Bright Futures Wealth Management, LLC.
WEBSTER, NY 14580 NY · SEC CIK 0001803980
$1.55亿2026Q2 申报市值
208持仓数
20.0%前十大占比 · 第一大 2.6%
40 / 22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
INNOVATOR ETFS T 新建仓+$199.95万
ETF SER SOLUTION 新建仓+$162.04万
ACYN 新建仓+$136.56万
IWN 新建仓+$121.75万
SPYM 加仓+$114.62万
2026Q2 卖出最多 按季末市值估算
INNOVATOR ETFS T 清仓-$318.04万
PMAR 减仓-$257.54万
BSJR 减仓-$169.77万
SFLR 清仓-$118.48万
GLOBAL X FDS 减仓-$108.27万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $395.00万 | 2.55% | 13,651 | 230 | 1.7% | $6.66万 | 加仓 |
| CLOI | VANECK ETF TRUST | $391.45万 | 2.53% | 73,928 | -4,903 | -6.2% | -$25.96万 | 减仓 |
| SMH | VANECK ETF TRUST | $368.11万 | 2.38% | 5,612 | -91 | -1.6% | -$5.97万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $335.71万 | 2.17% | 6,709 | -1,506 | -18.3% | -$75.36万 | 减仓 |
| AVGO | BROADCOM INC | $298.56万 | 1.93% | 7,904 | -67 | -0.8% | -$2.53万 | 减仓 |
| MGK | VANGUARD WORLD FD | $284.34万 | 1.84% | 32,344 | 124 | 0.4% | $1.09万 | 加仓 |
| TBIL | RBB FD INC | $279.91万 | 1.81% | 56,140 | -15,113 | -21.2% | -$75.35万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $260.83万 | 1.68% | 25,311 | -7,248 | -22.3% | -$74.69万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $242.54万 | 1.57% | 12,122 | 275 | 2.3% | $5.50万 | 加仓 |
| FLOT | ISHARES TR | $238.34万 | 1.54% | 46,687 | -771 | -1.6% | -$3.94万 | 减仓 |
| CSHI | NEOS ETF TRUST | $236.21万 | 1.53% | 47,423 | 10,001 | 26.7% | $49.82万 | 加仓 |
| SHY | ISHARES TR | $235.81万 | 1.52% | 28,719 | -4,620 | -13.9% | -$37.93万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $234.33万 | 1.51% | 2,030 | -407 | -16.7% | -$46.98万 | 减仓 |
| AMZN | AMAZON COM INC | $209.64万 | 1.35% | 8,796 | -1,171 | -11.7% | -$27.91万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $199.95万 | 1.29% | 65,675 | 65,675 | — | $199.95万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $199.70万 | 1.29% | 3,237 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $197.82万 | 1.28% | 15,605 | -3,508 | -18.4% | -$44.47万 | 减仓 |
| BILS | SPDR SERIES TRUST | $188.59万 | 1.22% | 18,976 | 1,949 | 11.4% | $19.37万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $184.86万 | 1.19% | 36,613 | 6,824 | 22.9% | $34.45万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $170.68万 | 1.10% | 35,729 | -53,913 | -60.1% | -$257.54万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $163.39万 | 1.06% | 18,592 | 13,043 | 235.1% | $114.62万 | 加仓 |
| — | ETF SER SOLUTIONS | $162.04万 | 1.05% | 58,752 | 58,752 | — | $162.04万 | 新建仓 |
| IJH | ISHARES TR | $147.77万 | 0.95% | 19,163 | 39 | 0.2% | $3,007 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $144.97万 | 0.94% | 7,560 | -2,317 | -23.5% | -$44.43万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $142.41万 | 0.92% | 8,976 | -136 | -1.5% | -$2.16万 | 减仓 |
| GOOG | ALPHABET INC | $141.02万 | 0.91% | 3,991 | 1,865 | 87.7% | $65.90万 | 加仓 |
| EUAD | SPINNAKER ETF SERIES | $137.16万 | 0.89% | 32,517 | -11,641 | -26.4% | -$49.10万 | 减仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $136.56万 | 0.88% | 65,684 | 65,684 | — | $136.56万 | 新建仓 |
