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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 18
增持 3
减持 31
清仓 98
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$6.9M
12,135
-72%
清仓
IEF
ISHARES TR
-$4.8M
0
-100%
减持
AMZN
AMAZON COM INC
-$3.8M
13,465
-63%
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
HELO
J P MORGAN EXCHANGE TRADED F
+$3.2M
51,079
建仓
FLTR
VANECK ETF TRUST
+$3.1M
121,648
建仓
BSJR
INVESCO EXCH TRD SLF IDX FD
+$2.9M
129,765
清仓
TLT
ISHARES TR
-$2.7M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$2.5M
13,736
-54%
清仓
FDVV
FIDELITY COVINGTON TRUST
-$2.4M
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$2.4M
1,401
-90%
增持
IWM
ISHARES TR
+$2.3M
11,038
+970%
清仓
OCTW
AIM ETF PRODUCTS TRUST
-$2.3M
0
-100%
建仓
NVBU
AIM ETF PRODUCTS TRUST
+$2.1M
81,011
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$2.0M
1,558
-87%
清仓
XLE
SELECT SECTOR SPDR TR
-$2.0M
0
-100%
清仓
BIL
SPDR SER TR
-$1.9M
0
-100%
建仓
UDEC
INNOVATOR ETFS TRUST
+$1.9M
53,613
减持
GOOGL
ALPHABET INC
-$1.7M
2,873
-78%
减持
CSCO
CISCO SYS INC
-$1.6M
10,605
-73%
清仓
TDIV
FIRST TR EXCHANGE-TRADED FD
-$1.5M
0
-100%
清仓
LVHI
LEGG MASON ETF INVT
-$1.5M
0
-100%
清仓
BAC
BANK AMERICA CORP
-$1.5M
0
-100%
清仓
QMAG
FIRST TR EXCHNG TRADED FD VI
-$1.5M
0
-100%
清仓
ETR
ENTERGY CORP NEW
-$1.4M
0
-100%
减持
AVGO
BROADCOM INC
-$1.4M
8,864
-52%
减持
MSFT
MICROSOFT CORP
-$1.4M
2,730
-55%
清仓
XLV
SELECT SECTOR SPDR TR
-$1.4M
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$1.4M
0
-100%
减持
GRID
FIRST TR EXCHANGE TRADED FD
-$1.4M
9,847
-52%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.3M
27,590
+427%
清仓
DLR
DIGITAL RLTY TR INC
-$1.3M
0
-100%
减持
JAAA
JANUS DETROIT STR TR
-$1.3M
4,047
-86%
清仓
TOTL
SSGA ACTIVE ETF TR
-$1.3M
0
-100%
清仓
WAL
WESTERN ALLIANCE BANCORP
-$1.3M
0
-100%
建仓
—
NEXTERA ENERGY INC
+$1.2M
26,430
清仓
TSPA
T ROWE PRICE ETF INC
-$1.2M
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$1.2M
0
-100%
建仓
NICE
NICE LTD
+$1.1M
6,867
清仓
SAUG
FIRST TR EXCHNG TRADED FD VI
-$1.1M
0
-100%
减持
GOOG
ALPHABET INC
-$1.1M
11,287
-40%
减持
LLY
ELI LILLY & CO
-$1.1M
301
-81%
减持
FPE
FIRST TR EXCH TRADED FD III
-$1.1M
49,647
-55%
清仓
SHEL
SHELL PLC
-$1.1M
0
-100%
清仓
XMVM
INVESCO EXCHANGE TRADED FD T
-$1.1M
0
-100%
清仓
RWR
SPDR SER TR
-$1.1M
0
-100%
清仓
XLP
