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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 1
增持 11
减持 8
清仓 130
方向
标的
Δ市值
现股数(环比)
增持
SLV
ISHARES SILVER TR
+$26.0M
621,064
+5493%
增持
VTI
VANGUARD INDEX FDS
+$19.6M
339,446
+12%
增持
GLD
SPDR GOLD TR
+$10.1M
195,758
+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
+$3.3M
2,709,276
+7%
减持
QQQ
INVESCO QQQ TR
+$2.8M
60,517
-0%
减持
IAU
ISHARES GOLD TR
+$786.8K
87,038
-2%
减持
—
EXXON MOBIL CORP
-$528.7K
9,865
-35%
清仓
DIS
DISNEY WALT CO
-$516.0K
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
+$394.9K
2,808
+27980%
减持
AAPL
APPLE INC
+$381.5K
9,914
-5%
减持
NVDA
NVIDIA CORPORATION
+$263.8K
9,614
-1%
增持
IVV
ISHARES TR
+$236.1K
3,719
+2%
清仓
WMT
WALMART INC
-$232.0K
0
-100%
清仓
FFIN
FIRST FINL BANKSHARES INC
-$211.0K
0
-100%
清仓
V
VISA INC
-$210.0K
0
-100%
清仓
IJH
ISHARES TR
-$207.0K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$195.0K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$194.0K
0
-100%
清仓
VTV
VANGUARD INDEX FDS
-$181.0K
0
-100%
清仓
NOBL
PROSHARES TR
-$180.0K
0
-100%
清仓
VHT
VANGUARD WORLD FD
-$177.0K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$174.0K
0
-100%
清仓
CAT
CATERPILLAR INC
-$173.0K
0
-100%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$171.0K
0
-100%
清仓
T
AT&T INC
-$170.0K
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$170.0K
0
-100%
清仓
CSCO
CISCO SYS INC
-$168.0K
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$160.0K
0
-100%
清仓
ZTS
ZOETIS INC
-$159.0K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$145.0K
0
-100%
清仓
SHW
SHERWIN WILLIAMS CO
-$144.0K
0
-100%
增持
BIL
SPDR SERIES TRUST
+$143.8K
6,734
+30%
清仓
IVE
ISHARES TR
-$142.0K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$133.0K
0
-100%
清仓
BUFR
FIRST TR EXCHNG TRADED FD VI
-$126.0K
0
-100%
清仓
IVW
ISHARES TR
-$126.0K
0
-100%
减持
LLY
ELI LILLY & CO
-$125.0K
1,055
-12%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$123.0K
0
-100%
清仓
PHO
INVESCO EXCHANGE TRADED FD T
-$121.0K
0
-100%
清仓
PFF
ISHARES TR
-$106.0K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$105.9K
962
+11%
清仓
BN
BROOKFIELD CORP
-$100.0K
0
-100%
清仓
FANG
DIAMONDBACK ENERGY INC
-$92.0K
0
-100%
清仓
SFNC
SIMMONS 1ST NATL CORP
-$91.0K
0
-100%
清仓
IJR
ISHARES TR
-$90.0K
0
-100%
清仓
LOW
LOWES COS INC
-$89.0K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$89.0K
0
-100%
清仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$88.0K
0
-100%
清仓
ETR
ENTERGY CORP NEW
-$87.0K
0
-100%
清仓
SPDW
SPDR INDEX SHS FDS
-$87.0K
0
-100%
清仓
STZ
CONSTELLATION BRANDS INC
-$86.0K
0
-100%
清仓
INTC
INTEL CORP
-$85.0K
0
-100%
清仓
NEXT
NEXTDECADE CORP
-$83.0K
0
-100%
清仓
SHEL
SHELL PLC
-$83.0K
0
-100%
清仓
VOO
VANGUARD INDEX FDS
-$82.0K
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$80.0K
0
-100%
清仓
SCHG
SCHWAB STRATEGIC TR
-$79.0K
0
-100%
清仓
PEP
PEPSICO INC
-$79.0K
0
-100%
清仓
EDV
VANGUARD WORLD FD
-$79.0K
0
-100%
清仓
XLF
SELECT SECTOR SPDR TR
-$78.0K
0
-100%
清仓
MDYG
SPDR SER TR
-$75.0K
0
-100%
清仓
SRE
SEMPRA
-$74.0K
0
-100%
清仓
DRI
DARDEN RESTAURANTS INC
-$73.0K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$72.0K
0
-100%
清仓
PAYX
PAYCHEX INC
-$72.0K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$71.0K
0
-100%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$65.0K
0
-100%
清仓
MCD
MCDONALDS CORP
-$65.0K
0
-100%
清仓
—
HOLOGIC INC
-$65.0K
0
-100%
清仓
JTEK
J P MORGAN EXCHANGE TRADED F
-$64.0K
0
-100%
清仓
ABT
ABBOTT LABS
-$63.0K
0
-100%
清仓
SCHV
SCHWAB STRATEGIC TR
-$58.0K
0
-100%
清仓
GD
GENERAL DYNAMICS CORP
-$58.0K
0
-100%
清仓
MMM
3M CO
-$57.0K
0
-100%
清仓
FTSD
FRANKLIN ETF TR
