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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
25Q3 调仓
2025-03-31 → 2025-09-30 · 共 150 项
建仓 46
增持 55
减持 38
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
IAUG
INNOVATOR ETFS TRUST
+$2.9M
104,147
增持
CSHI
NEOS ETF TRUST
+$2.7M
67,852
+390%
清仓
ZMAR
INNOVATOR ETFS TRUST
-$2.3M
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。
清仓
UDEC
INNOVATOR ETFS TRUST
-$1.9M
0
-100%
减持
IWM
ISHARES TR
-$1.7M
942
-91%
建仓
CLOI
VANECK ETF TRUST
+$1.6M
30,289
建仓
JPMB
J P MORGAN EXCHANGE TRADED F
+$1.4M
35,763
增持
SMH
VANECK ETF TRUST
+$1.4M
5,927
+102%
减持
AVGO
BROADCOM INC
+$1.3M
8,157
-4%
建仓
XME
SPDR SERIES TRUST
+$1.2M
12,931
增持
MGK
VANGUARD WORLD FD
+$1.2M
9,115
+4%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
12,315
+1%
建仓
EALT
INNOVATOR ETFS TRUST
+$953.6K
27,602
建仓
KALU
KAISER ALUMINUM CORP
+$908.0K
11,768
增持
CALF
PACER FDS TR
+$896.1K
80,984
+3%
清仓
NICE
NICE LTD
-$888.3K
0
-100%
增持
AAPL
APPLE INC
+$818.0K
11,123
+7%
建仓
QBUF
INNOVATOR ETFS TRUST
+$778.1K
27,108
增持
IOO
ISHARES TR
+$747.7K
8,628
+168%
清仓
ZTS
ZOETIS INC
-$702.0K
0
-100%
建仓
IBUF
INNOVATOR ETFS TRUST
+$696.3K
24,440
增持
KRE
SPDR SERIES TRUST
+$690.6K
53,052
+1%
增持
BILS
SPDR SERIES TRUST
+$683.0K
13,524
+103%
减持
AVDV
AMERICAN CENTY ETF TR
+$655.7K
39,801
-3%
增持
FLOT
ISHARES TR
+$640.4K
28,409
+78%
增持
COPX
GLOBAL X FDS
+$632.8K
25,568
+4%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$616.9K
2,496
建仓
BAUG
INNOVATOR ETFS TRUST
+$616.0K
12,573
建仓
INFL
LISTED FDS TR
+$614.8K
13,756
建仓
MGV
VANGUARD WORLD FD
+$598.3K
4,344
增持
GD
GENERAL DYNAMICS CORP
+$556.4K
3,817
+40%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$550.8K
10,481
+12%
增持
EUAD
SPINNAKER ETF SERIES
+$548.1K
35,098
+8%
增持
MSFT
MICROSOFT CORP
+$531.3K
2,608
+14%
清仓
NVO
NOVO-NORDISK A S
-$504.7K
0
-100%
建仓
EWX
SPDR INDEX SHS FDS
+$464.2K
6,899
建仓
LONZ
PIMCO ETF TR
+$462.2K
9,050
增持
MTB
M & T BK CORP
+$446.6K
10,114
+2%
建仓
SPYM
SPDR SERIES TRUST
+$446.5K
5,699
清仓
RTH
VANECK ETF TRUST
-$442.6K
0
-100%
建仓
SCHF
SCHWAB STRATEGIC TR
+$435.8K
18,721
增持
JAAA
JANUS DETROIT STR TR
+$418.0K
16,858
+93%
增持
JPM
JPMORGAN CHASE & CO.
