Brookwood Investment Group LLC
PHOENIX AZ · SEC CIK 0002066812
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| EWG | ISHARES INC 看跌期权 | $45.62万 | 0.06% | 11,500 | 11,500 | — | $45.62万 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $45.21万 | 0.06% | 11,248 | -1,637 | -12.7% | -$6.58万 | 减仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $45.09万 | 0.06% | 12,044 | 29 | 0.2% | $1,086 | 加仓 |
| TMFC | RBB FD INC | $44.57万 | 0.06% | 6,756 | 230 | 3.5% | $1.52万 | 加仓 |
| VIS | VANGUARD WORLD FD | $44.49万 | 0.05% | 1,425 | -89 | -5.9% | -$2.78万 | 减仓 |
| BA | BOEING CO | $44.38万 | 0.05% | 2,230 | 624 | 38.9% | $12.42万 | 加仓 |
| — | EA SERIES TRUST | $44.09万 | 0.05% | 18,649 | 18,649 | — | $44.09万 | 新建仓 |
| SETM | SPROTT FDS TR | $44.05万 | 0.05% | 13,315 | 3,378 | 34.0% | $11.17万 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $43.69万 | 0.05% | 13,349 | 2,677 | 25.1% | $8.76万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $43.40万 | 0.05% | 1,604 | -238 | -12.9% | -$6.44万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $42.93万 | 0.05% | 7,303 | 1,337 | 22.4% | $7.86万 | 加仓 |
| GCC | WISDOMTREE TR | $42.76万 | 0.05% | 17,863 | 17,863 | — | $42.76万 | 新建仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $42.52万 | 0.05% | 8,340 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $42.48万 | 0.05% | 2,362 | -138 | -5.5% | -$2.48万 | 减仓 |
| USDU | WISDOMTREE TR | $42.31万 | 0.05% | 16,070 | 16,070 | — | $42.31万 | 新建仓 |
| — | CALAMOS ETF TR | $42.20万 | 0.05% | 15,148 | 292 | 2.0% | $8,136 | 加仓 |
| IWM | ISHARES TR 看涨期权 | $42.16万 | 0.05% | 1,700 | 1,700 | — | $42.16万 | 新建仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $42.06万 | 0.05% | 7,036 | 1,399 | 24.8% | $8.36万 | 加仓 |
| NOW | SERVICENOW INC | $41.98万 | 0.05% | 4,015 | -5,677 | -58.6% | -$59.35万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $41.88万 | 0.05% | 1,939 | 112 | 6.1% | $2.42万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $41.82万 | 0.05% | 15,918 | -557 | -3.4% | -$1.46万 | 减仓 |
| AMGN | AMGEN INC | $41.68万 | 0.05% | 1,185 | -199 | -14.4% | -$7.00万 | 减仓 |
| NNN | NNN REIT INC | $41.65万 | 0.05% | 9,909 | 83 | 0.8% | $3,489 | 加仓 |
| FE | FIRSTENERGY CORP | $41.14万 | 0.05% | 8,120 | 8,120 | — | $41.14万 | 新建仓 |
| ORCL | ORACLE CORP | $41.12万 | 0.05% | 2,795 | -3,946 | -58.5% | -$58.06万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $40.70万 | 0.05% | 5,273 | -796 | -13.1% | -$6.14万 | 减仓 |
| 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 |
| RSP | INVESCO EXCHANGE TRADED FD T | $40.09万 | 0.05% | 2,089 | 135 | 6.9% | $2.59万 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $39.78万 | 0.05% | 3,580 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $39.13万 | 0.05% | 2,148 | 500 | 30.3% | $9.11万 | 加仓 |
| IYW | ISHARES TR | $39.07万 | 0.05% | 2,154 | -451 | -17.3% | -$8.18万 | 减仓 |
| — | SILA REALTY TRUST INC | $39.01万 | 0.05% | 16,473 | 305 | 1.9% | $7,222 | 加仓 |
