Brown Miller Wealth Management, LLC
MCLEAN VA · SEC CIK 0001840084
$3.97亿2026Q2 申报市值
204持仓数
42.1%前十大占比 · 第一大 13.3%
26 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
APH 加仓+$400.64万
FLEX 新建仓+$86.25万
RSPN 新建仓+$83.34万
AMAT 新建仓+$79.24万
FYX 新建仓+$63.45万
2026Q2 卖出最多 按季末市值估算
ACN 减仓-$128.88万
ZTS 清仓-$127.18万
CSCO 减仓-$61.72万
IVW 清仓-$60.39万
RTX 减仓-$60.09万
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 |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | $470.81万 | 1.19% | 18,710 | 1,718 | 10.1% | $43.23万 | 加仓 |
| ADI | ANALOG DEVICES INC | $476.38万 | 1.20% | 11,994 | -1,353 | -10.1% | -$53.74万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $485.66万 | 1.22% | 11,685 | 618 | 5.6% | $25.69万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $486.14万 | 1.22% | 13,138 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $491.12万 | 1.24% | 9,464 | -176 | -1.8% | -$9.13万 | 减仓 |
| APH | AMPHENOL CORP | $491.16万 | 1.24% | 27,856 | 22,722 | 442.6% | $400.64万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $506.06万 | 1.27% | 84,782 | 4,565 | 5.7% | $27.25万 | 加仓 |
| CB | CHUBB LTD SWITZ | $518.49万 | 1.31% | 15,217 | -124 | -0.8% | -$4.23万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $519.73万 | 1.31% | 59,215 | -4,427 | -7.0% | -$38.86万 | 减仓 |
| AMZN | AMAZON COM INC | $561.41万 | 1.41% | 23,555 | -373 | -1.6% | -$8.89万 | 减仓 |
| CSCO | CISCO SYS INC | $720.27万 | 1.81% | 61,321 | -5,255 | -7.9% | -$61.72万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $769.99万 | 1.94% | 87,619 | 5,341 | 6.5% | $46.94万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $786.18万 | 1.98% | 227,088 | 10,626 | 4.9% | $36.79万 | 加仓 |
| AVGO | BROADCOM INC | $898.68万 | 2.26% | 23,790 | -17 | -0.1% | -$6,422 | 减仓 |
| GOOGL | ALPHABET INC | $1,342.35万 | 3.38% | 37,562 | -1,065 | -2.8% | -$38.06万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,491.30万 | 3.75% | 45,560 | 46 | 0.1% | $1.51万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,611.93万 | 4.06% | 43,213 | 637 | 1.5% | $23.76万 | 加仓 |
| AAPL | APPLE INC | $3,247.86万 | 8.18% | 112,243 | 1,812 | 1.6% | $52.43万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5,297.54万 | 13.34% | 264,758 | -365 | -0.1% | -$7.30万 | 减仓 |