+$417.0K
3,486
+17%
建仓
MU
MICRON TECHNOLOGY INC
+$414.8K
2,479
增持
NFLT
ETFIS SER TR I
+$411.4K
30,675
+128%
增持
CGBD
CARLYLE SECURED LENDING INC
+$401.3K
96,474
+69%
清仓
ACRE
ARES COML REAL ESTATE CORP
-$384.2K
0
-100%
建仓
SPHY
SPDR SERIES TRUST
+$383.2K
16,007
减持
IEI
ISHARES TR
-$382.5K
23,437
-13%
增持
ITB
ISHARES TR
+$361.5K
14,766
+6%
清仓
XBAP
INNOVATOR ETFS TRUST
-$356.8K
0
-100%
减持
GOOG
ALPHABET INC
+$347.0K
8,180
-25%
减持
—
EATON CORP PLC
+$336.8K
3,508
-7%
建仓
BALT
INNOVATOR ETFS TRUST
+$333.5K
10,161
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$322.1K
37,323
-22%
增持
FLTR
VANECK ETF TRUST
+$322.1K
125,821
+10%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$313.5K
8,625
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$310.4K
0
-100%
增持
FEZ
SPDR INDEX SHS FDS
+$288.4K
11,414
+44%
增持
SCHG
SCHWAB STRATEGIC TR
+$285.5K
19,886
+31%
建仓
TSLA
TESLA INC
+$285.1K
641
增持
BXMT
BLACKSTONE MTG TR INC
+$280.5K
162,485
+9%
建仓
GLD
SPDR GOLD TR
+$278.3K
783
建仓
BX
BLACKSTONE INC
+$270.5K
1,583
建仓
ESGU
ISHARES TR
+$270.2K
1,856
建仓
XSMO
INVESCO EXCHANGE TRADED FD T
+$265.9K
3,615
建仓
QQQ
INVESCO QQQ TR
+$263.6K
439
建仓
SPDW
SPDR INDEX SHS FDS
+$259.9K
6,073
建仓
INDS
PACER FDS TR
+$259.7K
6,978
建仓
SCHB
SCHWAB STRATEGIC TR
+$257.3K
10,007
建仓
NFLX
NETFLIX INC
+$250.6K
209
增持
GOOGL
ALPHABET INC
+$248.2K
2,413
+5%
建仓
IAGG
ISHARES TR
+$247.5K
4,832
建仓
ZALT
INNOVATOR ETFS TRUST
+$245.0K
7,686
建仓
GLW
CORNING INC
+$243.7K
2,970
建仓
IWR
ISHARES TR
+$242.5K
2,512
增持
SPY
SPDR S&P 500 ETF TR
+$235.2K
1,426
+3%
增持
IJH
ISHARES TR
+$234.5K
18,855
+1%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$233.8K
990
增持
IJR
ISHARES TR
+$233.7K
8,931
+2%
增持
SJNK
SPDR SERIES TRUST
+$231.4K
33,745
+31%
增持
FPE
FIRST TR EXCH TRADED FD III
+$230.6K
54,305
+22%
建仓
OUT
OUTFRONT MEDIA INC
+$230.5K
12,582
建仓
CHMG
CHEMUNG FINL CORP
+$226.4K
4,310
建仓
BEPC
BROOKFIELD RENEWABLE CORP
+$222.9K
6,476
建仓
IJUN
INNOVATOR ETFS TRUST
+$221.1K
7,784
建仓
ABBV
ABBVIE INC
+$219.8K
949
建仓
XLP
SELECT SECTOR SPDR TR
+$216.7K
2,765
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$211.7K
758
减持
CRS
CARPENTER TECHNOLOGY CORP
+$209.2K
2,746
-1%
清仓
KO
COCA COLA CO
-$204.2K
0
-100%
建仓
LLY
ELI LILLY & CO
+$204.2K
268
建仓
DFAE
DIMENSIONAL ETF TRUST
+$200.3K
6,353
建仓
C
CITIGROUP INC
+$200.1K
1,972
减持
DIS
DISNEY WALT CO
+$194.5K
8,392
-8%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$193.2K
21,568
-20%
增持
—
JOHNSON CTLS INTL PLC