| IJR | ISHARES TR | $135.80万 | 0.88% | 9,157 | 33 | 0.4% | $4,894 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $132.41万 | 0.86% | 3,738 | -446 | -10.7% | -$15.80万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $131.69万 | 0.85% | 10,403 | -2,093 | -16.7% | -$26.49万 | 减仓 |
| MOO | VANECK ETF TRUST | $131.42万 | 0.85% | 16,594 | -1,935 | -10.4% | -$15.33万 | 减仓 |
| IOO | ISHARES TR | $128.75万 | 0.83% | 9,425 | 748 | 8.6% | $10.22万 | 加仓 |
| POWR | ISHARES INC | $126.72万 | 0.82% | 45,324 | -8,201 | -15.3% | -$22.93万 | 减仓 |
| CAIE | CALAMOS ETF TR | $123.54万 | 0.80% | 45,404 | 26,907 | 145.5% | $73.21万 | 加仓 |
| IWN | ISHARES TR | $121.75万 | 0.79% | 5,504 | 5,504 | — | $121.75万 | 新建仓 |
| XME | SPDR SERIES TRUST | $119.60万 | 0.77% | 11,185 | -1,187 | -9.6% | -$12.69万 | 减仓 |
| EUFN | ISHARES TR | $119.52万 | 0.77% | 30,655 | -10,827 | -26.1% | -$42.21万 | 减仓 |
| MSFT | MICROSOFT CORP | $115.62万 | 0.75% | 3,100 | 290 | 10.3% | $10.82万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $111.99万 | 0.72% | 47,056 | -9,913 | -17.4% | -$23.59万 | 减仓 |
| CSCO | CISCO SYS INC | $110.95万 | 0.72% | 9,446 | 20 | 0.2% | $2,349 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $110.47万 | 0.71% | 45,763 | 329 | 0.7% | $7,942 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $109.88万 | 0.71% | 3,357 | -64 | -1.9% | -$2.09万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $109.39万 | 0.71% | 43,704 | 4,097 | 10.3% | $10.25万 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $108.76万 | 0.70% | 10,236 | -3,014 | -22.7% | -$32.02万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $104.55万 | 0.68% | 23,058 | -3,503 | -13.2% | -$15.88万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $103.21万 | 0.67% | 1,382 | -89 | -6.1% | -$6.65万 | 减仓 |
| IDVO | AMPLIFY ETF TR | $103.01万 | 0.67% | 24,527 | -2,900 | -10.6% | -$12.18万 | 减仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $101.89万 | 0.66% | 9,090 | -3,990 | -30.5% | -$44.73万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $100.58万 | 0.65% | 23,266 | 23,266 | — | $100.58万 | 新建仓 |
| WMT | WALMART INC | $99.21万 | 0.64% | 8,759 | -5,368 | -38.0% | -$60.80万 | 减仓 |
| — | PROSHARES TR | $97.37万 | 0.63% | 30,266 | -6,371 | -17.4% | -$20.50万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $96.78万 | 0.63% | 26,493 | -7,540 | -22.2% | -$27.54万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $95.82万 | 0.62% | 9,719 | 9,719 | — | $95.82万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $95.35万 | 0.62% | 3,147 | 326 | 11.6% | $9.88万 | 重新持有 |
| NFLT | ETFIS SER TR I | $93.10万 | 0.60% | 40,564 | 4,107 | 11.3% | $9.43万 | 加仓 |
| LRN | STRIDE INC | $92.86万 | 0.60% | 10,768 | -4,178 | -28.0% | -$36.03万 | 减仓 |
| ENS | ENERSYS | $92.52万 | 0.60% | 3,957 | -2,228 | -36.0% | -$52.10万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $91.50万 | 0.59% | 19,386 | 19,386 | — | $91.50万 | 新建仓 |
| MTB | M & T BK CORP | $90.83万 | 0.59% | 3,816 | -1,518 | -28.5% | -$36.13万 | 减仓 |
| INFL | LISTED FDS TR | $90.27万 | 0.58% | 18,098 | -1,670 | -8.4% | -$8.33万 | 减仓 |
| — | GLOBAL X FDS | $85.96万 | 0.56% | 23,866 | -30,062 | -55.7% | -$108.27万 | 减仓 |
| GLW | CORNING INC | $84.96万 | 0.55% | 3,326 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $84.84万 | 0.55% | 2,374 | 18 | 0.8% | $6,433 | 加仓 |
