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BFI Wealth Solutions, LLC · 13F 持仓分析
期权收益计算器 机构排行

BFI Wealth Solutions, LLC

No.8485 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.35亿
环比变动 Q1 2026
+$3,078.5万+29.5%
持仓股票数
82
新买入
8
加仓
36
减仓
27
清仓
1
持股不变
11
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
WWisdomTree·FLOATING RATE TREASURY FUNDUSFR
9.76%6.17%$1,318.7万26.2万股$643.6万12.8万股+13.4万股+104.89%加仓
S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX
5.33%4.48%$720.2万23.2万股$466.9万16.7万股+6.5万股+38.81%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPJAN
4.53%4.42%$611.6万12.4万股$460.5万9.9万股+2.4万股+24.59%加仓
IINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARYKJAN
3.84%4.56%$518.9万11.4万股$475.7万11.3万股+498股+0.44%加仓
IINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRILKAPR
3.5%4.15%$472.9万11.9万股$432.2万11.8万股+349股+0.29%加仓
AAvantis·U SAVUV
3.48%0.75%$469.6万3.8万股$77.9万7,000股+3.1万股+437.77%加仓
S嘉信策略信托SCHC
3.22%4%$434.5万8.2万股$417.5万8.4万股-1,595股-1.90%减仓
A美国世纪ETF信托AVLC
3.1%1.52%$418.0万4.6万股$158.8万2.0万股+2.6万股+129.50%加仓
S嘉信·FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETFSCHC
2.81%2.86%$380.0万7.8万股$298.4万6.3万股+1.5万股+24.02%加仓
贝莱德·ETF TRUST IIBIP
2.73%2.92%$369.3万9.9万股$304.4万8.9万股+9,747股+10.94%加仓
IInnovator ETF信托PMAR
2.3%2.83%$310.5万6.5万股$294.8万6.6万股-716股-1.09%减仓
IInnovator ETF信托IJAN
2.23%2.8%$300.9万7.9万股$292.0万8.0万股-695股-0.87%减仓
SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO
2.14%$288.4万11.9万股$00股+11.9万股新买入
S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE
2.12%1.96%$286.4万7.2万股$204.7万5.3万股+1.9万股+35.16%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPOCT
2.03%2.42%$274.3万5.9万股$252.6万5.8万股+885股+1.52%加仓
IInnovator ETF信托IJUL
1.9%1.8%$256.5万7.1万股$188.1万5.5万股+1.6万股+29.21%加仓
IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF
1.84%2.05%$248.7万2.8万股$214.2万2.8万股-55股-0.20%减仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUL
1.77%1.99%$238.7万4.9万股$207.2万4.5万股+4,153股+9.28%加仓
IInnovator ETF信托KJUL
1.68%1.94%$227.0万6.7万股$201.9万6.3万股+4,154股+6.63%加仓
KINDER MORGAN DEL COMKMI
1.64%2.06%$221.5万6.7万股$214.8万6.7万股-307股-0.46%减仓
F第一信托交易所交易基金VISNOV
1.55%1.26%$209.9万7.7万股$130.9万5.2万股+2.5万股+48.21%加仓
IiShares安硕信托LRGF
1.55%1.81%$209.2万2.8万股$188.6万2.8万股-579股-2.05%减仓
WWISDOMTREE TR WISDOMTREE US VAWTV
1.54%1.83%$207.8万2.0万股$190.9万2.0万股+253股+1.25%加仓
IINNOVATOR ETFS TRUST EMRGNG MKT APRILEAPR
1.5%0.96%$202.6万6.2万股$100.6万3.3万股+2.9万股+87.42%加仓
A美国世纪ETF信托AVLV
1.47%0.71%$198.0万2.2万股$74.4万9,155股+1.3万股+137.09%加仓
IInnovator ETF信托IOCT
1.44%1.77%$194.5万5.3万股$184.7万5.2万股+424股+0.81%加仓
IInnovator ETF信托PAPR
1.43%1.79%$193.8万4.6万股$186.3万4.7万股-583股-1.25%减仓
IINNOVATOR ETFS TRUST EMRGNG MKT JANEJAN
1.31%1.24%$177.4万4.9万股$129.0万3.8万股+1.1万股+30.32%加仓
F第一信托交易所交易基金VISAUG
1.23%1.42%$165.7万6.0万股$148.3万5.7万股+2,300股+4.01%加仓
F第一信托交易所交易基金VISFEB
1.19%3.2%$161.1万6.1万股$334.0万13.9万股-7.8万股-55.90%减仓
IInnovator ETF信托PSEP
1.18%1.45%$159.2万3.5万股$151.6万3.5万股-400股-1.14%减仓
IINNOVATOR ETFS TRUST EMERGING MKT PWREOCT
1.08%1.06%$145.5万4.3万股$110.4万3.4万股+8,171股+23.74%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUN
1.05%1.27%$142.3万3.3万股$132.5万3.2万股+1,359股+4.31%加仓
S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA
1.04%1.69%$139.9万3.7万股$176.1万5.4万股-1.7万股-31.37%减仓
IInnovator ETF信托PFEB
1.03%1.43%$139.1万3.2万股$149.2万3.7万股-4,727股-12.76%减仓
IInnovator ETF信托PMAY
1.03%1.09%$138.4万3.4万股$113.5万2.8万股+5,147股+18.14%加仓
IInnovator ETF信托EJUL
0.99%1.06%$134.1万4.3万股$110.1万3.7万股+6,285股+17.15%加仓
IInnovator ETF信托IBUF
0.98%$132.7万4.2万股$00股+4.2万股新买入
IINNOVATOR ETFS TRUST US EQTY PWR BFPAUG
0.97%1.06%$131.3万2.9万股$111.0万2.6万股+2,936股+11.37%加仓
IiShares安硕·INTERNATIONAL EQUITY FACTOR ETFINTF
0.95%1.2%$128.9万3.1万股$125.6万3.2万股-83股-0.26%减仓
F第一信托交易所交易基金VISMAY
0.79%1%$106.9万3.8万股$104.0万3.9万股-1,772股-4.49%减仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPDEC
0.72%0.89%$97.1万2.1万股$92.7万2.2万股-515股-2.38%减仓
IInnovator ETF信托PNOV
0.66%0.88%$88.7万2.0万股$92.2万2.2万股-2,354股-10.53%减仓
IINNOVATOR DEFINED WEALTH SHLD ETFBALT
0.58%0.76%$78.9万2.3万股$79.3万2.4万股-620股-2.62%减仓
IInnovator ETF信托BJAN
0.55%0.66%$74.4万1.3万股$68.7万1.3万股-103股-0.81%减仓
SSIMPLIFY EXCHANGE TRADED FUNHEQT
0.55%0.93%$73.8万2.2万股$97.4万3.1万股-9,008股-29.04%减仓
FFT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBERGDEC
0.55%0.61%$73.6万1.8万股$63.5万1.7万股+1,471股+8.64%加仓
IInnovator ETF信托BOCT
0.48%0.56%$64.2万1.2万股$58.6万1.2万股00.00%持仓不变
F第一信托交易所交易基金VIYDEC
0.47%0.58%$62.9万2.3万股$60.6万2.3万股-6股-0.03%减仓
F第一信托交易所交易基金VIGMAR
0.46%0.56%$61.5万1.4万股$58.3万1.4万股00.00%持仓不变

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