Valtinson Bruner Financial Planning LLC
NEW BRIGHTON MN · SEC CIK 0001761450
$3.99亿2026Q2 申报市值
189持仓数
50.9%前十大占比 · 第一大 10.3%
22 / 6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
ICSH 加仓+$245.31万
FIRST TR EXCHANG 新建仓+$187.77万
BUFR 加仓+$150.17万
SPYM 加仓+$110.63万
SPYV 加仓+$88.71万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$122.33万
HON 减仓-$65.74万
VUSB 减仓-$45.25万
BMAY 减仓-$31.26万
INTU 清仓-$30.71万
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 |
|---|---|---|---|---|---|---|---|---|
| INTU | INTUIT | $0 | 0.00% | 0 | -710 | -100.0% | -$30.71万 | 清仓 |
| — | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -4,800 | -100.0% | -$24.36万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -331 | -100.0% | -$23.26万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -8,880 | -100.0% | -$21.29万 | 清仓 |
| DCI | DONALDSON INC | $0 | 0.00% | 0 | -2,427 | -100.0% | -$20.60万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,126 | -100.0% | -$20.44万 | 清仓 |
| BIZD | VANECK ETF TRUST | $18.86万 | 0.05% | 14,895 | 120 | 0.8% | $1,519 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $20.02万 | 0.05% | 6,313 | 6,313 | — | $20.02万 | 新建仓 |
| SCHI | SCHWAB STRATEGIC TR | $20.11万 | 0.05% | 8,881 | 8,881 | — | $20.11万 | 新建仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $20.18万 | 0.05% | 4,482 | 4,482 | — | $20.18万 | 新建仓 |
| CAIE | CALAMOS ETF TR | $20.34万 | 0.05% | 7,473 | 7,473 | — | $20.34万 | 新建仓 |
| IEFA | ISHARES TR | $20.60万 | 0.05% | 2,133 | -162 | -7.1% | -$1.56万 | 减仓 |
| DE | DEERE & CO | $20.94万 | 0.05% | 330 | 330 | — | $20.94万 | 新建仓 |
| GE | GE AEROSPACE | $20.97万 | 0.05% | 561 | 561 | — | $20.97万 | 新建仓 |
| USXF | ISHARES TR | $21.13万 | 0.05% | 3,043 | 3,043 | — | $21.13万 | 新建仓 |
| BP | BP PLC | $21.30万 | 0.05% | 5,765 | -200 | -3.4% | -$7,390 | 减仓 |
| IWD | ISHARES TR | $21.31万 | 0.05% | 879 | 879 | — | $21.31万 | 新建仓 |
| NULG | NUSHARES ETF TR | $21.83万 | 0.05% | 1,865 | 1,865 | — | $21.83万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $21.86万 | 0.05% | 2,409 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $21.92万 | 0.05% | 2,145 | 2,145 | — | $21.92万 | 新建仓 |
| ITOT | ISHARES TR | $22.03万 | 0.06% | 1,341 | 1,341 | — | $22.03万 | 新建仓 |
| GEV | GE VERNOVA INC | $22.09万 | 0.06% | 188 | 188 | — | $22.09万 | 新建仓 |
| — | RBB FD INC | $22.23万 | 0.06% | 4,607 | 42 | 0.9% | $2,026 | 加仓 |
| GAL | SSGA ACTIVE ETF TR | $22.32万 | 0.06% | 4,225 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $22.62万 | 0.06% | 2,050 | 2,050 | — | $22.62万 | 新建仓 |
| — | EXXON MOBIL CORP | $22.65万 | 0.06% | 1,657 | -168 | -9.2% | -$2.30万 | 减仓 |
| UTEN | RBB FD INC | $22.92万 | 0.06% | 5,305 | 24 | 0.5% | $1,037 | 加仓 |
| USFR | WISDOMTREE TR | $23.03万 | 0.06% | 4,574 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $23.35万 | 0.06% | 2,826 | 2,324 | 462.9% | $19.20万 | 重新持有 |
