Future Financial Wealth Managment LLC
CINCINNATI OH · SEC CIK 0001801892
$1.55亿2026Q1 申报市值
128持仓数
47.8%前十大占比 · 第一大 10.9%
2 / 4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
IDEQ 新建仓+$257.86万
QQQM 加仓+$98.17万
IGV 重新持有+$75.55万
VOO 加仓+$75.03万
JAAA 加仓+$73.03万
2026Q1 卖出最多 按季末市值估算
XLK 减仓-$225.22万
HEFA 减仓-$224.26万
UPS 减仓-$27.96万
APTV 清仓-$23.15万
TFC 清仓-$23.10万
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 |
|---|---|---|---|---|---|---|---|---|
| APTV | APTIV PLC | $0 | 0.00% | 0 | -3,000 | -100.0% | -$23.15万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -4,700 | -100.0% | -$23.10万 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LYB | LYONDELLBASELL INDUSTRIES N | $0 | 0.00% | 0 | -4,400 | -100.0% | -$21.50万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,000 | -100.0% | -$20.30万 | 清仓 |
| — | CBRE GBL REAL ESTATE INC FD | $4.76万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $7.93万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| IMRX | IMMUNEERING CORP | $10.35万 | 0.07% | 18,000 | 0 | 0.0% | — | 不变 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $11.04万 | 0.07% | 10,000 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $11.51万 | 0.07% | 10,000 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $14.88万 | 0.10% | 11,800 | 0 | 0.0% | — | 不变 |
| BTZ | BLACKROCK CR ALLOCATION | $17.73万 | 0.11% | 17,000 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC | $18.88万 | 0.12% | 18,000 | 0 | 0.0% | — | 不变 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $19.96万 | 0.13% | 18,000 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $20.05万 | 0.13% | 1,985 | -694 | -25.9% | -$7.01万 | 减仓 |
| PYLD | PIMCO ETF TR | $20.23万 | 0.13% | 7,624 | 12 | 0.2% | $318 | 加仓 |
| O | REALTY INCOME CORP | $20.47万 | 0.13% | 3,200 | 2,000 | 166.7% | $12.79万 | 重新持有 |
| HD | HOME DEPOT INC | $20.50万 | 0.13% | 605 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $20.82万 | 0.13% | 444 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $21.61万 | 0.14% | 11,500 | -1,000 | -8.0% | -$1.88万 | 减仓 |
| NKE | NIKE INC | $21.82万 | 0.14% | 4,801 | -117 | -2.4% | -$5,317 | 减仓 |
| CAT | CATERPILLAR INC | $22.18万 | 0.14% | 288 | 20 | 7.5% | $1.54万 | 重新持有 |
| SKT | TANGER INC | $22.26万 | 0.14% | 6,146 | 18 | 0.3% | $652 | 加仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $22.73万 | 0.15% | 17,000 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $23.13万 | 0.15% | 1,739 | 452 | 35.1% | $6.01万 | 重新持有 |
| KR | KROGER CO | $23.38万 | 0.15% | 3,510 | 2 | 0.1% | $133 | 加仓 |
| SDY | SPDR SERIES TRUST | $23.47万 | 0.15% | 1,600 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $23.63万 | 0.15% | 1,278 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $24.20万 | 0.16% | 1,600 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $24.86万 | 0.16% | 2,400 | -2,700 | -52.9% | -$27.96万 | 减仓 |
| MO | ALTRIA GROUP INC | $25.18万 | 0.16% | 3,908 | -50 | -1.3% | -$3,221 | 减仓 |
| INTC | INTEL CORP | $25.33万 | 0.16% | 3,900 | -400 | -9.3% | -$2.60万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $25.93万 | 0.17% | 500 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $26.23万 | 0.17% | 760 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $26.37万 | 0.17% | 10,000 | 400 | 4.2% | $1.05万 | 加仓 |
| GE | GE AEROSPACE | $26.68万 | 0.17% | 850 | 1 | 0.1% | $314 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $29.80万 | 0.19% | 5,344 | 0 | 0.0% | — | 不变 |
| TCHP | T ROWE PRICE ETF INC | $30.44万 | 0.20% | 6,196 | -2 | -0.0% | -$98 | 减仓 |
| SYK | STRYKER CORPORATION | $30.58万 | 0.20% | 896 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $30.66万 | 0.20% | 888 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $30.75万 | 0.20% | 2,200 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $30.88万 | 0.20% | 3,000 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $30.95万 | 0.20% | 5,224 | 648 | 14.2% | $3.84万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $31.26万 | 0.20% | 6,703 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $31.26万 | 0.20% | 3,679 | 0 | 0.0% | — | 不变 |
| TDVG | T ROWE PRICE ETF INC | $31.39万 | 0.20% | 6,738 | 10 | 0.1% | $466 | 加仓 |
| EAT | BRINKER INTL INC | $31.45万 | 0.20% | 2,000 | 0 | 0.0% | — | 不变 |
| — | KKR & CO INC | $32.05万 | 0.21% | 7,300 | 7,300 | — | $32.05万 | 新建仓 |
