Bright Futures Wealth Management, LLC.
WEBSTER, NY 14580 NY · SEC CIK 0001803980
$1.46亿2026Q1 申报市值
188持仓数
22.7%前十大占比 · 第一大 2.8%
49 / 21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
PMAR 新建仓+$399.98万
BRK/B 新建仓+$393.66万
TBIL 新建仓+$355.27万
INNOVATOR ETFS T 新建仓+$318.04万
CLOI 加仓+$237.54万
2026Q1 卖出最多 按季末市值估算
KRE 减仓-$327.49万
INNOVATOR ETFS T 清仓-$297.08万
BXMT 减仓-$283.37万
IEI 减仓-$260.91万
FLTR 减仓-$259.16万
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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $32.13万 | 0.22% | 1,553 | 1,553 | — | $32.13万 | 新建仓 |
| PLD | PROLOGIS INC. | $33.70万 | 0.23% | 2,549 | -107 | -4.0% | -$1.41万 | 减仓 |
| IWF | ISHARES TR | $34.11万 | 0.23% | 800 | -335 | -29.5% | -$14.28万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $34.75万 | 0.24% | 14,903 | 92 | 0.6% | $2,145 | 加仓 |
| ICLN | ISHARES TR | $35.92万 | 0.25% | 19,640 | -290 | -1.5% | -$5,304 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $36.51万 | 0.25% | 9,371 | 87 | 0.9% | $3,390 | 加仓 |
| MET | METLIFE INC | $36.59万 | 0.25% | 5,173 | -271 | -5.0% | -$1.92万 | 减仓 |
| TSLA | TESLA INC | $36.65万 | 0.25% | 986 | 23 | 2.4% | $8,550 | 加仓 |
| ESGU | ISHARES TR | $37.93万 | 0.26% | 2,682 | 388 | 16.9% | $5.49万 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $38.16万 | 0.26% | 19,926 | -147,974 | -88.1% | -$283.37万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $39.38万 | 0.27% | 1,884 | -90 | -4.6% | -$1.88万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $40.11万 | 0.27% | 3,381 | 81 | 2.5% | $9,609 | 加仓 |
| IVV | ISHARES TR | $40.47万 | 0.28% | 619 | 62 | 11.1% | $4.05万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $41.25万 | 0.28% | 3,520 | 3,520 | — | $41.25万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $41.83万 | 0.29% | 1,711 | 319 | 22.9% | $7.80万 | 加仓 |
| AGG | ISHARES TR | $41.98万 | 0.29% | 4,228 | 21 | 0.5% | $2,085 | 加仓 |
| SPYM | SPDR SERIES TRUST | $42.48万 | 0.29% | 5,549 | -21 | -0.4% | -$1,607 | 减仓 |
| PG | PROCTER & GAMBLE CO | $42.96万 | 0.29% | 2,974 | -8 | -0.3% | -$1,156 | 减仓 |
| PFE | PFIZER INC | $43.73万 | 0.30% | 15,575 | 1,293 | 9.1% | $3.63万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $44.91万 | 0.31% | 7,924 | 19 | 0.2% | $1,077 | 加仓 |
| GLW | CORNING INC | $45.22万 | 0.31% | 3,326 | 379 | 12.9% | $5.15万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $45.30万 | 0.31% | 1,869 | -25 | -1.3% | -$6,060 | 减仓 |
| CAIE | CALAMOS ETF TR | $46.50万 | 0.32% | 18,497 | 18,497 | — | $46.50万 | 新建仓 |
| EWX | SPDR INDEX SHS FDS | $47.22万 | 0.32% | 7,141 | 32 | 0.5% | $2,116 | 加仓 |
| COP | CONOCOPHILLIPS | $47.41万 | 0.32% | 3,592 | -53 | -1.5% | -$6,995 | 减仓 |
| ALL | ALLSTATE CORP | $48.94万 | 0.34% | 2,361 | -60 | -2.5% | -$1.24万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $49.28万 | 0.34% | 11,247 | 526 | 4.9% | $2.30万 | 加仓 |
| — | ETF SER SOLUTIONS | $50.06万 | 0.34% | 19,571 | 19,571 | — | $50.06万 | 新建仓 |
| LONZ | PIMCO ETF TR | $54.66万 | 0.37% | 11,070 | 558 | 5.3% | $2.76万 | 加仓 |
