J. M. Brown & Associates Inc.
TULSA OK · SEC CIK 0002134631
$1.75亿2026Q2 申报市值
167持仓数
29.7%前十大占比 · 第一大 4.4%
0 / 0新建仓 / 清仓
26Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
本季没有买入
2026Q2 卖出最多 按季末市值估算
本季没有卖出
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 |
|---|---|---|---|---|---|---|---|---|
| VIV | TELEFONICA BRASIL SA | $13.75万 | 0.08% | 10,450 | — | — | — | — |
| FNF | FIDELITY NATL FINL INC | $20.55万 | 0.12% | 4,358 | — | — | — | — |
| DIA | STATE STR SPDR DOW JONES IND | $20.59万 | 0.12% | 394 | — | — | — | — |
| TUSI | TOUCHSTONE ETF TRUST | $20.67万 | 0.12% | 8,184 | — | — | — | — |
| MGC | VANGUARD WORLD FD | $20.77万 | 0.12% | 759 | — | — | — | — |
| QLD | PROSHARES TR | $20.83万 | 0.12% | 2,153 | — | — | — | — |
| VUG | VANGUARD INDEX FDS | $20.93万 | 0.12% | 2,430 | — | — | — | — |
| SLB | SLB LIMITED | $20.99万 | 0.12% | 4,515 | — | — | — | — |
| WMT | WALMART INC | $21.22万 | 0.12% | 1,873 | — | — | — | — |
| WTRG | ESSENTIAL UTILS INC | $21.22万 | 0.12% | 5,539 | — | — | — | — |
| FIX | COMFORT SYS USA INC | $21.46万 | 0.12% | 108 | — | — | — | — |
| AVUV | AMERICAN CENTY ETF TR | $21.78万 | 0.12% | 1,746 | — | — | — | — |
| OIH | VANECK ETF TRUST | $22.27万 | 0.13% | 599 | — | — | — | — |
| MPWR | MONOLITHIC PWR SYS INC | $22.67万 | 0.13% | 164 | — | — | — | — |
| PFF | ISHARES TR | $23.22万 | 0.13% | 7,617 | — | — | — | — |
| JPM | JPMORGAN CHASE & CO | $23.37万 | 0.13% | 714 | — | — | — | — |
| — | SIMPLIFY EXCHANGE TRADED FUN | $23.38万 | 0.13% | 7,432 | — | — | — | — |
| PG | PROCTER & GAMBLE CO | $23.73万 | 0.14% | 1,618 | — | — | — | — |
| SOXL | DIREXION SHARES ETF TRUST | $24.38万 | 0.14% | 914 | — | — | — | — |
| VTV | VANGUARD INDEX FDS | $24.80万 | 0.14% | 1,138 | — | — | — | — |
| MCD | MCDONALDS CORP | $25.29万 | 0.14% | 936 | — | — | — | — |
| — | AMERICAN CENTY ETF TR | $25.42万 | 0.15% | 3,080 | — | — | — | — |
| COWZ | PACER FDS TR | $25.65万 | 0.15% | 4,124 | — | — | — | — |
| SPCX | SPACE EXPLORATION TECHN CORP | $26.35万 | 0.15% | 1,542 | — | — | — | — |
| UNH | UNITEDHEALTH GROUP INC | $26.43万 | 0.15% | 636 | — | — | — | — |
| B | BARRICK MNG CORP | $26.98万 | 0.15% | 7,345 | — | — | — | — |
| PWR | QUANTA SVCS INC | $27.43万 | 0.16% | 381 | — | — | — | — |
| AVMV | AMERICAN CENTY ETF TR | $29.98万 | 0.17% | 3,723 | — | — | — | — |
| GILD | GILEAD SCIENCES INC | $30.24万 | 0.17% | 2,393 | — | — | — | — |
| CSCO | CISCO SYS INC | $31.55万 | 0.18% | 2,686 | — | — | — | — |
| HPE | HEWLETT PACKARD ENTERPRISE C | $31.61万 | 0.18% | 7,008 | — | — | — | — |
| JAAA | JANUS DETROIT STR TR | $31.68万 | 0.18% | 6,274 | — | — | — | — |
| DUK | DUKE ENERGY CORP NEW | $32.60万 | 0.19% | 2,575 | — | — | — | — |
| LMT | LOCKHEED MARTIN CORP | $32.78万 | 0.19% | 643 | — | — | — | — |
| — | EA SERIES TRUST | $33.66万 | 0.19% | 6,581 | — | — | — | — |
| IEMG | ISHARES INC | $33.99万 | 0.19% | 4,103 | — | — | — | — |
| TXN | TEXAS INSTRS INC | $34.10万 | 0.20% | 1,144 | — | — | — | — |
| JBL | JABIL INC | $34.42万 | 0.20% | 893 | — | — | — | — |
| IWN | ISHARES TR | $35.52万 | 0.20% | 1,606 | — | — | — | — |
| IWS | ISHARES TR | $35.60万 | 0.20% | 2,163 | — | — | — | — |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $36.00万 | 0.21% | 13,874 | — | — | — | — |
| TLT | ISHARES TR | $36.56万 | 0.21% | 4,231 | — | — | — | — |
| HD | HOME DEPOT INC | $37.03万 | 0.21% | 1,050 | — | — | — | — |
| WRB | BERKLEY W R CORP | $37.39万 | 0.21% | 5,301 | — | — | — | — |
| TER | TERADYNE INC | $37.79万 | 0.22% | 781 | — | — | — | — |
| SNDK | SANDISK CORP | $37.97万 | 0.22% | 167 | — | — | — | — |
| MRK | MERCK & CO INC | $38.22万 | 0.22% | 2,974 | — | — | — | — |
| CAT | CATERPILLAR INC | $39.69万 | 0.23% | 373 | — | — | — | — |
