BRADY FAMILY WEALTH, LLC
SAINT LOUIS MO · SEC CIK 0001971456
$3.21亿2026Q1 申报市值
110持仓数
36.2%前十大占比 · 第一大 8.0%
4 / 4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
APH 新建仓+$240.08万
ETN 新建仓+$207.88万
SHY 加仓+$108.17万
SO 加仓+$73.41万
IEFA 加仓+$69.02万
2026Q1 卖出最多 按季末市值估算
CRM 减仓-$222.04万
NKE 清仓-$177.62万
SBUX 减仓-$56.50万
GOOGL 减仓-$31.09万
BDX 清仓-$30.60万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $639.59万 | 1.99% | 13,347 | 605 | 4.7% | $28.99万 | 加仓 |
| PSX | PHILLIPS 66 | $659.82万 | 2.06% | 36,218 | 1,431 | 4.1% | $26.07万 | 加仓 |
| CSCO | CISCO SYS INC | $687.64万 | 2.14% | 88,625 | 1,585 | 1.8% | $12.30万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $692.89万 | 2.16% | 28,346 | -177 | -0.6% | -$4.33万 | 减仓 |
| SHY | ISHARES TR | $701.82万 | 2.19% | 84,997 | 13,100 | 18.2% | $108.17万 | 加仓 |
| V | VISA INC | $707.40万 | 2.21% | 23,405 | 663 | 2.9% | $20.04万 | 加仓 |
| CB | CHUBB LTD SWITZ | $712.24万 | 2.22% | 21,853 | 108 | 0.5% | $3.52万 | 加仓 |
| ADI | ANALOG DEVICES INC | $737.80万 | 2.30% | 23,191 | -148 | -0.6% | -$4.71万 | 减仓 |
| SYK | STRYKER CORPORATION | $739.73万 | 2.31% | 22,512 | 565 | 2.6% | $18.57万 | 加仓 |
| BLK | BLACKROCK INC | $758.54万 | 2.37% | 7,887 | 183 | 2.4% | $17.60万 | 加仓 |
| LOW | LOWES COS INC | $925.35万 | 2.89% | 39,163 | 444 | 1.1% | $10.49万 | 加仓 |
| AVGO | BROADCOM INC | $1,282.72万 | 4.00% | 41,444 | 940 | 2.3% | $29.09万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,486.16万 | 4.63% | 40,148 | 1,058 | 2.7% | $39.16万 | 加仓 |
| GOOGL | ALPHABET INC | $1,712.54万 | 5.34% | 59,554 | -1,081 | -1.8% | -$31.09万 | 减仓 |
| AAPL | APPLE INC | $2,558.66万 | 7.98% | 100,818 | 275 | 0.3% | $6.98万 | 加仓 |