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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -13,966 | -100.0% | -$140.19万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MATX | MATSON INC | $0 | 0.00% | 0 | -1,850 | -100.0% | -$22.86万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BA | BOEING CO | $0 | 0.00% | 0 | -1,003 | -100.0% | -$21.78万 | 清仓 |
| NMR | NOMURA HLDGS INC | $9.49万 | 0.01% | 12,031 | 217 | 1.8% | $1,712 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $9.68万 | 0.01% | 18,648 | -2,228 | -10.7% | -$1.16万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $20.23万 | 0.02% | 556 | -106 | -16.0% | -$3.86万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $20.32万 | 0.02% | 3,424 | 3,424 | — | $20.32万 | 新建仓 |
| GEV | GE VERNOVA INC | $20.48万 | 0.02% | 187 | 187 | — | $20.48万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $20.90万 | 0.02% | 3,820 | 3,820 | — | $20.90万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $21.28万 | 0.02% | 2,435 | -112 | -4.4% | -$9,789 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $21.42万 | 0.02% | 692 | -365 | -34.5% | -$11.30万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $21.56万 | 0.02% | 941 | 941 | — | $21.56万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $21.61万 | 0.03% | 748 | -62 | -7.7% | -$1.79万 | 重新持有 |
| ED | CONSOLIDATED EDISON INC | $21.73万 | 0.03% | 1,991 | -61 | -3.0% | -$6,658 | 减仓 |
| MS | MORGAN STANLEY | $22.05万 | 0.03% | 1,165 | 1,165 | — | $22.05万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $22.06万 | 0.03% | 537 | 537 | — | $22.06万 | 新建仓 |
| QCOM | QUALCOMM INC | $22.07万 | 0.03% | 1,183 | -34 | -2.8% | -$6,343 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $22.27万 | 0.03% | 7,377 | -663 | -8.2% | -$2.00万 | 重新持有 |
| TJX | TJX COS INC NEW | $22.36万 | 0.03% | 1,443 | -228 | -13.6% | -$3.53万 | 减仓 |
| CRM | SALESFORCE INC | $22.37万 | 0.03% | 1,197 | -50 | -4.0% | -$9,346 | 减仓 |
| SDY | SPDR SERIES TRUST | $23.16万 | 0.03% | 1,559 | 3 | 0.2% | $446 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $23.56万 | 0.03% | 880 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $23.66万 | 0.03% | 749 | -110 | -12.8% | -$3.48万 | 减仓 |
| GLD | SPDR GOLD TR | $23.83万 | 0.03% | 570 | 570 | — | $23.83万 | 新建仓 |
| IUSB | ISHARES TR | $23.87万 | 0.03% | 5,186 | -568 | -9.9% | -$2.61万 | 减仓 |
| PEP | PEPSICO INC | $24.34万 | 0.03% | 1,570 | -231 | -12.8% | -$3.58万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $25.09万 | 0.03% | 273 | 29 | 11.9% | $2.66万 | 加仓 |
| MRK | MERCK & CO INC | $25.19万 | 0.03% | 2,226 | -12 | -0.5% | -$1,358 | 减仓 |
| MA | MASTERCARD INCORPORATED | $26.10万 | 0.03% | 525 | 3 | 0.6% | $1,491 | 加仓 |
| DIS | DISNEY WALT CO | $26.83万 | 0.03% | 2,670 | 142 | 5.6% | $1.43万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $27.62万 | 0.03% | 11,383 | 3 | 0.0% | $73 | 加仓 |
| AVGO | BROADCOM INC | $27.86万 | 0.03% | 652 | 46 | 7.6% | $1.97万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $28.05万 | 0.03% | 1,332 | -84 | -5.9% | -$1.77万 | 减仓 |
| WMT | WALMART INC | $28.27万 | 0.03% | 2,162 | -637 | -22.8% | -$8.33万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $28.62万 | 0.03% | 10,818 | -437 | -3.9% | -$1.16万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $28.84万 | 0.03% | 5,367 | -294 | -5.2% | -$1.58万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $29.52万 | 0.03% | 831 | 831 | — | $29.52万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $30.83万 | 0.04% | 3,337 | 165 | 5.2% | $1.52万 | 加仓 |
| NFLX | NETFLIX INC. | $31.08万 | 0.04% | 3,536 | 396 | 12.6% | $3.48万 | 加仓 |
| INTC | INTEL CORP | $31.23万 | 0.04% | 2,888 | 2,888 | — | $31.23万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $32.77万 | 0.04% | 704 | -83 | -10.5% | -$3.86万 | 减仓 |
| — | EXXON MOBIL CORP | $33.19万 | 0.04% | 2,143 | -388 | -15.3% | -$6.01万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $33.32万 | 0.04% | 4,256 | 998 | 30.6% | $7.81万 | 加仓 |
| CSCO | CISCO SYS INC | $33.58万 | 0.04% | 3,561 | -175 | -4.7% | -$1.65万 | 减仓 |
| MGK | VANGUARD WORLD FD | $33.95万 | 0.04% | 3,986 | 3,448 | 640.9% | $29.37万 | 重新持有 |
| ASML | ASML HLDG NV | $36.22万 | 0.04% | 251 | -5 | -2.0% | -$7,215 | 减仓 |
| CAT | CATERPILLAR INC | $36.27万 | 0.04% | 401 | -94 | -19.0% | -$8.50万 | 减仓 |
