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 |
|---|---|---|---|---|---|---|---|---|
| PCEF | INVESCO EXCH TRADED FD TR II | $90.97万 | 0.59% | 45,942 | -212 | -0.5% | -$4,198 | 减仓 |
| QQQ | INVESCO QQQ TR | $91.58万 | 0.59% | 1,437 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $92.07万 | 0.59% | 4,103 | 6 | 0.1% | $1,346 | 加仓 |
| META | META PLATFORMS INC | $95.63万 | 0.62% | 1,424 | -105 | -6.9% | -$7.05万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $97.65万 | 0.63% | 16,699 | -66 | -0.4% | -$3,860 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $101.21万 | 0.65% | 24,202 | -940 | -3.7% | -$3.93万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $111.75万 | 0.72% | 5,619 | 559 | 11.0% | $11.12万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $115.07万 | 0.74% | 25,554 | -187 | -0.7% | -$8,421 | 减仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $118.21万 | 0.76% | 57,270 | -58 | -0.1% | -$1,197 | 减仓 |
| ABBV | ABBVIE INC | $124.04万 | 0.80% | 5,951 | 5 | 0.1% | $1,042 | 加仓 |
| LLY | ELI LILLY & CO | $158.69万 | 1.02% | 1,753 | 10 | 0.6% | $9,052 | 加仓 |
| BIZD | VANECK ETF TRUST | $162.29万 | 1.05% | 123,225 | 12,951 | 11.7% | $17.06万 | 加仓 |
| AMZN | AMAZON COM INC | $170.02万 | 1.10% | 6,842 | -207 | -2.9% | -$5.14万 | 减仓 |
| IGV | ISHARES TR | $230.38万 | 1.48% | 27,763 | 9,104 | 48.8% | $75.55万 | 重新持有 |
| AAPL | APPLE INC | $234.44万 | 1.51% | 8,799 | -148 | -1.7% | -$3.94万 | 减仓 |
| ITA | ISHARES TR | $245.28万 | 1.58% | 10,482 | 363 | 3.6% | $8.49万 | 加仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $257.86万 | 1.66% | 75,731 | 75,731 | — | $257.86万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $265.73万 | 1.71% | 17,983 | 593 | 3.4% | $8.76万 | 加仓 |
| HEFA | ISHARES TR | $279.32万 | 1.80% | 62,643 | -50,294 | -44.5% | -$224.26万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $301.18万 | 1.94% | 65,546 | -2,471 | -3.6% | -$11.35万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $301.82万 | 1.95% | 23,844 | 1,946 | 8.9% | $24.63万 | 加仓 |
| SMH | VANECK ETF TRUST | $313.53万 | 2.02% | 6,921 | 111 | 1.6% | $5.03万 | 加仓 |
| SHYG | ISHARES TR | $316.31万 | 2.04% | 74,217 | -1,834 | -2.4% | -$7.82万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $339.51万 | 2.19% | 73,487 | -2,586 | -3.4% | -$11.95万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $356.88万 | 2.30% | 24,890 | 7 | 0.0% | $1,004 | 加仓 |
| GOOG | ALPHABET INC | $381.76万 | 2.46% | 11,414 | -100 | -0.9% | -$3.34万 | 减仓 |
| PFFA | ETFIS SER TR I | $409.59万 | 2.64% | 189,099 | -1,373 | -0.7% | -$2.97万 | 减仓 |
| TSPA | T ROWE PRICE ETF INC | $529.55万 | 3.41% | 119,727 | 5,202 | 4.5% | $23.01万 | 加仓 |
| IWY | ISHARES TR | $619.80万 | 3.99% | 22,623 | 990 | 4.6% | $27.12万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $650.68万 | 4.19% | 143,384 | 4,845 | 3.5% | $21.99万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $745.90万 | 4.81% | 147,469 | 14,439 | 10.9% | $73.03万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,690.92万 | 10.90% | 26,279 | 1,166 | 4.6% | $75.03万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,695.62万 | 10.93% | 64,600 | 3,740 | 6.1% | $98.17万 | 加仓 |