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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
$92.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q1
24Q4
24Q3
24Q2
24Q1
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 11
增持 83
减持 47
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
CWB
SPDR SER TR
-$2.2M
3,096
-91%
增持
AMZN
AMAZON COM INC
-$1.1M
36,984
+0%
建仓
KHC
KRAFT HEINZ CO
+$917.6K
25,447
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
TSPA
T ROWE PRICE ETF INC
+$883.8K
26,407
增持
KRE
SPDR SER TR
+$763.9K
89,411
+5%
清仓
ALB
ALBEMARLE CORP
-$713.7K
0
-100%
减持
MOAT
VANECK ETF TRUST
-$670.8K
9,308
-46%
建仓
O
REALTY INCOME CORP
+$647.8K
10,921
建仓
RWR
SPDR SER TR
+$624.2K
6,278
减持
GOOG
ALPHABET INC
-$559.6K
19,586
-5%
增持
CALF
PACER FDS TR
+$538.5K
79,706
+12%
清仓
NOW
SERVICENOW INC
-$522.5K
0
-100%
增持
FDVV
FIDELITY COVINGTON TRUST
+$452.3K
57,737
+17%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$439.3K
19,995
-20%
增持
IEF
ISHARES TR
+$404.8K
45,854
+6%
增持
—
ASML HOLDING N V
-$377.2K
2,181
+5%
减持
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$347.7K
6,543
-27%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$335.5K
15,394
-0%
增持
ITB
ISHARES TR
+$319.7K
11,278
+15%
增持
MTB
M & T BK CORP
+$315.8K
15,109
+4%
增持
IEI
ISHARES TR
+$308.9K
33,870
+5%
增持
AAPL
APPLE INC
+$293.6K
39,672
+1%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$289.3K
6,539
+85%
减持
MSFT
MICROSOFT CORP
-$284.6K
6,202
-0%
增持
XLU
SELECT SECTOR SPDR TR
+$275.5K
11,400
+38%
建仓
DELL
DELL TECHNOLOGIES INC
+$261.5K
2,556
减持
FIW
FIRST TR EXCHANGE-TRADED FD
-$257.5K
2,149
-55%
增持
BXMT
BLACKSTONE MTG TR INC
+$249.6K
159,022
+13%
增持
GOOGL
ALPHABET INC
-$246.9K
13,250
+0%
增持
NVDA
NVIDIA CORPORATION
-$246.6K
15,681
+1%
减持
BIL
SPDR SER TR
-$244.7K
12,911
-17%
增持
F
FORD MTR CO DEL
-$237.8K
143,324
+5%
清仓
XHB
SPDR SER TR
-$237.7K
0
-100%
减持
SOXQ
INVESCO EXCH TRADED FD TR II
-$234.3K
19,903
-11%
清仓
ABNB
AIRBNB INC
-$226.4K
0
-100%
清仓
—
BROOKFIELD RENEWABLE CORP
-$223.8K
0
-100%
建仓
VTI
VANGUARD INDEX FDS
+$214.6K
816
增持
NVO
NOVO-NORDISK A S
-$214.6K
15,642
+2%
增持
ETR
ENTERGY CORP NEW
+$214.4K
8,322
+12%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$210.4K
0
-100%
清仓
SKYY
FIRST TR EXCHANGE TRADED FD
-$209.4K
0
-100%
建仓
SO
SOUTHERN CO
+$209.0K
2,360
清仓
ICOW
PACER FDS TR
-$208.2K
0
-100%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$207.9K
4,263
减持
MARM
FIRST TR EXCHNG TRADED FD VI
-$207.4K
29,045
-19%
增持
KOF
COCA-COLA FEMSA SAB DE CV
+$207.4K
9,159
+31%
建仓
IJUN
INNOVATOR ETFS TRUST
