13F 机构持仓

BRAUN STACEY ASSOCIATES INC

NEW YORK NY · SEC CIK 0000872080

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$35.27亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 6.3%
AAPL 5.5%
MSFT 3.6%
GOOGL 3.3%
MU 3.1%
AMZN 3.1%
WDC 2.8%
AVGO 2.2%
VRT 1.9%
LRCX 1.9%

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 00.0% — 不变
ATO ATMOS ENERGY CORP $87.12万0.02%5,057 00.0% — 不变
IWD ISHARES RUSSELL 1000 VALUE ETF $62.45万0.02%2,576 61131.1% $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 35611.9% $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 00.0% — 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 $00.00%0 -386,044-100.0% -$3,073.30万 清仓
ASND ASCENDIS PHARMA AS SP ADR $00.00%0 -130,992-100.0% -$2,996.18万 清仓
EQT EQT CORP $00.00%0 -414,257-100.0% -$2,636.33万 清仓
OLLI OLLIES BARGAIN OUTLET HOLDINGS $00.00%0 -229,108-100.0% -$2,108.71万 清仓
VICI VICI PROPERTIES INC $00.00%0 -577,037-100.0% -$1,576.47万 清仓
LDOS LEIDOS HOLDINGS INC $00.00%0 -99,461-100.0% -$1,546.82万 清仓
IQV IQVIA HOLDINGS INC $00.00%0 -69,628-100.0% -$1,187.44万 清仓
PODD INSULET CORP $00.00%0 -51,858-100.0% -$1,088.19万 清仓
— CHART INDUSTRIES INC $00.00%0 -34,450-100.0% -$712.25万 清仓
BSX BOSTON SCIENTIFIC CORP $00.00%0 -105,341-100.0% -$661.01万 清仓
ITRI ITRON INC $00.00%0 -28,750-100.0% -$257.69万 清仓
SCHD SCHWAB US DIVIDEND EQUITY ETF $00.00%0 -6,606-100.0% -$20.27万 清仓