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 |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TR | $0 | 0.00% | 0 | -5,769 | -100.0% | -$121.35万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -9,458 | -100.0% | -$51.80万 | 清仓 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -20,600 | -100.0% | -$48.22万 | 清仓 |
| DWX | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -10,850 | -100.0% | -$47.67万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -1,604 | -100.0% | -$44.73万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -2,148 | -100.0% | -$34.21万 | 清仓 |
| HLI | HOULIHAN LOKEY INC | $0 | 0.00% | 0 | -1,761 | -100.0% | -$30.67万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -4,444 | -100.0% | -$29.88万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UBS | UBS GROUP AG | $0 | 0.00% | 0 | -5,176 | -100.0% | -$23.97万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -1,386 | -100.0% | -$21.30万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -393 | -100.0% | -$20.52万 | 清仓 |
| CG | CARLYLE GROUP INC | $0 | 0.00% | 0 | -3,400 | -100.0% | -$20.10万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC | $20.28万 | 0.06% | 565 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $20.47万 | 0.06% | 1,500 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $20.69万 | 0.06% | 1,136 | 1,136 | — | $20.69万 | 新建仓 |
| NDSN | NORDSON CORP | $21.02万 | 0.06% | 790 | -44 | -5.3% | -$1.17万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $21.45万 | 0.06% | 4,712 | -372 | -7.3% | -$1.69万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $22.05万 | 0.06% | 1,278 | 84 | 7.0% | $1.45万 | 加仓 |
| AFL | AFLAC INC | $22.60万 | 0.06% | 2,060 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $22.64万 | 0.06% | 798 | -60 | -7.0% | -$1.70万 | 减仓 |
| CSX | CSX CORP | $22.66万 | 0.06% | 5,521 | -174 | -3.1% | -$7,143 | 减仓 |
| VOT | VANGUARD INDEX FDS | $23.23万 | 0.07% | 903 | 160 | 21.5% | $4.12万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $23.24万 | 0.07% | 1,117 | -24 | -2.1% | -$4,994 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $23.81万 | 0.07% | 1,959 | 553 | 39.3% | $6.72万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $24.19万 | 0.07% | 405 | -66 | -14.0% | -$3.94万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $24.26万 | 0.07% | 2,574 | -207 | -7.4% | -$1.95万 | 减仓 |
| EMR | EMERSON ELEC CO | $25.32万 | 0.07% | 1,933 | 1 | 0.1% | $131 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $25.49万 | 0.07% | 1,535 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $25.78万 | 0.07% | 1,062 | 2 | 0.2% | $485 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $26.03万 | 0.07% | 922 | -696 | -43.0% | -$19.65万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $26.48万 | 0.08% | 1,303 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $26.60万 | 0.08% | 8,013 | 703 | 9.6% | $2.33万 | 加仓 |
| EVR | EVERCORE INC | $26.69万 | 0.08% | 894 | 67 | 8.1% | $2.00万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $26.73万 | 0.08% | 6,284 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $26.86万 | 0.08% | 2,972 | 150 | 5.3% | $1.36万 | 加仓 |
| ORCL | ORACLE CORP | $27.03万 | 0.08% | 1,837 | 7 | 0.4% | $1,030 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $28.31万 | 0.08% | 2,983 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $28.51万 | 0.08% | 3,163 | 936 | 42.0% | $8.44万 | 加仓 |
| SYY | SYSCO CORP | $28.52万 | 0.08% | 3,998 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $28.82万 | 0.08% | 4,012 | -330 | -7.6% | -$2.37万 | 减仓 |
| ENB | ENBRIDGE INC | $29.28万 | 0.08% | 5,409 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $29.49万 | 0.08% | 3,195 | 0 | 0.0% | — | 不变 |
| CHH | CHOICE HOTELS INTL INC | $29.60万 | 0.08% | 2,868 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $30.19万 | 0.09% | 2,287 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $32.28万 | 0.09% | 5,072 | 5,072 | — | $32.28万 | 新建仓 |
| PAYX | PAYCHEX INC | $32.72万 | 0.09% | 3,552 | 45 | 1.3% | $4,145 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $33.35万 | 0.09% | 4,972 | 4,972 | — | $33.35万 | 新建仓 |
| CLX | CLOROX CO DEL | $33.42万 | 0.09% | 3,225 | 0 | 0.0% | — | 重新持有 |
