BRIAN LOW FINANCIAL GROUP, LLC

报告期 2026-03-31 · CIK 0002079080

持仓数

116

前50大市值合计

$117.2M

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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 109 项建仓 15增持 56减持 31清仓 7

方向

标的

Δ市值

现股数(环比)

增持

AAPL APPLE INC

+$1.5M

19,859 +16%

增持

SWP MANAGER DIRECTED PORTFOLIOS

+$1.4M

624,468 +2%

建仓

JEF JEFFERIES FINL GROUP INC

+$1.4M

20,763

增持

GOOGL ALPHABET INC

+$1.3M

12,393 +28%

增持

MSFT MICROSOFT CORP

+$1.1M

11,665 +16%

清仓

IGV ISHARES TR

-$1.0M

0 -100%

建仓

FLS FLOWSERVE CORP

+$1.0M

18,942

清仓

KMI KINDER MORGAN INC DEL

-$985.4K

0 -100%

增持

AVGO BROADCOM INC

+$967.2K

9,183 +23%

建仓

AXP AMERICAN EXPRESS CO

+$862.3K

2,596

增持

IBM INTERNATIONAL BUSINESS MACHS

+$793.5K

7,900 +62%

建仓

TOL TOLL BROTHERS INC

+$739.5K

5,353

清仓

V VISA INC

-$730.6K

0 -100%

清仓

TGT TARGET CORP

-$696.6K

0 -100%

建仓

XBI SPDR SERIES TRUST

+$667.7K

6,664

清仓

ROP ROPER TECHNOLOGIES INC

-$651.3K

0 -100%

建仓

TM TOYOTA MOTOR CORP

+$649.1K

3,397

建仓

BUG GLOBAL X FDS

+$639.4K

18,170

清仓

IYT ISHARES TR

-$610.9K

0 -100%

增持

— EXXON MOBIL CORP

+$587.4K

49,068 +7%

增持

ABBV ABBVIE INC

+$569.9K

6,467 +29%

增持

ENB ENBRIDGE INC

+$561.0K

15,845 +201%

增持

JPM JPMORGAN CHASE & CO.

+$558.6K

10,259 +11%

增持

PNC PNC FINL SVCS GROUP INC

+$557.6K

6,421 +63%

建仓

CNQ CANADIAN NAT RES LTD

+$527.3K

16,500

增持

C CITIGROUP INC

+$415.2K

12,270 +26%

增持

— ASTRAZENECA PLC

+$398.2K

17,730 +29%

增持

NVDA NVIDIA CORPORATION

+$393.8K

12,620 +2%

增持

BLK BLACKROCK INC

+$392.7K

1,100 +30%

增持

RTX RTX CORPORATION

+$383.2K

7,827 +23%

增持

BX BLACKSTONE INC

+$375.4K

7,535 +24%

增持

— MEDTRONIC PLC

+$372.1K

12,603 +33%

增持

AIT APPLIED INDL TECHNOLOGIES IN

+$369.0K

4,790 +26%

增持

TJX TJX COS INC NEW

+$346.6K

7,432 +26%

增持

DKS DICKS SPORTING GOODS INC

+$343.3K

5,255 +26%

增持

COR CENCORA INC

+$331.5K

3,604 +36%

增持

FCX FREEPORT-MCMORAN INC

+$323.8K

20,406 +86%

增持

HD HOME DEPOT INC

+$293.2K

3,034 +19%

增持

IWM ISHARES TR

+$284.5K

4,642 +19%

建仓

VTI VANGUARD INDEX FDS

+$282.5K

861

增持

PLD PROLOGIS INC.

