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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 118 项建仓 18增持 46减持 44清仓 10

方向

标的

Δ市值

现股数(环比)

增持

META META PLATFORMS INC

+$1.5M

3,169 +286%

清仓

— EATON CORP PLC

-$1.1M

0 -100%

增持

SWP MANAGER DIRECTED PORTFOLIOS

+$985.1K

657,672 +5%

减持

HD HOME DEPOT INC

-$943.2K

832 -73%

建仓

DRI DARDEN RESTAURANTS INC

+$905.6K

4,921

清仓

KRE SPDR SERIES TRUST

-$905.4K

0 -100%

建仓

SIMO SILICON MOTION TECHNOLOGY CO

+$871.7K

9,403

建仓

SMG SCOTTS MIRACLE-GRO CO

+$870.2K

14,913

建仓

STM STMICROELECTRONICS N V

+$837.7K

32,294

清仓

SYK STRYKER CORPORATION

-$834.0K

0 -100%

建仓

UPS UNITED PARCEL SERVICE INC

+$822.3K

8,290

建仓

NKE NIKE INC

+$808.8K

12,696

清仓

MTCH MATCH GROUP INC NEW

-$807.3K

0 -100%

增持

PLD PROLOGIS INC.

+$755.5K

14,336 +53%

建仓

URI UNITED RENTALS INC

+$729.2K

901

清仓

VMC VULCAN MATLS CO

-$709.7K

0 -100%

清仓

RSPD INVESCO EXCHANGE TRADED FD T

-$699.8K

0 -100%

建仓

KTB KONTOOR BRANDS INC

+$660.7K

10,816

建仓

ITB ISHARES TR

+$634.5K

6,589

增持

TOL TOLL BROTHERS INC

+$616.1K

10,025 +87%

减持

NVDA NVIDIA CORPORATION

-$610.3K

9,353 -26%

减持

CRM SALESFORCE INC

-$609.8K

1,307 -68%

增持

FLS FLOWSERVE CORP

+$591.4K

23,032 +22%

减持

MSFT MICROSOFT CORP

-$571.1K

11,312 -3%

建仓

URA GLOBAL X FDS

+$496.1K

11,611

减持

GOOGL ALPHABET INC

+$491.9K

11,197 -10%

增持

JEF JEFFERIES FINL GROUP INC

+$486.1K

29,763 +43%

增持

ORCL ORACLE CORP

+$485.6K

12,430 +80%

减持

LLY ELI LILLY & CO

+$443.6K

1,925 -10%

增持

IBM INTERNATIONAL BUSINESS MACHS

+$433.0K

8,987 +14%

增持

FCX FREEPORT-MCMORAN INC

+$432.1K

24,264 +19%

减持

DLR DIGITAL RLTY TR INC

-$402.2K

4,915 -27%

清仓

GBIL GOLDMAN SACHS ETF TR

-$370.6K

0 -100%

减持

— EXXON MOBIL CORP

+$356.8K

48,938 -0%

增持

RTX RTX CORPORATION

+$350.5K

9,052 +16%

增持

CCJ CAMECO CORP

+$333.3K

13,630 +25%

增持

COR CENCORA INC

+$328.7K

4,308 +20%

增持

TJX TJX COS INC NEW

+$327.3K

9,124 +23%

减持

DKS DICKS SPORTING GOODS INC

-$320.3K

4,281 -19%

增持

JPM JPMORGAN CHASE & CO.

