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 |
|---|---|---|---|---|---|---|---|---|
| NMR | NOMURA HLDGS INC | $10.23万 | 0.01% | 11,656 | -375 | -3.1% | -$3,293 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $12.33万 | 0.01% | 21,157 | 2,509 | 13.5% | $1.46万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $20.16万 | 0.02% | 2,222 | 2,222 | — | $20.16万 | 新建仓 |
| KO | COCA COLA CO | $20.23万 | 0.02% | 2,489 | 2,489 | — | $20.23万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $20.43万 | 0.02% | 3,422 | -2 | -0.1% | -$119 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $20.53万 | 0.02% | 8,192 | 8,192 | — | $20.53万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $20.64万 | 0.02% | 3,820 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $20.79万 | 0.02% | 1,125 | -58 | -4.9% | -$1.07万 | 减仓 |
| GLD | SPDR GOLD TR | $20.99万 | 0.02% | 570 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $21.01万 | 0.02% | 2,153 | 2,153 | — | $21.01万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $21.07万 | 0.02% | 618 | 618 | — | $21.07万 | 新建仓 |
| MS | MORGAN STANLEY | $21.11万 | 0.02% | 1,010 | -155 | -13.3% | -$3.24万 | 减仓 |
| ABBV | ABBVIE INC | $21.24万 | 0.02% | 844 | 844 | — | $21.24万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $21.55万 | 0.03% | 704 | -44 | -5.9% | -$1.35万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $21.96万 | 0.03% | 6,078 | 6,078 | — | $21.96万 | 新建仓 |
| PEP | PEPSICO INC | $22.04万 | 0.03% | 1,628 | 58 | 3.7% | $7,853 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $22.32万 | 0.03% | 537 | -19 | -3.4% | -$7,897 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $23.07万 | 0.03% | 2,085 | 94 | 4.7% | $1.04万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $23.30万 | 0.03% | 880 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $23.37万 | 0.03% | 2,428 | -242 | -9.1% | -$2.33万 | 减仓 |
| TSLA | TESLA INC | $23.39万 | 0.03% | 556 | -19 | -3.3% | -$7,991 | 重新持有 |
| VXF | VANGUARD INDEX FDS | $23.43万 | 0.03% | 952 | 11 | 1.2% | $2,707 | 加仓 |
| TJX | TJX COS INC NEW | $23.65万 | 0.03% | 1,561 | 118 | 8.2% | $1.79万 | 加仓 |
| SDY | SPDR SERIES TRUST | $23.79万 | 0.03% | 1,563 | 4 | 0.3% | $609 | 加仓 |
| IUSB | ISHARES TR | $23.94万 | 0.03% | 5,188 | 2 | 0.0% | $92 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.06万 | 0.03% | 856 | 85 | 11.0% | $2.39万 | 重新持有 |
| GEV | GE VERNOVA INC | $24.55万 | 0.03% | 209 | 22 | 11.8% | $2.58万 | 加仓 |
| HD | HOME DEPOT INC | $24.61万 | 0.03% | 698 | 13 | 1.9% | $4,583 | 重新持有 |
| WMT | WALMART INC | $24.73万 | 0.03% | 2,183 | 21 | 1.0% | $2,379 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $24.88万 | 0.03% | 246 | -27 | -9.9% | -$2.73万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $25.01万 | 0.03% | 10,189 | -629 | -5.8% | -$1.54万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $25.27万 | 0.03% | 8,125 | 748 | 10.1% | $2.33万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $25.91万 | 0.03% | 766 | 17 | 2.3% | $5,750 | 加仓 |
| NFLX | NETFLIX INC. | $26.53万 | 0.03% | 3,715 | 179 | 5.1% | $1.28万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $26.89万 | 0.03% | 2,828 | 393 | 16.1% | $3.74万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $27.72万 | 0.03% | 11,383 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $27.80万 | 0.03% | 849 | 157 | 22.7% | $5.14万 | 加仓 |
| KLAC | KLA CORP | $29.33万 | 0.03% | 972 | 972 | — | $29.33万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $30.99万 | 0.04% | 5,374 | 7 | 0.1% | $404 | 加仓 |
| MRK | MERCK & CO INC | $31.20万 | 0.04% | 2,428 | 202 | 9.1% | $2.60万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $31.29万 | 0.04% | 3,391 | 54 | 1.6% | $4,983 | 加仓 |
| — | EXXON MOBIL CORP | $31.65万 | 0.04% | 2,315 | 172 | 8.0% | $2.35万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $31.77万 | 0.04% | 1,419 | 87 | 6.5% | $1.95万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $31.84万 | 0.04% | 620 | 95 | 18.1% | $4.88万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $31.88万 | 0.04% | 3,872 | -384 | -9.0% | -$3.16万 | 减仓 |
| MGK | VANGUARD WORLD FD | $31.94万 | 0.04% | 3,633 | -16,297 | -81.8% | -$143.28万 | 减仓 |
| AVGO | BROADCOM INC | $33.36万 | 0.04% | 883 | 231 | 35.4% | $8.73万 | 加仓 |
| INTC | INTEL CORP | $34.81万 | 0.04% | 2,493 | -395 | -13.7% | -$5.52万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $36.47万 | 0.04% | 6,913 | -982 | -12.4% | -$5.18万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $38.68万 | 0.05% | 773 | 69 | 9.8% | $3.45万 | 加仓 |
