Future Financial Wealth Managment LLC
CINCINNATI OH · SEC CIK 0001801892
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | $1,774.95万 | 11.06% | 62,283 | -2,317 | -3.6% | -$66.03万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,732.18万 | 10.80% | 25,525 | -754 | -2.9% | -$51.17万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $713.49万 | 4.45% | 140,923 | -6,546 | -4.4% | -$33.14万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $679.71万 | 4.24% | 139,543 | -3,841 | -2.7% | -$18.71万 | 减仓 |
| IWY | ISHARES TR | $623.44万 | 3.89% | 22,502 | -121 | -0.5% | -$3.35万 | 减仓 |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $538.59万 | 3.36% | 115,478 | -4,249 | -3.5% | -$19.82万 | 减仓 |
| PFFA | ETFIS SER TR I | $383.62万 | 2.39% | 187,587 | -1,512 | -0.8% | -$3.09万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $365.78万 | 2.28% | 24,888 | -2 | -0.0% | -$294 | 减仓 |
| GOOG | ALPHABET INC | $360.23万 | 2.25% | 11,316 | -98 | -0.9% | -$3.12万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $350.75万 | 2.19% | 23,410 | -434 | -1.8% | -$6.50万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $342.59万 | 2.14% | 74,866 | 1,379 | 1.9% | $6.31万 | 加仓 |
| SMH | VANECK ETF TRUST | $332.85万 | 2.07% | 5,737 | -1,184 | -17.1% | -$68.69万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $311.13万 | 1.94% | 69,247 | 3,701 | 5.6% | $16.63万 | 加仓 |
| SHYG | ISHARES TR | $305.84万 | 1.91% | 72,749 | -1,468 | -2.0% | -$6.17万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $304.03万 | 1.89% | 18,833 | 850 | 4.7% | $13.72万 | 加仓 |
| AAPL | APPLE INC | $275.25万 | 1.72% | 8,557 | -242 | -2.8% | -$7.78万 | 减仓 |
| HEFA | ISHARES TR | $272.03万 | 1.70% | 59,085 | -3,558 | -5.7% | -$16.38万 | 减仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $255.61万 | 1.59% | 74,370 | -1,361 | -1.8% | -$4.68万 | 减仓 |
| CI | THE CIGNA GROUP | $252.88万 | 1.58% | 8,833 | 8,033 | 1,004.1% | $229.98万 | 重新持有 |
| ITA | ISHARES TR | $251.14万 | 1.57% | 10,542 | 60 | 0.6% | $1.43万 | 加仓 |
| IGV | ISHARES TR | $248.70万 | 1.55% | 28,553 | 790 | 2.8% | $6.88万 | 加仓 |
| LLY | ELI LILLY & CO | $208.53万 | 1.30% | 1,758 | 5 | 0.3% | $5,931 | 加仓 |
| AMZN | AMAZON COM INC | $168.38万 | 1.05% | 7,206 | 364 | 5.3% | $8.51万 | 加仓 |
| ABBV | ABBVIE INC | $149.97万 | 0.93% | 5,837 | -114 | -1.9% | -$2.93万 | 减仓 |
| BIZD | VANECK ETF TRUST | $134.33万 | 0.84% | 109,209 | -14,016 | -11.4% | -$17.24万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $107.27万 | 0.67% | 5,138 | -481 | -8.6% | -$10.04万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $103.41万 | 0.64% | 2,956 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $101.91万 | 0.64% | 1,473 | 36 | 2.5% | $2.49万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $99.20万 | 0.62% | 22,638 | -2,916 | -11.4% | -$12.78万 | 减仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $95.32万 | 0.59% | 46,770 | -10,500 | -18.3% | -$21.40万 | 减仓 |
| IRM | IRON MTN INC DEL | $95.27万 | 0.59% | 7,649 | 3 | 0.0% | $374 | 加仓 |
| MSFT | MICROSOFT CORP | $94.67万 | 0.59% | 2,481 | 310 | 14.3% | $11.83万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $91.51万 | 0.57% | 22,635 | -1,567 | -6.5% | -$6.34万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $90.59万 | 0.56% | 4,023 | 6 | 0.1% | $1,351 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $90.55万 | 0.56% | 3,817 | -286 | -7.0% | -$6.78万 | 减仓 |
| META | META PLATFORMS INC | $86.67万 | 0.54% | 1,430 | 6 | 0.4% | $3,637 | 加仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $83.94万 | 0.52% | 42,137 | -3,805 | -8.3% | -$7.58万 | 减仓 |
| IVV | ISHARES TR | $82.02万 | 0.51% | 1,106 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $81.32万 | 0.51% | 6,291 | -45 | -0.7% | -$5,817 | 减仓 |
| GOOGL | ALPHABET INC | $75.45万 | 0.47% | 2,375 | 0 | 0.0% | — | 不变 |
| — | BARINGS CORPORATE INVS | $73.74万 | 0.46% | 44,370 | -2,651 | -5.6% | -$4.41万 | 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 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $72.65万 | 0.45% | 13,710 | -1,718 | -11.1% | -$9.10万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $69.76万 | 0.43% | 1,647 | -489 | -22.9% | -$20.71万 | 减仓 |
| — | EXXON MOBIL CORP | $69.68万 | 0.43% | 4,441 | 1 | 0.0% | $157 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $68.27万 | 0.43% | 2,633 | -65 | -2.4% | -$1.69万 | 减仓 |
| RTX | RTX CORPORATION | $68.08万 | 0.42% | 3,255 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $67.85万 | 0.42% | 10,714 | 10 | 0.1% | $633 | 加仓 |
