CIK: 0002106763
申报总市值
US$1.1亿
申报季度: 2026-03-31 · 持股只数: 63
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies在最新一期 13F 报告中披露了 63 项持股，申报期为 2026-03-31，总持股市值约为 US$1.1亿，季度换手率为 8.8%。
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 目前披露的持仓，Herfindahl 集中度指数为 0.055——换算下来相当于约 18 个等权重仓位，明显低于其实际披露的 63 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 1.59），除少数重仓仓位外，还有许多规模较小的持仓。
近期操作偏向加仓既有的大仓位，而非大幅加仓新建仓的仓位（倾斜幅度为 2.2 个百分点）——这种模式较符合动量追涨的操作风格。
目前行业板块分类约覆盖此投资组合披露价值的 16%；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。
加仓 VBR
+13.4% US$93.6万
减仓 AAPL
-2.6% -US$36.1万
加仓 CAT
0.0% US$62.0万
加仓 VSS
+10.6% US$53.0万
减仓 DFAC
0.0% -US$10.3万
加仓 VXUS
+12.8% US$47.1万
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 18.19% | +0.18% | +10.23% | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 6.00% | +0.62% | +13.39% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 4.93% | -0.31% | — | |
| 4 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 4.29% | +0.31% | +10.59% | |
| 5 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 3.81% | +0.21% | +10.44% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 3.71% | +0.17% | +6.53% | |
| 7 | DFIV | Dimensional International Va | ETF-其他 | 3.51% | +0.29% | +7.72% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.25% | +0.22% | +10.15% | |
| 9 | AAPL | Apple INC | 股票-科技 | 3.23% | -0.48% | -2.64% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 3.19% | +0.30% | +12.79% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-其他 | 2.92% | -0.20% | -1.43% | |
| 12 | CAT | Caterpillar INC | 股票-工业 | 2.91% | +0.45% | — | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.86% | +0.12% | +8.24% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.61% | — | +5.64% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 2.06% | -0.17% | +7.67% | |
| 16 | WMT | Walmart INC | 股票-非周期性消费 | 2.02% | +0.05% | -3.99% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.90% | — | -0.41% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.86% | — | +1.05% | |
| 19 | PCAR | Paccar INC | 股票-工业 | 1.80% | +0.02% | — | |
| 20 | DISV | Dimensional International Sm | ETF-其他 | 1.69% | +0.29% | +21.70% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.67% | -0.14% | -1.97% | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.45% | -0.03% | +0.05% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.11% | -0.16% | — | |
| 24 | NSC | Norfolk Southern CORP | 股票-工业 | 1.02% | — | — | |
| 25 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.96% | -0.01% | +0.05% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.92% | -0.14% | +17.97% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.84% | — | +2.20% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.84% | — | +0.15% | |
| 29 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.84% | -0.14% | +0.04% | |
| 30 | IDCC | Interdigital INC | 股票-科技 | 0.77% | -0.06% | +2.00% | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.76% | — | -0.61% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.73% | -0.10% | — | |
| 33 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.65% | +0.02% | +2.98% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.57% | -0.08% | — | |
| 35 | TXN | Texas Instruments INC | 股票-科技 | 0.56% | +0.04% | — | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.53% | — | — | |
| 37 | HII | Huntington Ingalls Industrie | 股票-工业 | 0.53% | +0.04% | — | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | +0.14% | +5.37% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.46% | +0.04% | +19.55% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.45% | -0.04% | +0.26% | |
| 41 | CSCO | Cisco Systems INC | 股票-科技 | 0.42% | +0.01% | +5.30% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.42% | +0.09% | +12.88% | |
| 43 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.41% | — | -6.15% | |
| 44 | CMI | Cummins INC | 股票-工业 | 0.40% | +0.01% | — | |
| 45 | FDX | Fedex CORP | 股票-工业 | 0.39% | +0.06% | — | |
| 46 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.38% | -0.11% | — | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.36% | -0.04% | — | |
| 48 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.34% | — | — | |
| 49 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 0.34% | — | +0.10% | |
| 50 | DUK | Duke Energy CORP | 股票-公用事业 | 0.33% | +0.01% | -1.83% |
Q3 2026表现
+2.6%
近4个季度表现
+5.8%
基于可用的5个月历史数据
基于可获取价格的持仓（占申报价值的53%）计算
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 在 2026-03-31 最显著的持仓异动： 清仓: Constellation Energy (CEG); 清仓: Berkshire Hathaway Inc-cl B (BRK-B); 清仓: Tri-continental CORP (TY); 加仓: Vanguard Small-cap Value ETF (VBR) — 股数 +13.39%; 减仓: Apple INC (AAPL) — 股数 -2.64%.
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-28 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-02 | 13F-HR | 在 EDGAR 上查看 |
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