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 |
|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | $1,695.62万 | 10.93% | 64,600 | 3,740 | 6.1% | $98.17万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,690.92万 | 10.90% | 26,279 | 1,166 | 4.6% | $75.03万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $745.90万 | 4.81% | 147,469 | 14,439 | 10.9% | $73.03万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $650.68万 | 4.19% | 143,384 | 4,845 | 3.5% | $21.99万 | 加仓 |
| IWY | ISHARES TR | $619.80万 | 3.99% | 22,623 | 990 | 4.6% | $27.12万 | 加仓 |
| TSPA | T ROWE PRICE ETF INC | $529.55万 | 3.41% | 119,727 | 5,202 | 4.5% | $23.01万 | 加仓 |
| PFFA | ETFIS SER TR I | $409.59万 | 2.64% | 189,099 | -1,373 | -0.7% | -$2.97万 | 减仓 |
| GOOG | ALPHABET INC | $381.76万 | 2.46% | 11,414 | -100 | -0.9% | -$3.34万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $356.88万 | 2.30% | 24,890 | 7 | 0.0% | $1,004 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $339.51万 | 2.19% | 73,487 | -2,586 | -3.4% | -$11.95万 | 减仓 |
| SHYG | ISHARES TR | $316.31万 | 2.04% | 74,217 | -1,834 | -2.4% | -$7.82万 | 减仓 |
| SMH | VANECK ETF TRUST | $313.53万 | 2.02% | 6,921 | 111 | 1.6% | $5.03万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $301.82万 | 1.95% | 23,844 | 1,946 | 8.9% | $24.63万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $301.18万 | 1.94% | 65,546 | -2,471 | -3.6% | -$11.35万 | 减仓 |
| HEFA | ISHARES TR | $279.32万 | 1.80% | 62,643 | -50,294 | -44.5% | -$224.26万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $265.73万 | 1.71% | 17,983 | 593 | 3.4% | $8.76万 | 加仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $257.86万 | 1.66% | 75,731 | 75,731 | — | $257.86万 | 新建仓 |
| ITA | ISHARES TR | $245.28万 | 1.58% | 10,482 | 363 | 3.6% | $8.49万 | 加仓 |
| AAPL | APPLE INC | $234.44万 | 1.51% | 8,799 | -148 | -1.7% | -$3.94万 | 减仓 |
| IGV | ISHARES TR | $230.38万 | 1.48% | 27,763 | 9,104 | 48.8% | $75.55万 | 重新持有 |
| AMZN | AMAZON COM INC | $170.02万 | 1.10% | 6,842 | -207 | -2.9% | -$5.14万 | 减仓 |
| BIZD | VANECK ETF TRUST | $162.29万 | 1.05% | 123,225 | 12,951 | 11.7% | $17.06万 | 加仓 |
| LLY | ELI LILLY & CO | $158.69万 | 1.02% | 1,753 | 10 | 0.6% | $9,052 | 加仓 |
| ABBV | ABBVIE INC | $124.04万 | 0.80% | 5,951 | 5 | 0.1% | $1,042 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $118.21万 | 0.76% | 57,270 | -58 | -0.1% | -$1,197 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $115.07万 | 0.74% | 25,554 | -187 | -0.7% | -$8,421 | 减仓 |
| NVDA | NVIDIA CORPORATION | $111.75万 | 0.72% | 5,619 | 559 | 11.0% | $11.12万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $101.21万 | 0.65% | 24,202 | -940 | -3.7% | -$3.93万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $97.65万 | 0.63% | 16,699 | -66 | -0.4% | -$3,860 | 减仓 |
| META | META PLATFORMS INC | $95.63万 | 0.62% | 1,424 | -105 | -6.9% | -$7.05万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $92.07万 | 0.59% | 4,103 | 6 | 0.1% | $1,346 | 加仓 |
| QQQ | INVESCO QQQ TR | $91.58万 | 0.59% | 1,437 | 0 | 0.0% | — | 不变 |
| PCEF | INVESCO EXCH TRADED FD TR II | $90.97万 | 0.59% | 45,942 | -212 | -0.5% | -$4,198 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $90.42万 | 0.58% | 2,956 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $89.27万 | 0.58% | 2,171 | 272 | 14.3% | $11.18万 | 加仓 |
| IRM | IRON MTN INC DEL | $86.82万 | 0.56% | 7,646 | -410 | -5.1% | -$4.66万 | 减仓 |
| — | BARINGS CORPORATE INVS | $84.36万 | 0.54% | 47,021 | 189 | 0.4% | $3,391 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $81.09万 | 0.52% | 6,336 | 24 | 0.4% | $3,071 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $80.99万 | 0.52% | 4,017 | -68 | -1.7% | -$1.37万 | 减仓 |
| GOOGL | ALPHABET INC | $80.07万 | 0.52% | 2,375 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $77.77万 | 0.50% | 1,106 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $76.37万 | 0.49% | 3,120 | 2 | 0.1% | $490 | 加仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $75.75万 | 0.49% | 15,428 | -394 | -2.5% | -$1.93万 | 减仓 |
| PFE | PFIZER INC | $68.41万 | 0.44% | 25,162 | 3,004 | 13.6% | $8.17万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $67.08万 | 0.43% | 2,136 | 75 | 3.6% | $2.36万 | 加仓 |
| — | EXXON MOBIL CORP | $66.16万 | 0.43% | 4,440 | 1 | 0.0% | $149 | 加仓 |
