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Brookstone Capital Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Brookstone Capital Management
报告期 2026-03-31 · CIK 0001599584
持仓数
1,204
前50大市值合计
$3.85B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 10
增持 75
减持 55
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
SPDN
DIREXION SHS ETF TR
-$130.8M
59,756
-99%
清仓
BTAL
AGF INVTS TR
-$54.0M
0
-100%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$42.5M
817,427
+950%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
USMV
ISHARES TR
-$39.6M
1,447,784
-26%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$39.3M
51,303
-91%
减持
GBIL
GOLDMAN SACHS ETF TR
-$36.2M
5,083
-99%
增持
QQQ
INVESCO QQQ TR
+$36.0M
337,582
+23%
减持
—
PROSHARES TR
-$25.6M
33,477
-98%
减持
XLU
SELECT SECTOR SPDR TR
-$20.0M
11,727
-96%
减持
XLV
SELECT SECTOR SPDR TR
-$19.9M
14,622
-91%
减持
VYM
VANGUARD WHITEHALL FDS
-$19.4M
143,928
-55%
减持
FLOT
ISHARES TR
-$19.3M
83,988
-82%
减持
QUAL
ISHARES TR
-$18.4M
107,986
-59%
增持
SPY
SPDR S&P 500 ETF TR
+$16.4M
484,165
+3%
增持
AAPL
APPLE INC
+$14.9M
463,100
+4%
增持
AMZN
AMAZON COM INC
+$13.9M
306,106
+22%
增持
VUG
VANGUARD INDEX FDS
+$13.7M
297,813
+7%
清仓
AAP
ADVANCE AUTO PARTS INC
-$13.1M
0
-100%
增持
SPYM
SPDR SER TR
+$12.9M
2,698,725
+4%
增持
UMAR
INNOVATOR ETFS TR
+$12.7M
435,586
+3639%
建仓
HCMT
DIREXION SHS ETF TR
+$11.1M
435,620
减持
UAUG
INNOVATOR ETFS TR
-$10.4M
43,281
-90%
增持
TSLA
TESLA INC
+$10.2M
71,162
+42%
增持
NVDA
NVIDIA CORPORATION
+$9.6M
58,880
+3%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$9.4M
343,556
+130%
增持
DUK
DUKE ENERGY CORP NEW
+$9.2M
128,443
+444%
增持
IWV
ISHARES TR
+$9.0M
66,660
+102%
增持
MSFT
MICROSOFT CORP
+$7.9M
126,427
+5%
增持
IVV
ISHARES TR
+$7.7M
233,061
+2%
增持
AOK
ISHARES TR
+$7.7M
314,620
+236%
减持
GLD
SPDR GOLD TR
-$7.6M
168,498
-17%
减持
TLT
ISHARES TR
-$7.4M
161,589
-28%
减持
BIL
SPDR SER TR
-$7.4M
832,629
-9%
增持
MOAT
VANECK ETF TRUST
+$7.4M
497,884
+16%
减持
SHY
ISHARES TR
-$6.9M
573,041
-12%
减持
—
NORTHERN LTS FD TR IV
-$6.8M
3,363,506
-8%
增持
GOOGL
ALPHABET INC
+$6.0M
198,803
+19%
增持
SPTS
SPDR SER TR
+$5.6M
1,954,194
+13%
增持
SPYG
SPDR SER TR
+$5.6M
632,418
+9%
减持
QLD
PROSHARES TR
-$5.5M
25,696
-82%
清仓
—
PROSHARES TR II
-$5.2M
0
-100%
减持
—
NORTHERN LTS FD TR IV
-$4.8M
1,948,519
-8%
减持
MINT
PIMCO ETF TR
-$4.8M
304,655
-14%
清仓
—
PROSHARES TR II
-$4.5M
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$4.4M
396,705
+9%
增持
PFE
PFIZER INC
