Brio Consultants, LLC
SAN FRANCISCO CA · SEC CIK 0001747799
$8.53亿2026Q2 申报市值
164持仓数
55.2%前十大占比 · 第一大 10.2%
9 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPYM 加仓+$283.79万
GTO 加仓+$265.08万
BND 加仓+$219.91万
RDDT 新建仓+$217.81万
MUB 加仓+$107.48万
2026Q2 卖出最多 按季末市值估算
VUG 减仓-$5,602.77万
IWF 减仓-$553.56万
VO 减仓-$476.83万
MGK 减仓-$143.28万
VOO 减仓-$74.04万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $149.58万 | 0.18% | 20,994 | -425 | -2.0% | -$3.03万 | 减仓 |
| VO | VANGUARD INDEX FDS | $157.81万 | 0.18% | 19,586 | -59,182 | -75.1% | -$476.83万 | 减仓 |
| — | NEW YORK LIFE INVTS ACTIVE E | $163.51万 | 0.19% | 75,044 | 12,782 | 20.5% | $27.85万 | 加仓 |
| IGF | ISHARES TR | $167.16万 | 0.20% | 25,100 | 409 | 1.7% | $2.72万 | 加仓 |
| MSFT | MICROSOFT CORP | $178.26万 | 0.21% | 4,779 | 326 | 7.3% | $12.16万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $179.21万 | 0.21% | 26,624 | 65 | 0.2% | $4,375 | 加仓 |
| IWF | ISHARES TR | $182.75万 | 0.21% | 14,718 | -44,582 | -75.2% | -$553.56万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $184.89万 | 0.22% | 66,747 | 491 | 0.7% | $1.36万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $207.43万 | 0.24% | 52,275 | 2,024 | 4.0% | $8.03万 | 加仓 |
| COWZ | PACER FDS TR | $209.15万 | 0.25% | 33,626 | -88 | -0.3% | -$5,474 | 减仓 |
| — | DBX ETF TR | $217.65万 | 0.26% | 48,695 | 607 | 1.3% | $2.71万 | 加仓 |
| RDDT | REDDIT INC | $217.81万 | 0.26% | 12,548 | 12,548 | — | $217.81万 | 新建仓 |
| AMZN | AMAZON COM INC | $234.84万 | 0.28% | 9,853 | 456 | 4.9% | $10.87万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $243.54万 | 0.29% | 102,848 | 3,120 | 3.1% | $7.39万 | 加仓 |
| NFRA | FLEXSHARES TR | $258.51万 | 0.30% | 40,317 | 376 | 0.9% | $2.41万 | 加仓 |
| GOOGL | ALPHABET INC | $272.03万 | 0.32% | 7,612 | 770 | 11.3% | $27.52万 | 加仓 |
| NANR | SPDR INDEX SHS FDS | $305.07万 | 0.36% | 40,406 | 2,201 | 5.8% | $16.62万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $316.16万 | 0.37% | 8,544 | -107 | -1.2% | -$3.96万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $335.84万 | 0.39% | 9,915 | -42 | -0.4% | -$1.42万 | 减仓 |
| GOOG | ALPHABET INC | $351.81万 | 0.41% | 9,957 | -301 | -2.9% | -$10.64万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $374.99万 | 0.44% | 49,083 | 10,108 | 25.9% | $77.23万 | 加仓 |
| SUSB | ISHARES TR | $381.60万 | 0.45% | 152,702 | 3,861 | 2.6% | $9.65万 | 加仓 |
| ESGD | ISHARES TR | $406.25万 | 0.48% | 39,514 | 497 | 1.3% | $5.11万 | 加仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $407.33万 | 0.48% | 146,521 | -1,232 | -0.8% | -$3.42万 | 减仓 |
| SHM | SPDR SERIES TRUST | $413.72万 | 0.48% | 86,254 | 1,102 | 1.3% | $5.29万 | 加仓 |
| NUDM | NUSHARES ETF TR | $417.85万 | 0.49% | 104,411 | 880 | 0.8% | $3.52万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $480.22万 | 0.56% | 24,000 | 809 | 3.5% | $16.19万 | 加仓 |
| EAGG | ISHARES TR | $517.82万 | 0.61% | 109,222 | 4,306 | 4.1% | $20.41万 | 加仓 |
| MUB | ISHARES TR | $555.02万 | 0.65% | 51,572 | 9,987 | 24.0% | $107.48万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $592.55万 | 0.69% | 58,901 | 1,210 | 2.1% | $12.17万 | 加仓 |
| ISTB | ISHARES TR | $595.40万 | 0.70% | 123,399 | 180 | 0.1% | $8,685 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $606.78万 | 0.71% | 82,219 | 1,361 | 1.7% | $10.04万 | 加仓 |
