BROOKS, MOORE & ASSOCIATES, INC.
CHATTANOOGA TN · SEC CIK 0001767040
$1.99亿2026Q1 申报市值
110持仓数
34.5%前十大占比 · 第一大 4.0%
9 / 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
FNDF 加仓+$461.87万
JPST 加仓+$237.49万
VZ 加仓+$73.69万
NEAR 加仓+$72.44万
KMB 新建仓+$69.22万
2026Q1 卖出最多 按季末市值估算
WMT 减仓-$177.35万
GBIL 减仓-$174.33万
GOOGL 减仓-$156.38万
PFF 清仓-$90.09万
JNJ 减仓-$79.23万
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 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | $790.23万 | 3.96% | 26,864 | -1,364 | -4.8% | -$40.12万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $777.98万 | 3.90% | 31,826 | -3,241 | -9.2% | -$79.23万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $725.01万 | 3.64% | 12,133 | -697 | -5.4% | -$41.65万 | 减仓 |
| — | EXXON MOBIL CORP | $699.53万 | 3.51% | 41,231 | -3,685 | -8.2% | -$62.52万 | 减仓 |
| KO | COCA COLA CO | $685.03万 | 3.43% | 90,076 | -4,741 | -5.0% | -$36.06万 | 减仓 |
| MSFT | MICROSOFT CORP | $680.52万 | 3.41% | 18,384 | -919 | -4.8% | -$34.02万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $675.51万 | 3.39% | 138,056 | 94,395 | 216.2% | $461.87万 | 加仓 |
| JPST | JP MORGAN EXCHANGE-TRADED F | $635.55万 | 3.19% | 125,577 | 46,925 | 59.7% | $237.49万 | 加仓 |
| CVX | CHEVRON CORP NEW | $606.51万 | 3.04% | 29,314 | -2,755 | -8.6% | -$57.00万 | 减仓 |
| ABBV | ABBVIE INC | $596.31万 | 2.99% | 27,417 | -1,050 | -3.7% | -$22.84万 | 减仓 |
| GOOGL | ALPHABET INC | $547.80万 | 2.75% | 19,050 | -5,438 | -22.2% | -$156.38万 | 减仓 |
| AAPL | APPLE INC | $481.82万 | 2.42% | 18,985 | -972 | -4.9% | -$24.67万 | 减仓 |
| WMT | WALMART INC | $452.84万 | 2.27% | 36,437 | -14,270 | -28.1% | -$177.35万 | 减仓 |
| CSCO | CISCO SYS INC | $440.28万 | 2.21% | 56,744 | -3,158 | -5.3% | -$24.50万 | 减仓 |
| — | HONEYWELL INTL INC | $419.26万 | 2.10% | 18,549 | -1,323 | -6.7% | -$29.90万 | 减仓 |
| ABT | ABBOTT LABS | $413.81万 | 2.07% | 40,305 | 993 | 2.5% | $10.20万 | 加仓 |
| PEP | PEPSICO INC | $396.64万 | 1.99% | 25,541 | -1,732 | -6.4% | -$26.90万 | 减仓 |
| MRK | MERCK & CO INC | $370.12万 | 1.86% | 30,769 | -1,415 | -4.4% | -$17.02万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $344.78万 | 1.73% | 41,665 | -300 | -0.7% | -$2.48万 | 减仓 |
| HD | HOME DEPOT INC | $327.61万 | 1.64% | 9,961 | -715 | -6.7% | -$23.52万 | 减仓 |
| DGRW | WISDOMTREE TR | $322.90万 | 1.62% | 36,760 | -3,085 | -7.7% | -$27.10万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $295.62万 | 1.48% | 58,153 | 14,250 | 32.5% | $72.44万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $278.92万 | 1.40% | 55,561 | 14,679 | 35.9% | $73.69万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $273.54万 | 1.37% | 52,675 | 750 | 1.4% | $3.89万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $272.13万 | 1.36% | 11,227 | 25 | 0.2% | $6,060 | 加仓 |
| — | PINNACLE FINL PARTNERS INC | $255.10万 | 1.28% | 29,615 | 1,491 | 5.3% | $12.84万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $250.23万 | 1.25% | 4,140 | -458 | -10.0% | -$27.68万 | 减仓 |
| LLY | LILLY ELI & CO | $241.35万 | 1.21% | 2,624 | -200 | -7.1% | -$18.40万 | 减仓 |
