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Brown Financial Advisors 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Brown Financial Advisors
报告期 2026-03-31 · CIK 0002035548
持仓数
209
前50大市值合计
$175.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 10
增持 47
减持 57
清仓 36
方向
标的
Δ市值
现股数(环比)
增持
SPYI
NEOS ETF TRUST
+$8.1M
164,448
+2857%
建仓
XBJL
INNOVATOR ETFS TRUST
+$8.0M
238,476
建仓
TJUL
INNOVATOR ETFS TRUST
+$5.7M
208,165
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
SIXJ
AIM ETF PRODUCTS TRUST
+$5.0M
170,346
清仓
MARW
AIM ETF PRODUCTS TRUST
-$3.8M
0
-100%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$3.5M
129,362
+70%
增持
IGTR
INNOVATOR ETFS TRUST
+$2.8M
110,211
+897%
建仓
LMBS
FIRST TR EXCHANGE-TRADED FD
+$2.6M
52,883
减持
DMBS
DOUBLELINE ETF TRUST
-$2.3M
93,516
-36%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$1.7M
0
-100%
增持
XTRE
BONDBLOXX ETF TRUST
+$1.6M
62,533
+102%
增持
SPYM
SPDR SER TR
+$1.4M
212,186
+5%
建仓
IGSB
ISHARES TR
+$1.3M
24,930
减持
CI
THE CIGNA GROUP
-$1.3M
1,236
-76%
增持
META
META PLATFORMS INC
+$1.2M
6,221
+34%
增持
SPAB
SPDR SER TR
+$1.1M
100,690
+63%
建仓
—
EATON CORP PLC
+$1.0M
3,020
清仓
SCHW
SCHWAB CHARLES CORP
-$990.5K
0
-100%
减持
XSVN
BONDBLOXX ETF TRUST
-$980.9K
21,250
-51%
增持
SPDW
SPDR INDEX SHS FDS
+$952.7K
214,914
+6%
清仓
BFEB
INNOVATOR ETFS TRUST
-$929.9K
0
-100%
减持
IGIB
ISHARES TR
-$874.4K
89,338
-19%
增持
EXR
EXTRA SPACE STORAGE INC
+$806.2K
9,134
+69%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$803.7K
0
-100%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$740.1K
0
-100%
清仓
MET
METLIFE INC
-$707.4K
0
-100%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$700.7K
0
-100%
减持
BIL
SPDR SER TR
-$684.7K
5,760
-56%
清仓
CVS
CVS HEALTH CORP
-$683.5K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$670.5K
0
-100%
减持
—
LAM RESEARCH CORP
-$650.5K
1,027
-27%
清仓
CME
CME GROUP INC
-$644.1K
0
-100%
增持
PFE
PFIZER INC
+$564.9K
43,888
+74%
减持
PANW
PALO ALTO NETWORKS INC
-$559.5K
3,711
-31%
清仓
NKE
NIKE INC
-$544.5K
0
-100%
减持
MSFT
MICROSOFT CORP
-$532.3K
11,222
-6%
增持
NVDA
NVIDIA CORPORATION
+$532.1K
34,822
+16%
建仓
SHW
SHERWIN WILLIAMS CO
+$519.5K
1,361
建仓
NOC
NORTHROP GRUMMAN CORP
+$519.1K
983
减持
DXCM
DEXCOM INC
-$512.5K
10,793
-1%
建仓
CRM
SALESFORCE INC
+$476.0K
1,739
增持
SMOT
VANECK ETF TRUST
+$459.1K
95,150
+6%
减持
XFIV
BONDBLOXX ETF TRUST
-$438.9K
41,734
-20%
建仓
HON
HONEYWELL INTL INC
+$428.7K
2,074
减持
CVX
CHEVRON CORP NEW