| AFL | AFLAC INC | $38.90万 | 0.05% | 3,546 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $38.63万 | 0.05% | 1,858 | -362 | -16.3% | -$7.53万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $38.41万 | 0.05% | 9,097 | 1,847 | 25.5% | $7.80万 | 加仓 |
| MRK | MERCK & CO INC | $38.25万 | 0.05% | 3,179 | -74 | -2.3% | -$8,903 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $38.09万 | 0.05% | 8,954 | -737 | -7.6% | -$3.14万 | 减仓 |
| AAPL | APPLE INC 看跌期权 | $38.07万 | 0.05% | 1,500 | 1,500 | — | $38.07万 | 新建仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $37.64万 | 0.05% | 7,375 | 7,375 | — | $37.64万 | 新建仓 |
| CPT | CAMDEN PPTY TR | $37.35万 | 0.05% | 3,825 | 1,369 | 55.7% | $13.37万 | 加仓 |
| INTC | INTEL CORP | $37.16万 | 0.05% | 8,420 | 1,749 | 26.2% | $7.72万 | 加仓 |
| IGSB | ISHARES TR | $36.50万 | 0.05% | 6,945 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $36.49万 | 0.05% | 3,684 | -308 | -7.7% | -$3.05万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $36.32万 | 0.04% | 1,991 | -3,596 | -64.4% | -$65.61万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $36.27万 | 0.04% | 6,638 | -28 | -0.4% | -$1,530 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $35.91万 | 0.04% | 1,433 | -2,473 | -63.3% | -$61.97万 | 减仓 |
| HBTA | HORIZON FDS | $35.60万 | 0.04% | 13,294 | 2,418 | 22.2% | $6.48万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $35.53万 | 0.04% | 10,521 | -677 | -6.0% | -$2.29万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $35.13万 | 0.04% | 762 | 146 | 23.7% | $6.73万 | 加仓 |
| QCOM | QUALCOMM INC | $35.08万 | 0.04% | 2,724 | 23 | 0.9% | $2,962 | 加仓 |
| HECA | ETF OPPORTUNITIES TRUST | $35.00万 | 0.04% | 12,124 | 12,124 | — | $35.00万 | 新建仓 |
| SHYM | BLACKROCK ETF TRUST II | $34.96万 | 0.04% | 15,875 | 846 | 5.6% | $1.86万 | 加仓 |
| — | HANCOCK JOHN PREM DIVID FD | $34.95万 | 0.04% | 26,683 | -149 | -0.6% | -$1,952 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $34.93万 | 0.04% | 7,562 | -8,729 | -53.6% | -$40.32万 | 减仓 |
| CCI | CROWN CASTLE INC | $34.81万 | 0.04% | 4,281 | 1,830 | 74.7% | $14.88万 | 加仓 |
| TBIL | RBB FD INC | $34.80万 | 0.04% | 6,980 | 0 | 0.0% | — | 不变 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $34.78万 | 0.04% | 11,041 | 52 | 0.5% | $1,638 | 加仓 |
| UUUU | ENERGY FUELS INC | $34.72万 | 0.04% | 19,025 | 1,200 | 6.7% | $2.19万 | 加仓 |
| STOT | SSGA ACTIVE TR | $34.69万 | 0.04% | 7,360 | -1,222 | -14.2% | -$5.76万 | 减仓 |
| TRFK | PACER FDS TR | $34.65万 | 0.04% | 5,566 | -1,288 | -18.8% | -$8.02万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $34.60万 | 0.04% | 3,911 | -309 | -7.3% | -$2.73万 | 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 |
| — | PEAKSTONE REALTY TRUST | $34.07万 | 0.04% | 16,311 | -48,486 | -74.8% | -$101.29万 | 减仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $34.04万 | 0.04% | 13,616 | 2,396 | 21.4% | $5.99万 | 加仓 |
| — | CLIPPER RLTY INC | $33.93万 | 0.04% | 112,345 | 24,042 | 27.2% | $7.26万 | 加仓 |
