BROWN WEALTH MANAGEMENT, LLC
NAPERVILLE IL · SEC CIK 0001987005
$3.89亿2026Q1 申报市值
116持仓数
57.7%前十大占比 · 第一大 17.3%
7 / 1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
VEA 加仓+$475.17万
BIV 加仓+$389.30万
VWO 加仓+$275.14万
VWOB 加仓+$240.31万
VTV 加仓+$158.24万
2026Q1 卖出最多 按季末市值估算
GLTR 减仓-$288.67万
JAAA 减仓-$267.88万
AIQ 减仓-$233.74万
IJR 减仓-$92.39万
IJH 减仓-$88.70万
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 |
|---|---|---|---|---|---|---|---|---|
| JAAA | JANUS DETROIT STR TR | $537.03万 | 1.38% | 106,617 | -53,183 | -33.3% | -$267.88万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $632.94万 | 1.63% | 126,867 | 1,482 | 1.2% | $7.39万 | 加仓 |
| TLT | ISHARES TR | $649.98万 | 1.67% | 74,978 | 2,967 | 4.1% | $25.72万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $655.70万 | 1.68% | 136,461 | 11,706 | 9.4% | $56.25万 | 加仓 |
| NOBL | PROSHARES TR | $660.08万 | 1.70% | 62,265 | 2,287 | 3.8% | $24.24万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $822.57万 | 2.11% | 125,219 | 36,582 | 41.3% | $240.31万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $910.09万 | 2.34% | 168,380 | 50,905 | 43.3% | $275.14万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $963.59万 | 2.48% | 397,028 | 11,866 | 3.1% | $28.80万 | 加仓 |
| IDEV | ISHARES TR | $972.62万 | 2.50% | 116,384 | 15,002 | 14.8% | $125.37万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1,077.89万 | 2.77% | 312,704 | 21,738 | 7.5% | $74.93万 | 加仓 |
| SUB | ISHARES TR | $1,654.99万 | 4.25% | 155,398 | 5,364 | 3.6% | $57.13万 | 加仓 |
| MUB | ISHARES TR | $1,791.29万 | 4.60% | 168,750 | 11,436 | 7.3% | $121.39万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,872.56万 | 4.81% | 42,871 | 3,149 | 7.9% | $137.54万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,936.01万 | 4.97% | 98,675 | 8,065 | 8.9% | $158.24万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $2,675.84万 | 6.87% | 346,701 | 50,440 | 17.0% | $389.30万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,807.32万 | 7.21% | 438,095 | 74,152 | 20.4% | $475.17万 | 加仓 |
| IVV | ISHARES TR | $6,721.29万 | 17.27% | 102,896 | 1,329 | 1.3% | $86.81万 | 加仓 |