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 |
|---|---|---|---|---|---|---|---|---|
| MEDP | MEDPACE HLDGS INC | $25.93万 | 0.17% | 500 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $25.33万 | 0.16% | 3,900 | -400 | -9.3% | -$2.60万 | 减仓 |
| MO | ALTRIA GROUP INC | $25.18万 | 0.16% | 3,908 | -50 | -1.3% | -$3,221 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $24.86万 | 0.16% | 2,400 | -2,700 | -52.9% | -$27.96万 | 减仓 |
| MMM | 3M CO | $24.20万 | 0.16% | 1,600 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $23.63万 | 0.15% | 1,278 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $23.47万 | 0.15% | 1,600 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $23.38万 | 0.15% | 3,510 | 2 | 0.1% | $133 | 加仓 |
| QCOM | QUALCOMM INC | $23.13万 | 0.15% | 1,739 | 452 | 35.1% | $6.01万 | 重新持有 |
| — | PGIM HIGH YIELD BOND FUND IN | $22.73万 | 0.15% | 17,000 | 0 | 0.0% | — | 不变 |
| SKT | TANGER INC | $22.26万 | 0.14% | 6,146 | 18 | 0.3% | $652 | 加仓 |
| CAT | CATERPILLAR INC | $22.18万 | 0.14% | 288 | 20 | 7.5% | $1.54万 | 重新持有 |
| NKE | NIKE INC | $21.82万 | 0.14% | 4,801 | -117 | -2.4% | -$5,317 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $21.61万 | 0.14% | 11,500 | -1,000 | -8.0% | -$1.88万 | 减仓 |
| IWF | ISHARES TR | $20.82万 | 0.13% | 444 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $20.50万 | 0.13% | 605 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $20.47万 | 0.13% | 3,200 | 2,000 | 166.7% | $12.79万 | 重新持有 |
| PYLD | PIMCO ETF TR | $20.23万 | 0.13% | 7,624 | 12 | 0.2% | $318 | 加仓 |
| MOAT | VANECK ETF TRUST | $20.05万 | 0.13% | 1,985 | -694 | -25.9% | -$7.01万 | 减仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $19.96万 | 0.13% | 18,000 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC | $18.88万 | 0.12% | 18,000 | 0 | 0.0% | — | 不变 |
| BTZ | BLACKROCK CR ALLOCATION | $17.73万 | 0.11% | 17,000 | 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 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $11.51万 | 0.07% | 10,000 | 0 | 0.0% | — | 不变 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $11.04万 | 0.07% | 10,000 | 0 | 0.0% | — | 不变 |
| IMRX | IMMUNEERING CORP | $10.35万 | 0.07% | 18,000 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $7.93万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| — | CBRE GBL REAL ESTATE INC FD | $4.76万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| 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 |