| AMAT | APPLIED MATLS INC | $41.50万 | 0.05% | 574 | 37 | 6.9% | $2.68万 | 加仓 |
| BAC | BANK OF AMER CORP | $42.81万 | 0.05% | 7,513 | 384 | 5.4% | $2.19万 | 加仓 |
| CAT | CATERPILLAR INC | $44.94万 | 0.05% | 422 | 21 | 5.2% | $2.24万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $45.08万 | 0.05% | 3,409 | 31 | 0.9% | $4,099 | 加仓 |
| CRM | SALESFORCE INC | $45.65万 | 0.05% | 2,914 | 1,717 | 143.4% | $26.90万 | 加仓 |
| QINT | AMERICAN CENTY ETF TR | $46.43万 | 0.05% | 6,688 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $47.75万 | 0.06% | 822 | -9 | -1.1% | -$5,228 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $51.45万 | 0.06% | 689 | 122 | 21.5% | $9.11万 | 加仓 |
| QQQ | INVESCO QQQ TR | $52.83万 | 0.06% | 717 | 2 | 0.3% | $1,474 | 加仓 |
| SPYV | SPDR SERIES TRUST | $53.83万 | 0.06% | 8,856 | 8 | 0.1% | $486 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $54.23万 | 0.06% | 5,045 | 35 | 0.7% | $3,763 | 加仓 |
| ORCL | ORACLE CORP | $55.86万 | 0.07% | 3,812 | 9 | 0.2% | $1,319 | 加仓 |
| WFC | WELLS FARGO & CO | $57.64万 | 0.07% | 6,974 | -1,689 | -19.5% | -$13.96万 | 减仓 |
| LLY | ELI LILLY & CO | $58.11万 | 0.07% | 484 | 26 | 5.7% | $3.12万 | 加仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $58.61万 | 0.07% | 21,168 | -604 | -2.8% | -$1.67万 | 减仓 |
| ASML | ASML HLDG NV | $60.68万 | 0.07% | 305 | 54 | 21.5% | $10.74万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $64.62万 | 0.08% | 21,958 | 119 | 0.5% | $3,502 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $65.25万 | 0.08% | 12,903 | -123 | -0.9% | -$6,220 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $66.38万 | 0.08% | 5,623 | -44 | -0.8% | -$5,195 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $68.50万 | 0.08% | 4,334 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $69.55万 | 0.08% | 10,007 | -1,060 | -9.6% | -$7.37万 | 减仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $71.48万 | 0.08% | 6,969 | 121 | 1.8% | $1.24万 | 加仓 |
| IVV | ISHARES TR | $75.54万 | 0.09% | 1,009 | 116 | 13.0% | $8.68万 | 加仓 |
| NYF | ISHARES TR | $76.56万 | 0.09% | 14,202 | 1,072 | 8.2% | $5.78万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $77.29万 | 0.09% | 10,077 | 1 | 0.0% | $77 | 加仓 |
| SUSA | ISHARES TR | $78.94万 | 0.09% | 5,116 | 16 | 0.3% | $2,469 | 加仓 |
| CSCO | CISCO SYS INC | $80.71万 | 0.09% | 6,871 | 3,310 | 93.0% | $38.88万 | 加仓 |
| IVW | ISHARES TR | $84.05万 | 0.10% | 6,111 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $85.78万 | 0.10% | 9,592 | 111 | 1.2% | $9,926 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $87.01万 | 0.10% | 18,536 | 524 | 2.9% | $2.46万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $91.16万 | 0.11% | 9,448 | -2 | -0.0% | -$193 | 减仓 |
| IJR | ISHARES TR | $92.38万 | 0.11% | 6,229 | 307 | 5.2% | $4.55万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $97.96万 | 0.11% | 19,368 | 6,483 | 50.3% | $32.79万 | 加仓 |
| ITOT | ISHARES TR | $98.05万 | 0.11% | 5,969 | 0 | 0.0% | — | 不变 |
| GSST | GOLDMAN SACHS ETF TR | $102.03万 | 0.12% | 20,175 | -8,538 | -29.7% | -$43.18万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $102.73万 | 0.12% | 890 | -42 | -4.5% | -$4.85万 | 减仓 |
| META | META PLATFORMS INC | $105.95万 | 0.12% | 1,881 | 442 | 30.7% | $24.90万 | 加仓 |
| ILCG | ISHARES TR | $108.27万 | 0.13% | 9,252 | -494 | -5.1% | -$5.78万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $110.30万 | 0.13% | 11,438 | 212 | 1.9% | $2.04万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $113.61万 | 0.13% | 8,889 | 107 | 1.2% | $1.37万 | 加仓 |
| V | VISA INC | $117.50万 | 0.14% | 3,425 | -97 | -2.8% | -$3.33万 | 减仓 |
| VB | VANGUARD INDEX FDS | $118.89万 | 0.14% | 3,922 | 13 | 0.3% | $3,941 | 加仓 |
| SPYG | SPDR SERIES TRUST | $119.13万 | 0.14% | 10,012 | -293 | -2.8% | -$3.49万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $125.58万 | 0.15% | 2,898 | -67 | -2.3% | -$2.90万 | 减仓 |
| BGRN | ISHARES TR | $128.57万 | 0.15% | 27,083 | 657 | 2.5% | $3.12万 | 加仓 |
| EEMV | ISHARES INC | $128.63万 | 0.15% | 17,087 | -212 | -1.2% | -$1.60万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $131.03万 | 0.15% | 34,427 | 2,993 | 9.5% | $11.39万 | 加仓 |
| DGRO | ISHARES TR | $131.98万 | 0.15% | 17,414 | -435 | -2.4% | -$3.30万 | 减仓 |
| NUSC | NUSHARES ETF TR | $141.57万 | 0.17% | 27,162 | 299 | 1.1% | $1.56万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $148.74万 | 0.17% | 22,016 | 89 | 0.4% | $6,013 | 加仓 |