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Barnes Dennig Private Wealth Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Barnes Dennig Private Wealth Management LLC
报告期 2026-03-31 · CIK 0002058270
持仓数
307
前50大市值合计
$83.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 58
增持 58
减持 27
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
MRVL
MARVELL TECHNOLOGY INC
+$1.9M
24,581
+13259%
增持
GOOGL
ALPHABET INC
+$1.6M
17,110
+93%
增持
IVV
ISHARES TR
+$1.3M
3,314
+159%
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。
减持
UPS
UNITED PARCEL SERVICE INC
-$1.3M
13,660
-44%
建仓
IUSG
ISHARES TR
+$976.7K
6,494
增持
IVE
ISHARES TR
+$727.7K
4,353
+575%
减持
AMAT
APPLIED MATLS INC
+$689.0K
21,857
-4%
增持
SCHW
SCHWAB CHARLES CORP
+$666.8K
47,453
+1%
增持
MSFT
MICROSOFT CORP
+$634.4K
3,590
+17%
增持
IEFA
ISHARES TR
+$622.8K
8,552
+610%
增持
BWA
BORGWARNER INC
+$621.9K
102,335
+5%
减持
AMGN
AMGEN INC
-$537.0K
13,493
-2%
增持
ACWX
ISHARES TR
+$528.8K
9,769
+715%
建仓
UJUN
INNOVATOR ETFS TRUST
+$505.3K
14,185
建仓
PBJN
PGIM ROCK ETF TR
+$504.6K
17,714
建仓
JUNW
AIM ETF PRODUCTS TRUST
+$503.7K
15,809
增持
IEMG
ISHARES INC
+$493.6K
9,769
+468%
清仓
—
PAYCOR HCM INC
-$454.0K
0
-100%
增持
ON
ON SEMICONDUCTOR CORP
+$398.9K
32,698
+1%
增持
AMZN
AMAZON COM INC
+$377.6K
4,066
+50%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$362.1K
16,820
+0%
增持
NVDA
NVIDIA CORPORATION
+$338.9K
2,465
+429%
建仓
IUSB
ISHARES TR
+$294.8K
6,377
建仓
KLAC
KLA CORP
+$226.6K
253
建仓
FEZ
SPDR INDEX SHS FDS
+$202.9K
3,397
增持
UBER
UBER TECHNOLOGIES INC
+$195.2K
2,130
+4338%
增持
CAT
CATERPILLAR INC
+$191.2K
3,189
+0%
减持
SLB
SCHLUMBERGER LTD
-$189.8K
14,013
-12%
增持
IJH
ISHARES TR
+$189.7K
3,740
+416%
增持
PEP
PEPSICO INC
-$180.3K
10,217
+0%
增持
MCK
MCKESSON CORP
+$174.1K
256
+1180%
建仓
AGG
ISHARES TR
+$173.9K
1,753
建仓
MA
MASTERCARD INCORPORATED
+$173.6K
309
增持
PWR
QUANTA SVCS INC
+$173.4K
468
+3243%
建仓
NOW
SERVICENOW INC
+$171.7K
167
增持
JPM
JPMORGAN CHASE CO
+$170.1K
1,398
+46%
增持
VGT
VANGUARD WORLD FD
+$169.9K
261
+4250%
减持
—
PENTAIR PLC
+$167.8K
15,552
-5%
建仓
MELI
MERCADOLIBRE INC
+$164.7K
63
减持
—
MEDTRONIC PLC
-$163.5K
44,198
-1%
增持
META
META PLATFORMS INC
+$162.8K
258
+438%
增持
COST
COSTCO WHSL CORP NEW
+$159.4K
226
+232%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$158.8K
336
+860%
建仓
