Braeburn Wealth Management LLC 13F 持仓 · 2026年Q2
Braeburn Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 99 只证券，申报市值合计 2.33 亿美元。前几大持仓：QQQ（18.21%）、MGV（14.85%）、IVV（10.00%）。本季前 25 大持仓中：新建仓 6 只、增持 12 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $42.4M | 18.21% | 57,603 | 增持 |
| 2 | MGV | VANGUARD WORLD FD | $34.6M | 14.85% | 211,636 | 增持 |
| 3 | IVV | ISHARES TR | $23.3M | 10.00% | 31,112 | 增持 |
| 4 | IAU | ISHARES GOLD TR | $8.1M | 3.46% | 106,717 | 增持 |
| 5 | IJH | ISHARES TR | $6.4M | 2.75% | 82,960 | 增持 |
| 6 | AAPL | APPLE INC | $6.0M | 2.59% | 20,815 | 减持 |
| 7 | XMMO | INVESCO EXCHANGE TRADED FD T | $5.8M | 2.48% | 33,907 | 新建仓 |
| 8 | FIVA | FIDELITY COVINGTON TRUST | $4.3M | 1.85% | 112,099 | 增持 |
| 9 | GOOGL | ALPHABET INC | $4.0M | 1.73% | 11,309 | 增持 |
| 10 | NVDA | NVIDIA CORPORATION | $4.0M | 1.70% | 19,809 | 减持 |
| 11 | CAT | CATERPILLAR INC | $3.9M | 1.68% | 3,686 | 增持 |
| 12 | IWM | ISHARES TR | $3.5M | 1.52% | 11,790 | 新建仓 |
| 13 | XBI | SPDR SERIES TRUST | $3.5M | 1.51% | 22,249 | 新建仓 |
| 14 | SPG | SIMON PPTY GROUP INC NEW | $3.4M | 1.47% | 15,271 | 持平 |
| 15 | FIX | COMFORT SYS USA INC | $2.9M | 1.24% | 1,459 | 增持 |
| 16 | MSFT | MICROSOFT CORP | $2.7M | 1.17% | 7,330 | 减持 |
| 17 | XLU | SELECT SECTOR SPDR TR | $2.7M | 1.15% | 59,026 | 增持 |
| 18 | MU | MICRON TECHNOLOGY INC | $2.5M | 1.09% | 2,209 | 新建仓 |
| 19 | AMZN | AMAZON COM INC | $2.4M | 1.04% | 10,152 | 减持 |
| 20 | IEI | ISHARES TR | $2.3M | 1.00% | 19,831 | 增持 |
| 21 | LLY | ELI LILLY & CO | $2.3M | 0.99% | 1,925 | 增持 |
| 22 | MRVL | MARVELL TECHNOLOGY INC | $1.9M | 0.81% | 6,305 | 新建仓 |
| 23 | IVE | ISHARES TR | $1.9M | 0.80% | 8,177 | 持平 |
| 24 | CRWD | CROWDSTRIKE HLDGS INC | $1.8M | 0.79% | 2,418 | 减持 |
| 25 | PKB | INVESCO EXCHANGE TRADED FD T | $1.8M | 0.79% | 16,415 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR