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 |
|---|---|---|---|---|---|---|---|---|
| TXN | TEXAS INSTRUMENTS INC | $52.42万 | 0.02% | 2,700 | 0 | 0.0% | — | 不变 |
| XLF | FINANCIAL SELECT SECTOR SPDR F | $50.36万 | 0.02% | 10,201 | -213 | -2.0% | -$1.05万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $41.99万 | 0.01% | 1,965 | 867 | 79.0% | $18.53万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ET | $31.99万 | 0.01% | 750 | -48 | -6.0% | -$2.05万 | 减仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ET | $30.28万 | 0.01% | 3,230 | -903 | -21.8% | -$8.46万 | 减仓 |
| XLU | UTILITIES SELECT SECTOR SPDR F | $28.69万 | 0.01% | 6,252 | 0 | 0.0% | — | 不变 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR | $27.03万 | 0.01% | 2,034 | -1,631 | -44.5% | -$21.68万 | 减仓 |
| — | VANGUARD INDEX FUNDS GROWTH IN | $26.22万 | 0.01% | 1,167 | -348 | -23.0% | -$7.82万 | 减仓 |
| TRGP | TARGA RESOURCES CORP | $25.07万 | 0.01% | 1,000 | -1,050 | -51.2% | -$26.33万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ET | $22.68万 | 0.01% | 707 | -20 | -2.8% | -$6,416 | 减仓 |
| XLY | CONSUMER DISCRETIONARY SELECT | $21.68万 | 0.01% | 1,989 | 20 | 1.0% | $2,180 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $20.27万 | 0.01% | 6,606 | 6,606 | — | $20.27万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $0 | 0.00% | 0 | -182,262 | -100.0% | -$2,585.02万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -147,225 | -100.0% | -$2,255.34万 | 清仓 |
| CORT | CORCEPT THERAPEUTICS INC | $0 | 0.00% | 0 | -264,297 | -100.0% | -$919.75万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -4,828 | -100.0% | -$90.80万 | 清仓 |
| VO | VANGUARD MID-CAP ETF | $0 | 0.00% | 0 | -1,155 | -100.0% | -$33.52万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -460 | -100.0% | -$20.69万 | 清仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $0 | 0.00% | 0 | -817 | -100.0% | -$20.11万 | 清仓 |