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 |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK OF AMER CORP | $20.34万 | 0.05% | 3,569 | 3,569 | — | $20.34万 | 新建仓 |
| ASML | ASML HLDG NV | $20.29万 | 0.05% | 102 | 102 | — | $20.29万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $20.23万 | 0.05% | 200 | 200 | — | $20.23万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $20.21万 | 0.05% | 403 | 47 | 13.2% | $2.36万 | 重新持有 |
| 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 |