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LEIGH BALDWIN & CO., LLC

报告期 2026-03-31 · CIK 0000946629

持仓数

163

前50大市值合计

$111.8M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

NVDA NVIDIA CORPORATION

COM

$7.2M

41,257

6.4%

DGRO ISHARES TR

CORE DIV GRWTH

$6.5M

93,174

5.8%

CGGR CAPITAL GROUP GROWTH ETF

SHS CREATION UNI

$5.7M

141,051

5.1%

IWF ISHARES TR

RUS 1000 GRW ETF

$5.4M

12,678

4.8%

CGCP CAPITAL GRP FIXED INCM ETF T

CORE PLUS INCM

$4.6M

208,060

4.2%

CGDV CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI

$4.6M

107,578

4.1%

AAPL APPLE INC

COM

$4.5M

17,637

4.0%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$4.1M

90,051

3.7%

FDEC FIRST TR EXCHNG TRADED FD VI

FT VEST UQ EQT

$3.7M

73,885

3.3%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$3.6M

61,721

3.2%

IEFA ISHARES TR

CORE MSCI EAFE

$3.2M

35,622

2.9%

GOOG ALPHABET INC

CAP STK CL C

$3.1M

10,979

2.8%

BINC BLACKROCK ETF TRUST II

ISHARES FLEXIBLE

$2.9M

55,683

2.6%

FENI FIDELITY COVINGTON TRUST

ENHANCED INTL

$2.9M

77,648

2.6%

MSFT MICROSOFT CORP

COM

$2.7M

7,416

2.5%

AMZN AMAZON COM INC

COM

$2.7M

13,031

2.4%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$2.5M

3,856

2.2%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$2.1M

25,679

1.9%

TSLA TESLA INC

COM

$1.8M

4,759

1.6%

BLCR BLACKROCK ETF TRUST

ISHARES LARGE CA

$1.7M

41,523

1.5%

MU MICRON TECHNOLOGY INC

COM

$1.7M

5,013

1.5%

WCMI FIRST TR EXCHANGE-TRADED FD

WCM INTL EQUITY

$1.7M

100,265

1.5%

RTX RTX CORPORATION

COM

$1.7M

8,661

1.5%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$1.6M

8,297

1.4%

GEV GE VERNOVA INC

COM

$1.6M

1,801

1.4%

GE GE AEROSPACE

COM NEW

$1.5M

5,456

1.4%

IVV ISHARES TR

CORE S&P500 ETF

$1.5M

2,330

1.4%

WMT WALMART INC

COM

$1.4M

11,542

1.3%

GOOGL ALPHABET INC

CAP STK CL A

$1.4M

4,887

1.3%

AVGO BROADCOM INC

COM

$1.4M

4,416

1.2%

LLY ELI LILLY &CO

COM

$1.3M

1,467

1.2%

BAI BLACKROCK ETF TRUST

ISHARES A I INNO

$1.3M

39,000

1.1%

LMT LOCKHEED MARTIN CORP

COM

$1.3M

2,072

1.1%

CGBL CAPITAL GROUP CORE BALANCED

SHS

$1.2M

35,258

1.1%

SHY ISHARES TR

1 3 YR TREAS BD

$1.2M

14,472

1.1%

— EXXON MOBIL CORP

COM

$1.2M

7,011

1.1%

WM WASTE MGMT INC DEL

COM

$1.2M

5,135

1.1%

GLW CORNING INC

COM

$1.1M

8,206

1.0%

IEF ISHARES TR

7-10 YR TRSY BD

$1.1M

11,486

1.0%

GLD SPDR GOLD TR

GOLD SHS

$1.0M

2,411

0.9%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$1.0M

14,940

0.9%

NNY NUVEEN N Y MUN VALUE FD

COM

$1.0M

119,818

0.9%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$959.7K

12,539

0.9%

FDVV FIDELITY COVINGTON TRUST

HIGH DIVID ETF

$926.3K

16,769

0.8%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$914.6K

1,909

0.8%

CAT CATERPILLAR INC

COM

$897.7K

1,267

0.8%

COST COSTCO WHOLESALE CORPORATION

COM

$839.2K

842

0.8%

SLV ISHARES SILVER TR

ISHARES

$817.0K

11,990

0.7%

DE DEERE &CO

COM

$743.1K

1,319

0.7%

QTUM ETF SER SOLUTIONS

DEFIANCE QUANTUM

$729.0K

6,794

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

30%前 6 大占比

NVDA6.4%DGRO5.8%CGGR5.1%IWF4.8%CGCP4.2%CGDV4.1%

LEIGH BALDWIN & CO., LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心