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Ballentine Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Ballentine Partners, LLC
报告期 2026-03-31 · CIK 0001374889
持仓数
1,014
前50大市值合计
$6.00B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 2
增持 98
减持 33
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD INDEX FDS
+$85.1M
5,921,292
-0%
增持
ITOT
ISHARES TR
+$53.5M
3,509,696
+8%
增持
IEFA
ISHARES TR
+$48.6M
5,958,908
+4%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
VEA
VANGUARD TAX-MANAGED FDS
+$17.9M
4,319,882
+2%
增持
VNQ
VANGUARD INDEX FDS
+$16.7M
1,155,773
+1%
增持
IJH
ISHARES TR
+$14.4M
1,064,906
+20%
减持
IEMG
ISHARES INC
+$11.9M
4,184,136
-2%
增持
AAPL
APPLE INC
+$10.2M
345,869
+4%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$8.0M
1,256,360
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$7.5M
2,601,801
-3%
增持
IJR
ISHARES TR
+$7.5M
332,004
+13%
减持
SPY
SPDR S&P 500 ETF TR
+$5.9M
221,617
-1%
增持
META
META PLATFORMS INC
+$4.9M
57,410
+3%
减持
VV
VANGUARD INDEX FDS
+$4.8M
388,526
-1%
增持
—
LAM RESEARCH CORP
-$4.5M
4,705
+3%
减持
IVV
ISHARES TR
+$4.4M
375,494
-3%
减持
MU
MICRON TECHNOLOGY INC
-$3.7M
129,668
-1%
清仓
IUSV
ISHARES TR
-$3.5M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.1M
40,375
+6%
减持
SCHB
SCHWAB STRATEGIC TR
+$3.1M
1,066,872
-1%
减持
IWV
ISHARES TR
+$2.9M
168,381
-0%
减持
IWB
ISHARES TR
+$2.8M
228,060
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.8M
198,172
-1%
增持
MSFT
MICROSOFT CORP
+$2.7M
183,153
+8%
增持
SPDW
SPDR INDEX SHS FDS
+$2.5M
965,513
+0%
增持
—
DUPONT DE NEMOURS INC
+$2.3M
38,843
+172%
增持
DOW
DOW INC
+$2.3M
49,448
+499%
清仓
VUSE
ETF SER SOLUTIONS
-$2.1M
0
-100%
增持
GOOGL
ALPHABET INC
-$2.1M
146,326
+1%
减持
VSGX
VANGUARD WORLD FD
-$2.0M
19,108
-65%
减持
IGF
ISHARES TR
+$1.9M
302,340
-0%
增持
ABBV
ABBVIE INC
+$1.9M
37,590
+18%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.9M
19,036
+44%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.9M
8
+33%
增持
JPM
JPMORGAN CHASE & CO.
