13F 机构持仓

BRADY FAMILY WEALTH, LLC

SAINT LOUIS MO · SEC CIK 0001971456

2026Q22026Q1 更早 9 个季度 🔒
$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
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 8.0%
GOOGL 5.3%
MSFT 4.6%
AVGO 4.0%
LOW 2.9%
BLK 2.4%
SYK 2.3%
ADI 2.3%
CB 2.2%
V 2.2%

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
NKE NIKE INC $00.00%0 -27,879-100.0% -$177.62万 清仓
BDX BECTON DICKINSON & CO $00.00%0 -1,577-100.0% -$30.60万 清仓
INTU INTUIT $00.00%0 -447-100.0% -$29.61万 清仓
FYX FIRST TR EXCHANGE-TRADED ALP $00.00%0 —— — 申报中断
FDS FACTSET RESH SYS INC $00.00%0 -696-100.0% -$20.20万 清仓
NAK NORTHERN DYNASTY MINERALS LT $15.40万0.05%110,000 00.0% — 不变
FTNT FORTINET INC $20.15万0.06%2,466 00.0% — 重新持有
MCHP MICROCHIP TECHNOLOGY INC. $20.68万0.06%3,200 00.0% — 不变
RF REGIONS FINANCIAL CORP NEW $20.77万0.06%7,951 00.0% — 不变
TMUS T-MOBILE US INC $20.77万0.06%989 00.0% — 不变
WEC WEC ENERGY GROUP INC $20.88万0.07%1,804 -61-3.3% -$7,062 重新持有
— HONEYWELL INTL INC $22.51万0.07%996 -602-37.7% -$13.61万 减仓
DLN WISDOMTREE TR $23.38万0.07%2,617 00.0% — 不变
NJR NEW JERSEY RES CORP $23.42万0.07%4,265 00.0% — 重新持有
HD HOME DEPOT INC $24.11万0.08%733 -38-4.9% -$1.25万 减仓
COP CONOCOPHILLIPS $24.42万0.08%1,850 1,850— $24.42万 新建仓
DHR DANAHER CORP DEL $25.30万0.08%1,334 00.0% — 不变
LIN LINDE PLC $26.87万0.08%542 -4-0.7% -$1,983 减仓
AEE AMEREN CORP $27.02万0.08%2,458 00.0% — 不变
IWP ISHARES TR $27.10万0.08%2,115 00.0% — 不变
TSCO TRACTOR SUPPLY CO $27.64万0.09%6,101 00.0% — 不变
XLV SELECT SECTOR SPDR TR $27.80万0.09%1,896 -7-0.4% -$1,026 减仓
OMC OMNICOM GROUP INC $28.93万0.09%3,842 00.0% — 不变
FTSM FIRST TR EXCHANGE-TRADED FD $29.61万0.09%4,954 -67-1.3% -$4,005 减仓
XLC SELECT SECTOR SPDR TR $29.79万0.09%2,687 00.0% — 不变
CMI CUMMINS INC $30.83万0.10%573 00.0% — 不变
WFC WELLS FARGO & CO $33.06万0.10%4,152 1493.7% $1.19万 加仓
IEMG ISHARES INC $35.03万0.11%5,022 -74-1.5% -$5,162 减仓
DES WISDOMTREE TR $36.57万0.11%10,174 00.0% — 不变
RTX RTX CORPORATION $37.39万0.12%1,938 -3-0.2% -$579 减仓
IBM INTERNATIONAL BUSINESS MACHS $38.49万0.12%1,588 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $39.53万0.12%2,513 00.0% — 不变
GLD SPDR GOLD TR $39.84万0.12%926 926— $39.84万 新建仓
MPC MARATHON PETE CORP $42.24万0.13%1,730 00.0% — 不变
GWW WW GRAINGER INC $42.43万0.13%389 13150.8% $14.29万 加仓
MDLZ MONDELEZ INTL INC $43.33万0.14%7,518 821.1% $4,727 加仓
TFC TRUIST FINL CORP $44.04万0.14%9,581 00.0% — 不变
CRM SALESFORCE INC $44.21万0.14%2,369 -11,897-83.4% -$222.04万 减仓
— EXXON MOBIL CORP $47.51万0.15%2,800 572.1% $9,672 加仓
DGRO ISHARES TR $50.13万0.16%7,143 40.1% $281 加仓
UNH UNITEDHEALTH GROUP INC $50.55万0.16%1,868 -987-34.6% -$26.71万 减仓
QQQ INVESCO QQQ TR $58.75万0.18%1,018 272.7% $1.56万 加仓
NOBL PROSHARES TR $59.33万0.19%5,597 00.0% — 不变
LMT LOCKHEED MARTIN CORP $63.58万0.20%1,052 00.0% — 不变
BRK/A BERKSHIRE HATHAWAY INC DEL $71.81万0.22%1 00.0% — 不变
IWR ISHARES TR $71.86万0.22%7,390 -7-0.1% -$681 减仓
MRK MERCK & CO INC $73.15万0.23%6,081 00.0% — 不变
AGG ISHARES TR $79.13万0.25%7,971 00.0% — 不变
DON WISDOMTREE TR $84.24万0.26%16,034 00.0% — 不变
