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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $8,522.90万 | 9.87% | 128,106 | -2,908 | -2.2% | -$193.47万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $6,778.70万 | 7.85% | 925,546 | 33,730 | 3.8% | $247.04万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $6,211.49万 | 7.19% | 1,869,804 | -265,380 | -12.4% | -$881.59万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $5,677.66万 | 6.57% | 129,986 | 108,407 | 502.4% | $4,735.11万 | 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 |
| SPDW | SPDR INDEX SHS FDS | $4,801.12万 | 5.56% | 976,036 | 3,752 | 0.4% | $18.46万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $3,942.69万 | 4.56% | 387,183 | 12,714 | 3.4% | $129.47万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $3,849.93万 | 4.46% | 853,644 | -168,901 | -16.5% | -$761.74万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $2,113.70万 | 2.45% | 409,393 | 145,938 | 55.4% | $753.48万 | 加仓 |
| TIPX | SPDR SERIES TRUST | $1,893.73万 | 2.19% | 985,292 | 38,622 | 4.1% | $74.23万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $1,778.72万 | 2.06% | 527,184 | 7,680 | 1.5% | $25.91万 | 加仓 |
| IAGG | ISHARES TR | $1,749.91万 | 2.03% | 350,895 | 14,120 | 4.2% | $70.42万 | 加仓 |
| SMMD | ISHARES TR | $1,488.54万 | 1.72% | 173,045 | 63,764 | 58.3% | $548.50万 | 加仓 |
| IUSG | ISHARES TR | $1,372.77万 | 1.59% | 76,375 | -5,085 | -6.2% | -$91.40万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,291.72万 | 1.50% | 151,629 | 90,183 | 146.8% | $768.27万 | 加仓 |
| IFRA | ISHARES TR | $1,171.50万 | 1.36% | 186,337 | -1,945 | -1.0% | -$12.23万 | 减仓 |
| CMF | ISHARES TR | $1,125.99万 | 1.30% | 197,127 | -1,050 | -0.5% | -$6.00万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $1,060.05万 | 1.23% | 239,993 | 10,716 | 4.7% | $47.33万 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $928.98万 | 1.08% | 96,328 | -3,320 | -3.3% | -$32.02万 | 减仓 |
| GUNR | FLEXSHARES TR | $926.16万 | 1.07% | 168,240 | -15,741 | -8.6% | -$86.65万 | 减仓 |
| INTF | ISHARES TR | $913.55万 | 1.06% | 223,526 | -14,469 | -6.1% | -$59.13万 | 减仓 |
| AAPL | APPLE INC | $906.90万 | 1.05% | 31,913 | -788 | -2.4% | -$22.39万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $885.69万 | 1.03% | 38,697 | -3,349 | -8.0% | -$76.65万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $865.78万 | 1.00% | 103,798 | -5,505 | -5.0% | -$45.92万 | 减仓 |
| DSI | ISHARES TR | $856.43万 | 0.99% | 62,899 | 3,998 | 6.8% | $54.44万 | 加仓 |
| USSG | DBX ETF TR | $838.43万 | 0.97% | 125,676 | 8,691 | 7.4% | $57.98万 | 加仓 |
| EFA | ISHARES TR | $815.18万 | 0.94% | 79,889 | 564 | 0.7% | $5.76万 | 加仓 |
| SUB | ISHARES TR | $769.17万 | 0.89% | 72,366 | 2,473 | 3.5% | $26.29万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $742.59万 | 0.86% | 60,319 | -982 | -1.6% | -$12.09万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $668.25万 | 0.77% | 132,932 | 769 | 0.6% | $3.87万 | 加仓 |
| IEFA | ISHARES TR | $630.65万 | 0.73% | 66,085 | -5,064 | -7.1% | -$48.33万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $627.42万 | 0.73% | 224,560 | 53,804 | 31.5% | $150.33万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $597.38万 | 0.69% | 80,858 | -1,718 | -2.1% | -$12.69万 | 减仓 |
