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Bright Futures Wealth Management, LLC. · 13F 持仓分析
期权收益计算器 机构排行

Bright Futures Wealth Management, LLC.

No.8037 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.55亿
环比变动 Q1 2026
+$875.1万+6.0%
持仓股票数
207
新买入
41
加仓
67
减仓
85
清仓
22
持股不变
14
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
苹果AAPL
2.55%2.33%$395.0万1.4万股$340.6万1.3万股+230股+1.71%加仓
VVanEck·CLO ETFCLOI
2.53%2.84%$391.4万7.4万股$415.4万7.9万股-4,903股-6.22%减仓
VanEck ETF信托SMH
2.38%1.5%$368.1万5,612股$218.7万5,703股-91股-1.60%减仓
伯克希尔哈撒韦BRK.B
2.17%2.7%$335.7万6,709股$393.7万8,215股-1,506股-18.33%减仓
博通AVGO
1.93%1.69%$298.6万7,904股$246.7万7,971股-67股-0.84%减仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
1.84%1.62%$284.3万3.2万股$236.8万6,444股+2.6万股+401.92%加仓
RRBB FDTBIL
1.81%2.43%$279.9万5.6万股$355.3万7.1万股-1.5万股-21.21%减仓
AAvantis US Small Cap Value ETFAVDV
1.68%2.23%$260.8万2.5万股$325.1万3.3万股-7,248股-22.26%减仓
英伟达NVDA
1.57%1.41%$242.5万1.2万股$206.6万1.2万股+275股+2.32%加仓
IiShares安硕·FLOATING RATE BOND ETFFLOT
1.54%1.66%$238.3万4.7万股$241.8万4.7万股-771股-1.62%减仓
NNEOS ETF TRUSTCSHI
1.53%1.28%$236.2万4.7万股$186.3万3.7万股+1.0万股+26.72%加仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
1.52%1.88%$235.8万2.9万股$275.3万3.3万股-4,620股-13.86%减仓
美光科技MU
1.51%0.56%$234.3万2,030股$82.3万2,437股-407股-16.70%减仓
亚马逊AMZN
1.35%1.42%$209.6万8,796股$207.6万9,967股-1,171股-11.75%减仓
IInnovator ETF信托IMAR
1.29%$199.9万6.6万股$00股+6.6万股新买入
CCARPENTER TECHNOLOGYCRS
1.29%0.87%$199.7万3,237股$127.6万3,237股00.00%持仓不变
IINVESCO EXCH TRADED FD TR II KBW PPTY CASUTKBWP
1.28%1.56%$197.8万1.6万股$227.4万1.9万股-3,508股-18.35%减仓
SSPDR道富系列信托BILS
1.22%1.16%$188.6万1.9万股$169.3万1.7万股+1,949股+11.45%加仓
J骏利亨德森JAAA
1.19%1.03%$184.9万3.7万股$150.0万3.0万股+6,824股+22.91%加仓
IInnovator ETF信托PMAR
1.1%2.74%$170.7万3.6万股$400.0万9.0万股-5.4万股-60.14%减仓
S道富SPYM
1.06%0.29%$163.4万1.9万股$42.5万5,549股+1.3万股+235.05%加仓
EETF系列解决方案JULB
1.05%$162.0万5.9万股$00股+5.9万股新买入
IiShares安硕·COREIJH
0.95%0.88%$147.8万1.9万股$129.1万1.9万股+39股+0.20%加仓
F第一信托交易所交易基金FPX
0.94%1.11%$145.0万7,560股$161.6万9,877股-2,317股-23.46%减仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.92%0.91%$142.4万8,976股$133.6万9,112股-136股-1.49%减仓
AAlphabet Inc Class CGOOG
0.91%0.42%$141.0万3,991股$61.0万2,126股+1,865股+87.72%加仓
SSELECT STOXX EUROPE AEROSPACE & DEFEUAD
0.89%1.23%$137.2万3.3万股$179.9万4.4万股-1.2万股-26.36%减仓
FFT VEST LAD AUTO CALL BARRIERACYN
0.88%$136.6万6.6万股$00股+6.6万股新买入
IiShares安硕·COREIJR
0.88%0.78%$135.8万9,157股$113.4万9,124股+33股+0.36%加仓
通用动力GD
0.86%0.98%$132.4万3,738股$143.6万4,184股-446股-10.66%减仓
杜克能源DUK
0.85%1.12%$131.7万1.0万股$163.6万1.2万股-2,093股-16.75%减仓
VANECK AGRIBUSINESS ETFMOO
0.85%1.07%$131.4万1.7万股$156.6万1.9万股-1,935股-10.44%减仓
IiShares安硕信托IOO
0.83%0.72%$128.7万9,425股$105.0万8,677股+748股+8.62%加仓
IiShares安硕POWR
0.82%0.96%$126.7万4.5万股$140.4万5.4万股-8,201股-15.32%减仓
CCALAMOS ETF TRCAIE
0.8%0.32%$123.5万4.5万股$46.5万1.8万股+2.7万股+145.47%加仓
IiShares安硕·RUSSELL 2000 VALUE ETFIWN
0.79%$121.7万5,504股$00股+5,504股新买入
S道富·EET SPDR S&P METALS & MINING ETFXME
0.77%0.91%$119.6万1.1万股$133.6万1.2万股-1,187股-9.59%减仓
IISHARES MSCI EUROPE FINANCIALS ETFEUFN
0.77%0.99%$119.5万3.1万股$144.6万4.1万股-1.1万股-26.10%减仓
微软MSFT
0.75%0.71%$115.6万3,100股$104.0万2,810股+290股+10.32%加仓
IINNOVATOR ETFS TRUSTLJUL
0.72%0.93%$112.0万4.7万股$135.8万5.7万股-9,913股-17.40%减仓
思科CSCO
0.72%0.5%$111.0万9,446股$73.1万9,426股+20股+0.21%加仓
SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO
0.71%0.75%$110.5万4.6万股$110.3万4.5万股+329股+0.72%加仓
摩根大通JPM
0.71%0.69%$109.9万3,357股$100.6万3,421股-64股-1.87%减仓
SSPDR道富系列信托SJNK
0.71%0.68%$109.4万4.4万股$98.9万4.0万股+4,097股+10.34%加仓
COCA-COLA FEMSA SAB DE CVKOF
0.7%0.88%$108.8万1.0万股$129.3万1.3万股-3,014股-22.75%减仓
SSPDR行业精选信托XLU
0.68%0.83%$104.5万2.3万股$121.9万2.7万股-3,503股-13.19%减仓
SSPDR标普500 ETFSPY
0.67%0.65%$103.2万1,382股$95.7万1,471股-89股-6.05%减仓
AAMPLIFY ETF TRIDVO
0.67%0.76%$103.0万2.5万股$111.0万2.7万股-2,900股-10.57%减仓
IINVESCO PHLX SEMICONDUCTOR ETFSOXQ
0.66%0.53%$101.9万9,090股$78.1万1.3万股-3,990股-30.50%减仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUN
0.65%$100.6万2.3万股$00股+2.3万股新买入

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