FULTON BREAKEFIELD BROENNIMAN LLC
Bethesda MD · SEC CIK 0001119254
$16.97亿2026Q2 申报市值
208持仓数
48.8%前十大占比 · 第一大 10.2%
17 / 11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
NVDA 加仓+$1,179.49万
VEA 加仓+$1,161.40万
JCPI 新建仓+$1,140.23万
GLDM 加仓+$874.88万
XPO 新建仓+$735.04万
2026Q2 卖出最多 按季末市值估算
BRK/B 减仓-$1.09亿
SPGI 清仓-$926.65万
TIP 清仓-$836.66万
PGR 减仓-$792.36万
DHR 减仓-$678.11万
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,490.08万 | 1.47% | 49,763 | -217,298 | -81.4% | -$1.09亿 | 减仓 |
| V | VISA INC | $2,591.52万 | 1.53% | 75,535 | -8,327 | -9.9% | -$285.69万 | 减仓 |
| AVGO | BROADCOM INC | $2,768.04万 | 1.63% | 73,277 | 16,336 | 28.7% | $617.09万 | 加仓 |
| ASML | ASML HLDG NV | $3,092.90万 | 1.82% | 15,547 | 963 | 6.6% | $191.58万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $3,340.74万 | 1.97% | 124,256 | -2,271 | -1.8% | -$61.06万 | 减仓 |
| USIG | ISHARES TR | $3,349.12万 | 1.97% | 652,977 | -864 | -0.1% | -$4.43万 | 减仓 |
| AGG | ISHARES TR | $3,366.70万 | 1.98% | 340,140 | -58,089 | -14.6% | -$574.96万 | 减仓 |
| GLDM | WORLD GOLD TR | $3,582.65万 | 2.11% | 451,102 | 110,159 | 32.3% | $874.88万 | 加仓 |
| LLY | ELI LILLY & CO | $3,601.26万 | 2.12% | 30,025 | -537 | -1.8% | -$64.41万 | 减仓 |
| AMZN | AMAZON COM INC | $5,336.57万 | 3.15% | 223,906 | -5,037 | -2.2% | -$120.05万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $6,390.21万 | 3.77% | 319,367 | 58,948 | 22.6% | $1,179.49万 | 加仓 |
| MSFT | MICROSOFT CORP | $6,550.99万 | 3.86% | 175,620 | -2,608 | -1.5% | -$97.28万 | 减仓 |
| IJH | ISHARES TR | $6,851.33万 | 4.04% | 888,514 | -5,483 | -0.6% | -$42.28万 | 减仓 |
| IJR | ISHARES TR | $7,058.35万 | 4.16% | 475,919 | 36,313 | 8.3% | $538.56万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7,523.05万 | 4.43% | 157,528 | -3,269 | -2.0% | -$156.12万 | 减仓 |
| GOOGL | ALPHABET INC | $7,765.45万 | 4.58% | 217,294 | -5,482 | -2.5% | -$195.91万 | 减仓 |
| AAPL | APPLE INC | $8,382.63万 | 4.94% | 289,696 | -10,203 | -3.4% | -$295.23万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $9,659.58万 | 5.69% | 1,355,730 | 163,003 | 13.7% | $1,161.40万 | 加仓 |
| IVV | ISHARES TR | $1.73亿 | 10.17% | 230,377 | -1,152 | -0.5% | -$86.27万 | 减仓 |