| ISTB | ISHARES TR | $594.66万 | 0.69% | 123,219 | -904 | -0.7% | -$4.36万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $574.78万 | 0.67% | 57,691 | 3,297 | 6.1% | $32.85万 | 加仓 |
| EAGG | ISHARES TR | $496.25万 | 0.57% | 104,916 | 16,045 | 18.1% | $75.89万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $455.71万 | 0.53% | 23,191 | -1,598 | -6.4% | -$31.40万 | 减仓 |
| MUB | ISHARES TR | $444.00万 | 0.51% | 41,585 | -2,185 | -5.0% | -$23.33万 | 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 |
| SHM | SPDR SERIES TRUST | $406.68万 | 0.47% | 85,152 | -333 | -0.4% | -$1.59万 | 减仓 |
| GOOG | ALPHABET INC | $394.18万 | 0.46% | 10,258 | 545 | 5.6% | $20.94万 | 加仓 |
| NUDM | NUSHARES ETF TR | $394.14万 | 0.46% | 103,531 | 6,704 | 6.9% | $25.52万 | 加仓 |
| ESGD | ISHARES TR | $393.41万 | 0.46% | 39,017 | 1,557 | 4.2% | $15.70万 | 加仓 |
| SUSB | ISHARES TR | $371.65万 | 0.43% | 148,841 | 22,011 | 17.4% | $54.96万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $325.67万 | 0.38% | 9,957 | 2,000 | 25.1% | $65.42万 | 加仓 |
| NANR | SPDR INDEX SHS FDS | $316.73万 | 0.37% | 38,205 | -3,088 | -7.5% | -$25.60万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $308.83万 | 0.36% | 8,651 | 113 | 1.3% | $4.03万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $294.61万 | 0.34% | 38,975 | 997 | 2.6% | $7.54万 | 加仓 |
| GOOGL | ALPHABET INC | $265.75万 | 0.31% | 6,842 | -42 | -0.6% | -$1.63万 | 减仓 |
| NFRA | FLEXSHARES TR | $261.82万 | 0.30% | 39,941 | -1,277 | -3.1% | -$8.37万 | 减仓 |
| AMZN | AMAZON COM INC | $257.05万 | 0.30% | 9,397 | 1,146 | 13.9% | $31.35万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $232.46万 | 0.27% | 99,728 | -4,151 | -4.0% | -$9.68万 | 减仓 |
| COWZ | PACER FDS TR | $214.62万 | 0.25% | 33,714 | -1,636 | -4.6% | -$10.41万 | 减仓 |
| — | DBX ETF TR | $205.77万 | 0.24% | 48,088 | 13,375 | 38.5% | $57.23万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $205.73万 | 0.24% | 50,251 | 7,341 | 17.1% | $30.05万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $198.74万 | 0.23% | 26,559 | -2,909 | -9.9% | -$21.77万 | 减仓 |
| MSFT | MICROSOFT CORP | $183.20万 | 0.21% | 4,453 | -229 | -4.9% | -$9.42万 | 减仓 |
| IWF | ISHARES TR | $178.51万 | 0.21% | 14,825 | 11,396 | 332.3% | $137.22万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $176.57万 | 0.20% | 66,256 | -3,682 | -5.3% | -$9.81万 | 减仓 |
| IGF | ISHARES TR | $167.90万 | 0.19% | 24,691 | -302 | -1.2% | -$2.05万 | 减仓 |
| VO | VANGUARD INDEX FDS | $153.01万 | 0.18% | 19,692 | 13,924 | 241.4% | $108.19万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $147.75万 | 0.17% | 21,419 | 387 | 1.8% | $2.67万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $144.83万 | 0.17% | 28,713 | -11,698 | -28.9% | -$59.00万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $140.90万 | 0.16% | 21,927 | 57 | 0.3% | $3,663 | 加仓 |
| — | NEW YORK LIFE INVTS ACTIVE E | $134.91万 | 0.16% | 62,262 | 14,216 | 29.6% | $30.80万 | 加仓 |
