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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 33
增持 55
减持 38
清仓 24
方向
标的
Δ市值
现股数(环比)
清仓
ULST
SSGA ACTIVE ETF TR
-$4.0M
0
-100%
清仓
QUAL
ISHARES TR
-$4.0M
0
-100%
建仓
UYLD
ANGEL OAK FUNDS TRUST
+$3.6M
70,203
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
QQQM
INVESCO EXCH TRADED FD TR II
+$3.5M
14,010
减持
BBUS
J P MORGAN EXCHANGE TRADED F
-$3.2M
2,667
-91%
建仓
SEPU
AIM ETF PRODUCTS TRUST
+$2.9M
102,575
建仓
IETC
ISHARES U S ETF TR
+$2.9M
28,149
清仓
MBS
ANGEL OAK FUNDS TRUST
-$2.8M
0
-100%
建仓
XLF
SELECT SECTOR SPDR TR
+$2.6M
48,471
清仓
OCTW
AIM ETF PRODUCTS TRUST
-$2.1M
0
-100%
增持
DMBS
DOUBLELINE ETF TRUST
+$1.9M
163,775
+28%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$1.8M
0
-100%
减持
GOOG
ALPHABET INC
+$1.5M
24,926
-3%
清仓
—
AZEK CO INC
-$1.5M
0
-100%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$1.5M
2,358
清仓
INTU
INTUIT
-$1.4M
0
-100%
减持
IGSB
ISHARES TR
-$1.4M
4,330
-86%
增持
SPYM
SPDR SERIES TRUST
+$1.3M
201,420
+1%
建仓
PRIV
SSGA ACTIVE TR
+$1.2M
47,184
减持
NVDA
NVIDIA CORPORATION
+$1.2M
42,736
-0%
减持
AAPL
APPLE INC
+$1.1M
22,545
-0%
增持
IGIB
ISHARES TR
+$1.0M
39,709
+88%
减持
PFE
PFIZER INC
-$835.8K
11,475
-75%
减持
SMOT
VANECK ETF TRUST
-$825.7K
47,785
-35%
减持
SLB
SCHLUMBERGER LTD
-$748.1K
8,377
-73%
增持
XTEN
BONDBLOXX ETF TRUST
+$741.4K
45,043
+53%
建仓
—
JAMES HARDIE INDS PLC
+$727.1K
37,850
增持
AVDE
AMERICAN CENTY ETF TR
+$616.7K
74,677
+5%
清仓
CAH
CARDINAL HEALTH INC
-$585.3K
0
-100%
减持
AVGO
BROADCOM INC
+$537.5K
11,099
-2%
清仓
BAPR
INNOVATOR ETFS TRUST
-$537.1K
0
-100%
清仓
XBAP
INNOVATOR ETFS TRUST
-$533.8K
0
-100%
建仓
WELL
WELLTOWER INC
+$527.3K
2,960
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$523.0K
24,280
+56%
清仓
ARES
ARES MANAGEMENT CORPORATION
-$506.3K
0
-100%
建仓
MO
ALTRIA GROUP INC
+$504.9K
7,643
清仓
NYT
NEW YORK TIMES CO
-$502.1K
0
-100%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$486.6K
4,325
清仓
SYY
SYSCO CORP
-$486.0K
0
-100%
建仓
DDTL
INNOVATOR ETFS TRUST
+$481.3K
23,512
减持
LRCX
LAM RESEARCH CORP
+$480.1K
13,252
-0%
增持
RECS
COLUMBIA ETF TR I
+$477.1K
117,003
+1%
建仓
SJM
SMUCKER J M CO
+$475.3K
4,377
建仓
USB
US BANCORP DEL
+$470.5K
9,736
建仓
