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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 48
增持 41
减持 38
清仓 23
方向
标的
Δ市值
现股数(环比)
建仓
PMAR
INNOVATOR ETFS TRUST
+$4.0M
89,642
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.9M
8,215
建仓
TBIL
RBB FD INC
+$3.6M
71,253
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
KRE
SPDR SERIES TRUST
-$3.3M
3,765
-93%
建仓
IFEB
INNOVATOR ETFS TRUST
+$3.2M
106,687
清仓
IAUG
INNOVATOR ETFS TRUST
-$3.0M
0
-100%
减持
BXMT
BLACKSTONE MORTGAGE TRUST IN
-$2.8M
19,926
-88%
减持
IEI
ISHARES TR
-$2.6M
1,923
-92%
减持
FLTR
VANECK ETF TRUST
-$2.6M
28,521
-78%
增持
CLOI
VANECK ETF TRUST
+$2.4M
78,831
+134%
建仓
KBWP
INVESCO EXCH TRADED FD TR II
+$2.3M
19,113
清仓
HELO
J P MORGAN EXCHANGE TRADED F
-$1.8M
0
-100%
减持
CSHI
NEOS ETF TRUST
-$1.7M
37,422
-48%
建仓
DUK
DUKE ENERGY CORP NEW
+$1.6M
12,496
清仓
—
FRANKLIN TEMPLETON ETF TR
-$1.6M
0
-100%
建仓
MOO
VANECK ETF TRUST
+$1.6M
18,529
减持
GOOG
ALPHABET INC
-$1.5M
2,126
-69%
建仓
ACII
INNOVATOR ETFS TRUST
+$1.5M
59,554
清仓
JPMB
J P MORGAN EXCHANGE TRADED F
-$1.4M
0
-100%
建仓
EUFN
ISHARES TR
+$1.4M
41,482
清仓
ITB
ISHARES TR
-$1.4M
0
-100%
清仓
CGBD
CARLYLE SECURED LENDING INC
-$1.4M
0
-100%
建仓
LJUL
INNOVATOR ETFS TRUST
+$1.4M
56,969
清仓
KALU
KAISER ALUMINUM CORP
-$1.3M
0
-100%
建仓
XLV
SELECT SECTOR SPDR TR
+$1.3M
9,112
建仓
XLU
SELECT SECTOR SPDR TR
+$1.2M
26,561
建仓
SFLR
INNOVATOR ETFS TRUST
+$1.2M
33,460
清仓
—
NEXTERA ENERGY INC
-$1.2M
0
-100%
建仓
RINF
PROSHARES TR
+$1.2M
36,637
建仓
IDVO
AMPLIFY ETF TR
+$1.1M
27,427
清仓
FPE
FIRST TR EXCH TRADED FD III
-$1.0M
0
-100%
清仓
XLB
SELECT SECTOR SPDR TR
-$956.8K
0
-100%
减持
MTB
M & T BK CORP
-$955.7K
5,334
-48%
清仓
DIS
DISNEY WALT CO
-$945.3K
0
-100%
清仓
EALT
INNOVATOR ETFS TRUST
-$933.5K
0
-100%
增持
FLOT
ISHARES TR
+$903.5K
47,458
+59%
建仓
SCHW
SCHWAB CHARLES CORP
+$899.7K
9,574
建仓
EWZ
ISHARES INC
+$898.2K
23,397
减持
COPX
GLOBAL X FDS
-$864.3K
7,645
-62%
清仓
—
SMURFIT WESTROCK PLC
-$797.5K
0
-100%
建仓
EWC
ISHARES INC
+$761.1K
13,892
增持
SHY
ISHARES TR
+$720.9K
33,339
+36%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$713.6K
0
-100%
建仓
DDFM
INNOVATOR ETFS TRUST
+$700.7K
37,324
建仓
QFLR
INNOVATOR ETFS TRUST
+$691.4K
20,762
清仓
PBJ
INVESCO EXCHANGE TRADED FD T
-$592.2K
0
-100%
建仓
META
META PLATFORMS INC
+$573.0K
1,002
建仓
JEDI
ETF SER SOLUTIONS
+$500.6K
19,571
