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
CAT CATERPILLAR INC $636.61万1.84%5,978 -91-1.5% -$9.69万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $664.47万1.92%13,279 -68-0.5% -$3.40万 减仓
AMZN AMAZON COM INC $676.08万1.95%28,366 -1,225-4.1% -$29.20万 减仓
JNJ JOHNSON & JOHNSON $685.82万1.98%27,004 -1,342-4.7% -$34.08万 减仓
CB CHUBB LIMITED $697.66万2.01%20,475 -1,378-6.3% -$46.95万 减仓
JPM JPMORGAN CHASE & CO $704.88万2.03%21,534 1,1295.5% $36.96万 加仓
IVV ISHARES TR $727.53万2.10%9,715 941.0% $7.04万 加仓
SYK STRYKER CORPORATION $729.56万2.11%23,172 6602.9% $20.78万 加仓
SHY ISHARES TR $764.83万2.21%93,147 8,1509.6% $66.92万 加仓
BLK BLACKROCK INC $766.51万2.21%7,972 851.1% $8.17万 加仓
V VISA INC $798.21万2.30%23,265 -140-0.6% -$4.80万 减仓
TXN TEXAS INSTRS INC $818.11万2.36%27,447 -1,033-3.6% -$30.79万 减仓
LOW LOWES COS INC $855.60万2.47%38,805 -358-0.9% -$7.89万 减仓
ADI ANALOG DEVICES INC $876.09万2.53%22,058 -1,133-4.9% -$45.00万 减仓
CSCO CISCO SYS INC $998.99万2.88%85,049 -3,576-4.0% -$42.00万 减仓
MSFT MICROSOFT CORP $1,503.32万4.34%40,301 1530.4% $5.71万 加仓
AVGO BROADCOM INC $1,557.64万4.50%41,235 -209-0.5% -$7.89万 减仓
GOOGL ALPHABET INC $2,076.58万5.99%58,107 -1,447-2.4% -$51.71万 减仓
AAPL APPLE INC $2,815.48万8.13%97,300 -3,518-3.5% -$101.80万 减仓