Brio Consultants, LLC
SAN FRANCISCO CA · SEC CIK 0001747799
$8.64亿2026Q1 申报市值
152持仓数
57.2%前十大占比 · 第一大 9.9%
9 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VUG 加仓+$4,735.11万
SPYM 加仓+$768.27万
SPEM 加仓+$753.48万
SMMD 加仓+$548.50万
GTO 加仓+$263.45万
2026Q1 卖出最多 按季末市值估算
SCHG 减仓-$881.59万
GSIE 减仓-$761.74万
VOO 减仓-$193.47万
SGOV 清仓-$140.19万
IUSG 减仓-$91.40万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $178.51万 | 0.21% | 14,825 | 11,396 | 332.3% | $137.22万 | 加仓 |
| MSFT | MICROSOFT CORP | $183.20万 | 0.21% | 4,453 | -229 | -4.9% | -$9.42万 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $198.74万 | 0.23% | 26,559 | -2,909 | -9.9% | -$21.77万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $205.73万 | 0.24% | 50,251 | 7,341 | 17.1% | $30.05万 | 加仓 |
| — | DBX ETF TR | $205.77万 | 0.24% | 48,088 | 13,375 | 38.5% | $57.23万 | 加仓 |
| COWZ | PACER FDS TR | $214.62万 | 0.25% | 33,714 | -1,636 | -4.6% | -$10.41万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $232.46万 | 0.27% | 99,728 | -4,151 | -4.0% | -$9.68万 | 减仓 |
| AMZN | AMAZON COM INC | $257.05万 | 0.30% | 9,397 | 1,146 | 13.9% | $31.35万 | 加仓 |
| NFRA | FLEXSHARES TR | $261.82万 | 0.30% | 39,941 | -1,277 | -3.1% | -$8.37万 | 减仓 |
| GOOGL | ALPHABET INC | $265.75万 | 0.31% | 6,842 | -42 | -0.6% | -$1.63万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $294.61万 | 0.34% | 38,975 | 997 | 2.6% | $7.54万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $308.83万 | 0.36% | 8,651 | 113 | 1.3% | $4.03万 | 加仓 |
| NANR | SPDR INDEX SHS FDS | $316.73万 | 0.37% | 38,205 | -3,088 | -7.5% | -$25.60万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $325.67万 | 0.38% | 9,957 | 2,000 | 25.1% | $65.42万 | 加仓 |
| SUSB | ISHARES TR | $371.65万 | 0.43% | 148,841 | 22,011 | 17.4% | $54.96万 | 加仓 |
| ESGD | ISHARES TR | $393.41万 | 0.46% | 39,017 | 1,557 | 4.2% | $15.70万 | 加仓 |
| NUDM | NUSHARES ETF TR | $394.14万 | 0.46% | 103,531 | 6,704 | 6.9% | $25.52万 | 加仓 |
| GOOG | ALPHABET INC | $394.18万 | 0.46% | 10,258 | 545 | 5.6% | $20.94万 | 加仓 |
| SHM | SPDR SERIES TRUST | $406.68万 | 0.47% | 85,152 | -333 | -0.4% | -$1.59万 | 减仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $426.86万 | 0.49% | 147,753 | -6,935 | -4.5% | -$20.04万 | 减仓 |
| MUB | ISHARES TR | $444.00万 | 0.51% | 41,585 | -2,185 | -5.0% | -$23.33万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $455.71万 | 0.53% | 23,191 | -1,598 | -6.4% | -$31.40万 | 减仓 |
| EAGG | ISHARES TR | $496.25万 | 0.57% | 104,916 | 16,045 | 18.1% | $75.89万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $574.78万 | 0.67% | 57,691 | 3,297 | 6.1% | $32.85万 | 加仓 |
| ISTB | ISHARES TR | $594.66万 | 0.69% | 123,219 | -904 | -0.7% | -$4.36万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $597.38万 | 0.69% | 80,858 | -1,718 | -2.1% | -$12.69万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $627.42万 | 0.73% | 224,560 | 53,804 | 31.5% | $150.33万 | 加仓 |
