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Brady Family Wealth, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$3.2亿

申报季度: 2026-03-31 · 持股只数: 110

BRADY FAMILY WEALTH, LLC在最新一期 13F 报告中披露了 110 项持股，申报期为 2026-03-31，总持股市值约为 US$3.2亿，季度换手率为 14.8%。

机构性格雪花图

集中度
9.84
持仓稳定性
14.79
动能／逆势
100
行业集中度
53
多样化
100
仓位均衡度
86.88

近期动向

  • 减仓 MSFT

    +2.7%　-US$404.3万

  • 减仓 CRM

    -83.4%　-US$333.7万

  • 加仓 PSX

    +4.1%　US$210.9万

  • 减仓 GOOGL

    -1.8%　-US$185.3万

  • 减仓 ACN

    -4.3%　-US$165.9万

  • 减仓 AAPL

    +0.3%　-US$174.7万

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
1AAPLApple INC股票-科技7.98%-0.46%+0.27%
2GOOGLAlphabet Inc-cl A股票-通信服务5.34%-0.52%-1.78%
3MSFTMicrosoft CORP股票-科技4.63%-1.20%+2.71%
4AVGOBroadcom INC股票-科技4.00%-0.33%+2.32%
5LOWLowe's Cos INC股票-周期性消费2.89%—+1.15%
6BLKBlackrock INC股票-金融2.37%-0.18%+2.38%
7SYKStryker CORP股票-医疗保健2.31%-0.07%+2.57%
8ADIAnalog Devices INC股票-科技2.30%+0.35%-0.63%
9CBChubb Limited股票-金融2.22%+0.13%+0.50%
10VVisa Inc-class A Shares股票-金融2.21%-0.25%+2.92%
11SHYIshares 1-3 Year Treasury BoETF-政府公债2.19%+0.35%+18.22%
12JNJJohnson & Johnson股票-医疗保健2.16%+0.34%-0.62%
13CSCOCisco Systems INC股票-科技2.14%—+1.82%
14PSXPhillips 66股票-能源2.06%+0.67%+4.11%
15BRK-BBerkshire Hathaway Inc-cl B股票-其他1.99%—+4.75%
16IVVIshares Core S&p 500 ETFETF-大型股与成长1.96%—+5.04%
17AMZNAmazon.com INC股票-周期性消费1.92%-0.12%+3.13%
18JPMJpmorgan Chase & Co股票-金融1.87%—+7.08%
19TJXTjx Companies INC股票-周期性消费1.84%+0.20%+7.21%
20AMGNAmgen INC股票-医疗保健1.84%+0.18%+2.39%
21ABTAbbott Laboratories股票-医疗保健1.82%-0.28%+4.73%
22TXNTexas Instruments INC股票-科技1.72%+0.22%+1.90%
23PEPPepsico INC股票-非周期性消费1.55%+0.12%-0.98%
24COSTCostco Wholesale CORP股票-非周期性消费1.52%+0.34%+10.28%
25GDGeneral Dynamics CORP股票-工业1.44%+0.16%+9.21%
26BRBroadridge Financial Solutio股票-科技1.41%-0.35%+8.52%
27METAMeta Platforms Inc-class A股票-通信服务1.39%-0.06%+8.93%
28NVDANvidia CORP股票-科技1.38%+0.08%+12.28%
29ITWIllinois Tool Works股票-工业1.37%+0.11%+2.06%
30CATCaterpillar INC股票-工业1.34%+0.31%+4.40%
31NEARIshares Sh Dba ETF Usd INCETF-其他1.32%—-0.94%
32ACNAccenture plc股票-科技1.25%-0.50%-4.30%
33APDAir Products & Chemicals INC股票-原材料1.16%+0.18%+0.14%
34MCDMcdonald's CORP股票-周期性消费1.15%—-0.61%
35ADPAutomatic Data Processing股票-科技1.14%-0.20%+6.52%
36PGProcter & Gamble Co/the股票-非周期性消费1.14%—+3.61%
37SPGIS&p Global INC股票-金融1.02%-0.15%+5.65%
38SBUXStarbucks CORP股票-周期性消费0.94%-0.10%-15.80%
39WMTWalmart INC股票-非周期性消费0.76%+0.09%+0.07%
40APHAmphenol Corp-cl A股票-科技0.75%+0.75%NEW
41IJHIshares Core S&p Midcap ETFETF-其他0.72%—+5.51%
42IEFAIshares Core Msci Eafe ETFETF-其他0.70%+0.22%+43.96%
43MDTMedtronic plc股票-医疗保健0.70%-0.07%+0.40%
44CVXChevron CORP股票-能源0.69%+0.19%+1.16%
45LQDIshr Ibx Usd Invgd Cb Etf-uiETF-投资级公司债0.67%—-4.28%
46ETNEaton Corporation plc股票-工业0.65%+0.65%NEW
47BACBank Of America CORP股票-金融0.64%-0.07%-0.05%
48AFLAflac INC股票-金融0.59%—-2.31%
49NEENextera Energy INC股票-公用事业0.58%+0.09%+0.45%
50NSCNorfolk Southern CORP股票-工业0.56%——
1–50 of 110

本季持股变动

Brady Family Wealth, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Amphenol Corp-cl A (APH); 新建仓: Eaton Corporation plc (ETN); 清仓: Nike INC -cl B (NKE); 新建仓: Spdr Gold Shares (GLD); 清仓: Becton Dickinson And Co (BDX).

