13F 机构持仓

Brendel Financial Advisors LLC

HANOVER NH · SEC CIK 0001768065

2026Q22026Q1 更早 9 个季度 🔒
$2.02亿2026Q1 申报市值
95持仓数
30.8%前十大占比 · 第一大 5.3%
23 / 26新建仓 / 清仓
申报市值走势$2.16亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SHW 5.3%
BAR 3.3%
JNJ 3.1%
CAT 3.0%
WMT 2.9%
FTCB 2.8%
SCIO 2.7%
AGG 2.6%
DOV 2.5%
NEE 2.5%

2026Q1 买入最多 按季末市值估算

FTCB 新建仓+$563.37万
SCIO 新建仓+$540.37万
AGG 加仓+$429.52万
TGT 新建仓+$418.04万
DOV 加仓+$411.06万

2026Q1 卖出最多 按季末市值估算

NUE 清仓-$426.97万
CINF 减仓-$379.31万
SPGI 减仓-$312.46万
HYLS 清仓-$302.27万
JKHY 清仓-$300.09万

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
NUE NUCOR CORP $00.00%0 -26,177-100.0% -$426.97万 清仓
WST WEST PHARMACEUTICAL SVSC INC $00.00%0 —— — 申报中断
HYLS FIRST TR EXCHANGE-TRADED FD $00.00%0 -72,210-100.0% -$302.27万 清仓
JKHY HENRY JACK & ASSOC INC $00.00%0 -16,445-100.0% -$300.09万 清仓
BKLN INVESCO EXCH TRADED FD TR II $00.00%0 -139,929-100.0% -$293.85万 清仓
PFXF VANECK ETF TRUST $00.00%0 -163,097-100.0% -$288.03万 清仓
FSLR FIRST SOLAR INC $00.00%0 -10,974-100.0% -$286.67万 清仓
SRLN SSGA ACTIVE ETF TR $00.00%0 -69,409-100.0% -$286.45万 清仓
SJNK SPDR SERIES TRUST $00.00%0 -110,880-100.0% -$280.75万 清仓
TER TERADYNE INC $00.00%0 -13,506-100.0% -$261.42万 清仓
WM WASTE MGMT INC DEL $00.00%0 -10,692-100.0% -$234.91万 清仓
ITA ISHARES TR $00.00%0 -4,593-100.0% -$98.61万 清仓
IYZ ISHARES TR $00.00%0 —— — 申报中断
IYG ISHARES TR $00.00%0 -10,293-100.0% -$94.95万 清仓
IYF ISHARES TR $00.00%0 -7,082-100.0% -$91.31万 清仓
IDU ISHARES TR $00.00%0 -8,019-100.0% -$86.89万 清仓
CARR CARRIER GLOBAL CORPORATION $00.00%0 -12,743-100.0% -$67.33万 清仓
CLS CELESTICA INC $00.00%0 -1,403-100.0% -$41.47万 清仓
FLEX FLEX LTD $00.00%0 —— — 申报中断
ED CONSOLIDATED EDISON INC $00.00%0 -4,122-100.0% -$40.94万 清仓
IBEX IBEX LTD $00.00%0 -9,600-100.0% -$36.65万 清仓
APPS DIGITAL TURBINE INC $00.00%0 -68,007-100.0% -$34.00万 清仓
BKTI BK TECHNOLOGIES CORPORATION $00.00%0 -4,394-100.0% -$32.77万 清仓
— PERMA-PIPE INTL HLDGS INC $00.00%0 -10,154-100.0% -$30.83万 清仓
PG PROCTER AND GAMBLE CO $00.00%0 -2,149-100.0% -$30.80万 清仓
PEP PEPSICO INC $00.00%0 -1,745-100.0% -$25.04万 清仓
CRS CARPENTER TECHNOLOGY CORP $00.00%0 —— — 申报中断
BRO BROWN & BROWN INC $00.00%0 -2,943-100.0% -$23.46万 清仓
NECB NORTHEAST CMNTY BANCORP INC $00.00%0 -10,323-100.0% -$23.34万 清仓
SHOP SHOPIFY INC $00.00%0 -1,449-100.0% -$23.32万 清仓
VTRS VIATRIS INC $14.31万0.07%10,592 00.0% — 不变
ZURA ZURA BIO LTD $16.69万0.08%28,052 28,052— $16.69万 新建仓
VMI VALMONT INDS INC $20.26万0.10%507 507— $20.26万 新建仓
IJH ISHARES TR $20.26万0.10%3,000 3,000— $20.26万 新建仓
AMAT APPLIED MATLS INC $20.51万0.10%600 600— $20.51万 新建仓
BAC BANK AMERICA CORP $20.92万0.10%4,291 -217-4.8% -$1.06万 减仓
APH AMPHENOL CORP $21.44万0.11%1,697 -333-16.4% -$4.21万 减仓
RKLB ROCKET LAB CORP $22.79万0.11%3,548 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $22.96万0.11%1,130 00.0% — 不变
GEV GE VERNOVA INC $23.39万0.12%268 268— $23.39万 新建仓
CI THE CIGNA GROUP $24.35万0.12%913 10.1% $267 加仓
EMR EMERSON ELEC CO $24.68万0.12%1,884 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $24.99万0.12%960 00.0% — 不变
NERV MINERVA NEUROSCIENCES INC $25.18万0.12%41,799 41,799— $25.18万 新建仓
LOW LOWES COS INC $26.91万0.13%1,139 00.0% — 不变
TRV TRAVELERS COMPANIES INC $27.53万0.14%944 00.0% — 不变
