BRAUN STACEY ASSOCIATES INC
NEW YORK NY · SEC CIK 0000872080
$35.27亿2026Q2 申报市值
113持仓数
33.8%前十大占比 · 第一大 6.3%
13 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ASND 新建仓+$3,538.89万
C 新建仓+$3,317.60万
RL 新建仓+$2,671.62万
ALGM 新建仓+$2,551.52万
TRGP 加仓+$2,390.74万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$5,461.75万
WDC 减仓-$3,356.47万
WFC 清仓-$3,073.30万
ASND 清仓-$2,996.18万
EQT 清仓-$2,636.33万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP CL A | $3,907.30万 | 1.11% | 75,836 | 403 | 0.5% | $20.76万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $3,962.14万 | 1.12% | 156,008 | 2,860 | 1.9% | $72.64万 | 加仓 |
| CAT | CATERPILLAR INC | $4,264.82万 | 1.21% | 40,049 | 1,220 | 3.1% | $129.92万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $4,283.72万 | 1.21% | 125,615 | 8,527 | 7.3% | $290.79万 | 加仓 |
| GEV | GE VERNOVA INC | $4,325.72万 | 1.23% | 36,819 | -842 | -2.2% | -$98.92万 | 减仓 |
| LLY | ELI LILLY & CO | $4,892.95万 | 1.39% | 40,794 | -776 | -1.9% | -$93.08万 | 减仓 |
| PWR | QUANTA SERVICES INC | $4,900.30万 | 1.39% | 68,056 | -5,896 | -8.0% | -$424.54万 | 减仓 |
| WELL | WELLTOWER INC | $4,923.32万 | 1.40% | 216,915 | -5,158 | -2.3% | -$117.07万 | 减仓 |
| — | EXXON MOBILE CORP | $5,110.77万 | 1.45% | 373,813 | -5,759 | -1.5% | -$78.74万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $5,386.31万 | 1.53% | 200,339 | -5,932 | -2.9% | -$159.49万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $5,693.35万 | 1.61% | 173,933 | -4,219 | -2.4% | -$138.10万 | 减仓 |
| GOOG | ALPHABET INC CAP STOCK CL C | $5,743.41万 | 1.63% | 162,551 | 162 | 0.1% | $5.72万 | 加仓 |
| META | META PLATFORMS INC CL A | $5,777.05万 | 1.64% | 102,559 | -3,705 | -3.5% | -$208.70万 | 减仓 |
| LITE | LUMENTUM HOLDINGS INC | $6,330.77万 | 1.79% | 73,780 | -18,064 | -19.7% | -$1,550.00万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING | $6,453.92万 | 1.83% | 237,320 | -5,102 | -2.1% | -$138.75万 | 减仓 |
| LRCX | LAM RESEARCH CORP NEW | $6,728.23万 | 1.91% | 155,268 | -5,512 | -3.4% | -$238.85万 | 减仓 |
| VRT | VERTIV HOLDINGS CO CL A | $6,813.85万 | 1.93% | 203,508 | -37,639 | -15.6% | -$1,260.23万 | 减仓 |
| AVGO | BROADCOM INC | $7,589.11万 | 2.15% | 200,903 | -27,916 | -12.2% | -$1,054.53万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $9,896.58万 | 2.81% | 154,944 | -52,550 | -25.3% | -$3,356.47万 | 减仓 |
| AMZN | AMAZON.COM INC | $1.10亿 | 3.12% | 461,472 | 13,420 | 3.0% | $319.85万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1.11亿 | 3.13% | 95,775 | -47,317 | -33.1% | -$5,461.75万 | 减仓 |
| GOOGL | ALPHABET INC CAP STOCK CL A | $1.17亿 | 3.32% | 327,643 | 10,520 | 3.3% | $375.95万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.27亿 | 3.60% | 340,491 | -834 | -0.2% | -$31.11万 | 减仓 |
| AAPL | APPLE INC | $1.92亿 | 5.45% | 664,904 | 12,398 | 1.9% | $358.75万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2.23亿 | 6.33% | 1,115,174 | -2,245 | -0.2% | -$44.92万 | 减仓 |