Brendel Financial Advisors LLC
HANOVER NH · SEC CIK 0001768065
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $375.91万 | 1.86% | 14,812 | 463 | 3.2% | $11.75万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $376.64万 | 1.86% | 12,804 | -10 | -0.1% | -$2,942 | 减仓 |
| GOOG | ALPHABET INC | $386.77万 | 1.91% | 13,483 | 25 | 0.2% | $7,172 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $388.02万 | 1.92% | 16,008 | -306 | -1.9% | -$7.42万 | 减仓 |
| GLD | SPDR GOLD TR | $392.94万 | 1.94% | 9,132 | 327 | 3.7% | $14.07万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $393.94万 | 1.95% | 27,504 | -770 | -2.7% | -$11.03万 | 减仓 |
| NDSN | NORDSON CORP | $397.17万 | 1.97% | 14,928 | -237 | -1.6% | -$6.31万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $401.88万 | 1.99% | 23,044 | 920 | 4.2% | $16.04万 | 加仓 |
| MSFT | MICROSOFT CORP | $403.97万 | 2.00% | 10,913 | 1,843 | 20.3% | $68.22万 | 加仓 |
| CB | CHUBB LTD SWITZ | $417.16万 | 2.06% | 12,799 | 347 | 2.8% | $11.31万 | 加仓 |
| TGT | TARGET CORP | $418.04万 | 2.07% | 34,492 | 34,492 | — | $418.04万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $422.26万 | 2.09% | 13,960 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $426.25万 | 2.11% | 12,419 | -106 | -0.8% | -$3.64万 | 减仓 |
| ABBV | ABBVIE INC | $482.09万 | 2.39% | 22,166 | -1,808 | -7.5% | -$39.32万 | 减仓 |
| CTAS | CINTAS CORP | $488.61万 | 2.42% | 28,888 | 2,109 | 7.9% | $35.67万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $507.63万 | 2.51% | 54,654 | -4,969 | -8.3% | -$46.15万 | 减仓 |
| DOV | DOVER CORP | $508.83万 | 2.52% | 24,410 | 19,720 | 420.5% | $411.06万 | 加仓 |
| AGG | ISHARES TR | $524.37万 | 2.59% | 52,823 | 43,268 | 452.8% | $429.52万 | 加仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $540.37万 | 2.67% | 261,809 | 261,809 | — | $540.37万 | 新建仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $563.37万 | 2.79% | 268,784 | 268,784 | — | $563.37万 | 新建仓 |
| WMT | WALMART INC | $584.35万 | 2.89% | 47,019 | -3,542 | -7.0% | -$44.02万 | 减仓 |
| CAT | CATERPILLAR INC | $614.23万 | 3.04% | 8,670 | -522 | -5.7% | -$36.98万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $635.40万 | 3.14% | 25,994 | -1,216 | -4.5% | -$29.72万 | 减仓 |
| BAR | GRANITESHARES GOLD TR | $676.97万 | 3.35% | 146,753 | -1,377 | -0.9% | -$6.35万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $1,068.36万 | 5.29% | 33,329 | -16 | -0.0% | -$5,129 | 减仓 |