BINGHAM PRIVATE WEALTH, LLC
CIK 2063211 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $145.3M
- 持仓
- 178
- 截至
- 2026年6月30日
按 13F 价值排名第 7496（共 9443） · 前 79.4%
投资组合价值同比（季度）：+15.3% 13F不披露现金
- 前十大持仓权重
- 27.96%
- 前二十五大持仓权重
- 46.52%
- 持仓高于 1%
- 24
- 有效持仓数量
- 76.3
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 10.52% 估计买入 $20931094 · 卖出 $14271295
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 78.4% 仍持有
- 新仓位
- 31
- 增加
- 98
- 减少
- 42
- 已结清
- 17
本页内容
与标普500指数的表现对比
年化：+19.1%
近似于基于季度SEC 13F快照构建的买入并持有投资组合。不包括现金、空头头寸、期权/衍生品和非13(f)证券——仅反映已披露的多头股票账簿，而非基金总资产管理规模。SEC文件延迟最多可达45天；这不是一个可实时复制的交易。
可定价覆盖率：90.0% · 已排除期权：0.0%
行业细分
Technology
22.3%
Industrials
10.1%
Healthcare
8.6%
Retail
6.4%
Financials
6.1%
Financial Services
5.5%
Communication Services
4.7%
Energy
3.9%
Consumer Discretionary
3.8%
Consumer Staples
3.4%
Communications
2.2%
Materials
1.8%
Utilities
1.6%
Telecommunication
1.2%
Real Estate
1.1%
Logistics & Transportation
0.8%
Consumer products
0.6%
Packaging
0.1%
其他/未映射
15.9%
完整投资组合 178 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $5485860 | 3.78% | 18959 | $2362857 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $5219338 | 3.59% | 21899 | $952511 | 上涨 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $4930861 | 3.39% | 24643 | $281625 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $4665825 | 3.21% | 12508 | $403666 | 上涨 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $4093299 | 2.82% | 10836 | $667642 | 下跌 ×1 | ||
| SPY SPY | $4016266 | 2.76% | 5378 | $653259 | 上涨 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3565838 | 2.45% | 9978 | $-253246 | 下跌 ×1 | ||
| BIL | $3145818 | 2.16% | 34328 | $296089 | 上涨 ×2 | ||
| EQAL | $2826051 | 1.94% | 47694 | $339663 | 上涨 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $2677360 | 1.84% | 22794 | $633267 | 下跌 ×1 | ||
| IEI iShares 3-7 Year Treasury Bond ETF | $2324218 | 1.60% | 19789 | $304460 | 上涨 ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $2182972 | 1.50% | 4571 | $666590 | 上涨 ×2 | ||
| ABBV AbbVie Inc. Common Stock | $2167883 | 1.49% | 8615 | $775077 | 上涨 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2039392 | 1.40% | 6230 | $224476 | 上涨 ×1 | ||
| BN Brookfield Corporation Class A Limited Voting Shares | $1812375 | 1.25% | 42554 | $295438 | 上涨 ×2 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $1800443 | 1.24% | 905 | $-113440 | 下跌 ×1 | ||
| GEV GE Vernova Inc. Common Stock | $1794729 | 1.24% | 1528 | $482707 | 上涨 ×2 | ||
| MBB iShares MBS ETF | $1791438 | 1.23% | 18953 | $286006 | 上涨 ×1 | ||
| IBM International Business Machines Corporation Common Stock | $1763801 | 1.21% | 6273 | $252877 | 上涨 ×2 | ||
| V Visa Inc. | $1705184 | 1.17% | 4970 | $257690 | 上涨 ×2 | ||
| PM Philip Morris International Inc Common Stock | $1620230 | 1.11% | 8956 | $204589 | 上涨 ×2 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $1589962 | 1.09% | 30337 | $209211 | 上涨 ×2 | ||
| GILD Gilead Sciences, Inc. - Common Stock | $1509261 | 1.04% | 11946 | $-152728 | 上涨 ×2 | ||
| GE GE Aerospace Common Stock | $1497003 | 1.03% | 4006 | $1224236 | 上涨 ×1 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $1375142 | 0.95% | 14541 | $306214 | 上涨 ×2 | ||
