13F 机构持仓

Brookwood Investment Group LLC

PHOENIX AZ · SEC CIK 0002066812

2026Q22026Q1 更早 9 个季度 🔒
$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
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 6.5%
NVDA 5.0%
VUG 4.3%
AAPL 3.7%
AMZN 2.1%
AVGO 1.9%
GOOGL 1.8%
MSFT 1.6%
MU 1.3%
AGGH 1.1%

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
ICOW PACER FDS TR $82.64万0.09%19,852 1,6599.1% $6.91万 加仓
ALM ALMONTY INDS INC $82.80万0.09%50,000 50,000— $82.80万 新建仓
AXP AMERICAN EXPRESS CO $82.90万0.09%2,451 -178-6.8% -$6.02万 减仓
AMLP ALPS ETF TR $83.10万0.09%16,027 -5,664-26.1% -$29.37万 减仓
SHOP SHOPIFY INC $83.23万0.09%7,289 2,53553.3% $28.94万 重新持有
AGIX KRANESHARES TRUST $84.31万0.09%17,981 4762.7% $2.23万 加仓
VST VISTRA CORP $84.50万0.10%5,327 5,327— $84.50万 新建仓
BUXX EA SERIES TRUST $84.75万0.10%41,870 10,47233.4% $21.20万 加仓
MEAR ISHARES U S ETF TR $84.93万0.10%16,857 -1,157-6.4% -$5.83万 减仓
ASND ASCENDIS PHARMA A/S $85.19万0.10%3,194 3,194— $85.19万 新建仓
SCHD SCHWAB STRATEGIC TR $85.56万0.10%26,981 -3,566-11.7% -$11.31万 减仓
GE GE AEROSPACE $87.71万0.10%2,347 -597-20.3% -$22.31万 减仓
CHAT TIDAL TRUST II $87.78万0.10%8,895 -955-9.7% -$9.42万 减仓
ORCL ORACLE CORP $87.87万0.10%5,996 3,201114.5% $46.91万 加仓
VPU VANGUARD WORLD FD $88.65万0.10%4,529 2195.1% $4.29万 加仓
ALAI THE ALGER ETF TRUST $88.92万0.10%19,483 7864.2% $3.59万 加仓
XLE SELECT SECTOR SPDR TR $89.00万0.10%16,758 3,53226.7% $18.76万 加仓
DELL DELL TECHNOLOGIES INC $91.02万0.10%2,110 37821.8% $16.31万 加仓
IGPT INVESCO EXCHANGE TRADED FD T $91.25万0.10%8,766 -1,280-12.7% -$13.32万 减仓
VGIT VANGUARD SCOTTSDALE FDS $91.90万0.10%15,581 11,136250.5% $65.68万 重新持有
IBIT ISHARES BITCOIN TRUST ETF $92.40万0.10%27,755 -1,310-4.5% -$4.36万 减仓
THRO BLACKROCK ETF TRUST $94.21万0.11%21,853 -2,160-9.0% -$9.31万 减仓
VZ VERIZON COMMUNICATIONS INC $96.41万0.11%22,771 -1,184-4.9% -$5.01万 减仓
SCHM SCHWAB STRATEGIC TR $97.33万0.11%26,397 1,1434.5% $4.21万 加仓
CASY CASEYS GEN STORES INC $97.76万0.11%1,230 161.3% $1.27万 加仓
GLW CORNING INC $99.26万0.11%3,886 2,165125.8% $55.30万 加仓
CLOA BLACKROCK ETF TRUST II $99.57万0.11%19,182 -1,384-6.7% -$7.18万 减仓
CAH CARDINAL HEALTH INC $100.66万0.11%4,237 45412.0% $10.79万 加仓
BUCK SIMPLIFY EXCHANGE TRADED FUN $101.57万0.11%43,370 -6,621-13.2% -$15.51万 减仓
IXC ISHARES TR $102.53万0.12%20,870 20,870— $102.53万 新建仓
