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Briaud Financial Planning, Inc 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Briaud Financial Planning, Inc
报告期 2026-03-31 · CIK 0001800586
持仓数
38
前50大市值合计
$381.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 140
增持 5
减持 5
方向
标的
Δ市值
现股数(环比)
建仓
EWJ
ISHARES INC
+$15.6M
259,455
增持
GLD
SPDR GOLD TR
-$1.6M
418,598
+2%
减持
XLU
SELECT SECTOR SPDR TR
-$1.0M
136,048
-2%
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。
建仓
DIS
DISNEY WALT CO
+$942.0K
11,626
减持
SHY
ISHARES TR
-$367.0K
42
-99%
减持
TLT
ISHARES TR
-$351.0K
7,448
-24%
建仓
SPY
SPDR S&P 500 ETF TR
+$262.0K
615
增持
VTI
VANGUARD INDEX FDS
-$195.0K
33,756
+1%
减持
IAU
ISHARES GOLD TR
-$178.0K
120,722
-0%
建仓
ZTS
ZOETIS INC
+$174.0K
1,004
建仓
VHT
VANGUARD WORLD FDS
+$168.0K
716
建仓
ABBV
ABBVIE INC
+$160.0K
1,078
建仓
NOBL
PROSHARES TR
+$158.0K
1,791
建仓
LMT
LOCKHEED MARTIN CORP
+$150.0K
367
建仓
FFIN
FIRST FINL BANKSHARES INC
+$147.0K
5,876
减持
XLP
SELECT SECTOR SPDR TR
-$138.0K
16,172
-4%
建仓
SHW
SHERWIN WILLIAMS CO
+$126.0K
495
建仓
CAT
CATERPILLAR INC
+$118.0K
433
建仓
WMT
WALMART INC
+$116.0K
727
建仓
QQQ
INVESCO QQQ TR
+$115.0K
322
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$115.0K
745
建仓
PEP
PEPSICO INC
+$104.0K
616
建仓
MCD
MCDONALDS CORP
+$104.0K
395
建仓
ROL
ROLLINS INC
+$98.0K
2,633
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$96.0K
400
建仓
PFF
ISHARES TR
+$95.0K
3,158
建仓
—
SEAGEN INC
+$93.0K
442
建仓
WM
WASTE MGMT INC DEL
+$89.0K
585
建仓
EW
EDWARDS LIFESCIENCES CORP
+$86.0K
1,246
建仓
LOW
LOWES COS INC
+$83.0K
402
建仓
CVX
CHEVRON CORP NEW
+$82.0K
487
建仓
EDV
VANGUARD WORLD FD
+$82.0K
1,176
建仓
SFNC
SIMMONS 1ST NATL CORP
+$81.0K
4,811
建仓
T
AT&T INC
+$78.0K
5,196
建仓
LLY
LILLY ELI & CO
+$78.0K
146
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$78.0K
1,331
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$71.0K
1,240
建仓
SRE
SEMPRA
+$66.0K
980
建仓
VZ
VERIZON COMMUNICATIONS INC
+$62.0K
1,925
增持
APD
AIR PRODS & CHEMS INC
-$58.0K
3,817
+0%
建仓
PAA
PLAINS ALL AMERN PIPELINE L
+$58.0K
3,830
建仓
BN
BROOKFIELD CORP
+$50.0K
1,624
建仓
SCHG
SCHWAB STRATEGIC TR
+$49.0K
684
建仓
ETR
ENTERGY CORP NEW
+$48.0K
524
建仓
ABT
ABBOTT LABS
+$48.0K
500
建仓
DRI
DARDEN RESTAURANTS INC
+$48.0K
337
建仓
SDOG
ALPS ETF TR
+$47.0K
1,000
建仓
HD
HOME DEPOT INC
+$41.0K
137
建仓
INTC
INTEL CORP
+$40.0K
1,134
建仓
FDX
FEDEX CORP
+$40.0K
152
建仓
NEE
NEXTERA ENERGY INC
+$40.0K
710
建仓
BP
BP PLC
+$40.0K
1,040
建仓
JPM
JPMORGAN CHASE & CO
+$40.0K
277
建仓
SIHY
HARBOR ETF TRUST
+$37.0K
875
建仓
D
DOMINION ENERGY INC
+$36.0K
819
建仓
NEXT
NEXTDECADE CORP
+$36.0K
7,224
建仓
MMM
3M CO
+$35.0K
379
建仓
SCHV
SCHWAB STRATEGIC TR
+$33.0K
519
建仓
XLF
SELECT SECTOR SPDR TR
+$32.0K
983
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$31.0K
224
建仓
—
QIAGEN NV
+$31.0K
769
建仓
PFE
PFIZER INC
+$30.0K
912
增持
XLV
SELECT SECTOR SPDR TR
-$28.0K
11,040
+1%
建仓
GPC
GENUINE PARTS CO
+$28.0K
200
建仓
GD
GENERAL DYNAMICS CORP
+$27.0K
125
建仓
BAX
BAXTER INTL INC
+$27.0K
722
建仓
OXY
OCCIDENTAL PETE CORP
+$26.0K
404
建仓
AMGN
AMGEN INC
+$26.0K
100
建仓
DE
DEERE & CO
+$25.0K
