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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -104,384 | -100.0% | -$297.08万 | 清仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -27,777 | -100.0% | -$184.52万 | 清仓 |
| — | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -58,625 | -100.0% | -$160.36万 | 清仓 |
| — | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -35,915 | -100.0% | -$144.97万 | 清仓 |
| ITB | ISHARES TR | $0 | 0.00% | 0 | -15,007 | -100.0% | -$144.52万 | 清仓 |
| CGBD | CARLYLE SECURED LENDING INC | $0 | 0.00% | 0 | -111,522 | -100.0% | -$139.29万 | 清仓 |
| KALU | KAISER ALUMINUM CORP | $0 | 0.00% | 0 | -11,733 | -100.0% | -$134.77万 | 清仓 |
| — | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -24,220 | -100.0% | -$118.07万 | 清仓 |
| FPE | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -54,970 | -100.0% | -$100.15万 | 清仓 |
| XLB | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -21,098 | -100.0% | -$95.68万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -8,309 | -100.0% | -$94.53万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -26,451 | -100.0% | -$93.35万 | 清仓 |
| SW | SMURFIT WESTROCK PLC | $0 | 0.00% | 0 | -20,624 | -100.0% | -$79.75万 | 清仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -13,217 | -100.0% | -$59.22万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,583 | -100.0% | -$24.40万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,169 | -100.0% | -$23.14万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -962 | -100.0% | -$21.99万 | 清仓 |
| ZALT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,735 | -100.0% | -$21.94万 | 清仓 |
| — | ISHARES INC | $0 | 0.00% | 0 | -6,125 | -100.0% | -$21.73万 | 清仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -4,529 | -100.0% | -$20.17万 | 清仓 |
| — | ATAI BECKLEY NV | $0 | 0.00% | 0 | -25,000 | -100.0% | -$10.22万 | 清仓 |
| GDRX | GOODRX HLDGS INC | $1.96万 | 0.01% | 10,000 | 10,000 | — | $1.96万 | 新建仓 |
| SLDP | SOLID POWER INC | $3.90万 | 0.03% | 13,000 | 1,400 | 12.1% | $4,200 | 加仓 |
| PML | PIMCO MUN INCOME FD II | $8.83万 | 0.06% | 11,670 | 11,670 | — | $8.83万 | 新建仓 |
| — | ATAIBECKLEY INC | $8.85万 | 0.06% | 25,000 | 25,000 | — | $8.85万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $10.24万 | 0.07% | 10,805 | -6,563 | -37.8% | -$6.22万 | 减仓 |
| FTMA | PUTNAM ETF TRUST | $11.53万 | 0.08% | 12,860 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $11.77万 | 0.08% | 11,737 | 12 | 0.1% | $120 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $16.59万 | 0.11% | 10,100 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $20.20万 | 0.14% | 4,037 | -708 | -14.9% | -$3.54万 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $20.37万 | 0.14% | 43,989 | 43,989 | — | $20.37万 | 新建仓 |
| MDT | MEDTRONIC PLC | $20.88万 | 0.14% | 2,410 | -101 | -4.0% | -$8,753 | 减仓 |
| OKE | ONEOK INC NEW | $20.96万 | 0.14% | 2,319 | 2,319 | — | $20.96万 | 新建仓 |
| — | TEUCRIUM COMMODITY TR | $21.17万 | 0.14% | 8,346 | 8,346 | — | $21.17万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $21.43万 | 0.15% | 7,265 | 7,265 | — | $21.43万 | 新建仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $21.51万 | 0.15% | 4,001 | 4,001 | — | $21.51万 | 新建仓 |
| HST | HOST HOTELS & RESORTS INC | $21.85万 | 0.15% | 11,403 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $21.91万 | 0.15% | 873 | 873 | — | $21.91万 | 新建仓 |
| PEP | PEPSICO INC | $21.94万 | 0.15% | 1,413 | 1,413 | — | $21.94万 | 新建仓 |
| KNTK | KINETIK HOLDINGS INC | $22.06万 | 0.15% | 4,556 | 4,556 | — | $22.06万 | 新建仓 |
| TJX | TJX COS INC NEW | $22.16万 | 0.15% | 1,387 | 72 | 5.5% | $1.15万 | 加仓 |
| MTUM | ISHARES TR | $22.44万 | 0.15% | 935 | 104 | 12.5% | $2.50万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $22.47万 | 0.15% | 376 | 46 | 13.9% | $2.75万 | 加仓 |
| BAC | BANK AMERICA CORP | $22.68万 | 0.16% | 4,653 | 4,653 | — | $22.68万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $22.71万 | 0.16% | 376 | 376 | — | $22.71万 | 新建仓 |
| IEI | ISHARES TR | $22.80万 | 0.16% | 1,923 | -22,004 | -92.0% | -$260.91万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $22.85万 | 0.16% | 1,123 | 110 | 10.9% | $2.24万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $23.04万 | 0.16% | 11,982 | 5 | 0.0% | $96 | 加仓 |
| CHMG | CHEMUNG FINL CORP | $23.20万 | 0.16% | 4,310 | 0 | 0.0% | — | 不变 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $23.39万 | 0.16% | 5,068 | 5,068 | — | $23.39万 | 新建仓 |
