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Bright Futures Wealth Management, LLC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Bright Futures Wealth Management, LLC.

报告期 2026-03-31 · CIK 0001803980

持仓数

188

前50大市值合计

$92.7M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

CLOI VANECK ETF TRUST

CLO ETF

$4.2M

78,831

4.5%

PMAR INNOVATOR ETFS TRUST

US EQTY PWR BUF

$4.0M

89,642

4.3%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$3.9M

8,215

4.2%

TBIL RBB FD INC

F/M US TREASURY

$3.6M

71,253

3.8%

AAPL APPLE INC

COM

$3.4M

13,421

3.7%

AVDV AMERICAN CENTY ETF TR

INTL SMCP VLU

$3.3M

32,559

3.5%

IFEB INNOVATOR ETFS TRUST

INTL DEVELOPED P

$3.2M

106,687

3.4%

SHY ISHARES TR

1 3 YR TREAS BD

$2.8M

33,339

3.0%

AVGO BROADCOM INC

COM

$2.5M

7,971

2.7%

FLOT ISHARES TR

FLTG RATE NT ETF

$2.4M

47,458

2.6%

BSJR INVESCO EXCH TRD SLF IDX FD

BULETSHS 2027

$2.4M

107,738

2.6%

MGK VANGUARD WORLD FD

MEGA GRWTH IND

$2.4M

6,444

2.6%

KBWP INVESCO EXCH TRADED FD TR II

KBW PPTY CASUT

$2.3M

19,113

2.5%

SMH VANECK ETF TRUST

SEMICONDUCTR ETF

$2.2M

5,703

2.4%

AMZN AMAZON COM INC

COM

$2.1M

9,967

2.2%

NVDA NVIDIA CORPORATION

COM

$2.1M

11,847

2.2%

AGNG GLOBAL X FDS

AGING POPULATION

$1.9M

53,928

2.1%

CSHI NEOS ETF TRUST

NEOS ENH INC 1-3

$1.9M

37,422

2.0%

EUAD SPINNAKER ETF SERIES

SELECT STOXX EUR

$1.8M

44,158

1.9%

WMT WALMART INC

COM

$1.8M

14,127

1.9%

BILS SPDR SERIES TRUST

STATE STREET SPD

$1.7M

17,027

1.8%

DUK DUKE ENERGY CORP NEW

COM NEW

$1.6M

12,496

1.8%

GRID FIRST TR EXCHANGE-TRADED FD

NASDQ CLN EDGE

$1.6M

9,877

1.7%

MOO VANECK ETF TRUST

AGRIBUSINESS ETF

$1.6M

18,529

1.7%

MRK MERCK & CO INC

COM

$1.5M

12,581

1.6%

JAAA JANUS DETROIT STR TR

HENDRSON AAA CL

$1.5M

29,789

1.6%

ACII INNOVATOR ETFS TRUST

INDEX AUTOCALLAB

$1.5M

59,554

1.6%

EUFN ISHARES TR

MSCI EURO FL ETF

$1.4M

41,482

1.6%

GD GENERAL DYNAMICS CORP

COM

$1.4M

4,184

1.5%

POWR ISHARES INC

US POWER INFRAST

$1.4M

53,525

1.5%

LJUL INNOVATOR ETFS TRUST

PREMIUM INC 15 B

$1.4M

56,969

1.5%

XME SPDR SERIES TRUST

STATE STREET SPD

$1.3M

12,372

1.4%

XLV SELECT SECTOR SPDR TR

STATE STREET HEA

$1.3M

9,112

1.4%

LRN STRIDE INC

COM

$1.3M

14,946

1.4%

KOF COCA-COLA FEMSA SAB DE CV

SPONS ADS REP

$1.3M

13,250

1.4%

IJH ISHARES TR

CORE S&P MCP ETF

$1.3M

19,124

1.4%

CRS CARPENTER TECHNOLOGY CORP

COM

$1.3M

3,237

1.4%

XLU SELECT SECTOR SPDR TR

STATE STREET UTI

$1.2M

26,561

1.3%

SFLR INNOVATOR ETFS TRUST

QUITY MANAGD FLR

$1.2M

33,460

1.3%

RINF PROSHARES TR

INFLATN EXPECTNS

$1.2M

36,637

1.3%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$1.1M

34,033

1.2%

IJR ISHARES TR

CORE S&P SCP ETF

$1.1M

9,124

1.2%

IDVO AMPLIFY ETF TR

CWP INTL ENHANCE

$1.1M

27,427

1.2%

SCHO SCHWAB STRATEGIC TR

SHT TM US TRES

$1.1M

45,434

1.2%

MTB M & T BK CORP

COM

$1.1M

5,334

1.2%

ENS ENERSYS

COM

$1.1M

6,185

1.2%

IOO ISHARES TR

GLOBAL 100 ETF

$1.0M

8,677

1.1%

MSFT MICROSOFT CORP

COM

$1.0M

2,810

1.1%

INFL LISTED FDS TR

HORIZON KINETICS

$1.0M

19,768

1.1%

JPM JPMORGAN CHASE & CO

COM

$1.0M

3,421

1.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

24%前 6 大占比

CLOI4.5%PMAR4.3%BRK/B4.2%TBIL3.8%AAPL3.7%AVDV3.5%