| CB | CHUBB LIMITED | $240.54万 | 1.21% | 7,380 | -678 | -8.4% | -$22.10万 | 减仓 |
| SO | SOUTHERN CO | $237.18万 | 1.19% | 24,573 | -50 | -0.2% | -$4,826 | 减仓 |
| LOW | LOWES COS INC | $228.58万 | 1.15% | 9,674 | -1,275 | -11.6% | -$30.13万 | 减仓 |
| QCOM | QUALCOMM INC | $209.90万 | 1.05% | 16,299 | -1,609 | -9.0% | -$20.72万 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $206.97万 | 1.04% | 14,328 | -800 | -5.3% | -$11.56万 | 减仓 |
| SHEL | SHELL PLC | $191.07万 | 0.96% | 20,545 | -2,325 | -10.2% | -$21.62万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $190.72万 | 0.96% | 24,060 | 1,600 | 7.1% | $12.68万 | 加仓 |
| RTX | RTX CORPORATION | $189.66万 | 0.95% | 9,832 | -1,595 | -14.0% | -$30.77万 | 减仓 |
| BAC | BANK AMER CORP | $168.54万 | 0.85% | 34,573 | -5,174 | -13.0% | -$25.22万 | 减仓 |
| ORCL | ORACLE CORP | $167.73万 | 0.84% | 11,402 | -1,480 | -11.5% | -$21.77万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $163.97万 | 0.82% | 8,988 | -702 | -7.2% | -$12.81万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $161.10万 | 0.81% | 17,345 | -400 | -2.3% | -$3.72万 | 减仓 |
| NSC | NORFOLK SOUTHERN CORP | $159.28万 | 0.80% | 5,550 | -831 | -13.0% | -$23.85万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $156.60万 | 0.79% | 11,959 | -623 | -5.0% | -$8.16万 | 减仓 |
| TJX | TJX COS INC NEW | $153.63万 | 0.77% | 9,620 | -250 | -2.5% | -$3.99万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.72% | 2 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF TR | $127.46万 | 0.64% | 1,955 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $125.15万 | 0.63% | 27,225 | -2,201 | -7.5% | -$10.12万 | 减仓 |
| GE | GE AEROSPACE | $124.58万 | 0.62% | 4,390 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $119.12万 | 0.60% | 12,000 | -800 | -6.2% | -$7.94万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $117.52万 | 0.59% | 15,146 | 4,406 | 41.0% | $34.19万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $115.77万 | 0.58% | 20,085 | -3,420 | -14.6% | -$19.71万 | 减仓 |
| WFC | WELLS FARGO CO NEW | $107.35万 | 0.54% | 13,485 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $106.57万 | 0.53% | 3,523 | -600 | -14.6% | -$18.15万 | 减仓 |
| AVGO | BROADCOM INC | $100.90万 | 0.51% | 3,260 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $97.44万 | 0.49% | 23,737 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP NEW | $96.47万 | 0.48% | 8,125 | -1,000 | -11.0% | -$11.87万 | 减仓 |
| AMZN | AMAZON COM INC | $93.51万 | 0.47% | 4,490 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $90.11万 | 0.45% | 5,450 | -500 | -8.4% | -$8.27万 | 减仓 |
| VXUS | VANGUARD STAR FD | $89.29万 | 0.45% | 11,579 | 158 | 1.4% | $1.22万 | 加仓 |
| IVV | ISHARES TR | $84.26万 | 0.42% | 1,290 | -100 | -7.2% | -$6.53万 | 减仓 |
| GEV | GE VERNOVA INC | $83.01万 | 0.42% | 951 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $81.08万 | 0.41% | 6,188 | 271 | 4.6% | $3.55万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $80.58万 | 0.40% | 8,550 | 150 | 1.8% | $1.41万 | 加仓 |
| MO | ALTRIA GROUP INC | $77.57万 | 0.39% | 11,755 | -2,100 | -15.2% | -$13.86万 | 减仓 |
