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
DIS DISNEY WALT CO $68.84万0.08%7,143 80.1% $771 加仓
DE DEERE & CO $68.89万0.09%1,223 00.0% — 不变
ITOT ISHARES TR $69.04万0.09%4,847 601.3% $8,546 加仓
AHRT AH RLTY TR INC $69.70万0.09%126,720 29,42830.2% $16.19万 加仓
ORRF ORRSTOWN FINL SVCS INC $70.75万0.09%19,609 00.0% — 不变
— INNOVATOR ETFS TRUST $70.97万0.09%18,452 1,0025.7% $3.85万 加仓
QTUM ETF SER SOLUTIONS $71.23万0.09%6,638 2,51160.8% $26.94万 加仓
BWMN BOWMAN CONSULTING GROUP LTD $71.53万0.09%25,150 4,46021.6% $12.68万 加仓
MCD MCDONALDS CORP $72.11万0.09%2,320 -654-22.0% -$20.33万 减仓
RDVY FIRST TR EXCHANGE TRADED FD $72.22万0.09%10,578 3,83156.8% $26.16万 加仓
WDC WESTERN DIGITAL CORP $72.44万0.09%2,678 2,678— $72.44万 新建仓
DLB DOLBY LABORATORIES INC $72.50万0.09%12,071 12,071— $72.50万 新建仓
NEE NEXTERA ENERGY INC $73.43万0.09%7,905 -88-1.1% -$8,174 减仓
ANAB ANAPTYSBIO INC $74.11万0.09%13,362 13,362— $74.11万 新建仓
AMD ADVANCED MICRO DEVICES INC $74.28万0.09%3,651 -1,344-26.9% -$27.34万 减仓
EFG ISHARES TR $74.62万0.09%6,701 -1,680-20.0% -$18.71万 减仓
LMT LOCKHEED MARTIN CORP $75.50万0.09%1,249 -468-27.3% -$28.29万 减仓
TUSI TOUCHSTONE ETF TRUST $75.53万0.09%29,829 -23,295-43.9% -$58.98万 减仓
CSHI NEOS ETF TRUST $75.70万0.09%15,206 15,206— $75.70万 新建仓
VMBS VANGUARD SCOTTSDALE FDS $76.52万0.09%16,299 7935.1% $3.72万 加仓
VIG VANGUARD SPECIALIZED FUNDS $77.04万0.10%3,582 74826.4% $16.09万 加仓
ICOW PACER FDS TR $77.21万0.10%18,193 2,22013.9% $9.42万 加仓
XRN CHIRON REAL ESTATE INC $77.73万0.10%23,499 13,984147.0% $46.26万 加仓
SCHM SCHWAB STRATEGIC TR $78.19万0.10%25,254 5112.1% $1.58万 加仓
ORKA ORUKA THERAPEUTICS INC $78.45万0.10%15,993 -576-3.5% -$2.83万 减仓
CIEN CIENA CORP $78.62万0.10%2,025 -1,034-33.8% -$40.14万 减仓
AXP AMERICAN EXPRESS CO $79.53万0.10%2,629 -41-1.5% -$1.24万 减仓
COHR COHERENT CORP $79.80万0.10%3,350 -198-5.6% -$4.72万 减仓
CAH CARDINAL HEALTH INC $79.94万0.10%3,783 -1,070-22.0% -$22.61万 减仓
BINC BLACKROCK ETF TRUST II $80.32万0.10%15,467 4,59042.2% $23.84万 加仓
JNJ JOHNSON & JOHNSON $80.37万0.10%3,288 -498-13.2% -$12.17万 减仓
XLE SELECT SECTOR SPDR TR $81.02万0.10%13,226 -4,093-23.6% -$25.07万 减仓
FBND FIDELITY MERRIMACK STR TR $81.43万0.10%17,850 1,4418.8% $6.57万 加仓