-$56.0K
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC
-$52.0K
0
-100%
清仓
ROL
ROLLINS INC
-$51.0K
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$50.0K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$49.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$48.3K
1,495
-14%
清仓
JMUB
J P MORGAN EXCHANGE TRADED F
-$48.0K
0
-100%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$47.0K
0
-100%
清仓
D
DOMINION ENERGY INC
-$46.0K
0
-100%
清仓
RTX
RTX CORPORATION
-$46.0K
0
-100%
清仓
HD
HOME DEPOT INC
-$46.0K
0
-100%
增持
PFM
INVESCO EXCHANGE TRADED FD T
+$45.1K
4,574
+18%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$45.0K
0
-100%
清仓
FDLO
FIDELITY COVINGTON TRUST
-$45.0K
0
-100%
清仓
SDY
SPDR SER TR
-$45.0K
0
-100%
清仓
JMST
J P MORGAN EXCHANGE TRADED F
-$45.0K
0
-100%
增持
ITA
ISHARES TR
+$44.9K
1,906
+1%
清仓
BP
BP PLC
-$44.0K
0
-100%
清仓
SOC
SABLE OFFSHORE CORP
-$43.0K
0
-100%
清仓
META
META PLATFORMS INC
-$42.0K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$41.0K
0
-100%
清仓
NEM
NEWMONT CORP
-$41.0K
0
-100%
清仓
INDA
ISHARES TR
-$40.0K
0
-100%
清仓
FHEQ
FIDELITY GREENWOOD STREET TR
-$39.0K
0
-100%
清仓
GOOG
ALPHABET INC
-$39.0K
0
-100%
清仓
MUNI
PIMCO ETF TR
-$39.0K
0
-100%
清仓
CLOA
BLACKROCK ETF TRUST II
-$38.0K
0
-100%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$37.0K
0
-100%
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$36.0K
0
-100%
清仓
VFH
VANGUARD WORLD FD
-$36.0K
0
-100%
清仓
ADBE
ADOBE INC
-$34.0K
0
-100%
清仓
DE
DEERE & CO
-$34.0K
0
-100%
清仓
VGT
VANGUARD WORLD FD
-$33.0K
0
-100%
清仓
ORCL
ORACLE CORP
-$33.0K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$33.0K
0
-100%
清仓
EPOL
ISHARES TR
-$33.0K
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$32.0K
0
-100%
减持
ABBV
ABBVIE INC
+$32.0K
937
-6%
清仓
TPB
TURNING PT BRANDS INC
-$31.0K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$30.0K
0
-100%
清仓
FUTY
FIDELITY COVINGTON TRUST
-$30.0K
0
-100%
清仓
INFL
LISTED FD TR
-$30.0K
0
-100%
清仓
FDX
FEDEX CORP
-$29.0K
0
-100%
清仓
KIE
SPDR SER TR
-$29.0K
0
-100%
清仓
MLPX
GLOBAL X FDS
-$29.0K
0
-100%
清仓
XMMO
INVESCO EXCHANGE TRADED FD T
-$29.0K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$28.0K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$28.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$27.6K
747
+4%
清仓
AVGO
BROADCOM INC
-$27.0K
0
-100%
清仓
WBD
WARNER BROS DISCOVERY INC
-$27.0K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$27.0K
0
-100%
清仓
PPA
INVESCO EXCHANGE TRADED FD T
-$27.0K
0
-100%
清仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$27.0K
0
-100%
清仓
DXJ
WISDOMTREE TR
-$27.0K
0
-100%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$27.0K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$27.0K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$26.0K
0
-100%
清仓
IGIB
ISHARES TR
-$25.0K
0
-100%
清仓
FNCL
FIDELITY COVINGTON TRUST
-$25.0K
0
-100%
清仓
GSK
GSK PLC
-$25.0K
0
-100%
建仓
LOAN
MANHATTAN BRDG CAP INC
+$24.7K
24,723
清仓
VXUS
VANGUARD STAR FDS
-$24.0K
0
-100%
清仓
GPC
GENUINE PARTS CO
-$24.0K
0
-100%
清仓
MINO
PIMCO ETF TR
-$24.0K
0
-100%
清仓
—
UNILEVER PLC
-$24.0K
0
-100%
清仓
MU
MICRON TECHNOLOGY INC
-$24.0K
0
-100%
清仓
XLC
SELECT SECTOR SPDR TR
-$24.0K
0
-100%
清仓
ONEQ
FIDELITY COMWLTH TR
-$23.0K
0
-100%
清仓
TKO
TKO GROUP HOLDINGS INC
-$23.0K
0
-100%
清仓
KO
COCA COLA CO
-$22.0K
0
-100%
清仓
JEPQ
J P MORGAN EXCHANGE TRADED F
-$22.0K
0
-100%
清仓
BAM
BROOKFIELD ASSET MANAGMT LTD
-$22.0K
0
-100%
清仓
VLO
VALERO ENERGY CORP
-$22.0K
0
-100%
清仓
SCHX
SCHWAB STRATEGIC TR
-$22.0K
0
-100%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$21.0K
0
-100%