PRU
PRUDENTIAL FINL INC
+$469.3K
4,524
清仓
AMT
AMERICAN TOWER CORP NEW
-$463.3K
0
-100%
建仓
ROK
ROCKWELL AUTOMATION INC
+$458.6K
1,312
建仓
KMI
KINDER MORGAN INC DEL
+$457.6K
16,164
建仓
NAUG
INNOVATOR ETFS TRUST
+$452.0K
15,611
清仓
XEL
XCEL ENERGY INC
-$451.0K
0
-100%
清仓
—
CHUBB LIMITED
-$448.2K
0
-100%
建仓
CME
CME GROUP INC
+$446.4K
1,652
清仓
CI
THE CIGNA GROUP
-$444.0K
0
-100%
建仓
PZZA
PAPA JOHNS INTL INC
+$442.4K
9,189
建仓
WFC
WELLS FARGO CO NEW
+$439.3K
5,241
增持
AVEM
AMERICAN CENTY ETF TR
+$438.5K
58,820
+1%
建仓
GIS
GENERAL MLS INC
+$432.6K
8,580
清仓
BX
BLACKSTONE INC
-$431.5K
0
-100%
减持
URI
UNITED RENTALS INC
+$431.4K
2,335
-2%
建仓
MOS
MOSAIC CO NEW
+$431.2K
12,433
建仓
DIS
DISNEY WALT CO
+$424.2K
3,705
建仓
MCO
MOODYS CORP
+$421.2K
884
清仓
CRM
SALESFORCE INC
-$418.6K
0
-100%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$411.7K
71,587
-10%
清仓
KVUE
KENVUE INC
-$407.7K
0
-100%
清仓
PEP
PEPSICO INC
-$396.3K
0
-100%
建仓
TXN
TEXAS INSTRS INC
+$395.8K
2,154
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$390.8K
1,385
减持
APH
AMPHENOL CORP NEW
+$381.3K
15,676
-1%
清仓
NAPR
INNOVATOR ETFS TRUST
-$379.6K
0
-100%
清仓
STZ
CONSTELLATION BRANDS INC
-$375.5K
0
-100%
增持
AVUS
AMERICAN CENTY ETF TR
+$367.6K
8,274
+57%
增持
MUB
ISHARES TR
+$364.9K
6,960
+93%
增持
MSFT
MICROSOFT CORP
+$352.3K
14,442
+1%
增持
—
EATON CORP PLC
+$345.7K
5,093
+17%
清仓
WEN
WENDYS CO
-$341.5K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$338.5K
10,870
-1%
减持
IGTR
INNOVATOR ETFS TRUST
-$295.0K
71,107
-19%
减持
SPAB
SPDR SERIES TRUST
-$291.2K
80,120
-13%
减持
MS
MORGAN STANLEY
+$284.2K
16,907
-1%
增持
JMBS
JANUS DETROIT STR TR
+$280.2K
95,955
+5%
增持
UNH
UNITEDHEALTH GROUP INC
+$278.9K
6,534
+3%
减持
GS
GOLDMAN SACHS GROUP INC
+$265.7K
3,902
-3%
减持
BKR
BAKER HUGHES COMPANY
+$262.7K
26,548
-1%
减持
GLDM
WORLD GOLD TR
+$260.9K
27,651
-2%
减持
SBUX
STARBUCKS CORP
-$259.6K
16,462
-9%
增持
DXCM
DEXCOM INC
-$256.6K
15,506
+4%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$254.1K
4,979
增持
SPYI
NEOS ETF TRUST
+$240.6K
120,880
+0%
建仓
CHAT
TIDAL TRUST II
+$237.3K
3,858
减持
LOW
LOWES COS INC
+$228.8K
7,938
-0%
建仓
QQQ
INVESCO QQQ TR
+$228.1K
380
建仓
IVV
ISHARES TR
+$227.6K
340
减持
JPM
JPMORGAN CHASE & CO.