| BJUL | INNOVATOR ETFS TRUST | $23.91万 | 0.06% | 4,403 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $24.03万 | 0.06% | 1,721 | 1,721 | — | $24.03万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $24.06万 | 0.06% | 3,088 | 233 | 8.2% | $1.82万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $24.16万 | 0.06% | 8,341 | 22 | 0.3% | $637 | 加仓 |
| MTUM | ISHARES TR | $24.45万 | 0.06% | 713 | -91 | -11.3% | -$3.12万 | 重新持有 |
| SCHJ | SCHWAB STRATEGIC TR | $24.58万 | 0.06% | 9,968 | 9,968 | — | $24.58万 | 新建仓 |
| GLW | CORNING INC | $24.92万 | 0.06% | 975 | 975 | — | $24.92万 | 新建仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $25.01万 | 0.06% | 4,539 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $25.15万 | 0.06% | 4,164 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $25.31万 | 0.06% | 4,669 | -325 | -6.5% | -$1.76万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $25.48万 | 0.06% | 500 | 13 | 2.7% | $6,625 | 加仓 |
| DSI | ISHARES TR | $25.57万 | 0.06% | 1,796 | -15 | -0.8% | -$2,136 | 减仓 |
| MMM | 3M CO | $25.61万 | 0.06% | 1,582 | 1 | 0.1% | $162 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $25.83万 | 0.06% | 3,386 | -13 | -0.4% | -$992 | 减仓 |
| SYK | STRYKER CORPORATION | $26.11万 | 0.07% | 829 | 2 | 0.2% | $630 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $26.40万 | 0.07% | 4,970 | 34 | 0.7% | $1,806 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $26.59万 | 0.07% | 4,505 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $26.64万 | 0.07% | 2,353 | 96 | 4.3% | $1.09万 | 加仓 |
| — | RBB FD INC | $26.91万 | 0.07% | 6,305 | -288 | -4.4% | -$1.23万 | 减仓 |
| CBZ | CBIZ INC | $27.32万 | 0.07% | 8,517 | -161 | -1.9% | -$5,165 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $27.47万 | 0.07% | 6,019 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $28.01万 | 0.07% | 816 | -15 | -1.8% | -$5,148 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $28.71万 | 0.07% | 870 | 1 | 0.1% | $330 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $28.71万 | 0.07% | 1,213 | 1 | 0.1% | $237 | 加仓 |
| NUBD | NUSHARES ETF TR | $29.48万 | 0.07% | 13,319 | 13,319 | — | $29.48万 | 新建仓 |
| META | META PLATFORMS INC | $29.53万 | 0.07% | 524 | 23 | 4.6% | $1.30万 | 加仓 |
| BSEP | INNOVATOR ETFS TRUST | $29.70万 | 0.07% | 5,633 | 0 | 0.0% | — | 不变 |
| CVLC | MORGAN STANLEY ETF TRUST | $29.96万 | 0.08% | 3,172 | 0 | 0.0% | — | 不变 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $30.44万 | 0.08% | 11,795 | 1,570 | 15.4% | $4.05万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $30.52万 | 0.08% | 8,985 | -1,072 | -10.7% | -$3.64万 | 减仓 |
| JNK | SPDR SERIES TRUST | $30.53万 | 0.08% | 3,168 | 800 | 33.8% | $7.71万 | 加仓 |
| EEM | ISHARES TR | $31.27万 | 0.08% | 4,571 | -91 | -2.0% | -$6,225 | 减仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $31.35万 | 0.08% | 14,837 | 77 | 0.5% | $1,627 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $31.47万 | 0.08% | 3,926 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $31.64万 | 0.08% | 5,301 | -402 | -7.0% | -$2.40万 | 减仓 |
