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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 103
增持 35
减持 8
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
GLD
SPDR GOLD TR
-$14.5M
195,132
-24%
减持
VTI
VANGUARD INDEX FDS
+$7.6M
302,127
-1%
减持
QQQ
INVESCO QQQ TR
+$5.0M
60,747
-0%
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。
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$1.1M
2,540,275
+1%
减持
IAU
ISHARES GOLD TR
-$752.0K
88,965
-17%
增持
NVDA
NVIDIA CORPORATION
+$629.0K
9,685
+16%
增持
IVV
ISHARES TR
+$416.0K
3,629
+11%
增持
ITA
ISHARES TR
+$304.0K
1,881
+468%
建仓
SPYM
SPDR SER TR
+$283.0K
3,905
增持
MSFT
MICROSOFT CORP
+$213.0K
1,461
+7%
建仓
JBL
JABIL INC
+$211.0K
971
增持
SPY
SPDR S&P 500 ETF TR
+$191.0K
867
+41%
建仓
PFM
INVESCO EXCHANGE TRADED FD T
+$187.0K
3,890
增持
AAPL
APPLE INC
-$159.0K
10,446
+1%
增持
—
EXXON MOBIL CORP
-$149.0K
15,229
+1%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$148.0K
753
+522%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$126.0K
3,981
建仓
PHO
INVESCO EXCHANGE TRADED FD T
+$121.0K
1,744
增持
AMZN
AMAZON COM INC
+$110.0K
2,324
+11%
增持
CVX
CHEVRON CORP NEW
+$89.0K
1,188
+144%
建仓
SPDW
SPDR INDEX SHS FDS
+$87.0K
2,157
建仓
MDYG
SPDR SER TR
+$75.0K
873
增持
IVE
ISHARES TR
+$72.0K
727
+97%
增持
IVW
ISHARES TR
+$67.0K
1,150
+80%
建仓
FTSD
FRANKLIN ETF TR
+$56.0K
618
建仓
BKNG
BOOKING HOLDINGS INC
+$52.0K
9
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$49.0K
1,509
+3%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$48.0K
977
建仓
FDLO
FIDELITY COVINGTON TRUST
+$45.0K
722
增持
IJH
ISHARES TR
+$45.0K
3,345
+20%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$45.0K
903
增持
META
META PLATFORMS INC
+$42.0K
57
建仓
INDA
ISHARES TR
+$40.0K
724
建仓
FHEQ
FIDELITY GREENWOOD STREET TR
+$39.0K
1,361
增持
AMGN
AMGEN INC
+$39.0K
815
+34%
减持
TLT
ISHARES TR
-$39.0K
7,312
-3%
建仓
GOOG
ALPHABET INC
+$39.0K
222
建仓
MUNI
PIMCO ETF TR
+$39.0K
772
建仓
CLOA
BLACKROCK ETF TRUST II
+$38.0K
733
增持
JPM
JPMORGAN CHASE & CO.
+$36.0K
719
+2%
建仓
EPOL
ISHARES TR
+$33.0K
1,045
增持
T
AT&T INC
+$32.0K
5,882
+20%
建仓
TPB
TURNING PT BRANDS INC
+$31.0K
418
建仓
FUTY
FIDELITY COVINGTON TRUST
+$30.0K
582
增持
V
VISA INC
+$30.0K
594
+15%
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$29.0K
226
建仓
PANW
PALO ALTO NETWORKS INC
+$28.0K
140
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$27.0K
194
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$27.0K
294
增持
MLPX
GLOBAL X FDS
+$27.0K
466
+1271%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$27.0K
200
减持
MCD
MCDONALDS CORP
-$26.0K
225
-23%
建仓
AXP
AMERICAN EXPRESS CO
+$26.0K
83
清仓
AGG
ISHARES TR
-$25.0K
0
-100%
建仓
IGIB
ISHARES TR
+$25.0K
486
建仓
FNCL
FIDELITY COVINGTON TRUST
+$25.0K
346
增持
GD
GENERAL DYNAMICS CORP
+$24.0K
200
+60%
清仓
METC
RAMACO RES INC
-$24.0K
0
-100%
建仓
MINO
PIMCO ETF TR
+$24.0K
546
建仓
—
UNILEVER PLC
+$24.0K
395
建仓
ONEQ
FIDELITY COMWLTH TR
+$23.0K
288
增持
PM
PHILIP MORRIS INTL INC
+$23.0K
165
+267%
建仓
TKO
TKO GROUP HOLDINGS INC
+$23.0K
129
增持
APD
AIR PRODS & CHEMS INC
-$22.0K
2,061
+0%
减持
SHW
SHERWIN WILLIAMS CO
-$21.0K
420
-11%
增持
SLV
ISHARES SILVER TR
+$21.0K
11,104
+0%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$21.0K
460
建仓
EUSA
ISHARES INC