MA MASTERCARD INCORPORATED $81.63万0.10%1,634 -296-15.3% -$14.79万 减仓
GE GE AEROSPACE $83.54万0.10%2,944 -264-8.2% -$7.49万 减仓
VO VANGUARD INDEX FDS $83.63万0.10%2,912 -32-1.1% -$9,190 减仓
SCHA SCHWAB STRATEGIC TR $84.47万0.10%29,046 29,046— $84.47万 新建仓
VPU VANGUARD WORLD FD $85.40万0.11%4,310 -148-3.3% -$2.93万 减仓
THRO BLACKROCK ETF TRUST $86.98万0.11%24,013 6782.9% $2.46万 加仓
CASY CASEYS GEN STORES INC $88.36万0.11%1,214 -10-0.8% -$7,279 减仓
XLC SELECT SECTOR SPDR TR $89.62万0.11%8,084 -3,995-33.1% -$44.29万 减仓
VLO VALERO ENERGY CORP $90.16万0.11%3,649 1,66283.6% $41.06万 加仓
MEAR ISHARES U S ETF TR $90.68万0.11%18,014 5162.9% $2.60万 加仓
JMUB J P MORGAN EXCHANGE TRADED F $91.68万0.11%18,339 -228-1.2% -$1.14万 减仓
SCHD SCHWAB STRATEGIC TR $93.72万0.12%30,547 6,37126.4% $19.55万 加仓
LRCX LAM RESEARCH CORP $94.05万0.12%4,402 86624.5% $18.50万 加仓
BKLN INVESCO EXCH TRADED FD TR II $94.06万0.12%46,085 -2,905-5.9% -$5.93万 减仓
AIS TIDAL TRUST III $94.13万0.12%22,461 16,890303.2% $70.79万 加仓
CSCO CISCO SYS INC $95.56万0.12%12,315 1,24811.3% $9.68万 加仓
FTLS FIRST TR EXCH TRADED FD III $98.56万0.12%14,008 -286-2.0% -$2.01万 减仓
TLT ISHARES TR 看跌期权 $99.69万0.12%11,500 11,500— $99.69万 新建仓
ESGU ISHARES TR $100.85万0.12%7,132 -1,227-14.7% -$17.35万 减仓
ARKK ARK ETF TR 看跌期权 $101.39万0.13%15,000 15,000— $101.39万 新建仓
TLT ISHARES TR $102.20万0.13%11,789 230.2% $1,994 加仓
XTEN BONDBLOXX ETF TRUST $104.47万0.13%22,780 8,35757.9% $38.33万 加仓
RTX RTX CORPORATION $104.58万0.13%5,421 -463-7.9% -$8.93万 减仓
VEA VANGUARD TAX-MANAGED FDS $104.80万0.13%16,354 3,79430.2% $24.31万 加仓
SIL GLOBAL X FDS $104.84万0.13%11,639 8,955333.6% $80.67万 加仓
XLI SELECT SECTOR SPDR TR $105.08万0.13%6,497 -4,922-43.1% -$79.61万 减仓
PANW PALO ALTO NETWORKS INC $106.02万0.13%6,613 -1,362-17.1% -$21.84万 减仓
CLOA BLACKROCK ETF TRUST II $106.60万0.13%20,566 -16,527-44.6% -$85.67万 减仓
JPM JPMORGAN CHASE & CO $107.50万0.13%3,655 -1,476-28.8% -$43.41万 减仓
— CATALYST PHARMACEUTICALS INC $110.92万0.14%44,800 44,800— $110.92万 新建仓
BAI BLACKROCK ETF TRUST $111.32万0.14%33,785 1,0873.3% $3.58万 加仓
ALLW SSGA ACTIVE TR $111.50万0.14%38,648 11,44042.0% $33.00万 加仓
IBIT ISHARES BITCOIN TRUST ETF $111.67万0.14%29,065 720.2% $2,766 加仓
IVW ISHARES TR $112.37万0.14%9,934 -442-4.3% -$5.00万 减仓