+$313.4K

11,016 +7%

增持

CNQ CANADIAN NAT RES LTD

+$307.8K

24,672 +50%

增持

C CITIGROUP INC

+$285.0K

13,116 +7%

减持

DUK DUKE ENERGY CORP NEW

-$284.2K

6,240 -24%

清仓

VTI VANGUARD INDEX FDS

-$282.5K

0 -100%

增持

GS GOLDMAN SACHS GROUP INC

+$271.3K

1,394 +16%

建仓

GLDM WORLD GOLD TR

+$250.7K

2,937

增持

NEE NEXTERA ENERGY INC

+$248.3K

15,103 +18%

建仓

TRV TRAVELERS COMPANIES INC

+$243.7K

840

建仓

VRTX VERTEX PHARMACEUTICALS INC

+$237.1K

523

增持

— MEDTRONIC PLC

+$233.3K

14,924 +18%

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$226.6K

3,229 +20%

建仓

EMXC ISHARES INC

+$221.9K

3,053

增持

PM PHILIP MORRIS INTL INC

+$215.6K

9,917 +17%

建仓

SCHW SCHWAB CHARLES CORP

+$214.7K

2,149

建仓

MRK MERCK & CO INC

+$212.9K

2,023

清仓

— SILA REALTY TRUST INC

-$212.8K

0 -100%

增持

EMR EMERSON ELEC CO

+$211.0K

9,505 +19%

建仓

ESGV VANGUARD WORLD FD

+$206.1K

1,704

清仓

VZ VERIZON COMMUNICATIONS INC

-$204.0K

0 -100%

增持

TM TOYOTA MOTOR CORP

+$199.8K

3,966 +17%

减持

— ASTRAZENECA PLC

+$192.7K

16,893 -5%

增持

AIT APPLIED INDL TECHNOLOGIES IN

+$181.8K

5,578 +16%

增持

AXP AMERICAN EXPRESS CO

+$176.9K

2,809 +8%

增持

WMT WALMART INC

+$176.0K

7,388 +18%

增持

ENB ENBRIDGE INC

+$166.4K

20,196 +27%

减持

PEG PUBLIC SVC ENTERPRISE GRP IN

-$149.5K

4,779 -25%

增持

GLD SPDR GOLD TR

+$149.1K

1,345 +25%

减持

XBI SPDR SERIES TRUST

+$133.8K

6,574 -1%

减持

SMH VANECK ETF TRUST

-$133.0K

2,391 -22%

增持

IWM ISHARES TR

+$131.3K

5,096 +10%

减持

TSLA TESLA INC

-$126.8K

1,322 -18%

增持

UNP UNION PAC CORP

+$121.3K

4,397 +16%

减持

IVV ISHARES TR

-$107.1K

471 -27%

增持

ABBV ABBVIE INC

+$106.5K

7,019 +9%

增持

BLK BLACKROCK INC

+$104.7K

1,296 +18%

增持

BKR BAKER HUGHES COMPANY

+$94.9K

24,597 +17%

增持

PID INVESCO EXCHANGE TRADED FD T

+$92.2K

92,094 +1%

减持

SPYG SPDR SERIES TRUST

-$86.0K

3,917 -19%

减持

— ESTABLISHMENT LABS HLDGS INC

+$81.3K

4,174 -23%

减持

EFA ISHARES TR

+$79.7K

32,731 -0%

减持

VUG VANGUARD INDEX FDS

-$79.4K

2,116 -9%

增持

BX BLACKSTONE INC

+$76.9K

8,851 +17%

增持

SPDW SPDR INDEX SHS FDS

+$76.0K

8,260 +22%

减持

AVGO BROADCOM INC

+$65.6K

8,943 -3%

减持

VTV VANGUARD INDEX FDS

-$62.2K

4,445 -9%

减持

AAPL APPLE INC

+$53.0K

18,795 -5%

增持

AMGN AMGEN INC

+$52.8K

1,125 +1%

增持

SHEL SHELL PLC

+$50.4K

3,830 +19%

减持

MBB ISHARES TR

-$48.4K

31,187 -2%

减持

SPY SPDR S&P 500 ETF TR

-$47.4K

1,431 -7%

减持

LQD ISHARES TR

-$46.1K

12,519 -2%

减持

SPSB SPDR SERIES TRUST

-$45.3K

79,759 -2%

减持

AMZN AMAZON COM INC

+$38.9K

4,332 -1%

减持

IPAC ISHARES TR

-$34.5K

3,371 -12%

增持

PLTR PALANTIR TECHNOLOGIES INC

+$32.8K

1,453 +18%

减持

VBR VANGUARD INDEX FDS

-$32.2K

1,096 -13%

减持

T AT&T INC

-$31.2K

8,806 -1%

建仓

PSEC PROSPECT CAP CORP

+$25.9K

10,000

减持

VBK VANGUARD INDEX FDS

-$25.5K

956 -9%

减持

PNC PNC FINL SVCS GROUP INC

-$25.0K

6,061 -6%

增持

BUG GLOBAL X FDS

+$24.0K

21,781 +20%

减持

PG PROCTER AND GAMBLE CO

-$22.0K

1,550 -2%

减持

IEMG ISHARES INC

-$21.4K

3,693 -10%

增持

VOO VANGUARD INDEX FDS

+$21.1K

655 +3%

增持

UBER UBER TECHNOLOGIES INC

-$20.3K

3,613 +12%

增持

SO SOUTHERN CO

-$18.3K

2,425 +0%

减持

EMLP FIRST TR EXCHANGE-TRADED FD

-$16.6K

15,451 -2%

减持

IEUR ISHARES TR

-$16.3K

2,875 -11%

减持

IEI ISHARES TR

-$16.0K

14,559 -1%

减持

EWJ ISHARES INC

-$14.8K

8,853 -3%

增持

DGRO ISHARES TR

+$12.7K

6,261 +1%

减持

CVX CHEVRON CORP NEW

-$12.0K

1,847 -2%

减持

GE GE AEROSPACE

-$10.3K

862 -6%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$10.0K

673 +3%

减持

SHV ISHARES TR

-$9.9K

9,810 -1%

增持

NFLX NETFLIX INC

-$7.0K

2,240 +1138%

减持

SPYM SPDR SERIES TRUST

+$6.1K

3,844 -0%

减持

JNJ JOHNSON & JOHNSON

+$486

1,191 -10%

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。