Brookstone Capital Management
WHEATON IL · SEC CIK 0001599584
$87.50亿2026Q1 申报市值
1,204持仓数
16.8%前十大占比 · 第一大 2.4%
115 / 58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
SPHD 加仓+$9,895.73万
UJAN 加仓+$6,074.48万
UFEB 加仓+$6,054.11万
BJAN 加仓+$3,214.06万
BIL 加仓+$3,046.45万
2026Q1 卖出最多 按季末市值估算
QQQ 减仓-$1.33亿
INNOVATOR ETFS T 减仓-$6,077.25万
INNOVATOR ETFS T 减仓-$6,065.80万
SPY 减仓-$5,218.98万
PAUG 减仓-$3,051.28万
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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $2.10亿 | 2.40% | 1,069,631 | 32,438 | 3.1% | $636.43万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.86亿 | 2.13% | 426,934 | 17,540 | 4.3% | $766.13万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.86亿 | 2.13% | 286,066 | -80,250 | -21.9% | -$5,218.98万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.57亿 | 1.80% | 902,023 | -31,108 | -3.3% | -$542.52万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1.53亿 | 1.75% | 265,197 | -230,607 | -46.5% | -$1.33亿 | 减仓 |
| AAPL | APPLE INC | $1.41亿 | 1.61% | 555,226 | -9,240 | -1.6% | -$234.50万 | 减仓 |
| IVV | ISHARES TR | $1.26亿 | 1.44% | 192,538 | 15,851 | 9.0% | $1,035.40万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $1.05亿 | 1.20% | 2,113,628 | 1,994,704 | 1,677.3% | $9,895.73万 | 加仓 |
| AMZN | AMAZON COM INC | $1.04亿 | 1.19% | 498,809 | -13,496 | -2.6% | -$281.08万 | 减仓 |
| BAMG | NORTHERN LTS FD TR IV | $1.01亿 | 1.16% | 2,770,180 | -386,265 | -12.2% | -$1,410.56万 | 减仓 |
| IEFA | ISHARES TR | $9,372.18万 | 1.07% | 1,035,256 | 121,093 | 13.2% | $1,096.26万 | 加仓 |
| AGG | ISHARES TR | $9,340.10万 | 1.07% | 940,878 | -28,470 | -2.9% | -$282.62万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $8,813.85万 | 1.01% | 2,711,519 | -89,608 | -3.2% | -$291.27万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $8,739.56万 | 1.00% | 2,806,321 | -83,386 | -2.9% | -$259.68万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $8,449.37万 | 0.97% | 141,400 | 7,595 | 5.7% | $453.84万 | 加仓 |
| MSFT | MICROSOFT CORP | $8,427.23万 | 0.96% | 227,658 | 6,296 | 2.8% | $233.06万 | 加仓 |
| USMV | ISHARES TR | $8,287.38万 | 0.95% | 893,614 | 39,266 | 4.6% | $364.15万 | 加仓 |
| IEMG | ISHARES INC | $7,818.68万 | 0.89% | 1,120,958 | -46,315 | -4.0% | -$323.05万 | 减仓 |
| UDEC | INNOVATOR ETFS TRUST | $7,327.00万 | 0.84% | 1,886,457 | 11,206 | 0.6% | $43.52万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $7,308.37万 | 0.84% | 339,829 | 9,855 | 3.0% | $211.94万 | 加仓 |
| GOOGL | ALPHABET INC | $6,801.66万 | 0.78% | 236,530 | -12,191 | -4.9% | -$350.56万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $6,723.18万 | 0.77% | 1,049,185 | 25,145 | 2.5% | $161.13万 | 加仓 |
| — | NORTHERN LTS FD TR IV | $6,682.13万 | 0.76% | 2,647,970 | -68,366 | -2.5% | -$172.52万 | 减仓 |
| BIL | SPDR SERIES TRUST | $6,646.84万 | 0.76% | 725,320 | 332,437 | 84.6% | $3,046.45万 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $6,460.45万 | 0.74% | 1,519,749 | 1,428,954 | 1,573.8% | $6,074.48万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $6,428.79万 | 0.73% | 1,681,168 | 12,013 | 0.7% | $45.94万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $6,362.82万 | 0.73% | 1,707,236 | 11,635 | 0.7% | $43.36万 | 加仓 |
| IWM | ISHARES TR | $6,314.74万 | 0.72% | 254,627 | -12,115 | -4.5% | -$300.45万 | 减仓 |
| UFEB | INNOVATOR ETFS TRUST | $6,200.50万 | 0.71% | 1,708,127 | 1,667,800 | 4,135.7% | $6,054.11万 | 加仓 |
