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 |
|---|---|---|---|---|---|---|---|---|
| — | NEOS ETF TRUST | $32.96万 | 0.07% | 6,802 | 6,802 | — | $32.96万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $32.51万 | 0.07% | 1,989 | 21 | 1.1% | $3,432 | 加仓 |
| — | EXXON MOBIL CORP | $32.48万 | 0.07% | 2,376 | 33 | 1.4% | $4,512 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $32.30万 | 0.07% | 7,078 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $32.19万 | 0.07% | 2,195 | -484 | -18.1% | -$7.10万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $31.68万 | 0.07% | 15,783 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $30.94万 | 0.07% | 428 | 428 | — | $30.94万 | 新建仓 |
| PJUL | INNOVATOR ETFS TRUST | $30.77万 | 0.07% | 6,305 | -73 | -1.1% | -$3,563 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $28.92万 | 0.06% | 286 | 8 | 2.9% | $8,088 | 加仓 |
| ONDS | ONDAS INC | $28.84万 | 0.06% | 35,000 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $28.31万 | 0.06% | 10,281 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $28.27万 | 0.06% | 2,407 | 2,407 | — | $28.27万 | 新建仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $28.09万 | 0.06% | 5,100 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $27.43万 | 0.06% | 734 | -36 | -4.7% | -$1.35万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $27.30万 | 0.06% | 1,075 | -214 | -16.6% | -$5.43万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $27.15万 | 0.06% | 3,090 | 155 | 5.3% | $1.36万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $27.05万 | 0.06% | 908 | 908 | — | $27.05万 | 新建仓 |
| ORCL | ORACLE CORP | $26.73万 | 0.06% | 1,824 | 32 | 1.8% | $4,689 | 加仓 |
| INTC | INTEL CORP | $26.47万 | 0.06% | 1,896 | 1,896 | — | $26.47万 | 新建仓 |
| DTM | DT MIDSTREAM INC | $26.00万 | 0.06% | 1,772 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $25.71万 | 0.06% | 2,666 | -53 | -1.9% | -$5,111 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $25.33万 | 0.06% | 587 | 587 | — | $25.33万 | 新建仓 |
| NFLX | NETFLIX INC. | $25.07万 | 0.06% | 3,511 | -162 | -4.4% | -$1.16万 | 减仓 |
| EFA | ISHARES TR | $24.55万 | 0.05% | 2,363 | 2,363 | — | $24.55万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $24.48万 | 0.05% | 565 | 565 | — | $24.48万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $23.73万 | 0.05% | 571 | 571 | — | $23.73万 | 新建仓 |
| MRK | MERCK & CO INC | $23.55万 | 0.05% | 1,833 | -162 | -8.1% | -$2.08万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $22.47万 | 0.05% | 1,180 | 1,180 | — | $22.47万 | 新建仓 |
| GEV | GE VERNOVA INC | $22.32万 | 0.05% | 190 | 190 | — | $22.32万 | 新建仓 |
| CAIE | CALAMOS ETF TR | $21.26万 | 0.05% | 7,813 | -1,880 | -19.4% | -$5.12万 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $20.91万 | 0.05% | 8,536 | 8,536 | — | $20.91万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $20.06万 | 0.04% | 1,719 | -336 | -16.4% | -$3.92万 | 减仓 |
| BRBR | BELLRING BRANDS INC | $18.28万 | 0.04% | 14,128 | 14,128 | — | $18.28万 | 新建仓 |
| VRRM | VERRA MOBILITY CORP | $15.64万 | 0.03% | 36,797 | 36,797 | — | $15.64万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -60,150 | -100.0% | -$159.70万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -2,530 | -100.0% | -$25.12万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -516 | -100.0% | -$22.20万 | 清仓 |
| — | SURF AIR MOBILITY INC | $0 | 0.00% | 0 | -53,278 | -100.0% | -$6.13万 | 清仓 |
| — | WHEELS UP EXPERIENCE INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$5.17万 | 清仓 |