+$4.4M
239,983
+140%
增持
PJUL
INNOVATOR ETFS TR
+$4.2M
187,397
+172%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$4.1M
329,240
+91%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.9M
222,381
+10%
增持
BJUN
INNOVATOR ETFS TR
+$3.7M
246,301
+76%
增持
SPYV
SPDR SER TR
+$3.6M
841,687
+7%
增持
UMAY
INNOVATOR ETFS TR
+$3.6M
664,390
+20%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.6M
625,043
+12%
增持
EFA
ISHARES TR
+$3.5M
216,126
+33%
增持
AGG
ISHARES TR
+$3.3M
571,603
+9%
建仓
SPXL
DIREXION SHS ETF TR
+$3.3M
37,978
增持
T
AT&T INC
-$3.2M
956,026
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.2M
1,293,595
+8%
减持
XLI
SELECT SECTOR SPDR TR
-$3.1M
15,638
-67%
减持
BND
VANGUARD BD INDEX FDS
-$3.1M
832,213
-3%
减持
ROM
PROSHARES TR
-$2.8M
17,943
-83%
增持
DLR
DIGITAL RLTY TR INC
+$2.7M
144,443
+1%
减持
IJR
ISHARES TR
-$2.7M
221,456
-13%
减持
MMM
3M CO
-$2.7M
111,787
-12%
增持
XLK
SELECT SECTOR SPDR TR
+$2.7M
46,135
+33%
减持
XLE
SELECT SECTOR SPDR TR
-$2.6M
47,111
-37%
增持
MCK
MCKESSON CORP
+$2.6M
10,257
+128%
减持
SSO
PROSHARES TR
-$2.6M
327,010
-21%
增持
META
META PLATFORMS INC
+$2.5M
20,894
+29%
增持
XYLD
GLOBAL X FDS
+$2.5M
713,931
+9%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$2.5M
1,727,951
-7%
增持
NOBL
PROSHARES TR
+$2.5M
293,416
+9%
增持
VB
VANGUARD INDEX FDS
+$2.5M
105,726
+9%
增持
UAPR
INNOVATOR ETFS TR
+$2.4M
563,621
+16%
减持
GUSH
DIREXION SHS ETF TR
-$2.4M
2,590
-88%
建仓
APRJ
INNOVATOR ETFS TR
+$2.4M
95,354
增持
XLY
SELECT SECTOR SPDR TR
+$2.3M
34,892
+44%
建仓
SMAY
FIRST TR EXCHNG TRADED FD VI
+$2.3M
111,737
减持
USIG
ISHARES TR
-$2.3M
10,013
-82%
增持
UBER
UBER TECHNOLOGIES INC
+$2.3M
137,723
+21%
增持
BALT
INNOVATOR ETFS TR
+$2.3M
650,004
+12%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$2.3M
426,900
+4%
清仓
UTWO
RBB FD INC
-$2.2M
0
-100%
建仓
APRH
INNOVATOR ETFS TR
+$2.2M
89,295
增持
PAUG
INNOVATOR ETFS TR
+$2.2M
190,869
+54%
减持
IXUS
ISHARES TR
-$2.2M
780,142
-2%
增持
UFEB
INNOVATOR ETFS TR
+$2.2M
515,092
+14%
减持
XLB
SELECT SECTOR SPDR TR
-$2.1M
23,858
-52%
清仓
QTOC
INNOVATOR ETFS TR
-$2.1M
0
-100%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$2.1M
867,253
-2%
增持
IRM
IRON MTN INC DEL
+$2.1M
368,952
+2%
增持
ESGU
ISHARES TR
+$2.1M
259,927
+3%
减持
PDEC
INNOVATOR ETFS TR
-$2.0M
858,959
-11%
增持
VOO
VANGUARD INDEX FDS
+$2.0M
44,018
+6%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$2.0M
560,014
+8%
增持
GOVT
ISHARES TR
+$1.9M
1,809,131
+8%
建仓
DPZ
DOMINOS PIZZA INC
+$1.9M
5,436
