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J. L. Bainbridge & Co., Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
J. L. Bainbridge & Co., Inc.
报告期 2026-03-31 · CIK 0001742315
持仓数
107
前50大市值合计
$1.10B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 79 项
建仓 9
增持 29
减持 36
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP COM
+$37.1M
321,467
-2%
增持
MAXJ
ISHARES LARGE CAP MAX BUFFER JUN ETF
+$22.3M
948,338
+547%
减持
JNJ
JOHNSON & JOHNSON COM
-$21.1M
8,572
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。
-94%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$15.1M
90,479
+1%
减持
—
EATON CORP PLC SHS
+$13.0M
161,002
-2%
清仓
WCC
WESCO INTL INC COM
-$12.4M
0
-100%
增持
META
META PLATFORMS INC CL A
+$11.6M
68,880
+1%
减持
AAPL
APPLE INC COM
-$9.6M
498,579
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$9.4M
160,840
-1%
增持
GE
GE AEROSPACE COM NEW
+$8.6M
131,700
+4%
减持
AMZN
AMAZON COM INC COM
+$6.8M
238,833
-0%
增持
FISV
FISERV INC COM
-$6.2M
252,707
+12%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$5.3M
269,315
-1%
减持
DIS
DISNEY WALT CO COM
+$5.0M
214,054
-2%
减持
GOOG
ALPHABET INC CAP STK CL C
+$4.1M
215,372
-1%
减持
DAL
DELTA AIR LINES INC DEL COM NEW
+$4.0M
787,748
-1%
减持
AXP
AMERICAN EXPRESS CO COM
+$3.9M
91,963
-3%
建仓
MMAX
ISHARES LARGE CAP MAX BUFFER MAR ETF
+$3.9M
152,324
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$2.9M
49,352
-2%
增持
SMAX
ISHARES LARGE CAP MAX BUFFER SEP ETF
+$2.7M
1,380,226
+4%
减持
BDX
BECTON DICKINSON & CO COM
-$2.5M
38,352
-3%
增持
BX
BLACKSTONE INC COM
+$1.9M
180,913
+1%
减持
BIIB
BIOGEN INC COM
-$1.7M
122,345
-2%
增持
NVDA
NVIDIA CORPORATION COM
+$1.4M
19,343
+26%
减持
GM
GENERAL MTRS CO COM
+$939.3K
646,160
-2%
减持
QCOM
QUALCOMM INC COM
+$756.6K
209,419
-1%
增持
TSLA
TESLA INC COM
+$724.5K
4,336
+72%
增持
CRM
SALESFORCE INC COM
+$445.5K
66,461
+1%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$354.4K
4,136
+1%
清仓
URI
UNITED RENTALS INC COM
-$349.7K
0
-100%
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATION CL A
+$336.1K
1,090
建仓
GEV
GE VERNOVA INC COM
+$329.7K
623
减持
NEE
NEXTERA ENERGY INC COM
-$325.3K
122,673
-2%
建仓
ORCL
ORACLE CORP COM
+$295.7K
1,353
建仓
SMH
VANECK SEMICONDUCTOR ETF
+$244.9K
878
建仓
ITT
ITT INC COM
+$239.5K
1,527
建仓
IAU
ISHARES GOLD TRUST
+$239.3K
3,837
建仓
SLF
SUN LIFE FINANCIAL INC. COM
+$209.2K
3,148
清仓
OKE
ONEOK INC NEW COM
-$209.1K
0
-100%
清仓
COKE
COCA COLA CONS INC COM
-$202.5K
0
-100%
清仓
PEP
PEPSICO INC COM
-$201.4K
0
-100%
减持
NFLX
NETFLIX INC COM
+$181.5K
502
-5%
减持
JPM
JPMORGAN CHASE & CO. COM
+$139.5K
3,138
-0%
减持
PG
PROCTER AND GAMBLE CO COM
-$133.5K
9,088
-2%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$125.4K
1,027
+0%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$109.0K
2,331
-6%
减持
CI
THE CIGNA GROUP COM
+$108.3K
136,958
-0%
增持
SPY
SPDR S&P 500 ETF TRUST
+$108.2K
1,687
+1%
减持
SCHW
SCHWAB CHARLES CORP COM
+$101.7K
15,711
-8%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$90.1K
5,932
+2%
增持
CVX
CHEVRON CORP NEW COM
-$90.0K
4,291
+2%
增持
PM
PHILIP MORRIS INTL INC COM
+$81.7K
3,384
+0%
减持
WMT
WALMART INC COM
+$78.1K
9,412
-2%
增持
COST
COSTCO WHSL CORP NEW COM
+$72.0K
666
+7%
增持
—
EXXON MOBIL CORP COM
-$60.0K
5,664
+0%
减持
BAC
BANK AMERICA CORP COM
+$53.5K
9,649
-0%
减持
MCD
MCDONALDS CORP COM
-$42.3K
2,064
-0%
增持
ABBV
ABBVIE INC COM
-$39.7K
1,913
+2%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$32.2K
17,154
+0%
增持
XYL
XYLEM INC COM
+$24.9K
1,855
+3%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$24.7K
6,634
-3%
减持
CSCO
CISCO SYS INC COM
+$24.4K
3,563
-1%
增持
T
AT&T INC COM
+$24.1K
21,253
+2%
增持
LLY
ELI LILLY & CO COM
-$23.9K
524
+0%
减持
HON
HONEYWELL INTL INC COM
-$23.6K
918
-18%
减持
SBUX
STARBUCKS CORP COM
-$22.0K
3,311
-0%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$20.1K
4,992
-6%
建仓
PLUG
PLUG POWER INC COM NEW
+$17.9K
11,989
减持
KO
COCA COLA CO COM
-$17.7K
5,697
-3%
增持
LMT
LOCKHEED MARTIN CORP COM
+$15.8K
553
+3%
减持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
-$14.9K
20,737
-7%
减持
HD
HOME DEPOT INC COM
-$13.9K
2,553
-2%
增持
HIG
HARTFORD INSURANCE GROUP INC COM
+$13.3K
2,055
+3%
增持
OTIS
OTIS WORLDWIDE CORP COM
-$10.3K
3,110
+1%
增持
SO
SOUTHERN CO COM
+$6.0K
4,523
+2%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$5.5K
18,834
-9%
增持
MO
ALTRIA GROUP INC COM
-$5.4K
4,651
+0%
增持
TIP
ISHARES TIPS BOND ETF
-$3.0K
3,503
+0%
减持
V
VISA INC COM CL A
-$761
881
-2%