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 |
|---|---|---|---|---|---|---|---|---|
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -10,759 | -100.0% | -$127.18万 | 清仓 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | -5,339 | -100.0% | -$60.39万 | 清仓 |
| BITB | BITWISE BITCOIN ETF TR | $0 | 0.00% | 0 | -16,321 | -100.0% | -$60.08万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -4,590 | -100.0% | -$49.68万 | 清仓 |
| ENSG | ENSIGN GROUP INC | $0 | 0.00% | 0 | -2,199 | -100.0% | -$44.31万 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | -1,842 | -100.0% | -$44.21万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,807 | -100.0% | -$41.06万 | 清仓 |
| CNX | CNX RES CORP | $0 | 0.00% | 0 | -10,510 | -100.0% | -$40.52万 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -5,200 | -100.0% | -$38.44万 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -1,932 | -100.0% | -$36.46万 | 清仓 |
| — | BITWISE ETHEREUM ETF | $0 | 0.00% | 0 | -24,008 | -100.0% | -$36.01万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -741 | -100.0% | -$35.58万 | 清仓 |
| EVR | EVERCORE INC | $0 | 0.00% | 0 | -894 | -100.0% | -$26.69万 | 清仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $0 | 0.00% | 0 | -922 | -100.0% | -$26.03万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,136 | -100.0% | -$20.69万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $20.21万 | 0.05% | 403 | 47 | 13.2% | $2.36万 | 重新持有 |
| GS | GOLDMAN SACHS GROUP INC | $20.23万 | 0.05% | 200 | 200 | — | $20.23万 | 新建仓 |
| ASML | ASML HLDG NV | $20.29万 | 0.05% | 102 | 102 | — | $20.29万 | 新建仓 |
| BAC | BANK OF AMER CORP | $20.34万 | 0.05% | 3,569 | 3,569 | — | $20.34万 | 新建仓 |
| WRB | BERKLEY W R CORP | $20.47万 | 0.05% | 2,902 | 2,902 | — | $20.47万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $20.80万 | 0.05% | 1,248 | 1,248 | — | $20.80万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $21.00万 | 0.05% | 853 | 853 | — | $21.00万 | 新建仓 |
| WFC | WELLS FARGO & CO | $21.49万 | 0.05% | 2,600 | -4,403 | -62.9% | -$36.39万 | 减仓 |
| DLTR | DOLLAR TREE INC | $22.04万 | 0.06% | 1,822 | -261 | -12.5% | -$3.16万 | 重新持有 |
| SPYD | SPDR SERIES TRUST | $22.48万 | 0.06% | 4,712 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $23.49万 | 0.06% | 8,332 | 319 | 4.0% | $8,993 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $24.06万 | 0.06% | 794 | 794 | — | $24.06万 | 新建仓 |
| COP | CONOCOPHILLIPS | $24.07万 | 0.06% | 2,315 | 28 | 1.2% | $2,911 | 加仓 |
| AFL | AFLAC INC | $24.15万 | 0.06% | 2,060 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $24.16万 | 0.06% | 801 | 11 | 1.4% | $3,318 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $24.64万 | 0.06% | 516 | 516 | — | $24.64万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $24.69万 | 0.06% | 1,984 | -10,357 | -83.9% | -$128.88万 | 减仓 |
| TOL | TOLL BROTHERS INC | $24.71万 | 0.06% | 1,500 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $24.91万 | 0.06% | 1,982 | 23 | 1.2% | $2,891 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $25.28万 | 0.06% | 2,574 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $25.81万 | 0.06% | 843 | -60 | -6.6% | -$1.84万 | 减仓 |
| NFLX | NETFLIX INC. | $26.25万 | 0.07% | 3,677 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $26.27万 | 0.07% | 3,022 | 50 | 1.7% | $4,347 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $26.64万 | 0.07% | 1,082 | -35 | -3.1% | -$8,618 | 减仓 |
| ORCL | ORACLE CORP | $26.92万 | 0.07% | 1,837 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $26.97万 | 0.07% | 5,073 | 1 | 0.0% | $53 | 加仓 |
| VOO | VANGUARD INDEX FDS | $27.40万 | 0.07% | 399 | -6 | -1.5% | -$4,120 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $27.97万 | 0.07% | 565 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $28.44万 | 0.07% | 386 | 386 | — | $28.44万 | 新建仓 |
| GE | GE AEROSPACE | $28.61万 | 0.07% | 766 | -32 | -4.0% | -$1.20万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $28.91万 | 0.07% | 1,535 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $28.95万 | 0.07% | 1,064 | 2 | 0.2% | $544 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $28.98万 | 0.07% | 1,278 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $29.00万 | 0.07% | 2,077 | 2,077 | — | $29.00万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $29.19万 | 0.07% | 1,303 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $29.32万 | 0.07% | 5,409 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $29.42万 | 0.07% | 3,195 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $30.54万 | 0.08% | 2,134 | 201 | 10.4% | $2.88万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $30.97万 | 0.08% | 6,284 | 0 | 0.0% | — | 不变 |
