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
IVV ISHARES CORE S&P 500 ETF $24.43万0.17%374 -97-20.6% -$6.34万 减仓
PLTR PALANTIR TECHNOLOGIES INC CL A $24.03万0.16%1,643 19013.1% $2.78万 加仓
VRTX VERTEX PHARMACEUTICALS INC COM $23.93万0.16%536 132.5% $5,805 加仓
IPAC ISHARES CORE MSCI PACIFIC ETF $23.69万0.16%3,096 -275-8.2% -$2.10万 减仓
VZ VERIZON COMMUNICATIONS INC COM $23.67万0.16%4,715 741.6% $3,715 重新持有
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF $23.60万0.16%3,383 -310-8.4% -$2.16万 减仓
SO SOUTHERN CO COM $23.41万0.16%2,425 00.0% — 不变
ABNB AIRBNB INC COM CL A $23.29万0.16%1,844 1,844— $23.29万 新建仓
OKE ONEOK INC NEW COM $23.22万0.16%2,569 2,569— $23.22万 新建仓
ETN EATON CORP PLC SHS $22.64万0.15%633 -2,232-77.9% -$79.83万 重新持有
PG PROCTER & GAMBLE CO COM $22.39万0.15%1,550 00.0% — 不变
GE GE AEROSPACE COM NEW $21.91万0.15%772 -90-10.4% -$2.55万 减仓
VBR VANGUARD SMALL CAP VALUE ETF $21.18万0.14%975 -121-11.0% -$2.63万 减仓
ASML ASML HLDG NV N Y REGISTRY SHS $21.00万0.14%159 159— $21.00万 新建仓
— VILLAGE FARMS INTL INC COM $13.06万0.09%46,000 00.0% — 不变
PSEC PROSPECT CAP CORP COM $10.52万0.07%40,308 30,308303.1% $7.91万 加仓
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