| VOLT | TEMA ETF TRUST | $33.71万 | 0.04% | 9,845 | -90,888 | -90.2% | -$311.20万 | 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 |
| IEFA | ISHARES TR | $33.27万 | 0.04% | 3,675 | -218 | -5.6% | -$1.97万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $33.24万 | 0.04% | 9,913 | 118 | 1.2% | $3,956 | 加仓 |
| NEM | NEWMONT CORP | $33.22万 | 0.04% | 3,069 | -4,316 | -58.4% | -$46.72万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $33.06万 | 0.04% | 4,807 | -1,261 | -20.8% | -$8.67万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $32.83万 | 0.04% | 6,580 | -87 | -1.3% | -$4,340 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $32.80万 | 0.04% | 14,690 | -387 | -2.6% | -$8,642 | 减仓 |
| GLDM | WORLD GOLD TR | $32.79万 | 0.04% | 3,538 | -843 | -19.2% | -$7.81万 | 减仓 |
| IJR | ISHARES TR | $32.79万 | 0.04% | 2,638 | 258 | 10.8% | $3.21万 | 加仓 |
| KO | COCA COLA CO | $32.68万 | 0.04% | 4,298 | -12,402 | -74.3% | -$94.31万 | 减仓 |
| FLTR | VANECK ETF TRUST | $32.38万 | 0.04% | 12,709 | 3,359 | 35.9% | $8.56万 | 重新持有 |
| ETN | EATON CORP PLC | $32.21万 | 0.04% | 901 | -515 | -36.4% | -$18.41万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $31.99万 | 0.04% | 2,182 | -6,927 | -76.0% | -$101.54万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $31.85万 | 0.04% | 4,655 | -24,969 | -84.3% | -$170.86万 | 重新持有 |
| EVSM | MORGAN STANLEY ETF TRUST | $31.45万 | 0.04% | 6,267 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $31.42万 | 0.04% | 648 | 37 | 6.1% | $1.79万 | 加仓 |
| 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 |
| — | DIMENSIONAL ETF TRUST | $31.25万 | 0.04% | 5,004 | -300 | -5.7% | -$1.87万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $31.22万 | 0.04% | 6,803 | -10,240 | -60.1% | -$46.99万 | 减仓 |
| APP | APPLOVIN CORP | $31.16万 | 0.04% | 783 | -572 | -42.2% | -$22.77万 | 减仓 |
| SHLD | GLOBAL X FDS | $31.12万 | 0.04% | 4,393 | 4,393 | — | $31.12万 | 新建仓 |
| LALT | FIRST TR EXCHNG TRADED FD VI | $30.86万 | 0.04% | 12,698 | 12,698 | — | $30.86万 | 新建仓 |
| PAX | PATRIA INVESTMENTS LIMITED | $30.82万 | 0.04% | 24,459 | -1,566 | -6.0% | -$1.97万 | 减仓 |
| JUCY | ETF SER SOLUTIONS | $30.79万 | 0.04% | 13,900 | -2,000 | -12.6% | -$4.43万 | 减仓 |
| PALC | PACER FDS TR | $30.78万 | 0.04% | 5,940 | 81 | 1.4% | $4,197 | 加仓 |
| RLGT | RADIANT LOGISTICS INC | $30.77万 | 0.04% | 43,650 | 43,650 | — | $30.77万 | 新建仓 |
| FBCG | FIDELITY COVINGTON TRUST | $30.75万 | 0.04% | 6,135 | 6,135 | — | $30.75万 | 新建仓 |
| SO | SOUTHERN CO | $30.73万 | 0.04% | 3,184 | -317 | -9.1% | -$3.06万 | 减仓 |
| MMM | 3M CO | $30.17万 | 0.04% | 2,077 | -1,049 | -33.6% | -$15.24万 | 减仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $30.10万 | 0.04% | 6,000 | -10,385 | -63.4% | -$52.09万 | 减仓 |
| DGRW | WISDOMTREE TR | $29.60万 | 0.04% | 3,370 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $29.57万 | 0.04% | 5,605 | -144 | -2.5% | -$7,597 | 减仓 |
| BENJ | HORIZON FDS | $29.33万 | 0.04% | 5,605 | 24 | 0.4% | $1,256 | 加仓 |