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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 29
增持 67
减持 43
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
CALF
PACER FDS TR
-$3.3M
6,261
-92%
建仓
AGNG
GLOBAL X FDS
+$1.9M
52,641
建仓
—
FRANKLIN TEMPLETON ETF TR
+$1.6M
58,625
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
TMUS
T-MOBILE US INC
-$1.4M
0
-100%
清仓
—
EATON CORP PLC
-$1.3M
0
-100%
建仓
ENS
ENERSYS
+$1.2M
8,142
建仓
POWR
ISHARES INC
+$1.1M
47,606
减持
MGK
VANGUARD WORLD FD
-$1.0M
6,392
-30%
建仓
XLB
SELECT SECTOR SPDR TR
+$956.8K
21,098
清仓
COWZ
PACER FDS TR
-$930.0K
0
-100%
建仓
ACI
ALBERTSONS COS INC
+$817.4K
47,607
建仓
—
SMURFIT WESTROCK PLC
+$797.5K
20,624
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$779.1K
7,905
-63%
增持
MRK
MERCK & CO INC
+$772.8K
11,830
+110%
清仓
BAUG
INNOVATOR ETFS TRUST
-$616.0K
0
-100%
建仓
PBJ
INVESCO EXCHANGE TRADED FD T
+$592.2K
13,217
清仓
—
EVEREST GROUP LTD
-$588.6K
0
-100%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$580.7K
27,777
-26%
建仓
SHEL
SHELL PLC
+$577.0K
7,852
清仓
PATK
PATRICK INDS INC
-$456.6K
0
-100%
减持
KALU
KAISER ALUMINUM CORP
+$439.6K
11,733
-0%
减持
SCHG
SCHWAB STRATEGIC TR
-$330.6K
9,319
-53%
建仓
HFSI
HARTFORD FDS EXCHANGE TRADED
+$328.7K
9,266
清仓
SCHV
SCHWAB STRATEGIC TR
-$323.6K
0
-100%
减持
SHY
ISHARES TR
-$322.1K
24,534
-14%
建仓
ANGL
VANECK ETF TRUST
+$300.2K
10,223
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$299.4K
1,894
+104%
清仓
GLD
SPDR GOLD TR
-$278.3K
0
-100%
减持
EUAD
SPINNAKER ETF SERIES
-$254.6K
33,087
-6%
减持
MU
MICRON TECHNOLOGY INC
+$253.7K
2,342
-6%
增持
JAAA
JANUS DETROIT STR TR
+$251.3K
21,893
+30%
清仓
NFLX
NETFLIX INC
-$250.6K
0
-100%
建仓
TNL
TRAVEL PLUS LEISURE CO
+$238.7K
3,384
建仓
SPYG
SPDR SERIES TRUST
+$231.4K
2,169
建仓
UDEC
INNOVATOR ETFS TRUST
+$227.0K
5,726
清仓
IJUN
INNOVATOR ETFS TRUST
-$221.1K
0
-100%
增持
BXMT
BLACKSTONE MTG TR INC
+$220.6K
167,900
+3%
建仓
DOGG
FIRST TR EXCHANGE-TRADED FD
+$219.1K
10,546
建仓
—
FTAI AVIATION LTD
+$218.7K
1,111
建仓
RTX
RTX CORPORATION
+$218.7K
1,192
建仓
EWO
ISHARES INC
+$217.3K
6,125
建仓
AMD
ADVANCED MICRO DEVICES INC
+$216.9K
1,013
清仓
XLP
SELECT SECTOR SPDR TR
-$216.7K
0
-100%
增持
AMZN
AMAZON COM INC
+$216.3K
9,816
+5%
建仓
KO
COCA COLA CO
+$212.4K
3,038
增持
CSHI
NEOS ETF TRUST
+$210.6K
72,078
+6%
增持
AAPL
APPLE INC
+$208.7K
11,186
+1%
建仓
MTUM
ISHARES TR
+$208.0K
831
建仓
VOO
VANGUARD INDEX FDS
+$207.0K
330
增持
AGG
ISHARES TR
+$206.9K
4,207
+98%
建仓
FGM
FIRST TR EXCH TRD ALPHDX FD
+$203.7K
3,266
建仓
TJX
TJX COS INC NEW
+$201.9K
1,315
建仓
LNC
LINCOLN NATL CORP IND
+$201.7K
4,529
