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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 31
增持 65
减持 35
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
GBIL
GOLDMAN SACHS ETF TR
+$1.3M
13,593
+7288%
建仓
SCHO
SCHWAB STRATEGIC TR
+$1.1M
43,163
减持
GOOGL
ALPHABET INC
+$1.0M
16,614
-3%
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
AAPL
APPLE INC
+$911.3K
17,434
+1%
建仓
LULU
LULULEMON ATHLETICA INC
+$839.3K
4,717
减持
RHI
ROBERT HALF INC
-$749.1K
40,460
-22%
减持
BWA
BORGWARNER INC
+$731.4K
94,576
-8%
增持
IVV
ISHARES TR
+$507.2K
3,832
+16%
减持
DE
DEERE CO
-$484.4K
3,578
-14%
减持
WBD
WARNER BROS DISCOVERY INC
+$442.5K
57,734
-3%
增持
MSFT
MICROSOFT CORP
+$432.7K
4,283
+19%
减持
UPS
UNITED PARCEL SERVICE INC
-$376.1K
12,004
-12%
减持
BNY
BANK NEW YORK MELLON CORP
+$352.3K
49,398
-11%
清仓
IUSB
ISHARES TR
-$294.8K
0
-100%
减持
INTC
INTEL CORP
+$277.5K
31,628
-10%
减持
AMAT
APPLIED MATLS INC
+$263.4K
20,830
-5%
减持
SLV
ISHARES SILVER TR
+$239.7K
74,350
-16%
增持
AVGO
BROADCOM INC
+$234.8K
837
+458%
减持
CVS
CVS HEALTH CORP
-$213.4K
23,324
-18%
建仓
SPY
SPDR S P 500 ETF TR
+$209.2K
314
增持
ORCL
ORACLE CORP
+$206.4K
782
+1161%
减持
CAT
CATERPILLAR INC
+$205.0K
3,024
-5%
清仓
FEZ
SPDR INDEX SHS FDS
-$202.9K
0
-100%
增持
AGG
ISHARES TR
+$200.6K
3,736
+113%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$199.3K
17,598
+5%
减持
V
VISA INC
-$192.7K
4,396
-8%
减持
ON
ON SEMICONDUCTOR CORP
-$180.8K
31,088
-5%
清仓
NOW
SERVICENOW INC
-$171.7K
0
-100%
减持
—
PENTAIR PLC
-$164.6K
12,929
-17%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$159.1K
3,441
增持
IAU
ISHARES GOLD TR
+$159.0K
4,327
+73%
建仓
HOOD
ROBINHOOD MKTS INC
+$157.2K
1,098
建仓
VEEV
VEEVA SYS INC
+$157.0K
527
建仓
GS
GOLDMAN SACHS GROUP INC
+$154.5K
194
清仓
ISRG
INTUITIVE SURGICAL INC
-$148.9K
0
-100%
增持
IUSG
ISHARES TR
+$146.2K
6,824
+5%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$145.3K
2,235
增持
GEV
GE VERNOVA INC
+$144.7K
243
+2600%
清仓
GTO
INVESCO ACTIVELY MANAGED EXC
-$142.3K
0
-100%
减持
SCHW
SCHWAB CHARLES CORP
-$141.6K
43,867
-8%
增持
PM
PHILIP MORRIS INTL INC
+$137.0K
912
+1420%
清仓
TDG
TRANSDIGM GROUP INC
-$135.3K
0
-100%
建仓
FSLR
FIRST SOLAR INC
+$131.9K
598
建仓
BWXT
BWX TECHNOLOGIES INC
+$131.1K
711
清仓
SPGI
S P GLOBAL INC
-$129.7K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$126.2K
