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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 29
增持 60
减持 47
清仓 14
方向
标的
Δ市值
现股数(环比)
清仓
ROBO
EXCHANGE TRADED CONCEPTS TRU
-$2.7M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$2.5M
29,955
+91%
建仓
OCTW
AIM ETF PRODUCTS TRUST
+$2.3M
64,416
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。
清仓
—
ASML HOLDING N V
-$1.8M
0
-100%
建仓
QMAG
FIRST TR EXCHNG TRADED FD VI
+$1.5M
71,364
清仓
QDEC
FIRST TR EXCHNG TRADED FD VI
-$1.3M
0
-100%
建仓
TOTL
SSGA ACTIVE ETF TR
+$1.3M
32,351
减持
TLT
ISHARES TR
-$1.2M
29,397
-26%
建仓
SAUG
FIRST TR EXCHNG TRADED FD VI
+$1.1M
47,335
增持
AAPL
APPLE INC
+$1.1M
42,734
+8%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.1M
36,652
建仓
SGOL
ETFS GOLD TR
+$1.0M
38,610
建仓
TMUS
T-MOBILE US INC
+$916.7K
4,115
清仓
PPA
INVESCO EXCHANGE TRADED FD T
-$909.1K
0
-100%
清仓
ICOP
ISHARES TR
-$907.1K
0
-100%
建仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$896.5K
32,516
清仓
IAPR
INNOVATOR ETFS TRUST
-$852.4K
0
-100%
增持
AVGO
BROADCOM INC
+$850.9K
18,446
+10%
减持
NVO
NOVO-NORDISK A S
-$806.5K
10,488
-33%
减持
AMZN
AMAZON COM INC
+$799.8K
36,369
-2%
建仓
PPH
VANECK ETF TRUST
+$777.7K
8,462
增持
BIL
SPDR SER TR
+$750.9K
21,049
+63%
建仓
ISEP
INNOVATOR ETFS TRUST
+$738.9K
26,299
增持
SPY
SPDR S&P 500 ETF TR
+$631.9K
2,260
+77%
增持
XLP
SELECT SECTOR SPDR TR
+$597.2K
13,027
+130%
增持
LVHI
LEGG MASON ETF INVT
+$596.7K
48,450
+59%
建仓
—
EATON CORP PLC
+$550.6K
1,606
清仓
ACMR
ACM RESH INC
-$531.1K
0
-100%
清仓
PEY
INVESCO EXCHANGE TRADED FD T
-$493.3K
0
-100%
清仓
AVNW
AVIAT NETWORKS INC
-$484.1K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$473.6K
22,695
+32%
建仓
PATK
PATRICK INDS INC
+$465.9K
3,477
增持
RWR
SPDR SER TR
+$439.8K
10,104
+61%
增持
ETR
ENTERGY CORP NEW
+$427.1K
10,658
+28%
减持
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$415.3K
2,791
-57%
增持
LLY
ELI LILLY & CO
+$414.9K
1,569
+38%
增持
JAAA
JANUS DETROIT STR TR
+$401.6K
29,738
+35%
增持
IEF
ISHARES TR
+$370.8K
51,283
+12%
建仓
ZJUL
INNOVATOR ETFS TRUST
+$369.7K
13,770
建仓
—
TOTALENERGIES SE
+$368.0K
5,789
增持
KHC
KRAFT HEINZ CO
+$365.3K
38,034
+49%
减持
FDVV
FIDELITY COVINGTON TRUST
-$347.9K
47,369
-18%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$336.2K
13,591
-12%
建仓
—
TE CONNECTIVITY PLC
+$331.0K
2,180
增持
IEI
ISHARES TR
+$328.7K
37,335
+10%
增持
ITB
ISHARES TR
+$327.5K
13,881
+23%
清仓
—
TE CONNECTIVITY LTD
-$326.3K
