly & CoStock941$112.8 萬0.8%−24−2.5%減碼歷史
JNJJohnson & JohnsonStock4,346$110.4 萬0.8%+27+0.6%加碼歷史
UBERUber Technologies, IncStock14,972$108.0 萬0.7%+7,119+90.7%加碼歷史
CATCaterpillar IncStock1,012$107.8 萬0.7%+26+2.6%加碼歷史
CRHCRH Public Ltd CoORD9,960$106.6 萬0.7%00.0%不變歷史
GOOGAlphabet Inc.Stock2,989$105.6 萬0.7%−32−1.1%減碼歷史
METAMeta Platforms, Inc.Stock1,835$103.4 萬0.7%−875−32.3%減碼歷史
STXSeagate Technology Holdings plcORD SHS1,048$101.1 萬0.7%−671−39.0%減碼歷史
WMBWilliams Companies, Inc.COM13,443$99.9 萬0.7%+1,269+10.4%加碼歷史
MAMastercard IncStock1,946$99.9 萬0.7%+221+12.8%加碼歷史
BACBank of America CorpStock16,693$95.1 萬0.7%+480+3.0%加碼歷史
KLACKLA CorpCOM NEW3,150$95.0 萬0.7%−230−6.8%減碼依 10 比 1 拆股換算歷史
CCitigroup IncStock6,637$92.9 萬0.6%−820−11.0%減碼歷史
DELLDell Technologies Inc.Stock2,151$92.8 萬0.6%−3,632−62.8%減碼歷史
MRKMerck & Co., Inc.Stock7,105$91.3 萬0.6%+1,114+18.6%加碼歷史
RACEFerrari N.V.COM2,443$91.0 萬0.6%+2,443新進歷史
ABNBAirbnb, Inc.Stock6,174$88.3 萬0.6%+867+16.3%加碼歷史
NEENextera Energy IncStock9,768$85.7 萬0.6%+270+2.8%加碼歷史
LNGCheniere Energy, Inc.COM NEW3,534$84.5 萬0.6%+477+15.6%加碼歷史
AMATApplied Materials IncStock1,167$84.4 萬0.6%−5−0.4%減碼歷史
VZVerizon Communications IncStock19,781$83.8 萬0.6%+1,368+7.4%加碼歷史
UNHUnitedHealth Group IncStock1,987$82.6 萬0.6%+414+26.3%加碼歷史
CBChubb LtdStock2,391$81.5 萬0.6%+578+31.9%加碼歷史
FDXFedEx CorpStock2,600$81.4 萬0.6%−613−19.1%減碼歷史
SLBSLB LimitedStock17,468$81.2 萬0.6%+2,619+17.6%加碼歷史
AMDAdvanced Micro Devices IncStock1,377$80.0 萬0.6%+1,377新進歷史
RTXRTX CorpStock4,175$79.2 萬0.5%+119+2.9%加碼歷史
AZNAstraZeneca PLCADR4,104$77.8 萬0.5%+138+3.5%加碼歷史
KOCoca Cola CoStock9,501$77.2 萬0.5%+555+6.2%加碼歷史
SCHWSchwab Charles CorpStock8,015$74.0 萬0.5%+2,351+41.5%加碼歷史
PLDPrologis, Inc.REIT5,406$73.2 萬0.5%+220+4.2%加碼歷史
PEPPepsiCo IncStock5,165$70.0 萬0.5%+257+5.2%加碼歷史
TMUST-Mobile US, Inc.Stock4,149$69.6 萬0.5%−139−3.2%減碼歷史
iShares Tr464288638ISHS 5-10YR INVT13,065$69.5 萬0.5%+587+4.7%加碼–
iShares Tr4642874571 3 YR TREAS BD8,406$69.0 萬0.5%+2,102+33.3%加碼–
WFCWells Fargo & CompanyStock8,296$68.6 萬0.5%−213−2.5%減碼歷史
DASHDoorDash, Inc.Stock3,684$68.0 萬0.5%+391+11.9%加碼歷史
TDGTransDigm Group INCCOM494$65.8 萬0.5%+28+6.0%加碼歷史
VRTXVertex Pharmaceuticals IncStock1,292$64.2 萬0.4%+1,292新進歷史
BRK.BBerkshire Hathaway IncStock1,269$63.5 萬0.4%+13+1.0%加碼歷史
LUVSouthwest Airlines CoCOM12,017$61.8 萬0.4%+179+1.5%加碼歷史
URIUnited Rentals, Inc.COM529$59.9 萬0.4%+85+19.1%加碼歷史
FCXFreeport-McMoran IncStock9,493$59.7 萬0.4%+263+2.8%加碼歷史