700
-73%
增持
LMBS
FIRST TR EXCHANGE TRADED FD
+$125.3K
3,431
+271%
增持
VGT
VANGUARD WORLD FD
+$124.8K
399
+53%
清仓
FICO
FAIR ISAAC CORP
-$124.3K
0
-100%
建仓
RKT
ROCKET COS INC
+$122.2K
6,306
清仓
KNSL
KINSALE CAP GROUP INC
-$118.1K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$117.5K
3,493
-15%
增持
NVDA
NVIDIA CORPORATION
+$115.4K
2,706
+10%
减持
RTX
RTX CORPORATION
-$113.6K
970
-49%
减持
INTU
INTUIT
-$112.4K
35
-80%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$111.7K
0
-100%
减持
—
EXXON MOBIL CORP
-$111.7K
404
-72%
增持
NET
CLOUDFLARE INC
+$109.0K
518
+4609%
清仓
FISV
FISERV INC
-$107.2K
0
-100%
清仓
EQT
EQT CORP
-$98.8K
0
-100%
增持
JNJ
JOHNSON JOHNSON
+$94.2K
2,483
+4%
增持
IVE
ISHARES TR
+$89.7K
4,553
+5%
增持
IEMG
ISHARES INC
+$89.3K
10,251
+5%
增持
AMZN
AMAZON COM INC
+$89.2K
4,469
+10%
增持
TJX
TJX COS INC NEW
+$88.6K
2,480
+14%
减持
—
MEDTRONIC PLC
+$82.7K
41,321
-7%
增持
EVTR
MORGAN STANLEY ETF TRUST
+$82.7K
2,523
+172%
增持
CEG
CONSTELLATION ENERGY CORP
+$82.4K
264
+1786%
增持
IEFA
ISHARES TR
+$76.9K
9,058
+6%
增持
ACWX
ISHARES TR
+$76.8K
10,339
+6%
减持
T
AT T INC
-$76.6K
27,739
-7%
建仓
VB
VANGUARD INDEX FDS
+$74.0K
291
增持
WMT
WALMART INC
+$73.0K
5,960
+8%
增持
SHOP
SHOPIFY INC
+$53.0K
1,315
+6%
增持
—
ACCENTURE PLC IRELAND
+$53.0K
222
+3600%
清仓
CLX
CLOROX CO DEL
-$52.8K
0
-100%
清仓
IAGG
ISHARES TR
-$51.7K
0
-100%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$51.7K
1,776
+15%
增持
JPM
JPMORGAN CHASE CO
+$49.2K
1,441
+3%
减持
ANET
ARISTA NETWORKS INC
+$48.2K
1,190
-3%
建仓
TXN
TEXAS INSTRS INC
+$47.2K
257
减持
AMGN
AMGEN INC
-$47.1K
13,183
-2%
减持
AVY
AVERY DENNISON CORP
-$47.0K
232
-52%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$46.7K
3,788
+18%
增持
AMD
ADVANCED MICRO DEVICES INC
+$46.5K
340
+467%
建仓
VFH
VANGUARD WORLD FD
+$45.9K
350
增持
ADBE
ADOBE INC
+$44.6K
236
+136%
建仓
QQQ
INVESCO QQQ TR
+$42.0K
70
减持
SLB
SCHLUMBERGER LTD
-$41.7K
12,566
-10%
建仓
—
TE CONNECTIVITY PLC
+$39.1K
178
建仓
MAGS
LISTED FD TR
+$38.7K
596
建仓
VOT
VANGUARD INDEX FDS
+$36.4K
124
增持
KMI
KINDER MORGAN INC DEL
+$34.4K
1,476
+486%
增持
PANW
PALO ALTO NETWORKS INC
+$33.7K
267
+164%
增持
CVX
CHEVRON CORP NEW
+$32.2K
268
+306%
建仓
DLR
DIGITAL RLTY TR INC
+$32.2K
186
增持
XLC
SELECT SECTOR SPDR TR
+$32.1K
743
+44%
减持
PEP
PEPSICO INC
