13FBOX
Brown Miller Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Brown Miller Wealth Management, LLC

No.4902 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.97亿
环比变动 Q1 2026
+$4,534.1万+12.9%
持仓股票数
204
新买入
28
加仓
84
减仓
43
清仓
15
持股不变
49
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
英伟达NVDA
13.34%13.14%$5,297.5万26.5万股$4,623.7万26.5万股-365股-0.14%减仓
苹果AAPL
8.18%7.97%$3,247.9万11.2万股$2,802.6万11.0万股+1,812股+1.64%加仓
微软MSFT
4.06%4.48%$1,611.9万4.3万股$1,576.0万4.3万股+637股+1.50%加仓
摩根大通JPM
3.75%3.81%$1,491.3万4.6万股$1,338.9万4.6万股+46股+0.10%加仓
谷歌AGOOGL
3.38%3.16%$1,342.3万3.8万股$1,110.8万3.9万股-1,065股-2.76%减仓
博通AVGO
2.26%2.09%$898.7万2.4万股$736.8万2.4万股-17股-0.07%减仓
CCAPITAL INTL FOCUS EQTCGXU
1.98%1.81%$786.2万22.7万股$638.3万21.6万股+1.1万股+4.91%加仓
S道富SPYM
1.94%1.79%$770.0万8.8万股$629.8万8.2万股+5,341股+6.49%加仓
思科CSCO
1.81%1.47%$720.3万6.1万股$516.6万6.7万股-5,255股-7.89%减仓
亚马逊AMZN
1.41%1.42%$561.4万2.4万股$498.3万2.4万股-373股-1.56%减仓
N新纪元能源NEE
1.31%1.68%$519.7万5.9万股$591.1万6.4万股-4,427股-6.96%减仓
CHUBB LIMITEDCB
1.31%1.42%$518.5万1.5万股$500.0万1.5万股-124股-0.81%减仓
V先锋领航·FSTEVWO
1.27%1.23%$506.1万8.5万股$433.6万8.0万股+4,565股+5.69%加仓
安费诺APH
1.24%0.18%$491.2万2.8万股$64.9万5,134股+2.3万股+442.58%加仓
林德LIN
1.24%1.36%$491.1万9,464股$477.9万9,640股-176股-1.83%减仓
G通用动力VTI
1.22%1.2%$486.1万1.3万股$421.5万1.3万股00.00%持仓不变
联合健康UNH
1.22%0.85%$485.7万1.2万股$299.5万1.1万股+618股+5.58%加仓
ANALOG DEVICES COMADI
1.2%1.21%$476.4万1.2万股$424.6万1.3万股-1,353股-10.14%减仓
艾伯维ABBV
1.19%1.05%$470.8万1.9万股$369.5万1.7万股+1,718股+10.11%加仓
礼来LLY
1.18%1.04%$470.3万3,921股$365.2万3,971股-50股-1.26%减仓
KINDER MORGAN DEL COMKMI
1.13%1.18%$449.6万14.1万股$414.9万12.4万股+1.7万股+13.66%加仓
LOWES COS COMLOW
1.07%1.28%$423.6万1.9万股$451.6万1.9万股+100股+0.52%加仓
VisaV
1.03%1%$409.3万1.2万股$351.7万1.2万股+294股+2.53%加仓
雅培ABT
0.96%1.21%$379.4万4.2万股$425.5万4.1万股+370股+0.89%加仓
IIBMIBM
0.93%0.87%$369.1万1.3万股$305.0万1.3万股+541股+4.30%加仓
雷神技术RTX
0.91%1.21%$360.2万1.9万股$427.3万2.2万股-3,167股-14.30%减仓
IiShares安硕·COREIJH
0.89%0.89%$353.9万4.6万股$313.9万4.6万股-584股-1.26%减仓
迪士尼DIS
0.88%0.99%$348.7万3.6万股$348.8万3.6万股+32股+0.09%加仓
I景顺交易所交易基金信托XSMO
0.83%0.73%$331.1万3.5万股$255.6万3.4万股+1,742股+5.18%加仓
宝洁PG
0.82%0.88%$325.4万2.2万股$310.6万2.2万股+688股+3.20%加仓
通用动力GD
0.8%0.87%$317.8万8,972股$307.3万8,952股+20股+0.22%加仓
贝莱德·INC COMBLK
0.78%0.88%$311.0万3,234股$309.3万3,216股+18股+0.56%加仓
AAlphabet Inc Class CGOOG
0.74%0.69%$295.5万8,362股$243.2万8,478股-116股-1.37%减仓
默沙东MRK
0.74%0.78%$292.2万2.3万股$273.5万2.3万股00.00%持仓不变
史赛克SYK
0.72%0.7%$286.4万9,097股$245.9万7,484股+1,613股+21.55%加仓
伯克希尔哈撒韦BRK.B
0.72%0.78%$285.3万5,702股$274.4万5,726股-24股-0.42%减仓
雪佛龙CVX
0.7%0.92%$277.3万1.7万股$324.3万1.6万股+1,058股+6.75%加仓
PHILIP MORRIS INTLPM
0.68%0.7%$270.2万1.5万股$245.0万1.5万股+115股+0.78%加仓
PPROLOGIS COMPLD
0.65%0.73%$260.1万1.9万股$255.2万1.9万股-106股-0.55%减仓
REALTY INCOME COMO
0.65%0.71%$257.7万4.2万股$250.4万4.1万股+659股+1.61%加仓
I景顺交易所交易基金IISPMO
0.65%0.48%$257.6万1.6万股$170.4万1.5万股+747股+4.91%加仓
SNOWFLAKE COM SHSSNOW
0.63%0.34%$249.4万9,799股$120.1万7,961股+1,838股+23.09%加仓
WWORLD GOLD TRGLD
0.52%0.64%$206.2万2.6万股$224.4万2.4万股+1,749股+7.22%加仓
赛莱默XYL
0.52%0.57%$205.2万1.7万股$201.7万1.7万股+479股+2.84%加仓
INTERCONTINENTAL EXCHANGE COMICE
0.51%0.73%$203.0万1.6万股$255.7万1.6万股+231股+1.42%加仓
IiShares安硕信托IVV
0.51%0.51%$201.5万2,691股$178.8万2,737股-46股-1.68%减仓
V先锋领航·MIDVO
0.5%0.51%$197.8万2.5万股$178.7万6,221股+1.8万股+294.65%加仓
ARES CAPITALARCC
0.48%0.41%$189.9万10.2万股$144.8万8.0万股+2.2万股+27.56%加仓
I景顺·S&P MIDCAP QUALITY ETFXMHQ
0.47%0.63%$188.0万1.7万股$220.5万2.1万股-4,681股-21.94%减仓
SSPDR道富系列信托BIL
0.46%0.4%$182.9万2.0万股$141.0万1.5万股+4,576股+29.75%加仓

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