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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 143 项
建仓 15
增持 29
减持 92
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SERIES TRUST
+$1.6M
199,417
+2%
减持
NVDA
NVIDIA CORPORATION
+$1.6M
42,879
-11%
减持
MSFT
MICROSOFT CORP
+$1.4M
14,330
-6%
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
AVGO
BROADCOM INC
+$1.4M
11,334
+10%
增持
META
META PLATFORMS INC
+$1.2M
6,883
+1%
建仓
UBER
UBER TECHNOLOGIES INC
+$1.0M
11,167
建仓
PODD
INSULET CORP
+$1.0M
3,295
增持
UNH
UNITEDHEALTH GROUP INC
-$1.0M
6,338
+11%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$1.0M
2,253
清仓
GPN
GLOBAL PMTS INC
-$987.8K
0
-100%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$847.2K
79,933
-17%
减持
ULST
SSGA ACTIVE ETF TR
-$844.7K
99,048
-17%
减持
AMZN
AMAZON COM INC
+$818.7K
30,543
-1%
减持
PG
PROCTER AND GAMBLE CO
-$580.7K
18,273
-11%
减持
OCTW
AIM ETF PRODUCTS TRUST
-$579.8K
58,052
-25%
减持
NFLX
NETFLIX INC
+$550.1K
1,401
-1%
建仓
FEBT
AIM ETF PRODUCTS TRUST
+$541.4K
15,423
建仓
BAPR
INNOVATOR ETFS TRUST
+$537.1K
11,886
建仓
XBAP
INNOVATOR ETFS TRUST
+$533.8K
14,528
建仓
AVUS
AMERICAN CENTY ETF TR
+$531.8K
5,275
减持
COP
CONOCOPHILLIPS
-$522.9K
13,752
-18%
清仓
JUNW
AIM ETF PRODUCTS TRUST
-$510.3K
0
-100%
减持
GOOG
ALPHABET INC
+$473.4K
25,740
-2%
清仓
—
INTERPUBLIC GROUP COS INC
-$455.9K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$441.5K
0
-100%
建仓
T
AT&T INC
+$436.8K
15,092
减持
SLB
SCHLUMBERGER LTD
-$433.6K
30,650
-13%
减持
GS
GOLDMAN SACHS GROUP INC
+$427.0K
4,015
-9%
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$418.9K
0
-100%
减持
AVDE
AMERICAN CENTY ETF TR
+$407.9K
71,278
-3%
建仓
ALL
ALLSTATE CORP
+$404.0K
2,007
增持
BIL
SPDR SERIES TRUST
+$389.9K
13,251
+47%
减持
AVEM
AMERICAN CENTY ETF TR
+$384.8K
58,061
-3%
清仓
XBOC
INNOVATOR ETFS TRUST
-$381.3K
0
-100%
建仓
NAPR
INNOVATOR ETFS TRUST
+$379.6K
7,441
建仓
MUB
ISHARES TR
+$376.2K
3,601
增持
SNPS
SYNOPSYS INC
+$374.0K
2,466
+19%
减持
JPM
JPMORGAN CHASE & CO.
