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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2,558.66万 | 7.98% | 100,818 | 275 | 0.3% | $6.98万 | 加仓 |
| GOOGL | ALPHABET INC | $1,712.54万 | 5.34% | 59,554 | -1,081 | -1.8% | -$31.09万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,486.16万 | 4.63% | 40,148 | 1,058 | 2.7% | $39.16万 | 加仓 |
| AVGO | BROADCOM INC | $1,282.72万 | 4.00% | 41,444 | 940 | 2.3% | $29.09万 | 加仓 |
| LOW | LOWES COS INC | $925.35万 | 2.89% | 39,163 | 444 | 1.1% | $10.49万 | 加仓 |
| BLK | BLACKROCK INC | $758.54万 | 2.37% | 7,887 | 183 | 2.4% | $17.60万 | 加仓 |
| SYK | STRYKER CORPORATION | $739.73万 | 2.31% | 22,512 | 565 | 2.6% | $18.57万 | 加仓 |
| ADI | ANALOG DEVICES INC | $737.80万 | 2.30% | 23,191 | -148 | -0.6% | -$4.71万 | 减仓 |
| CB | CHUBB LTD SWITZ | $712.24万 | 2.22% | 21,853 | 108 | 0.5% | $3.52万 | 加仓 |
| V | VISA INC | $707.40万 | 2.21% | 23,405 | 663 | 2.9% | $20.04万 | 加仓 |
| SHY | ISHARES TR | $701.82万 | 2.19% | 84,997 | 13,100 | 18.2% | $108.17万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $692.89万 | 2.16% | 28,346 | -177 | -0.6% | -$4.33万 | 减仓 |
| CSCO | CISCO SYS INC | $687.64万 | 2.14% | 88,625 | 1,585 | 1.8% | $12.30万 | 加仓 |
| PSX | PHILLIPS 66 | $659.82万 | 2.06% | 36,218 | 1,431 | 4.1% | $26.07万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $639.59万 | 1.99% | 13,347 | 605 | 4.7% | $28.99万 | 加仓 |
| IVV | ISHARES TR | $628.46万 | 1.96% | 9,621 | 462 | 5.0% | $30.18万 | 加仓 |
| AMZN | AMAZON COM INC | $616.29万 | 1.92% | 29,591 | 899 | 3.1% | $18.72万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $600.23万 | 1.87% | 20,405 | 1,350 | 7.1% | $39.71万 | 加仓 |
| TJX | TJX COS INC NEW | $590.80万 | 1.84% | 36,995 | 2,487 | 7.2% | $39.72万 | 加仓 |
| AMGN | AMGEN INC | $590.38万 | 1.84% | 16,779 | 391 | 2.4% | $13.76万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $582.54万 | 1.82% | 56,739 | 2,563 | 4.7% | $26.31万 | 加仓 |
| TXN | TEXAS INSTRS INC | $552.92万 | 1.72% | 28,480 | 530 | 1.9% | $10.29万 | 加仓 |
| PEP | PEPSICO INC | $497.40万 | 1.55% | 32,030 | -318 | -1.0% | -$4.94万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $486.42万 | 1.52% | 4,882 | 455 | 10.3% | $45.33万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $460.83万 | 1.44% | 13,427 | 1,132 | 9.2% | $38.85万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $451.44万 | 1.41% | 27,785 | 2,182 | 8.5% | $35.45万 | 加仓 |
| META | META PLATFORMS INC | $444.37万 | 1.39% | 7,767 | 637 | 8.9% | $36.44万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $443.15万 | 1.38% | 25,410 | 2,779 | 12.3% | $48.47万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $438.87万 | 1.37% | 16,861 | 340 | 2.1% | $8.85万 | 加仓 |
| CAT | CATERPILLAR INC | $429.97万 | 1.34% | 6,069 | 256 | 4.4% | $18.14万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $424.41万 | 1.32% | 83,488 | -791 | -0.9% | -$4.02万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $400.79万 | 1.25% | 20,212 | -909 | -4.3% | -$18.02万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $373.48万 | 1.16% | 12,857 | 18 | 0.1% | $5,229 | 加仓 |
| MCD | MCDONALDS CORP | $369.47万 | 1.15% | 11,888 | -73 | -0.6% | -$2.27万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $366.05万 | 1.14% | 18,016 | 1,102 | 6.5% | $22.39万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $364.35万 | 1.14% | 25,225 | 879 | 3.6% | $12.70万 | 加仓 |
| SPGI | S&P GLOBAL INC | $325.89万 | 1.02% | 7,662 | 410 | 5.7% | $17.44万 | 加仓 |
| SBUX | STARBUCKS CORP | $301.12万 | 0.94% | 33,611 | -6,306 | -15.8% | -$56.50万 | 减仓 |
| WMT | WALMART INC | $242.91万 | 0.76% | 19,546 | 14 | 0.1% | $1,740 | 加仓 |
| APH | AMPHENOL CORP | $240.08万 | 0.75% | 19,001 | 19,001 | — | $240.08万 | 新建仓 |
| IJH | ISHARES TR | $230.21万 | 0.72% | 34,090 | 1,780 | 5.5% | $12.02万 | 加仓 |
| IEFA | ISHARES TR | $226.02万 | 0.70% | 24,967 | 7,624 | 44.0% | $69.02万 | 加仓 |
| MDT | MEDTRONIC PLC | $224.70万 | 0.70% | 25,932 | 103 | 0.4% | $8,925 | 加仓 |
| CVX | CHEVRON CORPORATION | $221.47万 | 0.69% | 10,704 | 123 | 1.2% | $2.54万 | 加仓 |
| LQD | ISHARES TR | $215.77万 | 0.67% | 19,797 | -885 | -4.3% | -$9.65万 | 减仓 |
| ETN | EATON CORP PLC | $207.88万 | 0.65% | 5,812 | 5,812 | — | $207.88万 | 新建仓 |
| BAC | BANK AMERICA CORP | $205.15万 | 0.64% | 42,082 | -19 | -0.0% | -$926 | 减仓 |
