BL
Brian Low Financial Group, LLC：13F 持仓明细与投资组合（Q2 2026）
Brian Low Financial Group, LLCCIK: 0002079080
分散型投资策略长期持有型高品质投资策略
申报总市值
US$1.7亿
申报季度: 2026-06-30 · 持股只数: 116
BRIAN LOW FINANCIAL GROUP, LLC在最新一期 13F 报告中披露了 116 项持股，申报期为 2026-06-30，总持股市值约为 US$1.7亿，季度换手率为 0.0%。
机构性格雪花图
- 集中度
- 11.52
- 持仓稳定性
- 0
- 动能倾向
- 50
- 行业集中度
- 42.68
- 多样化
- 100
- 仓位均衡度
- 84.64
Brian Low Financial Group, LLC 目前披露的持仓，Herfindahl 集中度指数为 0.029——换算下来相当于约 35 个等权重仓位，明显低于其实际披露的 116 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 1.54），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 62%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
来源与引用信息
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清仓 XOM
新建仓 30233Q108
减仓 STM
-93.7% -US$173.5万
清仓 TOL
新建仓 RRR
清仓 FLS
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SWP | Swp Growth & Income ETF | ETF-其他 | 12.54% | -0.27% | +8.89% | |
| 2 | ✓ | 股票-其他 | 3.77% | +3.77% | NEW | ||
| 3 | AAPL | Apple Inc | 股票-科技 | 3.75% | +0.19% | +7.79% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.67% | -0.08% | +13.15% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.56% | +0.10% | -2.56% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.40% | +0.37% | +12.95% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.26% | -0.06% | +6.20% | |
| 8 | MBB | Ishares Mbs ETF | ETF-其他 | 1.91% | -0.10% | +11.22% | |
| 9 | IBM | Intl Business Machines CORP | 股票-科技 | 1.91% | +0.30% | +19.29% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.80% | +0.54% | +27.17% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.74% | +0.45% | +59.36% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.70% | +0.17% | +12.41% | |
| 13 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.56% | -0.07% | +11.73% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.50% | +0.15% | +16.06% | |
| 15 | PLD | Prologis Inc | 股票-房地产 | 1.45% | +0.03% | +16.03% | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 1.43% | +0.07% | +22.91% | |
| 17 | PID | Invesco International Divide | ETF-其他 | 1.41% | -0.09% | +9.68% | |
| 18 | PM | Philip Morris International | 股票-非周期性消费 | 1.39% | +0.13% | +17.63% | |
| 19 | WMT | Walmart Inc | 股票-非周期性消费 | 1.35% | +0.73% | +175.28% | |
| 20 | URI | United Rentals Inc | 股票-工业 | 1.33% | +0.54% | +25.87% | |
| 21 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.29% | +0.16% | +14.61% | |
| 22 | RTX | Rtx CORP | 股票-工业 | 1.19% | -0.11% | +8.08% | |
| 23 | AZN | AstraZeneca PLC | 股票-医疗保健 | 1.18% | -0.05% | +16.92% | |
| 24 | C | Citigroup Inc | 股票-金融 | 1.18% | +0.15% | +8.32% | |
| 25 | PNC | Pnc Financial Services Group | 股票-金融 | 1.15% | +0.21% | +20.09% | |
| 26 | AXP | American Express Co | 股票-金融 | 1.11% | +0.12% | +16.95% | |
| 27 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 1.11% | -0.07% | +10.94% | |
| 28 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.11% | +0.02% | +25.13% | |
| 29 | BX | Blackstone Inc | 股票-金融 | 1.08% | -0.06% | +8.53% | |
| 30 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.08% | +0.11% | +8.92% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.07% | +0.26% | +9.12% | |
| 32 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.07% | +0.02% | +24.76% | |
| 33 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 1.07% | — | +8.44% | |
