Brown Miller Wealth Management, LLC
MCLEAN VA · SEC CIK 0001840084
$3.52亿2026Q1 申报市值
191持仓数
41.4%前十大占比 · 第一大 13.1%
10 / 12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
KMI 加仓+$127.06万
VWO 加仓+$100.09万
BIL 加仓+$98.09万
TT 加仓+$90.98万
CGXU 加仓+$86.57万
2026Q1 卖出最多 按季末市值估算
SBUX 减仓-$280.50万
IWD 清仓-$121.35万
NVDA 减仓-$70.46万
QCOM 减仓-$68.39万
XLF 清仓-$51.80万
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 |
|---|---|---|---|---|---|---|---|---|
| VHT | VANGUARD WORLD FD | $59.75万 | 0.17% | 2,194 | -50 | -2.2% | -$1.36万 | 减仓 |
| FTI | TECHNIPFMC PLC | $59.79万 | 0.17% | 8,649 | 605 | 7.5% | $4.18万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $60.03万 | 0.17% | 1,523 | 112 | 7.9% | $4.41万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $60.08万 | 0.17% | 16,321 | 1,086 | 7.1% | $4.00万 | 加仓 |
| IVW | ISHARES TR | $60.39万 | 0.17% | 5,339 | 603 | 12.7% | $6.82万 | 加仓 |
| ETR | ENTERGY CORP NEW | $60.72万 | 0.17% | 5,404 | -35 | -0.6% | -$3,933 | 减仓 |
| HSY | HERSHEY CO | $60.72万 | 0.17% | 2,921 | 6 | 0.2% | $1,247 | 加仓 |
| SO | SOUTHERN CO | $61.37万 | 0.17% | 6,358 | -23 | -0.4% | -$2,220 | 减仓 |
| DHR | DANAHER CORP DEL | $62.06万 | 0.18% | 3,273 | -3 | -0.1% | -$569 | 减仓 |
| — | EXXON MOBIL CORP | $62.27万 | 0.18% | 3,671 | -340 | -8.5% | -$5.77万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $64.38万 | 0.18% | 3,981 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $64.54万 | 0.18% | 1,962 | 56 | 2.9% | $1.84万 | 加仓 |
| GLD | SPDR GOLD TR | $64.67万 | 0.18% | 1,503 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $64.87万 | 0.18% | 5,134 | 382 | 8.0% | $4.83万 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $65.56万 | 0.19% | 298 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $66.67万 | 0.19% | 2,970 | 0 | 0.0% | — | 不变 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $66.77万 | 0.19% | 6,068 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $67.41万 | 0.19% | 913 | 68 | 8.0% | $5.02万 | 加仓 |
| PEP | PEPSICO INC | $69.91万 | 0.20% | 4,502 | -775 | -14.7% | -$12.04万 | 减仓 |
| MO | ALTRIA GROUP INC | $69.95万 | 0.20% | 10,600 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $71.81万 | 0.20% | 3,177 | -270 | -7.8% | -$6.10万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $72.11万 | 0.20% | 3,353 | -505 | -13.1% | -$10.86万 | 减仓 |
| MPC | MARATHON PETE CORP | $72.67万 | 0.21% | 2,976 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $75.03万 | 0.21% | 18,668 | -831 | -4.3% | -$3.34万 | 减仓 |
| DE | DEERE & CO | $78.47万 | 0.22% | 1,393 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $78.76万 | 0.22% | 23,603 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $79.10万 | 0.22% | 20,904 | 14 | 0.1% | $530 | 加仓 |
| FIX | COMFORT SYS USA INC | $81.09万 | 0.23% | 588 | 44 | 8.1% | $6.07万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $84.43万 | 0.24% | 6,058 | -71 | -1.2% | -$9,895 | 减仓 |
| SPYV | SPDR SERIES TRUST | $87.60万 | 0.25% | 15,483 | 1,488 | 10.6% | $8.42万 | 加仓 |
