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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $6,721.29万 | 17.27% | 102,896 | 1,329 | 1.3% | $86.81万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,807.32万 | 7.21% | 438,095 | 74,152 | 20.4% | $475.17万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $2,675.84万 | 6.87% | 346,701 | 50,440 | 17.0% | $389.30万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,936.01万 | 4.97% | 98,675 | 8,065 | 8.9% | $158.24万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,872.56万 | 4.81% | 42,871 | 3,149 | 7.9% | $137.54万 | 加仓 |
| MUB | ISHARES TR | $1,791.29万 | 4.60% | 168,750 | 11,436 | 7.3% | $121.39万 | 加仓 |
| SUB | ISHARES TR | $1,654.99万 | 4.25% | 155,398 | 5,364 | 3.6% | $57.13万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1,077.89万 | 2.77% | 312,704 | 21,738 | 7.5% | $74.93万 | 加仓 |
| IDEV | ISHARES TR | $972.62万 | 2.50% | 116,384 | 15,002 | 14.8% | $125.37万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $963.59万 | 2.48% | 397,028 | 11,866 | 3.1% | $28.80万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $910.09万 | 2.34% | 168,380 | 50,905 | 43.3% | $275.14万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $822.57万 | 2.11% | 125,219 | 36,582 | 41.3% | $240.31万 | 加仓 |
| NOBL | PROSHARES TR | $660.08万 | 1.70% | 62,265 | 2,287 | 3.8% | $24.24万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $655.70万 | 1.68% | 136,461 | 11,706 | 9.4% | $56.25万 | 加仓 |
| TLT | ISHARES TR | $649.98万 | 1.67% | 74,978 | 2,967 | 4.1% | $25.72万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $632.94万 | 1.63% | 126,867 | 1,482 | 1.2% | $7.39万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $537.03万 | 1.38% | 106,617 | -53,183 | -33.3% | -$267.88万 | 减仓 |
| IJH | ISHARES TR | $527.70万 | 1.36% | 78,142 | -13,135 | -14.4% | -$88.70万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $505.47万 | 1.30% | 28,984 | 8,902 | 44.3% | $155.25万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $494.86万 | 1.27% | 162,248 | 738 | 0.5% | $2.25万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $493.30万 | 1.27% | 147,407 | 3,168 | 2.2% | $10.60万 | 加仓 |
| AAPL | APPLE INC | $485.46万 | 1.25% | 19,128 | 1,245 | 7.0% | $31.60万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $468.94万 | 1.20% | 160,983 | 4,951 | 3.2% | $14.42万 | 加仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $438.81万 | 1.13% | 128,608 | -25,266 | -16.4% | -$86.21万 | 减仓 |
| EEM | ISHARES TR | $338.29万 | 0.87% | 59,569 | 2,639 | 4.6% | $14.99万 | 加仓 |
| AIQ | GLOBAL X FDS | $319.89万 | 0.82% | 68,543 | -50,083 | -42.2% | -$233.74万 | 减仓 |
| USMV | ISHARES TR | $319.82万 | 0.82% | 34,485 | -65 | -0.2% | -$6,028 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $318.57万 | 0.82% | 14,565 | -13,198 | -47.5% | -$288.67万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $299.81万 | 0.77% | 78,034 | 11,959 | 18.1% | $45.95万 | 加仓 |
| IEFA | ISHARES TR | $258.67万 | 0.66% | 28,573 | -268 | -0.9% | -$2.43万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $251.07万 | 0.64% | 24,824 | 1,514 | 6.5% | $15.31万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $198.98万 | 0.51% | 6,583 | 40 | 0.6% | $1.21万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $191.88万 | 0.49% | 8,832 | -435 | -4.7% | -$9.45万 | 减仓 |
| EFAV | ISHARES TR | $190.10万 | 0.49% | 20,806 | -15 | -0.1% | -$1,371 | 减仓 |
| MSFT | MICROSOFT CORP | $187.77万 | 0.48% | 5,072 | 596 | 13.3% | $22.06万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $186.09万 | 0.48% | 72,622 | -5,772 | -7.4% | -$14.79万 | 减仓 |
| LLY | ELI LILLY & CO | $180.83万 | 0.46% | 1,966 | 30 | 1.5% | $2.76万 | 加仓 |
| GOOG | ALPHABET INC | $180.49万 | 0.46% | 6,292 | 145 | 2.4% | $4.16万 | 加仓 |
| IJR | ISHARES TR | $179.41万 | 0.46% | 14,432 | -7,432 | -34.0% | -$92.39万 | 减仓 |
| AMZN | AMAZON COM INC | $172.47万 | 0.44% | 8,281 | 217 | 2.7% | $4.52万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $170.86万 | 0.44% | 34,207 | 988 | 3.0% | $4.94万 | 加仓 |
| HYD | VANECK ETF TRUST | $165.11万 | 0.42% | 32,929 | -439 | -1.3% | -$2.20万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $159.70万 | 0.41% | 60,150 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO. | $142.73万 | 0.37% | 4,852 | 1,641 | 51.1% | $48.27万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $137.10万 | 0.35% | 4,274 | 202 | 5.0% | $6.48万 | 加仓 |
| TSLA | TESLA INC | $133.31万 | 0.34% | 3,586 | 310 | 9.5% | $11.52万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $112.93万 | 0.29% | 8,832 | -3,691 | -29.5% | -$47.20万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $107.14万 | 0.28% | 14,649 | 2 | 0.0% | $146 | 加仓 |
