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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 25
增持 42
减持 63
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$2.0M
24,312
-56%
建仓
BTCO
INVESCO GALAXY BITCOIN ETF
+$1.9M
22,132
清仓
UBER
UBER TECHNOLOGIES INC
-$1.1M
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。
建仓
LLY
ELI LILLY & CO
+$1.1M
1,017
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$1.1M
0
-100%
建仓
TJX
TJX COS INC NEW
+$1.1M
6,995
建仓
ISRG
INTUITIVE SURGICAL INC
+$1.1M
1,884
增持
CTAS
CINTAS CORP
+$1.1M
6,839
+533%
清仓
—
JAMES HARDIE INDS PLC
-$727.1K
0
-100%
增持
TGT
TARGET CORP
+$673.0K
21,548
+35%
减持
NVDA
NVIDIA CORPORATION
-$669.8K
39,163
-8%
增持
SPYM
SPDR SERIES TRUST
+$647.3K
204,769
+2%
建仓
KEY
KEYCORP
+$612.7K
29,684
建仓
JEF
JEFFERIES FINL GROUP INC
+$601.5K
9,707
建仓
C
CITIGROUP INC
+$599.8K
5,140
清仓
ORCL
ORACLE CORP
-$559.4K
0
-100%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$545.2K
0
-100%
建仓
EIX
EDISON INTL
+$532.6K
8,873
清仓
WELL
WELLTOWER INC
-$527.3K
0
-100%
清仓
NOC
NORTHROP GRUMMAN CORP
-$527.1K
0
-100%
建仓
—
ASTRAZENECA PLC
+$525.3K
5,714
建仓
HII
HUNTINGTON INGALLS INDS INC
+$515.5K
1,516
减持
APH
AMPHENOL CORP NEW
-$513.0K
10,559
-33%
建仓
ITW
ILLINOIS TOOL WKS INC
+$509.6K
2,069
减持
URI
UNITED RENTALS INC
-$501.2K
2,135
-9%
减持
MSFT
MICROSOFT CORP
-$501.1K
14,431
-0%
建仓
UPS
UNITED PARCEL SERVICE INC
+$492.5K
4,965
建仓
CSCO
CISCO SYS INC
+$486.7K
6,318
建仓
EOG
EOG RES INC
+$475.8K
4,531
建仓
—
ASML HOLDING N V
+$465.4K
435
建仓
—
FLEX LTD
+$451.8K
7,477
清仓
CME
CME GROUP INC
-$446.4K
0
-100%
建仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$444.8K
9,088
建仓
QCOM
QUALCOMM INC
+$442.5K
2,587
清仓
PZZA
PAPA JOHNS INTL INC
-$442.4K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$439.2K
13,586
-33%
建仓
MHO
M/I HOMES INC
+$435.5K
3,404
清仓
GIS
GENERAL MLS INC
-$432.6K
0
-100%
清仓
MOS
MOSAIC CO NEW
-$431.2K
0
-100%
建仓
KHC
KRAFT HEINZ CO
+$431.0K
17,775
建仓
KLAC
KLA CORP
+$428.9K
353
清仓
T
AT&T INC
-$426.8K
0
-100%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$425.6K
0
-100%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$424.9K
9,812
清仓
DIS
DISNEY WALT CO
-$424.2K
0
-100%
清仓
MCO
MOODYS CORP
-$421.2K
0
-100%
减持
GOOG
ALPHABET INC
+$411.4K
20,657
-17%
清仓
HON
HONEYWELL INTL INC
-$408.4K
0
-100%
清仓
BALL
BALL CORP
-$401.8K
0
-100%
清仓