| PWR Quanta Services, Inc. Common Stock | $1362316 | 0.94% | 1892 | $-12430 | 下跌 ×1 | ||
| WMT Walmart Inc. - Common Stock | $1283462 | 0.88% | 11332 | $-110214 | 上涨 ×1 | ||
| CVX Chevron Corporation Common Stock | $1219086 | 0.84% | 7353 | $-285098 | 上涨 ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $1190303 | 0.82% | 1272 | $-40645 | 上涨 ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $1168711 | 0.80% | 16369 | $611858 | 上涨 ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $1154126 | 0.79% | 2744 | $122148 | 下跌 ×2 | ||
| LLY Eli Lilly and Company Common Stock | $1128489 | 0.78% | 941 | $240911 | 下跌 ×2 | ||
| JNJ Johnson & Johnson Common Stock | $1104123 | 0.76% | 4346 | $48629 | 上涨 ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $1080380 | 0.74% | 14972 | $515514 | 上涨 ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $1077787 | 0.74% | 1012 | $379173 | 上涨 ×2 | ||
| CRH CRH PLC Ordinary Shares | $1065720 | 0.73% | 9960 | $18725 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $1056091 | 0.73% | 2989 | $189537 | 下跌 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1033637 | 0.71% | 1835 | $-516835 | 下跌 ×1 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $1011320 | 0.70% | 1048 | $337885 | 下跌 ×2 | ||
| WMB Williams Companies, Inc. (The) Common Stock | $999353 | 0.69% | 13443 | $113329 | 上涨 ×2 | ||
| MA Mastercard Incorporated Common Stock | $999318 | 0.69% | 1946 | $137404 | 上涨 ×1 | ||
| BAC Bank of America Corporation Common Stock | $951167 | 0.65% | 16693 | $160783 | 上涨 ×2 | ||
| KLAC KLA Corporation - Common Stock | $950386 | 0.65% | 3150 | $452711 | 上涨 ×2 | ||
| C Citigroup, Inc. Common Stock | $928915 | 0.64% | 6637 | $83217 | 下跌 ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $928070 | 0.64% | 2151 | $-21094 | 下跌 ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $913196 | 0.63% | 7105 | $192894 | 上涨 ×2 | ||
| RACE Ferrari N.V. Common Shares | $909504 | 0.63% | 2443 | 上涨 ×1 | |||
| ABNB Airbnb, Inc. - Class A Common Stock | $883499 | 0.61% | 6174 | $213331 | 上涨 ×2 | ||
| NEE NextEra Energy, Inc. Common Stock | $857358 | 0.59% | 9768 | $-24827 | 上涨 ×2 | ||
| LNG Cheniere Energy, Inc. Common Stock | $844661 | 0.58% | 3534 | $-22793 | 上涨 ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $843741 | 0.58% | 1167 | $443163 | 下跌 ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $838254 | 0.58% | 19781 | $-86117 | 上涨 ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $825900 | 0.57% | 1987 | $400673 | 上涨 ×2 | ||
| CB Chubb Limited Common Stock | $814709 | 0.56% | 2391 | $223798 | 上涨 ×2 | ||
| FDX FedEx Corporation Common Stock | $814138 | 0.56% | 2600 | $-330268 | 下跌 ×1 | ||
| SLB SLB Limited Common Shares | $812087 | 0.56% | 17468 | $48997 | 上涨 ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $799913 | 0.55% | 1377 | 上涨 ×1 | |||
| RTX RTX Corporation Common Stock | $792123 | 0.55% | 4175 | $9721 | 上涨 ×1 | ||
| AZN AstraZeneca PLC - American Depositary Shares | $778200 | 0.54% | 4104 | $-3975 | 上涨 ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $772146 | 0.53% | 9501 | $91803 | 上涨 ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $739551 | 0.51% | 8015 | $207245 | 上涨 ×2 | ||