+$1.8M
86,853
+7%
增持
AMZN
AMAZON COM INC
+$1.7M
164,214
+10%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$1.7M
346,570
+1%
减持
VOO
VANGUARD INDEX FDS
+$1.7M
101,526
-2%
增持
HD
HOME DEPOT INC
+$1.7M
23,947
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.7M
17,331
+5%
减持
XLRE
SELECT SECTOR SPDR TR
+$1.7M
276,468
-1%
减持
MRK
MERCK & CO INC
-$1.7M
66,176
-11%
减持
VGK
VANGUARD INTL EQUITY INDEX F
+$1.7M
575,773
-2%
减持
SCHE
SCHWAB STRATEGIC TR
+$1.7M
736,243
-1%
清仓
SNOW
SNOWFLAKE INC
-$1.6M
0
-100%
减持
SPEM
SPDR INDEX SHS FDS
+$1.5M
522,636
-2%
减持
EFA
ISHARES TR
+$1.5M
385,250
-2%
增持
JNJ
JOHNSON & JOHNSON
+$1.5M
56,392
+8%
清仓
IPAC
ISHARES TR
-$1.5M
0
-100%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$1.5M
19,549
+235%
减持
TSLA
TESLA INC
+$1.5M
28,455
-6%
增持
TRV
TRAVELERS COMPANIES INC
+$1.5M
10,303
+125%
增持
V
VISA INC
+$1.5M
37,096
+12%
减持
SCZ
ISHARES TR
+$1.5M
441,821
-4%
增持
MA
MASTERCARD INCORPORATED
+$1.5M
19,768
+5%
增持
VO
VANGUARD INDEX FDS
+$1.4M
64,114
+0%
增持
—
EATON CORP PLC
+$1.4M
8,466
+92%
增持
PG
PROCTER AND GAMBLE CO
+$1.4M
59,534
+10%
增持
CRM
SALESFORCE INC
+$1.3M
19,008
+25%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.3M
222,163
+3%
增持
GE
GE AEROSPACE
+$1.3M
21,398
+24%
增持
AVGO
BROADCOM INC
+$1.3M
75,791
+930%
清仓
MTUM
ISHARES TR
-$1.2M
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$1.2M
19,627
+10%
增持
ALL
ALLSTATE CORP
+$1.2M
16,940
+33%
增持
—
ACCENTURE PLC IRELAND
+$1.2M
16,556
+7%
增持
MMM
3M CO
+$1.2M
18,217
+40%
增持
CL
COLGATE PALMOLIVE CO
+$1.1M
20,547
+101%
增持
MCD
MCDONALDS CORP
+$1.1M
17,057
+7%
增持
ORCL
ORACLE CORP
+$1.1M
31,923
+3%
减持
MCK
MCKESSON CORP
-$1.1M
11,531
-1%
增持
WMT
WALMART INC
+$1.1M
78,648
+0%
增持
KMB
KIMBERLY-CLARK CORP
+$1.0M
19,310
+55%
清仓
VCEB
VANGUARD WORLD FD
-$1.0M
0
-100%
清仓
IEF
ISHARES TR
-$1.0M
0
-100%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$991.7K
29,297
-38%
减持
INTC
INTEL CORP
-$989.7K
37,372
-38%
增持
GLD
SPDR GOLD TR
+$952.2K
33,938
+0%
增持
JUST
GOLDMAN SACHS ETF TR
+$950.4K
207,030
+1%
清仓
VBND
ETF SER SOLUTIONS
-$916.3K
0
-100%
清仓
VIDI
ETF SER SOLUTIONS
-$907.2K
0
-100%
增持
PEP
PEPSICO INC
+$904.4K
29,565
+18%
增持
LOW
LOWES COS INC
+$893.6K
11,053
+16%
减持
IEUR
ISHARES TR
+$888.5K
241,190
-1%
增持
GILD
GILEAD SCIENCES INC
+$882.6K
19,880
+74%
增持
CAT
CATERPILLAR INC
+$873.2K
8,361
+16%
增持
IAU
ISHARES GOLD TR
+$852.5K
140,414
+1%
增持
MPC
MARATHON PETE CORP
+$846.5K
18,668
+48%
增持
NEE
NEXTERA ENERGY INC
+$846.2K
44,092
+8%
增持
GOOG
ALPHABET INC
-$843.3K
105,684
+5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$841.9K
8,260
+7%
增持
AMGN
AMGEN INC
+$833.9K
13,895
+19%
增持
TJX