| VEA | VANGUARD TAX-MANAGED FDS | $34.58万 | 0.10% | 5,396 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $34.63万 | 0.10% | 6,843 | -876 | -11.3% | -$4.43万 | 减仓 |
| SRE | SEMPRA | $34.63万 | 0.10% | 3,564 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $35.14万 | 0.10% | 2,644 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $35.35万 | 0.10% | 3,677 | 197 | 5.7% | $1.89万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $35.58万 | 0.10% | 741 | 56 | 8.2% | $2.69万 | 加仓 |
| — | BITWISE ETHEREUM ETF | $36.01万 | 0.10% | 24,008 | 2,939 | 13.9% | $4.41万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $36.46万 | 0.10% | 1,932 | 145 | 8.1% | $2.74万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $37.04万 | 0.11% | 1,283 | 149 | 13.1% | $4.30万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $37.57万 | 0.11% | 15,699 | 15,699 | — | $37.57万 | 新建仓 |
| D | DOMINION ENERGY INC | $37.62万 | 0.11% | 6,085 | 291 | 5.0% | $1.80万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $38.30万 | 0.11% | 1,817 | 1,817 | — | $38.30万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $38.44万 | 0.11% | 5,200 | 380 | 7.9% | $2.81万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $38.86万 | 0.11% | 5,039 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $38.90万 | 0.11% | 8,387 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $39.25万 | 0.11% | 2,812 | -761 | -21.3% | -$10.62万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $39.87万 | 0.11% | 2,930 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $39.92万 | 0.11% | 3,175 | 0 | 0.0% | — | 不变 |
| CNX | CNX RES CORP | $40.52万 | 0.12% | 10,510 | 771 | 7.9% | $2.97万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $41.06万 | 0.12% | 2,807 | 187 | 7.1% | $2.74万 | 加仓 |
| TPR | TAPESTRY INC | $42.22万 | 0.12% | 2,992 | 2,992 | — | $42.22万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $42.66万 | 0.12% | 1,851 | 1,851 | — | $42.66万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $43.01万 | 0.12% | 7,786 | -814 | -9.5% | -$4.50万 | 减仓 |
| USB | US BANCORP | $43.13万 | 0.12% | 8,292 | -8 | -0.1% | -$416 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $43.23万 | 0.12% | 2,661 | 53 | 2.0% | $8,611 | 加仓 |
| MTUM | ISHARES TR | $44.21万 | 0.13% | 1,842 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $44.31万 | 0.13% | 2,199 | 163 | 8.0% | $3.28万 | 加仓 |
| PGR | PROGRESSIVE CORP | $45.79万 | 0.13% | 2,310 | 29 | 1.3% | $5,748 | 加仓 |
| DEO | DIAGEO PLC | $47.14万 | 0.13% | 6,332 | 3,484 | 122.3% | $25.94万 | 加仓 |
| VB | VANGUARD INDEX FDS | $47.15万 | 0.13% | 1,800 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $47.98万 | 0.14% | 5,629 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES TR | $48.47万 | 0.14% | 7,134 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $49.61万 | 0.14% | 1,640 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $49.68万 | 0.14% | 4,590 | 322 | 7.5% | $3.49万 | 加仓 |
| GLW | CORNING INC | $49.90万 | 0.14% | 3,670 | 2 | 0.1% | $272 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $50.93万 | 0.14% | 8,835 | 4,078 | 85.7% | $23.51万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $51.45万 | 0.15% | 2,516 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $52.42万 | 0.15% | 4,528 | -162 | -3.5% | -$1.88万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $52.91万 | 0.15% | 12,775 | 125 | 1.0% | $5,178 | 加仓 |
| SLV | ISHARES SILVER TR | $52.99万 | 0.15% | 7,776 | -4,310 | -35.7% | -$29.37万 | 减仓 |
| NVO | NOVO-NORDISK A S | $53.36万 | 0.15% | 14,520 | 14,520 | — | $53.36万 | 新建仓 |
| EZU | ISHARES INC | $54.15万 | 0.15% | 8,645 | 1,199 | 16.1% | $7.51万 | 加仓 |
| DOW | DOW HLDGS INC | $54.46万 | 0.15% | 13,076 | -35 | -0.3% | -$1,458 | 重新持有 |
| SGOV | ISHARES TR | $54.86万 | 0.16% | 5,450 | -558 | -9.3% | -$5.62万 | 减仓 |
| EEM | ISHARES TR | $55.62万 | 0.16% | 9,794 | 9,794 | — | $55.62万 | 新建仓 |
| WFC | WELLS FARGO & CO | $55.75万 | 0.16% | 7,003 | -195 | -2.7% | -$1.55万 | 减仓 |
| IWM | ISHARES TR | $56.28万 | 0.16% | 2,269 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $56.75万 | 0.16% | 3,991 | 3,991 | — | $56.75万 | 新建仓 |
| SNA | SNAP ON INC | $58.01万 | 0.16% | 1,597 | -15 | -0.9% | -$5,448 | 减仓 |
| WMB | WILLIAMS COS INC | $58.84万 | 0.17% | 8,085 | 108 | 1.4% | $7,860 | 加仓 |