| GOOGL | ALPHABET INC | $104.18万 | 0.27% | 3,623 | 760 | 26.5% | $21.85万 | 加仓 |
| IWV | ISHARES TR | $98.58万 | 0.25% | 2,660 | 530 | 24.9% | $19.64万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $95.60万 | 0.25% | 13,795 | 1,325 | 10.6% | $9.18万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $90.95万 | 0.23% | 34,035 | -5,619 | -14.2% | -$15.02万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $90.75万 | 0.23% | 32,896 | -5,464 | -14.2% | -$15.07万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $90.38万 | 0.23% | 33,582 | -5,599 | -14.3% | -$15.07万 | 减仓 |
| CVS | CVS HEALTH CORP | $85.90万 | 0.22% | 11,961 | -345 | -2.8% | -$2.48万 | 减仓 |
| AVGO | BROADCOM INC | $84.74万 | 0.22% | 2,738 | -474 | -14.8% | -$14.67万 | 减仓 |
| SHM | SPDR SERIES TRUST | $82.26万 | 0.21% | 17,199 | 246 | 1.5% | $1.18万 | 加仓 |
| META | META PLATFORMS INC | $81.88万 | 0.21% | 1,431 | 256 | 21.8% | $14.65万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $81.18万 | 0.21% | 32,734 | 1,433 | 4.6% | $3.55万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $79.73万 | 0.20% | 1,334 | 165 | 14.1% | $9.86万 | 加仓 |
| IWO | ISHARES TR | $79.14万 | 0.20% | 2,522 | -588 | -18.9% | -$18.45万 | 减仓 |
| QQQ | INVESCO QQQ TR | $78.09万 | 0.20% | 1,353 | 988 | 270.7% | $57.03万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $77.88万 | 0.20% | 4,058 | 4,058 | — | $77.88万 | 新建仓 |
| SCHH | SCHWAB STRATEGIC TR | $77.85万 | 0.20% | 36,228 | -15,435 | -29.9% | -$33.17万 | 减仓 |
| IWN | ISHARES TR | $73.27万 | 0.19% | 3,865 | -928 | -19.4% | -$17.59万 | 减仓 |
| ALT | ALTIMMUNE INC | $72.73万 | 0.19% | 236,136 | -22,537 | -8.7% | -$6.94万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $70.22万 | 0.18% | 17,739 | 93 | 0.5% | $3,681 | 加仓 |
| — | INNOVATOR ETFS TRUST | $61.53万 | 0.16% | 21,165 | -1,181 | -5.3% | -$3.43万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $58.22万 | 0.15% | 1,996 | 36 | 1.8% | $1.05万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $54.70万 | 0.14% | 841 | -32 | -3.7% | -$2.08万 | 减仓 |
| IVW | ISHARES TR | $51.56万 | 0.13% | 4,558 | 148 | 3.4% | $1.67万 | 加仓 |
| IEMG | ISHARES INC | $48.84万 | 0.13% | 7,002 | 2,017 | 40.5% | $14.07万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $48.61万 | 0.12% | 15,843 | 70 | 0.4% | $2,148 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $47.99万 | 0.12% | 11,292 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $45.58万 | 0.12% | 1,241 | -3 | -0.2% | -$1,102 | 减仓 |
| DTE | DTE ENERGY CO | $44.67万 | 0.11% | 3,055 | -2 | -0.1% | -$292 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $43.89万 | 0.11% | 916 | 162 | 21.5% | $7.76万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $43.64万 | 0.11% | 5,159 | 5,159 | — | $43.64万 | 新建仓 |
| IDLV | INVESCO EXCH TRADED FD TR II | $42.84万 | 0.11% | 12,433 | -5 | -0.0% | -$172 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $42.65万 | 0.11% | 428 | 103 | 31.7% | $10.26万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $41.87万 | 0.11% | 5,229 | 245 | 4.9% | $1.96万 | 加仓 |
| — | EXXON MOBIL CORP | $39.75万 | 0.10% | 2,343 | 57 | 2.5% | $9,671 | 加仓 |
| CVX | CHEVRON CORP NEW | $39.48万 | 0.10% | 1,908 | 83 | 4.5% | $1.72万 | 加仓 |
| WMT | WALMART INC | $39.21万 | 0.10% | 3,155 | 536 | 20.5% | $6.66万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $38.70万 | 0.10% | 2,679 | 291 | 12.2% | $4.20万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $38.61万 | 0.10% | 8,966 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $37.01万 | 0.10% | 1,753 | 89 | 5.3% | $1.88万 | 加仓 |
| ABBV | ABBVIE INC | $35.78万 | 0.09% | 1,645 | -69 | -4.0% | -$1.50万 | 减仓 |
| NFLX | NETFLIX INC | $35.32万 | 0.09% | 3,673 | 954 | 35.1% | $9.17万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $35.15万 | 0.09% | 13,711 | 80 | 0.6% | $2,051 | 加仓 |
| ONDS | ONDAS HLDGS INC | $31.64万 | 0.08% | 35,000 | 35,000 | — | $31.64万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $31.51万 | 0.08% | 1,289 | 271 | 26.6% | $6.62万 | 加仓 |
| CAT | CATERPILLAR INC | $30.75万 | 0.08% | 434 | 32 | 8.0% | $2.27万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $30.73万 | 0.08% | 7,347 | 0 | 0.0% | — | 不变 |
| PAUG | INNOVATOR ETFS TRUST | $30.24万 | 0.08% | 7,078 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $30.06万 | 0.08% | 2,055 | 206 | 11.1% | $3.01万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $29.99万 | 0.08% | 15,783 | 15,783 | — | $29.99万 | 新建仓 |
| PJUL | INNOVATOR ETFS TRUST | $29.32万 | 0.08% | 6,378 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $28.53万 | 0.07% | 1,968 | 271 | 16.0% | $3.93万 | 加仓 |
| MS | MORGAN STANLEY | $28.38万 | 0.07% | 1,725 | 147 | 9.3% | $2.42万 | 加仓 |