| GLD | SPDR GOLD TR | $6,118.38万 | 0.70% | 142,192 | -25,745 | -15.3% | -$1,107.78万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $5,858.31万 | 0.67% | 2,229,739 | -46,379 | -2.0% | -$121.85万 | 减仓 |
| TFLO | ISHARES TR | $5,393.11万 | 0.62% | 1,065,200 | 62,529 | 6.2% | $316.58万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $5,114.99万 | 0.58% | 902,434 | 42,508 | 4.9% | $240.94万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $5,063.63万 | 0.58% | 263,841 | -6,033 | -2.2% | -$115.79万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $5,044.24万 | 0.58% | 1,234,519 | -13,143 | -1.1% | -$53.70万 | 减仓 |
| META | META PLATFORMS INC | $4,599.21万 | 0.53% | 80,387 | 190 | 0.2% | $10.87万 | 加仓 |
| — | ETF SER SOLUTIONS | $4,562.96万 | 0.52% | 1,191,376 | 22,586 | 1.9% | $86.50万 | 加仓 |
| — | NORTHERN LTS FD TR IV | $4,459.54万 | 0.51% | 1,349,438 | 97,760 | 7.8% | $323.07万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $4,448.17万 | 0.51% | 581,156 | -24,419 | -4.0% | -$186.90万 | 减仓 |
| CAT | CATERPILLAR INC | $4,294.69万 | 0.49% | 60,620 | -411 | -0.7% | -$29.12万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $4,245.20万 | 0.49% | 1,552,935 | 159,636 | 11.5% | $436.39万 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $4,213.35万 | 0.48% | 998,424 | 12,013 | 1.2% | $50.69万 | 加仓 |
| — | NORTHERN LTS FD TR IV | $4,191.10万 | 0.48% | 1,318,635 | 112,378 | 9.3% | $357.18万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $4,097.20万 | 0.47% | 560,186 | 22,662 | 4.2% | $165.75万 | 加仓 |
| TSLA | TESLA INC | $4,071.69万 | 0.47% | 109,528 | -8,237 | -7.0% | -$306.21万 | 减仓 |
| — | EXXON MOBIL CORP | $4,055.27万 | 0.46% | 239,023 | -3,328 | -1.4% | -$56.46万 | 减仓 |
| WMT | WALMART INC | $4,038.42万 | 0.46% | 324,945 | 28,319 | 9.5% | $351.95万 | 加仓 |
| IBTH | ISHARES TR | $3,858.03万 | 0.44% | 1,720,033 | 18,307 | 1.1% | $41.06万 | 加仓 |
| IBTJ | ISHARES TR | $3,818.45万 | 0.44% | 1,748,132 | 19,679 | 1.1% | $42.98万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,814.84万 | 0.44% | 836,222 | 29,514 | 3.7% | $134.64万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $3,764.67万 | 0.43% | 873,271 | -19,883 | -2.2% | -$85.72万 | 减仓 |
| LLY | ELI LILLY & CO | $3,698.28万 | 0.42% | 40,209 | -1,595 | -3.8% | -$146.70万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $3,617.46万 | 0.41% | 902,110 | 746,522 | 479.8% | $2,993.55万 | 加仓 |
| IVW | ISHARES TR | $3,533.16万 | 0.40% | 312,365 | 75,198 | 31.7% | $850.57万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $3,529.44万 | 0.40% | 830,456 | -10,465 | -1.2% | -$44.48万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $3,500.74万 | 0.40% | 758,887 | 637,054 | 522.9% | $2,938.73万 | 加仓 |
| XYLD | GLOBAL X FDS | $3,428.33万 | 0.39% | 876,139 | 48,936 | 5.9% | $191.49万 | 加仓 |
| ESGU | ISHARES TR | $3,415.00万 | 0.39% | 241,479 | 17,761 | 7.9% | $251.18万 | 加仓 |
| BDEC | INNOVATOR ETFS TRUST | $3,376.23万 | 0.39% | 703,370 | 48,626 | 7.4% | $233.41万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $3,373.21万 | 0.39% | 632,517 | 602,673 | 2,019.4% | $3,214.06万 | 加仓 |
| MINT | PIMCO ETF TR | $3,344.85万 | 0.38% | 332,589 | 167,327 | 101.2% | $1,682.81万 | 加仓 |
| BFEB | INNOVATOR ETFS TRUST | $3,290.69万 | 0.38% | 689,839 | 625,375 | 970.1% | $2,983.18万 | 加仓 |
| SGOV | ISHARES TR | $3,242.50万 | 0.37% | 322,124 | -10,393 | -3.1% | -$104.62万 | 减仓 |