增持
BILS
SPDR SERIES TRUST
+$201.6K
15,596
+15%
建仓
LIT
GLOBAL X FDS
+$200.7K
3,094
增持
CGBD
CARLYLE SECURED LENDING INC
+$187.0K
111,522
+16%
增持
CLOI
VANECK ETF TRUST
+$174.3K
33,757
+11%
减持
CRS
CARPENTER TECHNOLOGY CORP
+$174.3K
2,695
-2%
增持
KOF
COCA-COLA FEMSA SAB DE CV
+$166.5K
9,217
+8%
建仓
DOC
HEALTHPEAK PROPERTIES INC
+$162.4K
10,100
增持
SCHF
SCHWAB STRATEGIC TR
+$159.8K
24,777
+32%
减持
BND
VANGUARD BD INDEX FDS
-$150.6K
5,045
-28%
增持
TSLA
TESLA INC
+$148.0K
963
+50%
减持
GOOGL
ALPHABET INC
+$146.1K
2,341
-3%
增持
KRE
SPDR SERIES TRUST
+$143.7K
54,034
+2%
增持
ITB
ISHARES TR
-$138.5K
15,007
+2%
减持
GOOG
ALPHABET INC
+$134.1K
6,776
-17%
减持
XME
SPDR SERIES TRUST
+$129.0K
12,875
-0%
增持
LRN
STRIDE INC
-$127.0K
18,017
+107%
增持
SCHO
SCHWAB STRATEGIC TR
+$126.5K
47,708
+12%
建仓
FTMA
PUTNAM ETF TRUST
+$115.9K
12,860
减持
WMT
WALMART INC
+$113.2K
14,364
-0%
减持
AVGO
BROADCOM INC
+$112.6K
8,101
-1%
增持
FLTR
VANECK ETF TRUST
+$101.1K
130,232
+4%
增持
NFLT
ETFIS SER TR I
+$98.0K
34,960
+14%
增持
SJNK
SPDR SERIES TRUST
+$97.9K
37,986
+13%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$96.7K
2,821
+13%
减持
SMH
VANECK ETF TRUST
+$92.6K
5,628
-5%
减持
NVDA
NVIDIA CORPORATION
-$90.7K
11,834
-4%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$86.0K
107,737
+4%
增持
OUT
OUTFRONT MEDIA INC
+$82.7K
12,994
+3%
减持
COPX
GLOBAL X FDS
-$81.2K
20,170
-21%
减持
LLY
ELI LILLY & CO
+$78.2K
263
-2%
减持
CSCO
CISCO SYS INC
+$75.3K
9,429
-1%
减持
URI
UNITED RENTALS INC
-$73.0K
430
-2%
增持
ESGU
ISHARES TR
+$71.5K
2,294
+24%
增持
RITM
RITHM CAPITAL CORP
+$69.2K
17,368
+65%
增持
IAUG
INNOVATOR ETFS TRUST
+$68.0K
104,384
+0%
增持
LONZ
PIMCO ETF TR
+$66.3K
10,512
+16%
减持
AVDV
AMERICAN CENTY ETF TR
+$65.9K
38,410
-3%
增持
IOO
ISHARES TR
+$65.8K
8,694
+1%
增持
FLOT
ISHARES TR
+$63.2K
29,778
+5%
增持
PFE
PFIZER INC
+$63.2K
14,282
+24%
增持
MTB
M & T BK CORP
+$59.7K
10,216
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$58.6K
1,479
+4%
增持
—
EXXON MOBIL CORP
+$57.7K
4,090
+6%
增持
MSFT
MICROSOFT CORP
-$55.4K
2,678
+3%
增持
IEI
ISHARES TR
+$54.7K
23,927
+2%
建仓
SLDP
SOLID POWER INC
+$49.3K
11,600
减持
GRID
FIRST TR EXCHANGE TRADED FD
-$46.0K
10,048
-4%
增持
FEZ
SPDR INDEX SHS FDS
+$42.6K
11,673
+2%
增持
QQQ
INVESCO QQQ TR
+$42.4K
498
+13%
增持
IJR
ISHARES TR
+$40.4K
9,166
+3%
增持
DFAI
DIMENSIONAL ETF TRUST
+$40.3K
9,284
+8%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$40.0K
6,751
+6%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$39.5K
992
+0%
增持
IVV
ISHARES TR
+$37.7K
557
+8%
减持
MISL
FIRST TR EXCHANGE-TRADED FD
-$37.2K
12,888
-9%
增持
JPM
JPMORGAN CHASE & CO.
