Briaud Financial Planning Inc
COLLEGE STATION TX · SEC CIK 0001800586
$3.81亿2026Q1 申报市值
38持仓数
96.2%前十大占比 · 第一大 45.3%
6 / 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
PDBA 新建仓+$2,169.17万
PDBC 加仓+$65.60万
EEM 新建仓+$44.47万
CVX 新建仓+$24.58万
BIL 加仓+$24.38万
2026Q1 卖出最多 按季末市值估算
QQQ 减仓-$3,411.54万
SLV 减仓-$2,028.90万
VTI 减仓-$358.06万
SPYM 清仓-$31.33万
MDY 清仓-$26.06万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $1.73亿 | 45.34% | 539,110 | -11,163 | -2.0% | -$358.06万 | 减仓 |
| GLD | SPDR GOLD TR | $8,532.53万 | 22.37% | 198,343 | 39 | 0.0% | $1.68万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $4,862.02万 | 12.75% | 2,807,161 | 37,873 | 1.4% | $65.60万 | 加仓 |
| SLV | ISHARES SILVER TR | $2,242.80万 | 5.88% | 329,248 | -297,847 | -47.5% | -$2,028.90万 | 减仓 |
| PDBA | INVESCO ACTVELY MNGD ETC FD | $2,169.17万 | 5.69% | 594,783 | 594,783 | — | $2,169.17万 | 新建仓 |
| IAU | ISHARES GOLD TR | $712.54万 | 1.87% | 80,824 | -401 | -0.5% | -$3.54万 | 减仓 |
| IVV | ISHARES TR | $254.36万 | 0.67% | 3,894 | 4 | 0.1% | $2,613 | 加仓 |
| AAPL | APPLE INC | $247.73万 | 0.65% | 9,761 | -478 | -4.7% | -$12.13万 | 减仓 |
| ADI | ANALOG DEVICES INC | $197.72万 | 0.52% | 6,215 | -140 | -2.2% | -$4.45万 | 减仓 |
| — | EXXON MOBIL CORP | $163.13万 | 0.43% | 9,615 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $158.08万 | 0.41% | 9,064 | -1 | -0.0% | -$174 | 减仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $118.52万 | 0.31% | 6,650 | 26 | 0.4% | $4,634 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $102.23万 | 0.27% | 1,572 | -147 | -8.6% | -$9.56万 | 减仓 |
| LLY | ELI LILLY & CO | $97.13万 | 0.25% | 1,056 | 8 | 0.8% | $7,358 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $95.28万 | 0.25% | 6,433 | 675 | 11.7% | $10.00万 | 加仓 |
| BIL | SPDR SERIES TRUST | $80.61万 | 0.21% | 8,796 | 2,660 | 43.4% | $24.38万 | 加仓 |
| QQQ | INVESCO QQQ TR | $75.44万 | 0.20% | 1,307 | -59,107 | -97.8% | -$3,411.54万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $74.13万 | 0.19% | 1,547 | 38 | 2.5% | $1.82万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $62.47万 | 0.16% | 2,151 | 89 | 4.3% | $2.58万 | 加仓 |
| MSFT | MICROSOFT CORP | $51.31万 | 0.13% | 1,386 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $47.59万 | 0.12% | 2,285 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $47.01万 | 0.12% | 2,149 | 94 | 4.6% | $2.06万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $46.04万 | 0.12% | 1,054 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $45.95万 | 0.12% | 1,306 | -14 | -1.1% | -$4,926 | 减仓 |
| EEM | ISHARES TR | $44.47万 | 0.12% | 7,830 | 7,830 | — | $44.47万 | 新建仓 |
| TLT | ISHARES TR | $34.51万 | 0.09% | 3,977 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $34.05万 | 0.09% | 5,558 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $32.17万 | 0.08% | 1,676 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $30.09万 | 0.08% | 1,231 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $26.72万 | 0.07% | 894 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $25.79万 | 0.07% | 971 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $24.58万 | 0.06% | 1,188 | 1,188 | — | $24.58万 | 新建仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $23.37万 | 0.06% | 4,574 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $22.18万 | 0.06% | 367 | 367 | — | $22.18万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $21.00万 | 0.06% | 714 | -157 | -18.0% | -$4.62万 | 减仓 |
| WMT | WALMART INC | $20.87万 | 0.05% | 1,679 | 1,679 | — | $20.87万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $20.13万 | 0.05% | 1,026 | 1,026 | — | $20.13万 | 新建仓 |
| — | MANHATTAN BRDG CAP INC | $2.10万 | 0.01% | 21,006 | -3,717 | -15.0% | -$3,717 | 减仓 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,905 | -100.0% | -$31.33万 | 清仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $0 | 0.00% | 0 | -432 | -100.0% | -$26.06万 | 清仓 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -1,410 | -100.0% | -$20.21万 | 清仓 |
| SABR | SABRE CORP | $0 | 0.00% | 0 | -14,000 | -100.0% | -$1.90万 | 清仓 |