Brown Financial Advisors
MILFORD OH · SEC CIK 0002035548
$2.64亿2026Q1 申报市值
209持仓数
26.8%前十大占比 · 第一大 6.0%
63 / 6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
DMBS 加仓+$198.82万
XFIV 加仓+$113.73万
BBBS 加仓+$88.55万
XSVN 加仓+$79.81万
AZN 新建仓+$76.28万
2026Q1 卖出最多 按季末市值估算
INNOVATOR ETFS T 清仓-$432.72万
SPYI 减仓-$409.26万
INNOVATOR ETFS T 清仓-$299.67万
INNOVATOR ETFS T 减仓-$173.85万
UYLD 减仓-$172.55万
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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $392.31万 | 1.49% | 6,857 | -551 | -7.4% | -$31.52万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $398.03万 | 1.51% | 79,022 | 11,268 | 16.6% | $56.76万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $413.77万 | 1.57% | 91,583 | -2,942 | -3.1% | -$13.29万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $447.47万 | 1.69% | 114,795 | -903 | -0.8% | -$3.52万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $456.26万 | 1.73% | 56,622 | -1,732 | -3.0% | -$13.96万 | 减仓 |
| XFIV | BONDBLOXX ETF TRUST | $489.47万 | 1.85% | 99,566 | 23,134 | 30.3% | $113.73万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $507.60万 | 1.92% | 111,193 | -2,709 | -2.4% | -$12.37万 | 减仓 |
| AAPL | APPLE INC | $517.71万 | 1.96% | 20,399 | -2,037 | -9.1% | -$51.70万 | 减仓 |
| GOOG | ALPHABET INC | $537.72万 | 2.04% | 18,745 | -1,912 | -9.3% | -$54.85万 | 减仓 |
| MSFT | MICROSOFT CORP | $574.12万 | 2.17% | 15,510 | 1,079 | 7.5% | $39.94万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $607.35万 | 2.30% | 34,825 | -4,338 | -11.1% | -$75.65万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $619.71万 | 2.35% | 73,045 | -1,591 | -2.1% | -$13.50万 | 减仓 |
| AMZN | AMAZON COM INC | $634.33万 | 2.40% | 30,457 | -384 | -1.2% | -$8.00万 | 减仓 |
| DMBS | DOUBLELINE ETF TRUST | $1,005.66万 | 3.81% | 203,658 | 40,263 | 24.6% | $198.82万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,594.00万 | 6.04% | 208,257 | 3,488 | 1.7% | $26.70万 | 加仓 |