Briaud Financial Planning, Inc 13F 持仓 · 2026年Q2
Briaud Financial Planning 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 42 只证券，申报市值合计 3.80 亿美元。前几大持仓：VTI（54.14%）、GLD（19.37%）、PDBC（6.98%）。本季前 25 大持仓中：新建仓 1 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 | VTI | VANGUARD INDEX FDS | $205.9M | 54.14% | 556,358 | 增持 |
| 2 | GLD | SPDR GOLD TR | $73.6M | 19.37% | 199,910 | 增持 |
| 3 | PDBC | INVESCO ACTVELY MNGD ETC FD | $26.6M | 6.98% | 1.7M | 减持 |
| 4 | PDBA | INVESCO ACTVELY MNGD ETC FD | $22.1M | 5.83% | 621,833 | 增持 |
| 5 | SLV | ISHARES SILVER TR | $17.9M | 4.71% | 335,142 | 增持 |
| 6 | IAU | ISHARES GOLD TR | $6.1M | 1.61% | 80,824 | 持平 |
| 7 | AAPL | APPLE INC | $3.4M | 0.88% | 11,605 | 增持 |
| 8 | IVV | ISHARES TR | $2.9M | 0.77% | 3,903 | 增持 |
| 9 | ADI | ANALOG DEVICES INC | $2.3M | 0.62% | 5,902 | 减持 |
| 10 | QQQ | INVESCO QQQ TR | $1.9M | 0.51% | 2,633 | 增持 |
| 11 | NVDA | NVIDIA CORPORATION | $1.7M | 0.46% | 8,738 | 减持 |
| 12 | XOM | EXXON MOBIL CORP | $1.3M | 0.35% | 9,631 | 增持 |
| 13 | LLY | ELI LILLY & CO | $1.3M | 0.33% | 1,056 | 持平 |
| 14 | BIL | SPDR SERIES TRUST | $1.1M | 0.30% | 12,441 | 增持 |
| 15 | VYM | VANGUARD WHITEHALL FDS | $1.1M | 0.29% | 7,074 | 增持 |
| 16 | PPLT | ABRDN PLATINUM ETF TRUST | $935,971 | 0.25% | 66,240 | 增持 |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $774,103 | 0.20% | 1,547 | 持平 |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $718,393 | 0.19% | 962 | 减持 |
| 19 | APD | AIR PRODUCTS AND CHEMICALS I | $618,498 | 0.16% | 2,110 | 减持 |
| 20 | AMZN | AMAZON COM INC | $544,607 | 0.14% | 2,285 | 持平 |
| 21 | EEM | ISHARES TR | $535,650 | 0.14% | 7,830 | 持平 |
| 22 | INTC | INTEL CORP | $535,621 | 0.14% | 3,836 | 新建仓 |
| 23 | ITA | ISHARES TR | $520,961 | 0.14% | 2,149 | 持平 |
| 24 | MSFT | MICROSOFT CORP | $517,006 | 0.14% | 1,386 | 持平 |
| 25 | VUG | VANGUARD INDEX FDS | $544,749 | 0.14% | 6,324 | 增持 |
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