Brown Financial Advisors

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$2.6亿

申报季度: 2026-03-31 · 持股只数: 209

Brown Financial Advisors在最新一期 13F 报告中披露了 209 项持股，申报期为 2026-03-31，总持股市值约为 US$2.6亿，季度换手率为 25.6%。

机构性格雪花图

集中度: 5.64
持仓稳定性: 25.58
动能／逆势: 100
行业集中度: 38.61
多样化: 100
仓位均衡度: 86.01

近期动向

减仓 SPYI
-68.8%　-US$447.4万
加仓 DMBS
+24.6%　US$194.3万
减仓 IGTR
-88.4%　-US$171.8万
减仓 GSY
-43.7%　-US$173.4万
减仓 UYLD
-43.8%　-US$173.4万
加仓 XFIV
+30.3%　US$111.3万

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
1	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型股与成长	6.04%	+0.03%	+1.70%
2	DMBS	Doubleline Mortgage ETF	ETF-其他	3.81%	+0.84%	+24.64%
3	AMZN	Amazon.com INC	股票-周期性消费	2.40%	-0.21%	-1.25%
4	AVDE	Avantis International Equity	ETF-其他	2.35%	—	-2.13%
5	NVDA	Nvidia CORP	股票-科技	2.30%	-0.37%	-11.08%
6	MSFT	Microsoft CORP	股票-科技	2.17%	-0.38%	+7.48%
7	GOOG	Alphabet Inc-cl C	股票-通信服务	2.04%	-0.33%	-9.26%
8	AAPL	Apple INC	股票-科技	1.96%	-0.27%	-9.08%
9	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-其他	1.92%	—	-2.38%
10	XFIV	Bondbloxx Bbg 5 Yr US Treas	ETF-其他	1.85%	+0.47%	+30.27%
11	AVEM	Avantis Emerging Markets Eq	ETF-新兴市场	1.73%	—	-2.97%
12	RECS	Columbia Resear Enh Cor ETF	ETF-其他	1.69%	—	-0.78%
13	JMBS	Janus Henderson Mortg Backed	ETF-其他	1.57%	—	-3.11%
14	JAAA	Janus Henderson Aaa Clo ETF	ETF-其他	1.51%	+0.26%	+16.63%
15	META	Meta Platforms Inc-class A	股票-通信服务	1.49%	-0.30%	-7.44%
16	BBBS	Bblx Bbb 1-5y CORP Bond ETF	ETF-投资级公司债	1.43%	+0.37%	+30.77%
17	DABS	Doubleline Asset-backed ETF	ETF-其他	1.40%	+0.26%	+18.89%
18	XSVN	Bondbloxx Bbg 7 Yr US Treas	ETF-其他	1.28%	+0.33%	+30.84%
19	QQQM	Invesco Nasdaq 100 ETF	ETF-科技型	1.24%	—	-0.60%
20	PG	Procter & Gamble Co/the	股票-非周期性消费	1.19%	+0.22%	+17.20%
21	XTRE	Bondbloxx Bbg 3y US Tsy ETF	ETF-其他	1.14%	+0.30%	+31.38%
22	SEPU	Allianzim US Bf15 Uncap Sep	ETF-其他	1.06%	—	-0.78%
23	AVGO	Broadcom INC	股票-科技	1.05%	-0.17%	-6.95%
24	GS	Goldman Sachs Group INC	股票-金融	1.02%	-0.12%	-10.21%
25	GLDM	Spdr Gold Minishares Trust	ETF-避险与商品	1.02%	+0.19%	+9.50%
26	CVX	Chevron CORP	股票-能源	1.00%	—	-20.37%
27	JPM	Jpmorgan Chase & Co	股票-金融	1.00%	-0.11%	-4.79%
28	XTEN	Bondbloxx Bbg 10y US Tsy ETF	ETF-其他	0.99%	+0.22%	+25.98%
29	PCMM	Bblx Private Credit Clo ETF	ETF-其他	0.98%	+0.25%	+32.18%
30	IETC	Ishares U.s. Tech Independen	ETF-科技型	0.97%	-0.09%	+2.07%
31	MS	Morgan Stanley	股票-金融	0.94%	-0.10%	-5.08%
32	XLF	Ss Financial Select Sector	ETF-其他	0.92%	—	+0.53%
33	WMT	Walmart INC	股票-非周期性消费	0.84%	—	-15.04%
34	GSY	Invesco Ultra Short Duration	ETF-其他	0.84%	-0.61%	-43.72%
35	UYLD	Angel Oak Ultrashort Income	ETF-其他	0.84%	-0.60%	-43.85%
36	TGT	Target CORP	股票-周期性消费	0.83%	—	-15.82%
37	IGIB	Ishares 5-10y Inv Grade CORP	ETF-投资级公司债	0.79%	—	-2.09%
38	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.72%	—	-8.46%
39	V	Visa Inc-class A Shares	股票-金融	0.71%	-0.10%	-2.24%
40	UNH	Unitedhealth Group INC	股票-医疗保健	0.71%	—	+7.99%
41	SPYI	Neos S&p 500 High Income ETF	ETF-大型股与成长	0.70%	-1.62%	-68.75%
42	MDT	Medtronic plc	股票-医疗保健	0.70%	-0.09%	-4.80%
43	KO	Coca-cola Co/the	股票-非周期性消费	0.67%	—	-12.05%
44	MCD	Mcdonald's CORP	股票-周期性消费	0.65%	—	-6.49%
45	ABT	Abbott Laboratories	股票-医疗保健	0.65%	-0.09%	+3.90%
46	SMOT	Vaneck Morningstar Smid Moat	ETF-其他	0.65%	—	+0.13%
47	ETN	Eaton Corporation plc	股票-工业	0.63%	—	-18.20%
48	SPTI	Ss Spdr P Int Term Tsy ETF	ETF-其他	0.63%	—	-1.97%
49	PRFD	Pimco Pref And Cap Sec Act	ETF-其他	0.61%	—	-3.30%
50	NFLX	Netflix INC	股票-通信服务	0.61%	—	+3.22%

1–50 of 209

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

季度	持股只数	总市值	稳定性	主要持股
2026-03-31	209	US$2.6亿	26	1SPYM 2DMBS 3AMZN 主要持股2026-03-31 1.SPYM 2.DMBS 3.AMZN 4.AVDE 5.NVDA 6.MSFT 7.GOOG 8.AAPL 9.SPDW 10.XFIV
2025-12-31	152	US$2.7亿	15	1SPYM 2DMBS 3NVDA 主要持股2025-12-31 1.SPYM 2.DMBS 3.NVDA 4.AMZN 5.MSFT 6.GOOG 7.SPYI 8.AVDE 9.AAPL 10.SPDW
2025-09-30	147	US$2.7亿	42	1SPYM 2DMBS 3NVDA 主要持股2025-09-30 1.SPYM 2.DMBS 3.NVDA 4.MSFT 5.AMZN 6.SPYI 7.GOOG 8.AVDE 9.AAPL 10.META
2025-06-30	138	US$2.6亿	0	1SPYM 2MSFT 3NVDA 主要持股2025-06-30 1.SPYM 2.MSFT 3.NVDA 4.AMZN 5.DMBS 6.SPYI 7.AVDE 8.META 9.SPDW 10.AAPL
2025-03-31	130	US$2.4亿	0	1SPYM 2DMBS 3SPYI 主要持股2025-03-31 1.SPYM 2.DMBS 3.SPYI 4.AMZN 5.MSFT 6.NVDA 7.AAPL 8.ULST 9.AVDE 10.GSY
2024-12-31	125	US$2.5亿	0	1SPYM 2SPYI 3XBJL 主要持股2024-12-31 1.SPYM 2.SPYI 3.XBJL 4.DMBS 5.SPDW 6.TJUL 7.AMZN 8.HELO 9.MSFT 10.NVDA
2024-09-30	125	US$2.4亿	0	1SPYM 2SPYI 3SPDW 主要持股2024-09-30 1.SPYM 2.SPYI 3.SPDW 4.XBJL 5.HELO 6.TJUL 7.SIXJ 8.MSFT 9.IGIB 10.DMBS
2024-06-30	219	US$2.2亿	0	1SPYM 2SPDW 3DMBS 主要持股2024-06-30 1.SPYM 2.SPDW 3.DMBS 4.IGIB 5.MSFT 6.AMZN 7.HELO 8.AAPL 9.GOOG 10.MARW

本季持股变动

Brown Financial Advisors 在 2026-03-31 最显著的持仓异动：清仓: Inn US Eq Acc 9 Buff July (XBJL); 清仓: Innovator Equity Defined Pro (TJUL); 清仓: Jpmorgan Hedged Equity ETF (HELO); 新建仓: AstraZeneca PLC (AZN); 清仓: Astrazeneca Plc-spons Adr (AZNN).