RDVY FIRST TR EXCHANGE TRADED FD $103.22万0.12%12,734 2,15620.4% $17.48万 加仓
TUSI TOUCHSTONE ETF TRUST $103.31万0.12%40,900 11,07137.1% $27.97万 加仓
GBIL GOLDMAN SACHS ETF TR $103.35万0.12%10,318 5,00094.0% $50.08万 加仓
CSHI NEOS ETF TRUST $103.75万0.12%20,829 5,62337.0% $28.01万 加仓
CVX CHEVRON CORPORATION $104.21万0.12%6,287 -800-11.3% -$13.26万 减仓
SHY ISHARES TR $104.45万0.12%12,721 -10,854-46.0% -$89.12万 减仓
FLOT ISHARES TR $105.04万0.12%20,575 -36,513-64.0% -$186.40万 减仓
PFFA ETFIS SER TR I $106.97万0.12%52,001 -8,753-14.4% -$18.00万 减仓
MUB ISHARES TR $108.19万0.12%10,053 -1,402-12.2% -$15.09万 减仓
IEF ISHARES TR $108.34万0.12%11,456 -3,331-22.5% -$31.50万 减仓
ESGU ISHARES TR $108.66万0.12%6,639 -493-6.9% -$8.07万 减仓
— PUTNAM ETF TRUST $109.02万0.12%40,065 40,065— $109.02万 新建仓
SCHA SCHWAB STRATEGIC TR $109.34万0.12%30,264 1,2184.2% $4.40万 加仓
INTU INTUIT $110.56万0.12%4,236 4,236— $110.56万 新建仓
SOXX ISHARES TR $111.62万0.13%1,742 1,742— $111.62万 新建仓
SPY STATE STR SPDR S&P 500 ETF T 看涨期权 $112.02万0.13%1,500 50050.0% $37.34万 加仓
SPY STATE STR SPDR S&P 500 ETF T 看跌期权 $112.02万0.13%1,500 50050.0% $37.34万 加仓
PLTR PALANTIR TECHNOLOGIES INC $113.74万0.13%9,749 -3,290-25.2% -$38.38万 减仓
COWZ PACER FDS TR $116.62万0.13%18,749 9,772108.9% $60.78万 加仓
ALLW SSGA ACTIVE TR $117.51万0.13%40,148 1,5003.9% $4.39万 加仓
NFLX NETFLIX INC. $117.88万0.13%16,510 -2,610-13.7% -$18.64万 减仓
QTUM ETF SER SOLUTIONS $117.95万0.13%7,132 4947.4% $8.17万 加仓
RAA ETF OPPORTUNITIES TRUST $118.17万0.13%40,075 40,075— $118.17万 新建仓
VEA VANGUARD TAX-MANAGED FDS $118.95万0.13%16,694 3402.1% $2.42万 加仓
WDC WESTERN DIGITAL CORP $120.66万0.14%1,889 -789-29.5% -$50.40万 减仓
COHR COHERENT CORP $122.64万0.14%3,109 -241-7.2% -$9.51万 减仓
ORKA ORUKA THERAPEUTICS INC $123.63万0.14%12,990 -3,003-18.8% -$28.58万 减仓
ACLS AXCELIS TECHNOLOGIES INC $123.81万0.14%6,535 160.2% $3,031 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $123.86万0.14%1,284 -180-12.3% -$17.36万 减仓
XLK SELECT SECTOR SPDR TR $125.63万0.14%6,594 -2,874-30.4% -$54.76万 减仓
VLO VALERO ENERGY CORP $126.07万0.14%4,841 1,19232.7% $31.04万 加仓
AHRT AH RLTY TR INC $126.30万0.14%178,384 51,66440.8% $36.58万 加仓
CGBL CAPITAL GROUP CORE BALANCED $126.59万0.14%33,349 1850.6% $7,023 加仓
HD HOME DEPOT INC $129.93万0.15%3,684 1484.2% $5.22万 加仓
MRVL MARVELL TECHNOLOGY INC $130.09万0.15%4,367 68318.5% $20.35万 加仓