| WMT | WALMART INC | $90.29万 | 0.26% | 7,265 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $90.35万 | 0.26% | 1,035 | 47 | 4.8% | $4.10万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $95.03万 | 0.27% | 954 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $95.33万 | 0.27% | 3,068 | 2 | 0.1% | $621 | 加仓 |
| AMT | AMERICAN TOWER CORP | $99.52万 | 0.28% | 5,767 | 453 | 8.5% | $7.82万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $103.72万 | 0.29% | 4,243 | -244 | -5.4% | -$5.96万 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $104.50万 | 0.30% | 72,421 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $108.60万 | 0.31% | 5,535 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $111.34万 | 0.32% | 2,549 | 275 | 12.1% | $12.01万 | 加仓 |
| SHLD | GLOBAL X FDS | $113.39万 | 0.32% | 16,007 | -1,236 | -7.2% | -$8.76万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $113.50万 | 0.32% | 22,610 | -962 | -4.1% | -$4.83万 | 减仓 |
| QCOM | QUALCOMM INC | $114.74万 | 0.33% | 8,910 | -5,311 | -37.3% | -$68.39万 | 减仓 |
| FAST | FASTENAL CO | $115.85万 | 0.33% | 24,968 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $120.07万 | 0.34% | 7,961 | 385 | 5.1% | $5.81万 | 加仓 |
| ZTS | ZOETIS INC | $127.18万 | 0.36% | 10,759 | 1,178 | 12.3% | $13.92万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $131.65万 | 0.37% | 23,227 | 2,058 | 9.7% | $11.66万 | 加仓 |
| BX | BLACKSTONE INC | $132.08万 | 0.38% | 11,486 | 1,953 | 20.5% | $22.46万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $139.19万 | 0.40% | 3,340 | 2,183 | 188.7% | $90.98万 | 加仓 |
| QXO | QXO INC | $140.89万 | 0.40% | 72,550 | 20,061 | 38.2% | $38.96万 | 加仓 |
| BIL | SPDR SERIES TRUST | $140.96万 | 0.40% | 15,382 | 10,704 | 228.8% | $98.09万 | 加仓 |
| GABC | GERMAN AMERN BANCORP INC | $143.63万 | 0.41% | 34,369 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $144.77万 | 0.41% | 80,336 | 2,138 | 2.7% | $3.85万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $146.53万 | 0.42% | 26,392 | 1,410 | 5.6% | $7.83万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $146.95万 | 0.42% | 15,309 | 676 | 4.6% | $6.49万 | 加仓 |
| SBUX | STARBUCKS CORP | $149.98万 | 0.43% | 16,741 | -31,310 | -65.2% | -$280.50万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $169.98万 | 0.48% | 3,402 | -506 | -12.9% | -$25.28万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $170.40万 | 0.48% | 15,199 | 4,270 | 39.1% | $47.87万 | 加仓 |
| VO | VANGUARD INDEX FDS | $178.66万 | 0.51% | 6,221 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $178.77万 | 0.51% | 2,737 | -3 | -0.1% | -$1,959 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $187.92万 | 0.53% | 3,109 | -9 | -0.3% | -$5,440 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $195.37万 | 0.56% | 43,128 | 1,263 | 3.0% | $5.72万 | 加仓 |
| XYL | XYLEM INC | $201.70万 | 0.57% | 16,879 | 614 | 3.8% | $7.34万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $220.54万 | 0.63% | 21,335 | 2,215 | 11.6% | $22.90万 | 加仓 |
| GLDM | WORLD GOLD TR | $224.39万 | 0.64% | 24,209 | -1,544 | -6.0% | -$14.31万 | 减仓 |
| GOOG | ALPHABET INC | $243.21万 | 0.69% | 8,478 | 2,016 | 31.2% | $57.83万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $244.70万 | 0.70% | 12,341 | 783 | 6.8% | $15.53万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $245.00万 | 0.70% | 14,818 | -1 | -0.0% | -$165 | 减仓 |
