13F 机构持仓

BRIAN LOW FINANCIAL GROUP, LLC

BATON ROUGE LA · SEC CIK 0002079080

2026Q22026Q1 更早 9 个季度 🔒
$1.47亿2026Q1 申报市值
116持仓数
37.7%前十大占比 · 第一大 12.8%
10 / 13新建仓 / 清仓
申报市值走势$1.71亿2026Q2
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

SWP 12.8%
EXXON MOBIL CO 5.5%
MSFT 3.8%
AAPL 3.6%
GOOGL 2.5%
EFA 2.3%
AVGO 2.0%
MBB 2.0%
SPSB 1.6%
IBM 1.6%

2026Q1 买入最多 按季末市值估算

AZN 新建仓+$180.69万
SWP 加仓+$135.44万
MSFT 加仓+$133.52万
STM 加仓+$89.43万
BDX 新建仓+$80.11万

2026Q1 卖出最多 按季末市值估算

JEF 清仓-$184.44万
AZN 清仓-$155.30万
AIT 清仓-$143.23万
JPM 减仓-$125.52万
SMG 清仓-$87.02万

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
JEF JEFFERIES FINL GROUP INC $00.00%0 -29,763-100.0% -$184.44万 清仓
AZN ASTRAZENECA PLC $00.00%0 -8,446-100.0% -$155.30万 清仓
AIT APPLIED INDL TECHNOLOGIES IN $00.00%0 -5,578-100.0% -$143.23万 清仓
SMG SCOTTS MIRACLE-GRO CO $00.00%0 -14,913-100.0% -$87.02万 清仓
NKE NIKE INC $00.00%0 -12,696-100.0% -$80.88万 清仓
DUK DUKE ENERGY CORP NEW $00.00%0 -6,240-100.0% -$73.14万 清仓
BUG GLOBAL X FDS $00.00%0 -21,781-100.0% -$66.34万 清仓
KTB KONTOOR BRANDS INC $00.00%0 -10,816-100.0% -$66.07万 清仓
URA GLOBAL X FDS $00.00%0 -11,611-100.0% -$49.61万 清仓
SHEL SHELL PLC $00.00%0 -3,830-100.0% -$28.14万 清仓
MRK MERCK & CO INC $00.00%0 -2,023-100.0% -$21.29万 清仓
ESGV VANGUARD WORLD FD $00.00%0 -1,704-100.0% -$20.61万 清仓
IEUR ISHARES TR $00.00%0 -2,875-100.0% -$20.41万 清仓
PSEC PROSPECT CAP CORP COM $10.52万0.07%40,308 30,308303.1% $7.91万 加仓
— VILLAGE FARMS INTL INC COM $13.06万0.09%46,000 00.0% — 不变
ASML ASML HLDG NV N Y REGISTRY SHS $21.00万0.14%159 159— $21.00万 新建仓
VBR VANGUARD SMALL CAP VALUE ETF $21.18万0.14%975 -121-11.0% -$2.63万 减仓
GE GE AEROSPACE COM NEW $21.91万0.15%772 -90-10.4% -$2.55万 减仓
PG PROCTER & GAMBLE CO COM $22.39万0.15%1,550 00.0% — 不变
ETN EATON CORP PLC SHS $22.64万0.15%633 -2,232-77.9% -$79.83万 重新持有
OKE ONEOK INC NEW COM $23.22万0.16%2,569 2,569— $23.22万 新建仓
ABNB AIRBNB INC COM CL A $23.29万0.16%1,844 1,844— $23.29万 新建仓
SO SOUTHERN CO COM $23.41万0.16%2,425 00.0% — 不变
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF $23.60万0.16%3,383 -310-8.4% -$2.16万 减仓
VZ VERIZON COMMUNICATIONS INC COM $23.67万0.16%4,715 741.6% $3,715 重新持有
IPAC ISHARES CORE MSCI PACIFIC ETF $23.69万0.16%3,096 -275-8.2% -$2.10万 减仓
VRTX VERTEX PHARMACEUTICALS INC COM $23.93万0.16%536 132.5% $5,805 加仓
PLTR PALANTIR TECHNOLOGIES INC CL A $24.03万0.16%1,643 19013.1% $2.78万 加仓
IVV ISHARES CORE S&P 500 ETF $24.43万0.17%374 -97-20.6% -$6.34万 减仓
TRV TRAVELERS COMPANIES INC COM $24.50万0.17%840 00.0% — 不变
