13F 机构持仓

BRADY FAMILY WEALTH, LLC

SAINT LOUIS MO · SEC CIK 0001971456

2026Q22026Q1 更早 9 个季度 🔒
$3.46亿2026Q2 申报市值
113持仓数
37.7%前十大占比 · 第一大 8.1%
8 / 6新建仓 / 清仓
申报市值走势$3.46亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 8.1%
GOOGL 6.0%
AVGO 4.5%
MSFT 4.3%
CSCO 2.9%
ADI 2.5%
LOW 2.5%
TXN 2.4%
V 2.3%
BLK 2.2%

2026Q2 买入最多 按季末市值估算

APH 加仓+$97.21万
SHY 加仓+$66.92万
NVDA 加仓+$63.81万
ETN 加仓+$40.99万
SCHB 新建仓+$39.81万

2026Q2 卖出最多 按季末市值估算

AAPL 减仓-$101.80万
ADP 减仓-$64.14万
ACN 减仓-$56.19万
GOOGL 减仓-$51.71万
CB 减仓-$46.95万

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
CRM SALESFORCE INC $00.00%0 -2,369-100.0% -$44.21万 清仓
TSCO TRACTOR SUPPLY CO $00.00%0 -6,101-100.0% -$27.64万 清仓
COP CONOCOPHILLIPS $00.00%0 -1,850-100.0% -$24.42万 清仓
NJR NEW JERSEY RES CORP $00.00%0 -4,265-100.0% -$23.42万 清仓
— HONEYWELL INTL INC $00.00%0 -996-100.0% -$22.51万 清仓
TMUS T-MOBILE US INC $00.00%0 -989-100.0% -$20.77万 清仓
VUG VANGUARD INDEX FDS $20.79万0.06%2,413 2,413— $20.79万 新建仓
WEC WEC ENERGY GROUP INC $20.90万0.06%1,790 -14-0.8% -$1,635 减仓
NAK NORTHERN DYNASTY MINERALS LT $21.12万0.06%110,000 00.0% — 不变
IWB ISHARES TR $22.77万0.07%556 556— $22.77万 新建仓
FYX FIRST TR EXCHANGE-TRADED ALP $23.95万0.07%1,660 -158-8.7% -$2.28万 重新持有
RF REGIONS FINANCIAL CORP NEW $23.98万0.07%7,939 -12-0.2% -$362 减仓
DLN WISDOMTREE TR $25.21万0.07%2,617 00.0% — 不变
DHR DANAHER CORP DEL $25.38万0.07%1,332 -2-0.1% -$381 减仓
HD HOME DEPOT INC $25.46万0.07%722 -11-1.5% -$3,879 减仓
GLW CORNING INC $25.54万0.07%1,000 1,000— $25.54万 新建仓
SCHF SCHWAB STRATEGIC TR $27.60万0.08%9,965 9,965— $27.60万 新建仓
AEE AMEREN CORP $27.79万0.08%2,458 00.0% — 不变
LIN LINDE PLC $27.92万0.08%538 -4-0.7% -$2,076 减仓
OMC OMNICOM GROUP INC $27.98万0.08%3,842 00.0% — 不变
XLC SELECT SECTOR SPDR TR $28.79万0.08%2,687 00.0% — 不变
MCHP MICROCHIP TECHNOLOGY INC. $29.18万0.08%3,200 00.0% — 不变
FTSM FIRST TR EXCHANGE-TRADED FD $29.58万0.09%4,953 -1-0.0% -$60 减仓
XLV SELECT SECTOR SPDR TR $30.07万0.09%1,895 -1-0.1% -$159 减仓
IWP ISHARES TR $30.97万0.09%2,115 00.0% — 不变
WFC WELLS FARGO & CO $34.32万0.10%4,153 10.0% $83 加仓
ICE INTERCONTINENTAL EXCHANGE IN $36.22万0.10%2,942 42917.1% $5.28万 加仓
FTNT FORTINET INC $37.84万0.11%2,463 -3-0.1% -$461 减仓
— EXXON MOBIL CORP $38.22万0.11%2,795 -5-0.2% -$684 减仓
INTC INTEL CORP $39.01万0.11%2,794 2,794— $39.01万 新建仓
SHV ISHARES TR $39.47万0.11%3,577 3,577— $39.47万 新建仓
TBIL RBB FD INC $39.64万0.11%7,951 7,951— $39.64万 新建仓
SCHB SCHWAB STRATEGIC TR $39.81万0.11%13,746 13,746— $39.81万 新建仓
CMI CUMMINS INC $40.87万0.12%573 00.0% — 不变
DES WISDOMTREE TR $41.39万0.12%10,174 00.0% — 不变
IEMG ISHARES INC $42.02万0.12%5,073 511.0% $4,225 加仓
GLD SPDR GOLD TR $42.22万0.12%1,146 22023.8% $8.10万 加仓
MDLZ MONDELEZ INTL INC $43.20万0.12%7,469 -49-0.7% -$2,834 减仓
MPC MARATHON PETE CORP $44.23万0.13%1,730 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $44.66万0.13%1,588 00.0% — 不变
TFC TRUIST FINL CORP $47.68万0.14%9,570 -11-0.1% -$548 减仓
GWW WW GRAINGER INC $52.92万0.15%389 00.0% — 不变
LMT LOCKHEED MARTIN CORP $54.05万0.16%1,061 90.9% $4,585 加仓
DGRO ISHARES TR $54.22万0.16%7,154 110.2% $834 加仓
RTX RTX CORPORATION $59.47万0.17%3,134 1,19661.7% $22.69万 加仓
MRK MERCK & CO INC $61.35万0.18%4,774 -1,307-21.5% -$16.79万 减仓