Brown Financial Advisors 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
1	DMBS	Doubleline Mortgage ETF	+0.8%	+24.64%	加仓
2	XFIV	Bondbloxx Bbg 5 Yr US Treas	+0.5%	+30.27%	加仓
3	BBBS	Bblx Bbb 1-5y CORP Bond ETF	+0.4%	+30.77%	加仓
4	XSVN	Bondbloxx Bbg 7 Yr US Treas	+0.3%	+30.84%	加仓
5	XTRE	Bondbloxx Bbg 3y US Tsy ETF	+0.3%	+31.38%	加仓
6	DABS	Doubleline Asset-backed ETF	+0.3%	+18.89%	加仓
7	JAAA	Janus Henderson Aaa Clo ETF	+0.3%	+16.63%	加仓
8	PCMM	Bblx Private Credit Clo ETF	+0.3%	+32.18%	加仓
9	XTEN	Bondbloxx Bbg 10y US Tsy ETF	+0.2%	+25.98%	加仓
10	PG	Procter & Gamble Co/the	+0.2%	+17.20%	加仓
11	GLDM	Spdr Gold Minishares Trust	+0.2%	+9.50%	加仓
12	MUB	Ishares National Muni Bond E	+0.2%	+45.45%	加仓
13	AVUS	Avantis U.s. Equity ETF	+0.1%	+27.75%	加仓
14	SPYM	Ste Str Spdr Pt S&p 500 ETF	0%	+1.70%	加仓
15	IETC	Ishares U.s. Tech Independen	-0.1%	+2.07%	加仓
16	MDT	Medtronic plc	-0.1%	-4.80%	减仓
17	ABT	Abbott Laboratories	-0.1%	+3.90%	加仓
18	V	Visa Inc-class A Shares	-0.1%	-2.24%	减仓
19	MS	Morgan Stanley	-0.1%	-5.08%	减仓
20	LUV	Southwest Airlines Co	-0.1%	-20.54%	减仓
21	JPM	Jpmorgan Chase & Co	-0.1%	-4.79%	减仓
22	LOW	Lowe's Cos INC	-0.1%	-16.70%	减仓
23	BTCO	Invsco Glxy Btcn ETF	-0.1%	+6.33%	加仓
24	GS	Goldman Sachs Group INC	-0.1%	-10.21%	减仓
25	URI	United Rentals INC	-0.1%	-14.24%	减仓
26	AVGO	Broadcom INC	-0.2%	-6.95%	减仓
27	AMZN	Amazon.com INC	-0.2%	-1.25%	减仓
28	AAPL	Apple INC	-0.3%	-9.08%	减仓
29	SPAB	Ss Spdr P Agg Bond ETF	-0.3%	-37.48%	减仓
30	META	Meta Platforms Inc-class A	-0.3%	-7.44%	减仓
31	GOOG	Alphabet Inc-cl C	-0.3%	-9.26%	减仓
32	NVDA	Nvidia CORP	-0.4%	-11.08%	减仓
33	MSFT	Microsoft CORP	-0.4%	+7.48%	加仓
34	UYLD	Angel Oak Ultrashort Income	-0.6%	-43.85%	减仓
35	GSY	Invesco Ultra Short Duration	-0.6%	-43.72%	减仓
36	IGTR	Innovator Grad Tact Rotation	-0.6%	-88.38%	减仓
37	SPYI	Neos S&p 500 High Income ETF	-1.6%	-68.75%	减仓
38	XBJL	Inn US Eq Acc 9 Buff July	—	EXIT	清仓
39	TJUL	Innovator Equity Defined Pro	—	EXIT	清仓
40	HELO	Jpmorgan Hedged Equity ETF	—	EXIT	清仓
41	AZN	AstraZeneca PLC	—	NEW	新建仓
42	AZNN	Astrazeneca Plc-spons Adr	—	EXIT	清仓
43	EQNR	Equinor Asa-spon Adr	—	NEW	新建仓
44	SU	Suncor Energy INC	—	NEW	新建仓
45	SHEL	Shell Plc-adr	—	NEW	新建仓
46	RJF	Raymond James Financial INC	—	NEW	新建仓
47	PNFP	Pinnacle Financial Partners	—	NEW	新建仓
48	HUM	Humana INC	—	NEW	新建仓
49	JD	Jd.com Inc-adr	—	NEW	新建仓
50	SBS	Cia Saneamento Basico De-adr	—	NEW	新建仓

FAQ

Brown Financial Advisors 是什么机构？属于哪种投资人类型？

Brown Financial Advisors 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$2.6亿，分布在 209 个已申报仓位之中。

Brown Financial Advisors 目前前几大持股有哪些？

根据最新 13F 申报，Brown Financial Advisors 按市值排列的前几大持股为： 1. Ste Str Spdr Pt S&p 500 ETF (SPYM) — US$1594.0万 (6.0%) 2. Doubleline Mortgage ETF (DMBS) — US$1005.7万 (3.8%) 3. Amazon.com INC (AMZN) — US$634.3万 (2.4%) 4. Avantis International Equity (AVDE) — US$619.7万 (2.4%) 5. Nvidia CORP (NVDA) — US$607.3万 (2.3%)

Brown Financial Advisors 在最新一期 13F 申报中做了哪些操作？

在最新申报季度中，Brown Financial Advisors 共进行了 50 项显著调整：新建仓 9 个仓位、加仓 18 个既有持股、减仓 19 个仓位，并完全清仓 4 个持股。其中幅度最大的异动：清仓: Inn US Eq Acc 9 Buff July (XBJL); 清仓: Innovator Equity Defined Pro (TJUL); 清仓: Jpmorgan Hedged Equity ETF (HELO); 新建仓: AstraZeneca PLC (AZN); 清仓: Astrazeneca Plc-spons Adr (AZNN)

Brown Financial Advisors 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 Financial Advisors 的主要板块分布如下： • Information Technology: 21.9% • Financials: 16.3% • Consumer Discretionary: 12.2% • Health Care: 11.0% • Industrials: 9.2% • Communication Services: 8.6%