0
-100%
清仓
TLTW
ISHARES TR
-$322.6K
0
-100%
减持
CSCO
CISCO SYS INC
+$322.4K
39,391
-2%
增持
KOF
COCA-COLA FEMSA SAB DE CV
+$320.5K
13,215
+44%
建仓
AOM
ISHARES TR
+$316.4K
7,167
增持
XLU
SELECT SECTOR SPDR TR
+$312.0K
14,643
+28%
建仓
VOO
VANGUARD INDEX FDS
+$308.7K
579
建仓
BOCT
INNOVATOR ETFS TRUST
+$292.0K
6,833
增持
TSPA
T ROWE PRICE ETF INC
+$274.5K
31,710
+20%
减持
KRE
SPDR SER TR
-$274.1K
75,888
-15%
建仓
PANW
PALO ALTO NETWORKS INC
+$272.5K
758
减持
MGK
VANGUARD WORLD FD
+$268.9K
8,847
-1%
增持
SHEL
SHELL PLC
+$264.9K
16,461
+45%
减持
GCOW
PACER FDS TR
-$254.8K
10,017
-43%
增持
DLR
DIGITAL RLTY TR INC
+$249.5K
7,187
+2%
清仓
—
ATLANTICA SUSTAINABLE INFR P
-$248.8K
0
-100%
增持
TXT
TEXTRON INC
+$240.5K
9,862
+51%
增持
FLR
FLUOR CORP NEW
+$240.1K
9,061
+79%
建仓
NXST
NEXSTAR MEDIA GROUP INC
+$238.2K
1,335
建仓
SKYY
FIRST TR EXCHANGE TRADED FD
+$235.5K
2,200
增持
WM
WASTE MGMT INC DEL
+$233.7K
3,701
+37%
建仓
IWM
ISHARES TR
+$228.4K
1,032
清仓
RWJ
INVESCO EXCH TRADED FD TR II
-$226.8K
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$223.4K
426
增持
O
REALTY INCOME CORP
+$217.5K
14,308
+31%
建仓
GLW
CORNING INC
+$214.9K
4,473
建仓
JAJL
INNOVATOR ETFS TRUST
+$214.0K
7,984
增持
SOXQ
INVESCO EXCH TRADED FD TR II
+$212.9K
23,022
+16%
建仓
WFC
WELLS FARGO CO NEW
+$212.1K
3,243
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$211.2K
8,457
+29%
增持
BAC
BANK AMERICA CORP
+$210.1K
34,794
+4%
减持
MRK
MERCK & CO INC
-$205.1K
11,373
-6%
建仓
TFC
TRUIST FINL CORP
+$202.0K
4,665
建仓
EFIV
SPDR SER TR
+$200.4K
3,558
增持
DELL
DELL TECHNOLOGIES INC
+$178.4K
3,399
+33%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$178.1K
20,617
+51%
减持
CNA
CNA FINL CORP
-$177.8K
5,820
-38%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$177.2K
11,668
-0%
增持
CAT
CATERPILLAR INC
+$174.8K
2,313
+6%
减持
WAL
WESTERN ALLIANCE BANCORP
+$169.2K
15,034
-0%
增持
T
AT&T INC
+$166.8K
17,236
+57%
减持
AMGN
AMGEN INC
-$166.3K
3,126
-9%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$162.1K
7,970
+67%
减持
URI
UNITED RENTALS INC
-$153.4K
1,806
-25%
增持
LOW
LOWES COS INC
+$152.2K
2,741
+17%
增持
NLR
VANECK ETF TRUST
+$149.7K
5,985
+8%
增持
MLPX
GLOBAL X FDS
+$146.0K
14,065
+11%
增持
COPX
GLOBAL X FDS
+$144.5K
25,674
+6%
增持
—
EVEREST GROUP LTD
+$144.3K
6,766
+2%
增持
WMT
WALMART INC
+$135.6K
10,306
+0%
增持
FPE
FIRST TR EXCH TRADED FD III
+$126.9K
109,406
+5%
建仓
NIO
NIO INC
+$125.7K
23,492
减持
BX
BLACKSTONE INC
+$122.8K
3,537