增持
—
EXXON MOBIL CORP
+$467.9K
5,659
+38%
建仓
CAIE
CALAMOS ETF TR
+$465.0K
18,497
增持
CRS
CARPENTER TECHNOLOGY CORP
+$427.4K
3,237
+20%
增持
KOF
COCA-COLA FEMSA SAB DE CV
+$419.6K
13,250
+44%
增持
INFL
LISTED FDS TR
+$417.4K
19,768
+44%
建仓
BBUS
J P MORGAN EXCHANGE TRADED F
+$412.5K
3,520
增持
EUAD
SPINNAKER ETF SERIES
+$405.0K
44,158
+33%
增持
JAAA
JANUS DETROIT STR TR
+$393.1K
29,789
+36%
增持
AAPL
APPLE INC
+$365.3K
13,421
+20%
减持
AVDV
AMERICAN CENTY ETF TR
-$358.1K
32,559
-15%
减持
AVGO
BROADCOM INC
-$336.6K
7,971
-2%
建仓
CVX
CHEVRON CORPORATION
+$321.3K
1,553
增持
SHEL
SHELL PLC
+$311.1K
9,549
+22%
减持
MISL
FIRST TR EXCHANGE-TRADED FD
-$289.9K
5,851
-55%
建仓
AIQ
GLOBAL X FDS
+$286.9K
6,146
增持
POWR
ISHARES INC
+$283.8K
53,525
+12%
建仓
BBIN
J P MORGAN EXCHANGE TRADED F
+$281.9K
3,855
增持
MGK
VANGUARD WORLD FD
-$270.9K
6,444
+1%
增持
MRK
MERCK & CO INC
+$268.2K
12,581
+6%
建仓
ENFR
ALPS ETF TR
+$266.8K
6,984
建仓
XEMD
BONDBLOXX ETF TRUST
+$261.7K
5,955
建仓
PGHY
INVESCO EXCH TRADED FD TR II
+$260.0K
13,395
建仓
DOW
DOW HLDGS INC
+$255.6K
6,136
增持
MSFT
MICROSOFT CORP
-$255.1K
2,810
+5%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$253.8K
5,390
建仓
REMX
VANECK ETF TRUST
+$252.4K
2,868
建仓
—
ZIM INTEGRATED SHIPPING SERV
+$250.0K
9,486
清仓
BX
BLACKSTONE INC
-$244.0K
0
-100%
建仓
DBE
INVESCO DB MULTI-SECTOR COMM
+$236.2K
8,016
建仓
BBAG
J P MORGAN EXCHANGE TRADED F
+$233.9K
5,068
清仓
SPYG
SPDR SERIES TRUST
-$231.4K
0
-100%
建仓
LMT
LOCKHEED MARTIN CORP
+$227.1K
376
建仓
BAC
BANK AMERICA CORP
+$226.8K
4,653
建仓
KNTK
KINETIK HOLDINGS INC
+$220.6K
4,556
清仓
ABBV
ABBVIE INC
-$219.9K
0
-100%
建仓
PEP
PEPSICO INC
+$219.4K
1,413
清仓
ZALT
INNOVATOR ETFS TRUST
-$219.4K
0
-100%
建仓
RTH
VANECK ETF TRUST
+$219.1K
873
清仓
EWO
ISHARES INC
-$217.3K
0
-100%
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$215.1K
4,001
建仓
RSPS
INVESCO EXCHANGE TRADED FD T
+$214.3K
7,265
建仓
TAGS
TEUCRIUM COMMODITY TR
+$211.7K
8,346
建仓
OKE
ONEOK INC NEW
+$209.6K
2,319
减持
QBUF
INNOVATOR ETFS TRUST
-$205.9K
19,347
-26%
清仓
FGM
FIRST TR EXCH TRD ALPHDX FD
-$203.7K
0
-100%
建仓
MPT
MEDICAL PROPERTIES TRUST INC
+$203.7K
43,989
清仓
LNC
LINCOLN NATL CORP IND
-$201.7K
0
-100%
减持
IWF
ISHARES TR
-$196.1K
800
-30%
增持
GLW
CORNING INC
+$194.2K
3,326
+13%
增持
AMZN
AMAZON COM INC
-$189.9K
9,967
+2%
减持
FEZ
SPDR INDEX SHS FDS
-$183.7K
9,149
-22%
