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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 136 项
建仓 11
增持 83
减持 36
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
SPYM
SPDR SER TR
-$7.3M
196,428
-33%
清仓
JSI
JANUS DETROIT STR TR
-$5.0M
0
-100%
减持
XBJL
INNOVATOR ETFS TRUST
-$4.4M
130,986
-49%
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
SPYI
NEOS ETF TRUST
-$4.2M
123,016
-38%
建仓
RECS
COLUMBIA ETF TR I
+$3.9M
118,174
减持
SPDW
SPDR INDEX SHS FDS
-$3.2M
121,778
-46%
减持
TJUL
INNOVATOR ETFS TRUST
-$3.2M
103,952
-53%
建仓
BBUS
J P MORGAN EXCHANGE TRADED F
+$3.2M
31,607
建仓
DABS
DOUBLELINE ETF TRUST
+$3.0M
59,420
减持
IGIB
ISHARES TR
-$2.7M
22,369
-70%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$2.4M
57,673
-39%
增持
AVDE
AMERICAN CENTY ETF TR
+$2.2M
73,448
+69%
建仓
PCMM
BONDBLOXX ETF TRUST
+$1.9M
37,822
清仓
BBRE
J P MORGAN EXCHANGE TRADED F
-$1.8M
0
-100%
减持
DMBS
DOUBLELINE ETF TRUST
-$1.8M
130,636
-23%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$1.8M
10,125
建仓
SPTI
SPDR SER TR
+$1.6M
57,392
增持
AVEM
AMERICAN CENTY ETF TR
+$1.6M
59,743
+73%
增持
ULST
SSGA ACTIVE ETF TR
+$1.3M
119,851
+36%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$1.3M
96,868
+36%
清仓
—
GOLDMAN SACHS ETF TR
-$1.1M
0
-100%
增持
JMBS
JANUS DETROIT STR TR
+$1.0M
92,921
+29%
建仓
CSNR
COHEN & STEERS ETF TRUST
+$933.8K
37,492
建仓
TOLZ
PROSHARES TR
+$927.2K
17,610
清仓
MEM
MATTHEWS ASIA FDS
-$893.0K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$857.4K
0
-100%
增持
XSVN
BONDBLOXX ETF TRUST
+$769.6K
53,102
+39%
减持
OCTW
AIM ETF PRODUCTS TRUST
-$699.9K
77,685
-19%
增持
AVGO
BROADCOM INC
-$622.5K
10,302
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$613.9K
5,700
+22%
建仓
SPTS
SPDR SER TR
+$609.4K
20,842
减持
PRFD
PIMCO ETF TR
-$561.1K
32,800
-26%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$554.4K
15,805
-37%
减持
SPTL
SPDR SER TR
-$525.7K
22,221
-49%
增持
CVX
CHEVRON CORP NEW
+$454.4K
14,832
+6%
减持
IGTR
INNOVATOR ETFS TRUST
-$453.6K
91,182
-17%
增持
XTRE
BONDBLOXX ETF TRUST
+$437.0K
44,525
+23%
增持
GOOG
ALPHABET INC
-$389.4K
26,196
+11%
增持
XFIV
BONDBLOXX ETF TRUST
+$384.6K
73,893
+9%
增持
—
AZEK CO INC
+$383.4K
29,583
+32%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$362.5K
4,029
+2%
增持
URI
UNITED RENTALS INC
+$361.7K
2,633
+44%
增持
COP
CONOCOPHILLIPS
+$338.5K
16,730
+17%
减持
DCRE
DOUBLELINE ETF TRUST
-$315.0K
11,444
-35%
增持
COST
COSTCO WHSL CORP NEW
+$299.1K
1,411
+25%
增持
LOW
LOWES COS INC
+$286.7K
7,228
+28%
减持
CSHI
NEOS ETF TRUST
-$275.5K
17,398
-24%
增持
JPM
JPMORGAN CHASE & CO.
+$266.6K
9,922
+10%
增持
JNJ
JOHNSON & JOHNSON
+$257.6K
10,512
+2%
增持
MSFT
MICROSOFT CORP
+$252.8K
15,259
+17%
减持
ABT
ABBOTT LABS
+$250.9K
13,743
-1%
增持
AAPL
APPLE INC
+$245.6K
22,176
+19%
增持
KO
COCA COLA CO
+$244.1K
25,131
+1%
增持
EXR
EXTRA SPACE STORAGE INC
+$243.8K
11,380
+18%
增持
—
MEDTRONIC PLC
+$243.7K
21,702
+2%
减持
V
VISA INC
+$241.8K
7,281
-0%
增持
WCN
WASTE CONNECTIONS INC
+$233.8K
5,661
+12%
增持
SLB
SCHLUMBERGER LTD
+$233.3K
35,158
+9%
增持
WMT
WALMART INC
+$231.2K
24,564
+15%
减持
GLDM
WORLD GOLD TR
+$230.1K
28,931
-4%
增持
XTEN
BONDBLOXX ETF TRUST
+$229.0K
30,508
+15%
建仓
CTAS
CINTAS CORP
+$222.0K
1,080
增持
SBUX
STARBUCKS CORP
+$221.3K
16,672
+8%
建仓
BALT
INNOVATOR ETFS TRUST