AXON
AXON ENTERPRISE INC
+$154.8K
187
建仓
SHOP
SHOPIFY INC
+$142.5K
1,235
建仓
GTO
INVESCO ACTIVELY MANAGED EXC
+$142.3K
3,034
增持
FBND
FIDELITY MERRIMACK STR TR
+$141.4K
3,220
+2377%
建仓
HTRB
HARTFORD FDS EXCHANGE TRADED
+$141.3K
4,172
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$139.8K
1,551
建仓
HEFA
ISHARES TR
+$139.6K
3,677
建仓
TDG
TRANSDIGM GROUP INC
+$135.3K
89
增持
LLY
ELI LILLY CO
+$133.4K
615
+47%
增持
IAU
ISHARES GOLD TR
+$132.2K
2,499
+523%
增持
ISRG
INTUITIVE SURGICAL INC
+$131.6K
274
+683%
建仓
SPGI
S P GLOBAL INC
+$129.7K
246
增持
NEE
NEXTERA ENERGY INC
+$129.4K
2,579
+268%
建仓
ANET
ARISTA NETWORKS INC
+$125.2K
1,224
减持
UNH
UNITEDHEALTH GROUP INC
-$124.6K
143
-56%
建仓
FICO
FAIR ISAAC CORP
+$124.3K
68
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$123.0K
2,613
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$122.6K
398
增持
INTU
INTUIT
+$119.1K
173
+518%
减持
DE
DEERE CO
+$118.6K
4,171
-2%
建仓
KNSL
KINSALE CAP GROUP INC
+$118.1K
244
建仓
—
LINDE PLC
+$111.7K
238
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$111.5K
732
-75%
建仓
FISV
FISERV INC
+$107.2K
622
建仓
EQT
EQT CORP
+$98.8K
1,694
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$98.2K
251
+796%
建仓
—
SPOTIFY TECHNOLOGY S A
+$97.5K
127
建仓
XLI
SELECT SECTOR SPDR TR
+$96.8K
656
减持
CVS
CVS HEALTH CORP
-$92.8K
28,585
-6%
减持
—
KELLANOVA
-$88.4K
6,952
-11%
减持
BNY
BANK NEW YORK MELLON CORP
-$87.8K
55,209
-10%
减持
INTC
INTEL CORP
-$85.1K
34,982
-9%
建仓
XLF
SELECT SECTOR SPDR TR
+$81.7K
1,560
减持
PG
PROCTER AND GAMBLE CO
-$78.0K
4,106
-4%
增持
AAPL
APPLE INC
+$74.7K
17,195
+11%
减持
ORCL
ORACLE CORP
-$74.0K
62
-90%
建仓
JUNT
AIM ETF PRODUCTS TRUST
+$73.8K
2,166
建仓
BJUN
INNOVATOR ETFS TRUST
+$73.7K
1,684
建仓
JUNP
PGIM ROCK ETF TR
+$73.6K
2,562
增持
VEA
VANGUARD TAX MANAGED FDS
+$72.9K
11,757
+0%
建仓
EMB
ISHARES TR
+$72.7K
785
建仓
IJR
ISHARES TR
+$69.7K
638
增持
—
EXXON MOBIL CORP
+$65.3K
1,459
+89%
增持
WMT
WALMART INC
+$64.8K
5,535
+2%
增持
SPYM
SPDR SER TR
+$57.2K
1,112
+210%
建仓
VCR
VANGUARD WORLD FD
+$54.7K
151
增持
XLC
SELECT SECTOR SPDR TR
+$54.0K
515
+2475%
建仓
IEF
ISHARES TR
+$52.0K
543
建仓
IAGG
ISHARES TR
+$51.7K
1,012
减持
T
AT T INC
-$50.5K
29,716
-8%
增持
XLV
SELECT SECTOR SPDR TR
+$50.0K
400
+1381%
建仓
SPDW
SPDR INDEX SHS FDS
+$49.4K
1,221
清仓
MCHP
MICROCHIP TECHNOLOGY INC
