FULTON BREAKEFIELD BROENNIMAN LLC
Bethesda MD · SEC CIK 0001119254
$15.33亿2026Q1 申报市值
200持仓数
45.4%前十大占比 · 第一大 9.9%
9 / 13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
BRK/B 加仓+$2,406.50万
GLDM 加仓+$1,991.14万
IJH 加仓+$1,591.93万
AVGO 加仓+$1,513.00万
IVV 加仓+$1,290.42万
2026Q1 卖出最多 按季末市值估算
TSM 减仓-$1,624.66万
UNP 减仓-$1,377.73万
AMZN 减仓-$1,172.42万
AAPL 减仓-$999.25万
GOOGL 减仓-$868.17万
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 |
|---|---|---|---|---|---|---|---|---|
| HWM | HOWMET AEROSPACE INC | $2,915.95万 | 1.90% | 126,527 | -1,619 | -1.3% | -$37.31万 | 减仓 |
| GLDM | WORLD GOLD TR | $3,160.20万 | 2.06% | 340,943 | 214,817 | 170.3% | $1,991.14万 | 加仓 |
| USIG | ISHARES TR | $3,349.63万 | 2.18% | 653,841 | 8,243 | 1.3% | $42.23万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,584.36万 | 2.34% | 267,061 | 179,302 | 204.3% | $2,406.50万 | 加仓 |
| AGG | ISHARES TR | $3,953.22万 | 2.58% | 398,229 | 9,422 | 2.4% | $93.53万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4,541.71万 | 2.96% | 260,419 | 13,823 | 5.6% | $241.07万 | 加仓 |
| AMZN | AMAZON COM INC | $4,768.20万 | 3.11% | 228,943 | -56,293 | -19.7% | -$1,172.42万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5,434.13万 | 3.54% | 160,797 | -48,074 | -23.0% | -$1,624.66万 | 减仓 |
| IJR | ISHARES TR | $5,464.74万 | 3.56% | 439,606 | 101,599 | 30.1% | $1,262.98万 | 加仓 |
| IJH | ISHARES TR | $6,037.16万 | 3.94% | 893,997 | 235,736 | 35.8% | $1,591.93万 | 加仓 |
| GOOGL | ALPHABET INC | $6,406.14万 | 4.18% | 222,776 | -30,191 | -11.9% | -$868.17万 | 减仓 |
| MSFT | MICROSOFT CORP | $6,597.47万 | 4.30% | 178,228 | 117 | 0.1% | $4.33万 | 加仓 |
| AAPL | APPLE INC | $7,611.14万 | 4.96% | 299,899 | -39,373 | -11.6% | -$999.25万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7,643.00万 | 4.99% | 1,192,727 | 102,790 | 9.4% | $658.68万 | 加仓 |
| IVV | ISHARES TR | $1.51亿 | 9.87% | 231,529 | 19,755 | 9.3% | $1,290.42万 | 加仓 |