-3%
清仓
—
PIMCO NEW YORK MUN INCOME FD
-$121.4K
0
-100%
减持
BXMT
BLACKSTONE MTG TR INC
+$117.9K
154,854
-3%
增持
CGBD
CARLYLE SECURED LENDING INC
+$116.7K
62,066
+11%
减持
LRN
STRIDE INC
+$113.1K
14,690
-15%
增持
ABBV
ABBVIE INC
+$112.4K
3,951
+9%
减持
F
FORD MTR CO
-$110.4K
126,756
-12%
减持
AVDV
AMERICAN CENTY ETF TR
+$110.3K
49,808
-0%
减持
META
META PLATFORMS INC
+$108.2K
1,415
-5%
减持
SBRA
SABRA HEALTH CARE REIT INC
+$105.7K
35,076
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$102.5K
3,638
+1%
减持
CRM
SALESFORCE INC
+$101.4K
2,530
-5%
减持
ACRE
ARES COML REAL ESTATE CORP
-$99.2K
91,995
-2%
减持
MCK
MCKESSON CORP
-$96.7K
695
-1%
增持
IGV
ISHARES TR
+$95.9K
4,233
+13%
增持
XLV
SELECT SECTOR SPDR TR
+$94.1K
9,366
+9%
减持
DAL
DELTA AIR LINES INC DEL
+$90.3K
12,405
-22%
减持
MSFT
MICROSOFT CORP
+$90.3K
6,066
-2%
增持
COWZ
PACER FDS TR
+$89.7K
22,989
+4%
增持
MOAT
VANECK ETF TRUST
+$89.5K
9,645
+4%
增持
SO
SOUTHERN CO
+$85.5K
3,296
+40%
减持
OKE
ONEOK INC NEW
+$84.7K
5,377
-0%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$81.4K
19,177
-4%
减持
MTB
M & T BK CORP
+$78.3K
12,808
-15%
减持
AMD
ADVANCED MICRO DEVICES INC
-$78.1K
4,053
-21%
增持
IJUN
INNOVATOR ETFS TRUST
+$73.3K
11,098
+33%
减持
ICLN
ISHARES TR
-$72.4K
31,111
-10%
减持
FV
FIRST TR EXCHANGE-TRADED FD
+$71.7K
15,207
-2%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$69.2K
7,990
+18%
减持
RITM
RITHM CAPITAL CORP
-$66.6K
12,319
-31%
增持
SGOV
ISHARES TR
+$63.3K
6,393
+11%
减持
MISL
FIRST TR EXCHANGE TRADED FD
+$60.1K
31,016
-3%
减持
IJH
ISHARES TR
+$59.6K
17,749
-1%
增持
SHY
ISHARES TR
+$59.4K
32,677
+3%
减持
MET
METLIFE INC
+$58.8K
5,473
-3%
增持
RTH
VANECK ETF TRUST
+$58.4K
2,281
+6%
增持
IUSG
ISHARES TR
+$56.1K
3,990
+0%
减持
BNY
BANK NEW YORK MELLON CORP
+$56.1K
4,425
-0%
减持
IHDG
WISDOMTREE TR
-$55.3K
20,435
-8%
减持
KMI
KINDER MORGAN INC DEL
+$55.0K
13,514
-0%
减持
BOND
PIMCO ETF TR
-$54.6K
8,638
-5%
减持
XMVM
INVESCO EXCHANGE TRADED FD T
+$54.6K
18,825
-1%
增持
C
CITIGROUP INC
+$54.0K
6,369
+5%
减持
GOOGL
ALPHABET INC
+$52.2K
12,956
-2%
增持
QQQ
INVESCO QQQ TR
+$49.5K
916
+1%
减持
OHI
OMEGA HEALTHCARE INVS INC
+$49.3K
14,176
-2%
增持
—
LXP INDUSTRIAL TRUST
+$48.4K
6,252
+6%
减持
NEE
NEXTERA ENERGY INC
-$47.2K
17,376
-3%
增持
SDOG
ALPS ETF TR
+$46.0K
8,618
+5%
增持
FID
FIRST TR EXCHANGE-TRADED FD
+$46.0K
16,631
+12%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$44.1K
5,235
+11%
减持
GD
GENERAL DYNAMICS CORP
+$43.1K
4,848
-0%