| 34 | EMR | Emerson Electric Co | 股票-工业 | 1.06% | +0.12% | +20.98% | |
| 35 | DAL | Delta Air Lines Inc | 股票-工业 | 1.06% | +0.53% | +66.01% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.01% | +0.07% | +3.82% | |
| 37 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.98% | +0.33% | +2.15% | |
| 38 | RRR | Red Rock Resorts Inc-class A | 股票-其他 | 0.98% | +0.98% | NEW | |
| 39 | COR | Cencora Inc | 股票-医疗保健 | 0.97% | -0.05% | +22.38% | |
| 40 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.95% | +0.26% | +59.76% | |
| 41 | UNP | Union Pacific CORP | 股票-工业 | 0.92% | +0.12% | +19.45% | |
| 42 | MDT | Medtronic plc | 股票-医疗保健 | 0.91% | -0.07% | +19.55% | |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.88% | -0.04% | +10.51% | |
| 44 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.87% | +0.57% | +7901.90% | |
| 45 | BLK | Blackrock Inc | 股票-金融 | 0.87% | -0.07% | +8.59% | |
| 46 | PGR | Progressive CORP | 股票-金融 | 0.87% | +0.87% | NEW | |
| 47 | ENB | Enbridge Inc | 股票-能源 | 0.84% | +0.03% | +20.09% | |
| 48 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 0.82% | +0.09% | +24.32% | |
| 49 | CCJ | Cameco CORP | 股票-能源 | 0.79% | +0.22% | +72.25% | |
| 50 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.78% | +0.24% | +74.11% |
1–50 of 116
* 本报告数据由 AlphaSMO 团队独家整理提供。AlphaSMO是网络上最具权威的13F / Inside Trader数据库，我们致力于提供最精准的内部人交易与大户持仓报告。
投资组合表现
Q3 2026表现
+1%
近4个季度表现
+17.5%
- 标准差
- +10.1%
- 贝塔系数
- +0.73
- 阿尔法
- +2.6%
- 最大回撤
- -4.5%
- 年化表现
- +17.5%
- 对标普胜率
- +41.7%
- 索提诺比率
- +3.49
- 斯图泽指数
- +0.49
- 特雷诺比率
- +0.23
- 斯特林比率
- +1.2
- 卡玛比率
- +3.86
- 信息比率
- -0.56
- 跟踪误差
- +4.7%
- 下行标准差
- +4.8%
- 正收益月份占比
- +75%
- 负收益月份占比
- +25%
- 最佳12个月
- +17.5%
- 最差12个月
- +17.5%
- 效率比率
- +0.6
- 夏普比率
- +1.65
- 行业分散度
- +6.8%
- 偏度
- -0.06
- 峰度
- +0.47
- 上行潜力
- +4.81
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
Brian Low Financial Group, LLC 在 2026-06-30 最显著的持仓异动： 清仓: Exxon Mobil CORP (XOM); 新建仓: ; 新建仓: Red Rock Resorts Inc-class A (RRR); 清仓: Toll Brothers Inc (TOL); 新建仓: Progressive CORP (PGR).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +3.8% | NEW | 新建仓 | |
| 2 | RRR | Red Rock Resorts Inc-class A | +1% | NEW | 新建仓 |
| 3 | PGR | Progressive CORP | +0.9% | NEW | 新建仓 |
| 4 | TPB | Turning Point Brands Inc | +0.8% | NEW | 新建仓 |
| 5 | WMT | Walmart Inc | +0.7% | +175.28% | 加仓 |
| 6 | BKNG | Booking Holdings Inc | +0.6% | +7901.90% | 加仓 |
| 7 | LLY | Eli Lilly & Co | +0.5% | +27.17% | 加仓 |
| 8 | URI | United Rentals Inc | +0.5% | +25.87% | 加仓 |
| 9 | IWV | Ishares Russell 3000 ETF | +0.5% | NEW | 新建仓 |
| 10 | DAL | Delta Air Lines Inc | +0.5% | +66.01% | 加仓 |
| 11 | META | Meta Platforms Inc-class A | +0.5% | +59.36% | 加仓 |
| 12 | FDN | First Trust Dj Internet Ind | +0.4% | NEW | 新建仓 |
| 13 | AVGO | Broadcom Inc | +0.4% | +12.95% | 加仓 |
| 14 | SMH | Vaneck Semiconductor ETF | +0.3% | +2.15% | 加仓 |
| 15 | IBM | Intl Business Machines CORP | +0.3% | +19.29% | 加仓 |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +9.12% | 加仓 |
| 17 | DLR | Digital Realty Trust Inc | +0.3% | +59.76% | 加仓 |
| 18 | BDX | Becton Dickinson And Co | +0.2% | +74.11% | 加仓 |
| 19 | CCJ | Cameco CORP | +0.2% | +72.25% | 加仓 |
| 20 | PNC | Pnc Financial Services Group | +0.2% | +20.09% | 加仓 |
| 21 | AMD | Advanced Micro Devices | +0.2% | NEW | 新建仓 |