NOBL PROSHARES TR $62.87万0.18%11,194 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $70.53万0.20%1,697 -171-9.2% -$7.11万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.22%1 00.0% — 不变
AGG ISHARES TR $78.90万0.23%7,971 00.0% — 不变
QQQ INVESCO QQQ TR $78.94万0.23%1,072 545.3% $3.98万 加仓
IWR ISHARES TR $81.53万0.24%7,390 00.0% — 不变
MA MASTERCARD INCORPORATED $89.11万0.26%1,735 -114-6.2% -$5.86万 减仓
DON WISDOMTREE TR $90.63万0.26%16,034 00.0% — 不变
EMR EMERSON ELEC CO $92.59万0.27%6,468 -7-0.1% -$1,002 减仓
ECL ECOLAB INC $103.92万0.30%3,730 1253.5% $3.48万 加仓
LHX L3HARRIS TECHNOLOGIES INC $109.17万0.32%3,757 1654.6% $4.79万 加仓
WM WASTE MGMT INC DEL $109.92万0.32%4,932 1713.6% $3.81万 加仓
IWM ISHARES TR $132.93万0.38%4,424 00.0% — 不变
SO SOUTHERN CO $135.77万0.39%14,186 00.0% — 不变
KO COCA COLA CO $145.52万0.42%17,906 -389-2.1% -$3.16万 减仓
UNP UNION PAC CORP $150.47万0.43%5,532 00.0% — 不变
XLK SELECT SECTOR SPDR TR $162.04万0.47%8,505 630.7% $1.20万 加仓
GOOG ALPHABET INC $167.53万0.48%4,742 00.0% — 不变
ABBV ABBVIE INC $168.98万0.49%6,715 -7-0.1% -$1,761 减仓
CVX CHEVRON CORPORATION $176.69万0.51%10,659 -45-0.4% -$7,459 减仓
NEE NEXTERA ENERGY INC $178.09万0.51%20,291 3271.6% $2.87万 加仓
USB US BANCORP $178.87万0.52%29,615 -25-0.1% -$1,510 减仓
JPST J P MORGAN EXCHANGE TRADED F $183.75万0.53%36,335 7,48525.9% $37.85万 加仓
MDT MEDTRONIC PLC $191.80万0.55%24,517 -1,415-5.5% -$11.07万 减仓
ACN ACCENTURE PLC IRELAND $195.34万0.56%15,697 -4,515-22.3% -$56.19万 减仓
NSC NORFOLK SOUTHN CORP $196.25万0.57%6,238 00.0% — 不变
AFL AFLAC INC $201.68万0.58%17,201 -94-0.5% -$1.10万 减仓
IJR ISHARES TR $207.19万0.60%13,970 70.1% $1,038 加仓
LLY ELI LILLY & CO $217.94万0.63%1,817 1297.6% $15.47万 加仓
WMT WALMART INC $226.98万0.66%20,041 4952.5% $5.61万 加仓
LQD ISHARES TR $227.84万0.66%20,889 1,0925.5% $11.91万 加仓
BAC BANK OF AMER CORP $239.70万0.69%42,067 -15-0.0% -$855 减仓
IJH ISHARES TR $256.20万0.74%33,225 -865-2.5% -$6.67万 减仓
IEFA ISHARES TR $258.52万0.75%26,767 1,8007.2% $17.38万 加仓
SPGI S&P GLOBAL INC $283.65万0.82%6,965 -697-9.1% -$28.39万 减仓
ETN EATON CORP PLC $288.66万0.83%6,774 96216.6% $40.99万 加仓
MCD MCDONALDS CORP $317.35万0.92%11,740 -148-1.2% -$4.00万 减仓
SBUX STARBUCKS CORP $323.70万0.93%31,677 -1,934-5.8% -$19.76万 减仓
ADP AUTOMATIC DATA PROCESSING IN $339.34万0.98%15,152 -2,864-15.9% -$64.14万 减仓
BR BROADRIDGE FINL SOLUTIONS IN $345.72万1.00%25,244 -2,541-9.1% -$34.80万 减仓
PG PROCTER & GAMBLE CO $374.92万1.08%25,567 3421.4% $5.02万 加仓
APD AIR PRODUCTS AND CHEMICALS I $380.05万1.10%12,963 1060.8% $3.11万 加仓
PEP PEPSICO INC $423.56万1.22%31,282 -748-2.3% -$10.13万 减仓
NEAR ISHARES U S ETF TR $430.13万1.24%84,905 1,4171.7% $7.18万 加仓
APH AMPHENOL CORP $432.23万1.25%24,514 5,51329.0% $97.21万 加仓
META META PLATFORMS INC $436.27万1.26%7,745 -22-0.3% -$1.24万 减仓
ITW ILLINOIS TOOL WKS INC $459.24万1.33%16,979 1180.7% $3.19万 加仓
COST COSTCO WHOLESALE CORPORATION $482.01万1.39%5,153 2715.6% $25.35万 加仓
GD GENERAL DYNAMICS CORP $484.52万1.40%13,678 2511.9% $8.89万 加仓
ABT ABBOTT LABORATORIES $495.62万1.43%54,620 -2,119-3.7% -$19.23万 减仓
TJX TJX COS INC NEW $556.12万1.61%36,708 -287-0.8% -$4.35万 减仓
NVDA NVIDIA CORPORATION $572.24万1.65%28,599 3,18912.6% $63.81万 加仓
PSX PHILLIPS 66 $594.85万1.72%35,188 -1,030-2.8% -$17.41万 减仓
AMGN AMGEN INC $604.44万1.74%16,692 -87-0.5% -$3.15万 减仓