BP
Bingham Private Wealth, LLC
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$1.3亿
申报季度: 2026-03-31 · 持股只数: 164
BINGHAM PRIVATE WEALTH, LLC在最新一期 13F 报告中披露了 164 项持股，申报期为 2026-03-31，总持股市值约为 US$1.3亿，季度换手率为 27.7%。
机构性格雪花图
- 集中度
- 5.24
- 持仓稳定性
- 27.71
- 动能／逆势
- 100
- 行业集中度
- 41.13
- 多样化
- 100
- 仓位均衡度
- 89.26
近期动向
减仓 MSFT
-32.3% -US$155.2万
减仓 ISRG
-63.5% -US$76.5万
加仓 XOM
+14.1% US$86.6万
加仓 TSM
+85.0% US$77.9万
减仓 MA
-29.6% -US$53.6万
加仓 COST
+86.3% US$65.9万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 3.69% | — | +3.21% | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.39% | — | +16.36% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.38% | -1.64% | -32.32% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.03% | — | +12.66% | |
| 5 | AVGO | Broadcom INC | 股票-科技 | 2.72% | -0.49% | +2.89% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.67% | +0.40% | +33.93% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.48% | — | -27.39% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.26% | — | +0.59% | |
| 9 | EQAL | Invesco Russell 1000 Equal W | ETF-其他 | 1.97% | — | -0.21% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.82% | +0.59% | +14.06% | |
| 11 | CSCO | Cisco Systems INC | 股票-科技 | 1.62% | — | +11.43% | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 1.60% | — | +9.98% | |
| 13 | ASML | ASML Holding N.V. | 股票-科技 | 1.52% | +0.27% | +7.33% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.44% | — | -1.28% | |
| 15 | GILD | Gilead Sciences INC | 股票-医疗保健 | 1.32% | +0.10% | +3.43% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.23% | — | +16.46% | |
| 17 | BN | Brookfield CORP | 股票-金融 | 1.20% | — | +3.21% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.20% | +0.56% | +85.03% | |
| 19 | IBM | Intl Business Machines CORP | 股票-科技 | 1.20% | -0.35% | +2.50% | |
| 20 | MBB | Ishares Mbs ETF | ETF-其他 | 1.19% | — | -0.30% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.19% | +0.28% | +4.94% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.15% | — | +9.99% | |
| 23 | PM | Philip Morris International | 股票-非周期性消费 | 1.12% | — | +12.84% | |
| 24 | WMT | Walmart INC | 股票-非周期性消费 | 1.11% | -0.33% | -25.14% | |
| 25 | ABBV | Abbvie INC | 股票-医疗保健 | 1.11% | +0.12% | +27.60% | |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.10% | — | +9.38% | |
| 27 | PWR | Quanta Services INC | 股票-工业 | 1.09% | +0.18% | +0.16% | |
| 28 | GEV | GE Vernova INC | 股票-工业 | 1.04% | +0.29% | +12.67% | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.98% | +0.49% | +86.27% | |
| 30 | FDX | Fedex CORP | 股票-工业 | 0.91% | — | +2.52% | |
| 31 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.85% | — | +9.67% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.84% | +0.19% | -49.93% | |
| 33 | CRH | CRH plc | 股票-原材料 | 0.83% | — | -0.56% | |
| 34 | TSLA | Tesla INC | 股票-周期性消费 | 0.82% | -0.35% | -8.08% | |
| 35 | DELL | Dell Technologies -c | 股票-科技 | 0.75% | — | +2.52% | |
| 36 | VZ | Verizon Communications INC | 股票-通信服务 | 0.73% | +0.25% | +34.62% | |
| 37 | TMUS | T-mobile US INC | 股票-通信服务 | 0.71% | — | +17.16% | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.70% | — | -3.69% | |
| 39 | WMB | Williams Cos INC | 股票-能源 | 0.70% | — | +6.34% | |
| 40 | NEE | Nextera Energy INC | 股票-公用事业 | 0.70% | +0.20% | +31.33% | |
| 41 | LNG | Cheniere Energy INC | 股票-能源 | 0.69% | +0.21% | +7.94% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.69% | +0.40% | +182.34% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.68% | -0.53% | -29.56% | |
| 44 | C | Citigroup INC | 股票-金融 | 0.67% | — | +2.71% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.63% | — | +21.76% | |
| 46 | RTX | Rtx CORP | 股票-工业 | 0.62% | — | -0.86% | |
| 47 | AZN | AstraZeneca PLC | 股票-医疗保健 | 0.62% | +0.62% | NEW | |
| 48 | SLB | Slb LTD | 股票-能源 | 0.61% | +0.28% | +48.55% | |
| 49 | PEP | Pepsico INC | 股票-非周期性消费 | 0.61% | — | +24.03% | |
| 50 | COP | Conocophillips | 股票-能源 | 0.59% | +0.34% | +82.50% |
1–50 of 164
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Bingham Private Wealth, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: AstraZeneca PLC (AZN); 清仓: Astrazeneca Plc-spons Adr (AZNN); 新建仓: Spdr Gold Shares (GLD); 新建仓: Ishares Russell 1000 Value E (IWD); 清仓: American International Group (AIG).
FAQ
Bingham Private Wealth, LLC 是什么机构？属于哪种投资人类型？
Bingham Private Wealth, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.3亿，分布在 164 个已申报仓位之中。
Bingham Private Wealth, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Bingham Private Wealth, LLC 按市值排列的前几大持股为：
1. Nvidia CORP (NVDA) — US$464.9万 (3.7%)
2. Amazon.com INC (AMZN) — US$426.7万 (3.4%)
3. Microsoft CORP (MSFT) — US$426.2万 (3.4%)
4. Alphabet Inc-cl A (GOOGL) — US$381.9万 (3.0%)
5. Broadcom INC (AVGO) — US$342.6万 (2.7%)
Bingham Private Wealth, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Bingham Private Wealth, LLC 共进行了 50 项显著调整：新建仓 17 个仓位、加仓 19 个既有持股、减仓 7 个仓位，并完全清仓 7 个持股。 其中幅度最大的异动：新建仓: AstraZeneca PLC (AZN); 清仓: Astrazeneca Plc-spons Adr (AZNN); 新建仓: Spdr Gold Shares (GLD); 新建仓: Ishares Russell 1000 Value E (IWD); 清仓: American International Group (AIG)
Bingham Private Wealth, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Bingham Private Wealth, LLC 的主要板块分布如下：
• Information Technology: 25.8%
• Financials: 14.1%
• Health Care: 11.5%
• Industrials: 9.7%
• Consumer Discretionary: 9.0%
• Communication Services: 8.2%