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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $2.23亿 | 6.33% | 1,115,174 | -2,245 | -0.2% | -$44.92万 | 减仓 |
| AAPL | APPLE INC | $1.92亿 | 5.45% | 664,904 | 12,398 | 1.9% | $358.75万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.27亿 | 3.60% | 340,491 | -834 | -0.2% | -$31.11万 | 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 |
| MU | MICRON TECHNOLOGY INC | $1.11亿 | 3.13% | 95,775 | -47,317 | -33.1% | -$5,461.75万 | 减仓 |
| AMZN | AMAZON.COM INC | $1.10亿 | 3.12% | 461,472 | 13,420 | 3.0% | $319.85万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $9,896.58万 | 2.81% | 154,944 | -52,550 | -25.3% | -$3,356.47万 | 减仓 |
| AVGO | BROADCOM INC | $7,589.11万 | 2.15% | 200,903 | -27,916 | -12.2% | -$1,054.53万 | 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 |
| LRCX | LAM RESEARCH CORP NEW | $6,728.23万 | 1.91% | 155,268 | -5,512 | -3.4% | -$238.85万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING | $6,453.92万 | 1.83% | 237,320 | -5,102 | -2.1% | -$138.75万 | 减仓 |
| LITE | LUMENTUM HOLDINGS INC | $6,330.77万 | 1.79% | 73,780 | -18,064 | -19.7% | -$1,550.00万 | 减仓 |
| META | META PLATFORMS INC CL A | $5,777.05万 | 1.64% | 102,559 | -3,705 | -3.5% | -$208.70万 | 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 |
| JPM | JPMORGAN CHASE & CO | $5,693.35万 | 1.61% | 173,933 | -4,219 | -2.4% | -$138.10万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $5,386.31万 | 1.53% | 200,339 | -5,932 | -2.9% | -$159.49万 | 减仓 |
| — | EXXON MOBILE CORP | $5,110.77万 | 1.45% | 373,813 | -5,759 | -1.5% | -$78.74万 | 减仓 |
| WELL | WELLTOWER INC | $4,923.32万 | 1.40% | 216,915 | -5,158 | -2.3% | -$117.07万 | 减仓 |
| PWR | QUANTA SERVICES INC | $4,900.30万 | 1.39% | 68,056 | -5,896 | -8.0% | -$424.54万 | 减仓 |
| LLY | ELI LILLY & CO | $4,892.95万 | 1.39% | 40,794 | -776 | -1.9% | -$93.08万 | 减仓 |
| GEV | GE VERNOVA INC | $4,325.72万 | 1.23% | 36,819 | -842 | -2.2% | -$98.92万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $4,283.72万 | 1.21% | 125,615 | 8,527 | 7.3% | $290.79万 | 加仓 |
| CAT | CATERPILLAR INC | $4,264.82万 | 1.21% | 40,049 | 1,220 | 3.1% | $129.92万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $3,962.14万 | 1.12% | 156,008 | 2,860 | 1.9% | $72.64万 | 加仓 |
| APP | APPLOVIN CORP CL A | $3,907.30万 | 1.11% | 75,836 | 403 | 0.5% | $20.76万 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $3,903.37万 | 1.11% | 332,315 | -4,390 | -1.3% | -$51.56万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $3,838.76万 | 1.09% | 37,956 | 2,727 | 7.7% | $275.80万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $3,806.18万 | 1.08% | 115,297 | -1,105 | -0.9% | -$36.48万 | 减仓 |
| RTX | RTX CORPORATION | $3,786.61万 | 1.07% | 199,579 | 8,572 | 4.5% | $162.64万 | 加仓 |
| EVR | EVERCORE INC CLASS A | $3,683.39万 | 1.04% | 107,878 | -90 | -0.1% | -$3.07万 | 减仓 |
| TJX | TJX COS INC | $3,592.49万 | 1.02% | 237,128 | -4,099 | -1.7% | -$62.10万 | 减仓 |
| ASND | ASCENDIS PHARMA AS ORD | $3,538.89万 | 1.00% | 132,682 | 132,682 | — | $3,538.89万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC CL B NE | $3,515.94万 | 1.00% | 70,264 | -1,358 | -1.9% | -$67.95万 | 减仓 |