EMR EMERSON ELEC CO $84.84万0.26%6,475 -8-0.1% -$1,048 减仓
MA MASTERCARD INCORPORATED $92.39万0.29%1,849 00.0% — 不变
ECL ECOLAB INC $95.90万0.30%3,605 -21-0.6% -$5,586 减仓
WM WASTE MGMT INC DEL $109.40万0.34%4,761 2,04875.5% $47.06万 加仓
IWM ISHARES TR $109.73万0.34%4,424 00.0% — 不变
XLK SELECT SECTOR SPDR TR $112.19万0.35%8,442 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $123.98万0.39%3,592 -9-0.2% -$3,106 减仓
UNP UNION PAC CORP $134.22万0.42%5,532 00.0% — 不变
GOOG ALPHABET INC $136.02万0.42%4,742 00.0% — 不变
SO SOUTHERN CO $136.92万0.43%14,186 7,606115.6% $73.41万 加仓
KO COCA COLA CO $139.13万0.43%18,295 -10-0.1% -$760 减仓
JPST J P MORGAN EXCHANGE TRADED F $146.01万0.46%28,850 5922.1% $3.00万 加仓
ABBV ABBVIE INC $146.20万0.46%6,722 610.9% $1.33万 加仓
USB US BANCORP $154.16万0.48%29,640 120.0% $624 加仓
LLY ELI LILLY & CO $155.26万0.48%1,688 1479.5% $13.52万 加仓
IJR ISHARES TR $173.57万0.54%13,963 5544.1% $6.89万 加仓
NSC NORFOLK SOUTHN CORP $179.04万0.56%6,238 00.0% — 不变
NEE NEXTERA ENERGY INC $185.42万0.58%19,964 890.4% $8,266 加仓
AFL AFLAC INC $189.74万0.59%17,295 -409-2.3% -$4.49万 减仓
BAC BANK AMERICA CORP $205.15万0.64%42,082 -19-0.0% -$926 减仓
ETN EATON CORP PLC $207.88万0.65%5,812 5,812— $207.88万 新建仓
LQD ISHARES TR $215.77万0.67%19,797 -885-4.3% -$9.65万 减仓
CVX CHEVRON CORPORATION $221.47万0.69%10,704 1231.2% $2.54万 加仓
MDT MEDTRONIC PLC $224.70万0.70%25,932 1030.4% $8,925 加仓
IEFA ISHARES TR $226.02万0.70%24,967 7,62444.0% $69.02万 加仓
IJH ISHARES TR $230.21万0.72%34,090 1,7805.5% $12.02万 加仓
APH AMPHENOL CORP $240.08万0.75%19,001 19,001— $240.08万 新建仓
WMT WALMART INC $242.91万0.76%19,546 140.1% $1,740 加仓
SBUX STARBUCKS CORP $301.12万0.94%33,611 -6,306-15.8% -$56.50万 减仓
SPGI S&P GLOBAL INC $325.89万1.02%7,662 4105.7% $17.44万 加仓
PG PROCTER & GAMBLE CO $364.35万1.14%25,225 8793.6% $12.70万 加仓
ADP AUTOMATIC DATA PROCESSING IN $366.05万1.14%18,016 1,1026.5% $22.39万 加仓
MCD MCDONALDS CORP $369.47万1.15%11,888 -73-0.6% -$2.27万 减仓
APD AIR PRODUCTS AND CHEMICALS I $373.48万1.16%12,857 180.1% $5,229 加仓
ACN ACCENTURE PLC IRELAND $400.79万1.25%20,212 -909-4.3% -$18.02万 减仓
NEAR ISHARES U S ETF TR $424.41万1.32%83,488 -791-0.9% -$4.02万 减仓
CAT CATERPILLAR INC $429.97万1.34%6,069 2564.4% $18.14万 加仓
ITW ILLINOIS TOOL WKS INC $438.87万1.37%16,861 3402.1% $8.85万 加仓
NVDA NVIDIA CORPORATION $443.15万1.38%25,410 2,77912.3% $48.47万 加仓
META META PLATFORMS INC $444.37万1.39%7,767 6378.9% $36.44万 加仓
BR BROADRIDGE FINL SOLUTIONS IN $451.44万1.41%27,785 2,1828.5% $35.45万 加仓
GD GENERAL DYNAMICS CORP $460.83万1.44%13,427 1,1329.2% $38.85万 加仓
COST COSTCO WHOLESALE CORPORATION $486.42万1.52%4,882 45510.3% $45.33万 加仓
PEP PEPSICO INC $497.40万1.55%32,030 -318-1.0% -$4.94万 减仓
TXN TEXAS INSTRS INC $552.92万1.72%28,480 5301.9% $10.29万 加仓
ABT ABBOTT LABORATORIES $582.54万1.82%56,739 2,5634.7% $26.31万 加仓
AMGN AMGEN INC $590.38万1.84%16,779 3912.4% $13.76万 加仓
TJX TJX COS INC NEW $590.80万1.84%36,995 2,4877.2% $39.72万 加仓
JPM JPMORGAN CHASE & CO $600.23万1.87%20,405 1,3507.1% $39.71万 加仓
AMZN AMAZON COM INC $616.29万1.92%29,591 8993.1% $18.72万 加仓
IVV ISHARES TR $628.46万1.96%9,621 4625.0% $30.18万 加仓