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 |
|---|---|---|---|---|---|---|---|---|
| ICOW | PACER FDS TR | $82.64万 | 0.09% | 19,852 | 1,659 | 9.1% | $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 | 2,535 | 53.3% | $28.94万 | 重新持有 |
| AGIX | KRANESHARES TRUST | $84.31万 | 0.09% | 17,981 | 476 | 2.7% | $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 | 10,472 | 33.4% | $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 | 3,201 | 114.5% | $46.91万 | 加仓 |
| VPU | VANGUARD WORLD FD | $88.65万 | 0.10% | 4,529 | 219 | 5.1% | $4.29万 | 加仓 |
| ALAI | THE ALGER ETF TRUST | $88.92万 | 0.10% | 19,483 | 786 | 4.2% | $3.59万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $89.00万 | 0.10% | 16,758 | 3,532 | 26.7% | $18.76万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $91.02万 | 0.10% | 2,110 | 378 | 21.8% | $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 | 11,136 | 250.5% | $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 | 1,143 | 4.5% | $4.21万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $97.76万 | 0.11% | 1,230 | 16 | 1.3% | $1.27万 | 加仓 |
| GLW | CORNING INC | $99.26万 | 0.11% | 3,886 | 2,165 | 125.8% | $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 | 454 | 12.0% | $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 | 2,156 | 20.4% | $17.48万 | 加仓 |
| TUSI | TOUCHSTONE ETF TRUST | $103.31万 | 0.12% | 40,900 | 11,071 | 37.1% | $27.97万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $103.35万 | 0.12% | 10,318 | 5,000 | 94.0% | $50.08万 | 加仓 |
| CSHI | NEOS ETF TRUST | $103.75万 | 0.12% | 20,829 | 5,623 | 37.0% | $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 | 1,218 | 4.2% | $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 | 500 | 50.0% | $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 | 500 | 50.0% | $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 | 9,772 | 108.9% | $60.78万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $117.51万 | 0.13% | 40,148 | 1,500 | 3.9% | $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 | 494 | 7.4% | $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 | 340 | 2.1% | $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 | 16 | 0.2% | $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 | 1,192 | 32.7% | $31.04万 | 加仓 |
| AHRT | AH RLTY TR INC | $126.30万 | 0.14% | 178,384 | 51,664 | 40.8% | $36.58万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $126.59万 | 0.14% | 33,349 | 185 | 0.6% | $7,023 | 加仓 |
| HD | HOME DEPOT INC | $129.93万 | 0.15% | 3,684 | 148 | 4.2% | $5.22万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $130.09万 | 0.15% | 4,367 | 683 | 18.5% | $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 | 2,013 | 4.9% | $6.07万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $133.16万 | 0.15% | 24,839 | 12,349 | 98.9% | $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 | 905 | 13.9% | $16.76万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $137.52万 | 0.15% | 38,350 | 1,237 | 3.3% | $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 | 219 | 2.2% | $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 | 1,060 | 86.7% | $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 | 15 | 0.8% | $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 | 867 | 23.7% | $28.38万 | 加仓 |
| TALO | TALOS ENERGY INC | $148.08万 | 0.17% | 114,700 | 0 | 0.0% | — | 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 | 1,782 | 15.5% | $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 | 1,266 | 2.9% | $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 | 243 | 0.8% | $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 | 15,573 | 124.8% | $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 | 3,094 | 57.1% | $58.70万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $162.63万 | 0.18% | 2,368 | 69 | 3.0% | $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 | 1,674 | 3.0% | $4.85万 | 加仓 |