| BAC | BANK AMERICA CORP | $37.87万 | 0.04% | 7,129 | -147 | -2.0% | -$7,808 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $41.04万 | 0.05% | 567 | 18 | 3.3% | $1.30万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $41.11万 | 0.05% | 7,895 | 322 | 4.3% | $1.68万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $42.95万 | 0.05% | 3,378 | 620 | 22.5% | $7.88万 | 加仓 |
| LLY | ELI LILLY & CO | $45.33万 | 0.05% | 458 | 31 | 7.3% | $3.07万 | 加仓 |
| QINT | AMERICAN CENTY ETF TR | $46.19万 | 0.05% | 6,688 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $48.76万 | 0.06% | 715 | -188 | -20.8% | -$12.82万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $49.13万 | 0.06% | 5,010 | -135 | -2.6% | -$1.32万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $53.06万 | 0.06% | 8,848 | -268 | -2.9% | -$1.61万 | 减仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $58.78万 | 0.07% | 21,772 | -518 | -2.3% | -$1.40万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $59.67万 | 0.07% | 932 | -52 | -5.3% | -$3.33万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $62.24万 | 0.07% | 21,839 | -865 | -3.8% | -$2.47万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $63.87万 | 0.07% | 5,667 | 735 | 14.9% | $8.28万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $64.60万 | 0.07% | 12,885 | -414 | -3.1% | -$2.08万 | 减仓 |
| IVV | ISHARES TR | $64.90万 | 0.08% | 893 | -17 | -1.9% | -$1.24万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $65.73万 | 0.08% | 13,026 | -2,571 | -16.5% | -$12.97万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $67.76万 | 0.08% | 4,334 | -3 | -0.1% | -$469 | 减仓 |
| WFC | WELLS FARGO & CO | $69.21万 | 0.08% | 8,663 | 4,540 | 110.1% | $36.27万 | 加仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $69.21万 | 0.08% | 6,848 | -151 | -2.2% | -$1.53万 | 减仓 |
| NYF | ISHARES TR | $70.19万 | 0.08% | 13,130 | 3,236 | 32.7% | $17.30万 | 加仓 |
| ORCL | ORACLE CORP | $70.49万 | 0.08% | 3,803 | -610 | -13.8% | -$11.31万 | 减仓 |
| SUSA | ISHARES TR | $75.11万 | 0.09% | 5,100 | 454 | 9.8% | $6.69万 | 加仓 |
| AOR | ISHARES TR | $75.18万 | 0.09% | 11,067 | 997 | 9.9% | $6.77万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $77.27万 | 0.09% | 10,076 | 295 | 3.0% | $2.26万 | 加仓 |
| IVW | ISHARES TR | $80.33万 | 0.09% | 6,111 | -4 | -0.1% | -$526 | 减仓 |
| LRCX | LAM RESEARCH CORP | $81.77万 | 0.09% | 2,965 | -5 | -0.2% | -$1,379 | 减仓 |
| IJR | ISHARES TR | $81.79万 | 0.09% | 5,922 | -314 | -5.0% | -$4.34万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $84.28万 | 0.10% | 18,012 | 5,162 | 40.2% | $24.15万 | 加仓 |
| — | ISHARES TR | $84.86万 | 0.10% | 9,481 | 1,261 | 15.3% | $11.29万 | 加仓 |
| META | META PLATFORMS INC | $87.06万 | 0.10% | 1,439 | 52 | 3.7% | $3.15万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $87.16万 | 0.10% | 9,450 | 2,747 | 41.0% | $25.34万 | 加仓 |
| ITOT | ISHARES TR | $94.60万 | 0.11% | 5,969 | -534 | -8.2% | -$8.46万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $107.50万 | 0.12% | 11,226 | -443 | -3.8% | -$4.24万 | 减仓 |
| ILCG | ISHARES TR | $108.59万 | 0.13% | 9,746 | 902 | 10.2% | $10.05万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $108.85万 | 0.13% | 8,782 | 422 | 5.0% | $5.23万 | 加仓 |
| VB | VANGUARD INDEX FDS | $112.07万 | 0.13% | 3,909 | -137 | -3.4% | -$3.93万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $112.63万 | 0.13% | 31,434 | 1,713 | 5.8% | $6.14万 | 加仓 |
| V | VISA INC | $113.41万 | 0.13% | 3,522 | -1,878 | -34.8% | -$60.47万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $117.21万 | 0.14% | 10,305 | -424 | -4.0% | -$4.82万 | 减仓 |
| EEMV | ISHARES INC | $123.70万 | 0.14% | 17,299 | -651 | -3.6% | -$4.66万 | 减仓 |
| BGRN | ISHARES TR | $125.24万 | 0.14% | 26,426 | 4,876 | 22.6% | $23.11万 | 加仓 |
| DGRO | ISHARES TR | $130.94万 | 0.15% | 17,849 | -3,119 | -14.9% | -$22.88万 | 减仓 |
| NUSC | NUSHARES ETF TR | $132.30万 | 0.15% | 26,863 | 7,616 | 39.6% | $37.51万 | 加仓 |
| — | NEW YORK LIFE INVTS ACTIVE E | $134.91万 | 0.16% | 62,262 | 14,216 | 29.6% | $30.80万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $140.90万 | 0.16% | 21,927 | 57 | 0.3% | $3,663 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $144.83万 | 0.17% | 28,713 | -11,698 | -28.9% | -$59.00万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $147.75万 | 0.17% | 21,419 | 387 | 1.8% | $2.67万 | 加仓 |
| VO | VANGUARD INDEX FDS | $153.01万 | 0.18% | 19,692 | 13,924 | 241.4% | $108.19万 | 加仓 |
| IGF | ISHARES TR | $167.90万 | 0.19% | 24,691 | -302 | -1.2% | -$2.05万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $176.57万 | 0.20% | 66,256 | -3,682 | -5.3% | -$9.81万 | 减仓 |