| IEFA | ISHARES TR | $630.65万 | 0.73% | 66,085 | -5,064 | -7.1% | -$48.33万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $668.25万 | 0.77% | 132,932 | 769 | 0.6% | $3.87万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $742.59万 | 0.86% | 60,319 | -982 | -1.6% | -$12.09万 | 减仓 |
| SUB | ISHARES TR | $769.17万 | 0.89% | 72,366 | 2,473 | 3.5% | $26.29万 | 加仓 |
| EFA | ISHARES TR | $815.18万 | 0.94% | 79,889 | 564 | 0.7% | $5.76万 | 加仓 |
| USSG | DBX ETF TR | $838.43万 | 0.97% | 125,676 | 8,691 | 7.4% | $57.98万 | 加仓 |
| DSI | ISHARES TR | $856.43万 | 0.99% | 62,899 | 3,998 | 6.8% | $54.44万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $865.78万 | 1.00% | 103,798 | -5,505 | -5.0% | -$45.92万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $885.69万 | 1.03% | 38,697 | -3,349 | -8.0% | -$76.65万 | 减仓 |
| AAPL | APPLE INC | $906.90万 | 1.05% | 31,913 | -788 | -2.4% | -$22.39万 | 减仓 |
| INTF | ISHARES TR | $913.55万 | 1.06% | 223,526 | -14,469 | -6.1% | -$59.13万 | 减仓 |
| GUNR | FLEXSHARES TR | $926.16万 | 1.07% | 168,240 | -15,741 | -8.6% | -$86.65万 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $928.98万 | 1.08% | 96,328 | -3,320 | -3.3% | -$32.02万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $1,060.05万 | 1.23% | 239,993 | 10,716 | 4.7% | $47.33万 | 加仓 |
| CMF | ISHARES TR | $1,125.99万 | 1.30% | 197,127 | -1,050 | -0.5% | -$6.00万 | 减仓 |
| IFRA | ISHARES TR | $1,171.50万 | 1.36% | 186,337 | -1,945 | -1.0% | -$12.23万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,291.72万 | 1.50% | 151,629 | 90,183 | 146.8% | $768.27万 | 加仓 |
| IUSG | ISHARES TR | $1,372.77万 | 1.59% | 76,375 | -5,085 | -6.2% | -$91.40万 | 减仓 |
| SMMD | ISHARES TR | $1,488.54万 | 1.72% | 173,045 | 63,764 | 58.3% | $548.50万 | 加仓 |
| IAGG | ISHARES TR | $1,749.91万 | 2.03% | 350,895 | 14,120 | 4.2% | $70.42万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $1,778.72万 | 2.06% | 527,184 | 7,680 | 1.5% | $25.91万 | 加仓 |
| TIPX | SPDR SERIES TRUST | $1,893.73万 | 2.19% | 985,292 | 38,622 | 4.1% | $74.23万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $2,113.70万 | 2.45% | 409,393 | 145,938 | 55.4% | $753.48万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $3,849.93万 | 4.46% | 853,644 | -168,901 | -16.5% | -$761.74万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $3,942.69万 | 4.56% | 387,183 | 12,714 | 3.4% | $129.47万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $4,801.12万 | 5.56% | 976,036 | 3,752 | 0.4% | $18.46万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $5,597.20万 | 6.48% | 1,193,943 | 56,196 | 4.9% | $263.45万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $5,677.66万 | 6.57% | 129,986 | 108,407 | 502.4% | $4,735.11万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $6,211.49万 | 7.19% | 1,869,804 | -265,380 | -12.4% | -$881.59万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $6,778.70万 | 7.85% | 925,546 | 33,730 | 3.8% | $247.04万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $8,522.90万 | 9.87% | 128,106 | -2,908 | -2.2% | -$193.47万 | 减仓 |