BRIAN LOW FINANCIAL GROUP, LLC
BATON ROUGE LA · SEC CIK 0002079080
$1.71亿2026Q2 申报市值
116持仓数
36.6%前十大占比 · 第一大 12.5%
13 / 13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
XOM 新建仓+$646.25万
SWP 加仓+$175.51万
RRR 新建仓+$167.56万
PGR 新建仓+$149.27万
WMT 加仓+$146.91万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$815.04万
STM 减仓-$408.17万
TOL 清仓-$153.02万
FLS 清仓-$141.66万
TM 清仓-$126.23万
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 |
|---|---|---|---|---|---|---|---|---|
| BX | BLACKSTONE INC COM | $185.54万 | 1.08% | 15,768 | 1,239 | 8.5% | $14.58万 | 加仓 |
| TJX | TJX COS INC NEW COM | $189.57万 | 1.11% | 12,513 | 2,513 | 25.1% | $38.07万 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $190.10万 | 1.11% | 16,185 | 1,596 | 10.9% | $18.75万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $190.67万 | 1.11% | 5,637 | 817 | 17.0% | $27.64万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $196.45万 | 1.15% | 7,979 | 1,335 | 20.1% | $32.87万 | 加仓 |
| C | CITIGROUP INC COM NEW | $202.32万 | 1.18% | 14,455 | 1,110 | 8.3% | $15.54万 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $203.12万 | 1.18% | 10,712 | 1,550 | 16.9% | $29.39万 | 加仓 |
| RTX | RTX CORPORATION COM | $203.29万 | 1.19% | 10,715 | 801 | 8.1% | $15.20万 | 加仓 |
| ABBV | ABBVIE INC COM | $220.64万 | 1.29% | 8,768 | 1,118 | 14.6% | $28.13万 | 加仓 |
| URI | UNITED RENTALS INC COM | $228.73万 | 1.33% | 2,019 | 415 | 25.9% | $47.01万 | 加仓 |
| WMT | WALMART INC COM | $230.73万 | 1.35% | 20,371 | 12,971 | 175.3% | $146.91万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $237.79万 | 1.39% | 13,144 | 1,970 | 17.6% | $35.64万 | 加仓 |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $241.22万 | 1.41% | 108,657 | 9,589 | 9.7% | $21.29万 | 加仓 |
| ORCL | ORACLE CORP COM | $245.66万 | 1.43% | 16,763 | 3,125 | 22.9% | $45.80万 | 加仓 |
| PLD | PROLOGIS INC. COM | $248.74万 | 1.45% | 18,361 | 2,537 | 16.0% | $34.37万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $256.39万 | 1.50% | 7,833 | 1,084 | 16.1% | $35.48万 | 加仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $268.05万 | 1.56% | 89,322 | 9,381 | 11.7% | $28.15万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $290.75万 | 1.70% | 14,531 | 1,604 | 12.4% | $32.09万 | 加仓 |
| META | META PLATFORMS INC CL A | $298.85万 | 1.74% | 5,305 | 1,976 | 59.4% | $111.31万 | 加仓 |
| LLY | ELI LILLY & CO COM | $308.73万 | 1.80% | 2,574 | 550 | 27.2% | $65.97万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $327.40万 | 1.91% | 11,643 | 1,883 | 19.3% | $52.95万 | 加仓 |
| MBB | ISHARES MBS ETF | $327.69万 | 1.91% | 34,669 | 3,497 | 11.2% | $33.05万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $387.14万 | 2.26% | 37,268 | 2,175 | 6.2% | $22.59万 | 加仓 |
| AVGO | BROADCOM INC COM | $411.95万 | 2.40% | 10,905 | 1,250 | 12.9% | $47.22万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $438.60万 | 2.56% | 12,273 | -323 | -2.6% | -$11.54万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $629.71万 | 3.67% | 16,881 | 1,962 | 13.2% | $73.19万 | 加仓 |
| AAPL | APPLE INC COM | $643.58万 | 3.75% | 22,242 | 1,608 | 7.8% | $46.53万 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $646.25万 | 3.77% | 47,268 | 47,268 | — | $646.25万 | 新建仓 |
| SWP | SWP GROWTH & INCOME ETF | $2,150.10万 | 12.54% | 771,572 | 62,984 | 8.9% | $175.51万 | 加仓 |