BW

Brown Wealth Management, LLC

分散型投资策略趋势追踪型长期持有型

申报总市值

US$3.9亿

申报季度: 2026-03-31 · 持股只数: 116

BROWN WEALTH MANAGEMENT, LLC在最新一期 13F 报告中披露了 116 项持股，申报期为 2026-03-31，总持股市值约为 US$3.9亿，季度换手率为 12.2%。

浏览其他1 亿至 10 亿美元机构浏览其他以“B”开头的机构

机构性格雪花图

集中度
21.89
持仓稳定性
12.24
动能／逆势
100
行业集中度
70.45
多样化
100
仓位均衡度
76.77

近期动向

  • 加仓 VEA

    +20.4%　US$533.8万

  • 减仓 IVV

    +1.3%　-US$235.5万

  • 加仓 BIV

    +17.0%　US$368.6万

  • 减仓 AIQ

    -42.2%　-US$283.4万

  • 减仓 JAAA

    -33.3%　-US$271.2万

  • 加仓 VWO

    +43.3%　US$278.5万

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
1IVVIshares Core S&p 500 ETFETF-大型股与成长17.27%-1.03%+1.31%
2VEAVanguard Ftse Developed ETFETF-其他7.21%+1.23%+20.37%
3BIVVanguard Intermediate-term BETF-其他6.87%+0.80%+17.03%
4VTVVanguard Value ETFETF-其他4.97%+0.42%+8.90%
5VUGVanguard Growth ETFETF-其他4.81%-0.29%+7.93%
6MUBIshares National Muni Bond EETF-其他4.60%+0.17%+7.27%
7SUBIshares Short-term NationalETF-其他4.25%+0.04%+3.58%
8PSTPInnovator Pwr Buff Su St ETFETF-其他2.77%+0.06%+7.47%
9IDEVIshares Core Msci Dev MktsETF-其他2.50%+0.30%+14.80%
10SCHOSchwab Short-term US TreasETF-其他2.48%+0.01%+3.08%
11VWOVanguard Ftse Emerging MarkeETF-新兴市场2.34%+0.68%+43.33%
12VWOBVanguard Emerg Mkts Gov BndETF-其他2.11%+0.54%+41.27%
13NOBLProshares S&p 500 Dividend AETF-大型股与成长1.70%+0.06%+3.81%
14BNDXVanguard Total Intl Bond ETFETF-其他1.68%+0.09%+9.38%
15TLTIshares 20+ Year Treasury BdETF-政府公债1.67%+0.02%+4.12%
16VTEBVanguard Tax-exempt Bond ETFETF-其他1.63%—+1.18%
17JAAAJanus Henderson Aaa Clo ETFETF-其他1.38%-0.75%-33.28%
18IJHIshares Core S&p Midcap ETFETF-其他1.36%-0.23%-14.39%
19NVDANvidia CORP股票-科技1.30%+0.31%+44.33%
20SCHVSchwab US Large-cap ValueETF-其他1.27%+0.01%+0.46%
21BALTInn Defined Wealth ShieldETF-其他1.27%—+2.20%
22AAPLApple INC股票-科技1.25%—+6.96%
23SCHGSchwab US Large-cap GrowthETF-其他1.20%-0.14%+3.17%
24QAINyli Hdg Multi-str Trk ETFETF-其他1.13%-0.23%-16.42%
25EEMIshares Msci Emerging MarketETF-新兴市场0.87%+0.05%+4.64%
26AIQGlobal X Art Intel & TechETF-科技型0.82%-0.77%-42.22%
27USMVIshares Msci USA Min Vol FacETF-其他0.82%—-0.19%
28GLTRAbrdn Precious Metals BasketETF-其他0.82%-0.68%-47.54%
29IBITIshares Bitcoin Trust ETFETF-加密货币0.77%-0.09%+18.10%
30IEFAIshares Core Msci Eafe ETFETF-其他0.66%—-0.93%
31VTESVanguard Sh Term Tax-ex BondETF-其他0.64%—+6.50%
32VBKVanguard Small-cap Grwth ETFETF-其他0.51%—+0.61%
33VBRVanguard Small-cap Value ETFETF-其他0.49%—-4.69%
34EFAVIshares Msci Eafe Min Vol FaETF-其他0.49%—-0.07%
35MSFTMicrosoft CORP股票-科技0.48%-0.09%+13.32%
36ZDEKInno Equ Def Pro ETF - 1 DeETF-其他0.48%-0.05%-7.36%
37LLYEli Lilly & Co股票-医疗保健0.46%-0.09%+1.55%
38GOOGAlphabet Inc-cl C股票-通信服务0.46%—+2.36%
39IJRIshares Core S&p Small-cap EETF-中小型股0.46%-0.23%-33.99%
40AMZNAmazon.com INC股票-周期性消费0.44%—+2.69%
41VTIPVanguard Short-term TipsETF-其他0.44%—+2.97%
42HYDVaneck High Yield Muni ETFETF-非投资级债0.42%—-1.32%
43ZNOVInvtr Equ De Pr ETF - 1 Yr NETF-其他0.41%——
44JPMJpmorgan Chase & Co股票-金融0.37%+0.10%+51.11%
45VTIVanguard Total Stock Mkt ETFETF-其他0.35%—+4.96%
46TSLATesla INC股票-周期性消费0.34%—+9.46%
47JBTMJbt Marel CORP股票-工业0.29%-0.21%-29.47%
48SPLVInvesco S&p 500 Low VolatiliETF-大型股与成长0.28%—+0.01%
49GOOGLAlphabet Inc-cl A股票-通信服务0.27%+0.03%+26.55%
50IWVIshares Russell 3000 ETFETF-其他0.25%+0.03%+24.88%
1–50 of 116

本季持股变动

Brown Wealth Management, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Invesco S&p 500 Equal Weight (RSP); 新建仓: Applied Optoelectronics INC (AAOI); 新建仓: Ondas INC (ONDS); 新建仓: Innov Eq Dd 15 Buf ETF - Nov (DDFN); 清仓: Intuit INC (INTU).