+$206.1K
8,338
清仓
—
LAM RESEARCH CORP
-$203.5K
0
-100%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$200.5K
505
建仓
CHMG
CHEMUNG FINL CORP
+$200.3K
4,310
增持
NEE
NEXTERA ENERGY INC
+$189.3K
17,948
+7%
增持
WAL
WESTERN ALLIANCE BANCORP
+$189.0K
15,041
+1%
增持
MGK
VANGUARD WORLD FD
-$187.7K
8,953
+0%
减持
MRK
MERCK & CO INC
-$182.8K
12,130
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$178.0K
11,705
-2%
减持
IAPR
INNOVATOR ETFS TRUST
-$177.1K
31,759
-17%
增持
CRM
SALESFORCE INC
+$162.2K
2,658
+38%
增持
SHY
ISHARES TR
+$151.9K
31,829
+5%
增持
AVDV
AMERICAN CENTY ETF TR
+$148.7K
50,044
+5%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$146.1K
6,779
-28%
减持
AMD
ADVANCED MICRO DEVICES INC
-$146.0K
5,135
-1%
增持
ACRE
ARES COML REAL ESTATE CORP
+$130.8K
93,962
+11%
增持
PSI
INVESCO EXCHANGE TRADED FD T
-$120.9K
12,071
+3%
增持
ACMR
ACM RESH INC
-$115.6K
33,956
+17%
增持
BJUL
INNOVATOR ETFS TRUST
+$114.7K
8,114
+54%
减持
V
VISA INC
-$111.7K
1,645
-20%
增持
LRN
STRIDE INC
+$107.1K
17,317
+3%
增持
REM
ISHARES TR
+$105.2K
13,438
+44%
减持
URI
UNITED RENTALS INC
+$104.9K
2,413
-1%
增持
NLR
VANECK ETF TRUST
+$91.7K
5,546
+45%
增持
AMGN
AMGEN INC
+$90.4K
3,451
+2%
减持
UNH
UNITEDHEALTH GROUP INC
+$88.4K
991
-3%
增持
COPX
GLOBAL X FDS
-$87.8K
24,228
+1%
增持
GD
GENERAL DYNAMICS CORP
+$86.0K
4,850
+6%
减持
TLT
ISHARES TR
-$85.7K
39,754
-7%
增持
CSCO
CISCO SYS INC
+$83.1K
40,019
+6%
增持
XLV
SELECT SECTOR SPDR TR
+$81.6K
8,572
+3%
增持
JNJ
JOHNSON & JOHNSON
+$75.9K
3,389
+3%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$75.0K
15,537
-1%
减持
GRID
FIRST TR EXCHANGE TRADED FD
-$72.0K
22,479
-0%
减持
IWF
ISHARES TR
-$71.7K
1,068
-11%
增持
FPE
FIRST TR EXCH TRADED FD III
+$71.4K
104,663
+3%
增持
AVNW
AVIAT NETWORKS INC
+$67.4K
17,022
+16%
减持
ABBV
ABBVIE INC
+$66.6K
3,612
-1%
增持
XLP
SELECT SECTOR SPDR TR
+$66.4K
5,660
+14%
增持
SHEL
SHELL PLC
+$66.2K
11,364
+8%
增持
ICOP
ISHARES TR
-$64.9K
32,856
+1%
增持
COWZ
PACER FDS TR
+$64.9K
22,121
+4%
减持
PML
PIMCO MUN INCOME FD II
-$64.2K
16,798
-32%
增持
TXT
TEXTRON INC
+$58.0K
6,521
+10%
减持
IUSG
ISHARES TR
-$57.3K
3,988
-5%
增持
ROBO
EXCHANGE TRADED CONCEPTS TRU
+$57.0K
51,064
+8%
减持
—
CLEARWAY ENERGY INC
+$56.4K
36,764
-1%
减持
OHI
OMEGA HEALTHCARE INVS INC
+$54.4K
14,470
-2%
增持
LOW
LOWES COS INC
+$49.5K
2,347
+0%
增持
—
EXXON MOBIL CORP
+$47.0K
6,946
+4%
增持
MLPX
GLOBAL X FDS
+$45.6K
12,639
+6%
增持
LLY
ELI LILLY & CO
-$44.2K
1,136
+8%
增持
QCOM
QUALCOMM INC
-$44.2K
1,526
+4%
减持
IVV
ISHARES TR
-$43.9K
642
-9%
增持
ALL
ALLSTATE CORP
+$42.0K
2,393
+0%
增持
JAAA
JANUS DETROIT STR TR
+$40.3K
21,991
+4%
增持
PLD
PROLOGIS INC.