TJX COS INC NEW
+$825.5K
29,296
+23%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$825.0K
20,940
+1%
减持
VXF
VANGUARD INDEX FDS
+$789.7K
74,175
-1%
减持
ESGV
VANGUARD WORLD FD
-$786.0K
30,309
-24%
增持
ABT
ABBOTT LABS
+$765.4K
37,939
+11%
增持
MCO
MOODYS CORP
+$737.2K
11,856
+2%
清仓
AVUV
AMERICAN CENTY ETF TR
-$734.2K
0
-100%
清仓
—
TE CONNECTIVITY LTD
-$732.7K
0
-100%
清仓
COWZ
PACER FDS TR
-$732.3K
0
-100%
建仓
—
TE CONNECTIVITY PLC
+$722.0K
4,782
减持
IJK
ISHARES TR
-$720.0K
9,976
-46%
增持
KO
COCA COLA CO
+$715.6K
80,504
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$698.6K
5,058
+169%
增持
IWF
ISHARES TR
+$695.5K
57,145
+0%
减持
QUAL
ISHARES TR
-$689.1K
3,584
-54%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$686.1K
35,151
+13%
增持
UNP
UNION PAC CORP
+$680.6K
13,968
+14%
增持
SPGI
S&P GLOBAL INC
+$670.2K
6,730
+7%
增持
RTX
RTX CORPORATION
+$667.3K
28,139
+3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$666.1K
33,604
+12%
增持
CSCO
CISCO SYS INC
+$652.6K
72,908
+7%
增持
BX
BLACKSTONE INC
+$642.4K
11,718
+26%
增持
AFL
AFLAC INC
+$610.7K
23,282
+4%
增持
—
ASML HOLDING N V
-$610.1K
3,425
+1%
减持
VB
VANGUARD INDEX FDS
+$604.1K
37,119
-1%
增持
—
EXXON MOBIL CORP
+$601.0K
56,664
+8%
清仓
VTEB
VANGUARD MUN BD FDS
-$600.3K
0
-100%
减持
IWM
ISHARES TR
+$593.0K
33,509
-0%
清仓
DG
DOLLAR GEN CORP NEW
-$592.7K
0
-100%
增持
BABA
ALIBABA GROUP HLDG LTD
+$591.7K
13,113
+18%
增持
NOW
SERVICENOW INC
+$585.4K
2,871
+14%
增持
QCOM
QUALCOMM INC
-$583.4K
25,662
+3%
增持
HIG
HARTFORD FINL SVCS GROUP INC
+$579.1K
25,739
+6%
增持
VTV
VANGUARD INDEX FDS
+$573.9K
28,862
+4%
增持
—
BERRY GLOBAL GROUP INC
+$569.3K
59,121
+1%
增持
—
BLACKROCK INC
+$564.0K
3,424
+0%
增持
GEV
GE VERNOVA INC
+$562.6K
4,938
+22%
增持
PGR
PROGRESSIVE CORP
+$546.0K
11,185
+1%
清仓
MRNA
MODERNA INC
-$542.0K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$539.8K
39,045
+10%
增持
KKR
KKR & CO INC
+$537.2K
5,651
+196%
增持
SHW
SHERWIN WILLIAMS CO
+$533.3K
4,521
+13%
建仓
IPX
IPERIONX LTD
+$529.5K
23,776
增持
AMT
AMERICAN TOWER CORP NEW
+$528.0K
10,026
+8%
增持
HPQ
HP INC
+$526.4K
64,230
+27%
增持
LMT
LOCKHEED MARTIN CORP
+$525.3K
3,772
+5%
增持
COST
COSTCO WHSL CORP NEW
+$522.9K
9,706
+2%
清仓
PPTY
ETF SER SOLUTIONS
-$522.1K
0
-100%
增持
TXN
TEXAS INSTRS INC
+$512.2K
22,392
+6%
清仓
SCHO
SCHWAB STRATEGIC TR
-$511.4K
0
-100%
增持
—
LINDE PLC
+$509.3K
6,709
+9%
增持
MS
MORGAN STANLEY
+$507.5K
50,755
+3%
增持
NVO
NOVO-NORDISK A S
-$503.9K
26,735
+3%
增持
QQQ
INVESCO QQQ TR
+$486.0K
39,370
+1%
增持
INFY
INFOSYS LTD
+$483.5K
77,517
+16%
减持
BIIB
BIOGEN INC
-$476.5K
1,529
-54%
增持
APP
APPLOVIN CORP
+$470.7K
8,104
+15%
增持
GS
GOLDMAN SACHS GROUP INC
+$470.1K
8,070
+4%
