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 |
|---|---|---|---|---|---|---|---|---|
| QSR | RESTAURANT BRANDS INTL INC | $117.83万 | 0.03% | 16,250 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $87.12万 | 0.02% | 5,057 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $62.45万 | 0.02% | 2,576 | 611 | 31.1% | $14.81万 | 加仓 |
| XLF | FINANCIAL SELECT SECTOR SPDR F | $53.63万 | 0.02% | 10,003 | -198 | -1.9% | -$1.06万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ET | $41.67万 | 0.01% | 3,356 | 356 | 11.9% | $4.42万 | 加仓 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR | $32.71万 | 0.01% | 1,717 | -317 | -15.6% | -$6.04万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT E | $31.60万 | 0.01% | 1,485 | -1,826 | -55.1% | -$38.85万 | 减仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ET | $30.30万 | 0.01% | 2,850 | -380 | -11.8% | -$4.04万 | 减仓 |
| KLAC | KLA CORP NEW | $27.46万 | 0.01% | 910 | 910 | — | $27.46万 | 新建仓 |
| XLU | UTILITIES SELECT SECTOR SPDR F | $27.39万 | 0.01% | 6,042 | -210 | -3.4% | -$9,521 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ET | $26.16万 | 0.01% | 707 | 0 | 0.0% | — | 不变 |
| XLY | CONSUMER DISCRETIONARY SELECT | $22.75万 | 0.01% | 1,940 | -49 | -2.5% | -$5,747 | 减仓 |
| — | VANGUARD INDEX FUNDS GROWTH IN | $21.90万 | 0.01% | 822 | -345 | -29.6% | -$9.19万 | 减仓 |
| WFC | WELLS FARGO CO | $0 | 0.00% | 0 | -386,044 | -100.0% | -$3,073.30万 | 清仓 |
| ASND | ASCENDIS PHARMA AS SP ADR | $0 | 0.00% | 0 | -130,992 | -100.0% | -$2,996.18万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -414,257 | -100.0% | -$2,636.33万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HOLDINGS | $0 | 0.00% | 0 | -229,108 | -100.0% | -$2,108.71万 | 清仓 |
| VICI | VICI PROPERTIES INC | $0 | 0.00% | 0 | -577,037 | -100.0% | -$1,576.47万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -99,461 | -100.0% | -$1,546.82万 | 清仓 |
| IQV | IQVIA HOLDINGS INC | $0 | 0.00% | 0 | -69,628 | -100.0% | -$1,187.44万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -51,858 | -100.0% | -$1,088.19万 | 清仓 |
| — | CHART INDUSTRIES INC | $0 | 0.00% | 0 | -34,450 | -100.0% | -$712.25万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -105,341 | -100.0% | -$661.01万 | 清仓 |
| ITRI | ITRON INC | $0 | 0.00% | 0 | -28,750 | -100.0% | -$257.69万 | 清仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $0 | 0.00% | 0 | -6,606 | -100.0% | -$20.27万 | 清仓 |