13F 机构持仓

Future Financial Wealth Managment LLC

CINCINNATI OH · SEC CIK 0001801892

2026Q22026Q1 更早 9 个季度 🔒
$1.60亿2026Q2 申报市值
132持仓数
46.9%前十大占比 · 第一大 11.1%
11 / 8新建仓 / 清仓
申报市值走势$1.60亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

QQQM 11.1%
VOO 10.8%
JAAA 4.4%
CGDV 4.2%
IWY 3.9%
TSPA 3.4%
PFFA 2.4%
PG 2.3%
GOOG 2.2%
SPMO 2.2%

2026Q2 买入最多 按季末市值估算

CI 重新持有+$229.98万
PANW 新建仓+$39.69万
AMD 新建仓+$32.38万
AMCR 新建仓+$25.79万
QURE 新建仓+$22.08万

2026Q2 卖出最多 按季末市值估算

SMH 减仓-$68.69万
QQQM 减仓-$66.03万
VOO 减仓-$51.17万
JAAA 减仓-$33.14万
EAT 清仓-$31.45万

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
EAT BRINKER INTL INC $00.00%0 -2,000-100.0% -$31.45万 清仓
OEF ISHARES TR $00.00%0 -760-100.0% -$26.23万 清仓
KR KROGER CO $00.00%0 -3,510-100.0% -$23.38万 清仓
NKE NIKE INC $00.00%0 -4,801-100.0% -$21.82万 清仓
IWF ISHARES TR $00.00%0 -1,776-100.0% -$20.82万 清仓
HD HOME DEPOT INC $00.00%0 -605-100.0% -$20.50万 清仓
PYLD PIMCO ETF TR $00.00%0 -7,624-100.0% -$20.23万 清仓
MOAT VANECK ETF TRUST $00.00%0 -1,985-100.0% -$20.05万 清仓
— CBRE GBL REAL ESTATE INC FD $4.60万0.03%10,000 00.0% — 不变
JPC NUVEEN PFD & INCOME OPPORTUN $7.70万0.05%10,000 00.0% — 不变
IMRX IMMUNEERING CORP $7.90万0.05%18,000 00.0% — 不变
MYI BLACKROCK MUNIYIELD QUALITY $10.75万0.07%10,000 00.0% — 不变
XNEAX NUVEEN AMT FREE QLTY MUN INC $11.25万0.07%10,000 00.0% — 不变
NVG NUVEEN AMT FREE MUN CR INC F $14.53万0.09%11,800 00.0% — 不变
BTZ BLACKROCK CR ALLOCATION $16.95万0.11%17,000 00.0% — 不变
DSL DOUBLELINE INCOME SOLUTIONS $19.13万0.12%18,000 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC $19.15万0.12%11,500 00.0% — 不变
DNP DNP SELECT INCOME FD INC $19.80万0.12%18,000 00.0% — 不变
NOW SERVICENOW INC $20.24万0.13%2,201 2,201— $20.24万 新建仓
MDT MEDTRONIC PLC $20.30万0.13%2,475 2,475— $20.30万 新建仓
PM PHILIP MORRIS INTL INC $20.38万0.13%1,066 1,066— $20.38万 新建仓
O REALTY INCOME CORP $20.71万0.13%3,200 00.0% — 不变
VYM VANGUARD WHITEHALL FDS $20.89万0.13%1,295 1,295— $20.89万 新建仓
— PGIM HIGH YIELD BOND FUND IN $21.27万0.13%17,000 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $21.49万0.13%200 200— $21.49万 新建仓
MS MORGAN STANLEY $21.52万0.13%1,000 1,000— $21.52万 新建仓
RACE FERRARI N V $21.57万0.13%600 600— $21.57万 新建仓
QURE UNIQURE NV $22.08万0.14%5,600 5,600— $22.08万 新建仓
DKNG DRAFTKINGS INC NEW $22.92万0.14%10,050 -3,639-26.6% -$8.30万 减仓
CAT CATERPILLAR INC $23.97万0.15%268 -20-6.9% -$1.79万 减仓
CVX CHEVRON CORPORATION $24.19万0.15%1,244 -34-2.7% -$6,610 减仓
SDY SPDR SERIES TRUST $24.63万0.15%1,600 00.0% — 不变
SKT TANGER INC $25.35万0.16%6,165 190.3% $781 加仓
AMCR AMCOR PLC $25.79万0.16%6,050 6,050— $25.79万 新建仓
XLG INVESCO EXCHANGE TRADED FD T $25.89万0.16%4,307 -917-17.6% -$5.51万 减仓
QCOM QUALCOMM INC $26.34万0.16%1,539 -200-11.5% -$3.42万 减仓
AMLP ALPS ETF TR $26.82万0.17%4,883 -3,546-42.1% -$19.48万 减仓
MMM 3M CO $27.13万0.17%1,600 00.0% — 不变
UPS UNITED PARCEL SVCS INC $27.38万0.17%2,400 00.0% — 不变
MO ALTRIA GROUP INC $27.55万0.17%3,823 -85-2.2% -$6,126 减仓
UTF COHEN & STEERS INFRASTRUCTUR $27.83万0.17%10,000 00.0% — 不变
CLX CLOROX CO DEL $28.14万0.18%3,000 00.0% — 不变
TCHP T ROWE PRICE EXCHANGE-TRADED $28.35万0.18%5,861 -335-5.4% -$1.62万 减仓
SYK STRYKER CORPORATION $28.58万0.18%896 00.0% — 不变
VCIT VANGUARD SCOTTSDALE FDS $28.66万0.18%3,533 -1,861-34.5% -$15.10万 减仓
