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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 129 项
建仓 8
增持 24
减持 73
清仓 24
方向
标的
Δ市值
现股数(环比)
建仓
ZMAR
INNOVATOR ETFS TRUST
+$2.3M
89,497
清仓
NVBU
AIM ETF PRODUCTS TRUST
-$2.1M
0
-100%
清仓
KHC
KRAFT HEINZ CO
-$1.1M
0
-100%
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。
减持
AMZN
AMAZON COM INC
-$1.1M
12,478
-7%
建仓
EUAD
SPINNAKER ETF SERIES
+$1.1M
32,606
减持
—
EVEREST GROUP LTD
-$1.0M
1,628
-64%
减持
CALF
PACER FDS TR
-$980.7K
78,499
-3%
减持
KRE
SPDR SER TR
-$979.1K
52,573
-8%
减持
AAPL
APPLE INC
-$890.3K
10,428
-14%
清仓
TXT
TEXTRON INC
-$747.4K
0
-100%
减持
BSJR
INVESCO EXCH TRD SLF IDX FD
-$723.8K
99,664
-23%
减持
IWM
ISHARES TR
-$606.6K
10,345
-6%
减持
GOOG
ALPHABET INC
-$580.4K
10,978
-3%
减持
MGK
VANGUARD WORLD FD
-$577.1K
8,740
-0%
减持
MTB
M & T BK CORP
-$566.2K
9,901
-6%
减持
SPY
SPDR S&P 500 ETF TR
-$563.4K
1,391
-35%
减持
MISL
FIRST TR EXCHANGE-TRADED FD
-$529.1K
15,187
-52%
减持
NVDA
NVIDIA CORPORATION
-$522.3K
12,144
-12%
增持
TMUS
T-MOBILE US INC
+$507.0K
5,424
+47%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$470.4K
47,643
-7%
增持
WMT
WALMART INC
+$426.4K
14,329
+56%
减持
AVGO
BROADCOM INC
-$421.0K
8,472
-4%
建仓
FEZ
SPDR INDEX SHS FDS
+$420.7K
7,918
减持
F
FORD MTR CO
-$413.6K
70,065
-34%
减持
ITB
ISHARES TR
-$405.6K
13,971
-8%
减持
MSFT
MICROSOFT CORP
-$388.2K
2,282
-16%
增持
BILS
SPDR SER TR
+$385.6K
6,671
+139%
增持
CSHI
NEOS ETF TRUST
+$369.0K
13,849
+118%
清仓
TJUL
INNOVATOR ETFS TRUST
-$363.5K
0
-100%
减持
AVDV
AMERICAN CENTY ETF TR
-$342.7K
41,243
-15%
减持
DIS
DISNEY WALT CO
-$339.4K
9,123
-7%
清仓
META
META PLATFORMS INC
-$333.0K
0
-100%
清仓
BX
BLACKSTONE INC
-$330.5K
0
-100%
减持
IEI
ISHARES TR
-$322.0K
26,990
-11%
清仓
SPYM
SPDR SER TR
-$320.6K
0
-100%
减持
CGBD
CARLYLE SECURED LENDING INC
-$317.3K
57,064
-7%
建仓
NFLT
ETFIS SER TR I
+$296.2K
13,425
减持
—
EATON CORP PLC
-$294.3K
3,762
-6%
建仓
IOO
ISHARES TR
+$287.7K
3,216
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$283.5K
0
-100%
减持
COWZ
PACER FDS TR
-$281.4K
21,317
-6%
减持
NVO
NOVO-NORDISK A S
-$281.4K
8,652
-8%
清仓
SQ
BLOCK INC
-$254.6K
0
-100%
减持
NICE
NICE LTD
-$251.7K
6,177
-10%
减持
SHY
ISHARES TR
-$251.4K
28,321
-10%
清仓
TSLA
TESLA INC
-$246.7K
0
-100%
清仓
ESGU
ISHARES TR
-$242.1K
0
-100%
清仓
LLY
ELI LILLY & CO
-$242.1K
0
-100%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$239.6K
0
-100%
清仓
CHMG
CHEMUNG FINL CORP
-$232.7K
0
-100%
清仓
SCHB
SCHWAB STRATEGIC TR
-$231.8K
0
-100%
清仓
FITB
FIFTH THIRD BANCORP
-$231.8K
0
-100%
增持
JAAA
JANUS DETROIT STR TR
+$231.6K
8,713
+115%
清仓
MU
MICRON TECHNOLOGY INC
-$225.1K
0
-100%
减持
GOOGL
ALPHABET INC
-$223.0K
2,292
-20%
减持
IJR
ISHARES TR
-$217.4K
8,768
-1%
清仓
KNTK
KINETIK HOLDINGS INC
-$215.2K
0
-100%
减持
ZTS
ZOETIS INC
-$214.3K
4,781
-11%
清仓
ZJUL
INNOVATOR ETFS TRUST
-$214.0K
0
-100%
减持
FLTR
VANECK ETF TRUST
-$212.9K
114,479
-6%
清仓
XSMO
INVESCO EXCHANGE TRADED FD T
-$212.1K
0
-100%
减持
IJH
ISHARES TR
-$208.4K
18,582
-0%
清仓
WFC
WELLS FARGO CO NEW
-$205.9K
0
-100%
建仓
KO
COCA COLA CO
+$204.2K
2,807
清仓
IJUN
INNOVATOR ETFS TRUST
-$203.1K
0
-100%
减持
UAPR
INNOVATOR ETFS TRUST
-$202.0K
8,102
-42%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$201.4K
27,030
-2%
建仓
AGG
ISHARES TR
+$200.4K
2,060
减持
SOXQ
INVESCO EXCH TRADED FD TR II
-$196.5K
18,839
-3%
减持
JPM
JPMORGAN CHASE & CO.