+$36.0K
3,524
+1%
增持
MGV
VANGUARD WORLD FD
+$32.8K
4,471
+3%
减持
SPHY
SPDR SERIES TRUST
-$32.6K
14,811
-7%
增持
C
CITIGROUP INC
+$32.4K
1,992
+1%
减持
MET
METLIFE INC
-$32.3K
5,444
-3%
增持
DFAE
DIMENSIONAL ETF TRUST
+$30.4K
7,083
+11%
减持
UAPR
INNOVATOR ETFS TRUST
-$29.5K
7,047
-13%
增持
BEPC
BROOKFIELD RENEWABLE CORP
+$29.3K
6,579
+2%
减持
ZALT
INNOVATOR ETFS TRUST
-$25.7K
6,735
-12%
减持
PLD
PROLOGIS INC.
+$23.7K
2,656
-4%
减持
JNJ
JOHNSON & JOHNSON
+$23.3K
1,392
-3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$22.6K
771
+2%
增持
IJH
ISHARES TR
+$22.5K
18,985
+1%
减持
—
NEXTERA ENERGY INC
+$21.4K
24,220
-2%
减持
EALT
INNOVATOR ETFS TRUST
-$20.2K
26,451
-4%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$19.7K
33,910
-1%
增持
FALN
ISHARES TR
+$19.0K
27,779
+4%
减持
SOXQ
INVESCO EXCH TRADED FD TR II
-$18.2K
12,896
-12%
增持
PG
PROCTER AND GAMBLE CO
-$18.1K
2,982
+3%
减持
OHI
OMEGA HEALTHCARE INVS INC
+$17.2K
10,721
-1%
减持
DIS
DISNEY WALT CO
-$15.6K
8,309
-1%
增持
AGNC
AGNC INVT CORP
+$14.9K
11,725
+4%
减持
GLW
CORNING INC
+$14.3K
2,947
-1%
增持
ALL
ALLSTATE CORP
-$13.8K
2,421
+0%
减持
—
TE CONNECTIVITY PLC
+$13.1K
1,974
-1%
增持
IUSG
ISHARES TR
+$12.2K
3,539
+0%
增持
CMCSA
COMCAST CORP NEW
+$11.5K
10,626
+9%
增持
FPE
FIRST TR EXCH TRADED FD III
+$11.0K
54,970
+1%
增持
SBRA
SABRA HEALTH CARE REIT INC
+$10.9K
11,977
+3%
增持
SHYG
ISHARES TR
+$10.5K
6,268
+5%
增持
HST
HOST HOTELS & RESORTS INC
+$10.3K
11,403
+1%
减持
IAGG
ISHARES TR
-$10.2K
4,745
-2%
增持
GD
GENERAL DYNAMICS CORP
-$7.2K
3,845
+1%
减持
QBUF
INNOVATOR ETFS TRUST
-$7.1K
26,304
-3%
增持
INDS
PACER FDS TR
+$6.6K
7,259
+4%
增持
JPMB
J P MORGAN EXCHANGE TRADED F
+$6.4K
35,915
+0%
增持
BOND
PIMCO ETF TR
+$6.1K
8,606
+1%
增持
SCHB
SCHWAB STRATEGIC TR
+$6.0K
10,039
+0%
减持
ICLN
ISHARES TR
+$6.0K
19,930
-4%
增持
XSMO
INVESCO EXCHANGE TRADED FD T
-$4.2K
3,634
+1%
减持
SEIE
SEI EXCHANGE TRADED FUNDS
-$3.6K
7,818
-8%
增持
INFL
LISTED FDS TR
-$3.1K
13,759
+0%
