Braeburn Wealth Management LLC
MUSKEGON MI · SEC CIK 0002111759
$2.33亿2026Q2 申报市值
99持仓数
59.6%前十大占比 · 第一大 18.2%
24 / 12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
XMMO 新建仓+$576.95万
IVV 加仓+$561.64万
QQQ 加仓+$494.08万
IWM 新建仓+$354.23万
MU 新建仓+$254.93万
2026Q2 卖出最多 按季末市值估算
GCOW 清仓-$288.16万
AMD 重新持有-$241.05万
TSM 减仓-$236.22万
ARKX 清仓-$167.53万
GEV 减仓-$152.89万
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 |
|---|---|---|---|---|---|---|---|---|
| GCOW | PACER FDS TR | $0 | 0.00% | 0 | -62,319 | -100.0% | -$288.16万 | 清仓 |
| ARKX | ARK ETF TR | $0 | 0.00% | 0 | -57,081 | -100.0% | -$167.53万 | 清仓 |
| CIEN | CIENA CORP | $0 | 0.00% | 0 | -3,919 | -100.0% | -$152.15万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -5,899 | -100.0% | -$140.52万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -5,441 | -100.0% | -$124.32万 | 清仓 |
| PLAB | PHOTRONICS INC | $0 | 0.00% | 0 | -26,906 | -100.0% | -$108.73万 | 清仓 |
| KLAC | KLA CORP | $0 | 0.00% | 0 | -6,500 | -100.0% | -$95.71万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -6,355 | -100.0% | -$86.41万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -5,810 | -100.0% | -$80.97万 | 清仓 |
| VIAV | VIAVI SOLUTIONS INC | $0 | 0.00% | 0 | -22,555 | -100.0% | -$75.06万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -3,679 | -100.0% | -$57.13万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | -4,874 | -100.0% | -$39.26万 | 清仓 |
| — | GCT SEMICONDUCTOR HLDG INC | $4.60万 | 0.02% | 15,500 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $20.34万 | 0.09% | 208 | 208 | — | $20.34万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $20.90万 | 0.09% | 289 | 289 | — | $20.90万 | 新建仓 |
| FLEX | FLEX LTD | $20.99万 | 0.09% | 1,295 | 1,295 | — | $20.99万 | 新建仓 |
| DVYE | ISHARES INC | $21.19万 | 0.09% | 6,575 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $21.59万 | 0.09% | 2,460 | 2,460 | — | $21.59万 | 新建仓 |
| DVY | ISHARES TR | $21.67万 | 0.09% | 1,387 | -157 | -10.2% | -$2.45万 | 减仓 |
| RTX | RTX CORPORATION | $21.76万 | 0.09% | 1,147 | -5,013 | -81.4% | -$95.11万 | 减仓 |
| — | BLACKROCK FLOATING RATE INCO | $21.98万 | 0.09% | 20,000 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $24.03万 | 0.10% | 1,747 | -26 | -1.5% | -$3,576 | 减仓 |
| MA | MASTERCARD INCORPORATED | $24.60万 | 0.11% | 479 | -26 | -5.1% | -$1.34万 | 减仓 |
| ITOT | ISHARES TR | $24.83万 | 0.11% | 1,511 | -27 | -1.8% | -$4,437 | 减仓 |
| COWG | PACER FDS TR | $27.53万 | 0.12% | 6,857 | 744 | 12.2% | $2.99万 | 加仓 |
| HYG | ISHARES TR | $27.99万 | 0.12% | 3,500 | 0 | 0.0% | — | 不变 |
| CEFS | EXCHANGE LISTED FDS TR | $29.93万 | 0.13% | 11,675 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $30.52万 | 0.13% | 895 | 895 | — | $30.52万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $30.98万 | 0.13% | 2,655 | -810 | -23.4% | -$9.45万 | 减仓 |
| NVT | NVENT ELEC PLC | $31.26万 | 0.13% | 1,843 | 1,843 | — | $31.26万 | 新建仓 |
| — | EXXON MOBIL CORP | $31.42万 | 0.13% | 2,298 | 541 | 30.8% | $7.40万 | 加仓 |