+$223.9K
9,590
-1%
建仓
LOUP
INNOVATOR ETFS TRUST
+$220.0K
2,978
减持
EXR
EXTRA SPACE STORAGE INC
-$212.7K
10,682
-8%
建仓
QTUM
ETF SER SOLUTIONS
+$208.5K
1,987
增持
CVX
CHEVRON CORP NEW
+$201.1K
16,084
+0%
增持
XFIV
BONDBLOXX ETF TRUST
+$197.4K
76,082
+5%
减持
—
MEDTRONIC PLC
+$178.2K
22,462
-0%
增持
PWR
QUANTA SVCS INC
+$164.4K
4,005
+1%
增持
JAAA
JANUS DETROIT STR TR
+$156.6K
67,662
+5%
减持
XBJL
INNOVATOR ETFS TRUST
+$154.5K
115,446
-0%
增持
WMT
WALMART INC
+$147.1K
23,230
+1%
增持
BBBS
BONDBLOXX ETF TRUST
+$143.4K
55,852
+5%
增持
NFLX
NETFLIX INC
-$138.9K
1,449
+3%
减持
PG
PROCTER AND GAMBLE CO
-$138.0K
18,049
-1%
增持
XSVN
BONDBLOXX ETF TRUST
+$135.8K
53,976
+5%
减持
SPDW
SPDR INDEX SHS FDS
+$135.7K
114,666
-3%
增持
BLOK
AMPLIFY ETF TR
+$128.9K
5,156
+36%
增持
ARKW
ARK ETF TR
+$126.2K
2,003
+32%
减持
BAC
BANK AMERICA CORP
+$125.7K
32,872
-1%
增持
DABS
DOUBLELINE ETF TRUST
+$125.5K
60,905
+3%
增持
NEE
NEXTERA ENERGY INC
+$123.7K
20,266
+0%
增持
TGT
TARGET CORP
-$116.5K
15,979
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$112.5K
4,511
+2%
增持
ABBV
ABBVIE INC
+$111.0K
2,280
+2%
增持
FEBT
AIM ETF PRODUCTS TRUST
+$107.4K
17,513
+14%
增持
XTRE
BONDBLOXX ETF TRUST
+$105.2K
46,122
+5%
减持
HELO
J P MORGAN EXCHANGE TRADED F
+$103.9K
55,771
-1%
增持
PYPL
PAYPAL HLDGS INC
-$102.3K
18,254
+2%
增持
PCMM
BONDBLOXX ETF TRUST
+$98.3K
39,369
+5%
增持
KO
COCA COLA CO
-$95.6K
25,323
+1%
增持
NOW
SERVICENOW INC
-$90.9K
1,406
+4%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$90.9K
2,329
+3%
增持
BSX
BOSTON SCIENTIFIC CORP
-$90.1K
11,963
+2%
增持
CRPT
FIRST TR EXCHNG TRADED FD VI
+$89.0K
18,587
+33%
增持
V
VISA INC
-$87.2K
7,160
+0%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$85.2K
10,919
+1%
增持
TJUL
INNOVATOR ETFS TRUST
+$83.4K
101,543
+1%
减持
NOC
NORTHROP GRUMMAN CORP
+$82.6K
865
-3%
减持
CSNR
COHEN & STEERS ETF TRUST
+$80.8K
36,200
-1%
增持
PRFD
PIMCO ETF TR
+$80.2K
33,191
+3%
减持
HON
HONEYWELL INTL INC
-$79.3K
1,940
-7%
增持
SPTL
SPDR SERIES TRUST
+$78.0K
24,462
+12%
增持
ALL
ALLSTATE CORP
+$76.6K
2,239
+12%
增持
TOLZ
PROSHARES TR
+$76.1K
18,568
+8%
增持
COP
CONOCOPHILLIPS
+$75.6K
13,846
+1%
增持
SPTI
SPDR SERIES TRUST
+$71.6K
59,166
+4%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$69.2K
2,526
-6%
减持
MCD
MCDONALDS CORP
+$66.8K
6,021
-0%
增持
UBER
UBER TECHNOLOGIES INC
+$66.4K
11,312
+1%
减持
BALL
BALL CORP
-$64.4K
7,969
-4%
减持
SNPS
SYNOPSYS INC
-$61.4K
2,438
-1%
增持
PANW
PALO ALTO NETWORKS INC
+$57.6K
8,771
+4%
增持
—
ACCENTURE PLC IRELAND
-$55.2K
1,508
+6%
减持
ORCL
ORACLE CORP
-$50.4K
1,989
-29%
增持
JULT
AIM ETF PRODUCTS TRUST
+$50.3K
7,502
+12%
增持
ISEP
INNOVATOR ETFS TRUST
+$50.1K
9,837
+15%
增持
AMZN
AMAZON COM INC
+$47.4K
30,734
+1%