+$367.2K
9,662
-3%
减持
—
EATON CORP PLC
+$366.8K
4,371
-0%
增持
LRCX
LAM RESEARCH CORP
+$356.9K
13,297
+3%
减持
SPDW
SPDR INDEX SHS FDS
+$336.9K
117,828
-3%
减持
APH
AMPHENOL CORP NEW
+$322.1K
15,783
-16%
减持
PWR
QUANTA SVCS INC
+$320.5K
3,955
-14%
减持
RECS
COLUMBIA ETF TR I
+$319.4K
115,356
-2%
增持
PANW
PALO ALTO NETWORKS INC
+$306.1K
8,446
+1%
减持
BBUS
J P MORGAN EXCHANGE TRADED F
+$292.9K
31,109
-2%
增持
AAPL
APPLE INC
-$283.0K
22,630
+2%
建仓
JULT
AIM ETF PRODUCTS TRUST
+$278.8K
6,679
减持
MS
MORGAN STANLEY
+$276.0K
17,062
-6%
减持
PFE
PFIZER INC
-$266.7K
46,542
-15%
减持
XBJL
INNOVATOR ETFS TRUST
-$263.5K
115,856
-12%
建仓
ISEP
INNOVATOR ETFS TRUST
+$263.4K
8,520
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$231.5K
10,858
+1%
建仓
ARKW
ARK ETF TR
+$223.5K
1,514
建仓
BLOK
AMPLIFY ETF TR
+$216.7K
3,795
减持
ORCL
ORACLE CORP
+$212.0K
2,789
-2%
清仓
BALT
INNOVATOR ETFS TRUST
-$206.8K
0
-100%
减持
TGT
TARGET CORP
-$199.0K
15,710
-6%
减持
DXCM
DEXCOM INC
+$197.3K
14,893
-8%
减持
SPYI
NEOS ETF TRUST
+$190.2K
120,855
-2%
增持
CRPT
FIRST TR EXCHNG TRADED FD VI
+$186.3K
14,006
+23%
增持
CVX
CHEVRON CORP NEW
-$184.6K
16,039
+8%
减持
QUAL
ISHARES TR
+$168.6K
21,653
-2%
增持
WCN
WASTE CONNECTIONS INC
+$163.2K
6,792
+20%
减持
URI
UNITED RENTALS INC
+$147.4K
2,386
-9%
增持
ECL
ECOLAB INC
+$140.6K
4,885
+5%
减持
DMBS
DOUBLELINE ETF TRUST
-$138.0K
127,770
-2%
减持
NOW
SERVICENOW INC
+$130.1K
1,347
-15%
减持
SPAB
SPDR SERIES TRUST
-$129.4K
92,276
-5%
增持
EQIX
EQUINIX INC
+$109.5K
1,465
+13%
减持
SMOT
VANECK ETF TRUST
+$104.3K
73,269
-2%
减持
BAC
BANK AMERICA CORP
+$100.5K
33,182
-6%
减持
JMBS
JANUS DETROIT STR TR
-$98.0K
91,056
-2%
减持
WMT
WALMART INC
+$90.5K
22,980
-6%
减持
MBS
ANGEL OAK FUNDS TRUST
-$88.2K
321,190
-3%
减持
JAAA
JANUS DETROIT STR TR
-$81.6K
64,617
-3%
增持
LOW
LOWES COS INC
+$80.3K
7,960
+10%
减持
HELO
J P MORGAN EXCHANGE TRADED F
+$79.3K
56,268
-2%
增持
WEN
WENDYS CO
-$76.4K
29,908
+5%
减持
CAH
CARDINAL HEALTH INC
+$74.7K
3,484
-6%
增持
ABT
ABBOTT LABS
+$72.4K
13,936
+1%
增持
BKR
BAKER HUGHES COMPANY
+$71.8K
26,883
+23%
减持
XSVN
BONDBLOXX ETF TRUST
-$70.5K
51,485
-3%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$70.3K
2,031
-3%
减持
ARES
ARES MANAGEMENT CORPORATION
+$66.6K
2,923
-3%
减持
KVUE
KENVUE INC
-$66.5K
19,480
-1%
增持
JNJ
JOHNSON & JOHNSON
-$66.2K
10,979
+4%
减持
GLDM
WORLD GOLD TR
+$62.5K
28,282
-2%
减持
XTEN
BONDBLOXX ETF TRUST
-$61.8K
29,440
-4%
减持
ABBV
ABBVIE INC
-$57.9K