CGBL CAPITAL GROUP CORE BALANCED $114.12万0.14%33,164 1,9586.3% $6.74万 加仓
AMLP ALPS ETF TR $114.18万0.14%21,691 2,64413.9% $13.92万 加仓
HD HOME DEPOT INC $116.30万0.14%3,536 -774-18.0% -$25.46万 减仓
BUCK SIMPLIFY EXCHANGE TRADED FUN $117.50万0.15%49,991 15,52545.0% $36.49万 加仓
CRWD CROWDSTRIKE HLDGS INC $117.94万0.15%3,021 -540-15.2% -$21.08万 减仓
VZ VERIZON COMMUNICATIONS INC $120.26万0.15%23,955 -77-0.3% -$3,865 减仓
MUB ISHARES TR $121.59万0.15%11,455 2872.6% $3.05万 加仓
PFFA ETFIS SER TR I $123.70万0.15%60,754 18,62844.2% $37.93万 加仓
— INNOVATOR ETFS TRUST $124.66万0.15%37,113 3,3019.8% $11.09万 加仓
XLK SELECT SECTOR SPDR TR $125.83万0.16%9,468 -1,067-10.1% -$14.18万 减仓
— FIRST TR EXCHNG TRADED FD VI $130.43万0.16%55,017 15,05237.7% $35.68万 加仓
CW CURTISS WRIGHT CORP $131.80万0.16%1,935 00.0% — 不变
SPMO INVESCO EXCH TRADED FD TR II $132.17万0.16%11,789 -76,887-86.7% -$862.00万 减仓
— INVESCO EXCH TRADED FD TR II $132.40万0.16%39,282 39,282— $132.40万 新建仓
SCHV SCHWAB STRATEGIC TR $132.75万0.16%43,525 43,525— $132.75万 新建仓
IAGG ISHARES TR $133.10万0.16%26,599 8,09743.8% $40.52万 加仓
FYC FIRST TR EXCHANGE-TRADED ALP $134.69万0.17%13,888 4,10041.9% $39.76万 加仓
SPHD INVESCO EXCH TRADED FD TR II $137.17万0.17%27,650 4631.7% $2.30万 加仓
VOO VANGUARD INDEX FDS $137.37万0.17%2,299 87761.7% $52.40万 加仓
PSC PRINCIPAL EXCHANGE TRADED FD $137.97万0.17%24,069 6,88740.1% $39.48万 加仓
SCHB SCHWAB STRATEGIC TR $138.97万0.17%55,366 -306-0.5% -$7,681 减仓
APH AMPHENOL CORP $140.65万0.17%11,131 8,495322.3% $107.34万 加仓
IEF ISHARES TR $141.13万0.17%14,787 3,78334.4% $36.10万 加仓
ITA ISHARES TR $142.23万0.18%6,502 5559.3% $12.14万 加仓
IWMI NEOS ETF TRUST $142.64万0.18%30,093 -4,850-13.9% -$22.99万 减仓
KRE SPDR SERIES TRUST 看跌期权 $142.68万0.18%21,900 21,900— $142.68万 新建仓
WMT WALMART INC $143.30万0.18%11,530 -9,103-44.1% -$113.14万 减仓
SCHG SCHWAB STRATEGIC TR $143.44万0.18%49,242 3,1906.9% $9.29万 加仓
ASML ASML HLDG NV $145.84万0.18%1,104 13513.9% $17.83万 加仓
PHYS SPROTT ASSET MANAGEMENT LP $146.35万0.18%41,296 -18,509-30.9% -$65.60万 减仓
CVX CHEVRON CORPORATION $146.62万0.18%7,087 -12,030-62.9% -$248.89万 减仓
USMV ISHARES TR $146.63万0.18%15,811 7,80197.4% $72.35万 加仓
— SIMPLIFY EXCHANGE TRADED FUN $148.92万0.18%75,514 30,28567.0% $59.72万 加仓