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Valtinson Bruner Financial Planning LLC · 13F 持仓分析
期权收益计算器 机构排行

Valtinson Bruner Financial Planning LLC

No.4888 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.99亿
环比变动 Q1 2026
+$3,506.2万+9.6%
持仓股票数
189
新买入
24
加仓
68
减仓
61
清仓
6
持股不变
36
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
IiShares安硕信托ICSH
10.3%10.63%$4,111.5万81.3万股$3,869.3万76.4万股+4.9万股+6.35%加仓
FIRST INTST BANCSYSTEMFIBK
6.07%5.77%$2,422.7万66.3万股$2,100.8万62.2万股+4.1万股+6.61%加仓
TTCW ETF TRUST CORE PLUS BONDXTWY
5.68%6.11%$2,265.0万60.3万股$2,224.1万59.2万股+1.2万股+1.99%加仓
VVANGUARD EXTENDED DURATION TREASURY INDEX FUND ETF SHARESEDV
5.47%5.9%$2,183.2万33.5万股$2,148.0万33.1万股+4,747股+1.44%加仓
S道富SPYM
5.1%4.6%$2,034.0万23.1万股$1,675.1万21.9万股+1.3万股+5.75%加仓
V先锋领航债券指数基金VUSB
4.13%4.66%$1,649.2万33.1万股$1,694.6万34.0万股-9,089股-2.67%减仓
S道富SPYV
4.05%3.91%$1,616.7万26.6万股$1,422.2万25.1万股+1.5万股+5.81%加仓
F第一信托交易所交易基金VIBUFQ
3.99%3.79%$1,593.4万40.6万股$1,379.8万39.1万股+1.5万股+3.87%加仓
HHAWKINSHWKN
3.08%3.73%$1,229.5万8.7万股$1,358.3万8.8万股-1,903股-2.15%减仓
SSPDR道富指数基金SPDW
2.99%2.86%$1,191.6万23.6万股$1,040.8万22.8万股+8,492股+3.72%加仓
IInnovator ETF信托DDFO
2.76%2.9%$1,102.4万49.0万股$1,054.5万49.2万股-1,821股-0.37%减仓
SSPDR道富指数基金SPEM
2.62%2.47%$1,046.2万20.2万股$897.6万19.1万股+1.1万股+5.59%加仓
IINNOVATOR U.S. EQUITY BUFFER ETF - MAYBMAY
2.25%2.42%$898.8万19.0万股$881.4万19.6万股-6,602股-3.36%减仓
F第一信托交易所交易基金VIFAPR
1.72%1.85%$686.4万14.7万股$672.2万15.0万股-2,839股-1.90%减仓
苹果AAPL
1.37%1.32%$546.4万1.9万股$479.9万1.9万股-25股-0.13%减仓
V先锋领航指数基金VB
1.33%1.27%$532.4万1.8万股$462.3万1.8万股-87股-0.49%减仓
SSPDR行业精选信托XLRE
1.26%1.31%$501.3万12.4万股$478.6万11.9万股+5,194股+4.36%加仓
IInnovator ETF信托BMAR
1.01%1.08%$404.6万7.0万股$393.0万7.5万股-4,657股-6.22%减仓
V先锋领航·MIDVO
1.01%0.94%$402.9万5.0万股$342.6万1.2万股+3.8万股+319.12%加仓
FIRST INDL RLTY TRFR
0.98%1.02%$390.8万6.5万股$372.8万6.6万股-793股-1.20%减仓
IiShares安硕信托TLT
0.96%1.1%$383.7万4.4万股$399.0万4.6万股-1,624股-3.53%减仓
微软MSFT
0.9%0.94%$360.5万9,665股$342.9万9,263股+402股+4.34%加仓
PPacer基金信托COWZ
0.83%0.91%$332.1万5.3万股$330.2万5.3万股+611股+1.16%加仓
EELEVATION SERIES TRUST TRUESHARES NOVNOVZ
0.81%0.79%$323.2万6.9万股$286.6万6.8万股+1,091股+1.61%加仓
F第一信托交易所交易基金VIBUFG
0.81%0.8%$322.2万11.0万股$292.5万10.9万股+994股+0.91%加仓
G通用动力VTI
0.74%0.69%$294.5万7,957股$251.2万7,831股+126股+1.61%加仓
I景顺QQQ信托VOO
0.73%0.62%$291.0万3,952股$225.8万3,912股+40股+1.02%加仓
AMD超威AMD
0.73%0.4%$290.8万5,006股$144.7万7,112股-2,106股-29.61%减仓
V先锋领航指数基金VOO
0.71%0.68%$284.4万4,141股$246.4万4,123股+18股+0.44%加仓
F第一信托交易所交易基金VIFOCT
0.67%0.67%$266.3万5.1万股$245.0万5.1万股-467股-0.91%减仓
EELEVATION SERIES TRUST TRUESHARES STRCTJULZ
0.65%0.63%$257.4万5.7万股$229.7万5.7万股-456股-0.80%减仓
V先锋领航国际股票指数基金VSS
0.64%0.63%$256.5万1.7万股$230.2万1.6万股+840股+5.32%加仓
IInnovator ETF信托BFEB
0.63%0.62%$250.6万4.8万股$227.5万4.8万股-77股-0.16%减仓
SSPDR道富系列信托EMHC
0.58%0.54%$233.2万9.2万股$195.9万7.9万股+1.3万股+16.05%加仓
EELEVATION SERIES TRUSTSEPZ
0.58%0.57%$231.2万5.1万股$207.9万5.1万股-321股-0.63%减仓
第一信托交易所交易基金VIFR
0.58%0.58%$230.1万3.8万股$210.9万3.8万股-21股-0.06%减仓
IInnovator ETF信托PSEP
0.56%0.58%$222.7万4.8万股$211.9万4.9万股-871股-1.77%减仓
SSPDR道富系列信托CERY
0.55%0.59%$218.9万6.5万股$214.1万6.1万股+4,732股+7.79%加仓
SSPDR道富系列信托EBND
0.54%0.5%$213.6万10.2万股$180.5万8.7万股+1.5万股+16.71%加仓
SSPDR标普500 ETFSPY
0.52%0.49%$207.5万2,778股$178.4万2,744股+34股+1.24%加仓
IINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARYBSTP
0.49%0.49%$195.8万5.0万股$179.3万5.0万股00.00%持仓不变
FFT VEST LAD AUTO CALL BARRIER and RESILIENT INCACYS
0.47%$187.8万9.1万股$00股+9.1万股新买入
SSSGA ACTIVE TRFISR
0.43%0.41%$169.7万6.6万股$150.3万5.8万股+7,713股+13.20%加仓
伯克希尔哈撒韦BRK.B
0.42%0.44%$165.7万3,312股$158.7万3,312股00.00%持仓不变
亚马逊AMZN
0.4%0.38%$160.7万6,741股$138.9万6,667股+74股+1.11%加仓
贝莱德·ETF TRUST IIBIP
0.39%0.4%$157.3万4.2万股$143.8万4.2万股-295股-0.70%减仓
WELLS FARGO NEWWFC
0.37%0.39%$146.5万1.8万股$141.6万1.8万股-61股-0.34%减仓
IInnovator ETF信托NOCT
0.36%0.36%$143.5万2.3万股$129.4万2.3万股00.00%持仓不变
英伟达NVDA
0.36%0.33%$143.5万7,172股$121.6万6,970股+202股+2.90%加仓
美敦力MDT
0.32%0.43%$129.2万1.7万股$157.4万1.8万股-1,641股-9.03%减仓

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