-$196.0K
2,980
-10%
增持
LRN
STRIDE INC
+$173.4K
9,065
+12%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$173.4K
36,698
-5%
减持
—
NEXTERA ENERGY INC
-$171.2K
24,439
-8%
增持
ACRE
ARES COML REAL ESTATE CORP
-$159.3K
107,933
+12%
减持
URI
UNITED RENTALS INC
-$158.6K
469
-17%
增持
SJNK
SPDR SER TR
+$153.3K
25,701
+37%
减持
MRK
MERCK & CO INC
-$151.6K
5,188
-8%
建仓
HST
HOST HOTELS & RESORTS INC
+$150.7K
11,152
减持
PATK
PATRICK INDS INC
-$145.0K
5,129
-11%
减持
GRID
FIRST TR EXCHANGE TRADED FD
-$142.5K
9,345
-5%
减持
KOF
COCA-COLA FEMSA SAB DE CV
-$136.2K
8,354
-30%
减持
—
EXXON MOBIL CORP
-$134.3K
3,503
-24%
减持
FPE
FIRST TR EXCH TRADED FD III
-$120.3K
44,414
-11%
减持
CRS
CARPENTER TECHNOLOGY CORP
-$117.2K
2,775
-0%
减持
GD
GENERAL DYNAMICS CORP
-$116.7K
2,728
-20%
减持
COPX
GLOBAL X FDS
-$115.9K
24,676
-6%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$110.8K
1,039
-33%
增持
SMH
VANECK ETF TRUST
+$109.5K
2,941
+59%
减持
CSCO
CISCO SYS INC
-$108.7K
9,615
-9%
减持
IVV
ISHARES TR
-$99.0K
513
-15%
减持
SCHG
SCHWAB STRATEGIC TR
-$92.2K
15,163
-2%
增持
FLOT
ISHARES TR
+$90.3K
15,999
+13%
增持
IUSG
ISHARES TR
-$89.1K
3,646
+0%
增持
MET
METLIFE INC
-$87.8K
5,573
+1%
减持
RTH
VANECK ETF TRUST
-$83.4K
2,047
-7%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$74.9K
11,079
-12%
减持
PLD
PROLOGIS INC.
-$65.1K
2,796
-2%
减持
XBAP
INNOVATOR ETFS TRUST
-$58.8K
10,816
-10%
减持
BXMT
BLACKSTONE MTG TR INC
-$58.4K
148,948
-5%
减持
—
TE CONNECTIVITY PLC
-$53.0K
1,998
-5%
增持
XNTK
SPDR SER TR
-$48.9K
1,354
+0%
增持
COP
CONOCOPHILLIPS
-$45.3K
3,718
+2%
减持
IWD
ISHARES TR
-$43.9K
1,419
-5%
清仓
NIO
NIO INC
-$42.4K
0
-100%
增持
—
WOLFSPEED INC
-$40.6K
13,050
+8%
减持
CMCSA
COMCAST CORP NEW
-$39.9K
9,627
-1%
增持
SBRA
SABRA HEALTH CARE REIT INC
+$39.4K
11,827
+15%
减持
PG
PROCTER AND GAMBLE CO
-$38.8K
2,832
-7%
减持
SCHV
SCHWAB STRATEGIC TR
-$38.7K
10,967
-3%
减持
ICLN
ISHARES TR
-$31.4K
22,364
-13%
减持
RITM
RITHM CAPITAL CORP
-$29.4K
11,614
-9%
减持
KGC
KINROSS GOLD CORP
+$26.9K
10,274
-10%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$26.7K
5,284
-9%
减持
JNJ
JOHNSON & JOHNSON
-$22.8K
1,372
-13%
增持
—
MEDTRONIC PLC
-$22.1K
2,871
+2%
增持
UDEC
INNOVATOR ETFS TRUST
-$21.4K
56,917
+6%
增持
FALN
ISHARES TR
-$21.2K
26,112
+2%
增持
SCHO
SCHWAB STRATEGIC TR
+$20.3K
41,910
+1%
清仓
—
PROSPECT CAP CORP
-$19.8K
0
-100%
减持
OHI
OMEGA HEALTHCARE INVS INC
+$18.3K
11,034
-0%
减持
SEIE
SEI EXCHANGE TRADED FUNDS
-$17.2K
14,590
-7%
减持
BND
VANGUARD BD INDEX FDS
-$15.4K
6,378
-3%
增持
PFE
PFIZER INC
-$13.6K
11,073
+14%
减持
—
JOHNSON CTLS INTL PLC
-$12.6K
5,249
-1%
减持
SHYG
ISHARES TR
-$10.7K
6,001
-1%
增持
AOM
ISHARES TR
-$5.2K
7,629
+2%
增持
BOND
PIMCO ETF TR
+$4.1K
8,919
+2%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$3.5K
6,540
-2%
增持
ALL
ALLSTATE CORP
-$972
2,413
+2%