| KGC | KINROSS GOLD CORP | $23.41万 | 0.16% | 7,669 | 400 | 5.5% | $1.22万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $23.52万 | 0.16% | 7,047 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $23.60万 | 0.16% | 1,224 | 32 | 2.7% | $6,171 | 加仓 |
| — | INVESCO DB MULTI-SECTOR COMM | $23.62万 | 0.16% | 8,016 | 8,016 | — | $23.62万 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $23.84万 | 0.16% | 7,040 | -43 | -0.6% | -$1,456 | 减仓 |
| C | CITIGROUP INC | $23.86万 | 0.16% | 2,104 | 112 | 5.6% | $1.27万 | 加仓 |
| IWR | ISHARES TR | $23.93万 | 0.16% | 2,461 | -51 | -2.0% | -$4,959 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $23.97万 | 0.16% | 7,162 | -2,999 | -29.5% | -$10.04万 | 减仓 |
| KO | COCA COLA CO | $24.19万 | 0.17% | 3,181 | 143 | 4.7% | $1.09万 | 加仓 |
| IWM | ISHARES TR | $24.22万 | 0.17% | 977 | 41 | 4.4% | $1.02万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $24.32万 | 0.17% | 3,515 | 131 | 3.9% | $9,064 | 加仓 |
| KRE | SPDR SERIES TRUST | $24.53万 | 0.17% | 3,765 | -50,269 | -93.0% | -$327.49万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $24.58万 | 0.17% | 627 | -365 | -36.8% | -$14.31万 | 减仓 |
| SEIE | SEI EXCHANGE TRADED FUNDS | $24.61万 | 0.17% | 7,551 | -267 | -3.4% | -$8,703 | 减仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $25.00万 | 0.17% | 9,486 | 9,486 | — | $25.00万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $25.13万 | 0.17% | 11,574 | 1,028 | 9.7% | $2.23万 | 加仓 |
| REMX | VANECK ETF TRUST | $25.24万 | 0.17% | 2,868 | 2,868 | — | $25.24万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $25.27万 | 0.17% | 10,067 | 28 | 0.3% | $703 | 加仓 |
| LIT | GLOBAL X FDS | $25.27万 | 0.17% | 3,399 | 305 | 9.9% | $2.27万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $25.38万 | 0.17% | 5,390 | 5,390 | — | $25.38万 | 新建仓 |
| DOW | DOW HLDGS INC | $25.56万 | 0.17% | 6,136 | 6,136 | — | $25.56万 | 新建仓 |
| CALF | PACER FDS TR | $25.75万 | 0.18% | 5,739 | -522 | -8.3% | -$2.34万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $26.00万 | 0.18% | 13,395 | 13,395 | — | $26.00万 | 新建仓 |
| UDEC | INNOVATOR ETFS TRUST | $26.10万 | 0.18% | 6,721 | 995 | 17.4% | $3.86万 | 加仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $26.16万 | 0.18% | 5,851 | -7,037 | -54.6% | -$31.46万 | 减仓 |
| XEMD | BONDBLOXX ETF TRUST | $26.17万 | 0.18% | 5,955 | 5,955 | — | $26.17万 | 新建仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $26.20万 | 0.18% | 6,579 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD | $26.26万 | 0.18% | 1,072 | -39 | -3.5% | -$9,555 | 减仓 |
| ENFR | ALPS ETF TR | $26.68万 | 0.18% | 6,984 | 6,984 | — | $26.68万 | 新建仓 |
| SHYG | ISHARES TR | $26.76万 | 0.18% | 6,325 | 57 | 0.9% | $2,412 | 加仓 |
| — | PACER FDS TR | $26.87万 | 0.18% | 7,313 | 54 | 0.7% | $1,984 | 加仓 |
| QQQ | INVESCO QQQ TR | $27.30万 | 0.19% | 473 | -25 | -5.0% | -$1.44万 | 减仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $28.19万 | 0.19% | 3,855 | 3,855 | — | $28.19万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $28.35万 | 0.19% | 839 | 68 | 8.8% | $2.30万 | 加仓 |
| AIQ | GLOBAL X FDS | $28.68万 | 0.20% | 6,146 | 6,146 | — | $28.68万 | 新建仓 |
| OUT | OUTFRONT MEDIA INC | $28.85万 | 0.20% | 10,887 | -2,107 | -16.2% | -$5.58万 | 减仓 |
| LLY | ELI LILLY & CO | $28.86万 | 0.20% | 314 | 51 | 19.4% | $4.69万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $29.37万 | 0.20% | 10,084 | 765 | 8.2% | $2.23万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $29.50万 | 0.20% | 1,155 | 0 | 0.0% | — | 不变 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $29.62万 | 0.20% | 3,896 | 262 | 7.2% | $1.99万 | 加仓 |
| ANGL | VANECK ETF TRUST | $29.63万 | 0.20% | 10,317 | 94 | 0.9% | $2,700 | 加仓 |
| IWD | ISHARES TR | $30.32万 | 0.21% | 1,419 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $31.13万 | 0.21% | 4,227 | -818 | -16.2% | -$6.02万 | 减仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $31.26万 | 0.21% | 9,003 | -263 | -2.8% | -$9,131 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $31.32万 | 0.21% | 6,861 | 976 | 16.6% | $4.46万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $31.33万 | 0.21% | 10,913 | 287 | 2.7% | $8,240 | 加仓 |
| URI | UNITED RENTALS INC | $31.64万 | 0.22% | 434 | 4 | 0.9% | $2,916 | 加仓 |
| AOM | ISHARES TR | $31.72万 | 0.22% | 6,697 | -965 | -12.6% | -$4.57万 | 减仓 |