AVY
AVERY DENNISON CORP
-$392.9K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$387.2K
7,868
-28%
清仓
—
ACCENTURE PLC IRELAND
-$371.8K
0
-100%
增持
AMZN
AMAZON COM INC
+$370.5K
30,841
+0%
减持
LRCX
LAM RESEARCH CORP
-$363.2K
8,244
-38%
减持
AAPL
APPLE INC
+$358.8K
22,436
-0%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$357.3K
78,674
+10%
增持
UYLD
ANGEL OAK FUNDS TRUST
+$353.4K
77,114
+10%
减持
PWR
QUANTA SVCS INC
-$344.6K
3,116
-22%
减持
AVGO
BROADCOM INC
-$324.2K
9,643
-13%
增持
AVUS
AMERICAN CENTY ETF TR
+$310.6K
10,825
+31%
减持
EXR
EXTRA SPACE STORAGE INC
-$305.3K
9,217
-14%
建仓
GOOGL
ALPHABET INC
+$291.4K
931
减持
AVDE
AMERICAN CENTY ETF TR
+$252.0K
74,636
-0%
建仓
BOXX
EA SERIES TRUST
+$242.9K
2,110
建仓
SPMD
SPDR SERIES TRUST
+$237.9K
4,108
增持
META
META PLATFORMS INC
-$235.3K
7,408
+6%
清仓
IGSB
ISHARES TR
-$229.6K
0
-100%
减持
V
VISA INC
-$222.2K
6,336
-12%
增持
NFLX
NETFLIX INC
-$208.1K
16,309
+1026%
减持
BKR
BAKER HUGHES COMPANY
-$186.2K
24,313
-8%
增持
KO
COCA COLA CO
+$181.6K
26,620
+5%
增持
MUB
ISHARES TR
+$178.2K
8,583
+23%
减持
PANW
PALO ALTO NETWORKS INC
-$174.4K
8,749
-0%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$161.4K
2,368
+2%
减持
SPDW
SPDR INDEX SHS FDS
+$151.8K
113,902
-1%
减持
GLDM
WORLD GOLD TR
+$146.7K
26,480
-4%
增持
PYPL
PAYPAL HLDGS INC
-$144.5K
18,493
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$144.5K
6,397
-2%
减持
MS
MORGAN STANLEY
+$142.1K
15,939
-6%
增持
WCN
WASTE CONNECTIONS INC
+$140.2K
7,770
+12%
减持
SNPS
SYNOPSYS INC
-$129.6K
2,285
-6%
增持
ABT
ABBOTT LABS
+$126.3K
16,053
+14%
增持
PG
PROCTER AND GAMBLE CO
-$115.8K
18,543
+3%
增持
CRPT
FIRST TR EXCHNG TRADED FD VI
-$112.8K
20,072
+8%
增持
BIL
SPDR SERIES TRUST
+$103.1K
14,635
+9%
增持
NOW
SERVICENOW INC
-$96.1K
7,819
+456%
减持
LOW
LOWES COS INC
-$90.2K
7,898
-1%
减持
EQIX
EQUINIX INC
-$83.4K
1,395
-5%
增持
—
EATON CORP PLC
-$82.9K
5,724
+12%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$82.3K
4,348
-4%
减持
AVEM
AMERICAN CENTY ETF TR
+$76.5K
58,354
-1%
增持
XLF
SELECT SECTOR SPDR TR
+$73.6K
49,019
+1%
增持
DXCM
DEXCOM INC
+$72.8K
16,818
+8%
增持
SBUX
STARBUCKS CORP
+$71.1K
17,382
+6%
减持
IGTR
INNOVATOR ETFS TRUST
+$68.3K
69,387
-2%
减持
LUV
SOUTHWEST AIRLS CO
+$65.7K
26,683
-18%
减持
BSX
BOSTON SCIENTIFIC CORP
-$63.5K
11,583
-3%
减持
JMBS
JANUS DETROIT STR TR
-$63.4K
94,525
-1%
减持
CSNR
COHEN & STEERS ETF TRUST
+$61.5K
36,066
