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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 139 项
建仓 15
增持 61
减持 48
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SER TR
+$5.9M
293,768
+38%
清仓
SIXJ
AIM ETF PRODUCTS TRUST
-$5.0M
0
-100%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$3.6M
0
-100%
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
DMBS
DOUBLELINE ETF TRUST
+$3.5M
169,927
+82%
建仓
OCTW
AIM ETF PRODUCTS TRUST
+$3.4M
96,414
清仓
IQLT
ISHARES TR
-$2.8M
0
-100%
建仓
AVDE
AMERICAN CENTY ETF TR
+$2.7M
43,505
清仓
TFJL
INNOVATOR ETFS TRUST
-$2.6M
0
-100%
清仓
LMBS
FIRST TR EXCHANGE-TRADED FD
-$2.6M
0
-100%
减持
—
GOLDMAN SACHS ETF TR
-$2.1M
31,838
-66%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$2.0M
94,840
-27%
建仓
BBRE
J P MORGAN EXCHANGE TRADED F
+$1.8M
18,888
增持
SPYI
NEOS ETF TRUST
+$1.6M
198,198
+21%
增持
JSI
JANUS DETROIT STR TR
+$1.5M
95,746
+45%
增持
PG
PROCTER AND GAMBLE CO
+$1.4M
19,600
+83%
减持
XTRE
BONDBLOXX ETF TRUST
-$1.4M
36,259
-42%
增持
AMZN
AMAZON COM INC
+$1.3M
27,109
+9%
增持
PRFD
PIMCO ETF TR
+$1.3M
44,139
+142%
清仓
SPTI
SPDR SER TR
-$1.2M
0
-100%
建仓
XTEN
BONDBLOXX ETF TRUST
+$1.2M
26,584
增持
XFIV
BONDBLOXX ETF TRUST
+$1.2M
67,586
+62%
建仓
SPTL
SPDR SER TR
+$1.1M
43,201
减持
BBBS
BONDBLOXX ETF TRUST
-$1.1M
58,274
-26%
建仓
APH
AMPHENOL CORP NEW
+$1.1M
15,396
建仓
—
AZEK CO INC
+$1.1M
22,392
清仓
PFEB
INNOVATOR ETFS TRUST
-$938.1K
0
-100%
减持
IGIB
ISHARES TR
-$914.1K
75,424
-16%
建仓
LRCX
LAM RESEARCH CORP
+$879.3K
12,174
减持
SMOT
VANECK ETF TRUST
-$865.0K
71,601
-25%
增持
NVDA
NVIDIA CORPORATION
+$859.9K
37,893
+9%
增持
XBJL
INNOVATOR ETFS TRUST
+$850.2K
258,754
+9%
清仓
MA
MASTERCARD INCORPORATED
-$845.1K
0
-100%
清仓
—
LAM RESEARCH CORP
-$838.1K
0
-100%
建仓
BKR
BAKER HUGHES COMPANY
+$820.0K
19,991
清仓
IQV
IQVIA HLDGS INC
-$813.2K
0
-100%
增持
AVGO
BROADCOM INC
+$794.9K
10,125
+13%
建仓
SNPS
SYNOPSYS INC
+$756.2K
1,558
增持
V
VISA INC
+$749.0K
7,309
+29%
增持
XSVN
BONDBLOXX ETF TRUST
+$723.5K
38,177
+80%
增持
MSFT
MICROSOFT CORP
+$646.5K
12,990
+16%
清仓
SHW
SHERWIN WILLIAMS CO
-$519.5K
0
-100%
减持
AVY
AVERY DENNISON CORP
-$498.0K
2,297
-45%
建仓
JUNW
AIM ETF PRODUCTS TRUST
+$483.1K
16,087
减持
GOOG
ALPHABET INC
+$476.8K
23,535
-2%
建仓
PEP
PEPSICO INC
+$452.1K
2,973
清仓
BDX
BECTON DICKINSON & CO
-$446.4K
0
-100%
减持
IGTR
INNOVATOR ETFS TRUST
-$438.5K
109,301
-1%
增持
SPDW
SPDR INDEX SHS FDS
-$426.2K
224,025
+4%
增持
JAAA
JANUS DETROIT STR TR
+$424.7K
68,603
+14%
清仓
AMP
AMERIPRISE FINL INC
-$421.7K
0
-100%
增持
DXCM
DEXCOM INC
+$414.4K
14,632
+36%
减持
UNH
UNITEDHEALTH GROUP INC
-$401.1K
4,688
-1%
增持
TJUL
INNOVATOR ETFS TRUST
+$396.3K
219,961
+6%
减持
JNJ
JOHNSON & JOHNSON
-$365.8K
10,273
-10%
建仓
XBOC
INNOVATOR ETFS TRUST
+$362.2K
11,996
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$303.0K
25,099
-17%
增持
AMD
ADVANCED MICRO DEVICES INC
-$302.5K
7,098
+0%
减持
GS
GOLDMAN SACHS GROUP INC
+$272.0K
3,918
-2%
增持
NFLX
NETFLIX INC
+$252.7K
1,345
+1%
清仓
IJAN
INNOVATOR ETFS TRUST
-$244.7K
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$232.3K
14,978
-23%
减持
AVEM
AMERICAN CENTY ETF TR
-$229.6K
34,595
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$225.8K
9,041
-2%
清仓
CTAS
CINTAS CORP
-$222.3K
0
-100%
减持
DCRE
DOUBLELINE ETF TRUST
-$215.9K
17,656
-18%
减持
SBUX
STARBUCKS CORP
-$214.8K