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.8M
60,952
+8%
减持
GDX
VANECK ETF TRUST
-$1.8M
21,744
-70%
增持
BOND
PIMCO ETF TR
+$1.8M
48,368
+75%
减持
JPM
JPMORGAN CHASE & CO
-$1.8M
154,937
-10%
减持
IEI
ISHARES TR
-$1.8M
11,845
-56%
减持
FREL
FIDELITY COVINGTON TRUST
-$1.8M
43,409
-62%
减持
D
DOMINION ENERGY INC
-$1.8M
260,967
-1%
减持
DOW
DOW INC
-$1.7M
312,794
-3%
增持
BSV
VANGUARD BD INDEX FDS
+$1.7M
315,123
+10%
减持
IGIB
ISHARES TR
-$1.7M
291,389
-8%
减持
VNQ
VANGUARD INDEX FDS
-$1.7M
62,200
-25%
建仓
IGV
ISHARES TR
+$1.7M
4,889
减持
LLY
LILLY ELI & CO
+$1.7M
22,672
-2%
增持
PSFF
PACER FDS TR
+$1.6M
315,214
+22%
减持
GCOW
PACER FDS TR
-$1.6M
9,270
-83%
减持
DSI
ISHARES TR
-$1.6M
7,656
-74%
增持
QQH
NORTHERN LTS FD TR III
+$1.6M
206,988
+1%
增持
ARKK
ARK ETF TR
+$1.6M
308,403
+1%
增持
PII
POLARIS INC
+$1.6M
37,962
+36%
建仓
CWB
SPDR SER TR
+$1.6M
23,087
增持
IWM
ISHARES TR
+$1.6M
16,445
+100%
减持
—
NORTHERN LTS FD TR IV
-$1.6M
742,225
-7%
增持
RYLD
GLOBAL X FDS
+$1.5M
375,898
+30%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$1.5M
202,211
-12%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.5M
99,485
-1%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$1.5M
976,686
-6%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.5M
462,165
+9%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$1.5M
45,659
减持
CI
THE CIGNA GROUP
-$1.5M
1,391
-81%
增持
IEF
ISHARES TR
+$1.5M
233,694
+11%
增持
GLDM
WORLD GOLD TR
+$1.5M
71,984
+123%
增持
TER
TERADYNE INC
+$1.5M
42,615
+36%
增持
CRM
SALESFORCE INC
+$1.4M
41,003
+13%
增持
QYLD
GLOBAL X FDS
+$1.4M
1,202,599
+5%
减持
ITOT
ISHARES TR
+$1.4M
303,235
-1%
清仓
ULTA
ULTA BEAUTY INC
-$1.4M
0
-100%
减持
—
NORTHERN LTS FD TR IV
-$1.4M
532,701
-9%
增持
VTI
VANGUARD INDEX FDS
+$1.4M
42,558
+11%
增持
VBR
VANGUARD INDEX FDS
+$1.4M
73,113
+9%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$1.4M
38,926
+26%
增持
UJUN
INNOVATOR ETFS TR
+$1.4M
530,894
+7%
清仓
LDUR
PIMCO ETF TR
-$1.3M
0
-100%
增持
IWY
ISHARES TR
+$1.3M
53,101
+5%
清仓
GSBD
GOLDMAN SACHS BDC INC
-$1.3M
0
-100%
减持
USB
US BANCORP DEL
-$1.3M
10,534
-77%
减持
BSCR
INVESCO EXCH TRD SLF IDX FD
-$1.3M
2,045,405
-1%
增持
IVW
ISHARES TR
+$1.3M
79,823
+20%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$1.3M
6,068
+36%
减持
COWZ
PACER FDS TR
-$1.2M
34,229
-43%
减持
EFAV
ISHARES TR
-$1.2M
382,190
-0%
增持
NOW
SERVICENOW INC
+$1.2M
3,788
+108%
建仓
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$1.2M
156,420
清仓
OMC
OMNICOM GROUP INC
-$1.2M
0
-100%