| SYK | STRYKER CORPORATION | $245.92万 | 0.70% | 7,484 | 37 | 0.5% | $1.22万 | 加仓 |
| O | REALTY INCOME CORP | $250.37万 | 0.71% | 40,924 | 1,123 | 2.8% | $6.87万 | 加仓 |
| PLD | PROLOGIS INC. | $255.18万 | 0.73% | 19,305 | 287 | 1.5% | $3.79万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $255.62万 | 0.73% | 33,625 | 2,581 | 8.3% | $19.62万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $255.73万 | 0.73% | 16,260 | 212 | 1.3% | $3.33万 | 加仓 |
| MRK | MERCK & CO INC | $273.49万 | 0.78% | 22,736 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $274.39万 | 0.78% | 5,726 | 7 | 0.1% | $3,354 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $299.45万 | 0.85% | 11,067 | 676 | 6.5% | $18.29万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $305.04万 | 0.87% | 12,585 | 379 | 3.1% | $9.19万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $307.26万 | 0.87% | 8,952 | 63 | 0.7% | $2.16万 | 加仓 |
| BLK | BLACKROCK INC | $309.31万 | 0.88% | 3,216 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $310.56万 | 0.88% | 21,501 | -2,571 | -10.7% | -$37.14万 | 减仓 |
| IJH | ISHARES TR | $313.86万 | 0.89% | 46,478 | -839 | -1.8% | -$5.67万 | 减仓 |
| CVX | CHEVRON CORPORATION | $324.27万 | 0.92% | 15,673 | -522 | -3.2% | -$10.80万 | 减仓 |
| DIS | DISNEY WALT CO | $348.84万 | 0.99% | 36,194 | 330 | 0.9% | $3.18万 | 加仓 |
| V | VISA INC | $351.69万 | 1.00% | 11,636 | 227 | 2.0% | $6.86万 | 加仓 |
| LLY | ELI LILLY & CO | $365.21万 | 1.04% | 3,971 | 17 | 0.4% | $1.56万 | 加仓 |
| ABBV | ABBVIE INC | $369.55万 | 1.05% | 16,992 | 940 | 5.9% | $20.44万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $414.85万 | 1.18% | 123,726 | 37,894 | 44.1% | $127.06万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $421.47万 | 1.20% | 13,138 | 20 | 0.2% | $6,416 | 加仓 |
| ADI | ANALOG DEVICES INC | $424.63万 | 1.21% | 13,347 | -114 | -0.8% | -$3.63万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $425.46万 | 1.21% | 41,439 | 315 | 0.8% | $3.23万 | 加仓 |
| RTX | RTX CORPORATION | $427.31万 | 1.21% | 22,152 | -654 | -2.9% | -$12.62万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $433.57万 | 1.23% | 80,217 | 18,518 | 30.0% | $100.09万 | 加仓 |
| LOW | LOWES COS INC | $451.58万 | 1.28% | 19,112 | 64 | 0.3% | $1.51万 | 加仓 |
| LIN | LINDE PLC | $477.90万 | 1.36% | 9,640 | 157 | 1.7% | $7.78万 | 加仓 |
| AMZN | AMAZON COM INC | $498.35万 | 1.42% | 23,928 | -80 | -0.3% | -$1.67万 | 减仓 |
| CB | CHUBB LTD SWITZ | $499.99万 | 1.42% | 15,341 | -176 | -1.1% | -$5.74万 | 减仓 |
| CSCO | CISCO SYS INC | $516.57万 | 1.47% | 66,576 | -6,667 | -9.1% | -$51.73万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $591.11万 | 1.68% | 63,642 | 1,552 | 2.5% | $14.41万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $629.75万 | 1.79% | 82,278 | 8,941 | 12.2% | $68.43万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $638.35万 | 1.81% | 216,462 | 29,355 | 15.7% | $86.57万 | 加仓 |
| AVGO | BROADCOM INC | $736.83万 | 2.09% | 23,807 | 340 | 1.4% | $10.52万 | 加仓 |