2,246
-1%
减持
PEP
PEPSICO INC
-$57.3K
3,001
-1%
减持
—
EXXON MOBIL CORP
-$57.1K
4,117
-2%
减持
XFIV
BONDBLOXX ETF TRUST
-$55.8K
72,359
-2%
减持
IGTR
INNOVATOR ETFS TRUST
-$54.9K
88,140
-3%
减持
BSX
BOSTON SCIENTIFIC CORP
+$53.2K
11,713
-2%
减持
STZ
CONSTELLATION BRANDS INC
-$52.9K
2,308
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$52.5K
9,940
-2%
减持
AMGN
AMGEN INC
-$52.1K
1,487
-1%
减持
IGIB
ISHARES TR
-$50.7K
21,095
-6%
减持
COST
COSTCO WHSL CORP NEW
-$46.6K
1,301
-8%
减持
NYT
NEW YORK TIMES CO
+$44.9K
8,969
-3%
减持
PYPL
PAYPAL HLDGS INC
+$44.1K
17,847
-9%
减持
BBBS
BONDBLOXX ETF TRUST
-$41.4K
53,394
-2%
减持
HD
HOME DEPOT INC
-$41.2K
1,195
-9%
增持
LUV
SOUTHWEST AIRLS CO
+$40.6K
32,036
+8%
减持
—
AZEK CO INC
+$40.3K
27,352
-8%
减持
CSNR
COHEN & STEERS ETF TRUST
+$37.4K
36,708
-2%
减持
RTX
RTX CORPORATION
+$35.8K
3,501
-2%
减持
INTU
INTUIT
+$35.0K
1,743
-20%
增持
MCD
MCDONALDS CORP
-$34.4K
6,034
+5%
减持
HON
HONEYWELL INTL INC
+$33.2K
2,094
-2%
减持
PCMM
BONDBLOXX ETF TRUST
-$31.8K
37,567
-1%
增持
BX
BLACKSTONE INC
+$29.7K
2,885
+0%
减持
—
CHUBB LIMITED
-$28.6K
1,547
-2%
增持
EXR
EXTRA SPACE STORAGE INC
+$28.4K
11,654
+2%
减持
XEL
XCEL ENERGY INC
-$27.7K
6,622
-2%
减持
BALL
BALL CORP
+$27.4K
8,312
-1%
减持
—
ACCENTURE PLC IRELAND
-$27.2K
1,429
-2%
减持
TJUL
INNOVATOR ETFS TRUST
-$26.6K
100,743
-3%
减持
KO
COCA COLA CO
-$24.9K
25,088
-0%
减持
SPTL
SPDR SERIES TRUST
-$24.5K
21,868
-2%
减持
NOC
NORTHROP GRUMMAN CORP
-$23.0K
889
-3%
增持
SYY
SYSCO CORP
+$22.7K
6,417
+4%
减持
V
VISA INC
-$20.2K
7,130
-2%
减持
CSHI
NEOS ETF TRUST
-$19.8K
16,965
-2%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$19.2K
2,697
-2%
减持
PRFD
PIMCO ETF TR
-$19.1K
32,158
-2%
增持
SBUX
STARBUCKS CORP
+$16.9K
18,032
+8%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$14.1K
15,561
-2%
减持
DCRE
DOUBLELINE ETF TRUST
-$13.5K
11,149
-3%
减持
CI
THE CIGNA GROUP
-$12.4K
1,343
-3%
减持
XTRE
BONDBLOXX ETF TRUST
-$11.9K
44,063
-1%
减持
AVY
AVERY DENNISON CORP
-$11.4K
2,436
-1%
减持
AMT
AMERICAN TOWER CORP NEW
-$11.3K
2,096
-4%
增持
—
MEDTRONIC PLC
+$11.0K
22,497
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$9.6K
4,437
+10%
减持
DABS
DOUBLELINE ETF TRUST
+$4.8K
58,883
-1%
减持
IGSB
ISHARES TR
-$4.6K
30,007
-1%
减持
CRM
SALESFORCE INC
+$3.4K
1,535
-1%
减持
SPTI
SPDR SERIES TRUST
-$2.0K
56,943
-1%
减持
TOLZ
PROSHARES TR
+$1.4K
17,245
-2%
增持
NEE
NEXTERA ENERGY INC
+$1.4K
20,256
+2%
减持
SPTS
SPDR SERIES TRUST
+$339
20,818
-0%