TIP ISHARES TR $130.50万0.15%11,925 -3,231-21.3% -$35.36万 减仓
PHYS SPROTT ASSET MANAGEMENT LP $130.66万0.15%43,309 2,0134.9% $6.07万 加仓
XLF SELECT SECTOR SPDR TR $133.16万0.15%24,839 12,34998.9% $66.20万 加仓
— SIMPLIFY EXCHANGE TRADED FUN $134.06万0.15%68,666 -6,848-9.1% -$13.37万 减仓
BAI BLACKROCK ETF TRUST $134.49万0.15%25,510 -8,275-24.5% -$43.63万 减仓
APH AMPHENOL CORP $135.44万0.15%7,681 -3,450-31.0% -$60.83万 减仓
SPHD INVESCO EXCH TRADED FD TR II $135.70万0.15%26,692 -958-3.5% -$4.87万 减仓
XLI SELECT SECTOR SPDR TR $137.11万0.15%7,402 90513.9% $16.76万 加仓
— INNOVATOR ETFS TRUST $137.52万0.15%38,350 1,2373.3% $4.44万 加仓
ITA ISHARES TR $138.23万0.16%5,702 -800-12.3% -$19.39万 减仓
IVW ISHARES TR $139.63万0.16%10,153 2192.2% $3.01万 加仓
— FIRST TR EXCHNG TRADED FD VI $139.91万0.16%47,338 -7,679-14.0% -$22.70万 减仓
PSC PRINCIPAL EXCHANGE TRADED FD $140.49万0.16%20,034 -4,035-16.8% -$28.30万 减仓
IWMI NEOS ETF TRUST $140.52万0.16%26,256 -3,837-12.8% -$20.54万 减仓
— INVESCO EXCH TRADED FD TR II $140.77万0.16%31,632 -7,650-19.5% -$34.04万 减仓
DE DEERE & CO $144.82万0.16%2,283 1,06086.7% $67.24万 加仓
BMY BRISTOL-MYERS SQUIBB CO $147.34万0.17%25,571 -35-0.1% -$2,017 减仓
CW CURTISS WRIGHT CORP $147.76万0.17%1,950 150.8% $1.14万 加仓
FYC FIRST TR EXCHANGE-TRADED ALP $147.93万0.17%11,617 -2,271-16.4% -$28.92万 减仓
JPM JPMORGAN CHASE & CO $148.03万0.17%4,522 86723.7% $28.38万 加仓
TALO TALOS ENERGY INC $148.08万0.17%114,700 00.0% — 不变
— SIMPLIFY EXCHANGE TRADED FUN $149.62万0.17%60,380 -7,320-10.8% -$18.14万 减仓
WMT WALMART INC $150.77万0.17%13,312 1,78215.5% $20.18万 加仓
— NEOS ETF TRUST $151.50万0.17%30,762 -3,687-10.7% -$18.16万 减仓
SCHV SCHWAB STRATEGIC TR $155.92万0.18%44,791 1,2662.9% $4.41万 加仓
META META PLATFORMS INC 看涨期权 $157.72万0.18%2,800 -1,100-28.2% -$61.96万 减仓
GUNR FLEXSHARES TR $158.97万0.18%32,259 2430.8% $1.20万 加仓
ECL ECOLAB INC $159.67万0.18%5,731 -155-2.6% -$4.32万 减仓
BAC BANK OF AMER CORP $159.85万0.18%28,054 15,573124.8% $88.73万 加仓
LRCX LAM RESEARCH CORP $160.64万0.18%3,707 -695-15.8% -$30.12万 减仓
SNDK SANDISK CORP $161.43万0.18%710 -239-25.2% -$54.34万 减仓
RTX RTX CORPORATION $161.56万0.18%8,515 3,09457.1% $58.70万 加仓
VOO VANGUARD INDEX FDS $162.63万0.18%2,368 693.0% $4.74万 加仓
— BELPOINTE PREP LLC $163.02万0.18%35,995 -1,876-5.0% -$8.50万 减仓
SCHB SCHWAB STRATEGIC TR $165.19万0.19%57,040 1,6743.0% $4.85万 加仓