| IUSG | ISHARES TR | $31.87万 | 0.14% | 1,695 | 24 | 1.4% | $4,512 | 加仓 |
| SPYI | NEOS ETF TRUST | $31.99万 | 0.14% | 6,025 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $35.24万 | 0.15% | 3,726 | 161 | 4.5% | $1.52万 | 加仓 |
| — | DBX ETF TR | $35.54万 | 0.15% | 8,000 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $35.96万 | 0.15% | 993 | 0 | 0.0% | — | 不变 |
| SUI | SUN CMNTYS INC | $39.88万 | 0.17% | 3,326 | -100 | -2.9% | -$1.20万 | 减仓 |
| IUSV | ISHARES TR | $40.30万 | 0.17% | 3,659 | -929 | -20.2% | -$10.23万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $41.63万 | 0.18% | 1,311 | -254 | -16.2% | -$8.07万 | 减仓 |
| SMH | VANECK ETF TRUST | $41.76万 | 0.18% | 637 | 80 | 14.4% | $5.24万 | 加仓 |
| ORCL | ORACLE CORP | $42.46万 | 0.18% | 2,897 | -195 | -6.3% | -$2.86万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $43.14万 | 0.19% | 1,595 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $44.43万 | 0.19% | 2,343 | 76 | 3.4% | $1.44万 | 加仓 |
| QCOM | QUALCOMM INC | $44.58万 | 0.19% | 2,412 | 2,412 | — | $44.58万 | 新建仓 |
| KO | COCA COLA CO | $49.69万 | 0.21% | 6,115 | 714 | 13.2% | $5.80万 | 加仓 |
| GEV | GE VERNOVA INC | $49.98万 | 0.21% | 426 | -1,303 | -75.4% | -$152.89万 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $51.21万 | 0.22% | 8,550 | -457 | -5.1% | -$2.74万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $51.70万 | 0.22% | 1,033 | -81 | -7.3% | -$4.05万 | 减仓 |
| RKLB | ROCKET LAB CORP | $52.57万 | 0.23% | 5,172 | 172 | 3.4% | $1.75万 | 加仓 |
| RL | RALPH LAUREN CORP | $53.04万 | 0.23% | 1,321 | 38 | 3.0% | $1.53万 | 加仓 |
| AVGO | BROADCOM INC | $56.44万 | 0.24% | 1,494 | 271 | 22.2% | $10.24万 | 加仓 |
| OMC | OMNICOM GROUP INC | $62.05万 | 0.27% | 8,519 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $62.78万 | 0.27% | 1,314 | -4,944 | -79.0% | -$236.22万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $68.09万 | 0.29% | 728 | -101 | -12.2% | -$9.45万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $69.19万 | 0.30% | 717 | -827 | -53.6% | -$79.81万 | 减仓 |
| MRK | MERCK & CO INC | $70.50万 | 0.30% | 5,487 | 441 | 8.7% | $5.67万 | 加仓 |
| TXN | TEXAS INSTRS INC | $72.10万 | 0.31% | 2,419 | 2,419 | — | $72.10万 | 新建仓 |
| WMT | WALMART INC | $74.11万 | 0.32% | 6,543 | 347 | 5.6% | $3.93万 | 加仓 |
| XYLD | GLOBAL X FDS | $81.58万 | 0.35% | 20,000 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $85.61万 | 0.37% | 2,825 | -151 | -5.1% | -$4.58万 | 减仓 |
| CMS | CMS ENERGY CORP | $89.26万 | 0.38% | 11,668 | -841 | -6.7% | -$6.43万 | 减仓 |
| COWZ | PACER FDS TR | $90.75万 | 0.39% | 14,591 | -30 | -0.2% | -$1,866 | 减仓 |
| DAVE | DAVE INC | $93.00万 | 0.40% | 2,496 | 2,496 | — | $93.00万 | 新建仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $94.61万 | 0.41% | 6,635 | 6,635 | — | $94.61万 | 新建仓 |
| COHU | COHU INC | $94.71万 | 0.41% | 12,814 | 12,814 | — | $94.71万 | 新建仓 |
| GE | GE AEROSPACE | $103.47万 | 0.44% | 2,769 | 187 | 7.2% | $6.99万 | 加仓 |
