13F 机构持仓

Brookwood Investment Group LLC

PHOENIX AZ · SEC CIK 0002066812

2026Q22026Q1 更早 9 个季度 🔒
$8.10亿2026Q1 申报市值
521持仓数
27.3%前十大占比 · 第一大 6.1%
108 / 84新建仓 / 清仓
申报市值走势$8.88亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTI 6.1%
NVDA 4.8%
VUG 3.8%
AAPL 3.3%
AVGO 2.1%
AMZN 1.8%
GOOGL 1.5%
MSFT 1.5%
AGGH 1.2%
GLD 1.2%

2026Q1 买入最多 按季末市值估算

AGGH 加仓+$879.45万
LISTED FDS TR 新建仓+$841.50万
TIDAL TRUST III 新建仓+$753.49万
TIDAL TRUST III 新建仓+$702.67万
WISDOMTREE TR 新建仓+$690.53万

2026Q1 卖出最多 按季末市值估算

LQD 减仓-$1,646.46万
DRSK 清仓-$1,101.54万
SPMO 减仓-$862.00万
CNEQ 清仓-$681.57万
NVDA 减仓-$645.11万

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
VCIT VANGUARD SCOTTSDALE FDS $26.37万0.03%3,187 3,187— $26.37万 新建仓
BKR BAKER HUGHES COMPANY $26.45万0.03%4,333 4,333— $26.45万 新建仓
NTRA NATERA INC $26.70万0.03%1,335 201.5% $4,000 加仓
PFE PFIZER INC $26.88万0.03%9,572 -9,469-49.7% -$26.59万 减仓
— BRT APARTMENTS CORP $27.26万0.03%20,436 1,2166.3% $1.62万 加仓
SBAC SBA COMMUNICATIONS CORP $27.30万0.03%1,586 44338.8% $7.63万 加仓
CRM SALESFORCE INC $27.59万0.03%1,478 -629-29.9% -$11.74万 减仓
AEM AGNICO EAGLE MINES LTD $27.63万0.03%1,361 00.0% — 不变
— NUVEEN MASS QUALITY MUN INC $27.65万0.03%22,460 00.0% — 不变
FDX FEDEX CORP $27.66万0.03%777 777— $27.66万 新建仓
OKE ONEOK INC NEW $27.72万0.03%3,067 -75-2.4% -$6,779 减仓
ICVT ISHARES TR $28.41万0.04%2,791 -185-6.2% -$1.88万 减仓
GNRC GENERAC HLDGS INC $28.42万0.04%1,455 1,455— $28.42万 新建仓
DELL DELL TECHNOLOGIES INC $28.43万0.04%1,732 -66-3.7% -$1.08万 减仓
ARES ARES MANAGEMENT CORPORATION $28.48万0.04%2,610 -57-2.1% -$6,219 减仓
COP CONOCOPHILLIPS $28.54万0.04%2,162 2,162— $28.54万 新建仓
MIRM MIRUM PHARMACEUTICALS INC $28.64万0.04%3,100 00.0% — 不变
CUBE CUBESMART $28.65万0.04%7,817 7,817— $28.65万 新建仓
QYLD GLOBAL X FDS $28.78万0.04%16,783 -85,867-83.7% -$147.26万 减仓
PDO PIMCO DYNAMIC INCOME OPRNTS $28.93万0.04%22,371 -2,169-8.8% -$2.80万 减仓
— KRANESHARES TRUST $29.23万0.04%9,367 9,367— $29.23万 新建仓
BENJ HORIZON FDS $29.33万0.04%5,605 240.4% $1,256 加仓
GBTC GRAYSCALE BITCOIN TRUST ETF $29.57万0.04%5,605 -144-2.5% -$7,597 减仓
DGRW WISDOMTREE TR $29.60万0.04%3,370 00.0% — 不变
IIPR INNOVATIVE INDL PPTYS INC $30.10万0.04%6,000 -10,385-63.4% -$52.09万 减仓
MMM 3M CO $30.17万0.04%2,077 -1,049-33.6% -$15.24万 减仓
SO SOUTHERN CO $30.73万0.04%3,184 -317-9.1% -$3.06万 减仓
FBCG FIDELITY COVINGTON TRUST $30.75万0.04%6,135 6,135— $30.75万 新建仓