| PLD Prologis, Inc. Common Stock | $732351 | 0.50% | 5406 | $46866 | 上涨 ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $699810 | 0.48% | 5165 | $-62599 | 上涨 ×2 | ||
| TMUS T-Mobile US, Inc. - Common Stock | $695843 | 0.48% | 4149 | $-204680 | 下跌 ×1 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $694666 | 0.48% | 13065 | $30587 | 上涨 ×2 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $690217 | 0.47% | 8406 | $169696 | 上涨 ×1 | ||
| WFC Wells Fargo & Company Common Stock | $685601 | 0.47% | 8296 | $8230 | 下跌 ×1 | ||
| DASH DoorDash, Inc. - Common Stock | $679809 | 0.47% | 3684 | $185365 | 上涨 ×2 | ||
| TDG Transdigm Group Incorporated Common Stock | $658028 | 0.45% | 494 | $117953 | 上涨 ×2 | ||
| VRTX Vertex Pharmaceuticals Incorporated - Common Stock | $641775 | 0.44% | 1292 | 上涨 ×1 | |||
| BRKB | $634995 | 0.44% | 1269 | $33120 | 上涨 ×2 | ||
| LUV Southwest Airlines Company Common Stock | $617914 | 0.43% | 12017 | $173160 | 上涨 ×2 | ||
| URI United Rentals, Inc. Common Stock | $599299 | 0.41% | 529 | $275818 | 上涨 ×2 | ||
| FCX Freeport-McMoRan, Inc. Common Stock | $597015 | 0.41% | 9493 | $54476 | 上涨 ×2 | ||
| COP ConocoPhillips Common Stock | $591740 | 0.41% | 5692 | $-145876 | 上涨 ×2 | ||
| ALL Allstate Corporation (The) Common Stock | $579860 | 0.40% | 2437 | $98002 | 上涨 ×1 | ||
| GLD | $575410 | 0.40% | 1562 | $-88097 | 上涨 ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $549491 | 0.38% | 1096 | $45181 | 上涨 ×2 | ||
| BTI British American Tobacco Industries, p.l.c. Common Stock ADR | $548244 | 0.38% | 8877 | $57388 | 上涨 ×2 | ||
| AMGN Amgen Inc. - Common Stock | $537911 | 0.37% | 1486 | $12934 | 下跌 ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $531981 | 0.37% | 526 | $100526 | 上涨 ×2 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $530878 | 0.37% | 6143 | $-28619 | 下跌 ×1 | ||
| HLT Hilton Worldwide Holdings Inc. Common Stock | $528406 | 0.36% | 1599 | $-86444 | 下跌 ×2 | ||
| MO Altria Group, Inc. | $523148 | 0.36% | 7271 | $36660 | 下跌 ×1 | ||
| GM General Motors Company Common Stock | $517746 | 0.36% | 6717 | $42436 | 上涨 ×2 | ||
| APH Amphenol Corporation Common Stock | $512739 | 0.35% | 2908 | $184608 | 上涨 ×2 | ||
| LIN Linde plc - Ordinary Shares | $510118 | 0.35% | 983 | $37659 | 上涨 ×2 | ||
| ENB Enbridge Inc Common Stock | $507189 | 0.35% | 9356 | $20146 | 上涨 ×1 | ||
| COF Capital One Financial Corporation Common Stock | $492321 | 0.34% | 2454 | $44455 | 下跌 ×2 | ||
| NRG NRG Energy, Inc. Common Stock | $474695 | 0.33% | 3250 | $173354 | 上涨 ×1 | ||
| NOC Northrop Grumman Corporation Common Stock | $474168 | 0.33% | 931 | $-152811 | 上涨 ×2 | ||
| TFC Truist Financial Corporation Common Stock | $474087 | 0.33% | 9516 | $36820 | 上涨 ×1 | ||
| PFE Pfizer, Inc. Common Stock | $452752 | 0.31% | 18802 | $-66166 | 上涨 ×2 | ||
| PRU Prudential Financial, Inc. Common Stock | $441757 | 0.30% | 4093 | $53732 | 上涨 ×1 | ||
| VLO Valero Energy Corporation Common Stock | $435716 | 0.30% | 1673 | $39894 | 上涨 ×2 | ||
| MET MetLife, Inc. Common Stock | $431003 | 0.30% | 5094 | $70755 | |||