| IEFA | ISHARES TR | $646.15万 | 0.76% | 66,903 | 818 | 1.2% | $7.90万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $651.38万 | 0.76% | 224,925 | 365 | 0.2% | $1.06万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $696.28万 | 0.82% | 137,455 | 4,523 | 3.4% | $22.91万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $769.32万 | 0.90% | 60,066 | -253 | -0.4% | -$3.24万 | 减仓 |
| SUB | ISHARES TR | $809.02万 | 0.95% | 75,986 | 3,620 | 5.0% | $38.54万 | 加仓 |
| EFA | ISHARES TR | $821.63万 | 0.96% | 79,094 | -795 | -1.0% | -$8.26万 | 减仓 |
| GUNR | FLEXSHARES TR | $843.07万 | 0.99% | 171,078 | 2,838 | 1.7% | $13.99万 | 加仓 |
| USSG | DBX ETF TR | $867.97万 | 1.02% | 124,959 | -717 | -0.6% | -$4.98万 | 减仓 |
| DSI | ISHARES TR | $890.00万 | 1.04% | 62,504 | -395 | -0.6% | -$5.62万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $890.10万 | 1.04% | 104,118 | 320 | 0.3% | $2.74万 | 加仓 |
| INTF | ISHARES TR | $909.70万 | 1.07% | 222,095 | -1,431 | -0.6% | -$5.86万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $913.97万 | 1.07% | 38,626 | -71 | -0.2% | -$1.68万 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $918.41万 | 1.08% | 95,653 | -675 | -0.7% | -$6.48万 | 减仓 |
| AAPL | APPLE INC | $932.61万 | 1.09% | 32,230 | 317 | 1.0% | $9.17万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $1,080.66万 | 1.27% | 245,437 | 5,444 | 2.3% | $23.97万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,115.41万 | 1.31% | 129,488 | -650,428 | -83.4% | -$5,602.77万 | 减仓 |
| CMF | ISHARES TR | $1,155.21万 | 1.35% | 200,419 | 3,292 | 1.7% | $18.98万 | 加仓 |
| IFRA | ISHARES TR | $1,190.05万 | 1.39% | 188,776 | 2,439 | 1.3% | $15.38万 | 加仓 |
| IUSG | ISHARES TR | $1,419.96万 | 1.66% | 75,494 | -881 | -1.2% | -$16.57万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,616.31万 | 1.89% | 183,922 | 32,293 | 21.3% | $283.79万 | 加仓 |
| SMMD | ISHARES TR | $1,616.70万 | 1.89% | 176,437 | 3,392 | 2.0% | $31.08万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $1,782.08万 | 2.09% | 528,257 | 1,073 | 0.2% | $3.62万 | 加仓 |
| IAGG | ISHARES TR | $1,811.44万 | 2.12% | 357,992 | 7,097 | 2.0% | $35.91万 | 加仓 |
| TIPX | SPDR SERIES TRUST | $1,910.97万 | 2.24% | 1,009,494 | 24,202 | 2.5% | $45.81万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $2,195.69万 | 2.57% | 424,043 | 14,650 | 3.6% | $75.86万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $3,971.80万 | 4.65% | 869,104 | 15,460 | 1.8% | $70.65万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $4,217.42万 | 4.94% | 396,710 | 9,527 | 2.5% | $101.28万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $5,008.87万 | 5.87% | 994,021 | 17,985 | 1.8% | $90.63万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $5,861.09万 | 6.87% | 1,250,499 | 56,556 | 4.7% | $265.08万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $6,362.52万 | 7.46% | 1,880,176 | 10,372 | 0.6% | $35.10万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $7,014.34万 | 8.22% | 955,502 | 29,956 | 3.2% | $219.91万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $8,724.41万 | 10.22% | 127,028 | -1,078 | -0.8% | -$74.04万 | 减仓 |