RLGT RADIANT LOGISTICS INC $30.77万0.04%43,650 43,650— $30.77万 新建仓
PALC PACER FDS TR $30.78万0.04%5,940 811.4% $4,197 加仓
JUCY ETF SER SOLUTIONS $30.79万0.04%13,900 -2,000-12.6% -$4.43万 减仓
PAX PATRIA INVESTMENTS LIMITED $30.82万0.04%24,459 -1,566-6.0% -$1.97万 减仓
LALT FIRST TR EXCHNG TRADED FD VI $30.86万0.04%12,698 12,698— $30.86万 新建仓
SHLD GLOBAL X FDS $31.12万0.04%4,393 4,393— $31.12万 新建仓
APP APPLOVIN CORP $31.16万0.04%783 -572-42.2% -$22.77万 减仓
XLU SELECT SECTOR SPDR TR $31.22万0.04%6,803 -10,240-60.1% -$46.99万 减仓
— DIMENSIONAL ETF TRUST $31.25万0.04%5,004 -300-5.7% -$1.87万 减仓
DBA INVESCO DB MULTI-SECTOR COMM 看涨期权 $31.42万0.04%11,500 11,500— $31.42万 新建仓
SPOT SPOTIFY TECHNOLOGY S A $31.42万0.04%648 376.1% $1.79万 加仓
EVSM MORGAN STANLEY ETF TRUST $31.45万0.04%6,267 00.0% — 不变
ROBO EXCHANGE TRADED CONCEPTS TRU $31.85万0.04%4,655 -24,969-84.3% -$170.86万 重新持有
XLV SELECT SECTOR SPDR TR $31.99万0.04%2,182 -6,927-76.0% -$101.54万 减仓
ETN EATON CORP PLC $32.21万0.04%901 -515-36.4% -$18.41万 减仓
FLTR VANECK ETF TRUST $32.38万0.04%12,709 3,35935.9% $8.56万 重新持有
KO COCA COLA CO $32.68万0.04%4,298 -12,402-74.3% -$94.31万 减仓
IJR ISHARES TR $32.79万0.04%2,638 25810.8% $3.21万 加仓
GLDM WORLD GOLD TR $32.79万0.04%3,538 -843-19.2% -$7.81万 减仓
PAA PLAINS ALL AMERN PIPELINE L $32.80万0.04%14,690 -387-2.6% -$8,642 减仓
VTEB VANGUARD MUN BD FDS $32.83万0.04%6,580 -87-1.3% -$4,340 减仓
BLV VANGUARD BD INDEX FDS $33.06万0.04%4,807 -1,261-20.8% -$8.67万 减仓
NEM NEWMONT CORP $33.22万0.04%3,069 -4,316-58.4% -$46.72万 减仓
KMI KINDER MORGAN INC DEL $33.24万0.04%9,913 1181.2% $3,956 加仓
IEFA ISHARES TR $33.27万0.04%3,675 -218-5.6% -$1.97万 减仓
DBC INVESCO DB COMMDY INDX TRCK 看涨期权 $33.29万0.04%11,500 11,500— $33.29万 新建仓
VOLT TEMA ETF TRUST $33.71万0.04%9,845 -90,888-90.2% -$311.20万 减仓
— CLIPPER RLTY INC $33.93万0.04%112,345 24,04227.2% $7.26万 加仓
NXRT NEXPOINT RESIDENTIAL TR INC $34.04万0.04%13,616 2,39621.4% $5.99万 加仓
— PEAKSTONE REALTY TRUST $34.07万0.04%16,311 -48,486-74.8% -$101.29万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $34.16万0.04%6,027 -2,417-28.6% -$13.70万 减仓
VIGI VANGUARD WHITEHALL FDS $34.60万0.04%3,911 -309-7.3% -$2.73万 减仓
TRFK PACER FDS TR $34.65万0.04%5,566 -1,288-18.8% -$8.02万 减仓
STOT SSGA ACTIVE TR $34.69万0.04%7,360 -1,222-14.2% -$5.76万 减仓
UUUU ENERGY FUELS INC $34.72万0.04%19,025 1,2006.7% $2.19万 加仓
