BRIAN LOW FINANCIAL GROUP, LLC
BATON ROUGE LA · SEC CIK 0002079080
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| C | CITIGROUP INC COM NEW | $151.35万 | 1.03% | 13,345 | 229 | 1.7% | $2.60万 | 加仓 |
| TOL | TOLL BROTHERS INC COM | $153.02万 | 1.04% | 11,213 | 1,188 | 11.9% | $16.21万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $155.06万 | 1.05% | 16,695 | 1,592 | 10.5% | $14.79万 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $157.55万 | 1.07% | 26,804 | 2,540 | 10.5% | $14.93万 | 加仓 |
| TJX | TJX COS INC NEW COM | $159.70万 | 1.09% | 10,000 | 876 | 9.6% | $13.99万 | 加仓 |
| ABBV | ABBVIE INC COM | $166.38万 | 1.13% | 7,650 | 631 | 9.0% | $13.72万 | 加仓 |
| BX | BLACKSTONE INC COM | $167.07万 | 1.14% | 14,529 | 5,678 | 64.2% | $65.29万 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $173.03万 | 1.18% | 14,589 | 30 | 0.2% | $3,558 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $180.69万 | 1.23% | 9,162 | 9,162 | — | $180.69万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC COM | $184.75万 | 1.26% | 11,174 | 1,257 | 12.7% | $20.78万 | 加仓 |
| LLY | ELI LILLY & CO COM | $186.17万 | 1.26% | 2,024 | 99 | 5.1% | $9.11万 | 加仓 |
| META | META PLATFORMS INC CL A | $190.48万 | 1.29% | 3,329 | 160 | 5.0% | $9.16万 | 加仓 |
| RTX | RTX CORPORATION COM | $191.25万 | 1.30% | 9,914 | 862 | 9.5% | $16.63万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $198.54万 | 1.35% | 6,749 | -4,267 | -38.7% | -$125.52万 | 减仓 |
| ORCL | ORACLE CORP COM | $200.62万 | 1.36% | 13,638 | 1,208 | 9.7% | $17.77万 | 加仓 |
| STM | STMICROELECTRONICS N V NY REGISTRY | $201.01万 | 1.37% | 58,179 | 25,885 | 80.2% | $89.43万 | 加仓 |
| PLD | PROLOGIS INC. COM | $209.17万 | 1.42% | 15,824 | 1,488 | 10.4% | $19.67万 | 加仓 |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $220.39万 | 1.50% | 99,068 | 6,974 | 7.6% | $15.51万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $225.45万 | 1.53% | 12,927 | 3,574 | 38.2% | $62.33万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $236.58万 | 1.61% | 9,760 | 773 | 8.6% | $18.74万 | 加仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $240.38万 | 1.63% | 79,941 | 182 | 0.2% | $5,473 | 加仓 |
| MBB | ISHARES MBS ETF | $295.98万 | 2.01% | 31,172 | -15 | -0.0% | -$1,424 | 减仓 |
| AVGO | BROADCOM INC COM | $298.84万 | 2.03% | 9,655 | 712 | 8.0% | $22.04万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $340.86万 | 2.32% | 35,093 | 2,362 | 7.2% | $22.94万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $362.22万 | 2.46% | 12,596 | 1,399 | 12.5% | $40.23万 | 加仓 |
| AAPL | APPLE INC COM | $523.68万 | 3.56% | 20,634 | 1,839 | 9.8% | $46.67万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $552.26万 | 3.75% | 14,919 | 3,607 | 31.9% | $133.52万 | 加仓 |
| — | EXXON MOBIL CORP COM | $815.04万 | 5.54% | 48,040 | -898 | -1.8% | -$15.24万 | 减仓 |
| SWP | SWP GROWTH & INCOME ETF | $1,884.87万 | 12.81% | 708,588 | 50,916 | 7.7% | $135.44万 | 加仓 |