+$31.4K
9,830
-4%
增持
XLF
SELECT SECTOR SPDR TR
+$30.5K
2,082
+33%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$30.4K
305
增持
HD
HOME DEPOT INC
+$30.2K
345
+15%
减持
MRVL
MARVELL TECHNOLOGY INC
+$29.3K
22,979
-7%
减持
KLAC
KLA CORP
+$29.0K
237
-6%
增持
APH
AMPHENOL CORP NEW
+$28.7K
449
+65%
增持
APP
APPLOVIN CORP
+$27.4K
60
+33%
建仓
MU
MICRON TECHNOLOGY INC
+$26.8K
160
建仓
USB
US BANCORP DEL
+$26.1K
541
增持
PWR
QUANTA SVCS INC
+$26.1K
490
+5%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$25.9K
423
+6%
清仓
VRSN
VERISIGN INC
-$25.7K
0
-100%
增持
IJH
ISHARES TR
+$25.0K
3,937
+5%
建仓
SOXX
ISHARES TR
+$24.7K
91
增持
HON
HONEYWELL INTL INC
+$24.3K
142
+492%
建仓
PSX
PHILLIPS 66
+$24.2K
178
增持
VCR
VANGUARD WORLD FD
+$24.1K
199
+32%
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$23.7K
0
-100%
建仓
XHB
SPDR SER TR
+$23.6K
213
增持
MRK
MERCK CO INC
+$22.7K
354
+302%
减持
NUE
NUCOR CORP
-$21.8K
5,230
-7%
增持
MCK
MCKESSON CORP
+$21.8K
271
+6%
增持
SPYM
SPDR SER TR
+$21.6K
1,308
+18%
建仓
ILCG
ISHARES TR
+$20.5K
197
增持
LMT
LOCKHEED MARTIN CORP
+$20.5K
54
+286%
减持
CTAS
CINTAS CORP
-$20.0K
59
-59%
建仓
ADI
ANALOG DEVICES INC
+$19.7K
80
建仓
LQD
ISHARES TR
+$19.2K
172
减持
COST
COSTCO WHSL CORP NEW
-$18.2K
222
-2%
增持
SPDW
SPDR INDEX SHS FDS
+$18.1K
1,579
+29%
增持
GE
GE AEROSPACE
+$17.5K
89
+147%
增持
HEFA
ISHARES TR
+$17.4K
3,962
+8%
增持
ALL
ALLSTATE CORP
+$16.5K
138
+112%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$16.1K
305
+5%
增持
TRV
TRAVELERS COMPANIES INC
+$15.8K
96
+134%
减持
NFLX
NETFLIX INC
-$15.7K
45
-13%
增持
MO
ALTRIA GROUP INC
+$15.4K
357
+155%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$15.0K
4,557
+9%
增持
FBND
FIDELITY MERRIMACK STR TR
+$14.9K
3,508
+9%
增持
AXON
AXON ENTERPRISE INC
-$14.9K
195
+4%
建仓
DELL
DELL TECHNOLOGIES INC
+$14.7K
104
清仓
MPWR
MONOLITHIC PWR SYS INC
-$14.6K
0
-100%
清仓
IGV
ISHARES TR
-$13.9K
0
-100%
增持
SHW
SHERWIN WILLIAMS CO
+$13.8K
131
+42%
建仓
CBOE
CBOE GLOBAL MKTS INC
+$13.5K
55
建仓
HUBB
HUBBELL INC
+$13.3K
31
清仓
AXP
AMERICAN EXPRESS CO
-$13.1K
0
-100%
增持
META
META PLATFORMS INC
+$13.0K
277
+7%
增持
MA
MASTERCARD INCORPORATED
+$12.9K
328
+6%
增持
XLI
SELECT SECTOR SPDR TR
+$12.9K
711
+8%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$12.7K
2,854
+9%
减持
DIS
DISNEY WALT CO
-$12.7K
34
-75%