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF $24.82万0.17%3,243 -601-15.6% -$4.60万 减仓
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF $25.07万0.17%8,218 -312-3.7% -$9,516 减仓
VBK VANGUARD SMALL-CAP GROWTH ETF $25.57万0.17%846 -110-11.5% -$3.32万 减仓
GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST $25.66万0.17%2,768 -169-5.8% -$1.57万 减仓
SYY SYSCO CORP COM $25.76万0.18%3,611 -6-0.2% -$428 减仓
JNJ JOHNSON & JOHNSON COM $25.87万0.18%1,058 -133-11.2% -$3.25万 减仓
LNG CHENIERE ENERGY INC COM NEW $25.88万0.18%912 912— $25.88万 新建仓
ESTA ESTABLISHMENT LABS HLDGS INC COM $26.11万0.18%4,598 42410.2% $2.41万 加仓
NFLX NETFLIX INC. COM $26.28万0.18%2,733 49322.0% $4.74万 加仓
MPLX MPLX LP COM UNIT REP LTD $26.98万0.18%4,728 00.0% — 不变
HD HOME DEPOT INC COM $27.23万0.19%828 -4-0.5% -$1,316 减仓
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF $27.43万0.19%3,487 43414.2% $3.41万 加仓
T AT&T INC COM $27.55万0.19%9,503 6977.9% $2.02万 加仓
PWR QUANTA SVCS INC COM $29.43万0.20%536 536— $29.43万 新建仓
SCHW SCHWAB CHARLES CORP COM $29.48万0.20%3,137 98846.0% $9.29万 加仓
AEP AMERICAN ELEC PWR CO INC COM $30.21万0.21%2,305 00.0% — 不变
UBER UBER TECHNOLOGIES INC COM $31.44万0.21%4,371 75821.0% $5.45万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW $32.06万0.22%669 -4-0.6% -$1,917 减仓
CVX CHEVRON CORPORATION COM $34.13万0.23%1,650 -197-10.7% -$4.08万 减仓
AMGN AMGEN INC COM $35.94万0.24%1,021 -104-9.2% -$3.66万 减仓
NEU NEWMARKET CORP COM $35.96万0.24%561 00.0% — 不变
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF $38.35万0.26%3,917 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP COM $38.69万0.26%4,779 00.0% — 不变
SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF $41.56万0.28%9,104 84410.2% $3.85万 加仓
DGRO ISHARES CORE DIVIDEND GROWTH ETF $42.96万0.29%6,122 -139-2.2% -$9,755 减仓
BKNG BOOKING HOLDINGS INC COM $44.21万0.30%105 105— $44.21万 新建仓
VOO VANGUARD S&P 500 ETF $44.38万0.30%743 8813.4% $5.26万 加仓
GLD SPDR GOLD SHARES $52.11万0.35%1,211 -134-10.0% -$5.77万 减仓
TSLA TESLA INC COM $63.42万0.43%1,706 38429.0% $14.28万 加仓
KRE STATE STREET SPDR S&P REGIONAL BANKING ETF $65.28万0.44%10,020 -4,284-29.9% -$27.91万 重新持有
ITB ISHARES U.S. HOME CONSTRUCTION ETF $65.56万0.45%7,240 6519.9% $5.89万 加仓
RSPN INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF $70.38万0.48%12,223 12,223— $70.38万 新建仓
ALB ALBEMARLE CORP COM $71.99万0.49%4,010 00.0% — 不变
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND $73.59万0.50%16,855 1,4049.1% $6.13万 加仓
