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
MO ALTRIA GROUP INC $27.55万0.17%3,823 -85-2.2% -$6,126 减仓
UPS UNITED PARCEL SVCS INC $27.38万0.17%2,400 00.0% — 不变
MMM 3M CO $27.13万0.17%1,600 00.0% — 不变
AMLP ALPS ETF TR $26.82万0.17%4,883 -3,546-42.1% -$19.48万 减仓
QCOM QUALCOMM INC $26.34万0.16%1,539 -200-11.5% -$3.42万 减仓
XLG INVESCO EXCHANGE TRADED FD T $25.89万0.16%4,307 -917-17.6% -$5.51万 减仓
AMCR AMCOR PLC $25.79万0.16%6,050 6,050— $25.79万 新建仓
SKT TANGER INC $25.35万0.16%6,165 190.3% $781 加仓
SDY SPDR SERIES TRUST $24.63万0.15%1,600 00.0% — 不变
CVX CHEVRON CORPORATION $24.19万0.15%1,244 -34-2.7% -$6,610 减仓
CAT CATERPILLAR INC $23.97万0.15%268 -20-6.9% -$1.79万 减仓
DKNG DRAFTKINGS INC NEW $22.92万0.14%10,050 -3,639-26.6% -$8.30万 减仓
QURE UNIQURE NV $22.08万0.14%5,600 5,600— $22.08万 新建仓
RACE FERRARI N V $21.57万0.13%600 600— $21.57万 新建仓
MS MORGAN STANLEY $21.52万0.13%1,000 1,000— $21.52万 新建仓
GS GOLDMAN SACHS GROUP INC $21.49万0.13%200 200— $21.49万 新建仓
— PGIM HIGH YIELD BOND FUND IN $21.27万0.13%17,000 00.0% — 不变
VYM VANGUARD WHITEHALL FDS $20.89万0.13%1,295 1,295— $20.89万 新建仓
O REALTY INCOME CORP $20.71万0.13%3,200 00.0% — 不变
PM PHILIP MORRIS INTL INC $20.38万0.13%1,066 1,066— $20.38万 新建仓
MDT MEDTRONIC PLC $20.30万0.13%2,475 2,475— $20.30万 新建仓
NOW SERVICENOW INC $20.24万0.13%2,201 2,201— $20.24万 新建仓
DNP DNP SELECT INCOME FD INC $19.80万0.12%18,000 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC $19.15万0.12%11,500 00.0% — 不变
DSL DOUBLELINE INCOME SOLUTIONS $19.13万0.12%18,000 00.0% — 不变
BTZ BLACKROCK CR ALLOCATION $16.95万0.11%17,000 00.0% — 不变
NVG NUVEEN AMT FREE MUN CR INC F $14.53万0.09%11,800 00.0% — 不变
XNEAX NUVEEN AMT FREE QLTY MUN INC $11.25万0.07%10,000 00.0% — 不变
MYI BLACKROCK MUNIYIELD QUALITY $10.75万0.07%10,000 00.0% — 不变
IMRX IMMUNEERING CORP $7.90万0.05%18,000 00.0% — 不变
JPC NUVEEN PFD & INCOME OPPORTUN $7.70万0.05%10,000 00.0% — 不变
— CBRE GBL REAL ESTATE INC FD $4.60万0.03%10,000 00.0% — 不变
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