| AFL | AFLAC INC | $189.74万 | 0.59% | 17,295 | -409 | -2.3% | -$4.49万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $185.42万 | 0.58% | 19,964 | 89 | 0.4% | $8,266 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $179.04万 | 0.56% | 6,238 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $173.57万 | 0.54% | 13,963 | 554 | 4.1% | $6.89万 | 加仓 |
| LLY | ELI LILLY & CO | $155.26万 | 0.48% | 1,688 | 147 | 9.5% | $13.52万 | 加仓 |
| USB | US BANCORP | $154.16万 | 0.48% | 29,640 | 12 | 0.0% | $624 | 加仓 |
| ABBV | ABBVIE INC | $146.20万 | 0.46% | 6,722 | 61 | 0.9% | $1.33万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $146.01万 | 0.46% | 28,850 | 592 | 2.1% | $3.00万 | 加仓 |
| KO | COCA COLA CO | $139.13万 | 0.43% | 18,295 | -10 | -0.1% | -$760 | 减仓 |
| SO | SOUTHERN CO | $136.92万 | 0.43% | 14,186 | 7,606 | 115.6% | $73.41万 | 加仓 |
| GOOG | ALPHABET INC | $136.02万 | 0.42% | 4,742 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $134.22万 | 0.42% | 5,532 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $123.98万 | 0.39% | 3,592 | -9 | -0.2% | -$3,106 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $112.19万 | 0.35% | 8,442 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $109.73万 | 0.34% | 4,424 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $109.40万 | 0.34% | 4,761 | 2,048 | 75.5% | $47.06万 | 加仓 |
| ECL | ECOLAB INC | $95.90万 | 0.30% | 3,605 | -21 | -0.6% | -$5,586 | 减仓 |
| MA | MASTERCARD INCORPORATED | $92.39万 | 0.29% | 1,849 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $84.84万 | 0.26% | 6,475 | -8 | -0.1% | -$1,048 | 减仓 |
| DON | WISDOMTREE TR | $84.24万 | 0.26% | 16,034 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $79.13万 | 0.25% | 7,971 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $73.15万 | 0.23% | 6,081 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $71.86万 | 0.22% | 7,390 | -7 | -0.1% | -$681 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.22% | 1 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $63.58万 | 0.20% | 1,052 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $59.33万 | 0.19% | 5,597 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $58.75万 | 0.18% | 1,018 | 27 | 2.7% | $1.56万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $50.55万 | 0.16% | 1,868 | -987 | -34.6% | -$26.71万 | 减仓 |
| DGRO | ISHARES TR | $50.13万 | 0.16% | 7,143 | 4 | 0.1% | $281 | 加仓 |
| — | EXXON MOBIL CORP | $47.51万 | 0.15% | 2,800 | 57 | 2.1% | $9,672 | 加仓 |
| CRM | SALESFORCE INC | $44.21万 | 0.14% | 2,369 | -11,897 | -83.4% | -$222.04万 | 减仓 |
| TFC | TRUIST FINL CORP | $44.04万 | 0.14% | 9,581 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $43.33万 | 0.14% | 7,518 | 82 | 1.1% | $4,727 | 加仓 |
| GWW | WW GRAINGER INC | $42.43万 | 0.13% | 389 | 131 | 50.8% | $14.29万 | 加仓 |
| MPC | MARATHON PETE CORP | $42.24万 | 0.13% | 1,730 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $39.84万 | 0.12% | 926 | 926 | — | $39.84万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $39.53万 | 0.12% | 2,513 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $38.49万 | 0.12% | 1,588 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $37.39万 | 0.12% | 1,938 | -3 | -0.2% | -$579 | 减仓 |
| DES | WISDOMTREE TR | $36.57万 | 0.11% | 10,174 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $35.03万 | 0.11% | 5,022 | -74 | -1.5% | -$5,162 | 减仓 |
| WFC | WELLS FARGO & CO | $33.06万 | 0.10% | 4,152 | 149 | 3.7% | $1.19万 | 加仓 |
| CMI | CUMMINS INC | $30.83万 | 0.10% | 573 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $29.79万 | 0.09% | 2,687 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $29.61万 | 0.09% | 4,954 | -67 | -1.3% | -$4,005 | 减仓 |
| OMC | OMNICOM GROUP INC | $28.93万 | 0.09% | 3,842 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $27.80万 | 0.09% | 1,896 | -7 | -0.4% | -$1,026 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $27.64万 | 0.09% | 6,101 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $27.10万 | 0.08% | 2,115 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $27.02万 | 0.08% | 2,458 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $26.87万 | 0.08% | 542 | -4 | -0.7% | -$1,983 | 减仓 |
| DHR | DANAHER CORP DEL | $25.30万 | 0.08% | 1,334 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $24.42万 | 0.08% | 1,850 | 1,850 | — | $24.42万 | 新建仓 |