| IUSG | ISHARES TR | $54.90万 | 0.38% | 3,540 | 1 | 0.0% | $155 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $56.07万 | 0.38% | 8,749 | 1,998 | 29.6% | $12.80万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $56.51万 | 0.39% | 19,347 | -6,957 | -26.4% | -$20.32万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $56.80万 | 0.39% | 9,149 | -2,524 | -21.6% | -$15.67万 | 减仓 |
| IUSV | ISHARES TR | $56.92万 | 0.39% | 5,567 | -269 | -4.6% | -$2.75万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $57.26万 | 0.39% | 23,135 | -1,642 | -6.6% | -$4.06万 | 减仓 |
| META | META PLATFORMS INC | $57.30万 | 0.39% | 1,002 | 1,002 | — | $57.30万 | 新建仓 |
| COPX | GLOBAL X FDS | $58.37万 | 0.40% | 7,645 | -12,525 | -62.1% | -$95.63万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $59.29万 | 0.41% | 11,830 | 878 | 8.0% | $4.40万 | 加仓 |
| GOOG | ALPHABET INC | $60.99万 | 0.42% | 2,126 | -4,650 | -68.6% | -$133.40万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $66.32万 | 0.45% | 5,064 | -236 | -4.5% | -$3.09万 | 减仓 |
| MGV | VANGUARD WORLD FD | $66.99万 | 0.46% | 4,621 | 150 | 3.4% | $2.17万 | 加仓 |
| F | FORD MTR CO | $67.39万 | 0.46% | 58,400 | 30 | 0.1% | $346 | 加仓 |
| GOOGL | ALPHABET INC | $67.76万 | 0.46% | 2,356 | 15 | 0.6% | $4,314 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $69.14万 | 0.47% | 20,762 | 20,762 | — | $69.14万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $70.07万 | 0.48% | 37,324 | 37,324 | — | $70.07万 | 新建仓 |
| FALN | ISHARES TR | $70.56万 | 0.48% | 26,407 | -1,372 | -4.9% | -$3.67万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $70.88万 | 0.49% | 24,012 | -428 | -1.8% | -$1.26万 | 减仓 |
| FLTR | VANECK ETF TRUST | $72.67万 | 0.50% | 28,521 | -101,711 | -78.1% | -$259.16万 | 减仓 |
| CSCO | CISCO SYS INC | $73.14万 | 0.50% | 9,426 | -3 | -0.0% | -$233 | 减仓 |
| BOND | PIMCO ETF TR | $73.99万 | 0.51% | 8,017 | -589 | -6.8% | -$5.44万 | 减仓 |
| EWC | ISHARES INC | $76.11万 | 0.52% | 13,892 | 13,892 | — | $76.11万 | 新建仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $78.09万 | 0.53% | 13,080 | 184 | 1.4% | $1.10万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $82.32万 | 0.56% | 2,437 | 95 | 4.1% | $3.21万 | 加仓 |
| NFLT | ETFIS SER TR I | $82.94万 | 0.57% | 36,457 | 1,497 | 4.3% | $3.41万 | 加仓 |
| ACI | ALBERTSONS COS INC | $83.66万 | 0.57% | 49,095 | 1,488 | 3.1% | $2.54万 | 加仓 |
| SHEL | SHELL PLC | $88.80万 | 0.61% | 9,549 | 1,697 | 21.6% | $15.78万 | 加仓 |
| EWZ | ISHARES INC | $89.82万 | 0.61% | 23,397 | 23,397 | — | $89.82万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $89.97万 | 0.62% | 9,574 | 9,574 | — | $89.97万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $95.67万 | 0.65% | 1,471 | -8 | -0.5% | -$5,203 | 减仓 |
| — | EXXON MOBIL CORP | $96.01万 | 0.66% | 5,659 | 1,569 | 38.4% | $26.62万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $98.94万 | 0.68% | 39,607 | 1,621 | 4.3% | $4.05万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $100.63万 | 0.69% | 3,421 | -103 | -2.9% | -$3.03万 | 减仓 |
| INFL | LISTED FDS TR | $102.91万 | 0.70% | 19,768 | 6,009 | 43.7% | $31.28万 | 加仓 |
| MSFT | MICROSOFT CORP | $104.02万 | 0.71% | 2,810 | 132 | 4.9% | $4.89万 | 加仓 |
| IOO | ISHARES TR | $104.96万 | 0.72% | 8,677 | -17 | -0.2% | -$2,056 | 减仓 |
| ENS | ENERSYS | $107.45万 | 0.74% | 6,185 | -1,957 | -24.0% | -$34.00万 | 减仓 |
