Brookwood Investment Group LLC
PHOENIX AZ · SEC CIK 0002066812
$8.88亿2026Q2 申报市值
538持仓数
29.2%前十大占比 · 第一大 6.5%
76 / 75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
CAPITOL SER TR 新建仓+$554.00万
FTLS 加仓+$473.25万
MANAGER DIRECTED 新建仓+$426.59万
IAU 加仓+$406.69万
CALAMOS ETF TR 新建仓+$328.41万
2026Q2 卖出最多 按季末市值估算
GRNY 清仓-$676.45万
TIDAL TRUST III 减仓-$555.81万
CTA 清仓-$522.22万
TIDAL TRUST III 减仓-$509.44万
AMAT 减仓-$472.16万
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 |
|---|---|---|---|---|---|---|---|---|
| ISRG | INTUITIVE SURGICAL INC | $27.96万 | 0.03% | 703 | -59 | -7.7% | -$2.35万 | 减仓 |
| CLOZ | SERIES PORTFOLIOS TR | $28.02万 | 0.03% | 10,607 | 10,607 | — | $28.02万 | 新建仓 |
| LIT | GLOBAL X FDS | $28.15万 | 0.03% | 3,596 | 384 | 12.0% | $3.01万 | 加仓 |
| — | UBS AG | $28.22万 | 0.03% | 4,337 | -11,730 | -73.0% | -$76.33万 | 重新持有 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $28.39万 | 0.03% | 5,027 | -1,000 | -16.6% | -$5.65万 | 减仓 |
| EQT | EQT CORP | $28.46万 | 0.03% | 5,353 | 5,353 | — | $28.46万 | 新建仓 |
| SO | SOUTHERN CO | $28.70万 | 0.03% | 2,999 | -185 | -5.8% | -$1.77万 | 减仓 |
| DGRW | WISDOMTREE TR | $28.73万 | 0.03% | 3,005 | -365 | -10.8% | -$3.49万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $28.92万 | 0.03% | 3,660 | 459 | 14.3% | $3.63万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $29.05万 | 0.03% | 2,610 | 0 | 0.0% | — | 不变 |
| HBTA | HORIZON FDS | $29.37万 | 0.03% | 8,983 | -4,311 | -32.4% | -$14.09万 | 减仓 |
| VLUE | ISHARES TR | $29.47万 | 0.03% | 1,475 | -360 | -19.6% | -$7.19万 | 重新持有 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $29.63万 | 0.03% | 4,960 | -2,076 | -29.5% | -$12.40万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $29.69万 | 0.03% | 4,114 | 417 | 11.3% | $3.01万 | 重新持有 |
| WCPB | NORTHERN LTS FD TR II | $30.56万 | 0.03% | 12,057 | 2,800 | 30.2% | $7.10万 | 加仓 |
| PALC | PACER FDS TR | $30.90万 | 0.03% | 5,171 | -769 | -12.9% | -$4.59万 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $30.94万 | 0.03% | 5,476 | -4,802 | -46.7% | -$27.13万 | 减仓 |
| SIL | GLOBAL X FDS 看涨期权 | $30.98万 | 0.03% | 4,000 | 4,000 | — | $30.98万 | 新建仓 |
| CUBE | CUBESMART | $30.99万 | 0.03% | 7,792 | -25 | -0.3% | -$994 | 减仓 |
| — | EA SERIES TRUST | $31.09万 | 0.04% | 12,924 | -5,725 | -30.7% | -$13.77万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $31.16万 | 0.04% | 14,000 | -690 | -4.7% | -$1.54万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $31.70万 | 0.04% | 8,679 | -1,842 | -17.5% | -$6.73万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $32.06万 | 0.04% | 14,281 | -1,594 | -10.0% | -$3.58万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $32.08万 | 0.04% | 7,600 | -1,497 | -16.5% | -$6.32万 | 减仓 |
| TAFI | AB ACTIVE ETFS INC | $32.15万 | 0.04% | 12,748 | 12,748 | — | $32.15万 | 新建仓 |
| NTRA | NATERA INC | $32.25万 | 0.04% | 1,188 | -147 | -11.0% | -$3.99万 | 减仓 |
| TGTX | TG THERAPEUTICS INC | $32.47万 | 0.04% | 5,910 | 5,910 | — | $32.47万 | 新建仓 |
| FBCG | FIDELITY COVINGTON TRUST | $32.53万 | 0.04% | 5,238 | -897 | -14.6% | -$5.57万 | 减仓 |
| HUBG | HUB GROUP INC 看涨期权 | $32.84万 | 0.04% | 7,500 | 7,500 | — | $32.84万 | 新建仓 |
