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Brindle & Bay Financial Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

Brindle & Bay Financial Advisors, LLC

No.7145 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.00亿
环比变动 Q1 2026
+$3,703.2万+22.7%
持仓股票数
86
新买入
21
加仓
49
减仓
16
清仓
2
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
I景顺QQQ信托VOO
11.57%3.2%$2,313.9万3.1万股$521.3万9,031股+2.2万股+247.93%加仓
V先锋领航·FTSEVEA
10.32%10.52%$2,063.7万29.0万股$1,714.4万26.8万股+2.2万股+8.26%加仓
V先锋领航指数基金VB
5.88%4.36%$1,175.5万3.9万股$709.7万2.7万股+1.2万股+43.12%加仓
V先锋领航·FSTEVWO
5.83%8.58%$1,165.8万19.5万股$1,398.6万25.9万股-6.3万股-24.52%减仓
V先锋领航指数基金VOO
4.57%0.88%$913.4万1.3万股$144.1万2,411股+1.1万股+451.64%加仓
V先锋领航斯科茨代尔基金VCIT
3.96%4.35%$792.3万9.6万股$708.8万8.6万股+1.0万股+11.92%加仓
S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK
3.5%2.84%$699.9万7.3万股$462.4万4.8万股+2.4万股+50.33%加仓
V先锋领航指数基金VBK
3.37%2.9%$673.8万1.8万股$472.9万1.6万股+2,778股+17.76%加仓
V先锋领航·TOTALBND
3.32%4.84%$662.9万9.0万股$789.1万10.7万股-1.7万股-15.74%减仓
S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB
2.81%3.18%$561.0万5.2万股$517.9万5.7万股-4,561股-8.06%减仓
V先锋领航指数基金VTV
2.57%2.49%$512.9万2.4万股$406.4万2.1万股+2,822股+13.62%加仓
V先锋领航·SMALLVBR
2.47%2.75%$493.6万2.0万股$448.2万2.1万股-314股-1.52%减仓
V先锋领航指数基金VUG
2.42%1.94%$482.9万5.6万股$315.9万7,231股+4.9万股+675.29%加仓
IiShares安硕信托PFF
2.23%2.51%$445.3万14.6万股$409.7万13.5万股+1.1万股+8.09%加仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
2.12%2.48%$423.6万2.1万股$404.4万2.2万股-506股-2.31%减仓
V先锋领航指数基金VNQ
2%1.86%$399.4万4.1万股$303.4万3.4万股+7,220股+21.11%加仓
V先锋领航·SPECIALIZED FUNDSVIG
1.78%1.58%$355.1万1.5万股$257.2万1.2万股+3,047股+25.48%加仓
V先锋领航斯科茨代尔基金VMBS
1.52%1.37%$304.0万6.5万股$223.1万4.8万股+1.7万股+36.69%加仓
I景顺交易所交易基金信托RSP
1.3%1.19%$260.9万1.2万股$193.5万1.0万股+2,178股+21.60%加仓
V先锋领航斯科茨代尔基金VGIT
1.02%1.16%$203.4万3.4万股$188.3万3.2万股+2,866股+9.06%加仓
V先锋领航债券指数基金BIV
0.99%3.47%$197.0万2.6万股$566.0万7.3万股-4.8万股-64.97%减仓
V先锋领航斯科茨代尔基金VGLT
0.95%1.22%$190.5万3.5万股$198.6万3.6万股-1,356股-3.78%减仓
VVanEck ETF信托HYD
0.91%0.79%$181.3万3.5万股$128.3万2.6万股+9,608股+37.56%加仓
V先锋领航·MIDVO
0.89%3.14%$178.5万2.2万股$511.1万1.8万股+4,362股+24.51%加仓
V先锋领航斯科茨代尔基金BSV
0.89%$177.9万2.3万股$00股+2.3万股新买入
V先锋领航斯科茨代尔基金VGSH
0.87%$173.1万3.0万股$00股+3.0万股新买入
IiShares安硕信托ICSH
0.81%0.71%$161.9万3.2万股$116.4万2.3万股+9,013股+39.21%加仓
V先锋领航指数基金VOT
0.68%1.15%$135.3万4,417股$187.5万7,285股-2,868股-39.37%减仓
V先锋领航·TOTALBNDX
0.58%0.88%$115.8万2.4万股$143.4万3.0万股-5,925股-19.85%减仓
PROGRESSIVEPGR
0.54%$108.7万4,977股$00股+4,977股新买入
强生JNJ
0.54%0.53%$108.4万4,269股$86.1万3,522股+747股+21.21%加仓
SMITH A OAOS
0.53%0.46%$106.6万1.7万股$75.1万1.1万股+5,602股+49.16%加仓
默沙东MRK
0.53%0.52%$106.6万8,294股$85.3万7,089股+1,205股+17.00%加仓
金佰利KMB
0.53%0.47%$106.5万9,698股$76.4万7,922股+1,776股+22.42%加仓
PRICE T ROWE COMTROW
0.53%0.52%$105.1万9,248股$84.4万9,359股-111股-1.19%减仓
实耐宝SNA
0.52%0.51%$104.7万2,602股$82.6万2,275股+327股+14.37%加仓
德州仪器TXN
0.52%0.71%$104.7万3,511股$116.4万5,995股-2,484股-41.43%减仓
ILLINOIS TOOLITW
0.52%0.48%$104.4万3,859股$78.6万3,019股+840股+27.82%加仓
艾利丹尼森AVY
0.5%0.48%$100.0万6,159股$78.3万4,534股+1,625股+35.84%加仓
ALTRIAMO
0.5%0.51%$99.5万1.4万股$83.3万1.3万股+1,208股+9.57%加仓
宝洁PG
0.5%0.47%$99.4万6,776股$76.5万5,296股+1,480股+27.95%加仓
高露洁CL
0.49%0.47%$98.7万1.1万股$75.9万8,904股+1,867股+20.97%加仓
GENERAL MILLS COMGIS
0.49%0.45%$98.7万2.8万股$72.8万2.0万股+8,784股+44.88%加仓
KRAFT HEINZ COMKHC
0.49%0.5%$97.0万4.1万股$81.5万3.6万股+4,829股+13.32%加仓
GGILEAD SCIENCES COMGILD
0.47%0.5%$94.7万7,495股$82.1万5,891股+1,604股+27.23%加仓
COMCAST NEW CL ACMCSA
0.47%0.49%$93.8万3.8万股$80.5万2.8万股+1.0万股+36.20%加仓
百事可乐PEP
0.46%0.5%$92.1万6,801股$81.1万5,220股+1,581股+30.29%加仓
PAYCHEX COMPAYX
0.46%$91.7万9,329股$00股+9,329股新买入
CF INDSCF
0.46%0.67%$91.3万8,433股$109.0万8,393股+40股+0.48%加仓
VICI PPTYS COMVICI
0.46%0.49%$91.2万3.4万股$79.1万2.9万股+5,403股+18.66%加仓

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