+$21.0K
212
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$21.0K
95
建仓
MA
MASTERCARD INCORPORATED
+$21.0K
38
建仓
AR
ANTERO RESOURCES CORP
+$21.0K
531
建仓
MELI
MERCADOLIBRE INC
+$20.0K
8
建仓
SUB
ISHARES TR
+$19.0K
181
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$19.0K
80
建仓
COF
CAPITAL ONE FINL CORP
+$19.0K
91
建仓
HUBS
HUBSPOT INC
+$19.0K
35
建仓
MCK
MCKESSON CORP
+$19.0K
26
建仓
RING
ISHARES INC
+$19.0K
438
建仓
ULS
UL SOLUTIONS INC
+$19.0K
268
建仓
FBOT
FIDELITY COVINGTON TRUST
+$19.0K
667
建仓
IDGT
ISHARES TR
+$19.0K
238
建仓
TJX
TJX COS INC NEW
+$18.0K
150
建仓
CAH
CARDINAL HEALTH INC
+$18.0K
111
建仓
CPT
CAMDEN PPTY TR
+$18.0K
168
建仓
BNY
BANK NEW YORK MELLON CORP
+$18.0K
208
建仓
EWG
ISHARES INC
+$18.0K
434
建仓
FAF
FIRST AMERN FINL CORP
+$18.0K
301
建仓
OEF
ISHARES TR
+$18.0K
60
建仓
PSA
PUBLIC STORAGE OPER CO
+$18.0K
64
建仓
WOOD
ISHARES TR
+$18.0K
249
清仓
FELC
FIDELITY COVINGTON TRUST
-$18.0K
0
-100%
增持
SHY
ISHARES TR
+$17.0K
252
+500%
建仓
IRT
INDEPENDENCE RLTY TR INC
+$17.0K
987
建仓
IUSB
ISHARES TR
+$17.0K
389
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$17.0K
0
-100%
建仓
MSTR
MICROSTRATEGY INC
+$17.0K
44
建仓
DLTR
DOLLAR TREE INC
+$16.0K
165
建仓
COIN
COINBASE GLOBAL INC
+$16.0K
46
建仓
NET
CLOUDFLARE INC
+$16.0K
85
建仓
IGV
ISHARES TR
+$16.0K
150
建仓
UHS
UNIVERSAL HLTH SVCS INC
+$16.0K
90
建仓
MUB
ISHARES TR
+$15.0K
150
建仓
—
VIKING HOLDINGS LTD
+$15.0K
300
建仓
SMMU
PIMCO ETF TR
+$15.0K
302
建仓
PRN
INVESCO EXCHANGE TRADED FD T
+$15.0K
99
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$14.0K
335
增持
NEM
NEWMONT CORP
+$14.0K
716
+27%
建仓
BJ
BJS WHSL CLUB HLDGS INC
+$14.0K
138
建仓
SIZE
ISHARES TR
+$14.0K
92
建仓
PFI
INVESCO EXCHANGE TRADED FD T
+$13.0K
236
增持
RTX
RTX CORPORATION
+$13.0K
321
+25%
建仓
FSTA
FIDELITY COVINGTON TRUST
+$13.0K
256
建仓
IAGG
ISHARES TR
+$13.0K
259
建仓
YPF
YPF SOCIEDAD ANONIMA
+$13.0K
432
建仓
CRM
SALESFORCE INC
+$13.0K
50
建仓
SGOV
ISHARES TR
+$13.0K
133
建仓
IEO
ISHARES TR
+$12.0K
145
建仓
AVB
AVALONBAY CMNTYS INC
+$12.0K
62
减持
WMT
WALMART INC
+$12.0K
2,375
-6%
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$12.0K
253
建仓
IBAT
ISHARES TR
+$12.0K
555
建仓
FETH
FIDELITY ETHEREUM FD
+$11.0K
446
建仓
—
FOOT LOCKER INC
+$11.0K
450
建仓
—
ASML HOLDING N V
+$11.0K
14
建仓
FREL
FIDELITY COVINGTON TRUST
+$11.0K
439
增持
ENB
ENBRIDGE INC
+$11.0K
289
+390%
增持
ABBV
ABBVIE INC
-$11.0K
999
+7%
建仓
LVS
LAS VEGAS SANDS CORP
+$10.0K
240
增持
KMI
KINDER MORGAN INC DEL
+$10.0K
681
+91%
建仓
DDOG
DATADOG INC
+$10.0K
75
建仓
PINS
PINTEREST INC
+$10.0K
304
建仓
DKNG
DRAFTKINGS INC NEW
+$10.0K
234
建仓
FICO
FAIR ISAAC CORP
+$10.0K
6
建仓
FDMO
FIDELITY COVINGTON TRUST
+$10.0K
139
建仓
HII
HUNTINGTON INGALLS INDS INC
+$10.0K
43
建仓
VEEV
VEEVA SYS INC
+$10.0K
36
增持
GSK
GSK PLC
+$10.0K
666
+64%
建仓
MEAR
ISHARES U S ETF TR
+$10.0K
204
建仓
TTD
THE TRADE DESK INC
+$9.0K
130
增持
PFF
ISHARES TR
+$9.0K
3,463
+10%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$9.0K
30
建仓
CUBE
CUBESMART
+$9.0K
227
建仓
UNP
UNION PAC CORP
+$9.0K
43
建仓
FR
FIRST INDL RLTY TR INC
+$9.0K
206
建仓
BDX
BECTON DICKINSON & CO
+$9.0K
56
建仓
ADSK
AUTODESK INC
+$9.0K
30
建仓
FTBD
FIDELITY MERRIMACK STR TR
+$9.0K
202
增持
ADBE
ADOBE INC
+$8.0K
90
+29%
建仓
—
SKECHERS U S A INC
+$8.0K
129
增持
USB
US BANCORP DEL
+$8.0K
250
+178%