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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $5,297.54万 | 13.34% | 264,758 | -365 | -0.1% | -$7.30万 | 减仓 |
| AAPL | APPLE INC | $3,247.86万 | 8.18% | 112,243 | 1,812 | 1.6% | $52.43万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,611.93万 | 4.06% | 43,213 | 637 | 1.5% | $23.76万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,491.30万 | 3.75% | 45,560 | 46 | 0.1% | $1.51万 | 加仓 |
| GOOGL | ALPHABET INC | $1,342.35万 | 3.38% | 37,562 | -1,065 | -2.8% | -$38.06万 | 减仓 |
| AVGO | BROADCOM INC | $898.68万 | 2.26% | 23,790 | -17 | -0.1% | -$6,422 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $786.18万 | 1.98% | 227,088 | 10,626 | 4.9% | $36.79万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $769.99万 | 1.94% | 87,619 | 5,341 | 6.5% | $46.94万 | 加仓 |
| CSCO | CISCO SYS INC | $720.27万 | 1.81% | 61,321 | -5,255 | -7.9% | -$61.72万 | 减仓 |
| AMZN | AMAZON COM INC | $561.41万 | 1.41% | 23,555 | -373 | -1.6% | -$8.89万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $519.73万 | 1.31% | 59,215 | -4,427 | -7.0% | -$38.86万 | 减仓 |
| CB | CHUBB LTD SWITZ | $518.49万 | 1.31% | 15,217 | -124 | -0.8% | -$4.23万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $506.06万 | 1.27% | 84,782 | 4,565 | 5.7% | $27.25万 | 加仓 |
| APH | AMPHENOL CORP | $491.16万 | 1.24% | 27,856 | 22,722 | 442.6% | $400.64万 | 加仓 |
| LIN | LINDE PLC | $491.12万 | 1.24% | 9,464 | -176 | -1.8% | -$9.13万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $486.14万 | 1.22% | 13,138 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $485.66万 | 1.22% | 11,685 | 618 | 5.6% | $25.69万 | 加仓 |
| ADI | ANALOG DEVICES INC | $476.38万 | 1.20% | 11,994 | -1,353 | -10.1% | -$53.74万 | 减仓 |
| ABBV | ABBVIE INC | $470.81万 | 1.19% | 18,710 | 1,718 | 10.1% | $43.23万 | 加仓 |
| LLY | ELI LILLY & CO | $470.27万 | 1.18% | 3,921 | -50 | -1.3% | -$6.00万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $449.60万 | 1.13% | 140,631 | 16,905 | 13.7% | $54.05万 | 加仓 |
| LOW | LOWES COS INC | $423.62万 | 1.07% | 19,212 | 100 | 0.5% | $2.20万 | 加仓 |
| V | VISA INC | $409.30万 | 1.03% | 11,930 | 294 | 2.5% | $10.09万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $379.37万 | 0.96% | 41,809 | 370 | 0.9% | $3.36万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $369.11万 | 0.93% | 13,126 | 541 | 4.3% | $15.21万 | 加仓 |
| RTX | RTX CORPORATION | $360.20万 | 0.91% | 18,985 | -3,167 | -14.3% | -$60.09万 | 减仓 |
| IJH | ISHARES TR | $353.89万 | 0.89% | 45,894 | -584 | -1.3% | -$4.50万 | 减仓 |
| DIS | DISNEY WALT CO | $348.68万 | 0.88% | 36,226 | 32 | 0.1% | $3,080 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $331.14万 | 0.83% | 35,367 | 1,742 | 5.2% | $16.31万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $325.38万 | 0.82% | 22,189 | 688 | 3.2% | $10.09万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $317.84万 | 0.80% | 8,972 | 20 | 0.2% | $7,085 | 加仓 |
| BLK | BLACKROCK INC | $311.00万 | 0.78% | 3,234 | 18 | 0.6% | $1.73万 | 加仓 |
| GOOG | ALPHABET INC | $295.47万 | 0.74% | 8,362 | -116 | -1.4% | -$4.10万 | 减仓 |
| MRK | MERCK & CO INC | $292.16万 | 0.74% | 22,736 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $286.40万 | 0.72% | 9,097 | 1,613 | 21.6% | $50.78万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $285.32万 | 0.72% | 5,702 | -24 | -0.4% | -$1.20万 | 减仓 |
| CVX | CHEVRON CORPORATION | $277.33万 | 0.70% | 16,731 | 1,058 | 6.8% | $17.54万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $270.15万 | 0.68% | 14,933 | 115 | 0.8% | $2.08万 | 加仓 |
| PLD | PROLOGIS INC. | $260.09万 | 0.65% | 19,199 | -106 | -0.5% | -$1.44万 | 减仓 |
| O | REALTY INCOME CORP | $257.65万 | 0.65% | 41,583 | 659 | 1.6% | $4.08万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $257.59万 | 0.65% | 15,946 | 747 | 4.9% | $12.07万 | 加仓 |
| SNOW | SNOWFLAKE INC | $249.38万 | 0.63% | 9,799 | 1,838 | 23.1% | $46.78万 | 加仓 |
| GLDM | WORLD GOLD TR | $206.16万 | 0.52% | 25,958 | 1,749 | 7.2% | $13.89万 | 加仓 |
| XYL | XYLEM INC | $205.19万 | 0.52% | 17,358 | 479 | 2.8% | $5.66万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $203.02万 | 0.51% | 16,491 | 231 | 1.4% | $2.84万 | 加仓 |
| IVV | ISHARES TR | $201.52万 | 0.51% | 2,691 | -46 | -1.7% | -$3.44万 | 减仓 |
| VO | VANGUARD INDEX FDS | $197.81万 | 0.50% | 24,551 | -333 | -1.3% | -$2.68万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $189.88万 | 0.48% | 102,473 | 22,137 | 27.6% | $41.02万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $187.99万 | 0.47% | 16,654 | -4,681 | -21.9% | -$52.84万 | 减仓 |