-$48.4K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$47.8K
51
-88%
建仓
TIP
ISHARES TR
+$47.2K
429
建仓
EVTR
MORGAN STANLEY ETF TRUST
+$47.2K
927
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$46.4K
212
+89%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$46.2K
1,090
+1%
建仓
LMBS
FIRST TR EXCHANGE TRADED FD
+$45.6K
925
减持
SLV
ISHARES SILVER TR
+$40.1K
88,709
-4%
建仓
LRCX
LAM RESEARCH CORP
+$38.1K
391
减持
PFE
PFIZER INC
-$37.6K
40
-97%
减持
WBD
WARNER BROS DISCOVERY INC
-$34.1K
59,777
-11%
减持
JNJ
JOHNSON JOHNSON
-$33.5K
2,397
-1%
建仓
VNQ
VANGUARD INDEX FDS
+$32.5K
365
增持
CTAS
CINTAS CORP
+$28.8K
144
+800%
增持
NFLX
NETFLIX INC
+$27.7K
52
+16%
减持
AVY
AVERY DENNISON CORP
-$25.6K
482
-22%
清仓
EIX
EDISON INTL
-$25.3K
0
-100%
建仓
VST
VISTRA CORP
+$24.0K
124
增持
MPC
MARATHON PETE CORP
+$23.7K
356
+47%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$22.9K
290
+47%
增持
COR
CENCORA INC
+$21.8K
288
+24%
增持
BKNG
BOOKING HOLDINGS INC
+$20.9K
6
+100%
建仓
RMD
RESMED INC
+$20.9K
81
清仓
EMN
EASTMAN CHEM CO
-$20.7K
0
-100%
减持
MRK
MERCK CO INC
-$20.5K
88
-71%
增持
LOW
LOWES COS INC
+$20.4K
193
+101%
增持
XLP
SELECT SECTOR SPDR TR
+$19.4K
643
+61%
增持
HCA
HCA HEALTHCARE INC
+$19.0K
63
+320%
清仓
CALF
PACER FDS TR
-$18.8K
0
-100%
建仓
GBIL
GOLDMAN SACHS ETF TR
+$18.4K
184
清仓
NDAQ
NASDAQ INC
-$18.2K
0
-100%
建仓
HWM
HOWMET AEROSPACE INC
+$18.1K
97
增持
—
TRANE TECHNOLOGIES PLC
+$18.0K
48
+433%
建仓
NRG
NRG ENERGY INC
+$17.2K
107
增持
PGR
PROGRESSIVE CORP
+$15.9K
84
+265%
清仓
GILD
GILEAD SCIENCES INC
-$15.6K
0
-100%
建仓
SPSM
SPDR SER TR
+$15.4K
362
减持
RTX
RTX CORPORATION
+$14.8K
1,890
-4%
增持
ECL
ECOLAB INC
+$14.7K
66
+450%
增持
TJX
TJX COS INC NEW
+$14.7K
2,185
+4%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$14.6K
91
建仓
MPWR
MONOLITHIC PWR SYS INC
+$14.6K
20
建仓
SPEM
SPDR INDEX SHS FDS
+$14.3K
335
增持
APH
AMPHENOL CORP NEW
+$14.2K
272
+41%
建仓
SPMD
SPDR SER TR
+$14.0K
257
建仓
WRB
BERKLEY W R CORP
+$14.0K
190
建仓
IGV
ISHARES TR
+$13.9K
127
增持
XLU
SELECT SECTOR SPDR TR
+$13.6K
295
+122%
建仓
CF
CF INDS HLDGS INC
+$13.5K
147
增持
DIS
DISNEY WALT CO
+$13.3K
134
+294%
建仓
AXP
AMERICAN EXPRESS CO
+$13.1K
41
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$13.0K
304
+117%
减持
PM
PHILIP MORRIS INTL INC
-$12.9K
60
-60%
减持
V
VISA INC
-$12.8K
4,770
-2%
减持
TSLA
TESLA INC
-$12.5K
12
-81%
