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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 128 项
建仓 120
增持 1
减持 5
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$33.4M
168,606
+282%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$9.1M
659,311
减持
GLD
SPDR GOLD TR
+$4.2M
412,054
-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。
减持
EWJ
ISHARES INC
+$1.8M
253,699
-0%
建仓
IVV
ISHARES TR
+$1.5M
2,900
清仓
XLV
SELECT SECTOR SPDR TR
-$1.5M
0
-100%
清仓
XLP
SELECT SECTOR SPDR TR
-$1.2M
0
-100%
建仓
APD
AIR PRODS & CHEMS INC
+$954.0K
3,935
建仓
AAPL
APPLE INC
+$936.0K
5,457
建仓
PPLT
ABRDN PLATINUM ETF TRUST
+$759.0K
9,080
建仓
TLT
ISHARES TR
+$705.0K
7,449
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$576.0K
1,369
建仓
MSFT
MICROSOFT CORP
+$378.0K
898
减持
IAU
ISHARES GOLD TR
+$354.0K
120,390
-0%
建仓
SPY
SPDR S&P 500 ETF TR
+$322.0K
615
建仓
XLE
SELECT SECTOR SPDR TR
+$285.0K
3,018
建仓
PG
PROCTER AND GAMBLE CO
+$284.0K
1,749
建仓
COP
CONOCOPHILLIPS
+$278.0K
2,183
减持
DIS
DISNEY WALT CO
-$255.0K
6,872
-43%
建仓
UNH
UNITEDHEALTH GROUP INC
+$231.0K
466
减持
—
EXXON MOBIL CORP
+$194.0K
12,228
-0%
建仓
VHT
VANGUARD WORLD FD
+$194.0K
716
建仓
FFIN
FIRST FINL BANKSHARES INC
+$193.0K
5,876
建仓
ABBV
ABBVIE INC
+$189.0K
1,037
建仓
NOBL
PROSHARES TR
+$182.0K
1,791
建仓
SHW
SHERWIN WILLIAMS CO
+$172.0K
495
建仓
ZTS
ZOETIS INC
+$168.0K
987
建仓
LMT
LOCKHEED MARTIN CORP
+$167.0K
367
建仓
JNJ
JOHNSON & JOHNSON
+$167.0K
1,054
建仓
CAT
CATERPILLAR INC
+$159.0K
433
建仓
QQQ
INVESCO QQQ TR
+$143.0K
322
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$137.0K
745
建仓
WMT
WALMART INC
+$132.0K
2,184
建仓
WM
WASTE MGMT INC DEL
+$125.0K
585
建仓
LLY
ELI LILLY & CO
+$114.0K
146
建仓
MCD
MCDONALDS CORP
+$112.0K
396
建仓
PEP
PEPSICO INC
+$105.0K
599
建仓
LOW
LOWES COS INC
+$103.0K
402
建仓
PFF
ISHARES TR
+$102.0K
3,158
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$100.0K
400
建仓
CSCO
CISCO SYS INC
+$95.0K
1,900
建仓
SFNC
SIMMONS 1ST NATL CORP
+$94.0K
4,811
建仓
EDV
VANGUARD WORLD FD
+$91.0K
1,176
建仓
T
AT&T INC
+$89.0K
5,011
建仓
EW
EDWARDS LIFESCIENCES CORP
+$86.0K
899
建仓
VZ
VERIZON COMMUNICATIONS INC
+$80.0K
1,887
建仓
CVX
CHEVRON CORP NEW
+$77.0K
487
建仓
SRE
SEMPRA
+$71.0K
980
建仓
BN
BROOKFIELD CORP
+$68.0K
1,624
建仓
SCHG
SCHWAB STRATEGIC TR
+$64.0K
684
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$62.0K
1,134
建仓
DRI
DARDEN RESTAURANTS INC
+$57.0K
337
建仓
ETR
ENTERGY CORP NEW
+$56.0K
524
建仓
ABT
ABBOTT LABS
+$54.0K
469
建仓
METC
RAMACO RES INC
+$52.0K
3,030
建仓
INTC
INTEL CORP
+$51.0K
1,134
建仓
NEE
NEXTERA ENERGY INC
+$46.0K
710
建仓
ROL
ROLLINS INC
+$43.0K
909
建仓
NEXT
NEXTDECADE CORP