Brady Family Wealth, 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
1PSXPhillips 66+0.7%+4.11%加仓
2SHYIshares 1-3 Year Treasury Bo+0.4%+18.22%加仓
3ADIAnalog Devices INC+0.4%-0.63%减仓
4COSTCostco Wholesale CORP+0.3%+10.28%加仓
5JNJJohnson & Johnson+0.3%-0.62%减仓
6CATCaterpillar INC+0.3%+4.40%加仓
7SOSouthern Co/the+0.3%+115.59%加仓
8IEFAIshares Core Msci Eafe ETF+0.2%+43.96%加仓
9TXNTexas Instruments INC+0.2%+1.90%加仓
10TJXTjx Companies INC+0.2%+7.21%加仓
11CVXChevron CORP+0.2%+1.16%加仓
12APDAir Products & Chemicals INC+0.2%+0.14%加仓
13AMGNAmgen INC+0.2%+2.39%加仓
14WMWaste Management INC+0.2%+75.49%加仓
15GDGeneral Dynamics CORP+0.2%+9.21%加仓
16CBChubb Limited+0.1%+0.50%加仓
17PEPPepsico INC+0.1%-0.98%减仓
18ITWIllinois Tool Works+0.1%+2.06%加仓
19NEENextera Energy INC+0.1%+0.45%加仓
20WMTWalmart INC+0.1%+0.07%加仓
21NVDANvidia CORP+0.1%+12.28%加仓
22METAMeta Platforms Inc-class A-0.1%+8.93%加仓
23SYKStryker CORP-0.1%+2.57%加仓
24BACBank Of America CORP-0.1%-0.05%减仓
25MDTMedtronic plc-0.1%+0.40%加仓
26SBUXStarbucks CORP-0.1%-15.80%减仓
27AMZNAmazon.com INC-0.1%+3.13%加仓
28UNHUnitedhealth Group INC-0.1%-34.57%减仓
29SPGIS&p Global INC-0.2%+5.65%加仓
30BLKBlackrock INC-0.2%+2.38%加仓
31ADPAutomatic Data Processing-0.2%+6.52%加仓
32VVisa Inc-class A Shares-0.3%+2.92%加仓
33ABTAbbott Laboratories-0.3%+4.73%加仓
34AVGOBroadcom INC-0.3%+2.32%加仓
35BRBroadridge Financial Solutio-0.4%+8.52%加仓
36AAPLApple INC-0.5%+0.27%加仓
37ACNAccenture plc-0.5%-4.30%减仓
38GOOGLAlphabet Inc-cl A-0.5%-1.78%减仓
39CRMSalesforce INC-1%-83.39%减仓
40MSFTMicrosoft CORP-1.2%+2.71%加仓
41APHAmphenol Corp-cl A—NEW新建仓
42ETNEaton Corporation plc—NEW新建仓
43NKENike INC -cl B—EXIT清仓
44GLDSpdr Gold Shares—NEW新建仓
45BDXBecton Dickinson And Co—EXIT清仓
46INTUIntuit INC—EXIT清仓
47COPConocophillips—NEW新建仓
48NJRNew Jersey Resources CORP—NEW新建仓
49WECWec Energy Group INC—NEW新建仓
50FYXFirst Trust Small Cap Core A—EXIT清仓

FAQ

Brady Family Wealth, LLC 是什么机构？属于哪种投资人类型？
Brady Family Wealth, 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$3.2亿，分布在 110 个已申报仓位之中。
Brady Family Wealth, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Brady Family Wealth, LLC 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$2558.7万 (8.0%) 2. Alphabet Inc-cl A (GOOGL) — US$1712.5万 (5.3%) 3. Microsoft CORP (MSFT) — US$1486.2万 (4.6%) 4. Broadcom INC (AVGO) — US$1282.7万 (4.0%) 5. Lowe's Cos INC (LOW) — US$925.3万 (2.9%)
Brady Family Wealth, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Brady Family Wealth, LLC 共进行了 50 项显著调整：新建仓 6 个仓位、加仓 31 个既有持股、减仓 9 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：新建仓: Amphenol Corp-cl A (APH); 新建仓: Eaton Corporation plc (ETN); 清仓: Nike INC -cl B (NKE); 新建仓: Spdr Gold Shares (GLD); 清仓: Becton Dickinson And Co (BDX)
Brady Family Wealth, 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，Brady Family Wealth, LLC 的主要板块分布如下： • Information Technology: 32.9% • Financials: 15.9% • Health Care: 11.6% • Consumer Discretionary: 10.1% • Industrials: 8.3% • Communication Services: 8.3%