13FBOX
BRASS TAX WEALTH MANAGEMENT, INC · 13F 持仓分析
期权收益计算器 机构排行

BRASS TAX WEALTH MANAGEMENT, INC

No.3798 数据截至 2025Q3
最新持仓市值 (Q3 2025)
$6.02亿
环比变动 Q2 2025
+$8,228.2万+15.8%
持仓股票数
246
新买入
24
加仓
92
减仓
86
清仓
6
持股不变
44
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Q3 2025 市值Q3 2025 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
14.57%15.27%$8,763.0万14.3万股$7,930.5万14.0万股+3,484股+2.50%加仓
IiShares安硕·MSCI EAFE ETFEFA
6.62%5.78%$3,979.2万42.6万股$2,999.7万33.6万股+9.1万股+27.00%加仓
V先锋领航·TOTALBND
6.34%3.44%$3,815.5万51.3万股$1,784.7万24.2万股+27.1万股+111.66%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
5.61%4.46%$3,373.1万105.7万股$2,317.7万79.3万股+26.4万股+33.22%加仓
G通用动力VTI
4.72%5.08%$2,839.3万8.7万股$2,637.2万8.7万股-251股-0.29%减仓
V先锋领航·WELLINGTON FDVFMF
3.97%$2,388.3万16.6万股$00股+16.6万股新买入
IiShares安硕信托DGRO
3.63%2.7%$2,185.1万32.1万股$1,402.1万21.9万股+10.2万股+46.36%加仓
V先锋领航指数基金VB
3.08%6.28%$1,851.2万7.3万股$3,262.4万13.8万股-6.5万股-47.12%减仓
VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL
2.66%2.12%$1,597.4万53.7万股$1,099.7万37.6万股+16.2万股+43.06%加仓
IiShares安硕·S&PIVE
2.62%2.85%$1,575.7万7.6万股$1,480.3万7.6万股+550股+0.73%加仓
PPACER SWAN SOS FUND OF FUNDS ETFPSFF
2.32%3.99%$1,396.1万44.2万股$2,071.5万68.0万股-23.8万股-34.98%减仓
C资本集团成长ETFCGGR
2.21%$1,326.6万30.2万股$00股+30.2万股新买入
苹果AAPL
2.19%2.02%$1,315.1万5.2万股$1,046.9万5.1万股+624股+1.22%加仓
FFIRST TR EXCHNG TRADED FD VIII FT VEST LADDEREDDALI
2.05%2.17%$1,232.3万44.6万股$1,128.8万42.5万股+2.1万股+4.90%加仓
礼来LLY
1.43%1.62%$860.0万1.1万股$839.4万1.1万股+502股+4.66%加仓
宝洁PG
1.41%1.77%$851.0万5.5万股$916.7万5.8万股-2,154股-3.74%减仓
微软MSFT
1.32%1.45%$792.4万1.5万股$751.1万1.5万股+199股+1.32%加仓
IiShares安硕信托AGG
1.28%1.07%$769.6万7.7万股$556.6万5.6万股+2.1万股+36.84%加仓
IiShares安硕信托IVV
1.24%$743.6万1.1万股$00股+1.1万股新买入
F第一信托·USTQTEC
1.14%1.25%$684.3万3.0万股$651.6万3.1万股-811股-2.65%减仓
IiShares安硕·COREIJH
1.05%1.24%$631.8万9.7万股$643.2万10.4万股-6,900股-6.65%减仓
SSPDR标普500 ETFSPY
1.03%1.1%$622.1万9,338股$569.3万9,215股+123股+1.33%加仓
F第一信托·USTFDN
0.85%1%$512.7万1.8万股$518.0万1.9万股-912股-4.74%减仓
F第一信托交易所交易基金VIDNOV
0.84%0.93%$502.7万10.7万股$484.3万10.8万股-1,015股-0.94%减仓
FFirst Trust Technology Alphadex Fund EtfFXL
0.83%0.9%$497.4万3.0万股$467.4万3.0万股-93股-0.31%减仓
F第一信托·UST DORSEY WRIGHT FOCUS 5 ETFFV
0.69%0.77%$416.2万6.7万股$399.8万6.7万股-246股-0.36%减仓
IiShares安硕信托USMV
0.57%0.67%$343.2万3.6万股$345.7万3.7万股-761股-2.07%减仓
摩根大通JPM
0.53%0.57%$320.8万1.0万股$297.4万1.0万股-89股-0.87%减仓
LLATTICE STRATEGIES TRROUS
0.52%0.56%$311.9万5.4万股$292.3万5.4万股-183股-0.34%减仓
PPacer基金信托COWZ
0.52%0.52%$311.9万5.4万股$270.3万4.9万股+5,216股+10.63%加仓
DANAHER DEL COMDHR
0.49%0.97%$296.6万1.5万股$504.1万2.6万股-1.1万股-41.38%减仓
MMAIN SECTOR ROTATION ETFSECT
0.48%0.47%$291.0万4.6万股$246.3万4.2万股+3,774股+8.90%加仓
谷歌AGOOGL
0.46%0.38%$277.8万1.1万股$196.7万1.1万股+269股+2.41%加仓
F第一信托交易所交易基金FXO
0.4%0.45%$240.4万4.0万股$233.6万4.2万股-1,196股-2.87%减仓
伯克希尔哈撒韦BRK.B
0.39%0.4%$236.5万4,704股$209.9万4,320股+384股+8.89%加仓
亚马逊AMZN
0.36%0.41%$215.0万9,794股$212.3万9,677股+117股+1.21%加仓
I景顺QQQ信托VOO
0.34%0.34%$206.4万3,437股$175.7万3,184股+253股+7.95%加仓
PProShares信托NOBL
0.34%0.4%$204.2万2.0万股$206.8万2.1万股-728股-3.54%减仓
FFIRST TR EXCHANGE TRADED FD VIII FT CBOE VEST US EQUITY ENHANCE AND MODERATE BUFFER ETF JUNEXJUN
0.33%0.37%$197.0万4.7万股$194.0万4.7万股-545股-1.15%减仓
英伟达NVDA
0.33%0.3%$195.8万1.0万股$154.1万9,754股+739股+7.58%加仓
V先锋领航斯科茨代尔基金BSV
0.32%0.36%$192.2万2.4万股$188.8万2.4万股+294股+1.24%加仓
IiShares安硕信托TIP
0.29%0.33%$174.4万1.6万股$173.9万1.6万股-122股-0.77%减仓
MMARSH & MCLENNAN COS COMMRSH
0.29%0.36%$173.1万8,588股$187.6万8,582股+6股+0.07%加仓
甲骨文ORCL
0.28%0.26%$170.6万6,068股$134.7万6,162股-94股-1.53%减仓
IiShares安硕信托IVW
0.28%$166.2万1.4万股$00股+1.4万股新买入
S道富SPYM
0.27%0.29%$164.3万2.1万股$148.8万2.0万股+500股+2.44%加仓
S嘉信策略信托SCHD
0.25%2.57%$149.7万5.5万股$1,334.0万50.3万股-44.9万股-89.11%减仓
KROGER COMKR
0.24%0.29%$141.7万2.1万股$148.8万2.1万股+263股+1.27%加仓
F富达·COMWLTH TRONEQ
0.23%0.26%$137.3万1.5万股$134.9万1.7万股-1,434股-8.51%减仓
PPacer基金信托PSMR
0.23%0.29%$137.2万4.7万股$149.3万5.3万股-5,627股-10.71%减仓

🧭 机构资金流板块热力图

净流出 净流入