| BIL | SPDR SERIES TRUST | $182.90万 | 0.46% | 19,958 | 4,576 | 29.7% | $41.94万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $173.74万 | 0.44% | 72,421 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $171.75万 | 0.43% | 3,344 | -58 | -1.7% | -$2.98万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $167.98万 | 0.42% | 27,332 | 940 | 3.6% | $5.78万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $165.23万 | 0.42% | 3,364 | 24 | 0.7% | $1.18万 | 加仓 |
| GABC | GERMAN AMERN BANCORP INC | $163.12万 | 0.41% | 34,369 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $158.16万 | 0.40% | 91,528 | 18,978 | 26.2% | $32.79万 | 加仓 |
| QCOM | QUALCOMM INC | $153.33万 | 0.39% | 8,298 | -612 | -6.9% | -$11.31万 | 减仓 |
| SBUX | STARBUCKS CORP | $150.06万 | 0.38% | 14,685 | -2,056 | -12.3% | -$21.01万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $148.82万 | 0.37% | 2,921 | -188 | -6.0% | -$9.58万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $148.64万 | 0.37% | 47,024 | 3,896 | 9.0% | $12.32万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $146.63万 | 0.37% | 15,107 | -202 | -1.3% | -$1.96万 | 减仓 |
| BX | BLACKSTONE INC | $143.64万 | 0.36% | 12,207 | 721 | 6.3% | $8.48万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $136.00万 | 0.34% | 24,079 | 852 | 3.7% | $4.81万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $129.87万 | 0.33% | 15,077 | -217 | -1.4% | -$1.87万 | 减仓 |
| FAST | FASTENAL CO | $119.12万 | 0.30% | 24,801 | -167 | -0.7% | -$8,021 | 减仓 |
| ETR | ENTERGY CORP NEW | $113.54万 | 0.29% | 9,885 | 4,481 | 82.9% | $51.47万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $111.62万 | 0.28% | 5,122 | -413 | -7.5% | -$9.00万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $105.49万 | 0.27% | 4,154 | -89 | -2.1% | -$2.26万 | 减仓 |
| SHLD | GLOBAL X FDS | $103.44万 | 0.26% | 17,324 | 1,317 | 8.2% | $7.86万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $102.15万 | 0.26% | 16,804 | 1,321 | 8.5% | $8.03万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $99.91万 | 0.25% | 23,603 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $99.19万 | 0.25% | 3,669 | 601 | 19.6% | $16.25万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $99.03万 | 0.25% | 23,390 | 780 | 3.4% | $3.30万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $98.52万 | 0.25% | 1,597 | 74 | 4.9% | $4.56万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $95.61万 | 0.24% | 5,845 | 78 | 1.4% | $1.28万 | 加仓 |
| SGOV | ISHARES TR | $95.42万 | 0.24% | 9,478 | 4,028 | 73.9% | $40.55万 | 加仓 |
| GLW | CORNING INC | $93.76万 | 0.24% | 3,670 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $91.37万 | 0.23% | 977 | 23 | 2.4% | $2.15万 | 加仓 |
| DE | DEERE & CO | $89.88万 | 0.23% | 1,417 | 24 | 1.7% | $1.52万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $88.11万 | 0.22% | 18,668 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $86.25万 | 0.22% | 5,322 | 5,322 | — | $86.25万 | 新建仓 |
| VLUE | ISHARES TR | $85.34万 | 0.21% | 4,271 | 280 | 7.0% | $5.59万 | 加仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $83.34万 | 0.21% | 13,023 | 13,023 | — | $83.34万 | 新建仓 |
| WMT | WALMART INC | $82.29万 | 0.21% | 7,265 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $81.41万 | 0.20% | 3,440 | 87 | 2.6% | $2.06万 | 加仓 |
| EME | EMCOR GROUP INC | $80.17万 | 0.20% | 966 | 53 | 5.8% | $4.40万 | 加仓 |
| GEV | GE VERNOVA INC | $79.32万 | 0.20% | 675 | -360 | -34.8% | -$42.30万 | 减仓 |
| AMAT | APPLIED MATLS INC | $79.24万 | 0.20% | 1,096 | 1,096 | — | $79.24万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $78.37万 | 0.20% | 4,231 | 250 | 6.3% | $4.63万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $76.89万 | 0.19% | 20,917 | 13 | 0.1% | $478 | 加仓 |
| MO | ALTRIA GROUP INC | $76.27万 | 0.19% | 10,600 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $76.09万 | 0.19% | 2,976 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $75.76万 | 0.19% | 5,996 | -62 | -1.0% | -$7,833 | 减仓 |
| FIX | COMFORT SYS USA INC | $73.34万 | 0.18% | 370 | -218 | -37.1% | -$43.21万 | 减仓 |
| NVO | NOVO-NORDISK A S | $71.67万 | 0.18% | 14,950 | 430 | 3.0% | $2.06万 | 加仓 |
| EEM | ISHARES TR | $71.13万 | 0.18% | 10,397 | 603 | 6.2% | $4.13万 | 加仓 |
| HD | HOME DEPOT INC | $69.22万 | 0.17% | 1,963 | 1 | 0.1% | $353 | 加仓 |
| IWM | ISHARES TR | $68.07万 | 0.17% | 2,266 | -3 | -0.1% | -$901 | 减仓 |
| VHT | VANGUARD WORLD FD | $65.60万 | 0.17% | 2,194 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $64.26万 | 0.16% | 1,597 | 0 | 0.0% | — | 不变 |