CTVA CORTEVA INC $28.67万0.14%3,425 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $29.18万0.14%2,226 -1,000-31.0% -$13.11万 减仓
SPGI S&P GLOBAL INC $29.56万0.15%695 -7,346-91.4% -$312.46万 减仓
SO SOUTHERN CO $29.92万0.15%3,100 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $30.20万0.15%357 -88-19.8% -$7.44万 减仓
SFST SOUTHERN FIRST BANCSHARES $30.53万0.15%5,601 5,601— $30.53万 新建仓
GE GE AEROSPACE $30.73万0.15%1,083 00.0% — 不变
FIVE FIVE BELOW INC $30.75万0.15%1,346 594.6% $1.35万 加仓
WMB WILLIAMS COS INC $31.63万0.16%4,346 -123-2.8% -$8,952 减仓
BHB BAR HBR BANKSHARES $32.33万0.16%9,963 -90-0.9% -$2,921 减仓
CHRW C H ROBINSON WORLDWIDE IN $32.85万0.16%1,978 -918-31.7% -$15.25万 减仓
VMD VIEMED HEALTHCARE INC $33.43万0.17%36,298 36,298— $33.43万 新建仓
OIS OIL STS INTL INC $34.29万0.17%29,456 29,456— $34.29万 新建仓
PPG PPG INDS INC $35.63万0.18%3,334 00.0% — 不变
AFL AFLAC INC $39.11万0.19%3,565 -168-4.5% -$1.84万 减仓
GOOGL ALPHABET INC $40.72万0.20%1,416 49052.9% $14.09万 加仓
CINF CINCINNATI FINL CORP $41.05万0.20%2,609 -24,106-90.2% -$379.31万 减仓
BNY BANK NEW YORK MELLON CORP $43.23万0.21%3,644 -85-2.3% -$1.01万 减仓
GWW WW GRAINGER INC $44.83万0.22%411 -4-1.0% -$4,363 减仓
ABT ABBOTT LABORATORIES $44.91万0.22%4,374 -3,489-44.4% -$35.82万 减仓
AVGO BROADCOM INC $45.50万0.23%1,470 -7,840-84.2% -$242.66万 减仓
ORCL ORACLE CORP $46.62万0.23%3,169 -10-0.3% -$1,471 减仓
RTX RTX CORPORATION $50.19万0.25%2,602 -9-0.3% -$1,736 减仓
ENB ENBRIDGE INC $52.30万0.26%9,661 00.0% — 不变
OGE OGE ENERGY CORP $57.55万0.28%12,000 00.0% — 不变
RSP INVESCO EXCHANGE TRADED FD T $65.02万0.32%3,388 2,191183.0% $42.05万 加仓
MMM 3M CO $67.42万0.33%4,642 00.0% — 不变
NEM NEWMONT CORP $87.44万0.43%8,078 -969-10.7% -$10.49万 减仓
LCTU BLACKROCK ETF TRUST $91.57万0.45%13,056 13,056— $91.57万 新建仓
THRO BLACKROCK ETF TRUST $91.67万0.45%25,310 25,310— $91.67万 新建仓
IBB ISHARES TR $95.84万0.47%5,676 5,676— $95.84万 新建仓
SOXX ISHARES TR $96.59万0.48%2,939 2,939— $96.59万 新建仓
AMP AMERIPRISE FINL INC $112.61万0.56%2,534 -434-14.6% -$19.29万 减仓
CVX CHEVRON CORPORATION $128.75万0.64%6,223 00.0% — 不变
IEZ ISHARES TR $130.60万0.65%45,112 45,112— $130.60万 新建仓
PFE PFIZER INC $230.78万1.14%82,188 -6,273-7.1% -$17.61万 减仓
VRT VERTIV HOLDINGS CO $240.71万1.19%9,606 9,606— $240.71万 新建仓
ARCC ARES CAPITAL CORP $240.74万1.19%133,598 5,5704.4% $10.04万 加仓
JPIB J P MORGAN EXCHANGE TRADED F $242.59万1.20%50,729 50,729— $242.59万 新建仓
ATO ATMOS ENERGY CORP $252.03万1.25%13,644 -8,695-38.9% -$160.61万 重新持有
LRCX LAM RESEARCH CORP $254.41万1.26%11,907 11,907— $254.41万 新建仓
META META PLATFORMS INC $268.96万1.33%4,701 3036.9% $17.34万 加仓
— EXXON MOBIL CORP $280.18万1.39%16,514 -50-0.3% -$8,483 减仓
MRK MERCK & CO INC $284.70万1.41%23,668 00.0% — 不变
CMI CUMMINS INC $298.82万1.48%5,554 -576-9.4% -$30.99万 减仓
ADM ARCHER DANIELS MIDLAND CO $304.13万1.50%41,839 41,839— $304.13万 新建仓
FXU FIRST TR EXCHANGE-TRADED FD $305.58万1.51%61,622 61,622— $305.58万 新建仓
COST COSTCO WHOLESALE CORPORATION $308.69万1.53%3,098 3,098— $308.69万 新建仓
NFLX NETFLIX INC. $319.40万1.58%33,219 3,60312.2% $34.64万 加仓
SWK STANLEY BLACK & DECKER INC $320.27万1.58%45,070 -1,379-3.0% -$9.80万 重新持有
AA ALCOA CORP $323.68万1.60%48,798 -15,496-24.1% -$102.78万 减仓
TSLA TESLA INC $347.51万1.72%9,348 4825.4% $17.92万 加仓
PLTR PALANTIR TECHNOLOGIES INC $348.34万1.72%23,813 900.4% $1.32万 加仓
AMZN AMAZON COM INC $372.39万1.84%17,880 2,89519.3% $60.29万 加仓