+$206.8K
6,591
增持
PG
PROCTER AND GAMBLE CO
+$206.0K
20,490
+5%
清仓
ARKW
ARK ETF TR
-$202.0K
0
-100%
增持
INTU
INTUIT
+$194.0K
2,179
+20%
减持
SPAB
SPDR SER TR
-$180.2K
97,560
-9%
增持
ECL
ECOLAB INC
+$177.6K
4,637
+9%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$177.5K
10,796
+9%
增持
BIL
SPDR SER TR
+$173.9K
9,000
+26%
增持
GS
GOLDMAN SACHS GROUP INC
+$171.1K
4,420
+13%
增持
APH
AMPHENOL CORP NEW
+$167.3K
18,852
+22%
增持
MS
MORGAN STANLEY
+$163.4K
18,234
+17%
增持
MCD
MCDONALDS CORP
+$163.0K
5,754
+2%
减持
BBBS
BONDBLOXX ETF TRUST
-$157.9K
54,571
-6%
增持
META
META PLATFORMS INC
+$152.0K
6,810
+6%
增持
NEE
NEXTERA ENERGY INC
+$146.0K
19,816
+13%
增持
BKR
BAKER HUGHES COMPANY
+$138.8K
21,817
+9%
增持
PANW
PALO ALTO NETWORKS INC
+$136.0K
8,335
+18%
增持
SNPS
SYNOPSYS INC
+$134.1K
2,076
+33%
减持
BSX
BOSTON SCIENTIFIC CORP
+$133.0K
11,944
-0%
增持
NVDA
NVIDIA CORPORATION
+$130.3K
48,154
+27%
增持
NFLX
NETFLIX INC
+$127.2K
1,422
+6%
减持
JAAA
JANUS DETROIT STR TR
-$118.0K
66,277
-3%
增持
—
EATON CORP PLC
+$113.4K
4,391
+35%
增持
GPN
GLOBAL PMTS INC
+$105.9K
10,088
+28%
增持
NOW
SERVICENOW INC
+$105.5K
1,576
+45%
增持
IGSB
ISHARES TR
+$102.8K
30,319
+6%
增持
PWR
QUANTA SVCS INC
+$90.1K
4,622
+35%
增持
EQIX
EQUINIX INC
+$87.5K
1,295
+26%
增持
BAC
BANK AMERICA CORP
+$81.3K
35,220
+11%
减持
MBS
ANGEL OAK FUNDS TRUST
-$76.0K
329,687
-4%
增持
LUV
SOUTHWEST AIRLS CO
+$66.4K
29,741
+7%
增持
AMZN
AMAZON COM INC
-$65.2K
30,917
+14%
减持
CI
THE CIGNA GROUP
+$60.1K
1,387
-3%
增持
ARES
ARES MANAGEMENT CORPORATION
-$58.1K
2,999
+7%
增持
LRCX
LAM RESEARCH CORP
+$58.1K
12,894
+6%
减持
AMT
AMERICAN TOWER CORP NEW
+$54.6K
2,181
-5%
增持
CRPT
FIRST TR EXCHNG TRADED FD VI
-$44.8K
11,344
+3%
减持
—
EXXON MOBIL CORP
+$42.6K
4,212
-1%
减持
AMGN
AMGEN INC
+$42.0K
1,500
-8%
减持
KVUE
KENVUE INC
+$40.4K
19,774
-3%
减持
CAH
CARDINAL HEALTH INC
+$37.1K
3,706
-7%
增持
DXCM
DEXCOM INC
-$35.2K
16,147
+10%
增持
CRM
SALESFORCE INC
-$33.2K
1,547
+15%
增持
AXP
AMERICAN EXPRESS CO
-$28.3K
1,641
+4%
增持
JUNW
AIM ETF PRODUCTS TRUST
+$27.2K
17,162
+7%
增持
QUAL
ISHARES TR
-$26.6K
22,178
+3%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$26.6K
2,098
+7%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$25.1K
2,757
-9%
增持
SMOT
VANECK ETF TRUST
-$22.6K
74,579
+4%
增持
WEN
WENDYS CO
-$21.9K
28,569
+6%
减持
NOC
NORTHROP GRUMMAN CORP
+$21.6K
913
-4%
增持
BX
BLACKSTONE INC
-$21.3K
2,875
+17%
增持
XBOC
INNOVATOR ETFS TRUST
+$19.1K
12,803
+7%
增持
ORCL
ORACLE CORP
-$18.7K
2,845
+14%
增持
HON
HONEYWELL INTL INC
-$17.7K
2,146
+3%
增持
TGT
TARGET CORP
+$16.1K
16,758
+31%
增持
PFE
PFIZER INC
+$14.2K
55,047
+6%
增持
BALL
BALL CORP
+$14.0K
8,427
+9%
增持
DSI
ISHARES TR
-$13.8K
2,300
+2%
减持
—
CHUBB LIMITED
+$13.5K
1,579
-6%
减持
SYY
SYSCO CORP
-$12.5K
6,175
-1%
增持
—
ACCENTURE PLC IRELAND
-$12.5K
1,456
+10%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$11.9K
4,528
+3%
减持
XEL
XCEL ENERGY INC
+$11.8K
6,761
-2%
增持
NYT
NEW YORK TIMES CO
-$11.0K
9,218
+2%
增持
AVY
AVERY DENNISON CORP
+$9.0K
2,466
+7%
减持
RTX
RTX CORPORATION
-$7.5K
3,589
-14%
增持
HD
HOME DEPOT INC
+$5.2K
1,308
+7%
增持
PYPL
PAYPAL HLDGS INC
+$3.9K
19,652
+31%
减持
ABBV
ABBVIE INC
+$3.7K
2,266
-15%
增持
PEP
PEPSICO INC
+$1.5K
3,025
+2%
增持
STZ
CONSTELLATION BRANDS INC
+$701
2,334
+21%
增持
—
INTERPUBLIC GROUP COS INC
+$442
16,787
+3%
