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 |
|---|---|---|---|---|---|---|---|---|
| SWP | SWP GROWTH & INCOME ETF | $1,884.87万 | 12.81% | 708,588 | 50,916 | 7.7% | $135.44万 | 加仓 |
| — | EXXON MOBIL CORP COM | $815.04万 | 5.54% | 48,040 | -898 | -1.8% | -$15.24万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $552.26万 | 3.75% | 14,919 | 3,607 | 31.9% | $133.52万 | 加仓 |
| AAPL | APPLE INC COM | $523.68万 | 3.56% | 20,634 | 1,839 | 9.8% | $46.67万 | 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 |
| EFA | ISHARES MSCI EAFE ETF | $340.86万 | 2.32% | 35,093 | 2,362 | 7.2% | $22.94万 | 加仓 |
| AVGO | BROADCOM INC COM | $298.84万 | 2.03% | 9,655 | 712 | 8.0% | $22.04万 | 加仓 |
| MBB | ISHARES MBS ETF | $295.98万 | 2.01% | 31,172 | -15 | -0.0% | -$1,424 | 减仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $240.38万 | 1.63% | 79,941 | 182 | 0.2% | $5,473 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $236.58万 | 1.61% | 9,760 | 773 | 8.6% | $18.74万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $225.45万 | 1.53% | 12,927 | 3,574 | 38.2% | $62.33万 | 加仓 |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $220.39万 | 1.50% | 99,068 | 6,974 | 7.6% | $15.51万 | 加仓 |
| PLD | PROLOGIS INC. COM | $209.17万 | 1.42% | 15,824 | 1,488 | 10.4% | $19.67万 | 加仓 |
| STM | STMICROELECTRONICS N V NY REGISTRY | $201.01万 | 1.37% | 58,179 | 25,885 | 80.2% | $89.43万 | 加仓 |
| ORCL | ORACLE CORP COM | $200.62万 | 1.36% | 13,638 | 1,208 | 9.7% | $17.77万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $198.54万 | 1.35% | 6,749 | -4,267 | -38.7% | -$125.52万 | 减仓 |
| RTX | RTX CORPORATION COM | $191.25万 | 1.30% | 9,914 | 862 | 9.5% | $16.63万 | 加仓 |
| META | META PLATFORMS INC CL A | $190.48万 | 1.29% | 3,329 | 160 | 5.0% | $9.16万 | 加仓 |
| LLY | ELI LILLY & CO COM | $186.17万 | 1.26% | 2,024 | 99 | 5.1% | $9.11万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $184.75万 | 1.26% | 11,174 | 1,257 | 12.7% | $20.78万 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $180.69万 | 1.23% | 9,162 | 9,162 | — | $180.69万 | 新建仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $173.03万 | 1.18% | 14,589 | 30 | 0.2% | $3,558 | 加仓 |
| BX | BLACKSTONE INC COM | $167.07万 | 1.14% | 14,529 | 5,678 | 64.2% | $65.29万 | 加仓 |
| ABBV | ABBVIE INC COM | $166.38万 | 1.13% | 7,650 | 631 | 9.0% | $13.72万 | 加仓 |
| TJX | TJX COS INC NEW COM | $159.70万 | 1.09% | 10,000 | 876 | 9.6% | $13.99万 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $157.55万 | 1.07% | 26,804 | 2,540 | 10.5% | $14.93万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $155.06万 | 1.05% | 16,695 | 1,592 | 10.5% | $14.79万 | 加仓 |
| TOL | TOLL BROTHERS INC COM | $153.02万 | 1.04% | 11,213 | 1,188 | 11.9% | $16.21万 | 加仓 |
| C | CITIGROUP INC COM NEW | $151.35万 | 1.03% | 13,345 | 229 | 1.7% | $2.60万 | 加仓 |
| COR | CENCORA INC COM | $150.60万 | 1.02% | 4,794 | 486 | 11.3% | $15.27万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $145.80万 | 0.99% | 4,820 | 2,011 | 71.6% | $60.83万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $143.75万 | 0.98% | 16,590 | 1,666 | 11.2% | $14.44万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $142.30万 | 0.97% | 1,682 | 288 | 20.7% | $24.37万 | 加仓 |
| FLS | FLOWSERVE CORP COM | $141.66万 | 0.96% | 19,271 | -3,761 | -16.3% | -$27.65万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $138.24万 | 0.94% | 6,644 | 583 | 9.6% | $12.13万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $138.10万 | 0.94% | 10,540 | 1,035 | 10.9% | $13.56万 | 加仓 |
| BLK | BLACKROCK INC COM | $137.72万 | 0.94% | 1,432 | 136 | 10.5% | $13.08万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $137.70万 | 0.94% | 5,552 | 456 | 8.9% | $11.31万 | 加仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $136.12万 | 0.92% | 12,489 | -30 | -0.2% | -$3,270 | 减仓 |
| BKR | BAKER HUGHES COMPANY CL A | $126.73万 | 0.86% | 20,758 | -3,839 | -15.6% | -$23.44万 | 减仓 |
| TM | TOYOTA MOTOR CORP ADS | $126.23万 | 0.86% | 6,125 | 2,159 | 54.4% | $44.49万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $125.68万 | 0.85% | 12,775 | 4,485 | 54.1% | $44.12万 | 加仓 |
| ENB | ENBRIDGE INC COM | $119.43万 | 0.81% | 22,060 | 1,864 | 9.2% | $10.09万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $119.33万 | 0.81% | 3,531 | 302 | 9.4% | $10.21万 | 加仓 |
| UNP | UNION PAC CORP COM | $117.87万 | 0.80% | 4,858 | 461 | 10.5% | $11.19万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | $117.85万 | 0.80% | 10,495 | 1,092 | 11.6% | $12.26万 | 加仓 |
| URI | UNITED RENTALS INC COM | $116.86万 | 0.79% | 1,604 | 703 | 78.0% | $51.22万 | 加仓 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $108.82万 | 0.74% | 9,858 | 48 | 0.5% | $5,298 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $108.00万 | 0.73% | 5,509 | 588 | 11.9% | $11.53万 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $101.78万 | 0.69% | 5,648 | 733 | 14.9% | $13.21万 | 加仓 |