+$42.0K
7,224
建仓
XLF
SELECT SECTOR SPDR TR
+$42.0K
983
建仓
D
DOMINION ENERGY INC
+$41.0K
819
建仓
MMM
3M CO
+$41.0K
379
建仓
HD
HOME DEPOT INC
+$41.0K
106
建仓
XLU
SELECT SECTOR SPDR TR
+$41.0K
623
建仓
JPM
JPMORGAN CHASE & CO
+$41.0K
200
建仓
BP
BP PLC
+$40.0K
1,040
建仓
SCHV
SCHWAB STRATEGIC TR
+$40.0K
519
建仓
GD
GENERAL DYNAMICS CORP
+$36.0K
125
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$36.0K
184
建仓
FDX
FEDEX CORP
+$34.0K
117
建仓
—
QIAGEN NV
+$33.0K
745
建仓
GPC
GENUINE PARTS CO
+$31.0K
200
建仓
ITW
ILLINOIS TOOL WKS INC
+$30.0K
110
建仓
OXY
OCCIDENTAL PETE CORP
+$29.0K
441
建仓
VLO
VALERO ENERGY CORP
+$29.0K
166
建仓
AMGN
AMGEN INC
+$29.0K
100
建仓
TXN
TEXAS INSTRS INC
+$28.0K
160
建仓
DE
DEERE & CO
+$28.0K
68
建仓
CARR
CARRIER GLOBAL CORPORATION
+$25.0K
415
建仓
MRK
MERCK & CO INC
+$25.0K
186
建仓
AEP
AMERICAN ELEC PWR CO INC
+$25.0K
288
建仓
PFE
PFIZER INC
+$23.0K
810
建仓
VXUS
VANGUARD STAR FDS
+$22.0K
351
建仓
BAX
BAXTER INTL INC
+$22.0K
500
建仓
SOC
SABLE OFFSHORE CORP
+$22.0K
1,990
建仓
GIS
GENERAL MLS INC
+$21.0K
300
建仓
VDE
VANGUARD WORLD FD
+$21.0K
155
建仓
NEM
NEWMONT CORP
+$21.0K
566
建仓
KO
COCA COLA CO
+$20.0K
317
建仓
SCHX
SCHWAB STRATEGIC TR
+$19.0K
301
建仓
GSK
GSK PLC
+$18.0K
406
建仓
BAM
BROOKFIELD ASSET MANAGMT LTD
+$18.0K
408
建仓
EVO
EVOTEC AG
+$17.0K
2,160
建仓
DUK
DUKE ENERGY CORP NEW
+$17.0K
175
建仓
ORCL
ORACLE CORP
+$16.0K
125
建仓
RTX
RTX CORPORATION
+$16.0K
156
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$16.0K
125
建仓
LGIH
LGI HOMES INC
+$12.0K
100
建仓
—
AMARIN CORP PLC
+$12.0K
12,612
建仓
AMZN
AMAZON COM INC
+$11.0K
60
建仓
WBD
WARNER BROS DISCOVERY INC
+$10.0K
1,084
建仓
WEC
WEC ENERGY GROUP INC
+$10.0K
114
建仓
KMI
KINDER MORGAN INC DEL
+$7.0K
341
建仓
—
LUCID GROUP INC
+$7.0K
2,176
建仓
DSM
BNY MELLON STRATEGIC MUN BD
+$6.0K
874
建仓
TREX
TREX CO INC
+$5.0K
49
建仓
HLN
HALEON PLC
+$5.0K
508
建仓
FCPT
FOUR CORNERS PPTY TR INC
+$5.0K
167
建仓
BROS
DUTCH BROS INC
+$4.0K
100
建仓
UUP
INVESCO DB US DLR INDEX TR
+$4.0K
124
建仓
IAG
IAMGOLD CORP
+$4.0K
1,072
建仓
SHY
ISHARES TR
+$4.0K
42
建仓
ENB
ENBRIDGE INC
+$3.0K
59
建仓
F
FORD MTR CO DEL
+$3.0K
200
建仓
VOO
VANGUARD INDEX FDS
+$3.0K
5
建仓
MLPX
GLOBAL X FDS
+$2.0K
33
建仓
MET
METLIFE INC
+$2.0K
15
建仓
—
UNITI GROUP INC
+$2.0K
210
建仓
—
BROOKFIELD INFRAST PARTNERS
+$2.0K
63
建仓
NAK
NORTHERN DYNASTY MINERALS LT
+$1.0K
300
建仓
—
BROOKFIELD BUSINESS PARTNERS
+$1.0K
21
建仓
—
BROOKFIELD INFRASTRUCTURE CO
+$1.0K
6
建仓
PBR
PETROLEO BRASILEIRO SA PETRO
+$1.0K
50
建仓
HL
HECLA MNG CO
+$1.0K
108
建仓
—
BROOKFIELD BUSINESS CORP
+$1.0K
10
建仓
PSLV
SPROTT PHYSICAL SILVER TR
+$1.0K
100
建仓
META
META PLATFORMS INC
+$1.0K
1
建仓
—
VALARIS LTD
+$1.0K
9