Brown Wealth Management, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1VEAVanguard Ftse Developed ETF+1.2%+20.37%加仓
2BIVVanguard Intermediate-term B+0.8%+17.03%加仓
3VWOVanguard Ftse Emerging Marke+0.7%+43.33%加仓
4VWOBVanguard Emerg Mkts Gov Bnd+0.5%+41.27%加仓
5VTVVanguard Value ETF+0.4%+8.90%加仓
6NVDANvidia CORP+0.3%+44.33%加仓
7IDEVIshares Core Msci Dev Mkts+0.3%+14.80%加仓
8MUBIshares National Muni Bond E+0.2%+7.27%加仓
9QQQInvesco Qqq Trust Series 1+0.1%+270.68%加仓
10JPMJpmorgan Chase & Co+0.1%+51.11%加仓
11BNDXVanguard Total Intl Bond ETF+0.1%+9.38%加仓
12PSTPInnovator Pwr Buff Su St ETF+0.1%+7.47%加仓
13NOBLProshares S&p 500 Dividend A+0.1%+3.81%加仓
14EEMIshares Msci Emerging Market+0.1%+4.64%加仓
15SUBIshares Short-term National0%+3.58%加仓
16IEMGIshares Core Msci Emerging0%+40.46%加仓
17COSTCostco Wholesale CORP0%+31.69%加仓
18IWVIshares Russell 3000 ETF0%+24.88%加仓
19GOOGLAlphabet Inc-cl A0%+26.55%加仓
20TLTIshares 20+ Year Treasury Bd0%+4.12%加仓
21SCHOSchwab Short-term US Treas0%+3.08%加仓
22SCHVSchwab US Large-cap Value0%+0.46%加仓
23ZDEKInno Equ Def Pro ETF - 1 De-0.1%-7.36%减仓
24ZSEPInnovator Edp ETF - 1 Yr Sep-0.1%-14.17%减仓
25ZJUNInnova Eqty Def Prot 1yr Jun-0.1%-14.29%减仓
26ZMARInovatr E D Prct ETF - 1 Mar-0.1%-14.24%减仓
27IWOIshares Russell 2000 Growth-0.1%-18.91%减仓
28ALTAltimmune INC-0.1%-8.71%减仓
29AVGOBroadcom INC-0.1%-14.76%减仓
30SCHHSchwab US Reit ETF-0.1%-29.88%减仓
31MSFTMicrosoft CORP-0.1%+13.32%加仓
32IBITIshares Bitcoin Trust ETF-0.1%+18.10%加仓
33LLYEli Lilly & Co-0.1%+1.55%加仓
34HOODRobinhood Markets INC - A-0.1%+10.63%加仓
35SCHGSchwab US Large-cap Growth-0.1%+3.17%加仓
36JBTMJbt Marel CORP-0.2%-29.47%减仓
37IJRIshares Core S&p Small-cap E-0.2%-33.99%减仓
38QAINyli Hdg Multi-str Trk ETF-0.2%-16.42%减仓
39IJHIshares Core S&p Midcap ETF-0.2%-14.39%减仓
40VUGVanguard Growth ETF-0.3%+7.93%加仓
41GLTRAbrdn Precious Metals Basket-0.7%-47.54%减仓
42JAAAJanus Henderson Aaa Clo ETF-0.8%-33.28%减仓
43AIQGlobal X Art Intel & Tech-0.8%-42.22%减仓
44IVVIshares Core S&p 500 ETF-1%+1.31%加仓
45RSPInvesco S&p 500 Equal Weight—NEW新建仓
46AAOIApplied Optoelectronics INC—NEW新建仓
47ONDSOndas INC—NEW新建仓
48DDFNInnov Eq Dd 15 Buf ETF - Nov—NEW新建仓
49INTUIntuit INC—EXIT清仓
50MRKMerck & Co. INC.—NEW新建仓

FAQ

Brown Wealth Management, LLC 是什么机构？属于哪种投资人类型？
Brown Wealth Management, 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（2026-03-31），该机构追踪的股票投资组合估值约为 US$3.9亿，分布在 116 个已申报仓位之中。
Brown Wealth Management, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Brown Wealth Management, LLC 按市值排列的前几大持股为： 1. Ishares Core S&p 500 ETF (IVV) — US$6721.3万 (17.3%) 2. Vanguard Ftse Developed ETF (VEA) — US$2807.3万 (7.2%) 3. Vanguard Intermediate-term B (BIV) — US$2675.8万 (6.9%) 4. Vanguard Value ETF (VTV) — US$1936.0万 (5.0%) 5. Vanguard Growth ETF (VUG) — US$1872.6万 (4.8%)
Brown Wealth Management, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Brown Wealth Management, LLC 共进行了 50 项显著调整：新建仓 5 个仓位、加仓 29 个既有持股、减仓 15 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: Invesco S&p 500 Equal Weight (RSP); 新建仓: Applied Optoelectronics INC (AAOI); 新建仓: Ondas INC (ONDS); 新建仓: Innov Eq Dd 15 Buf ETF - Nov (DDFN); 清仓: Intuit INC (INTU)
Brown Wealth Management, 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，Brown Wealth Management, LLC 的主要板块分布如下： • Information Technology: 42.4% • Communication Services: 12.0% • Health Care: 11.9% • Financials: 11.7% • Consumer Discretionary: 9.1% • Industrials: 4.9%

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