| ETR | ENTERGY CORP | $3,510.91万 | 1.00% | 305,669 | -8,176 | -2.6% | -$93.91万 | 减仓 |
| MRK | MERCK & CO INC | $3,507.30万 | 0.99% | 272,942 | 26,920 | 10.9% | $345.92万 | 加仓 |
| SN | SHARKNINJA INC | $3,428.16万 | 0.97% | 225,137 | -4,423 | -1.9% | -$67.35万 | 减仓 |
| APH | AMPHENOL CORP CL A | $3,324.37万 | 0.94% | 188,542 | -1,430 | -0.8% | -$25.21万 | 减仓 |
| C | CITIGROUP INC NEW | $3,317.60万 | 0.94% | 237,039 | 237,039 | — | $3,317.60万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $3,272.42万 | 0.93% | 154,396 | -2,436 | -1.6% | -$51.63万 | 减仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC C | $3,187.85万 | 0.90% | 780,570 | -25,885 | -3.2% | -$105.71万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $3,121.56万 | 0.89% | 60,778 | -381 | -0.6% | -$19.57万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $3,053.45万 | 0.87% | 535,881 | 23,425 | 4.6% | $133.48万 | 加仓 |
| KO | COCA-COLA CO | $3,023.06万 | 0.86% | 371,977 | 22,588 | 6.5% | $183.57万 | 加仓 |
| MMM | 3M CO | $3,019.48万 | 0.86% | 186,491 | 4,895 | 2.7% | $79.25万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP LBTY ONE S | $2,986.02万 | 0.85% | 313,855 | 37,375 | 13.5% | $355.59万 | 加仓 |
| R | RYDER SYSTEMS INC | $2,961.87万 | 0.84% | 112,290 | 52,748 | 88.6% | $1,391.33万 | 加仓 |
| NDAQ | NASDAQ INC | $2,859.92万 | 0.81% | 362,842 | 1,815 | 0.5% | $14.31万 | 加仓 |
| NUE | NUCOR CORP | $2,832.40万 | 0.80% | 127,156 | -12,792 | -9.1% | -$284.94万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC CL A | $2,788.32万 | 0.79% | 138,509 | 9,924 | 7.7% | $199.78万 | 加仓 |
| RL | RALPH LAUREN CORP CL A | $2,671.62万 | 0.76% | 66,556 | 66,556 | — | $2,671.62万 | 新建仓 |
| MCK | MCKESSON CORP | $2,656.77万 | 0.75% | 35,161 | -637 | -1.8% | -$48.13万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $2,630.71万 | 0.75% | 136,144 | 2,255 | 1.7% | $43.57万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $2,612.67万 | 0.74% | 223,745 | -3,541 | -1.6% | -$41.35万 | 减仓 |
| CME | CME GROUP INC | $2,587.31万 | 0.73% | 117,163 | 5,398 | 4.8% | $119.20万 | 加仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $2,551.52万 | 0.72% | 366,493 | 366,493 | — | $2,551.52万 | 新建仓 |
| QXO | QXO INC NEW | $2,533.82万 | 0.72% | 1,466,333 | 130,003 | 9.7% | $224.65万 | 加仓 |
| AZO | AUTOZONE INC | $2,452.24万 | 0.70% | 7,673 | -374 | -4.6% | -$119.53万 | 减仓 |
| TRGP | TARGA RESOURCES CORP | $2,417.55万 | 0.69% | 90,160 | 89,160 | 8,916.0% | $2,390.74万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $2,401.34万 | 0.68% | 70,993 | -1,141 | -1.6% | -$38.59万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $2,374.16万 | 0.67% | 234,879 | -1,163 | -0.5% | -$11.76万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $2,372.90万 | 0.67% | 35,581 | 8,148 | 29.7% | $543.39万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $2,297.72万 | 0.65% | 33,455 | 314 | 0.9% | $21.57万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $2,282.99万 | 0.65% | 155,687 | 14,950 | 10.6% | $219.23万 | 加仓 |
| HD | HOME DEPOT INC | $2,264.70万 | 0.64% | 64,214 | 2,637 | 4.3% | $93.00万 | 加仓 |
| ACGL | ARCH CAPITAL GROUP LTD | $2,237.49万 | 0.63% | 230,526 | 3,920 | 1.7% | $38.05万 | 加仓 |
| ABBV | ABBVIE INC | $2,202.55万 | 0.62% | 87,528 | 3,269 | 3.9% | $82.26万 | 加仓 |