| CHH | CHOICE HOTELS INTL INC | $31.54万 | 0.08% | 2,868 | 0 | 0.0% | — | 不变 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $32.94万 | 0.08% | 2,983 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $33.04万 | 0.08% | 3,564 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $33.42万 | 0.08% | 3,998 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $33.67万 | 0.08% | 4,189 | -2,143 | -33.8% | -$17.23万 | 减仓 |
| DOW | DOW HLDGS INC | $34.86万 | 0.09% | 12,740 | -336 | -2.6% | -$9,193 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $34.88万 | 0.09% | 6,897 | 54 | 0.8% | $2,731 | 加仓 |
| PAYX | PAYCHEX INC | $34.93万 | 0.09% | 3,552 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $35.00万 | 0.09% | 1,583 | 1,583 | — | $35.00万 | 新建仓 |
| HON | HONEYWELL INTL INC | $35.44万 | 0.09% | 1,583 | -1,594 | -50.2% | -$35.69万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $35.96万 | 0.09% | 3,163 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $37.38万 | 0.09% | 1,283 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $37.57万 | 0.09% | 3,631 | -381 | -9.5% | -$3.94万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $37.67万 | 0.09% | 2,751 | 90 | 3.4% | $1.23万 | 加仓 |
| D | DOMINION ENERGY INC | $38.09万 | 0.10% | 5,578 | -507 | -8.3% | -$3.46万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $38.45万 | 0.10% | 5,396 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $38.55万 | 0.10% | 2,930 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $39.55万 | 0.10% | 8,387 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $39.67万 | 0.10% | 2,322 | 2,322 | — | $39.67万 | 新建仓 |
| CSX | CSX CORP | $40.50万 | 0.10% | 8,521 | 3,000 | 54.3% | $14.26万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $40.82万 | 0.10% | 16,588 | 889 | 5.7% | $2.19万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $40.93万 | 0.10% | 477 | 477 | — | $40.93万 | 新建仓 |
| CLX | CLOROX CO DEL | $41.04万 | 0.10% | 4,300 | 1,075 | 33.3% | $10.26万 | 加仓 |
| KLAC | KLA CORP | $42.79万 | 0.11% | 1,418 | 1,418 | — | $42.79万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $43.08万 | 0.11% | 5,039 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $44.42万 | 0.11% | 8,308 | 532 | 6.8% | $2.84万 | 加仓 |
| TPR | TAPESTRY INC | $46.73万 | 0.12% | 3,193 | 201 | 6.7% | $2.94万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $46.79万 | 0.12% | 5,375 | 403 | 8.1% | $3.51万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $46.94万 | 0.12% | 7,786 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $47.29万 | 0.12% | 1,995 | 178 | 9.8% | $4.22万 | 加仓 |
| NTRS | NORTHERN TR CORP | $48.88万 | 0.12% | 2,812 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $48.97万 | 0.12% | 2,516 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $49.42万 | 0.12% | 1,843 | 1,843 | — | $49.42万 | 新建仓 |
| USB | US BANCORP | $49.97万 | 0.13% | 8,274 | -18 | -0.2% | -$1,087 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $50.37万 | 0.13% | 2,644 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $50.62万 | 0.13% | 8,751 | -84 | -1.0% | -$4,859 | 减仓 |
| PWR | QUANTA SVCS INC | $50.97万 | 0.13% | 708 | 708 | — | $50.97万 | 新建仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $51.10万 | 0.13% | 6,269 | 6,269 | — | $51.10万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $51.61万 | 0.13% | 5,629 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $51.65万 | 0.13% | 2,365 | 55 | 2.4% | $1.20万 | 加仓 |
| HSY | HERSHEY CO | $52.33万 | 0.13% | 2,983 | 62 | 2.1% | $1.09万 | 加仓 |
| DTH | WISDOMTREE TR | $52.81万 | 0.13% | 9,759 | 9,759 | — | $52.81万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $52.87万 | 0.13% | 4,528 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $53.10万 | 0.13% | 3,884 | 213 | 5.8% | $2.91万 | 加仓 |
| STT | STATE STR CORP | $53.58万 | 0.13% | 3,175 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $53.80万 | 0.14% | 2,001 | 150 | 8.1% | $4.03万 | 加仓 |