| META | META PLATFORMS INC | $84.75万 | 0.55% | 1,505 | 503 | 50.2% | $28.33万 | 加仓 |
| MGV | VANGUARD WORLD FD | $83.68万 | 0.54% | 5,120 | 499 | 10.8% | $8.16万 | 加仓 |
| — | EXXON MOBIL CORP | $83.07万 | 0.54% | 6,076 | 417 | 7.4% | $5.70万 | 加仓 |
| CLS | CELESTICA INC | $81.82万 | 0.53% | 2,243 | 2,243 | — | $81.82万 | 新建仓 |
| MRK | MERCK & CO INC | $79.93万 | 0.52% | 6,220 | -6,361 | -50.6% | -$81.74万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $79.06万 | 0.51% | 8,569 | -1,005 | -10.5% | -$9.27万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $78.49万 | 0.51% | 30,840 | -28,714 | -48.2% | -$73.08万 | 减仓 |
| FLTR | VANECK ETF TRUST | $77.40万 | 0.50% | 30,222 | 1,701 | 6.0% | $4.36万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $75.03万 | 0.48% | 23,835 | -177 | -0.7% | -$5,572 | 减仓 |
| BOND | PIMCO ETF TR | $74.67万 | 0.48% | 8,098 | 81 | 1.0% | $7,469 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $74.00万 | 0.48% | 5,064 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $72.74万 | 0.47% | 26,705 | 298 | 1.1% | $8,118 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $70.98万 | 0.46% | 31,765 | -75,973 | -70.5% | -$169.77万 | 减仓 |
| IUSG | ISHARES TR | $66.59万 | 0.43% | 3,540 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $65.62万 | 0.42% | 11,385 | -2,507 | -18.0% | -$14.45万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $62.51万 | 0.40% | 22,567 | -568 | -2.5% | -$1.57万 | 减仓 |
| LONZ | PIMCO ETF TR | $61.87万 | 0.40% | 12,547 | 1,477 | 13.3% | $7.28万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $61.85万 | 0.40% | 1,295 | 456 | 54.4% | $21.78万 | 加仓 |
| EWZ | ISHARES INC | $60.07万 | 0.39% | 17,412 | -5,985 | -25.6% | -$20.65万 | 减仓 |
| F | FORD MTR CO | $59.55万 | 0.38% | 42,839 | -15,561 | -26.6% | -$21.63万 | 减仓 |
| SHEL | SHELL PLC | $59.21万 | 0.38% | 7,636 | -1,913 | -20.0% | -$14.83万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $58.56万 | 0.38% | 10,163 | 10,163 | — | $58.56万 | 新建仓 |
| EWX | SPDR INDEX SHS FDS | $58.24万 | 0.38% | 7,838 | 697 | 9.8% | $5.18万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $58.05万 | 0.37% | 11,576 | -254 | -2.1% | -$1.27万 | 减仓 |
| ALL | ALLSTATE CORP | $56.90万 | 0.37% | 2,391 | 30 | 1.3% | $7,139 | 加仓 |
| — | INNOVATOR ETFS TRUST | $56.55万 | 0.37% | 18,379 | -968 | -5.0% | -$2.98万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $53.75万 | 0.35% | 11,273 | 26 | 0.2% | $1,240 | 加仓 |
| IWF | ISHARES TR | $51.70万 | 0.33% | 4,164 | 964 | 30.1% | $11.97万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $50.79万 | 0.33% | 8,993 | 1,069 | 13.5% | $6.04万 | 加仓 |
| LLY | ELI LILLY & CO | $49.77万 | 0.32% | 415 | 101 | 32.2% | $12.11万 | 加仓 |
| URI | UNITED RENTALS INC | $49.20万 | 0.32% | 434 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $49.04万 | 0.32% | 4,452 | -1,115 | -20.0% | -$12.28万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $48.89万 | 0.32% | 3,381 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $48.11万 | 0.31% | 6,753 | -1,996 | -22.8% | -$14.22万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $47.32万 | 0.31% | 1,683 | -186 | -10.0% | -$5.23万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $46.15万 | 0.30% | 6,719 | -2,430 | -26.6% | -$16.69万 | 减仓 |