Brian Low Financial Group, LLC
- SEC CIK
- 0002079080
- 最新申報
- 2026/7/28
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/20 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 116
- 較 2025 年第 4 季 0
- 總值
- $1.47 億
- 較 2025 年第 4 季 +$605.9 萬 (+4.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Manager Directed Portfolios56170L612 | SWP GROWTH & INC | 708,588 | $1,885 萬 | 12.8% | +50,916+7.7% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 48,040 | $815.0 萬 | 5.5% | −898−1.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 14,919 | $552.3 萬 | 3.8% | +3,607+31.9% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 20,634 | $523.7 萬 | 3.6% | +1,839+9.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,596 | $362.2 萬 | 2.5% | +1,399+12.5% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 35,093 | $340.9 萬 | 2.3% | +2,362+7.2% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 9,655 | $298.8 萬 | 2.0% | +712+8.0% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 31,172 | $296.0 萬 | 2.0% | −150.0% | 減碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 79,941 | $240.4 萬 | 1.6% | +182+0.2% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 9,760 | $236.6 萬 | 1.6% | +773+8.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 12,927 | $225.4 萬 | 1.5% | +3,574+38.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V548 | INTL DIVI ACHI | 99,068 | $220.4 萬 | 1.5% | +6,974+7.6% | 加碼 | – |
| PLDPrologis, Inc. | REIT | 15,824 | $209.2 萬 | 1.4% | +1,488+10.4% | 加碼 | 歷史 |
| STMSTMicroelectronics N.V. | NY REGISTRY | 58,179 | $201.0 萬 | 1.4% | +25,885+80.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 13,638 | $200.6 萬 | 1.4% | +1,208+9.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,749 | $198.5 萬 | 1.3% | −4,267−38.7% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 9,914 | $191.3 萬 | 1.3% | +862+9.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,329 | $190.5 萬 | 1.3% | +160+5.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,024 | $186.2 萬 | 1.3% | +99+5.1% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 11,174 | $184.8 萬 | 1.3% | +1,257+12.7% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | ADR | 9,162 | $180.7 萬 | 1.2% | +716+8.5% | 加碼依 1 比 2 拆股換算 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 14,589 | $173.0 萬 | 1.2% | +30+0.2% | 加碼 | – |
| BXBlackstone Inc. | COM | 14,529 | $167.1 萬 | 1.1% | +5,678+64.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,650 | $166.4 萬 | 1.1% | +631+9.0% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 10,000 | $159.7 萬 | 1.1% | +876+9.6% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 26,804 | $157.6 萬 | 1.1% | +2,540+10.5% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 16,695 | $155.1 萬 | 1.1% | +1,592+10.5% | 加碼 | 歷史 |
| TOLToll Brothers, Inc. | COM | 11,213 | $153.0 萬 | 1.0% | +1,188+11.9% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 13,345 | $151.3 萬 | 1.0% | +229+1.7% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 4,794 | $150.6 萬 | 1.0% | +486+11.3% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 4,820 | $145.8 萬 | 1.0% | +2,011+71.6% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 16,590 | $143.8 萬 | 1.0% | +1,666+11.2% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,682 | $142.3 萬 | 1.0% | +288+20.7% | 加碼 | 歷史 |
| FLSFlowserve Corp | COM | 19,271 | $141.7 萬 | 1.0% | −3,761−16.3% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 6,644 | $138.2 萬 | 0.9% | +583+9.6% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 10,540 | $138.1 萬 | 0.9% | +1,035+10.9% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,432 | $137.7 萬 | 0.9% | +136+10.5% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 5,552 | $137.7 萬 | 0.9% | +456+8.9% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 12,489 | $136.1 萬 | 0.9% | −30−0.2% | 減碼 | – |
| BKRBaker Hughes Co | CL A | 20,758 | $126.7 萬 | 0.9% | −3,839−15.6% | 減碼 | 歷史 |
| TMToyota Motor Corp | ADS | 6,125 | $126.2 萬 | 0.9% | +2,159+54.4% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 12,775 | $125.7 萬 | 0.9% | +4,485+54.1% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 22,060 | $119.4 萬 | 0.8% | +1,864+9.2% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,531 | $119.3 萬 | 0.8% | +302+9.4% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 4,858 | $117.9 萬 | 0.8% | +461+10.5% | 加碼 | 歷史 |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 10,495 | $117.8 萬 | 0.8% | +1,092+11.6% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 1,604 | $116.9 萬 | 0.8% | +703+78.0% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 9,858 | $108.8 萬 | 0.7% | +48+0.5% | 加碼 | – |
| DRIDarden Restaurants Inc | COM | 5,509 | $108.0 萬 | 0.7% | +588+11.9% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 5,648 | $101.8 萬 | 0.7% | +733+14.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,743 | $98.8 萬 | 0.7% | +411+9.5% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 2,507 | $96.1 萬 | 0.7% | +116+4.9% | 加碼 | – |