| 22 | AAPL | Apple Inc | +0.2% | +7.79% | 加仓 |
| 23 | NVDA | Nvidia CORP | +0.2% | +12.41% | 加仓 |
| 24 | ABBV | Abbvie Inc | +0.2% | +14.61% | 加仓 |
| 25 | AMAT | Applied Materials Inc | +0.2% | NEW | 新建仓 |
| 26 | JPM | Jpmorgan Chase & Co | +0.2% | +16.06% | 加仓 |
| 27 | C | Citigroup Inc | +0.2% | +8.32% | 加仓 |
| 28 | DDOG | Datadog Inc - Class A | +0.1% | NEW | 新建仓 |
| 29 | PM | Philip Morris International | +0.1% | +17.63% | 加仓 |
| 30 | AXP | American Express Co | +0.1% | +16.95% | 加仓 |
| 31 | EMR | Emerson Electric Co | +0.1% | +20.98% | 加仓 |
| 32 | UNP | Union Pacific CORP | +0.1% | +19.45% | 加仓 |
| 33 | DKS | Dick's Sporting Goods Inc | +0.1% | +21.90% | 加仓 |
| 34 | GEV | GE Vernova Inc | +0.1% | NEW | 新建仓 |
| 35 | GS | Goldman Sachs Group Inc | +0.1% | +8.92% | 加仓 |
| 36 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.56% | 减仓 |
| 37 | ECC | Eagle Point Credit Co | +0.1% | NEW | 新建仓 |
| 38 | OXSQ | Oxford Square Capital CORP | +0.1% | NEW | 新建仓 |
| 39 | DRI | Darden Restaurants Inc | +0.1% | +24.32% | 加仓 |
| 40 | ORCL | Oracle CORP | +0.1% | +22.91% | 加仓 |
| 41 | IWM | Ishares Russell 2000 ETF | +0.1% | +3.82% | 加仓 |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +9.99% | 加仓 |
| 43 | ASML | ASML Holding N.V. | +0.1% | +8.18% | 加仓 |
| 44 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +1.08% | 加仓 |
| 45 | ✓ | Establishment Labs Holdings In | 0% | -5.13% | 减仓 |
| 46 | PLD | Prologis Inc | 0% | +16.03% | 加仓 |
| 47 | ENB | Enbridge Inc | 0% | +20.09% | 加仓 |
| 48 | PWR | Quanta Services Inc | 0% | +1.12% | 加仓 |
| 49 | PNNT | Pennantpark Investment CORP | 0% | NEW | 新建仓 |
| 50 | TJX | Tjx Companies Inc | 0% | +25.13% | 加仓 |
1–50 of 129
申报历史
FAQ
Brian Low Financial Group, LLC 是什么机构？属于哪种投资人类型？
Brian Low Financial Group, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-06-30），该机构追踪的股票投资组合估值约为 US$1.7亿，分布在 116 个已申报仓位之中。
Brian Low Financial Group, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Brian Low Financial Group, LLC 按市值排列的前几大持股为：
1. Swp Growth & Income ETF (SWP) — US$2150.1万 (12.5%)
2. — US$646.3万 (3.8%)
3. Apple Inc (AAPL) — US$643.6万 (3.8%)
4. Microsoft CORP (MSFT) — US$629.7万 (3.7%)
5. Alphabet Inc-cl A (GOOGL) — US$438.6万 (2.6%)
Brian Low Financial Group, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Brian Low Financial Group, LLC 共进行了 121 项显著调整：新建仓 13 个仓位、加仓 74 个既有持股、减仓 21 个仓位，并完全清仓 13 个持股。 其中幅度最大的异动：清仓: Exxon Mobil CORP (XOM); 新建仓: ; 新建仓: Red Rock Resorts Inc-class A (RRR); 清仓: Toll Brothers Inc (TOL); 新建仓: Progressive CORP (PGR)
Brian Low Financial Group, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Brian Low Financial Group, LLC 的主要板块分布如下：
• Information Technology: 27.4%
• Financials: 14.6%
• Health Care: 12.1%
• Industrials: 10.4%
• Consumer Discretionary: 7.9%
• Communication Services: 7.2%
投资风格解析
Brian Low Financial Group, LLC重建的 13F 持仓回测显示，过去 12 个月年化回报率为 17.5%，跑赢 S&P 500 2.6 个百分点；贝塔系数为 0.73（波动性低于大盘），季度胜率为 42%。
该机构的持仓风格高度分散、偏好长期持有。
过去两个季度，该机构持续加码 SWP（+US$323.2万，现达 US$2150.1万），同时减持 GLD（-US$13.3万，仍持有 US$40.0万）。
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开发者访问
以编程方式访问 Brian Low Financial Group, LLC 的机构档案：
REST API
curl https://alphasmo.com/api/v1/institutions/brian-low-financial-group-llcCLI 命令
npx alphasmo institutions get brian-low-financial-group-llc