Brown Wealth Management, LLC 13F 持仓 · 2026年Q2
Brown Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 134 只证券，申报市值合计 4.47 亿美元。前几大持仓：IVV（17.58%）、VEA（7.10%）、BIV（6.66%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $78.6M | 17.58% | 104,951 | 增持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $31.8M | 7.10% | 445,636 | 增持 |
| 3 | BIV | VANGUARD BD INDEX FDS | $29.8M | 6.66% | 388,428 | 增持 |
| 4 | VTV | VANGUARD INDEX FDS | $23.0M | 5.14% | 105,387 | 增持 |
| 5 | VUG | VANGUARD INDEX FDS | $22.1M | 4.95% | 256,846 | 增持 |
| 6 | MUB | ISHARES TR | $20.8M | 4.66% | 193,485 | 增持 |
| 7 | SUB | ISHARES TR | $17.9M | 4.00% | 168,105 | 增持 |
| 8 | IDEV | ISHARES TR | $11.4M | 2.56% | 128,558 | 增持 |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $11.5M | 2.56% | 191,994 | 增持 |
| 10 | PSTP | INNOVATOR ETFS TRUST | $10.1M | 2.27% | 275,784 | 减持 |
| 11 | SCHO | SCHWAB STRATEGIC TR | $9.9M | 2.21% | 409,958 | 增持 |
| 12 | JAAA | JANUS DETROIT STR TR | $8.9M | 1.98% | 175,545 | 增持 |
| 13 | NOBL | PROSHARES TR | $7.3M | 1.63% | 129,532 | 增持 |
| 14 | BNDX | VANGUARD CHARLOTTE FDS | $7.2M | 1.60% | 148,195 | 增持 |
| 15 | TLT | ISHARES TR | $7.1M | 1.59% | 82,196 | 增持 |
| 16 | AIQ | GLOBAL X FDS | $6.5M | 1.45% | 99,007 | 增持 |
| 17 | IJH | ISHARES TR | $6.2M | 1.38% | 79,785 | 增持 |
| 18 | NVDA | NVIDIA CORPORATION | $6.0M | 1.33% | 29,784 | 增持 |
| 19 | AAPL | APPLE INC | $5.8M | 1.29% | 19,963 | 增持 |
| 20 | VWOB | VANGUARD WHITEHALL FDS | $5.7M | 1.28% | 85,296 | 减持 |
| 21 | VTEB | VANGUARD MUN BD FDS | $5.7M | 1.27% | 112,295 | 减持 |
| 22 | SCHV | SCHWAB STRATEGIC TR | $5.6M | 1.25% | 161,002 | 减持 |
| 23 | SCHG | SCHWAB STRATEGIC TR | $5.4M | 1.20% | 158,482 | 减持 |
| 24 | BALT | INNOVATOR ETFS TRUST | $5.3M | 1.19% | 155,832 | 增持 |
| 25 | QAI | NEW YORK LIFE INVESTMENTS ET | $4.9M | 1.09% | 132,815 | 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