15,496
-7%
减持
QUAL
ISHARES TR
-$212.6K
21,432
-5%
增持
META
META PLATFORMS INC
+$211.9K
6,444
+4%
建仓
ARKW
ARK ETF TR
+$202.0K
1,871
增持
EXR
EXTRA SPACE STORAGE INC
-$199.8K
9,666
+6%
减持
MS
MORGAN STANLEY
+$198.6K
15,622
-8%
增持
MBS
ANGEL OAK FUNDS TRUST
+$195.0K
344,397
+12%
建仓
CRPT
FIRST TR EXCHNG TRADED FD VI
+$183.6K
10,991
增持
BAC
BANK AMERICA CORP
+$179.5K
31,591
+4%
增持
TGT
TARGET CORP
+$178.7K
12,818
+29%
增持
IGSB
ISHARES TR
+$172.2K
28,724
+15%
减持
LOW
LOWES COS INC
-$168.8K
5,669
-2%
减持
MEM
MATTHEWS ASIA FDS
-$165.3K
30,869
-4%
减持
COST
COSTCO WHSL CORP NEW
-$155.2K
1,130
-16%
增持
URI
UNITED RENTALS INC
-$134.2K
1,829
+4%
减持
KVUE
KENVUE INC
-$129.5K
20,316
-17%
增持
COP
CONOCOPHILLIPS
+$127.2K
14,304
+17%
增持
INTU
INTUIT
+$126.1K
1,820
+11%
减持
AAPL
APPLE INC
+$125.7K
18,690
-4%
增持
BIL
SPDR SER TR
+$122.8K
7,127
+24%
减持
MCD
MCDONALDS CORP
-$120.5K
5,638
-2%
增持
PFE
PFIZER INC
+$110.6K
52,042
+19%
增持
WCN
WASTE CONNECTIONS INC
+$105.9K
5,077
+19%
减持
ORCL
ORACLE CORP
-$105.2K
2,499
-18%
增持
CVX
CHEVRON CORP NEW
+$102.4K
13,994
+7%
减持
BX
BLACKSTONE INC
-$94.5K
2,454
-27%
增持
NEE
NEXTERA ENERGY INC
-$94.1K
17,558
+10%
减持
NOW
SERVICENOW INC
+$85.7K
1,084
-9%
增持
—
EATON CORP PLC
+$79.3K
3,255
+8%
增持
JMBS
JANUS DETROIT STR TR
+$78.3K
72,167
+8%
减持
GLDM
WORLD GOLD TR
-$73.6K
30,014
-4%
减持
NOC
NORTHROP GRUMMAN CORP
-$73.3K
950
-3%
增持
KO
COCA COLA CO
-$70.7K
24,989
+10%
增持
BALL
BALL CORP
-$69.9K
7,706
+6%
增持
SLB
SCHLUMBERGER LTD
+$64.6K
32,245
+15%
减持
XEL
XCEL ENERGY INC
-$60.2K
6,913
-14%
增持
AMT
AMERICAN TOWER CORP NEW
-$58.1K
2,290
+11%
减持
PWR
QUANTA SVCS INC
+$55.8K
3,432
-1%
减持
WMT
WALMART INC
-$54.7K
21,309
-13%
减持
ULST
SSGA ACTIVE ETF TR
-$53.8K
88,103
-1%
减持
LUV
SOUTHWEST AIRLS CO
+$45.8K
27,730
-7%
增持
HON
HONEYWELL INTL INC
+$43.4K
2,090
+1%
增持
SPAB
SPDR SER TR
+$39.8K
106,918
+6%
减持
RTX
RTX CORPORATION
-$39.4K
4,173
-3%
减持
HD
HOME DEPOT INC
-$36.4K
1,219
-3%
减持
BSX
BOSTON SCIENTIFIC CORP
+$35.0K
12,001
-3%
增持
LHX
L3HARRIS TECHNOLOGIES INC
-$32.5K
1,962
+5%
增持
CI
THE CIGNA GROUP
-$31.9K
1,435
+16%
减持
CAH
CARDINAL HEALTH INC
-$31.1K
4,003
-12%
减持
CRM
SALESFORCE INC
-$27.6K
1,341
-23%
增持
—
EXXON MOBIL CORP
-$25.8K
4,261
+3%
减持
CSHI
NEOS ETF TRUST
-$25.5K
22,861
-2%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$24.5K
71,190
-1%
增持
—
INTERPUBLIC GROUP COS INC
-$23.4K
16,256
+7%
增持
ECL
ECOLAB INC
-$23.4K
4,259
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$23.2K
3,934
+3%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$22.8K
3,023
+3%
增持
NYT
NEW YORK TIMES CO
-$21.4K
8,996
+2%
增持
PANW
PALO ALTO NETWORKS INC
+$17.9K
7,069
+90%
增持
ABBV
ABBVIE INC
-$17.5K
2,651
+7%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$16.7K
4,416
+27%
减持
ARES
ARES MANAGEMENT CORPORATION
+$16.6K
2,812
-9%
增持
AMGN
AMGEN INC
+$16.2K
1,632
+29%
增持
WEN
WENDYS CO
-$13.0K
26,984
+4%
增持
—
MEDTRONIC PLC
-$13.0K
21,363
+12%
减持
AXP
AMERICAN EXPRESS CO
-$12.6K
1,583
-11%
增持
STZ
CONSTELLATION BRANDS INC
+$11.7K
1,935
+20%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$11.7K
9,887
+3%
减持
—
ACCENTURE PLC IRELAND
-$8.6K
1,327
-1%
减持
GPN
GLOBAL PMTS INC
+$8.4K
7,870
-8%
增持
—
CHUBB LIMITED
-$7.9K
1,677
+3%
增持
ABT
ABBOTT LABS
-$6.2K
13,899
+0%
增持
SYY
SYSCO CORP
+$5.2K
6,224
+3%
减持
EQIX
EQUINIX INC
-$2.7K
1,027
-6%