| MXL | MAXLINEAR INC | $108.97万 | 0.47% | 8,511 | 8,511 | — | $108.97万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $111.63万 | 0.48% | 1,748 | -1,998 | -53.3% | -$127.60万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $114.08万 | 0.49% | 1,964 | -4,150 | -67.9% | -$241.05万 | 重新持有 |
| TGTX | TG THERAPEUTICS INC | $115.23万 | 0.49% | 20,974 | 20,974 | — | $115.23万 | 新建仓 |
| TSLA | TESLA INC | $115.62万 | 0.50% | 2,749 | -75 | -2.7% | -$3.15万 | 减仓 |
| UNP | UNION PAC CORP | $123.54万 | 0.53% | 4,542 | -200 | -4.2% | -$5.44万 | 减仓 |
| ILMN | ILLUMINA INC | $126.18万 | 0.54% | 7,176 | 7,176 | — | $126.18万 | 新建仓 |
| ICHR | ICHOR HOLDINGS | $126.66万 | 0.54% | 11,281 | 11,281 | — | $126.66万 | 新建仓 |
| KLIC | KULICKE & SOFFA INDS INC | $135.04万 | 0.58% | 10,096 | 181 | 1.8% | $2.42万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $142.75万 | 0.61% | 3,294 | 440 | 15.4% | $19.07万 | 加仓 |
| HXL | HEXCEL CORP NEW | $144.06万 | 0.62% | 14,397 | 14,397 | — | $144.06万 | 新建仓 |
| PENG | PENGUIN SOLUTIONS INC | $153.05万 | 0.66% | 20,135 | 20,135 | — | $153.05万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $153.86万 | 0.66% | 5,723 | 261 | 4.8% | $7.02万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $161.62万 | 0.69% | 4,938 | 71 | 1.5% | $2.32万 | 加仓 |
| HD | HOME DEPOT INC | $168.71万 | 0.72% | 4,784 | -393 | -7.6% | -$13.86万 | 减仓 |
| GOOG | ALPHABET INC | $172.74万 | 0.74% | 4,889 | -55 | -1.1% | -$1.94万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $173.16万 | 0.74% | 4,013 | 4,013 | — | $173.16万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $181.18万 | 0.78% | 17,310 | 12,341 | 248.4% | $129.17万 | 加仓 |
| USMV | ISHARES TR | $182.00万 | 0.78% | 18,868 | -617 | -3.2% | -$5.95万 | 减仓 |
| SNDK | SANDISK CORP | $182.81万 | 0.78% | 804 | 804 | — | $182.81万 | 新建仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $183.95万 | 0.79% | 16,415 | 16,415 | — | $183.95万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $184.51万 | 0.79% | 2,418 | -225 | -8.5% | -$17.17万 | 减仓 |
| IVE | ISHARES TR | $185.68万 | 0.80% | 8,177 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $187.82万 | 0.81% | 6,305 | 6,305 | — | $187.82万 | 新建仓 |
| LLY | ELI LILLY & CO | $230.93万 | 0.99% | 1,925 | 1,526 | 382.5% | $183.06万 | 加仓 |
| IEI | ISHARES TR | $232.90万 | 1.00% | 19,831 | 336 | 1.7% | $3.95万 | 加仓 |
| AMZN | AMAZON COM INC | $241.96万 | 1.04% | 10,152 | -105 | -1.0% | -$2.50万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $254.93万 | 1.09% | 2,209 | 2,209 | — | $254.93万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $267.64万 | 1.15% | 59,026 | 1,343 | 2.3% | $6.09万 | 加仓 |
| MSFT | MICROSOFT CORP | $273.41万 | 1.17% | 7,330 | -870 | -10.6% | -$32.45万 | 减仓 |
| FIX | COMFORT SYS USA INC | $289.25万 | 1.24% | 1,459 | 47 | 3.3% | $9.32万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $341.53万 | 1.47% | 15,271 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $352.10万 | 1.51% | 22,249 | -2,819 | -11.2% | -$44.61万 | 重新持有 |
| IWM | ISHARES TR | $354.23万 | 1.52% | 11,790 | 11,790 | — | $354.23万 | 新建仓 |