-$404.9K
13,068
-12%
减持
AMD
ADVANCED MICRO DEVICES INC
-$391.7K
7,069
-26%
减持
BSX
BOSTON SCIENTIFIC CORP
-$386.5K
12,374
-33%
增持
QUAL
ISHARES TR
+$385.0K
22,472
+5%
增持
SLB
SCHLUMBERGER LTD
+$383.4K
27,930
+67%
减持
BAC
BANK AMERICA CORP
-$380.2K
30,467
-24%
清仓
SNAP
SNAP INC
-$370.2K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$367.3K
61,007
+6%
减持
NOW
SERVICENOW INC
-$356.5K
1,189
-34%
减持
AMGN
AMGEN INC
-$346.0K
1,270
-47%
减持
ORCL
ORACLE CORP
-$342.7K
3,061
-50%
增持
URI
UNITED RENTALS INC
+$341.9K
1,757
+5%
增持
—
GOLDMAN SACHS ETF TR
+$341.1K
92,362
+6%
清仓
HQY
HEALTHEQUITY INC
-$330.8K
0
-100%
增持
LOW
LOWES COS INC
+$329.4K
5,789
+3%
清仓
INVH
INVITATION HOMES INC
-$321.2K
0
-100%
增持
IQLT
ISHARES TR
+$318.3K
68,372
+6%
清仓
SAIA
SAIA INC
-$311.6K
0
-100%
清仓
LPLA
LPL FINL HLDGS INC
-$310.2K
0
-100%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$302.6K
1,871
-44%
减持
AMP
AMERIPRISE FINL INC
-$299.2K
898
-47%
清仓
PCRX
PACIRA BIOSCIENCES INC
-$295.3K
0
-100%
减持
STZ
CONSTELLATION BRANDS INC
-$294.4K
1,614
-42%
增持
BBBS
BONDBLOXX ETF TRUST
+$294.4K
78,393
+5%
清仓
FTNT
FORTINET INC
-$292.9K
0
-100%
清仓
—
SOUTHWESTERN ENERGY CO
-$292.5K
0
-100%
减持
—
EXXON MOBIL CORP
-$289.4K
4,130
-39%
增持
GOOG
ALPHABET INC
-$283.9K
23,956
+2%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$282.1K
3,487
-41%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$274.0K
3,824
+5%
减持
WMT
WALMART INC
+$271.5K
24,520
-3%
减持
NYT
NEW YORK TIMES CO
-$270.1K
8,796
-41%
清仓
—
AZEK CO INC
-$269.7K
0
-100%
清仓
ULTA
ULTA BEAUTY INC
-$268.2K
0
-100%
增持
TFJL
INNOVATOR ETFS TRUST
+$265.0K
124,819
+5%
减持
JPM
JPMORGAN CHASE & CO.
-$263.2K
9,207
-16%
增持
JMBS
JANUS DETROIT STR TR
+$262.1K
66,667
+5%
清仓
LULU
LULULEMON ATHLETICA INC
-$260.0K
0
-100%
减持
NFLX
NETFLIX INC
-$255.1K
1,334
-25%
减持
GPN
GLOBAL PMTS INC
-$254.6K
8,529
-27%
减持
SBUX
STARBUCKS CORP
+$253.5K
16,707
-5%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$252.8K
2,946
-44%
减持
AMT
AMERICAN TOWER CORP NEW
-$251.2K
2,056
-45%
增持
GLDM
WORLD GOLD TR
+$249.3K
31,346
+4%
减持
AXP
AMERICAN EXPRESS CO
-$247.1K
1,779
-44%
减持
BDX
BECTON DICKINSON & CO
-$243.9K
1,852
-37%
增持
AVEM
AMERICAN CENTY ETF TR
+$241.9K
35,037
+6%
减持
—
CHUBB LIMITED
-$237.6K
1,634
-41%
减持
ABBV
ABBVIE INC
-$235.6K
2,474
-41%
减持
HD
HOME DEPOT INC
-$235.4K
1,260
-42%
增持
JSI
JANUS DETROIT STR TR
+$234.2K
66,027
+5%
减持
WEN
WENDYS CO
-$224.6K
25,849
-35%
清仓
FIVE
FIVE BELOW INC
-$222.1K
0
-100%