| DKSDick's Sporting Goods, Inc. | Stock | 4,739 | $94.0 萬 | 0.6% | +458+10.7% | 加碼 | 歷史 |
| ETREntergy Corp | COM | 8,305 | $93.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 7,252 | $92.6 萬 | 0.6% | +678+10.3% | 加碼 | – |
| WMTWalmart Inc. | Stock | 7,400 | $92.0 萬 | 0.6% | +12+0.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,391 | $90.5 萬 | 0.6% | −40−2.8% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,727 | $88.2 萬 | 0.6% | +3,420+261.7% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,960 | $85.6 萬 | 0.6% | −156−7.4% | 減碼 | – |
| CCJCameco Corp | Stock | 7,763 | $84.3 萬 | 0.6% | −5,867−43.0% | 減碼 | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 9,592 | $81.0 萬 | 0.6% | +739+8.3% | 加碼 | – |
| BDXBecton Dickinson & Co | Stock | 5,095 | $80.1 萬 | 0.5% | +5,095 | 新進 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 16,366 | $79.8 萬 | 0.5% | −8,306−33.7% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,018 | $78.8 萬 | 0.5% | −427−9.6% | 減碼 | – |
| DALDelta Air Lines, Inc. | COM NEW | 11,699 | $77.8 萬 | 0.5% | +11,699 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 16,855 | $73.6 萬 | 0.5% | +1,404+9.1% | 加碼 | – |
| ALBAlbemarle Corp | Stock | 4,010 | $72.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V324 | S&P500 EQL IND | 12,223 | $70.4 萬 | 0.5% | +12,223 | 新進 | – |
| iShares Tr464288752 | US HOME CONS ETF | 7,240 | $65.6 萬 | 0.4% | +651+9.9% | 加碼 | – |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 10,020 | $65.3 萬 | 0.4% | +10,020 | 新進 | – |
| TSLATesla, Inc. | Stock | 1,706 | $63.4 萬 | 0.4% | +384+29.0% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,211 | $52.1 萬 | 0.4% | −134−10.0% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 743 | $44.4 萬 | 0.3% | +88+13.4% | 加碼 | – |
| BKNGBooking Holdings Inc. | Stock | 105 | $44.2 萬 | 0.3% | +105 | 新進 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 6,122 | $43.0 萬 | 0.3% | −139−2.2% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 9,104 | $41.6 萬 | 0.3% | +844+10.2% | 加碼 | – |
| PEGPublic Service Enterprise Group Inc | COM | 4,779 | $38.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,917 | $38.3 萬 | 0.3% | 00.0% | 不變 | – |
| NEUNewmarket Corp | COM | 561 | $36.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 1,021 | $35.9 萬 | 0.2% | −104−9.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 1,650 | $34.1 萬 | 0.2% | −197−10.7% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 669 | $32.1 萬 | 0.2% | −4−0.6% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 4,371 | $31.4 萬 | 0.2% | +758+21.0% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,305 | $30.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,137 | $29.5 萬 | 0.2% | +988+46.0% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 536 | $29.4 萬 | 0.2% | +536 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 9,503 | $27.5 萬 | 0.2% | +697+7.9% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 3,487 | $27.4 萬 | 0.2% | +434+14.2% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 828 | $27.2 萬 | 0.2% | −4−0.5% | 減碼 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 4,728 | $27.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 2,733 | $26.3 萬 | 0.2% | +493+22.0% | 加碼 | 歷史 |
| ESTAEstablishment Labs Holdings Inc. | COM | 4,598 | $26.1 萬 | 0.2% | +424+10.2% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 912 | $25.9 萬 | 0.2% | +912 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,058 | $25.9 萬 | 0.2% | −133−11.2% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 3,611 | $25.8 萬 | 0.2% | −6−0.2% | 減碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 2,768 | $25.7 萬 | 0.2% | −169−5.8% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 846 | $25.6 萬 | 0.2% | −110−11.5% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 8,218 | $25.1 萬 | 0.2% | −312−3.7% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 3,243 | $24.8 萬 | 0.2% | −601−15.6% | 減碼 | – |
| TRVTravelers Companies, Inc. | Stock | 840 | $24.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2025 年第 4 季之後清倉（12 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| JEFJefferies Financial Group Inc. | COM | 29,763 | $184.4 萬 | 1.3% | 歷史 |
| AITApplied Industrial Technologies Inc | COM | 5,578 | $143.2 萬 | 1.0% | 歷史 |
| SMGScotts Miracle-Gro Co | Stock | 14,913 | $87.0 萬 | 0.6% | 歷史 |
| NKENIKE, Inc. | Stock | 12,696 | $80.9 萬 | 0.6% | 歷史 |
| DUKDuke Energy CORP | Stock | 6,240 | $73.1 萬 | 0.5% | 歷史 |
| Global X FDS37954Y384 | CYBRSCURTY ETF | 21,781 | $66.3 萬 | 0.5% | – |
| KTBKontoor Brands, Inc. | Stock | 10,816 | $66.1 萬 | 0.5% | 歷史 |
| Global X Uranium ETF37954Y871 | ETF | 11,611 | $49.6 萬 | 0.4% | – |
| SHELShell plc | ADR | 3,830 | $28.1 萬 | 0.2% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,023 | $21.3 萬 | 0.2% | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 1,704 | $20.6 萬 | 0.1% | – |
| iShares Core MSCI Europe ETF46434V738 | ETF | 2,875 | $20.4 萬 | 0.1% | – |