+$281.3K

9,384 +24%

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$275.8K

2,702 +28%

增持

TSLA TESLA INC

+$271.5K

1,622 +15%

增持

MTCH MATCH GROUP INC NEW

+$250.0K

22,858 +27%

建仓

JNJ JOHNSON & JOHNSON

+$246.0K

1,327

增持

SPY SPDR S&P 500 ETF TR

+$238.6K

1,536 +21%

减持

CRM SALESFORCE INC

-$237.8K

4,034 -8%

增持

META META PLATFORMS INC

+$231.7K

822 +63%

增持

PM PHILIP MORRIS INTL INC

+$226.4K

8,478 +34%

建仓

PLTR PALANTIR TECHNOLOGIES INC

+$225.5K

1,236

增持

DLR DIGITAL RLTY TR INC

+$224.0K

6,725 +25%

减持

ORCL ORACLE CORP

+$223.2K

6,888 -12%

建仓

— ESTABLISHMENT LABS HLDGS INC

+$222.9K

5,438

建仓

NFLX NETFLIX INC

+$217.0K

181

增持

DUK DUKE ENERGY CORP NEW

+$216.8K

8,206 +21%

减持

BKR BAKER HUGHES COMPANY

+$213.1K

21,045 -1%

建仓

— SILA REALTY TRUST INC

+$212.8K

8,477

清仓

OKE ONEOK INC NEW

-$209.7K

0 -100%

增持

— EATON CORP PLC

+$201.9K

2,865 +18%

增持

KRE SPDR SERIES TRUST

+$199.8K

14,304 +20%

增持

VMC VULCAN MATLS CO

+$192.0K

2,307 +16%

增持

EMR EMERSON ELEC CO

+$191.9K

8,008 +24%

增持

WMT WALMART INC

+$190.8K

6,279 +35%

增持

NEE NEXTERA ENERGY INC

+$155.7K

12,772 +10%

增持

UNP UNION PAC CORP

+$147.2K

3,790 +16%

建仓

VFF VILLAGE FARMS INTL INC

+$144.0K

46,000

减持

SMH VANECK ETF TRUST

+$130.4K

3,046 -2%

增持

VOO VANGUARD INDEX FDS

+$128.8K

636 +39%

增持

SYK STRYKER CORPORATION

+$123.4K

2,256 +26%

增持

LLY ELI LILLY & CO

+$122.3K

2,130 +10%

增持

IVV ISHARES TR

+$121.1K

642 +29%

减持

MBB ISHARES TR

-$110.7K

31,719 -5%

减持

CVX CHEVRON CORP NEW

-$102.1K

1,890 -32%

减持

SPSB SPDR SERIES TRUST

-$87.5K

81,017 -4%

增持

SPYG SPDR SERIES TRUST

+$86.3K

4,822 +10%

减持

GS GOLDMAN SACHS GROUP INC

-$82.1K

1,198 -18%

减持

ETR ENTERGY CORP NEW

-$67.7K

8,305 -18%

减持

IEI ISHARES TR

-$65.5K

14,673 -4%

减持

CCJ CAMECO CORP

+$63.8K

10,896 -5%

增持

GE GE AEROSPACE

+$53.0K

917 +6%

减持

VTV VANGUARD INDEX FDS

-$52.9K

4,886 -10%

减持

GLD SPDR GOLD TR

+$52.9K

1,080 -1%

减持

ALB ALBEMARLE CORP

-$51.5K

4,010 -33%

增持

SPDW SPDR INDEX SHS FDS

+$49.2K

6,797 +14%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$47.5K

653 +13%

减持

LQD ISHARES TR

-$47.3K

12,789 -5%

减持

IPAC ISHARES TR

-$43.3K

3,830 -19%

减持

IEUR ISHARES TR

-$39.0K

3,235 -17%

减持

SHV ISHARES TR

-$38.8K

9,869 -4%

减持

RSPD INVESCO EXCHANGE TRADED FD T

+$32.9K

12,128 -3%

减持

EFA ISHARES TR

+$32.3K

32,810 -3%

增持

SYY SYSCO CORP

+$31.4K

3,617 +3%

增持

DGRO ISHARES TR

+$29.1K

6,198 +1%

减持

EWJ ISHARES INC

+$27.2K

9,097 -3%

减持

IEMG ISHARES INC

-$24.7K

4,090 -17%

减持

VBK VANGUARD INDEX FDS

-$21.6K

1,056 -13%

减持

PID INVESCO EXCHANGE TRADED FD T

-$21.2K

90,931 -5%

增持

UBER UBER TECHNOLOGIES INC

+$15.6K

3,221 +0%

减持

VUG VANGUARD INDEX FDS

+$14.9K

2,318 -7%

减持

VBR VANGUARD INDEX FDS

-$9.9K

1,267 -10%

减持

SO SOUTHERN CO

-$9.8K

2,424 -7%

减持

AMZN AMAZON COM INC

-$9.3K

4,377 -1%

增持

PEG PUBLIC SVC ENTERPRISE GRP IN

+$8.2K

6,389 +2%

减持

GBIL GOLDMAN SACHS ETF TR

-$7.2K

3,697 -2%

增持

AMGN AMGEN INC

+$5.7K

1,117 +1%

减持

EMLP FIRST TR EXCHANGE-TRADED FD

-$2.7K

15,716 -2%

增持

PG PROCTER AND GAMBLE CO

-$2.7K

1,589 +3%

增持

T AT&T INC

+$2.5K

8,851 +4%

减持

VZ VERIZON COMMUNICATIONS INC

-$479

4,641 -2%

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。