DAL DELTA AIR LINES INC COM NEW $77.78万0.53%11,699 11,699— $77.78万 新建仓
VTV VANGUARD VALUE ETF $78.83万0.54%4,018 -427-9.6% -$8.38万 减仓
CNQ CANADIAN NAT RES LTD MED TERM COM $79.75万0.54%16,366 -8,306-33.7% -$40.48万 减仓
BDX BECTON DICKINSON & CO COM $80.11万0.54%5,095 5,095— $80.11万 新建仓
EWJ ISHARES MSCI JAPAN ETF $81.00万0.55%9,592 7398.3% $6.24万 加仓
CCJ CAMECO CORP COM $84.31万0.57%7,763 -5,867-43.0% -$63.72万 减仓
VUG VANGUARD GROWTH ETF $85.59万0.58%1,960 -156-7.4% -$6.81万 减仓
CRM SALESFORCE INC COM $88.24万0.60%4,727 3,420261.7% $63.84万 加仓
SPY STATE STREET SPDR S&P 500 ETF $90.46万0.61%1,391 -40-2.8% -$2.60万 减仓
WMT WALMART INC COM $91.97万0.62%7,400 120.2% $1,491 加仓
XBI STATE STREET SPDR S&P BIOTECH ETF $92.63万0.63%7,252 67810.3% $8.66万 加仓
ETR ENTERGY CORP NEW COM $93.31万0.63%8,305 00.0% — 不变
DKS DICKS SPORTING GOODS INC COM $93.97万0.64%4,739 45810.7% $9.08万 加仓
SMH VANECK SEMICONDUCTOR ETF $96.12万0.65%2,507 1164.9% $4.45万 加仓
AMZN AMAZON COM INC COM $98.78万0.67%4,743 4119.5% $8.56万 加仓
DLR DIGITAL RLTY TR INC COM $101.78万0.69%5,648 73314.9% $13.21万 加仓
DRI DARDEN RESTAURANTS INC COM $108.00万0.73%5,509 58811.9% $11.53万 加仓
SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF $108.82万0.74%9,858 480.5% $5,298 加仓
URI UNITED RENTALS INC COM $116.86万0.79%1,604 70378.0% $51.22万 加仓
SIMO SILICON MOTION TECHNOLOGY CORP SPONSORED ADR $117.85万0.80%10,495 1,09211.6% $12.26万 加仓
UNP UNION PAC CORP COM $117.87万0.80%4,858 46110.5% $11.19万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS $119.33万0.81%3,531 3029.4% $10.21万 加仓
ENB ENBRIDGE INC COM $119.43万0.81%22,060 1,8649.2% $10.09万 加仓
UPS UNITED PARCEL SVCS INC CL B $125.68万0.85%12,775 4,48554.1% $44.12万 加仓
TM TOYOTA MOTOR CORP ADS $126.23万0.86%6,125 2,15954.4% $44.49万 加仓
BKR BAKER HUGHES COMPANY CL A $126.73万0.86%20,758 -3,839-15.6% -$23.44万 减仓
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF $136.12万0.92%12,489 -30-0.2% -$3,270 减仓
IWM ISHARES RUSSELL 2000 ETF $137.70万0.94%5,552 4568.9% $11.31万 加仓
BLK BLACKROCK INC COM $137.72万0.94%1,432 13610.5% $13.08万 加仓
EMR EMERSON ELEC CO COM $138.10万0.94%10,540 1,03510.9% $13.56万 加仓
PNC PNC FINL SVCS GROUP INC COM $138.24万0.94%6,644 5839.6% $12.13万 加仓
FLS FLOWSERVE CORP COM $141.66万0.96%19,271 -3,761-16.3% -$27.65万 减仓
GS GOLDMAN SACHS GROUP INC COM $142.30万0.97%1,682 28820.7% $24.37万 加仓
MDT MEDTRONIC PLC SHS $143.75万0.98%16,590 1,66611.2% $14.44万 加仓
AXP AMERICAN EXPRESS CO COM $145.80万0.99%4,820 2,01171.6% $60.83万 加仓
COR CENCORA INC COM $150.60万1.02%4,794 48611.3% $15.27万 加仓