| DHR Danaher Corporation Common Stock | $429151 | 0.30% | 2253 | $13927 | 上涨 ×2 | ||
| DE Deere & Company Common Stock | $421829 | 0.29% | 665 | $115394 | 上涨 ×1 | ||
| MCK McKesson Corporation Common Stock | $418602 | 0.29% | 554 | $-224360 | 下跌 ×1 | ||
| KKR KKR & Co. Inc. Common Stock | $417599 | 0.29% | 4550 | $67024 | 上涨 ×2 | ||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| RACE | $909504 | 2443 | 0.63% |
| AMD | $799913 | 1377 | 0.55% |
| VRTX | $641775 | 1292 | 0.44% |
| AEP | $377711 | 2760 | 0.26% |
| NBIS | $345765 | 1252 | 0.24% |
| PANW | $308623 | 905 | 0.21% |
| MU | $301272 | 261 | 0.21% |
| RCL | $268948 | 847 | 0.19% |
| TROW | $267399 | 2352 | 0.18% |
| SWK | $267395 | 2841 | 0.18% |
| LRCX | $256673 | 592 | 0.18% |
| INTC | $254825 | 1825 | 0.18% |
| CYD | $250704 | 5288 | 0.17% |
| ACN | $244837 | 1967 | 0.17% |
| MNST | $244433 | 2543 | 0.17% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| AAPL | 增持 | +7K | +$2.4M |
| AMZN | 增持 | +1K | +$953K |
| ABBV | 增持 | +2K | +$775K |
| AVGO | 削减 | -232 | +$668K |
| TSM | 增持 | +84 | +$667K |
| SPY | 增持 | +207 | +$653K |
| CSCO | 削减 | -4K | +$633K |
| NFLX | 增持 | +11K | +$612K |
| META | 削减 | -875 | -$517K |
| UBER | 增持 | +7K | +$516K |
1 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| XOM | 2026年6月30日 | 13489 | $2288718 | 22.5% |
| IWD | 2026年6月30日 | 2549 | $544645 | 不再跟踪 |
| AIG | 2026年3月31日 | 6325 | $541104 | 0.3% |
| TEL | 2025年3月31日 | 3632 | $519267 | 42.1% |
| VOO | 2025年3月31日 | 792 | $426738 | 不再跟踪 |
| QCOM | 2026年6月30日 | 3057 | $393680 | -12.3% |
| CRBG | 2026年3月31日 | 12763 | $385060 | 34.3% |
| TT | 2026年3月31日 | 979 | $381027 | 9.0% |
| BLK | 2026年6月30日 | 388 | $373143 | 19.8% |
| XEL | 2026年3月31日 | 4302 | $317746 | 0.3% |
| PPL | 2026年6月30日 | 8307 | $317327 | -2.0% |
| ACN | 2026年3月31日 | 1104 | $296203 | -6.7% |
| ORCL | 2025年6月30日 | 2103 | $294020 | -34.8% |
| GLPI | 2025年6月30日 | 5667 | $288450 | -7.2% |
| SNY | 2026年6月30日 | 5941 | $286237 | 6.5% |
| STT | 2026年3月31日 | 2077 | $267954 | 46.5% |
| EMBJ | 2026年6月30日 | 4441 | $263529 | 20.7% |
| AEM | 2026年6月30日 | 1165 | $236472 | 34.4% |
| CMCSA | 2025年6月30日 | 6395 | $235976 | -25.3% |
| IRM | 2025年3月31日 | 2241 | $235552 | 41.2% |
| GFI | 2026年6月30日 | 5149 | $233765 | 31.3% |
| BVN | 2026年6月30日 | 6336 | $228349 | 14.6% |
| TROW | 2026年3月31日 | 2230 | $228307 | 24.8% |
| MRSH | 2025年6月30日 | 901 | $219871 | -13.9% |
| INTU | 2026年3月31日 | 326 | $215949 | -16.3% |
| RYAAY | 2026年6月30日 | 3644 | $210623 | -16.0% |
| NVO | 2026年6月30日 | 5621 | $206572 | -3.0% |
| MDT | 2026年3月31日 | 2115 | $203167 | 8.6% |
| CPRT | 2026年3月31日 | 5171 | $202445 | 2.5% |
| ZTS | 2025年6月30日 | 1229 | $202355 | -51.4% |
| MNST | 2026年3月31日 | 2638 | $202255 | -34.1% |
| ITOT | 2025年6月30日 | 1651 | $201439 | 不再跟踪 |
| HMY | 2026年6月30日 | 10881 | $167241 | 41.5% |
| SBSW | 2026年6月30日 | 13323 | $164139 | 36.9% |
| VNET | 2026年6月30日 | 16762 | $140633 | -15.5% |
| TIGR | 2026年3月31日 | 12659 | $121020 | -20.8% |
| SAN | 2026年6月30日 | 10562 | $119139 | 3.1% |
| VLRS | 2026年6月30日 | 13764 | $99651 | -25.2% |
| AEG | 2026年3月31日 | 11241 | $86668 | 24.2% |