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 |
|---|---|---|---|---|---|---|---|---|
| QTUM | ETF SER SOLUTIONS | $22.38万 | 0.08% | 2,086 | -48 | -2.2% | -$5,150 | 减仓 |
| PK | PARK HOTELS & RESORTS INC | $21.65万 | 0.08% | 20,560 | 20,560 | — | $21.65万 | 新建仓 |
| AGCO | AGCO CORP | $21.55万 | 0.08% | 1,860 | 1,860 | — | $21.55万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $21.36万 | 0.08% | 1,946 | 1,946 | — | $21.36万 | 新建仓 |
| LOUP | INNOVATOR ETFS TRUST | $21.32万 | 0.08% | 3,097 | -85 | -2.7% | -$5,852 | 减仓 |
| — | COTERRA ENERGY INC | $21.16万 | 0.08% | 6,021 | 6,021 | — | $21.16万 | 新建仓 |
| ROST | ROSS STORES INC | $20.84万 | 0.08% | 962 | 962 | — | $20.84万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $20.27万 | 0.08% | 3,138 | 3,138 | — | $20.27万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $20.05万 | 0.08% | 1,015 | 1,015 | — | $20.05万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -113,115 | -100.0% | -$432.72万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -101,273 | -100.0% | -$299.67万 | 清仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -24,312 | -100.0% | -$161.50万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,857 | -100.0% | -$52.53万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -7,609 | -100.0% | -$29.20万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -10,372 | -100.0% | -$25.83万 | 清仓 |