| — | BRT APARTMENTS CORP | $33.01万 | 0.04% | 21,475 | 1,039 | 5.1% | $1.60万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $33.25万 | 0.04% | 6,574 | -6 | -0.1% | -$303 | 减仓 |
| STOT | SSGA ACTIVE TR | $33.59万 | 0.04% | 7,137 | -223 | -3.0% | -$1.05万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $33.98万 | 0.04% | 4,930 | 123 | 2.6% | $8,478 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $34.35万 | 0.04% | 9,157 | 9,157 | — | $34.35万 | 新建仓 |
| — | HANCOCK JOHN PREM DIVID FD | $34.40万 | 0.04% | 26,562 | -121 | -0.5% | -$1,567 | 减仓 |
| LALT | FIRST TR EXCHNG TRADED FD VI | $34.43万 | 0.04% | 14,326 | 1,628 | 12.8% | $3.91万 | 加仓 |
| ICVT | ISHARES TR | $34.48万 | 0.04% | 2,832 | 41 | 1.5% | $4,992 | 加仓 |
| TLN | TALEN ENERGY CORP | $34.74万 | 0.04% | 904 | 904 | — | $34.74万 | 新建仓 |
| TBIL | RBB FD INC | $34.80万 | 0.04% | 6,980 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $34.90万 | 0.04% | 930 | 210 | 29.2% | $7.88万 | 加仓 |
| — | COLLABORATIVE INVESTMNT SER | $35.22万 | 0.04% | 11,483 | -5,843 | -33.7% | -$17.92万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $35.40万 | 0.04% | 5,824 | 1,663 | 40.0% | $10.11万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $35.52万 | 0.04% | 10,245 | 10,245 | — | $35.52万 | 新建仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $35.62万 | 0.04% | 26,947 | 4,576 | 20.5% | $6.05万 | 加仓 |
| KLAC | KLA CORP | $35.94万 | 0.04% | 1,191 | 1,008 | 550.8% | $30.42万 | 重新持有 |
| XLC | SELECT SECTOR SPDR TR | $36.10万 | 0.04% | 3,370 | -4,714 | -58.3% | -$50.50万 | 减仓 |
| LOW | LOWES COS INC | $36.11万 | 0.04% | 1,638 | 555 | 51.2% | $12.23万 | 加仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $36.28万 | 0.04% | 7,211 | 944 | 15.1% | $4.75万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $36.29万 | 0.04% | 3,100 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $36.29万 | 0.04% | 3,758 | 83 | 2.3% | $8,016 | 加仓 |
| IGSB | ISHARES TR | $36.39万 | 0.04% | 6,944 | -1 | -0.0% | -$52 | 减仓 |
| CCI | CROWN CASTLE INC | $36.60万 | 0.04% | 4,833 | 552 | 12.9% | $4.18万 | 加仓 |
| RYN | RAYONIER INC | $36.93万 | 0.04% | 17,354 | 5,603 | 47.7% | $11.92万 | 加仓 |
| CB | CHUBB LIMITED | $37.09万 | 0.04% | 1,089 | 425 | 64.0% | $14.47万 | 加仓 |
| — | CLIPPER RLTY INC | $37.13万 | 0.04% | 136,525 | 24,180 | 21.5% | $6.58万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $37.44万 | 0.04% | 10,631 | -1,413 | -11.7% | -$4.98万 | 减仓 |
| AAPL | APPLE INC 看跌期权 | $37.62万 | 0.04% | 1,300 | -200 | -13.3% | -$5.79万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $37.94万 | 0.04% | 21,160 | 21,160 | — | $37.94万 | 新建仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $38.11万 | 0.04% | 13,651 | 35 | 0.3% | $977 | 加仓 |
| NOW | SERVICENOW INC | $38.92万 | 0.04% | 3,920 | -95 | -2.4% | -$9,432 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $38.96万 | 0.04% | 5,080 | -193 | -3.7% | -$1.48万 | 减仓 |
| — | NUVEEN MASS QUALITY MUN INC | $39.41万 | 0.04% | 30,335 | 7,875 | 35.1% | $10.23万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $39.74万 | 0.04% | 14,167 | 14,167 | — | $39.74万 | 新建仓 |
| T | AT&T INC | $39.83万 | 0.04% | 19,239 | 536 | 2.9% | $1.11万 | 加仓 |
