Brown Miller Wealth Management, LLC 13F 持仓 · 2026年Q2
Brown Miller Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 204 只证券，申报市值合计 3.97 亿美元。前几大持仓：NVDA（13.34%）、AAPL（8.18%）、MSFT（4.06%）。本季前 25 大持仓中：增持 14 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $53.0M | 13.34% | 264,758 | 减持 |
| 2 | AAPL | APPLE INC | $32.5M | 8.18% | 112,243 | 增持 |
| 3 | MSFT | MICROSOFT CORP | $16.1M | 4.06% | 43,213 | 增持 |
| 4 | JPM | JPMORGAN CHASE & CO | $14.9M | 3.75% | 45,560 | 增持 |
| 5 | GOOGL | ALPHABET INC | $13.4M | 3.38% | 37,562 | 减持 |
| 6 | AVGO | BROADCOM INC | $9.0M | 2.26% | 23,790 | 减持 |
| 7 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $7.9M | 1.98% | 227,088 | 增持 |
| 8 | SPYM | SPDR SERIES TRUST | $7.7M | 1.94% | 87,619 | 增持 |
| 9 | CSCO | CISCO SYS INC | $7.2M | 1.81% | 61,321 | 减持 |
| 10 | AMZN | AMAZON COM INC | $5.6M | 1.41% | 23,555 | 减持 |
| 11 | CB | CHUBB LTD SWITZ | $5.2M | 1.31% | 15,217 | 减持 |
| 12 | NEE | NEXTERA ENERGY INC | $5.2M | 1.31% | 59,215 | 减持 |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | $5.1M | 1.27% | 84,782 | 增持 |
| 14 | APH | AMPHENOL CORP | $4.9M | 1.24% | 27,856 | 增持 |
| 15 | LIN | LINDE PLC | $4.9M | 1.24% | 9,464 | 减持 |
| 16 | UNH | UNITEDHEALTH GROUP INC | $4.9M | 1.22% | 11,685 | 增持 |
| 17 | VTI | VANGUARD INDEX FDS | $4.9M | 1.22% | 13,138 | 持平 |
| 18 | ADI | ANALOG DEVICES INC | $4.8M | 1.20% | 11,994 | 减持 |
| 19 | ABBV | ABBVIE INC | $4.7M | 1.19% | 18,710 | 增持 |
| 20 | LLY | ELI LILLY & CO | $4.7M | 1.18% | 3,921 | 减持 |
| 21 | KMI | KINDER MORGAN INC DEL | $4.5M | 1.13% | 140,631 | 增持 |
| 22 | LOW | LOWES COS INC | $4.2M | 1.07% | 19,212 | 增持 |
| 23 | V | VISA INC | $4.1M | 1.03% | 11,930 | 增持 |
| 24 | ABT | ABBOTT LABORATORIES | $3.8M | 0.96% | 41,809 | 增持 |
| 25 | IBM | INTERNATIONAL BUSINESS MACHS | $3.7M | 0.93% | 13,126 | 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