13F 机构持仓

Brendel Financial Advisors LLC

HANOVER NH · SEC CIK 0001768065

2026Q22026Q1 更早 9 个季度 🔒
$2.16亿2026Q2 申报市值
101持仓数
29.6%前十大占比 · 第一大 4.7%
17 / 15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 4.7%
CAT 4.1%
JNJ 3.0%
BAR 2.7%
ABBV 2.6%
FTCB 2.6%
SCIO 2.5%
LRCX 2.5%
AGG 2.5%
WMT 2.4%

2026Q2 买入最多 按季末市值估算

KO 新建仓+$366.99万
GNRC 新建仓+$321.62万
MNST 新建仓+$308.06万
LOGI 新建仓+$289.41万
CHRW 加仓+$250.25万

2026Q2 卖出最多 按季末市值估算

IBM 减仓-$366.28万
AA 清仓-$323.68万
SWK 清仓-$320.27万
COST 清仓-$308.69万
FXU 清仓-$305.58万

2026Q2 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
NVDA NVIDIA CORPORATION $457.67万2.12%22,873 -171-0.7% -$3.42万 减仓
EXPD EXPEDITORS INTL WASH INC $458.72万2.12%28,146 6422.3% $10.46万 加仓
GOOG ALPHABET INC $471.20万2.18%13,336 -147-1.1% -$5.19万 减仓
NEE NEXTERA ENERGY INC $477.19万2.21%54,368 -286-0.5% -$2.51万 减仓
CTAS CINTAS CORP $494.17万2.29%29,055 1670.6% $2.84万 加仓
DOV DOVER CORP $514.57万2.38%22,943 -1,467-6.0% -$32.90万 减仓
WMT WALMART INC $528.30万2.45%46,645 -374-0.8% -$4.24万 减仓
AGG ISHARES TR $532.54万2.47%53,803 9801.9% $9.70万 加仓
LRCX LAM RESEARCH CORP $542.14万2.51%12,511 6045.1% $26.17万 加仓
SCIO FIRST TR EXCHANGE-TRADED FD $542.87万2.51%262,638 8290.3% $1.71万 加仓
FTCB FIRST TR EXCHANGE-TRADED FD $564.65万2.61%270,749 1,9650.7% $4.10万 加仓
ABBV ABBVIE INC $566.57万2.62%22,515 3491.6% $8.78万 加仓
BAR GRANITESHARES GOLD TR $580.11万2.69%146,753 00.0% — 不变
JNJ JOHNSON & JOHNSON $644.09万2.98%25,361 -633-2.4% -$16.08万 减仓
CAT CATERPILLAR INC $889.83万4.12%8,356 -314-3.6% -$33.44万 减仓
SHW SHERWIN WILLIAMS CO $1,006.59万4.66%29,234 -4,095-12.3% -$141.00万 减仓