Broussard Financial Group LLC
KAPLAN LA · SEC CIK 0001548136
$1.25亿2026Q2 申报市值
35持仓数
79.8%前十大占比 · 第一大 14.3%
4 / 1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
VSS 加仓+$363.20万
BIL 加仓+$123.98万
SCHR 新建仓+$101.16万
TFLO 重新持有+$72.81万
AGG 新建仓+$48.29万
2026Q2 卖出最多 按季末市值估算
HDV 减仓-$258.49万
XLU 减仓-$179.75万
IAU 减仓-$105.58万
USFR 减仓-$91.92万
INNOVATOR ETFS T 减仓-$67.69万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SNDK | SANDISK CORP | $0 | 0.00% | 0 | -540 | -100.0% | -$34.31万 | 清仓 |
| SCHC | SCHWAB STRATEGIC TR | $21.69万 | 0.17% | 4,507 | 4,507 | — | $21.69万 | 新建仓 |
| IVW | ISHARES TR | $22.49万 | 0.18% | 1,635 | -420 | -20.4% | -$5.78万 | 重新持有 |
| SPYM | SPDR SERIES TRUST | $23.27万 | 0.19% | 2,648 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $25.11万 | 0.20% | 9,792 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $28.12万 | 0.23% | 760 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $28.14万 | 0.23% | 2,615 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $28.17万 | 0.23% | 1,117 | 0 | 0.0% | — | 不变 |
| HBCP | HOMEBANCORP INC | $35.29万 | 0.28% | 5,150 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $35.61万 | 0.29% | 3,032 | 3,032 | — | $35.61万 | 新建仓 |
| IWV | ISHARES TR | $37.22万 | 0.30% | 873 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $38.08万 | 0.31% | 7,460 | 4,708 | 171.1% | $24.03万 | 重新持有 |
| ESGU | ISHARES TR | $42.62万 | 0.34% | 2,604 | -64 | -2.4% | -$1.05万 | 减仓 |
| AGG | ISHARES TR | $48.29万 | 0.39% | 4,879 | 4,879 | — | $48.29万 | 新建仓 |
| GDX | VANECK ETF TRUST | $51.82万 | 0.42% | 6,868 | 8 | 0.1% | $604 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $54.63万 | 0.44% | 10,801 | -59 | -0.5% | -$2,984 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $69.18万 | 0.55% | 9,236 | 650 | 7.6% | $4.87万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $101.16万 | 0.81% | 41,020 | 41,020 | — | $101.16万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $128.97万 | 1.03% | 22,160 | 6,721 | 43.5% | $39.12万 | 加仓 |
| TFLO | ISHARES TR | $184.89万 | 1.48% | 36,517 | 14,380 | 65.0% | $72.81万 | 重新持有 |
| IVV | ISHARES TR | $206.69万 | 1.66% | 2,760 | -48 | -1.7% | -$3.59万 | 减仓 |
| BIL | SPDR SERIES TRUST | $212.54万 | 1.70% | 23,193 | 13,529 | 140.0% | $123.98万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $216.29万 | 1.73% | 64,970 | -5,508 | -7.8% | -$18.34万 | 减仓 |
| SLV | ISHARES SILVER TR | $251.62万 | 2.02% | 47,059 | -4,023 | -7.9% | -$21.51万 | 减仓 |
| HDV | ISHARES TR | $259.93万 | 2.08% | 94,829 | -94,306 | -49.9% | -$258.49万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $372.66万 | 2.98% | 82,193 | -39,646 | -32.5% | -$179.75万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $412.15万 | 3.30% | 26,713 | 23,540 | 741.9% | $363.20万 | 加仓 |
| FXY | INVESCO CURRENCYSHARES | $519.67万 | 4.16% | 92,075 | -7,933 | -7.9% | -$44.77万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $595.77万 | 4.77% | 98,004 | -4,230 | -4.1% | -$25.71万 | 减仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $713.71万 | 5.72% | 349,430 | -22,820 | -6.1% | -$46.61万 | 减仓 |
| AGGY | WISDOMTREE TR | $781.63万 | 6.26% | 179,767 | -3,866 | -2.1% | -$16.81万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $968.47万 | 7.76% | 283,551 | -19,819 | -6.5% | -$67.69万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,080.70万 | 8.66% | 143,120 | -13,982 | -8.9% | -$105.58万 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $1,411.92万 | 11.31% | 381,703 | -11,372 | -2.9% | -$42.07万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $1,690.95万 | 13.54% | 401,796 | -9,547 | -2.3% | -$40.18万 | 减仓 |
| USFR | WISDOMTREE TR | $1,785.89万 | 14.30% | 354,696 | -18,257 | -4.9% | -$91.92万 | 减仓 |