COPConocoPhillipsStock5,692$59.2 萬0.4%+104+1.9%加碼歷史
ALLAllstate CorpStock2,437$58.0 萬0.4%+113+4.9%加碼歷史
GLDSPDR Gold TrustETF1,562$57.5 萬0.4%+20+1.3%加碼歷史
TMOThermo Fisher Scientific Inc.Stock1,096$54.9 萬0.4%+70+6.8%加碼歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR8,877$54.8 萬0.4%+482+5.7%加碼歷史
AMGNAmgen IncStock1,486$53.8 萬0.4%−6−0.4%減碼歷史
GSGoldman Sachs Group IncStock526$53.2 萬0.4%+16+3.1%加碼歷史
iShares Tr46428743220 YR TR BD ETF6,143$53.1 萬0.4%−311−4.8%減碼–
HLTHilton Worldwide Holdings Inc.COM1,599$52.8 萬0.4%−423−20.9%減碼歷史
MOAltria Group, Inc.Stock7,271$52.3 萬0.4%−98−1.3%減碼歷史
GMGeneral Motors CoCOM6,717$51.8 萬0.4%+337+5.3%加碼歷史
APHAmphenol CorpCL A2,908$51.3 萬0.4%+311+12.0%加碼歷史
LINLinde PLCStock983$51.0 萬0.4%+30+3.1%加碼歷史
ENBEnbridge IncStock9,356$50.7 萬0.3%+360+4.0%加碼歷史
COFCapital One Financial CorpStock2,454$49.2 萬0.3%−10.0%減碼歷史
NRGNRG Energy, Inc.Stock3,250$47.5 萬0.3%+1,188+57.6%加碼歷史
NOCNorthrop Grumman CorpStock931$47.4 萬0.3%+12+1.3%加碼歷史
TFCTruist Financial CorpCOM9,516$47.4 萬0.3%+40.0%加碼歷史
PFEPfizer IncStock18,802$45.3 萬0.3%+322+1.7%加碼歷史
PRUPrudential Financial IncStock4,093$44.2 萬0.3%+121+3.0%加碼歷史
VLOValero Energy CorpStock1,673$43.6 萬0.3%+71+4.4%加碼歷史
METMetlife IncStock5,094$43.1 萬0.3%00.0%不變歷史
DHRDanaher CorpStock2,253$42.9 萬0.3%+63+2.9%加碼歷史
DEDeere & CoStock665$42.2 萬0.3%+121+22.2%加碼歷史
MCKMcKesson CorpStock554$41.9 萬0.3%−189−25.4%減碼歷史
KKRKKR & Co. Inc.COM4,550$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。

Bingham Private Wealth, LLC 在 2026 年第 1 季之後清倉的部位
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 CorpCOM13,489$228.9 萬1.8%歷史
iShares Russell 1000 Value ETF464287598ETF2,549$54.5 萬0.4%–
QCOMQualcomm IncStock3,057$39.4 萬0.3%歷史
BLKBlackRock, Inc.Stock388$37.3 萬0.3%歷史
PPLPPL CorpCOM8,307$31.7 萬0.3%歷史
SNYSanofiSPONSORED ADR5,941$28.6 萬0.2%歷史
EMBJEmbraer S.A.ADR4,441$26.4 萬0.2%歷史
AEMAgnico Eagle Mines LtdStock1,165$23.6 萬0.2%歷史
GFIGold Fields LtdSPONSORED ADR5,149$23.4 萬0.2%歷史
BVNBuenaventura Mining Co IncSPONSORED ADR6,336$22.8 萬0.2%歷史
RYAAYRyanair Holdings PLCSPONSORED ADR3,644$21.1 萬0.2%歷史
NVONovo Nordisk A SADR5,621$20.7 萬0.2%歷史
HMYHarmony Gold Mining Co LtdADR10,881$16.7 萬0.1%歷史
SBSWSibanye Stillwater LtdSPONSORED ADR13,323$16.4 萬0.1%歷史
VNETVNET Group, Inc.SPONSORED ADS A16,762$14.1 萬0.1%歷史
SANBanco Santander, S.A.ADR10,562$11.9 萬0.1%歷史
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.SPON ADR RP 1013,764$9.97 萬0.1%歷史