| IVV | ISHARES TR | $31.68万 | 0.08% | 423 | 1 | 0.2% | $749 | 加仓 |
| VV | VANGUARD INDEX FDS | $31.91万 | 0.08% | 928 | 0 | 0.0% | — | 不变 |
| TIPX | SPDR SERIES TRUST | $32.59万 | 0.08% | 17,214 | 606 | 3.6% | $1.15万 | 加仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $32.72万 | 0.08% | 7,431 | 0 | 0.0% | — | 不变 |
| SPIP | SPDR SERIES TRUST | $32.97万 | 0.08% | 12,837 | 2 | 0.0% | $51 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $32.97万 | 0.08% | 11,805 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $33.05万 | 0.08% | 12,600 | 798 | 6.8% | $2.09万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $33.10万 | 0.08% | 7,463 | 0 | 0.0% | — | 不变 |
| PMAY | INNOVATOR ETFS TRUST | $33.31万 | 0.08% | 8,066 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $33.33万 | 0.08% | 3,637 | 3,637 | — | $33.33万 | 新建仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $33.94万 | 0.09% | 14,784 | 110 | 0.7% | $2,525 | 加仓 |
| IWF | ISHARES TR | $34.08万 | 0.09% | 2,744 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $34.10万 | 0.09% | 5,985 | -37 | -0.6% | -$2,108 | 减仓 |
| AVGO | BROADCOM INC | $34.72万 | 0.09% | 919 | 26 | 2.9% | $9,824 | 加仓 |
| SPIB | SPDR SERIES TRUST | $34.92万 | 0.09% | 10,436 | -784 | -7.0% | -$2.62万 | 减仓 |
| RY | ROYAL BK CDA | $35.62万 | 0.09% | 1,721 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $35.70万 | 0.09% | 14,789 | 0 | 0.0% | — | 不变 |
| GWX | SPDR INDEX SHS FDS | $35.79万 | 0.09% | 8,179 | -92 | -1.1% | -$4,026 | 减仓 |
| SLV | ISHARES SILVER TR | $37.62万 | 0.09% | 7,036 | -210 | -2.9% | -$1.12万 | 减仓 |
| KJAN | INNOVATOR ETFS TRUST | $37.63万 | 0.09% | 8,247 | -659 | -7.4% | -$3.01万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $38.01万 | 0.10% | 3,255 | 3,255 | — | $38.01万 | 新建仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $38.40万 | 0.10% | 11,023 | -90 | -0.8% | -$3,136 | 减仓 |
| IYW | ISHARES TR | $38.97万 | 0.10% | 1,545 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $39.86万 | 0.10% | 2,898 | 1 | 0.0% | $138 | 加仓 |
| TRP | TC ENERGY CORP | $39.91万 | 0.10% | 6,021 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $40.81万 | 0.10% | 17,008 | 241 | 1.4% | $5,783 | 加仓 |
| OTTR | OTTER TAIL CORP | $40.84万 | 0.10% | 4,539 | -278 | -5.8% | -$2.50万 | 减仓 |
| — | RBB FD INC | $41.06万 | 0.10% | 8,627 | 32 | 0.4% | $1,523 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $41.48万 | 0.10% | 9,038 | 0 | 0.0% | — | 不变 |
| BDEC | INNOVATOR ETFS TRUST | $41.64万 | 0.10% | 7,827 | -1,712 | -17.9% | -$9.11万 | 减仓 |
| TLH | ISHARES TR | $42.56万 | 0.11% | 4,241 | -742 | -14.9% | -$7.45万 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $44.12万 | 0.11% | 8,229 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $45.75万 | 0.11% | 2,795 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $46.17万 | 0.12% | 611 | -61 | -9.1% | -$4.61万 | 减仓 |
| — | RBB FD INC | $46.88万 | 0.12% | 11,524 | -1,726 | -13.0% | -$7.02万 | 减仓 |
| IWB | ISHARES TR | $46.89万 | 0.12% | 1,145 | 0 | 0.0% | — | 不变 |