+$192.0K
5,300
+1%
减持
SOXQ
INVESCO EXCH TRADED FD TR II
+$181.0K
14,714
-22%
减持
—
TE CONNECTIVITY PLC
+$178.8K
1,986
-1%
增持
WMT
WALMART INC
+$162.9K
14,429
+1%
减持
URI
UNITED RENTALS INC
+$153.5K
441
-6%
减持
IUSG
ISHARES TR
+$152.4K
3,538
-3%
增持
IUSV
ISHARES TR
+$150.9K
5,983
+13%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$145.4K
103,361
+4%
减持
MISL
FIRST TR EXCHANGE-TRADED FD
+$136.8K
14,202
-6%
减持
CSCO
CISCO SYS INC
+$128.3K
9,515
-1%
增持
—
NEXTERA ENERGY INC
+$128.0K
24,651
+1%
减持
COWZ
PACER FDS TR
-$122.6K
16,183
-24%
减持
SEIE
SEI EXCHANGE TRADED FUNDS
-$119.5K
8,457
-42%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$114.9K
34,173
-7%
建仓
AGNC
AGNC INVT CORP
+$110.8K
11,318
减持
F
FORD MTR CO
+$99.8K
63,823
-9%
增持
KOF
COCA-COLA FEMSA SAB DE CV
-$98.9K
8,501
+2%
减持
LRN
STRIDE INC
+$91.1K
8,707
-4%
减持
XNTK
SPDR SERIES TRUST
+$79.0K
1,155
-15%
增持
IVV
ISHARES TR
+$78.9K
514
+0%
增持
MET
METLIFE INC
+$69.8K
5,610
+1%
增持
MRK
MERCK & CO INC
+$68.5K
5,628
+8%
减持
ALL
ALLSTATE CORP
+$66.7K
2,412
-0%
增持
—
EXXON MOBIL CORP
+$65.5K
3,854
+10%
增持
FALN
ISHARES TR
+$65.4K
26,614
+2%
减持
ICLN
ISHARES TR
+$64.9K
20,764
-7%
增持
BND
VANGUARD BD INDEX FDS
+$63.4K
7,049
+11%
减持
PATK
PATRICK INDS INC
+$56.4K
4,414
-14%
增持
SCHV
SCHWAB STRATEGIC TR
+$54.5K
11,115
+1%
减持
KGC
KINROSS GOLD CORP
+$52.2K
8,274
-19%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$51.4K
6,370
-3%
增持
JNJ
JOHNSON & JOHNSON
+$49.5K
1,428
+4%
增持
PFE
PFIZER INC
+$48.4K
11,478
+4%
增持
HST
HOST HOTELS & RESORTS INC
+$41.2K
11,271
+1%
减持
OHI
OMEGA HEALTHCARE INVS INC
+$40.5K
10,851
-2%
增持
AOM
ISHARES TR
+$39.7K
7,640
+0%
减持
PLD
PROLOGIS INC.
+$39.7K
2,754
-2%
减持
AMZN
AMAZON COM INC
-$38.4K
9,334
-25%
增持
TMUS
T-MOBILE US INC
+$32.5K
5,879
+8%
清仓
—
WOLFSPEED INC
-$32.0K
0
-100%
增持
—
EVEREST GROUP LTD
+$30.4K
1,681
+3%
增持
PG
PROCTER AND GAMBLE CO
-$23.9K
2,899
+2%
增持
CMCSA
COMCAST CORP NEW
-$17.3K
9,743
+1%
减持
COP
CONOCOPHILLIPS
+$16.7K
3,618
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$16.3K
928
-11%
增持
SCHO
SCHWAB STRATEGIC TR
+$14.4K
42,465
+1%
增持
AGG
ISHARES TR
+$13.0K
2,128
+3%
增持
SHY
ISHARES TR
+$11.8K
28,375
+0%
减持
BOND
PIMCO ETF TR
-$8.5K
8,516
-5%
减持
SHYG
ISHARES TR
+$8.4K
5,963
-1%
减持
SBRA
SABRA HEALTH CARE REIT INC
+$5.5K
11,582
-2%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$4.8K
10,928
-1%
减持
—
MEDTRONIC PLC
+$4.3K
2,511
-13%
减持
RITM
RITHM CAPITAL CORP
+$4.3K
10,542
-9%