| MTB | M & T BK CORP | $110.27万 | 0.75% | 5,334 | -4,882 | -47.8% | -$100.92万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $110.27万 | 0.75% | 45,434 | -2,274 | -4.8% | -$5.52万 | 减仓 |
| IDVO | AMPLIFY ETF TR | $111.00万 | 0.76% | 27,427 | 27,427 | — | $111.00万 | 新建仓 |
| IJR | ISHARES TR | $113.42万 | 0.78% | 9,124 | -42 | -0.5% | -$5,221 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $114.93万 | 0.79% | 34,033 | 123 | 0.4% | $4,154 | 加仓 |
| — | PROSHARES TR | $116.37万 | 0.80% | 36,637 | 36,637 | — | $116.37万 | 新建仓 |
| SFLR | INNOVATOR ETFS TRUST | $118.48万 | 0.81% | 33,460 | 33,460 | — | $118.48万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $121.89万 | 0.83% | 26,561 | 26,561 | — | $121.89万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $127.60万 | 0.87% | 3,237 | 542 | 20.1% | $21.37万 | 加仓 |
| IJH | ISHARES TR | $129.14万 | 0.88% | 19,124 | 139 | 0.7% | $9,387 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $129.25万 | 0.88% | 13,250 | 4,033 | 43.8% | $39.34万 | 加仓 |
| LRN | STRIDE INC | $131.78万 | 0.90% | 14,946 | -3,071 | -17.0% | -$27.08万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $133.59万 | 0.91% | 9,112 | 9,112 | — | $133.59万 | 新建仓 |
| XME | SPDR SERIES TRUST | $133.63万 | 0.91% | 12,372 | -503 | -3.9% | -$5.43万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $135.78万 | 0.93% | 56,969 | 56,969 | — | $135.78万 | 新建仓 |
| POWR | ISHARES INC | $140.40万 | 0.96% | 53,525 | 5,919 | 12.4% | $15.53万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $143.60万 | 0.98% | 4,184 | 339 | 8.8% | $11.64万 | 加仓 |
| EUFN | ISHARES TR | $144.56万 | 0.99% | 41,482 | 41,482 | — | $144.56万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $149.36万 | 1.02% | 59,554 | 59,554 | — | $149.36万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $150.05万 | 1.03% | 29,789 | 7,896 | 36.1% | $39.77万 | 加仓 |
| MRK | MERCK & CO INC | $151.34万 | 1.04% | 12,581 | 751 | 6.3% | $9.03万 | 加仓 |
| MOO | VANECK ETF TRUST | $156.57万 | 1.07% | 18,529 | 18,529 | — | $156.57万 | 新建仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $161.56万 | 1.11% | 9,877 | -171 | -1.7% | -$2.80万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $163.62万 | 1.12% | 12,496 | 12,496 | — | $163.62万 | 新建仓 |
| BILS | SPDR SERIES TRUST | $169.32万 | 1.16% | 17,027 | 1,431 | 9.2% | $14.23万 | 加仓 |
| WMT | WALMART INC | $175.56万 | 1.20% | 14,127 | -237 | -1.6% | -$2.95万 | 减仓 |
| EUAD | SPINNAKER ETF SERIES | $179.90万 | 1.23% | 44,158 | 11,071 | 33.5% | $45.10万 | 加仓 |
| CSHI | NEOS ETF TRUST | $186.29万 | 1.28% | 37,422 | -34,656 | -48.1% | -$172.52万 | 减仓 |
| — | GLOBAL X FDS | $191.98万 | 1.31% | 53,928 | 1,287 | 2.4% | $4.58万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $206.61万 | 1.41% | 11,847 | 13 | 0.1% | $2,267 | 加仓 |
| AMZN | AMAZON COM INC | $207.58万 | 1.42% | 9,967 | 151 | 1.5% | $3.14万 | 加仓 |
| SMH | VANECK ETF TRUST | $218.67万 | 1.50% | 5,703 | 75 | 1.3% | $2.88万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $227.41万 | 1.56% | 19,113 | 19,113 | — | $227.41万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $236.76万 | 1.62% | 6,444 | 52 | 0.8% | $1.91万 | 加仓 |