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BRIGHT FINANCIAL ADVISORS, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

BRIGHT FINANCIAL ADVISORS, INC.

报告期 2026-03-31 · CIK 0002022456

持仓数

67

前50大市值合计

$214.5M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AGG ISHARES TR

CORE US AGGBD ET

$35.8M

361,118

16.7%

GLD SPDR GOLD TR

GOLD SHS

$23.8M

55,284

11.1%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$20.9M

109,140

9.8%

IVV ISHARES TR

CORE S&P500 ETF

$14.0M

21,490

6.5%

IJR ISHARES TR

CORE S&P SCP ETF

$11.5M

92,770

5.4%

GAL SSGA ACTIVE ETF TR

STATE STREET GLO

$8.7M

175,129

4.0%

GLDM WORLD GOLD TR

SPDR GLD MINIS

$7.9M

85,526

3.7%

NVDA NVIDIA CORPORATION

COM

$7.7M

44,371

3.6%

SYK STRYKER CORPORATION

COM

$7.7M

23,515

3.6%

IJH ISHARES TR

CORE S&P MCP ETF

$7.3M

108,561

3.4%

SDVY FIRST TR EXCHANGE TRADED FD

SMID RISNG ETF

$7.2M

182,228

3.4%

AAPL APPLE INC

COM

$5.1M

20,189

2.4%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$5.0M

7

2.3%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$4.7M

14,724

2.2%

DUSB DIMENSIONAL ETF TRUST

ULTRASHORT FIXED

$4.2M

82,029

1.9%

— EATON CORP PLC

SHS

$4.1M

11,529

1.9%

QQQM INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF

$3.7M

15,754

1.7%

QQQ INVESCO QQQ TR

UNIT SER 1

$3.5M

5,984

1.6%

MTUM ISHARES TR

MSCI USA MMENTM

$2.8M

11,841

1.3%

VGT VANGUARD WORLD FD

INF TECH ETF

$2.7M

3,826

1.2%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$2.5M

3,831

1.2%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$2.0M

43,951

0.9%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$1.8M

3,833

0.9%

NOBL PROSHARES TR

S&P 500 DV ARIST

$1.8M

16,799

0.8%

IAU ISHARES GOLD TR

ISHARES NEW

$1.6M

17,962

0.7%

— EXXON MOBIL CORP

COM

$1.4M

8,501

0.7%

AMZN AMAZON COM INC

COM

$1.4M

6,921

0.7%

SGOV ISHARES TR

0-3 MNTH TREASRY

$1.4M

13,828

0.6%

EFA ISHARES TR

MSCI EAFE ETF

$1.1M

11,814

0.5%

SOXX ISHARES TR

ISHARES SEMICDTR

$1.0M

3,067

0.5%

SHY ISHARES TR

1 3 YR TREAS BD

$756.4K

9,161

0.4%

MSFT MICROSOFT CORP

COM

$667.8K

1,804

0.3%

WMT WALMART INC

COM

$654.7K

5,268

0.3%

VHT VANGUARD WORLD FD

HEALTH CAR ETF

$644.1K

2,365

0.3%

ZTS ZOETIS INC

CL A

$616.6K

5,216

0.3%

CVX CHEVRON CORPORATION

COM

$602.1K

2,910

0.3%

CAT CATERPILLAR INC

COM

$541.0K

763

0.3%

XAR SPDR SERIES TRUST

STATE STREET SPD

$537.2K

2,115

0.3%

GOOG ALPHABET INC

CAP STK CL C

$488.9K

1,704

0.2%

PM PHILIP MORRIS INTL INC

COM

$474.2K

2,868

0.2%

SHOP SHOPIFY INC

CL A SUB VTG SHS

$466.9K

3,936

0.2%

TSLA TESLA INC

COM

$461.0K

1,240

0.2%

MO ALTRIA GROUP INC

COM

$418.0K

6,335

0.2%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$411.1K

688

0.2%

VOX VANGUARD WORLD FD

COMM SRVC ETF

$398.5K

2,216

0.2%

IBM INTERNATIONAL BUSINESS MACHS

COM

$375.0K

1,547

0.2%

CSCO CISCO SYS INC

COM

$316.7K

4,082

0.1%

VTEB VANGUARD MUN BD FDS

TAX EXEMPT BD

$312.1K

6,255

0.1%

MUNI PIMCO ETF TR

INTER MUN BD ACT

$310.1K

5,942

0.1%

ABBV ABBVIE INC

COM

$294.5K

1,354

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

54%前 6 大占比

AGG16.7%GLD11.1%RSP9.8%IVV6.5%IJR5.4%GAL4.0%