Broussard Financial Group LLC
KAPLAN LA · SEC CIK 0001548136
$1.25亿2026Q1 申报市值
29持仓数
84.2%前十大占比 · 第一大 15.0%
2 / 4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
USFR 加仓+$149.93万
IBIT 加仓+$113.68万
FXY 加仓+$106.58万
INNOVATOR ETFS T 加仓+$71.29万
TUA 加仓+$55.09万
2026Q1 卖出最多 按季末市值估算
SLV 减仓-$153.49万
CVX 清仓-$122.69万
IAU 减仓-$91.38万
BIL 减仓-$62.50万
DYNF 清仓-$38.56万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | $1,877.45万 | 15.02% | 372,953 | 29,783 | 8.7% | $149.93万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1,618.40万 | 12.95% | 411,343 | 18,120 | 4.6% | $71.29万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,385.01万 | 11.08% | 157,102 | -10,365 | -6.2% | -$91.38万 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $1,377.73万 | 11.02% | 393,075 | 12,148 | 3.2% | $42.58万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $969.26万 | 7.75% | 303,370 | 12,187 | 4.2% | $38.94万 | 加仓 |
| AGGY | WISDOMTREE TR | $797.89万 | 6.38% | 183,633 | 12,512 | 7.3% | $54.36万 | 加仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $785.45万 | 6.28% | 372,250 | 26,108 | 7.5% | $55.09万 | 加仓 |
| FXY | INVESCO CURRENCYSHARES | $578.85万 | 4.63% | 100,008 | 18,414 | 22.6% | $106.58万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $578.44万 | 4.63% | 102,234 | 6,149 | 6.4% | $34.79万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $559.12万 | 4.47% | 121,839 | 2,413 | 2.0% | $11.07万 | 加仓 |
| HDV | ISHARES TR | $513.39万 | 4.11% | 37,827 | 82 | 0.2% | $1.11万 | 加仓 |
| SLV | ISHARES SILVER TR | $348.07万 | 2.78% | 51,082 | -22,525 | -30.6% | -$153.49万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $270.78万 | 2.17% | 70,478 | 29,588 | 72.4% | $113.68万 | 加仓 |
| IVV | ISHARES TR | $183.42万 | 1.47% | 2,808 | -167 | -5.6% | -$10.91万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $90.38万 | 0.72% | 15,439 | 1,315 | 9.3% | $7.70万 | 加仓 |
| BIL | SPDR SERIES TRUST | $88.56万 | 0.71% | 9,664 | -6,820 | -41.4% | -$62.50万 | 减仓 |
| GDX | VANECK ETF TRUST | $62.95万 | 0.50% | 6,860 | -119 | -1.7% | -$1.09万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $62.80万 | 0.50% | 8,586 | 605 | 7.6% | $4.42万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $54.18万 | 0.43% | 10,860 | 76 | 0.7% | $3,792 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $46.26万 | 0.37% | 3,173 | 3,173 | — | $46.26万 | 新建仓 |
| ESGU | ISHARES TR | $37.73万 | 0.30% | 2,668 | -408 | -13.3% | -$5.77万 | 减仓 |
| SNDK | SANDISK CORP | $34.31万 | 0.27% | 540 | 540 | — | $34.31万 | 新建仓 |
| IWV | ISHARES TR | $32.36万 | 0.26% | 873 | -114 | -11.6% | -$4.23万 | 减仓 |
| HBCP | HOMEBANCORP INC | $31.20万 | 0.25% | 5,150 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $27.76万 | 0.22% | 2,615 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $24.38万 | 0.20% | 760 | -191 | -20.1% | -$6.13万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $22.29万 | 0.18% | 9,792 | -9,791 | -50.0% | -$22.28万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $20.27万 | 0.16% | 2,648 | -90 | -3.3% | -$6,889 | 减仓 |
| IYW | ISHARES TR | $20.26万 | 0.16% | 1,117 | -84 | -7.0% | -$1.52万 | 减仓 |
| CVX | CHEVRON CORP NEW | $0 | 0.00% | 0 | -8,050 | -100.0% | -$122.69万 | 清仓 |
| TFLO | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DYNF | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -6,341 | -100.0% | -$38.56万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -3,804 | -100.0% | -$27.16万 | 清仓 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -504 | -100.0% | -$24.37万 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | — | — | — | 申报中断 |