BRAUN STACEY ASSOCIATES INC
NEW YORK NY · SEC CIK 0000872080
$30.08亿2026Q1 申报市值
112持仓数
33.0%前十大占比 · 第一大 6.5%
6 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MRK 新建仓+$2,959.40万
TDY 新建仓+$1,659.72万
R 新建仓+$1,218.88万
IQV 新建仓+$1,187.44万
CRINETICS PHARMA 新建仓+$1,179.70万
2026Q1 卖出最多 按季末市值估算
NBIX 清仓-$2,585.02万
NOW 清仓-$2,255.34万
LITE 减仓-$1,188.51万
MU 减仓-$1,009.97万
WDC 减仓-$970.30万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | $3,823.48万 | 1.27% | 41,570 | -214 | -0.5% | -$19.68万 | 减仓 |
| TJX | TJX COS INC | $3,852.40万 | 1.28% | 241,227 | -869 | -0.4% | -$13.88万 | 减仓 |
| PWR | QUANTA SERVICES INC | $4,060.11万 | 1.35% | 73,952 | -2,987 | -3.9% | -$163.99万 | 减仓 |
| WELL | WELLTOWER INC | $4,390.61万 | 1.46% | 222,073 | -2,080 | -0.9% | -$41.12万 | 减仓 |
| GOOG | ALPHABET INC CAP STOCK CL C | $4,658.29万 | 1.55% | 162,389 | 247 | 0.2% | $7.09万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $4,753.72万 | 1.58% | 206,271 | -10,092 | -4.7% | -$232.58万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $4,834.22万 | 1.61% | 143,092 | -29,895 | -17.3% | -$1,009.97万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $5,240.52万 | 1.74% | 178,152 | -4,087 | -2.2% | -$120.22万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $5,612.51万 | 1.87% | 207,494 | -35,872 | -14.7% | -$970.30万 | 减仓 |
| VRT | VERTIV HOLDINGS CO CL A | $6,042.66万 | 2.01% | 241,147 | -16,399 | -6.4% | -$410.93万 | 减仓 |
| META | META PLATFORMS INC CL A | $6,079.68万 | 2.02% | 106,264 | -3,505 | -3.2% | -$200.53万 | 减仓 |
| — | EXXON MOBILE CORP | $6,439.82万 | 2.14% | 379,572 | -2,504 | -0.7% | -$42.48万 | 减仓 |
| LITE | LUMENTUM HOLDINGS INC | $6,454.43万 | 2.15% | 91,844 | -16,912 | -15.6% | -$1,188.51万 | 减仓 |
| AVGO | BROADCOM INC | $7,082.18万 | 2.35% | 228,819 | -8,001 | -3.4% | -$247.64万 | 减仓 |
| GOOGL | ALPHABET INC CAP STOCK CL A | $9,119.19万 | 3.03% | 317,123 | 4,793 | 1.5% | $137.83万 | 加仓 |
| AMZN | AMAZON.COM INC | $9,331.58万 | 3.10% | 448,052 | -1,506 | -0.3% | -$31.37万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.26亿 | 4.20% | 341,325 | 1,609 | 0.5% | $59.56万 | 加仓 |
| AAPL | APPLE INC | $1.66亿 | 5.51% | 652,506 | 205 | 0.0% | $5.20万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.95亿 | 6.48% | 1,117,419 | 1,784 | 0.2% | $31.11万 | 加仓 |