| NUSC | NUSHARES ETF TR | $132.30万 | 0.15% | 26,863 | 7,616 | 39.6% | $37.51万 | 加仓 |
| DGRO | ISHARES TR | $130.94万 | 0.15% | 17,849 | -3,119 | -14.9% | -$22.88万 | 减仓 |
| BGRN | ISHARES TR | $125.24万 | 0.14% | 26,426 | 4,876 | 22.6% | $23.11万 | 加仓 |
| EEMV | ISHARES INC | $123.70万 | 0.14% | 17,299 | -651 | -3.6% | -$4.66万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $117.21万 | 0.14% | 10,305 | -424 | -4.0% | -$4.82万 | 减仓 |
| V | VISA INC | $113.41万 | 0.13% | 3,522 | -1,878 | -34.8% | -$60.47万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $112.63万 | 0.13% | 31,434 | 1,713 | 5.8% | $6.14万 | 加仓 |
| VB | VANGUARD INDEX FDS | $112.07万 | 0.13% | 3,909 | -137 | -3.4% | -$3.93万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $108.85万 | 0.13% | 8,782 | 422 | 5.0% | $5.23万 | 加仓 |
| ILCG | ISHARES TR | $108.59万 | 0.13% | 9,746 | 902 | 10.2% | $10.05万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $107.50万 | 0.12% | 11,226 | -443 | -3.8% | -$4.24万 | 减仓 |
| ITOT | ISHARES TR | $94.60万 | 0.11% | 5,969 | -534 | -8.2% | -$8.46万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $87.16万 | 0.10% | 9,450 | 2,747 | 41.0% | $25.34万 | 加仓 |
| META | META PLATFORMS INC | $87.06万 | 0.10% | 1,439 | 52 | 3.7% | $3.15万 | 加仓 |
| — | ISHARES TR | $84.86万 | 0.10% | 9,481 | 1,261 | 15.3% | $11.29万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $84.28万 | 0.10% | 18,012 | 5,162 | 40.2% | $24.15万 | 加仓 |
| IJR | ISHARES TR | $81.79万 | 0.09% | 5,922 | -314 | -5.0% | -$4.34万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $81.77万 | 0.09% | 2,965 | -5 | -0.2% | -$1,379 | 减仓 |
| IVW | ISHARES TR | $80.33万 | 0.09% | 6,111 | -4 | -0.1% | -$526 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $77.27万 | 0.09% | 10,076 | 295 | 3.0% | $2.26万 | 加仓 |
| AOR | ISHARES TR | $75.18万 | 0.09% | 11,067 | 997 | 9.9% | $6.77万 | 加仓 |
| SUSA | ISHARES TR | $75.11万 | 0.09% | 5,100 | 454 | 9.8% | $6.69万 | 加仓 |
| ORCL | ORACLE CORP | $70.49万 | 0.08% | 3,803 | -610 | -13.8% | -$11.31万 | 减仓 |
| NYF | ISHARES TR | $70.19万 | 0.08% | 13,130 | 3,236 | 32.7% | $17.30万 | 加仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $69.21万 | 0.08% | 6,848 | -151 | -2.2% | -$1.53万 | 减仓 |
| WFC | WELLS FARGO & CO | $69.21万 | 0.08% | 8,663 | 4,540 | 110.1% | $36.27万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $67.76万 | 0.08% | 4,334 | -3 | -0.1% | -$469 | 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 |
| IVV | ISHARES TR | $64.90万 | 0.08% | 893 | -17 | -1.9% | -$1.24万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $64.60万 | 0.07% | 12,885 | -414 | -3.1% | -$2.08万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $63.87万 | 0.07% | 5,667 | 735 | 14.9% | $8.28万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $62.24万 | 0.07% | 21,839 | -865 | -3.8% | -$2.47万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $59.67万 | 0.07% | 932 | -52 | -5.3% | -$3.33万 | 减仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $58.78万 | 0.07% | 21,772 | -518 | -2.3% | -$1.40万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $53.06万 | 0.06% | 8,848 | -268 | -2.9% | -$1.61万 | 减仓 |