| CRM | SALESFORCE INC | $39.84万 | 0.04% | 2,543 | 1,065 | 72.1% | $16.68万 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $40.13万 | 0.05% | 7,980 | 7,980 | — | $40.13万 | 新建仓 |
| VOX | VANGUARD WORLD FD | $40.34万 | 0.05% | 2,193 | -169 | -7.2% | -$3.11万 | 减仓 |
| — | KRANESHARES TRUST | $40.83万 | 0.05% | 9,905 | 538 | 5.7% | $2.22万 | 加仓 |
| MRK | MERCK & CO INC | $40.88万 | 0.05% | 3,181 | 2 | 0.1% | $257 | 加仓 |
| AFL | AFLAC INC | $41.20万 | 0.05% | 3,514 | -32 | -0.9% | -$3,752 | 减仓 |
| MTUM | ISHARES TR | $41.38万 | 0.05% | 1,207 | 303 | 33.5% | $10.39万 | 重新持有 |
| XLV | SELECT SECTOR SPDR TR | $41.60万 | 0.05% | 2,622 | 440 | 20.2% | $6.98万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $41.78万 | 0.05% | 1,964 | -125 | -6.0% | -$2.66万 | 减仓 |
| VOLT | TEMA ETF TRUST | $41.96万 | 0.05% | 10,016 | 171 | 1.7% | $7,163 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $41.98万 | 0.05% | 14,004 | -6,149 | -30.5% | -$18.43万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $41.99万 | 0.05% | 6,007 | 1,003 | 20.0% | $7.01万 | 加仓 |
| GCC | WISDOMTREE TR | $42.04万 | 0.05% | 18,559 | 696 | 3.9% | $1.58万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $42.20万 | 0.05% | 8,564 | -390 | -4.4% | -$1.92万 | 减仓 |
| SYSB | ISHARES TR | $42.22万 | 0.05% | 4,759 | -875 | -15.5% | -$7.76万 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $42.52万 | 0.05% | 3,580 | 0 | 0.0% | — | 不变 |
| SETM | SPROTT FDS TR | $42.62万 | 0.05% | 13,679 | 364 | 2.7% | $1.13万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $42.86万 | 0.05% | 10,639 | -1,991 | -15.8% | -$8.02万 | 减仓 |
| HAS | HASBRO INC | $43.29万 | 0.05% | 5,242 | -2,027 | -27.9% | -$16.74万 | 减仓 |
| QCOM | QUALCOMM INC | $43.29万 | 0.05% | 2,343 | -381 | -14.0% | -$7.04万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $43.77万 | 0.05% | 4,744 | -7,492 | -61.2% | -$69.12万 | 重新持有 |
| AMGN | AMGEN INC | $44.14万 | 0.05% | 1,219 | 34 | 2.9% | $1.23万 | 加仓 |
| HYD | VANECK ETF TRUST | $44.85万 | 0.05% | 8,707 | -889 | -9.3% | -$4.58万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $44.96万 | 0.05% | 3,077 | -2,084 | -40.4% | -$30.45万 | 减仓 |
| F | FORD MTR CO | $45.07万 | 0.05% | 32,427 | 16,687 | 106.0% | $23.20万 | 加仓 |
| IYW | ISHARES TR | $45.57万 | 0.05% | 1,807 | -347 | -16.1% | -$8.75万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $45.64万 | 0.05% | 12,414 | -2,178 | -14.9% | -$8.01万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $45.95万 | 0.05% | 5,364 | 709 | 15.2% | $6.07万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $46.14万 | 0.05% | 8,815 | -6,652 | -43.0% | -$34.81万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $46.71万 | 0.05% | 2,734 | 2,734 | — | $46.71万 | 新建仓 |
| IDU | ISHARES TR | $46.75万 | 0.05% | 4,079 | -34 | -0.8% | -$3,897 | 减仓 |
| KO | COCA COLA CO | $46.83万 | 0.05% | 5,763 | 1,465 | 34.1% | $11.91万 | 加仓 |
| MMM | 3M CO | $46.88万 | 0.05% | 2,895 | 818 | 39.4% | $13.25万 | 加仓 |
| VIS | VANGUARD WORLD FD | $47.03万 | 0.05% | 1,305 | -120 | -8.4% | -$4.32万 | 减仓 |
| SDCI | USCF ETF TR | $47.03万 | 0.05% | 17,788 | 446 | 2.6% | $1.18万 | 加仓 |
| OKLO | OKLO INC 看跌期权 | $47.10万 | 0.05% | 9,000 | 9,000 | — | $47.10万 | 新建仓 |