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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 63
增持 34
减持 47
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
SPYI
NEOS ETF TRUST
-$4.5M
37,677
-69%
清仓
XBJL
INNOVATOR ETFS TRUST
-$4.3M
0
-100%
清仓
TJUL
INNOVATOR ETFS TRUST
-$3.0M
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
+$1.9M
203,658
+25%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$1.7M
44,280
-44%
减持
UYLD
ANGEL OAK FUNDS TRUST
-$1.7M
43,303
-44%
减持
IGTR
INNOVATOR ETFS TRUST
-$1.7M
8,061
-88%
清仓
HELO
J P MORGAN EXCHANGE TRADED F
-$1.6M
0
-100%
增持
MSFT
MICROSOFT CORP
-$1.2M
15,510
+7%
减持
NVDA
NVIDIA CORPORATION
-$1.2M
34,825
-11%
增持
XFIV
BONDBLOXX ETF TRUST
+$1.1M
99,566
+30%
减持
GOOG
ALPHABET INC
-$1.1M
18,745
-9%
减持
META
META PLATFORMS INC
-$966.9K
6,857
-7%
减持
AAPL
APPLE INC
-$922.4K
20,399
-9%
增持
BBBS
BONDBLOXX ETF TRUST
+$866.7K
73,575
+31%
增持
XSVN
BONDBLOXX ETF TRUST
+$780.5K
70,944
+31%
减持
AMZN
AMAZON COM INC
-$775.4K
30,457
-1%
减持
SPAB
SPDR SERIES TRUST
-$772.4K
49,607
-37%
建仓
—
ASTRAZENECA PLC
+$762.8K
3,868
增持
XTRE
BONDBLOXX ETF TRUST
+$708.6K
60,912
+31%
增持
PCMM
BONDBLOXX ETF TRUST
+$593.3K
52,730
+32%
增持
DABS
DOUBLELINE ETF TRUST
+$580.0K
72,812
+19%
减持
AVGO
BROADCOM INC
-$560.2K
8,973
-7%
增持
JAAA
JANUS DETROIT STR TR
+$553.3K
79,022
+17%
清仓
—
ASTRAZENECA PLC
-$525.3K
0
-100%
增持
XTEN
BONDBLOXX ETF TRUST
+$523.4K
57,064
+26%
增持
SPYM
SPDR SERIES TRUST
-$486.6K
208,257
+2%
增持
PG
PROCTER & GAMBLE CO
+$481.6K
21,732
+17%
增持
GLDM
WORLD GOLD TR
+$426.9K
28,995
+9%
减持
GS
GOLDMAN SACHS GROUP INC
-$424.5K
3,193
-10%
建仓
EQNR
EQUINOR ASA
+$423.6K
10,039
增持
MUB
ISHARES TR
+$405.9K
12,484
+45%
减持
JPM
JPMORGAN CHASE & CO
-$397.5K
8,976
-5%
减持
URI
UNITED RENTALS INC
-$393.9K
1,831
-14%
建仓
SU
SUNCOR ENERGY INC NEW
+$371.5K
5,619
减持
LOW
LOWES COS INC
-$350.2K
6,579
-17%
减持
V
VISA INC
-$350.0K
6,194
-2%
增持
BTCO
INVESCO GALAXY BITCOIN ETF
-$341.5K
23,532
+6%
减持
MS
MORGAN STANLEY
-$339.7K
15,130
-5%
建仓
SHEL
SHELL PLC
+$339.4K
3,649
建仓
RJF
RAYMOND JAMES FINL INC
+$339.1K
2,342
建仓
PNFP
PINNACLE FINL PARTNERS INC
+$337.2K
3,914
增持
AVUS
AMERICAN CENTY ETF TR
+$327.5K
13,829
+28%
增持
IETC
ISHARES U S ETF TR
-$323.0K
28,966
+2%
建仓
HUM
HUMANA INC
+$318.3K
1,836
建仓
JD
JD.COM INC