-0%
增持
COST
COSTCO WHSL CORP NEW
-$60.8K
1,371
+2%
减持
AMGN
AMGEN INC
+$59.5K
1,489
-2%
增持
MO
ALTRIA GROUP INC
-$58.8K
7,736
+1%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$58.7K
6,142
+23%
减持
BAC
BANK AMERICA CORP
+$55.7K
31,846
-3%
增持
HD
HOME DEPOT INC
-$54.3K
1,227
+4%
增持
ECL
ECOLAB INC
+$53.6K
5,369
+8%
增持
TXN
TEXAS INSTRS INC
+$51.3K
2,577
+20%
减持
RTX
RTX CORPORATION
-$50.0K
2,565
-18%
减持
CVX
CHEVRON CORP NEW
-$50.0K
16,060
-0%
减持
ABBV
ABBVIE INC
-$48.5K
2,098
-8%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$48.4K
13,880
-1%
减持
USB
US BANCORP DEL
+$44.0K
9,642
-1%
减持
WMT
WALMART INC
-$42.8K
21,105
-9%
增持
SJM
SMUCKER J M CO
-$41.8K
4,432
+1%
增持
QQQ
INVESCO QQQ TR
+$40.3K
437
+15%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$39.6K
1,453
+5%
减持
WFC
WELLS FARGO CO NEW
+$38.6K
5,128
-2%
减持
PFE
PFIZER INC
-$34.1K
10,372
-10%
减持
AEP
AMERICAN ELEC PWR CO INC
-$33.9K
3,926
-9%
增持
ARKW
ARK ETF TR
-$33.5K
2,141
+7%
减持
SPTL
SPDR SERIES TRUST
-$33.3K
23,649
-3%
增持
BLOK
AMPLIFY ETF TR
-$32.0K
5,513
+7%
增持
SMOT
VANECK ETF TRUST
+$27.9K
48,398
+1%
减持
SPAB
SPDR SERIES TRUST
-$27.8K
79,352
-1%
增持
PODD
INSULET CORP
+$27.8K
3,720
+12%
减持
—
EXXON MOBIL CORP
+$26.4K
4,102
-1%
增持
QTUM
ETF SER SOLUTIONS
+$25.6K
2,134
+7%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$23.4K
23,881
-2%
增持
COP
CONOCOPHILLIPS
+$23.2K
14,239
+3%
增持
LOUP
INNOVATOR ETFS TRUST
+$23.1K
3,182
+7%
减持
TJUL
INNOVATOR ETFS TRUST
+$23.0K
101,273
-0%
减持
DMBS
DOUBLELINE ETF TRUST
-$23.0K
163,395
-0%
减持
CSHI
NEOS ETF TRUST
-$20.7K
17,498
-2%
减持
ROK
ROCKWELL AUTOMATION INC
+$20.0K
1,230
-6%
减持
FEBT
AIM ETF PRODUCTS TRUST
-$19.1K
16,526
-6%
减持
GS
GOLDMAN SACHS GROUP INC
+$18.4K
3,556
-9%
减持
—
MEDTRONIC PLC
+$18.0K
22,458
-0%
减持
PRFD
PIMCO ETF TR
-$16.8K
33,051
-0%
减持
SPTS
SPDR SERIES TRUST
-$16.3K
20,192
-3%
减持
DCRE
DOUBLELINE ETF TRUST
-$16.0K
11,108
-2%
增持
IETC
ISHARES U S ETF TR
+$13.8K
28,379
+1%
增持
XFIV
BONDBLOXX ETF TRUST
+$13.4K
76,432
+0%
减持
DDTL
INNOVATOR ETFS TRUST
-$13.1K
22,368
-5%
减持
NAUG
INNOVATOR ETFS TRUST
-$13.1K
14,842
-5%
减持
JPM
JPMORGAN CHASE & CO.
+$12.9K
9,428
-2%
减持
JULT
AIM ETF PRODUCTS TRUST
-$11.9K
7,070
-6%
减持
SPYI
NEOS ETF TRUST
+$11.7K
120,573
-0%
减持
MCD
MCDONALDS CORP
-$11.5K
5,949
-1%
增持
TOLZ
PROSHARES TR
+$9.6K
18,733
+1%
减持
SPTI
SPDR SERIES TRUST
-$9.2K
58,969
-0%