SELECT SECTOR SPDR TR
-$1.0M
0
-100%
减持
URI
UNITED RENTALS INC
-$1.0M
562
-69%
清仓
SGOL
ETFS GOLD TR
-$1.0M
0
-100%
减持
—
EVEREST GROUP LTD
-$997.2K
4,478
-34%
清仓
AMGN
AMGEN INC
-$986.2K
0
-100%
清仓
—
CLEARWAY ENERGY INC
-$957.0K
0
-100%
清仓
MOAT
VANECK ETF TRUST
-$922.0K
0
-100%
建仓
ZTS
ZOETIS INC
+$916.4K
5,383
清仓
IHDG
WISDOMTREE TR
-$907.7K
0
-100%
清仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$896.5K
0
-100%
减持
KRE
SPDR SER TR
-$892.2K
57,328
-24%
清仓
FV
FIRST TR EXCHANGE-TRADED FD
-$890.4K
0
-100%
清仓
CAT
CATERPILLAR INC
-$877.1K
0
-100%
清仓
O
REALTY INCOME CORP
-$865.3K
0
-100%
减持
IEI
ISHARES TR
-$853.8K
30,212
-19%
清仓
DOW
DOW INC
-$847.1K
0
-100%
清仓
XMHQ
INVESCO EXCHANGE TRADED FD T
-$845.9K
0
-100%
清仓
MARM
FIRST TR EXCHNG TRADED FD VI
-$838.5K
0
-100%
清仓
MLPX
GLOBAL X FDS
-$800.6K
0
-100%
清仓
ABBV
ABBVIE INC
-$796.2K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$795.0K
0
-100%
清仓
PPH
VANECK ETF TRUST
-$777.7K
0
-100%
清仓
CRM
SALESFORCE INC
-$749.9K
0
-100%
清仓
ISEP
INNOVATOR ETFS TRUST
-$738.9K
0
-100%
清仓
DAL
DELTA AIR LINES INC DEL
-$725.2K
0
-100%
建仓
FLOT
ISHARES TR
+$720.5K
14,117
增持
—
EATON CORP PLC
+$719.8K
4,000
+149%
清仓
LOW
LOWES COS INC
-$716.4K
0
-100%
清仓
SGOV
ISHARES TR
-$643.6K
0
-100%
减持
MRK
MERCK & CO INC
-$636.8K
5,652
-50%
建仓
GSY
INVESCO ACTIVELY MANAGED EXC
+$628.6K
12,548
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$627.7K
0
-100%
清仓
PSI
INVESCO EXCHANGE TRADED FD T
-$624.5K
0
-100%
清仓
DIVO
AMPLIFY ETF TR
-$622.3K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$602.3K
0
-100%
减持
GD
GENERAL DYNAMICS CORP
-$599.1K
3,428
-29%
清仓
UNH
UNITEDHEALTH GROUP INC
-$554.1K
0
-100%
清仓
NLR
VANECK ETF TRUST
-$550.9K
0
-100%
减持
DIS
DISNEY WALT CO
-$544.2K
9,769
-44%
清仓
LQD
ISHARES TR
-$529.9K
0
-100%
清仓
OKE
ONEOK INC NEW
-$517.1K
0
-100%
减持
SBRA
SABRA HEALTH CARE REIT INC
-$515.8K
10,314
-71%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$513.0K
0
-100%
减持
META
META PLATFORMS INC
-$504.5K
492
-65%
清仓
SDOG
ALPS ETF TR
-$503.8K
0
-100%
清仓
VRP
INVESCO EXCH TRADED FD TR II
-$503.5K
0
-100%
清仓
SPYD
SPDR SER TR
-$485.9K
0
-100%
清仓
FLR
FLUOR CORP NEW
-$481.1K
0
-100%
建仓
BND
VANGUARD BD INDEX FDS
+$476.2K
6,583
清仓
QQQ
INVESCO QQQ TR
-$454.7K
0
-100%
清仓
V
VISA INC
-$449.8K
0
-100%
建仓
SMH
VANECK ETF TRUST