+$310.5K
10,500
减持
LUV
SOUTHWEST AIRLS CO
-$306.2K
21,202
-21%
减持
—
MEDTRONIC PLC
-$304.7K
21,380
-5%
建仓
SBS
COMPANHIA DE SANEAMENTO BASI
+$302.0K
9,899
增持
ABT
ABBOTT LABORATORIES
-$298.8K
16,679
+4%
增持
PRIV
SSGA ACTIVE TR
+$296.0K
59,442
+26%
建仓
—
LINDE PLC
+$296.0K
597
建仓
SKM
SK TELECOM CO LTD
+$292.8K
9,996
清仓
SLB
SLB LIMITED
-$292.0K
0
-100%
建仓
CM
CANADIAN IMPERIAL BANK OF CO
+$285.6K
3,014
建仓
VOD
VODAFONE GROUP PLC
+$284.1K
18,917
增持
BSX
BOSTON SCIENTIFIC CORP
-$280.4K
13,132
+13%
建仓
CNI
CANADIAN NATL RY CO
+$279.7K
2,722
建仓
NVS
NOVARTIS AG
+$279.2K
1,828
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$278.3K
3,980
-8%
建仓
CLH
CLEAN HARBORS INC
+$276.4K
964
建仓
NGG
NATIONAL GRID PLC
+$273.3K
3,230
建仓
—
AERCAP HOLDINGS NV
+$273.0K
1,990
建仓
—
UBS GROUP AG
+$272.7K
6,981
建仓
BWXT
BWX TECHNOLOGIES INC
+$272.6K
1,333
建仓
RY
ROYAL BK CDA
+$271.8K
1,680
建仓
—
COCA-COLA EUROPACIFIC PARTNE
+$271.7K
2,997
建仓
HSBC
HSBC HLDGS PLC
+$270.8K
3,283
增持
IVV
ISHARES TR
+$269.9K
775
+125%
建仓
COO
COOPER COS INC
+$269.6K
3,770
建仓
—
TE CONNECTIVITY PLC
+$268.8K
1,286
建仓
IHG
INTERCONTINENTAL HOTELS GROU
+$268.7K
2,013
建仓
KB
KB FINL GROUP INC
+$264.3K
2,650
建仓
NWG
NATWEST GROUP PLC
+$263.6K
17,690
减持
LLY
ELI LILLY & CO
-$262.4K
903
-11%
建仓
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$262.2K
776
建仓
LYG
LLOYDS BANKING GROUP PLC
+$261.6K
52,001
建仓
PUK
PRUDENTIAL PLC
+$260.7K
9,170
清仓
PFE
PFIZER INC
-$258.3K
0
-100%
建仓
MUFG
MITSUBISHI UFJ FINANCIAL GRO
+$258.1K
15,211
减持
MLM
MARTIN MARIETTA MATLS INC
-$256.7K
2,093
-12%
建仓
ING
ING GROEP N.V.
+$256.1K
9,831
增持
ROK
ROCKWELL AUTOMATION INC
+$256.1K
2,047
+66%
建仓
IRM
IRON MTN INC DEL
+$254.3K
2,490
建仓
KOF
COCA-COLA FEMSA SAB DE CV
+$253.2K
2,596
建仓
AMG
AFFILIATED MANAGERS GROUP
+$252.1K
911
增持
XLF
SELECT SECTOR SPDR TR
-$251.8K
49,281
+1%
减持
APH
AMPHENOL CORP
-$251.4K
9,304
-12%
减持
RECS
COLUMBIA ETF TR I
-$250.4K
114,795
-1%
建仓
NMR
NOMURA HLDGS INC
+$250.1K
31,701
增持
PODD
INSULET CORP
-$250.1K
3,847
+3%
建仓
IX
ORIX CORP
+$249.6K
8,322
建仓
SMFG
SUMITOMO MITSUI FIN GRP INC
+$249.5K
12,634
建仓
FLR
FLUOR CORP
+$244.4K
5,239
建仓
GBCI
GLACIER BANCORP INC NEW
+$243.6K
5,454
增持
UNH
UNITEDHEALTH GROUP INC
-$242.5K
6,908
+8%
建仓
—
CRH PLC
+$242.2K
2,304
建仓
EMBJ
EMBRAER S.A.