GILD GILEAD SCIENCES INC $28.79万0.18%2,200 00.0% — 不变
GE GE AEROSPACE $28.81万0.18%825 -25-2.9% -$8,729 减仓
— BLACKROCK FLOATING RATE INCO $29.01万0.18%27,012 -4,732-14.9% -$5.08万 减仓
SPTM SPDR SERIES TRUST $30.09万0.19%3,354 -325-8.8% -$2.92万 减仓
MEDP MEDPACE HLDGS INC $30.29万0.19%500 00.0% — 不变
XLE SELECT SECTOR SPDR TR $31.73万0.20%5,344 00.0% — 不变
XLK SELECT SECTOR SPDR TR $31.85万0.20%1,785 -628-26.0% -$11.21万 减仓
AMD ADVANCED MICRO DEVICES INC $32.38万0.20%600 600— $32.38万 新建仓
VTI VANGUARD INDEX FDS $32.38万0.20%888 00.0% — 不变
TDVG T ROWE PRICE EXCHANGE-TRADED $33.25万0.21%6,738 00.0% — 不变
IOO ISHARES TR $33.62万0.21%2,452 00.0% — 不变
OHI OMEGA HEALTHCARE INVS INC $34.17万0.21%6,703 00.0% — 不变
ARCC ARES CAPITAL CORP $34.51万0.22%18,545 -1,105-5.6% -$2.06万 减仓
TSLA TESLA INC $34.78万0.22%1,088 00.0% — 不变
— KKR & CO INC $34.80万0.22%8,300 1,00013.7% $4.19万 加仓
UBER UBER TECHNOLOGIES INC $35.21万0.22%5,110 00.0% — 不变
VICI VICI PPTYS INC $35.53万0.22%13,500 -500-3.6% -$1.32万 减仓
FDX FEDEX CORP $37.09万0.23%1,175 00.0% — 不变
KMI KINDER MORGAN INC DEL $37.45万0.23%11,429 300.3% $983 加仓
INTC INTEL CORP $37.59万0.23%3,750 -150-3.8% -$1.50万 减仓
KEY KEYCORP $37.94万0.24%16,700 00.0% — 不变
SPY STATE STR SPDR S&P 500 ETF T $38.39万0.24%520 00.0% — 不变
XEVVX EATON VANCE LIMITED DURATION $38.57万0.24%42,340 -5,817-12.1% -$5.30万 减仓
PDI PIMCO DYNAMIC INCOME FD $38.58万0.24%23,995 -4,046-14.4% -$6.51万 减仓
XJQCX NUVEEN CR STRATEGIES INCOME $38.66万0.24%81,392 -10,724-11.6% -$5.09万 减仓
VCSH VANGUARD SCOTTSDALE FDS $38.81万0.24%4,950 -250-4.8% -$1.96万 减仓
VVR INVESCO SR INCOME TR $39.41万0.25%132,694 -21,808-14.1% -$6.48万 减仓
PANW PALO ALTO NETWORKS INC $39.69万0.25%1,219 1,219— $39.69万 新建仓
VNQ VANGUARD INDEX FDS $40.15万0.25%4,068 00.0% — 不变
DGRO ISHARES TR $41.11万0.26%5,325 10.0% $77 加仓
IAU ISHARES GOLD TR $41.88万0.26%5,500 00.0% — 不变
DVY ISHARES TR $42.99万0.27%2,672 -38-1.4% -$6,113 减仓
HTGC HERCULES CAPITAL INC $44.07万0.27%28,175 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $44.07万0.27%13,436 4283.3% $1.40万 加仓
CSCO CISCO SYS INC $44.81万0.28%3,974 501.3% $5,638 加仓
WMT WALMART INC $46.03万0.29%4,246 1223.0% $1.32万 加仓
— PIMCO HIGH INCOME FD $52.50万0.33%113,392 -14,361-11.2% -$6.65万 减仓
DGRW WISDOMTREE TR $53.17万0.33%5,597 60.1% $570 加仓
T AT&T INC $54.97万0.34%23,942 -13-0.1% -$298 减仓
F FORD MTR CO $55.17万0.34%38,992 -81-0.2% -$1,146 减仓
V VISA INC $56.29万0.35%1,601 80.5% $2,813 加仓
AVGO BROADCOM INC $60.79万0.38%1,549 1208.4% $4.71万 加仓
PFE PFIZER INC $61.19万0.38%24,465 -697-2.8% -$1.74万 减仓
BST BLACKROCK SCIENCE & TECHNOLO $64.04万0.40%14,000 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $65.02万0.41%3,146 260.8% $5,374 加仓
MLPA GLOBAL X FDS $66.01万0.41%11,704 00.0% — 不变
STXF EA SERIES TRUST $66.17万0.41%13,876 -23-0.2% -$1,097 减仓
USB US BANCORP $67.85万0.42%10,714 100.1% $633 加仓
RTX RTX CORPORATION $68.08万0.42%3,255 00.0% — 不变
JNJ JOHNSON & JOHNSON $68.27万0.43%2,633 -65-2.4% -$1.69万 减仓
— EXXON MOBIL CORP $69.68万0.43%4,441 10.0% $157 加仓
UNH UNITEDHEALTH GROUP INC $69.76万0.43%1,647 -489-22.9% -$20.71万 减仓
EMO CLEARBRIDGE ENERGY MIDSTREAM $72.65万0.45%13,710 -1,718-11.1% -$9.10万 减仓
JEPQ J P MORGAN EXCHANGE TRADED F $73.37万0.46%12,535 -4,164-24.9% -$24.37万 减仓
— BARINGS CORPORATE INVS $73.74万0.46%44,370 -2,651-5.6% -$4.41万 减仓