BROGAN FINANCIAL, INC.
KNOXVILLE TN · SEC CIK 0001889918
$2.27亿2026Q1 申报市值
56持仓数
90.4%前十大占比 · 第一大 35.9%
1 / 3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
ACIO 加仓+$103.42万
DRSK 加仓+$49.41万
OSCV 加仓+$36.86万
RSP 加仓+$28.37万
MRK 新建仓+$20.81万
2026Q1 卖出最多 按季末市值估算
FBTC 清仓-$25.98万
BR 清仓-$24.72万
R 清仓-$23.23万
DFAI 减仓-$18.19万
TSLA 减仓-$4.94万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | -3,408 | -100.0% | -$25.98万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,108 | -100.0% | -$24.72万 | 清仓 |
| R | RYDER SYS INC | $0 | 0.00% | 0 | -1,214 | -100.0% | -$23.23万 | 清仓 |
| CHE | CHEMED CORP NEW | $20.30万 | 0.09% | 537 | 26 | 5.1% | $9,830 | 加仓 |
| — | ORLA MNG LTD NEW | $20.37万 | 0.09% | 12,626 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $20.81万 | 0.09% | 1,730 | 1,730 | — | $20.81万 | 新建仓 |
| TSLA | TESLA INC | $21.93万 | 0.10% | 590 | -133 | -18.4% | -$4.94万 | 减仓 |
| PGR | PROGRESSIVE CORP | $22.32万 | 0.10% | 1,126 | 107 | 10.5% | $2.12万 | 加仓 |
| IJH | ISHARES TR | $23.53万 | 0.10% | 3,485 | 8 | 0.2% | $540 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $23.66万 | 0.10% | 669 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $25.48万 | 0.11% | 3,630 | 17 | 0.5% | $1,193 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $28.79万 | 0.13% | 1,178 | 6 | 0.5% | $1,466 | 加仓 |
| GOOG | ALPHABET INC | $28.92万 | 0.13% | 1,008 | -109 | -9.8% | -$3.13万 | 减仓 |
| LOW | LOWES COS INC | $29.60万 | 0.13% | 1,253 | 4 | 0.3% | $945 | 加仓 |
| VMC | VULCAN MATLS CO | $29.99万 | 0.13% | 1,101 | -22 | -2.0% | -$5,992 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $30.56万 | 0.13% | 448 | 1 | 0.2% | $682 | 加仓 |
| ABT | ABBOTT LABORATORIES | $31.48万 | 0.14% | 3,066 | 16 | 0.5% | $1,643 | 加仓 |
| AMT | AMERICAN TOWER CORP | $31.59万 | 0.14% | 1,831 | 130 | 7.6% | $2.24万 | 加仓 |
| BX | BLACKSTONE INC | $33.32万 | 0.15% | 2,898 | 29 | 1.0% | $3,335 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $33.39万 | 0.15% | 1,688 | -27 | -1.6% | -$5,342 | 减仓 |
| V | VISA INC | $34.38万 | 0.15% | 1,137 | 54 | 5.0% | $1.63万 | 加仓 |
| KO | COCA COLA CO | $37.35万 | 0.16% | 4,911 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $37.35万 | 0.16% | 1,299 | -33 | -2.5% | -$9,488 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $37.49万 | 0.16% | 1,270 | 3 | 0.2% | $886 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $37.88万 | 0.17% | 380 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $39.93万 | 0.18% | 611 | -10 | -1.6% | -$6,535 | 减仓 |
| J | JACOBS SOLUTIONS INC | $40.24万 | 0.18% | 3,161 | 8 | 0.3% | $1,018 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $42.76万 | 0.19% | 1,454 | -14 | -1.0% | -$4,118 | 减仓 |
| HD | HOME DEPOT INC | $46.63万 | 0.21% | 1,418 | 9 | 0.6% | $2,960 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $48.06万 | 0.21% | 5,063 | 5 | 0.1% | $475 | 加仓 |
| PWR | QUANTA SVCS INC | $48.88万 | 0.21% | 890 | 18 | 2.1% | $9,885 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $49.74万 | 0.22% | 1,038 | 2 | 0.2% | $958 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $49.90万 | 0.22% | 1,704 | 10 | 0.6% | $2,928 | 加仓 |
| NEE | NEXTERA ENERGY INC | $55.35万 | 0.24% | 5,960 | 40 | 0.7% | $3,715 | 加仓 |
| CVX | CHEVRON CORPORATION | $55.55万 | 0.24% | 2,685 | -79 | -2.9% | -$1.63万 | 减仓 |
| IWD | ISHARES TR | $56.81万 | 0.25% | 2,659 | 10 | 0.4% | $2,137 | 加仓 |
| GLD | SPDR GOLD TR | $61.57万 | 0.27% | 1,431 | -41 | -2.8% | -$1.76万 | 减仓 |
| ADME | ETF SER SOLUTIONS | $62.09万 | 0.27% | 12,561 | 386 | 3.2% | $1.91万 | 加仓 |
| ABBV | ABBVIE INC | $67.06万 | 0.29% | 3,083 | -29 | -0.9% | -$6,308 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $67.88万 | 0.30% | 9,572 | 23 | 0.2% | $1,631 | 加仓 |
| QQQ | INVESCO QQQ TR | $69.57万 | 0.31% | 1,205 | 1 | 0.1% | $577 | 加仓 |
| WMT | WALMART INC | $75.51万 | 0.33% | 6,076 | 509 | 9.1% | $6.33万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $77.18万 | 0.34% | 5,344 | -21 | -0.4% | -$3,033 | 减仓 |
| IWF | ISHARES TR | $79.40万 | 0.35% | 1,862 | 2 | 0.1% | $853 | 加仓 |
| CAT | CATERPILLAR INC | $82.13万 | 0.36% | 1,159 | -35 | -2.9% | -$2.48万 | 减仓 |
| TXN | TEXAS INSTRS INC | $86.50万 | 0.38% | 4,456 | 2 | 0.0% | $388 | 加仓 |
| AMZN | AMAZON COM INC | $90.41万 | 0.40% | 4,341 | -60 | -1.4% | -$1.25万 | 减仓 |
| — | EXXON MOBIL CORP | $96.52万 | 0.42% | 5,689 | 26 | 0.5% | $4,411 | 加仓 |
| VOO | VANGUARD INDEX FDS | $97.92万 | 0.43% | 1,639 | 8 | 0.5% | $4,780 | 加仓 |
| NVDA | NVIDIA CORPORATION | $99.46万 | 0.44% | 5,703 | 237 | 4.3% | $4.13万 | 加仓 |
| MSFT | MICROSOFT CORP | $117.81万 | 0.52% | 3,183 | -34 | -1.1% | -$1.26万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $119.75万 | 0.53% | 7,700 | 7 | 0.1% | $1,089 | 加仓 |
| AAPL | APPLE INC | $393.55万 | 1.73% | 15,507 | -48 | -0.3% | -$1.22万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $604.91万 | 2.66% | 79,031 | 183 | 0.2% | $1.40万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,446.41万 | 10.76% | 627,929 | -4,668 | -0.7% | -$18.19万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,625.40万 | 11.55% | 136,797 | 1,478 | 1.1% | $28.37万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $2,751.02万 | 12.10% | 1,006,593 | 18,078 | 1.8% | $49.41万 | 加仓 |
| OSCV | ETF SER SOLUTIONS | $3,224.69万 | 14.18% | 817,618 | 9,345 | 1.2% | $36.86万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $8,165.26万 | 35.91% | 1,945,963 | 24,647 | 1.3% | $103.42万 | 加仓 |