| VB | VANGUARD INDEX FDS | $3,198.43万 | 0.37% | 122,115 | 5,444 | 4.7% | $142.59万 | 加仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $3,192.50万 | 0.36% | 302,464 | 650 | 0.2% | $6.86万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $3,183.11万 | 0.36% | 1,903,876 | 34,230 | 1.8% | $57.23万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $3,118.40万 | 0.36% | 619,099 | 59,374 | 10.6% | $299.07万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $3,096.73万 | 0.35% | 528,993 | 5,937 | 1.1% | $34.76万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $3,063.91万 | 0.35% | 915,556 | -972 | -0.1% | -$3.25万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $3,056.36万 | 0.35% | 103,901 | -3,708 | -3.4% | -$109.07万 | 减仓 |
| BNOV | INNOVATOR ETFS TRUST | $3,051.41万 | 0.35% | 709,252 | 58,047 | 8.9% | $249.74万 | 加仓 |
| IBTI | ISHARES TR | $3,019.16万 | 0.35% | 1,354,916 | -14,637 | -1.1% | -$32.62万 | 减仓 |
| DRSK | ETF SER SOLUTIONS | $3,002.05万 | 0.34% | 1,098,447 | 20,558 | 1.9% | $56.18万 | 加仓 |
| MBB | ISHARES TR | $2,998.66万 | 0.34% | 315,815 | 7,387 | 2.4% | $70.14万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $2,991.48万 | 0.34% | 1,531,734 | 21,859 | 1.4% | $42.69万 | 加仓 |
| BOCT | INNOVATOR ETFS TRUST | $2,982.69万 | 0.34% | 621,564 | 45,873 | 8.0% | $220.13万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $2,979.30万 | 0.34% | 882,232 | -115,625 | -11.6% | -$390.47万 | 减仓 |
| AMAT | APPLIED MATLS INC | $2,975.31万 | 0.34% | 87,051 | 631 | 0.7% | $21.57万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $2,968.63万 | 0.34% | 1,512,678 | 24,934 | 1.7% | $48.93万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,964.60万 | 0.34% | 92,410 | 37,723 | 69.0% | $1,210.19万 | 加仓 |
| IVE | ISHARES TR | $2,955.33万 | 0.34% | 139,963 | -3,309 | -2.3% | -$69.87万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $2,908.99万 | 0.33% | 1,424,368 | 24,640 | 1.8% | $50.32万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,838.59万 | 0.32% | 119,459 | 21,660 | 22.1% | $514.69万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $2,802.21万 | 0.32% | 561,677 | 54,933 | 10.8% | $274.06万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2,781.83万 | 0.32% | 71,254 | 978 | 1.4% | $38.18万 | 加仓 |
| MCD | MCDONALDS CORP | $2,739.43万 | 0.31% | 88,144 | -2,456 | -2.7% | -$76.33万 | 减仓 |
| CVX | CHEVRON CORPORATION | $2,697.35万 | 0.31% | 130,370 | -3,416 | -2.6% | -$70.68万 | 减仓 |
| AMGN | AMGEN INC | $2,685.94万 | 0.31% | 76,338 | 1,929 | 2.6% | $67.87万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,681.54万 | 0.31% | 496,122 | 5,798 | 1.2% | $31.34万 | 加仓 |
| MOAT | VANECK ETF TRUST | $2,611.66万 | 0.30% | 270,078 | -8,967 | -3.2% | -$86.71万 | 减仓 |
| IWY | ISHARES TR | $2,609.91万 | 0.30% | 104,883 | 3,976 | 3.9% | $98.94万 | 加仓 |
| IUSB | ISHARES TR | $2,605.88万 | 0.30% | 564,166 | 35,610 | 6.7% | $164.48万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $2,512.51万 | 0.29% | 417,916 | 2,529 | 0.6% | $15.20万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2,469.96万 | 0.28% | 154,065 | 68,519 | 80.1% | $1,098.49万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $2,381.52万 | 0.27% | 508,545 | -2,769 | -0.5% | -$12.97万 | 减仓 |
| QYLD | GLOBAL X FDS | $2,378.50万 | 0.27% | 1,386,882 | 49,189 | 3.7% | $84.36万 | 加仓 |
| IXUS | ISHARES TR | $2,375.55万 | 0.27% | 274,186 | -2,686 | -1.0% | -$23.27万 | 减仓 |
| ORCL | ORACLE CORP | $2,352.90万 | 0.27% | 159,941 | 53,136 | 49.8% | $781.68万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,346.73万 | 0.27% | 764,905 | 153,767 | 25.2% | $471.76万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $2,346.02万 | 0.27% | 1,257,219 | 21,608 | 1.7% | $40.32万 | 加仓 |