| RTX | RTX CORPORATION | $64.58万 | 0.42% | 3,255 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $64.41万 | 0.42% | 2,698 | 0 | 0.0% | — | 不变 |
| STXF | EA SERIES TRUST | $62.77万 | 0.40% | 13,899 | -2,170 | -13.5% | -$9.80万 | 减仓 |
| MLPA | GLOBAL X FDS | $61.69万 | 0.40% | 11,704 | -331 | -2.8% | -$1.74万 | 减仓 |
| T | AT&T INC | $60.99万 | 0.39% | 23,955 | -374 | -1.5% | -$9,522 | 减仓 |
| USB | US BANCORP | $60.34万 | 0.39% | 10,704 | 10 | 0.1% | $564 | 加仓 |
| — | PIMCO HIGH INCOME FD | $59.79万 | 0.39% | 127,753 | -2,530 | -1.9% | -$1.18万 | 减仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $57.39万 | 0.37% | 14,000 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $56.71万 | 0.37% | 1,429 | 14 | 1.0% | $5,556 | 加仓 |
| DGRW | WISDOMTREE TR | $51.77万 | 0.33% | 5,591 | 1 | 0.0% | $93 | 加仓 |
| WMT | WALMART INC | $51.45万 | 0.33% | 4,124 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $50.32万 | 0.32% | 1,593 | 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 |
| IAU | ISHARES GOLD TR | $49.63万 | 0.32% | 5,500 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $48.34万 | 0.31% | 28,041 | -505 | -1.8% | -$8,706 | 减仓 |
| VVR | INVESCO SR INCOME TR | $48.05万 | 0.31% | 154,502 | -7,020 | -4.3% | -$2.18万 | 减仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $45.70万 | 0.29% | 48,157 | -738 | -1.5% | -$7,004 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $44.96万 | 0.29% | 5,394 | 0 | 0.0% | — | 不变 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $44.49万 | 0.29% | 92,116 | -2,104 | -2.2% | -$1.02万 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $44.18万 | 0.28% | 28,175 | -2,000 | -6.6% | -$3.14万 | 减仓 |
| AMLP | ALPS ETF TR | $43.27万 | 0.28% | 8,429 | 98 | 1.2% | $5,030 | 加仓 |
| FDX | FEDEX CORP | $42.88万 | 0.28% | 1,175 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $42.64万 | 0.27% | 1,088 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $41.29万 | 0.27% | 5,200 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $41.15万 | 0.27% | 2,710 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $39.87万 | 0.26% | 13,008 | 286 | 2.2% | $8,766 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $39.49万 | 0.25% | 5,110 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $39.38万 | 0.25% | 14,000 | 596 | 4.4% | $1.68万 | 加仓 |
| DGRO | ISHARES TR | $38.52万 | 0.25% | 5,324 | 2 | 0.0% | $145 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $38.36万 | 0.25% | 4,068 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $37.28万 | 0.24% | 19,650 | -650 | -3.2% | -$1.23万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $36.40万 | 0.23% | 520 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $36.27万 | 0.23% | 2,413 | -14,985 | -86.1% | -$225.22万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $36.14万 | 0.23% | 11,399 | 30 | 0.3% | $951 | 加仓 |
| KEY | KEYCORP | $36.02万 | 0.23% | 16,700 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK FLOATING RATE INCO | $34.79万 | 0.22% | 31,744 | -510 | -1.6% | -$5,590 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $32.36万 | 0.21% | 13,689 | 300 | 2.2% | $7,092 | 加仓 |
| CSCO | CISCO SYS INC | $32.32万 | 0.21% | 3,924 | -198 | -4.8% | -$1.63万 | 减仓 |
| IOO | ISHARES TR | $32.23万 | 0.21% | 2,452 | 0 | 0.0% | — | 不变 |
| — | KKR & CO INC | $32.05万 | 0.21% | 7,300 | 7,300 | — | $32.05万 | 新建仓 |
| EAT | BRINKER INTL INC | $31.45万 | 0.20% | 2,000 | 0 | 0.0% | — | 不变 |
| TDVG | T ROWE PRICE ETF INC | $31.39万 | 0.20% | 6,738 | 10 | 0.1% | $466 | 加仓 |
| SPTM | SPDR SERIES TRUST | $31.26万 | 0.20% | 3,679 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $31.26万 | 0.20% | 6,703 | 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 |
| CLX | CLOROX CO DEL | $30.88万 | 0.20% | 3,000 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $30.75万 | 0.20% | 2,200 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $30.66万 | 0.20% | 888 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $30.58万 | 0.20% | 896 | 0 | 0.0% | — | 不变 |
| TCHP | T ROWE PRICE ETF INC | $30.44万 | 0.20% | 6,196 | -2 | -0.0% | -$98 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $29.80万 | 0.19% | 5,344 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $26.68万 | 0.17% | 850 | 1 | 0.1% | $314 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $26.37万 | 0.17% | 10,000 | 400 | 4.2% | $1.05万 | 加仓 |
| OEF | ISHARES TR | $26.23万 | 0.17% | 760 | 0 | 0.0% | — | 不变 |