+$39.3K
2,930
+1%
减持
UAPR
INNOVATOR ETFS TRUST
-$37.5K
19,107
-5%
增持
TSLA
TESLA INC
+$36.7K
2,352
+3%
减持
SGOV
ISHARES TR
-$35.1K
5,783
-5%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$34.2K
8,635
+2%
减持
SBRA
SABRA HEALTH CARE REIT INC
+$33.1K
35,370
-2%
减持
—
ATLANTICA SUSTAINABLE INFR P
-$32.2K
11,232
-12%
减持
SHYG
ISHARES TR
-$31.7K
7,799
-9%
增持
—
EVEREST GROUP LTD
+$30.9K
6,665
+6%
增持
TJUL
INNOVATOR ETFS TRUST
+$30.1K
14,395
+8%
增持
WMT
WALMART INC
+$29.2K
10,271
+3%
增持
KMI
KINDER MORGAN INC DEL
+$28.9K
13,570
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$27.9K
1,168
+1%
减持
SJNK
SPDR SER TR
-$26.7K
11,583
-9%
增持
AVGO
BROADCOM INC
-$26.5K
16,739
+991%
减持
DOW
DOW INC
-$26.5K
16,347
-1%
增持
CGBD
CARLYLE SECURED LENDING INC
-$25.2K
56,079
+5%
减持
PFE
PFIZER INC
+$25.0K
11,372
-2%
增持
QQQ
INVESCO QQQ TR
-$24.9K
903
+1%
增持
IJH
ISHARES TR
+$24.7K
17,883
+1%
减持
SQ
BLOCK INC
-$24.6K
4,758
-3%
增持
BOND
PIMCO ETF TR
+$24.3K
9,046
+0%
减持
ICLN
ISHARES TR
-$24.3K
34,449
-6%
增持
LVHI
LEGG MASON ETF INVT
+$24.1K
30,548
+3%
增持
IHDG
WISDOMTREE TR
+$23.0K
22,134
+8%
减持
MET
METLIFE INC
-$22.9K
5,619
-5%
减持
WM
WASTE MGMT INC DEL
-$22.4K
2,702
-2%
减持
XMVM
INVESCO EXCHANGE TRADED FD T
-$22.3K
19,044
-6%
增持
DLR
DIGITAL RLTY TR INC
+$21.7K
7,026
+1%
减持
MISL
FIRST TR EXCHANGE TRADED FD
+$20.8K
31,896
-2%
增持
ARKK
ARK ETF TR
-$20.7K
8,844
+1%
增持
CMCSA
COMCAST CORP NEW
+$20.0K
11,116
+0%
增持
KO
COCA COLA CO
+$19.7K
3,590
+0%
增持
BNY
BANK NEW YORK MELLON CORP
+$18.3K
4,435
+1%
减持
C
CITIGROUP INC
-$17.1K
6,073
-0%
增持
QDEC
FIRST TR EXCHNG TRADED FD VI
-$16.8K
51,673
+2%
减持
FITB
FIFTH THIRD BANCORP
+$15.1K
9,165
-5%
增持
—
PIMCO NEW YORK MUN INCOME FD
+$14.5K
20,161
+12%
增持
SPY
SPDR S&P 500 ETF TR
-$13.9K
1,274
+0%
减持
OKE
ONEOK INC NEW
-$13.7K
5,393
-2%
增持
SCHO
SCHWAB STRATEGIC TR
+$13.5K
18,489
+0%
增持
HD
HOME DEPOT INC
+$10.4K
674
+0%
增持
BAC
BANK AMERICA CORP
-$10.4K
33,582
+4%
增持
DIS
DISNEY WALT CO
+$10.1K
18,013
+15%
增持
META
META PLATFORMS INC
-$9.5K
1,494
+5%
增持
ADBE
ADOBE INC
-$8.9K
592
+1%
减持
RITM
RITHM CAPITAL CORP
-$8.9K
17,858
-7%
增持
XLE
SELECT SECTOR SPDR TR
-$8.9K
17,245
+2%