| KLAC | KLA CORP | $77.30万 | 0.39% | 525 | 0 | 0.0% | — | 不变 |
| GBIL | GOLDMAN SACHS ETF TR | $74.54万 | 0.37% | 7,440 | -17,400 | -70.0% | -$174.33万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $71.16万 | 0.36% | 1,485 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $70.43万 | 0.35% | 2,903 | -21 | -0.7% | -$5,095 | 减仓 |
| IXN | ISHARES TR | $69.98万 | 0.35% | 7,000 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $69.22万 | 0.35% | 7,175 | 7,175 | — | $69.22万 | 新建仓 |
| WDAY | WORKDAY INC | $69.05万 | 0.35% | 5,315 | 5,315 | — | $69.05万 | 新建仓 |
| HDV | ISHARES TR | $58.28万 | 0.29% | 4,294 | 100 | 2.4% | $1.36万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $49.54万 | 0.25% | 4,294 | -1,031 | -19.4% | -$11.90万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $48.42万 | 0.24% | 10,705 | -2,030 | -15.9% | -$9.18万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $46.09万 | 0.23% | 2,643 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS SQUIBB CO | $44.45万 | 0.22% | 7,329 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MLS INC | $44.43万 | 0.22% | 11,936 | -1,150 | -8.8% | -$4.28万 | 减仓 |
| SMBK | SMARTFINANCIAL INC | $44.36万 | 0.22% | 11,351 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $40.11万 | 0.20% | 8,758 | -1,900 | -17.8% | -$8.70万 | 减仓 |
| SJM | SMUCKER J M CO | $39.88万 | 0.20% | 4,135 | 4,135 | — | $39.88万 | 新建仓 |
| RF | REGIONS FINL CORP NEW | $39.40万 | 0.20% | 15,084 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $39.27万 | 0.20% | 7,254 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP | $39.13万 | 0.20% | 4,045 | -200 | -4.7% | -$1.93万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $38.13万 | 0.19% | 1,111 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $37.98万 | 0.19% | 2,085 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $37.23万 | 0.19% | 5,098 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $36.44万 | 0.18% | 637 | 211 | 49.5% | $12.07万 | 加仓 |
| AZO | AUTOZONE INC | $33.78万 | 0.17% | 100 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODS & CHEMS INC | $33.41万 | 0.17% | 1,150 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $33.01万 | 0.17% | 1,062 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $31.56万 | 0.16% | 2,131 | 35 | 1.7% | $5,183 | 加仓 |
| GOOG | ALPHABET INC | $29.40万 | 0.15% | 1,025 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $29.15万 | 0.15% | 505 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $29.14万 | 0.15% | 3,775 | 3,775 | — | $29.14万 | 新建仓 |
| MMM | 3M CO | $28.52万 | 0.14% | 1,964 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $27.90万 | 0.14% | 923 | -100 | -9.8% | -$3.02万 | 减仓 |
| WM | WASTE MGMT INC DEL | $27.31万 | 0.14% | 1,188 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $26.61万 | 0.13% | 1,957 | 1,957 | — | $26.61万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $25.22万 | 0.13% | 6,665 | 0 | 0.0% | — | 不变 |
| DIVB | ISHARES TR | $24.06万 | 0.12% | 4,460 | 100 | 2.3% | $5,395 | 加仓 |
| VMC | VULCAN MATLS CO | $23.55万 | 0.12% | 865 | -300 | -25.8% | -$8.17万 | 减仓 |