BROWN WEALTH MANAGEMENT, LLC
NAPERVILLE IL · SEC CIK 0001987005
$4.47亿2026Q2 申报市值
134持仓数
57.5%前十大占比 · 第一大 17.6%
23 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
JAAA 加仓+$348.02万
BIV 加仓+$320.05万
MUB 加仓+$266.20万
AIQ 加仓+$199.87万
PJUN 加仓+$164.57万
2026Q2 卖出最多 按季末市值估算
VWOB 减仓-$268.44万
LLY 减仓-$180.51万
INNOVATOR ETFS T 清仓-$159.70万
INNOVATOR ETFS T 减仓-$135.81万
VTEB 减仓-$73.71万
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 |
|---|---|---|---|---|---|---|---|---|
| EFAV | ISHARES TR | $181.08万 | 0.40% | 20,645 | -161 | -0.8% | -$1.41万 | 减仓 |
| HYD | VANECK ETF TRUST | $187.96万 | 0.42% | 36,490 | 3,561 | 10.8% | $18.34万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $196.33万 | 0.44% | 45,416 | 38,069 | 518.2% | $164.57万 | 加仓 |
| AMZN | AMAZON COM INC | $203.95万 | 0.46% | 8,557 | 276 | 3.3% | $6.58万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $206.60万 | 0.46% | 78,199 | 5,577 | 7.7% | $14.73万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $218.71万 | 0.49% | 9,001 | 169 | 1.9% | $4.11万 | 加仓 |
| GOOG | ALPHABET INC | $220.06万 | 0.49% | 6,228 | -64 | -1.0% | -$2.26万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $228.77万 | 0.51% | 22,581 | -2,243 | -9.0% | -$22.72万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $239.40万 | 0.54% | 6,546 | -37 | -0.6% | -$1.35万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $271.85万 | 0.61% | 15,007 | 442 | 3.0% | $8.01万 | 加仓 |
| IEFA | ISHARES TR | $279.98万 | 0.63% | 28,989 | 416 | 1.5% | $4.02万 | 加仓 |
| USMV | ISHARES TR | $331.12万 | 0.74% | 34,327 | -158 | -0.5% | -$1.52万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $337.41万 | 0.75% | 101,356 | 23,322 | 29.9% | $77.64万 | 加仓 |
| EEM | ISHARES TR | $421.23万 | 0.94% | 61,574 | 2,005 | 3.4% | $13.72万 | 加仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $486.10万 | 1.09% | 132,815 | 4,207 | 3.3% | $15.40万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $534.04万 | 1.19% | 155,832 | 8,425 | 5.7% | $28.87万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $536.30万 | 1.20% | 158,482 | -2,501 | -1.6% | -$8.46万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $560.45万 | 1.25% | 161,002 | -1,246 | -0.8% | -$4.34万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $567.99万 | 1.27% | 112,295 | -14,572 | -11.5% | -$73.71万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $573.53万 | 1.28% | 85,296 | -39,923 | -31.9% | -$268.44万 | 减仓 |
| AAPL | APPLE INC | $577.65万 | 1.29% | 19,963 | 835 | 4.4% | $24.16万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $595.95万 | 1.33% | 29,784 | 800 | 2.8% | $16.01万 | 加仓 |
| IJH | ISHARES TR | $615.22万 | 1.38% | 79,785 | 1,643 | 2.1% | $12.67万 | 加仓 |
| AIQ | GLOBAL X FDS | $649.59万 | 1.45% | 99,007 | 30,464 | 44.4% | $199.87万 | 加仓 |
| TLT | ISHARES TR | $710.34万 | 1.59% | 82,196 | 7,218 | 9.6% | $62.38万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $717.71万 | 1.60% | 148,195 | 11,734 | 8.6% | $56.83万 | 加仓 |
| NOBL | PROSHARES TR | $727.45万 | 1.63% | 129,532 | 5,002 | 4.0% | $28.09万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $886.32万 | 1.98% | 175,545 | 68,928 | 64.7% | $348.02万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $989.64万 | 2.21% | 409,958 | 12,930 | 3.3% | $31.21万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1,014.47万 | 2.27% | 275,784 | -36,920 | -11.8% | -$135.81万 | 减仓 |
| IDEV | ISHARES TR | $1,144.30万 | 2.56% | 128,558 | 12,174 | 10.5% | $108.36万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,146.01万 | 2.56% | 191,994 | 23,614 | 14.0% | $140.95万 | 加仓 |
| SUB | ISHARES TR | $1,789.82万 | 4.00% | 168,105 | 12,707 | 8.2% | $135.29万 | 加仓 |
| MUB | ISHARES TR | $2,082.28万 | 4.66% | 193,485 | 24,735 | 14.7% | $266.20万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,212.47万 | 4.95% | 256,846 | -380 | -0.1% | -$3.27万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2,296.69万 | 5.14% | 105,387 | 6,712 | 6.8% | $146.27万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $2,979.24万 | 6.66% | 388,428 | 41,727 | 12.0% | $320.05万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,175.16万 | 7.10% | 445,636 | 7,541 | 1.7% | $53.73万 | 加仓 |
| IVV | ISHARES TR | $7,859.69万 | 17.58% | 104,951 | 2,055 | 2.0% | $153.90万 | 加仓 |