| STXF | EA SERIES TRUST | $66.17万 | 0.41% | 13,876 | -23 | -0.2% | -$1,097 | 减仓 |
| MLPA | GLOBAL X FDS | $66.01万 | 0.41% | 11,704 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $65.02万 | 0.41% | 3,146 | 26 | 0.8% | $5,374 | 加仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $64.04万 | 0.40% | 14,000 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $61.19万 | 0.38% | 24,465 | -697 | -2.8% | -$1.74万 | 减仓 |
| AVGO | BROADCOM INC | $60.79万 | 0.38% | 1,549 | 120 | 8.4% | $4.71万 | 加仓 |
| V | VISA INC | $56.29万 | 0.35% | 1,601 | 8 | 0.5% | $2,813 | 加仓 |
| F | FORD MTR CO | $55.17万 | 0.34% | 38,992 | -81 | -0.2% | -$1,146 | 减仓 |
| T | AT&T INC | $54.97万 | 0.34% | 23,942 | -13 | -0.1% | -$298 | 减仓 |
| DGRW | WISDOMTREE TR | $53.17万 | 0.33% | 5,597 | 6 | 0.1% | $570 | 加仓 |
| — | PIMCO HIGH INCOME FD | $52.50万 | 0.33% | 113,392 | -14,361 | -11.2% | -$6.65万 | 减仓 |
| WMT | WALMART INC | $46.03万 | 0.29% | 4,246 | 122 | 3.0% | $1.32万 | 加仓 |
| CSCO | CISCO SYS INC | $44.81万 | 0.28% | 3,974 | 50 | 1.3% | $5,638 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $44.07万 | 0.27% | 13,436 | 428 | 3.3% | $1.40万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $44.07万 | 0.27% | 28,175 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $42.99万 | 0.27% | 2,672 | -38 | -1.4% | -$6,113 | 减仓 |
| IAU | ISHARES GOLD TR | $41.88万 | 0.26% | 5,500 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $41.11万 | 0.26% | 5,325 | 1 | 0.0% | $77 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $40.15万 | 0.25% | 4,068 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $39.69万 | 0.25% | 1,219 | 1,219 | — | $39.69万 | 新建仓 |
| VVR | INVESCO SR INCOME TR | $39.41万 | 0.25% | 132,694 | -21,808 | -14.1% | -$6.48万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $38.81万 | 0.24% | 4,950 | -250 | -4.8% | -$1.96万 | 减仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $38.66万 | 0.24% | 81,392 | -10,724 | -11.6% | -$5.09万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $38.58万 | 0.24% | 23,995 | -4,046 | -14.4% | -$6.51万 | 减仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $38.57万 | 0.24% | 42,340 | -5,817 | -12.1% | -$5.30万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $38.39万 | 0.24% | 520 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $37.94万 | 0.24% | 16,700 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $37.59万 | 0.23% | 3,750 | -150 | -3.8% | -$1.50万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $37.45万 | 0.23% | 11,429 | 30 | 0.3% | $983 | 加仓 |
| FDX | FEDEX CORP | $37.09万 | 0.23% | 1,175 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $35.53万 | 0.22% | 13,500 | -500 | -3.6% | -$1.32万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $35.21万 | 0.22% | 5,110 | 0 | 0.0% | — | 不变 |
| — | KKR & CO INC | $34.80万 | 0.22% | 8,300 | 1,000 | 13.7% | $4.19万 | 加仓 |
| TSLA | TESLA INC | $34.78万 | 0.22% | 1,088 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $34.51万 | 0.22% | 18,545 | -1,105 | -5.6% | -$2.06万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $34.17万 | 0.21% | 6,703 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $33.62万 | 0.21% | 2,452 | 0 | 0.0% | — | 不变 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $33.25万 | 0.21% | 6,738 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $32.38万 | 0.20% | 888 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $32.38万 | 0.20% | 600 | 600 | — | $32.38万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $31.85万 | 0.20% | 1,785 | -628 | -26.0% | -$11.21万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $31.73万 | 0.20% | 5,344 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC | $30.29万 | 0.19% | 500 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $30.09万 | 0.19% | 3,354 | -325 | -8.8% | -$2.92万 | 减仓 |
| — | BLACKROCK FLOATING RATE INCO | $29.01万 | 0.18% | 27,012 | -4,732 | -14.9% | -$5.08万 | 减仓 |
| GE | GE AEROSPACE | $28.81万 | 0.18% | 825 | -25 | -2.9% | -$8,729 | 减仓 |
| GILD | GILEAD SCIENCES INC | $28.79万 | 0.18% | 2,200 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $28.66万 | 0.18% | 3,533 | -1,861 | -34.5% | -$15.10万 | 减仓 |
| SYK | STRYKER CORPORATION | $28.58万 | 0.18% | 896 | 0 | 0.0% | — | 不变 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $28.35万 | 0.18% | 5,861 | -335 | -5.4% | -$1.62万 | 减仓 |
| CLX | CLOROX CO DEL | $28.14万 | 0.18% | 3,000 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $27.83万 | 0.17% | 10,000 | 0 | 0.0% | — | 不变 |