增持
SMH
VANECK ETF TRUST
+$159.7K
5,703
+1%
减持
WMT
WALMART INC
+$155.4K
14,127
-2%
增持
MU
MICRON TECHNOLOGY INC
+$154.8K
2,437
+4%
减持
LRN
STRIDE INC
+$147.9K
14,946
-17%
增持
BILS
SPDR SERIES TRUST
+$145.7K
17,027
+9%
增持
GD
GENERAL DYNAMICS CORP
+$141.5K
4,184
+9%
增持
NVDA
NVIDIA CORPORATION
-$140.9K
11,847
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$138.9K
8,749
+30%
减持
COP
CONOCOPHILLIPS
+$132.8K
3,592
-1%
增持
JNJ
JOHNSON & JOHNSON
+$130.2K
1,711
+23%
减持
JPM
JPMORGAN CHASE & CO
-$129.2K
3,421
-3%
减持
ENS
ENERSYS
-$120.4K
6,185
-24%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$108.1K
1,869
-1%
清仓
—
ATAI BECKLEY NV
-$102.3K
0
-100%
减持
BALT
INNOVATOR ETFS TRUST
-$100.8K
7,162
-30%
增持
F
FORD MTR CO
-$91.9K
58,400
+0%
建仓
ATAI
ATAIBECKLEY INC
+$88.5K
25,000
建仓
PML
PIMCO MUN INCOME FD II
+$88.3K
11,670
减持
RITM
RITHM CAPITAL CORP
-$86.9K
10,805
-38%
增持
PFE
PFIZER INC
+$81.7K
15,575
+9%
减持
GRID
FIRST TR EXCHANGE-TRADED FD
+$78.1K
9,877
-2%
增持
TSLA
TESLA INC
-$66.5K
986
+2%
减持
MET
METLIFE INC
-$63.9K
5,173
-5%
减持
BND
VANGUARD BD INDEX FDS
-$62.4K
4,227
-16%
增持
SOXQ
INVESCO EXCH TRADED FD TR II
+$61.7K
13,080
+1%
减持
BOND
PIMCO ETF TR
-$61.2K
8,017
-7%
减持
SCHO
SCHWAB STRATEGIC TR
-$59.9K
45,434
-5%
减持
—
TE CONNECTIVITY PLC
-$55.4K
1,884
-5%
增持
GOOGL
ALPHABET INC
-$55.1K
2,356
+1%
减持
FALN
ISHARES TR
-$52.8K
26,407
-5%
增持
LIT
GLOBAL X FDS
+$52.0K
3,399
+10%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$51.9K
1,471
-1%
增持
SPDW
SPDR INDEX SHS FDS
+$51.9K
6,861
+17%
减持
IOO
ISHARES TR
-$51.6K
8,677
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$49.2K
839
+9%
减持
AOM
ISHARES TR
-$48.5K
6,697
-13%
增持
IUSG
ISHARES TR
-$45.3K
3,540
+0%
减持
—
FTAI AVIATION LTD
+$43.9K
1,072
-4%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$42.6K
11,830
+8%
增持
MGV
VANGUARD WORLD FD
+$38.8K
4,621
+3%
增持
IJH
ISHARES TR
+$38.4K
19,124
+1%
增持
ESGU
ISHARES TR
+$37.5K
2,682
+17%
减持
IAGG
ISHARES TR
-$35.3K
4,037
-15%
增持
XSMO
INVESCO EXCHANGE TRADED FD T
+$34.5K
3,896
+7%
增持
UDEC
INNOVATOR ETFS TRUST
+$34.1K
6,721
+17%
减持
QQQ
INVESCO QQQ TR
-$32.9K
473
-5%
减持
IJR
ISHARES TR
+$32.6K
9,124
-0%
减持
—
MEDTRONIC PLC
-$32.4K
2,410
-4%
增持
DOGG
FIRST TR EXCHANGE-TRADED FD
+$32.1K
11,574
+10%
增持
URI
UNITED RENTALS INC
-$31.8K
434
+1%
减持
ICLN
ISHARES TR
+$31.8K
19,640
-1%