增持
V
VISA INC
+$216.3K
5,677
+11%
减持
ARES
ARES MANAGEMENT CORPORATION
-$210.0K
3,088
-40%
增持
PWR
QUANTA SVCS INC
+$209.0K
3,451
+7%
减持
BX
BLACKSTONE INC
-$202.2K
3,380
-42%
减持
—
ACCENTURE PLC IRELAND
-$199.4K
1,345
-40%
减持
SYY
SYSCO CORP
-$198.3K
6,030
-36%
增持
ULST
SSGA ACTIVE ETF TR
+$196.8K
88,624
+5%
减持
MS
MORGAN STANLEY
-$192.3K
16,936
-16%
减持
RTX
RTX CORPORATION
-$192.3K
4,311
-39%
增持
EQIX
EQUINIX INC
+$191.0K
1,094
+6%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$183.2K
71,578
+5%
减持
CAH
CARDINAL HEALTH INC
-$177.6K
4,565
-34%
减持
—
INTERPUBLIC GROUP COS INC
-$177.4K
15,139
-33%
增持
MA
MASTERCARD INCORPORATED
+$172.1K
1,712
+12%
增持
IQV
IQVIA HLDGS INC
+$171.3K
3,432
+13%
减持
BALL
BALL CORP
-$170.9K
7,285
-34%
增持
JAAA
JANUS DETROIT STR TR
+$165.3K
60,027
+6%
减持
XEL
XCEL ENERGY INC
-$160.4K
8,070
-37%
清仓
EFIV
SPDR SER TR
-$154.6K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$151.1K
10,695
-12%
减持
AAPL
APPLE INC
+$149.6K
19,548
-7%
增持
MBS
ANGEL OAK FUNDS TRUST
+$148.9K
308,170
+1%
减持
MCD
MCDONALDS CORP
+$142.5K
5,763
-9%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$142.2K
9,566
+17%
清仓
ESML
ISHARES TR
-$141.4K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
-$139.0K
3,982
-15%
减持
COST
COSTCO WHSL CORP NEW
-$138.0K
1,343
-14%
减持
NEE
NEXTERA ENERGY INC
-$136.5K
16,004
-24%
清仓
CRPT
FIRST TR EXCHNG TRADED FD VI
-$135.8K
0
-100%
增持
MEM
MATTHEWS ASIA FDS
+$133.2K
32,063
+6%
增持
AVGO
BROADCOM INC
+$130.0K
9,000
+916%
增持
AMZN
AMAZON COM INC
-$125.9K
24,922
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$125.6K
4,742
-17%
增持
LUV
SOUTHWEST AIRLS CO
+$122.2K
29,919
+12%
减持
JNJ
JOHNSON & JOHNSON
-$121.5K
11,425
-15%
清仓
EJAN
INNOVATOR ETFS TRUST
-$117.1K
0
-100%
清仓
KJAN
INNOVATOR ETFS TRUST
-$114.4K
0
-100%
减持
KVUE
KENVUE INC
-$112.4K
24,352
-34%
清仓
ARKW
ARK ETF TR
-$107.9K
0
-100%
增持
PRFD
PIMCO ETF TR
+$106.9K
18,202
+8%
清仓
JUST
GOLDMAN SACHS ETF TR
-$101.1K
0
-100%
清仓
BLOK
AMPLIFY ETF TR
-$96.5K
0
-100%
清仓
ICVT
ISHARES TR
-$94.7K
0
-100%
增持
SPTI
SPDR SER TR
+$89.8K
42,150
+4%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$88.5K
30,118
+5%
清仓
EAGG
ISHARES TR
-$87.9K
0
-100%
增持
AVY
AVERY DENNISON CORP
+$76.6K
4,203
+8%
清仓
CRBN
ISHARES TR
-$74.4K
0
-100%
增持
ECL
ECOLAB INC
+$70.5K
4,000
+0%
减持
TGT
TARGET CORP
+$68.2K
9,971
-1%
清仓
FFIV
F5 INC
-$66.1K
0
-100%
增持
DCRE
DOUBLELINE ETF TRUST
+$62.9K
21,632
+5%
减持
PYPL
PAYPAL HLDGS INC
+$56.4K
19,360
-23%