+$241.9K
4,076
建仓
—
AMCOR PLC
+$240.5K
6,050
增持
—
ASML HLDG NV
+$239.9K
534
+23%
建仓
BCS
BARCLAYS PLC
+$239.8K
11,333
建仓
UAL
UNITED AIRLS HLDGS INC
+$239.6K
2,602
建仓
MFG
MIZUHO FINANCIAL GROUP INC
+$238.6K
30,052
建仓
—
DEUTSCHE BK AG
+$237.7K
7,982
建仓
CNR
CORE NATURAL RESOURCES INC
+$237.1K
2,264
减持
CTAS
CINTAS CORP
-$236.5K
6,206
-9%
减持
—
LYONDELLBASELL INDUSTRIES NV
+$234.1K
8,180
-17%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$232.1K
13,797
-1%
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$231.7K
762
建仓
ULTA
ULTA BEAUTY INC
+$230.5K
441
建仓
UL
UNILEVER PLC
+$230.0K
4,037
建仓
DOV
DOVER CORP
+$228.0K
1,094
建仓
BABA
ALIBABA GROUP HLDG LTD
+$227.6K
1,814
建仓
CUBE
CUBESMART
+$226.5K
6,180
建仓
TXT
TEXTRON INC
+$225.3K
2,573
减持
BAC
BANK AMERICA CORP
-$224.3K
31,328
-2%
建仓
PK
PARK HOTELS & RESORTS INC
+$216.5K
20,560
建仓
AGCO
AGCO CORP
+$215.5K
1,860
建仓
EXE
EXPAND ENERGY CORPORATION
+$213.6K
1,946
减持
ECL
ECOLAB INC
-$212.9K
4,498
-16%
建仓
CTRA
COTERRA ENERGY INC
+$211.6K
6,021
减持
CSNR
COHEN & STEERS ETF TRUST
+$208.9K
35,188
-2%
建仓
ROST
ROSS STORES INC
+$208.4K
962
减持
COP
CONOCOPHILLIPS
+$204.1K
11,644
-18%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$202.7K
3,138
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$200.5K
1,015
增持
JEF
JEFFERIES FINANCIAL GROUP IN
-$200.3K
9,723
+0%
减持
CVX
CHEVRON CORPORATION
+$198.1K
12,788
-20%
减持
SNPS
SYNOPSYS INC
-$185.6K
2,239
-2%
减持
JMBS
JANUS DETROIT STR TR
-$181.1K
91,583
-3%
增持
ISRG
INTUITIVE SURGICAL INC
-$173.6K
1,938
+3%
增持
PANW
PALO ALTO NETWORKS INC
-$172.7K
8,975
+3%
减持
DXCM
DEXCOM INC
-$165.3K
15,142
-10%
减持
WCN
WASTE CONNECTIONS INC
-$163.7K
7,380
-5%
减持
EOG
EOG RES INC
+$150.5K
4,332
-4%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$150.3K
9,085
+48%
减持
EXR
EXTRA SPACE STORAGE INC
-$150.3K
8,007
-13%
减持
—
EATON CORP PLC
-$148.5K
4,682
-18%
增持
NOW
SERVICENOW INC
-$140.2K
10,116
+29%
减持
SBUX
STARBUCKS CORP
-$135.7K
14,823
-15%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$125.2K
3,818
+46%
减持
WMT
WALMART INC
-$122.8K
17,931
-15%
减持
LRCX
LAM RESEARCH CORP
-$119.8K
6,044
-27%
减持
COST
COSTCO WHOLESALE CORPORATION
-$118.1K
1,068
-22%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$117.5K
2,141
-10%
减持
SEPU
AIM ETF PRODUCTS TRUST
-$117.5K
100,290
-1%
增持
BOXX
EA SERIES TRUST
+$114.6K
3,074
+46%
增持
TOLZ
PROSHARES TR
+$111.7K
18,775
+0%
减持
—
EXXON MOBIL CORP
+$92.9K
3,457
-16%
减持
TGT
TARGET CORP
+$92.1K
18,139
-16%
