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Brown Financial Advisors · 13F 持仓分析
期权收益计算器 机构排行

Brown Financial Advisors

No.6194 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.86亿
环比变动 Q1 2026
+$2,233.4万+8.5%
持仓股票数
212
新买入
25
加仓
82
减仓
104
清仓
22
持股不变
1
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
S道富SPYM
6.47%6.04%$1,852.4万21.1万股$1,594.0万20.8万股+2,534股+1.22%加仓
DDOUBLELINE MORTGAGE ETFDMBS
3.72%3.81%$1,064.9万21.7万股$1,005.7万20.4万股+1.3万股+6.52%加仓
英伟达NVDA
2.95%2.3%$845.0万4.2万股$607.3万3.5万股+7,404股+21.26%加仓
AVANTIS INTLNGG
2.27%2.35%$648.7万7.3万股$619.7万7.3万股-317股-0.43%减仓
亚马逊AMZN
2.23%2.4%$638.8万2.7万股$634.3万3.0万股-3,655股-12.00%减仓
AAlphabet Inc Class CGOOG
2.2%2.04%$629.2万1.8万股$537.7万1.9万股-937股-5.00%减仓
BBONDBLOXX ETF TRUSTXTEN
2.14%0.99%$613.0万13.4万股$261.7万5.7万股+7.7万股+135.68%加仓
苹果AAPL
2.03%1.96%$581.7万2.0万股$517.7万2.0万股-295股-1.45%减仓
SSPDR道富指数基金SPDW
1.87%1.92%$535.3万10.6万股$507.6万11.1万股-4,966股-4.47%减仓
CCOLUMBIA ETF TR IRECS
1.74%1.69%$497.5万11.5万股$447.5万11.5万股+144股+0.13%加仓
BBONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETFXSVN
1.72%1.28%$493.6万10.4万股$338.5万7.1万股+3.3万股+47.19%加仓
微软MSFT
1.72%2.17%$491.2万1.3万股$574.1万1.6万股-2,341股-15.09%减仓
A美国世纪ETF信托AVEM
1.66%1.73%$474.2万4.9万股$456.3万5.7万股-7,473股-13.20%减仓
J骏利Detroit策略信托JMBS
1.53%1.57%$439.0万9.8万股$413.8万9.2万股+5,996股+6.55%加仓
I景顺·NASDAQ 100 ETFQQQM
1.37%1.24%$391.6万1.3万股$327.8万1.4万股-873股-6.33%减仓
Meta平台META
1.34%1.49%$384.6万6,828股$392.3万6,857股-29股-0.42%减仓
J骏利亨德森JAAA
1.26%1.51%$361.7万7.2万股$398.0万7.9万股-7,384股-9.34%减仓
DDOUBLELINE ETF TRUSTDABS
1.23%1.4%$353.7万7.0万股$369.8万7.3万股-3,027股-4.16%减仓
博通AVGO
1.21%1.05%$346.3万9,168股$277.7万8,973股+195股+2.17%加仓
宝洁PG
1.14%1.19%$326.6万2.2万股$313.9万2.2万股+542股+2.49%加仓
AAIM ETF PRODUCTS TRUST ALLIANZIM US EQUITY BUFFER15 UNCAPPED SESEPU
1.14%1.06%$325.8万10.5万股$280.8万10.0万股+4,571股+4.56%加仓
IISHARES U.S. TECH INDEPENDENCE FOCUSED ETFIETC
1.13%0.97%$324.5万3.0万股$256.0万2.9万股+1,266股+4.37%加仓
高盛GS
1.12%1.02%$319.5万3,159股$270.1万3,193股-34股-1.06%减仓
TTCW ETF TRUST CORE PLUS BONDXTWY
1.09%$312.4万8.3万股$00股+8.3万股新买入
摩根大通JPM
1.03%1%$295.4万9,025股$264.0万8,976股+49股+0.55%加仓
摩根士丹利MS
1.02%0.94%$293.1万1.4万股$249.0万1.5万股-1,108股-7.32%减仓
SSPDR行业精选信托XLF
1.02%0.92%$292.9万5.5万股$243.3万4.9万股+5,456股+11.07%加仓
泛林集团LRCX
1.02%0.49%$291.5万6,727股$129.1万6,044股+683股+11.30%加仓
PALO ALTOPANW
0.98%0.54%$280.7万8,231股$143.9万8,975股-744股-8.29%减仓
BBONDBLOXX ETF TRUSTBBBS
0.97%1.43%$277.9万5.4万股$376.3万7.4万股-1.9万股-26.00%减仓
联合健康UNH
0.84%0.71%$240.0万5,774股$186.9万6,908股-1,134股-16.42%减仓
S道富SPIB
0.78%$224.4万6.7万股$00股+6.7万股新买入
I景顺·ACTIVELY MANAGED EXCGSY
0.77%0.84%$221.2万4.4万股$221.9万4.4万股-175股-0.40%减仓
雪佛龙CVX
0.77%1%$220.6万1.3万股$264.6万1.3万股+518股+4.05%加仓
AANGEL OAK ULTRASHORT INCOME ETFUYLD
0.77%0.84%$220.5万4.3万股$221.0万4.3万股-73股-0.17%减仓
VisaV
0.76%0.71%$217.0万6,325股$187.2万6,194股+131股+2.11%加仓
UNITED RENTALSURI
0.76%0.51%$216.2万1,909股$133.4万1,831股+78股+4.26%加仓
WWORLD GOLD TRGLD
0.74%1.02%$211.2万2.7万股$268.8万2.9万股-2,396股-8.26%减仓
伊顿ETN
0.74%0.63%$210.7万4,945股$167.5万4,682股+263股+5.62%加仓
A美国世纪ETF信托AVUS
0.73%0.58%$209.4万1.6万股$153.8万1.4万股+2,519股+18.22%加仓
TARGET COMTGT
0.73%0.83%$208.7万1.6万股$219.8万1.8万股-2,158股-11.90%减仓
NNEOS ETF TRUSTSPYI
0.71%0.7%$204.0万3.8万股$186.0万3.8万股+743股+1.97%加仓
沃尔玛WMT
0.69%0.84%$196.9万1.7万股$222.8万1.8万股-548股-3.06%减仓
VVANECK ETF TRUST MORNINGSTAR SMID MOAT ETFQDIV
0.66%0.65%$190.2万4.9万股$170.5万4.8万股+486股+1.00%加仓
可口可乐KO
0.65%0.67%$185.6万2.3万股$178.0万2.3万股-575股-2.46%减仓
BBONDBLOXX BLOOMBERG FIVEYEAR TARGET DURATION US TREASURY ETFXFIV
0.64%1.85%$183.4万3.8万股$489.5万10.0万股-6.2万股-62.17%减仓
强生JNJ
0.64%0.6%$183.3万7,216股$159.4万6,522股+694股+10.64%加仓
安费诺APH
0.64%0.45%$183.1万1.0万股$117.6万9,304股+1,082股+11.63%加仓
BBONDBLOXX ETF TRUSTPCMM
0.64%0.98%$182.3万3.7万股$259.3万5.3万股-1.6万股-30.70%减仓
SSSGA ACTIVE TRPRIV
0.63%0.57%$180.7万7.2万股$149.9万5.9万股+1.2万股+20.75%加仓

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