HEQT SIMPLIFY EXCHANGE TRADED FUN $34.78万0.04%11,041 520.5% $1,638 加仓
TBIL RBB FD INC $34.80万0.04%6,980 00.0% — 不变
CCI CROWN CASTLE INC $34.81万0.04%4,281 1,83074.7% $14.88万 加仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $34.93万0.04%7,562 -8,729-53.6% -$40.32万 减仓
— HANCOCK JOHN PREM DIVID FD $34.95万0.04%26,683 -149-0.6% -$1,952 减仓
SHYM BLACKROCK ETF TRUST II $34.96万0.04%15,875 8465.6% $1.86万 加仓
HECA ETF OPPORTUNITIES TRUST $35.00万0.04%12,124 12,124— $35.00万 新建仓
QCOM QUALCOMM INC $35.08万0.04%2,724 230.9% $2,962 加仓
ISRG INTUITIVE SURGICAL INC $35.13万0.04%762 14623.7% $6.73万 加仓
BUFR FIRST TR EXCHNG TRADED FD VI $35.53万0.04%10,521 -677-6.0% -$2.29万 减仓
HBTA HORIZON FDS $35.60万0.04%13,294 2,41822.2% $6.48万 加仓
VRT VERTIV HOLDINGS CO $35.91万0.04%1,433 -2,473-63.3% -$61.97万 减仓
PAAS PAN AMERN SILVER CORP $36.27万0.04%6,638 -28-0.4% -$1,530 减仓
COF CAPITAL ONE FINL CORP $36.32万0.04%1,991 -3,596-64.4% -$65.61万 减仓
MRVL MARVELL TECHNOLOGY INC $36.49万0.05%3,684 -308-7.7% -$3.05万 减仓
IGSB ISHARES TR $36.50万0.05%6,945 00.0% — 不变
INTC INTEL CORP $37.16万0.05%8,420 1,74926.2% $7.72万 加仓
CPT CAMDEN PPTY TR $37.35万0.05%3,825 1,36955.7% $13.37万 加仓
UYLD ANGEL OAK FUNDS TRUST $37.64万0.05%7,375 7,375— $37.64万 新建仓
AAPL APPLE INC 看跌期权 $38.07万0.05%1,500 1,500— $38.07万 新建仓
CGDV CAPITAL GROUP DIVIDEND VALUE $38.09万0.05%8,954 -737-7.6% -$3.14万 减仓
MRK MERCK & CO INC $38.25万0.05%3,179 -74-2.3% -$8,903 减仓
DFCF DIMENSIONAL ETF TRUST $38.41万0.05%9,097 1,84725.5% $7.80万 加仓
HSY HERSHEY CO $38.63万0.05%1,858 -362-16.3% -$7.53万 减仓
AFL AFLAC INC $38.90万0.05%3,546 00.0% — 不变
— SILA REALTY TRUST INC $39.01万0.05%16,473 3051.9% $7,222 加仓
IYW ISHARES TR $39.07万0.05%2,154 -451-17.3% -$8.18万 减仓
PSX PHILLIPS 66 $39.13万0.05%2,148 50030.3% $9.11万 加仓
ROAD CONSTRUCTION PARTNERS INC $39.78万0.05%3,580 00.0% — 不变
RSP INVESCO EXCHANGE TRADED FD T $40.09万0.05%2,089 1356.9% $2.59万 加仓
QQQ INVESCO QQQ TR 看涨期权 $40.40万0.05%700 700— $40.40万 新建仓
QQQ INVESCO QQQ TR 看跌期权 $40.40万0.05%700 700— $40.40万 新建仓
BIV VANGUARD BD INDEX FDS $40.70万0.05%5,273 -796-13.1% -$6.14万 减仓
ORCL ORACLE CORP $41.12万0.05%2,795 -3,946-58.5% -$58.06万 减仓
FE FIRSTENERGY CORP $41.14万0.05%8,120 8,120— $41.14万 新建仓
NNN NNN REIT INC $41.65万0.05%9,909 830.8% $3,489 加仓
AMGN AMGEN INC $41.68万0.05%1,185 -199-14.4% -$7.00万 减仓