| AMZN | AMAZON COM INC COM | $98.78万 | 0.67% | 4,743 | 411 | 9.5% | $8.56万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $96.12万 | 0.65% | 2,507 | 116 | 4.9% | $4.45万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC COM | $93.97万 | 0.64% | 4,739 | 458 | 10.7% | $9.08万 | 加仓 |
| ETR | ENTERGY CORP NEW COM | $93.31万 | 0.63% | 8,305 | 0 | 0.0% | — | 不变 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $92.63万 | 0.63% | 7,252 | 678 | 10.3% | $8.66万 | 加仓 |
| WMT | WALMART INC COM | $91.97万 | 0.62% | 7,400 | 12 | 0.2% | $1,491 | 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 |
| CRM | SALESFORCE INC COM | $88.24万 | 0.60% | 4,727 | 3,420 | 261.7% | $63.84万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $85.59万 | 0.58% | 1,960 | -156 | -7.4% | -$6.81万 | 减仓 |
| CCJ | CAMECO CORP COM | $84.31万 | 0.57% | 7,763 | -5,867 | -43.0% | -$63.72万 | 减仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $81.00万 | 0.55% | 9,592 | 739 | 8.3% | $6.24万 | 加仓 |
| BDX | BECTON DICKINSON & CO COM | $80.11万 | 0.54% | 5,095 | 5,095 | — | $80.11万 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $79.75万 | 0.54% | 16,366 | -8,306 | -33.7% | -$40.48万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $78.83万 | 0.54% | 4,018 | -427 | -9.6% | -$8.38万 | 减仓 |
| DAL | DELTA AIR LINES INC COM NEW | $77.78万 | 0.53% | 11,699 | 11,699 | — | $77.78万 | 新建仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $73.59万 | 0.50% | 16,855 | 1,404 | 9.1% | $6.13万 | 加仓 |
| ALB | ALBEMARLE CORP COM | $71.99万 | 0.49% | 4,010 | 0 | 0.0% | — | 不变 |
| RSPN | INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF | $70.38万 | 0.48% | 12,223 | 12,223 | — | $70.38万 | 新建仓 |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $65.56万 | 0.45% | 7,240 | 651 | 9.9% | $5.89万 | 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 |
| TSLA | TESLA INC COM | $63.42万 | 0.43% | 1,706 | 384 | 29.0% | $14.28万 | 加仓 |
| GLD | SPDR GOLD SHARES | $52.11万 | 0.35% | 1,211 | -134 | -10.0% | -$5.77万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $44.38万 | 0.30% | 743 | 88 | 13.4% | $5.26万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $44.21万 | 0.30% | 105 | 105 | — | $44.21万 | 新建仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $42.96万 | 0.29% | 6,122 | -139 | -2.2% | -$9,755 | 减仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $41.56万 | 0.28% | 9,104 | 844 | 10.2% | $3.85万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $38.69万 | 0.26% | 4,779 | 0 | 0.0% | — | 不变 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $38.35万 | 0.26% | 3,917 | 0 | 0.0% | — | 不变 |
| NEU | NEWMARKET CORP COM | $35.96万 | 0.24% | 561 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $35.94万 | 0.24% | 1,021 | -104 | -9.2% | -$3.66万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $34.13万 | 0.23% | 1,650 | -197 | -10.7% | -$4.08万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $32.06万 | 0.22% | 669 | -4 | -0.6% | -$1,917 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $31.44万 | 0.21% | 4,371 | 758 | 21.0% | $5.45万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $30.21万 | 0.21% | 2,305 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $29.48万 | 0.20% | 3,137 | 988 | 46.0% | $9.29万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $29.43万 | 0.20% | 536 | 536 | — | $29.43万 | 新建仓 |
| T | AT&T INC COM | $27.55万 | 0.19% | 9,503 | 697 | 7.9% | $2.02万 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $27.43万 | 0.19% | 3,487 | 434 | 14.2% | $3.41万 | 加仓 |
| HD | HOME DEPOT INC COM | $27.23万 | 0.19% | 828 | -4 | -0.5% | -$1,316 | 减仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $26.98万 | 0.18% | 4,728 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $26.28万 | 0.18% | 2,733 | 493 | 22.0% | $4.74万 | 加仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC COM | $26.11万 | 0.18% | 4,598 | 424 | 10.2% | $2.41万 | 加仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $25.88万 | 0.18% | 912 | 912 | — | $25.88万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON COM | $25.87万 | 0.18% | 1,058 | -133 | -11.2% | -$3.25万 | 减仓 |
| SYY | SYSCO CORP COM | $25.76万 | 0.18% | 3,611 | -6 | -0.2% | -$428 | 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 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $25.57万 | 0.17% | 846 | -110 | -11.5% | -$3.32万 | 减仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $25.07万 | 0.17% | 8,218 | -312 | -3.7% | -$9,516 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $24.82万 | 0.17% | 3,243 | -601 | -15.6% | -$4.60万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $24.50万 | 0.17% | 840 | 0 | 0.0% | — | 不变 |