| WDC | WESTERN DIGITAL CORP | $40.05万 | 0.23% | 627 | — | — | — | — |
| BTI | BRITISH AMERN TOB PLC | $41.05万 | 0.23% | 6,646 | — | — | — | — |
| PFFA | ETFIS SER TR I | $41.34万 | 0.24% | 20,095 | — | — | — | — |
| QUAL | ISHARES TR | $41.92万 | 0.24% | 1,910 | — | — | — | — |
| — | ETF OPPORTUNITIES TRUST | $42.45万 | 0.24% | 16,766 | — | — | — | — |
| — | VIRTUS ETF TR II | $42.50万 | 0.24% | 18,375 | — | — | — | — |
| SMMU | PIMCO ETF TR | $42.92万 | 0.25% | 8,500 | — | — | — | — |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $43.71万 | 0.25% | 453 | — | — | — | — |
| GLW | CORNING INC | $45.90万 | 0.26% | 1,797 | — | — | — | — |
| VOO | VANGUARD INDEX FDS | $45.97万 | 0.26% | 669 | — | — | — | — |
| PULS | PGIM ETF TR | $47.32万 | 0.27% | 9,550 | — | — | — | — |
| CME | CME GROUP INC | $49.93万 | 0.29% | 2,261 | — | — | — | — |
| NVS | NOVARTIS AG | $50.35万 | 0.29% | 3,213 | — | — | — | — |
| CLOI | VANECK ETF TRUST | $51.07万 | 0.29% | 9,646 | — | — | — | — |
| VRT | VERTIV HOLDINGS CO | $51.86万 | 0.30% | 1,549 | — | — | — | — |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $52.91万 | 0.30% | 5,633 | — | — | — | — |
| GLD | SPDR GOLD TR | $53.30万 | 0.31% | 1,447 | — | — | — | — |
| SII | SPROTT INC | $54.37万 | 0.31% | 4,839 | — | — | — | — |
| GOOG | ALPHABET INC | $54.45万 | 0.31% | 1,541 | — | — | — | — |
| V | VISA INC | $54.86万 | 0.31% | 1,599 | — | — | — | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $55.25万 | 0.32% | 1,157 | — | — | — | — |
| NOK | NOKIA CORP | $55.96万 | 0.32% | 42,136 | — | — | — | — |
| JNJ | JOHNSON & JOHNSON | $56.22万 | 0.32% | 2,214 | — | — | — | — |
| UPRO | PROSHARES TR | $57.25万 | 0.33% | 4,038 | — | — | — | — |
| MTZ | MASTEC INC | $58.50万 | 0.33% | 1,406 | — | — | — | — |
| GBIL | GOLDMAN SACHS ETF TR | $60.45万 | 0.35% | 6,035 | — | — | — | — |
| GCOW | PACER FDS TR | $61.41万 | 0.35% | 14,184 | — | — | — | — |
| FLEX | FLEX LTD | $61.86万 | 0.35% | 3,817 | — | — | — | — |
| OKE | ONEOK INC NEW | $61.95万 | 0.35% | 7,126 | — | — | — | — |
| ON | ON SEMICONDUCTOR CORP | $63.11万 | 0.36% | 6,675 | — | — | — | — |
| NOBL | PROSHARES TR | $63.14万 | 0.36% | 11,243 | — | — | — | — |
| FLOT | ISHARES TR | $64.98万 | 0.37% | 12,729 | — | — | — | — |
| META | META PLATFORMS INC | $66.24万 | 0.38% | 1,176 | — | — | — | — |
| ICSH | ISHARES TR | $66.43万 | 0.38% | 13,134 | — | — | — | — |
| SCHG | SCHWAB STRATEGIC TR | $67.95万 | 0.39% | 20,079 | — | — | — | — |
| CVX | CHEVRON CORPORATION | $68.20万 | 0.39% | 4,115 | — | — | — | — |
| PYLD | PIMCO ETF TR | $68.41万 | 0.39% | 25,796 | — | — | — | — |
| — | SP FUNDS TRUST | $69.01万 | 0.39% | 19,957 | — | — | — | — |
| PANW | PALO ALTO NETWORKS INC | $69.94万 | 0.40% | 2,051 | — | — | — | — |
| MRVL | MARVELL TECHNOLOGY INC | $70.30万 | 0.40% | 2,360 | — | — | — | — |
| SOXX | ISHARES TR | $70.42万 | 0.40% | 1,099 | — | — | — | — |
| PWB | INVESCO EXCHANGE TRADED FD T | $71.49万 | 0.41% | 4,244 | — | — | — | — |
| ILCG | ISHARES TR | $71.60万 | 0.41% | 6,119 | — | — | — | — |
| CMI | CUMMINS INC | $72.32万 | 0.41% | 1,014 | — | — | — | — |
| QQQ | INVESCO QQQ TR | $72.60万 | 0.42% | 986 | — | — | — | — |
| IWY | ISHARES TR | $72.83万 | 0.42% | 2,506 | — | — | — | — |
| MO | ALTRIA GROUP INC | $73.96万 | 0.42% | 10,278 | — | — | — | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.43% | 1 | — | — | — | — |
| TECL | DIREXION SHARES ETF TRUST | $75.48万 | 0.43% | 3,271 | — | — | — | — |
| MTUM | ISHARES TR | $78.92万 | 0.45% | 2,302 | — | — | — | — |
| INTC | INTEL CORP | $79.64万 | 0.46% | 5,704 | — | — | — | — |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $79.71万 | 0.46% | 2,277 | — | — | — | — |