+$442.9K
1,849
建仓
SCHG
SCHWAB STRATEGIC TR
+$441.2K
15,498
清仓
DELL
DELL TECHNOLOGIES INC
-$439.8K
0
-100%
减持
MTB
M & T BK CORP
-$412.1K
10,573
-17%
清仓
C
CITIGROUP INC
-$410.8K
0
-100%
清仓
JMST
J P MORGAN EXCHANGE TRADED F
-$405.0K
0
-100%
减持
NVO
NOVO-NORDISK A S
-$401.6K
9,355
-11%
清仓
IGV
ISHARES TR
-$396.5K
0
-100%
建仓
SEIE
SEI EXCHANGE TRADED FUNDS
+$394.7K
15,754
清仓
ARKK
ARK ETF TR
-$383.5K
0
-100%
清仓
T
AT&T INC
-$379.5K
0
-100%
清仓
—
TOTALENERGIES SE
-$368.0K
0
-100%
清仓
AIQ
GLOBAL X FDS
-$367.2K
0
-100%
清仓
TCAF
T ROWE PRICE ETF INC
-$360.8K
0
-100%
清仓
BJUL
INNOVATOR ETFS TRUST
-$357.0K
0
-100%
清仓
GCOW
PACER FDS TR
-$353.1K
0
-100%
清仓
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$350.7K
0
-100%
减持
LRN
STRIDE INC
-$349.6K
8,073
-45%
清仓
MCK
MCKESSON CORP
-$347.0K
0
-100%
清仓
REM
ISHARES TR
-$340.2K
0
-100%
清仓
KMI
KINDER MORGAN INC DEL
-$335.7K
0
-100%
清仓
BAPR
INNOVATOR ETFS TRUST
-$335.3K
0
-100%
清仓
PEP
PEPSICO INC
-$330.6K
0
-100%
清仓
—
LXP INDUSTRIAL TRUST
-$326.4K
0
-100%
减持
—
EXXON MOBIL CORP
-$326.1K
4,632
-35%
减持
JNJ
JOHNSON & JOHNSON
-$325.0K
1,575
-55%
清仓
PGHY
INVESCO EXCH TRADED FD TR II
-$322.9K
0
-100%
清仓
TAFM
AB ACTIVE ETFS INC
-$320.1K
0
-100%
建仓
CSHI
NEOS ETF TRUST
+$316.8K
6,366
清仓
VOO
VANGUARD INDEX FDS
-$308.7K
0
-100%
建仓
SCHV
SCHWAB STRATEGIC TR
+$307.7K
11,358
清仓
DES
WISDOMTREE TR
-$297.1K
0
-100%
清仓
SO
SOUTHERN CO
-$294.5K
0
-100%
清仓
BOCT
INNOVATOR ETFS TRUST
-$292.0K
0
-100%
清仓
FTXL
FIRST TR EXCHANGE-TRADED FD
-$290.1K
0
-100%
清仓
ADBE
ADOBE INC
-$287.6K
0
-100%
减持
TSLA
TESLA INC
-$284.4K
634
-69%
清仓
FID
FIRST TR EXCHANGE-TRADED FD
-$284.2K
0
-100%
清仓
CNA
CNA FINL CORP
-$282.2K
0
-100%
清仓
ACWV
ISHARES INC
-$278.3K
0
-100%
建仓
BILS
SPDR SER TR
+$277.3K
2,788
减持
BX
BLACKSTONE INC
-$276.2K
1,783
-50%
清仓
PANW
PALO ALTO NETWORKS INC
-$272.5K
0
-100%
清仓
HD
HOME DEPOT INC
-$268.7K
0
-100%
清仓
MCD
MCDONALDS CORP
-$261.6K
0
-100%
清仓
BIZD
VANECK ETF TRUST
-$260.5K
0
-100%
清仓
WPC
WP CAREY INC
-$259.9K
0
-100%
清仓
WDC
WESTERN DIGITAL CORP.
-$257.5K
0
-100%
清仓
BMAR
INNOVATOR ETFS TRUST
-$255.7K
0
-100%
减持
F
FORD MTR CO
-$250.0K
105,495
-17%
清仓
SYK
STRYKER CORPORATION
-$248.9K
0
-100%
清仓
CCI
CROWN CASTLE INC
-$247.9K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$244.0K
0
-100%
建仓
ESGU
ISHARES TR
+$242.1K
1,830