68
建仓
TXN
TEXAS INSTRS INC
+$25.0K
160
建仓
ITW
ILLINOIS TOOL WKS INC
+$25.0K
110
建仓
VLO
VALERO ENERGY CORP
+$23.0K
166
建仓
CARR
CARRIER GLOBAL CORPORATION
+$22.0K
415
建仓
MRK
MERCK & CO INC
+$22.0K
217
建仓
EVO
EVOTEC AG
+$21.0K
2,160
建仓
AEP
AMERICAN ELEC PWR CO INC
+$21.0K
288
建仓
—
FLAME ACQUISITION CORP
+$20.0K
1,990
建仓
GOOGL
ALPHABET INC
+$20.0K
160
建仓
NEM
NEWMONT CORP
+$20.0K
566
建仓
GIS
GENERAL MLS INC
+$19.0K
300
建仓
VDE
VANGUARD WORLD FDS
+$19.0K
155
建仓
VXUS
VANGUARD STAR FDS
+$18.0K
351
建仓
KO
COCA COLA CO
+$17.0K
316
建仓
DUK
DUKE ENERGY CORP NEW
+$17.0K
193
建仓
AMZN
AMAZON COM INC
+$17.0K
140
建仓
SCHX
SCHWAB STRATEGIC TR
+$15.0K
301
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$15.0K
125
建仓
META
META PLATFORMS INC
+$14.0K
48
建仓
GSK
GSK PLC
+$14.0K
406
建仓
ORCL
ORACLE CORP
+$13.0K
125
建仓
BAM
BROOKFIELD ASSET MANAGMT LTD
+$13.0K
408
建仓
—
LUCID GROUP INC
+$12.0K
2,176
建仓
WBD
WARNER BROS DISCOVERY INC
+$12.0K
1,126
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$11.0K
156
增持
PG
PROCTER AND GAMBLE CO
-$11.0K
1,767
+0%
建仓
ACWV
ISHARES INC
+$10.0K
109
建仓
WEC
WEC ENERGY GROUP INC
+$9.0K
114
建仓
LGIH
LGI HOMES INC
+$9.0K
100
建仓
V
VISA INC
+$8.0K
37
建仓
MRSH
MARSH & MCLENNAN COS INC
+$8.0K
44
建仓
CNQ
CANADIAN NAT RES LTD
+$7.0K
109
建仓
AMT
AMERICAN TOWER CORP NEW
+$6.0K
42
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$5.0K
10
建仓
KMI
KINDER MORGAN INC DEL
+$5.0K
329
建仓
CMCSA
COMCAST CORP NEW
+$5.0K
128
建仓
CSCO
CISCO SYS INC
+$5.0K
95
建仓
CHTR
CHARTER COMMUNICATIONS INC N
+$4.0K
10
建仓
HLN
HALEON PLC
+$4.0K
508
建仓
BSX
BOSTON SCIENTIFIC CORP
+$4.0K
87
建仓
BAC
BANK AMERICA CORP
+$4.0K
173
建仓
DSM
BNY MELLON STRATEGIC MUN BD
+$4.0K
874
建仓
UUP
INVESCO DB US DLR INDEX TR
+$3.0K
124
建仓
FCPT
FOUR CORNERS PPTY TR INC
+$3.0K
167
建仓
NSC
NORFOLK SOUTHN CORP
+$3.0K
18
建仓
TREX
TREX CO INC
+$3.0K
49
建仓
CRM
SALESFORCE INC
+$3.0K
15
建仓
GE
GENERAL ELECTRIC CO
+$2.0K
20
建仓
TMUS
T-MOBILE US INC
+$2.0K
21
建仓
J
JACOBS SOLUTIONS INC
+$2.0K
15
建仓
BROS
DUTCH BROS INC
+$2.0K
100
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$2.0K
20
建仓
IAG
IAMGOLD CORP
+$2.0K
1,072
建仓
AIG
AMERICAN INTL GROUP INC
+$2.0K
41
建仓
SLB
SCHLUMBERGER LTD
+$2.0K
41
建仓
—
DUPONT DE NEMOURS INC
+$2.0K
28
建仓
F
FORD MTR CO DEL
+$2.0K
200
建仓
SBUX
STARBUCKS CORP
+$2.0K
28
建仓
DG
DOLLAR GEN CORP NEW
+$2.0K
20
建仓
SYF
SYNCHRONY FINANCIAL
+$2.0K
77
建仓
C
CITIGROUP INC
+$2.0K
49
建仓
CCI
CROWN CASTLE INC
+$1.0K
16
建仓
MLPX
GLOBAL X FDS
+$1.0K
32
建仓
—
BROOKFIELD INFRAST PARTNERS
+$1.0K
63
建仓
—
PIONEER NAT RES CO
+$1.0K
5
建仓
—
MEDTRONIC PLC
+$1.0K
24
建仓
DOW
DOW INC
+$1.0K
28
建仓
CTVA
CORTEVA INC
+$1.0K
28
建仓
VOO
VANGUARD INDEX FDS
+$1.0K
5
建仓
BABA
ALIBABA GROUP HLDG LTD
+$1.0K
22
建仓
CVS
CVS HEALTH CORP
+$1.0K
17
建仓
BTI
BRITISH AMERN TOB PLC
+$1.0K
32
建仓
MO
ALTRIA GROUP INC
+$1.0K
46
建仓
ENB
ENBRIDGE INC
+$1.0K
59
建仓
HAL
HALLIBURTON CO
+$1.0K
36
建仓
CAH
CARDINAL HEALTH INC
+$1.0K
16
建仓
WFC
WELLS FARGO CO NEW
+$1.0K
46
建仓
SO
SOUTHERN CO
+$1.0K
30
建仓
—
BROOKFIELD BUSINESS PARTNERS
+$0
21
建仓
PBR
PETROLEO BRASILEIRO SA PETRO
+$0
50
建仓
HL
HECLA MNG CO
+$0
108