| COP | CONOCOPHILLIPS | $2,143.59万 | 0.61% | 206,194 | 15,926 | 8.4% | $165.57万 | 加仓 |
| AEE | AMEREN CORP | $2,140.95万 | 0.61% | 189,398 | 169 | 0.1% | $1.91万 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $2,136.99万 | 0.61% | 22,844 | 201 | 0.9% | $18.80万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $1,975.87万 | 0.56% | 361,748 | 361,748 | — | $1,975.87万 | 新建仓 |
| NFLX | NETFLIX INC | $1,876.83万 | 0.53% | 262,861 | 22,760 | 9.5% | $162.51万 | 加仓 |
| OUT | OUTFRONT MEDIA INC NEW | $1,870.16万 | 0.53% | 570,867 | 570,867 | — | $1,870.16万 | 新建仓 |
| POST | POST HOLDINGS INC | $1,841.85万 | 0.52% | 208,685 | 8,287 | 4.1% | $73.14万 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $1,774.38万 | 0.50% | 250,407 | -15,035 | -5.7% | -$106.54万 | 减仓 |
| CELH | CELSIUS HOLDINGS INC NEW | $1,747.21万 | 0.50% | 596,726 | -46,739 | -7.3% | -$136.85万 | 减仓 |
| LIN | LINDE PLC | $1,715.46万 | 0.49% | 33,057 | 50 | 0.2% | $2.59万 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $1,623.13万 | 0.46% | 295,922 | 295,922 | — | $1,623.13万 | 新建仓 |
| GRDN | GUARDIAN PHARMACY SERVICES INC | $1,423.36万 | 0.40% | 339,947 | 339,947 | — | $1,423.36万 | 新建仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $1,408.60万 | 0.40% | 126,004 | 23,575 | 23.0% | $263.54万 | 加仓 |
| — | CRINETICS PHARMACEUTICALS INC | $1,302.75万 | 0.37% | 348,143 | 23,335 | 7.2% | $87.32万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,295.77万 | 0.37% | 102,562 | 102,562 | — | $1,295.77万 | 新建仓 |
| SW | SMURFIT WESTROCK PLC | $1,286.17万 | 0.36% | 278,030 | 278,030 | — | $1,286.17万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $1,262.68万 | 0.36% | 74,328 | -2,706 | -3.5% | -$45.97万 | 减仓 |
| GL | GLOBE LIFE INC | $1,008.86万 | 0.29% | 56,462 | 56,462 | — | $1,008.86万 | 新建仓 |
| TMUS | T-MOBILE US INC | $850.61万 | 0.24% | 50,713 | -75,178 | -59.7% | -$1,260.96万 | 减仓 |
| TECK | TECK RESOURCES LTD CL B | $815.27万 | 0.23% | 137,112 | -218,205 | -61.4% | -$1,297.45万 | 减仓 |
| GKOS | GLAUKOS CORP | $768.82万 | 0.22% | 55,010 | 55,010 | — | $768.82万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $600.73万 | 0.17% | 65,525 | -170,340 | -72.2% | -$1,561.68万 | 减仓 |
| BLK | BLACKROCK INC | $401.16万 | 0.11% | 4,172 | -10,753 | -72.0% | -$1,033.97万 | 减仓 |
| SPY | SPDR S&P 500 ETF TRUST | $366.22万 | 0.10% | 4,904 | -853 | -14.8% | -$63.70万 | 减仓 |
| VRSN | VERISIGN INC | $332.44万 | 0.09% | 13,215 | -20,040 | -60.3% | -$504.13万 | 减仓 |
| MCD | MCDONALDS CORP | $310.99万 | 0.09% | 11,505 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $307.65万 | 0.09% | 8,935 | 0 | 0.0% | — | 不变 |
| VFIAX | VANGUARD INDEX FUNDS 500 INDEX | $282.32万 | 0.08% | 4,080 | 662 | 19.4% | $45.81万 | 加仓 |
| AMGN | AMGEN INC | $162.95万 | 0.05% | 4,500 | 0 | 0.0% | — | 不变 |
| IBM | INTL BUSINESS MACHINES | $158.32万 | 0.04% | 5,630 | 0 | 0.0% | — | 不变 |
| V | VISA INC CL A | $154.39万 | 0.04% | 4,500 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS INC | $125.93万 | 0.04% | 4,225 | 1,525 | 56.5% | $45.46万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $123.79万 | 0.04% | 13,575 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | $117.88万 | 0.03% | 1,676 | -195 | -10.4% | -$13.72万 | 减仓 |