| IOO | ISHARES TR | $32.23万 | 0.21% | 2,452 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $32.32万 | 0.21% | 3,924 | -198 | -4.8% | -$1.63万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $32.36万 | 0.21% | 13,689 | 300 | 2.2% | $7,092 | 加仓 |
| — | BLACKROCK FLOATING RATE INCO | $34.79万 | 0.22% | 31,744 | -510 | -1.6% | -$5,590 | 减仓 |
| KEY | KEYCORP | $36.02万 | 0.23% | 16,700 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $36.14万 | 0.23% | 11,399 | 30 | 0.3% | $951 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $36.27万 | 0.23% | 2,413 | -14,985 | -86.1% | -$225.22万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $36.40万 | 0.23% | 520 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $37.28万 | 0.24% | 19,650 | -650 | -3.2% | -$1.23万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $38.36万 | 0.25% | 4,068 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $38.52万 | 0.25% | 5,324 | 2 | 0.0% | $145 | 加仓 |
| VICI | VICI PPTYS INC | $39.38万 | 0.25% | 14,000 | 596 | 4.4% | $1.68万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $39.49万 | 0.25% | 5,110 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $39.87万 | 0.26% | 13,008 | 286 | 2.2% | $8,766 | 加仓 |
| DVY | ISHARES TR | $41.15万 | 0.27% | 2,710 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $41.29万 | 0.27% | 5,200 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $42.64万 | 0.27% | 1,088 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $42.88万 | 0.28% | 1,175 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $43.27万 | 0.28% | 8,429 | 98 | 1.2% | $5,030 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $44.18万 | 0.28% | 28,175 | -2,000 | -6.6% | -$3.14万 | 减仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $44.49万 | 0.29% | 92,116 | -2,104 | -2.2% | -$1.02万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $44.96万 | 0.29% | 5,394 | 0 | 0.0% | — | 不变 |
| XEVVX | EATON VANCE LIMITED DURATION | $45.70万 | 0.29% | 48,157 | -738 | -1.5% | -$7,004 | 减仓 |
| VVR | INVESCO SR INCOME TR | $48.05万 | 0.31% | 154,502 | -7,020 | -4.3% | -$2.18万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $48.34万 | 0.31% | 28,041 | -505 | -1.8% | -$8,706 | 减仓 |
| IAU | ISHARES GOLD TR | $49.63万 | 0.32% | 5,500 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $49.66万 | 0.32% | 39,073 | -3,852 | -9.0% | -$4.90万 | 减仓 |
| V | VISA INC | $50.32万 | 0.32% | 1,593 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $51.45万 | 0.33% | 4,124 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $51.77万 | 0.33% | 5,591 | 1 | 0.0% | $93 | 加仓 |
| AVGO | BROADCOM INC | $56.71万 | 0.37% | 1,429 | 14 | 1.0% | $5,556 | 加仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $57.39万 | 0.37% | 14,000 | 0 | 0.0% | — | 不变 |
| — | PIMCO HIGH INCOME FD | $59.79万 | 0.39% | 127,753 | -2,530 | -1.9% | -$1.18万 | 减仓 |
| USB | US BANCORP | $60.34万 | 0.39% | 10,704 | 10 | 0.1% | $564 | 加仓 |
| T | AT&T INC | $60.99万 | 0.39% | 23,955 | -374 | -1.5% | -$9,522 | 减仓 |
| MLPA | GLOBAL X FDS | $61.69万 | 0.40% | 11,704 | -331 | -2.8% | -$1.74万 | 减仓 |
| STXF | EA SERIES TRUST | $62.77万 | 0.40% | 13,899 | -2,170 | -13.5% | -$9.80万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $64.41万 | 0.42% | 2,698 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $64.58万 | 0.42% | 3,255 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $66.16万 | 0.43% | 4,440 | 1 | 0.0% | $149 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $67.08万 | 0.43% | 2,136 | 75 | 3.6% | $2.36万 | 加仓 |
| PFE | PFIZER INC | $68.41万 | 0.44% | 25,162 | 3,004 | 13.6% | $8.17万 | 加仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $75.75万 | 0.49% | 15,428 | -394 | -2.5% | -$1.93万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $76.37万 | 0.49% | 3,120 | 2 | 0.1% | $490 | 加仓 |
| IVV | ISHARES TR | $77.77万 | 0.50% | 1,106 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $80.07万 | 0.52% | 2,375 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $80.99万 | 0.52% | 4,017 | -68 | -1.7% | -$1.37万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $81.09万 | 0.52% | 6,336 | 24 | 0.4% | $3,071 | 加仓 |
| — | BARINGS CORPORATE INVS | $84.36万 | 0.54% | 47,021 | 189 | 0.4% | $3,391 | 加仓 |
| IRM | IRON MTN INC DEL | $86.82万 | 0.56% | 7,646 | -410 | -5.1% | -$4.66万 | 减仓 |
| MSFT | MICROSOFT CORP | $89.27万 | 0.58% | 2,171 | 272 | 14.3% | $11.18万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $90.42万 | 0.58% | 2,956 | 0 | 0.0% | — | 不变 |