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 |
|---|---|---|---|---|---|---|---|---|
| — | ETF SER SOLUTIONS | $46.09万 | 0.30% | 15,866 | -3,705 | -18.9% | -$10.76万 | 减仓 |
| ESGU | ISHARES TR | $46.01万 | 0.30% | 2,811 | 129 | 4.8% | $2.11万 | 加仓 |
| TSLA | TESLA INC | $45.97万 | 0.30% | 1,093 | 107 | 10.9% | $4.50万 | 加仓 |
| KRE | SPDR SERIES TRUST | $45.26万 | 0.29% | 6,047 | 2,282 | 60.6% | $17.08万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $45.15万 | 0.29% | 1,156 | 1 | 0.1% | $391 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $45.04万 | 0.29% | 8,939 | 2,078 | 30.3% | $10.47万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $44.74万 | 0.29% | 1,762 | 51 | 3.0% | $1.29万 | 加仓 |
| IVV | ISHARES TR | $44.58万 | 0.29% | 595 | -24 | -3.9% | -$1.80万 | 减仓 |
| CHAT | TIDAL TRUST II | $44.04万 | 0.28% | 4,463 | 4,463 | — | $44.04万 | 新建仓 |
| MET | METLIFE INC | $44.02万 | 0.28% | 5,202 | 29 | 0.6% | $2,454 | 加仓 |
| COPX | GLOBAL X FDS | $43.98万 | 0.28% | 5,714 | -1,931 | -25.3% | -$14.86万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $43.01万 | 0.28% | 2,933 | -41 | -1.4% | -$6,012 | 减仓 |
| AGG | ISHARES TR | $42.17万 | 0.27% | 4,260 | 32 | 0.8% | $3,168 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $41.04万 | 0.27% | 9,948 | 577 | 6.2% | $2.38万 | 加仓 |
| AIQ | GLOBAL X FDS | $40.21万 | 0.26% | 6,129 | -17 | -0.3% | -$1,115 | 减仓 |
| ICLN | ISHARES TR | $40.11万 | 0.26% | 19,575 | -65 | -0.3% | -$1,332 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $37.99万 | 0.25% | 1,884 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $37.77万 | 0.24% | 3,633 | 41 | 1.1% | $4,262 | 加仓 |
| LRCX | LAM RESEARCH CORP | $37.40万 | 0.24% | 863 | 863 | — | $37.40万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $36.87万 | 0.24% | 15,731 | 828 | 5.6% | $1.94万 | 加仓 |
| IWM | ISHARES TR | $35.45万 | 0.23% | 1,180 | 203 | 20.8% | $6.10万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $35.44万 | 0.23% | 3,785 | -111 | -2.8% | -$1.04万 | 减仓 |
| PLD | PROLOGIS INC. | $35.19万 | 0.23% | 2,598 | 49 | 1.9% | $6,637 | 加仓 |
| IWD | ISHARES TR | $34.40万 | 0.22% | 1,419 | 0 | 0.0% | — | 不变 |
| OUT | OUTFRONT MEDIA INC | $34.34万 | 0.22% | 10,482 | -405 | -3.7% | -$1.33万 | 减仓 |
| REMX | VANECK ETF TRUST | $34.25万 | 0.22% | 3,870 | 1,002 | 34.9% | $8.87万 | 加仓 |
| MTUM | ISHARES TR | $33.84万 | 0.22% | 987 | 52 | 5.6% | $1.78万 | 加仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $32.96万 | 0.21% | 9,374 | 371 | 4.1% | $1.30万 | 加仓 |
| — | PACER FDS TR | $32.80万 | 0.21% | 8,156 | 843 | 11.5% | $3.39万 | 加仓 |
| AOM | ISHARES TR | $32.67万 | 0.21% | 6,549 | -148 | -2.2% | -$7,384 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $31.60万 | 0.20% | 4,304 | 77 | 1.8% | $5,653 | 加仓 |
| CVX | CHEVRON CORPORATION | $31.58万 | 0.20% | 1,905 | 352 | 22.7% | $5.83万 | 加仓 |
| ANGL | VANECK ETF TRUST | $30.63万 | 0.20% | 10,474 | 157 | 1.5% | $4,591 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $30.61万 | 0.20% | 7,612 | 572 | 8.1% | $2.30万 | 加仓 |
| SE | SEA LTD | $30.48万 | 0.20% | 3,181 | 3,181 | — | $30.48万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $29.99万 | 0.19% | 8,863 | -1,221 | -12.1% | -$4.13万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $29.95万 | 0.19% | 7,195 | 7,195 | — | $29.95万 | 新建仓 |
| RTX | RTX CORPORATION | $29.91万 | 0.19% | 1,577 | 353 | 28.8% | $6.70万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $29.23万 | 0.19% | 10,093 | 26 | 0.3% | $753 | 加仓 |
| XEMD | BONDBLOXX ETF TRUST | $29.16万 | 0.19% | 6,491 | 536 | 9.0% | $2.41万 | 加仓 |
| C | CITIGROUP INC | $28.99万 | 0.19% | 2,071 | -33 | -1.6% | -$4,619 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $28.79万 | 0.19% | 16,985 | -2,941 | -14.8% | -$4.98万 | 减仓 |
| SHYG | ISHARES TR | $28.77万 | 0.19% | 6,783 | 458 | 7.2% | $1.94万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $28.68万 | 0.19% | 1,060 | -12 | -1.1% | -$3,246 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $28.23万 | 0.18% | 486 | -637 | -56.7% | -$37.00万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $28.19万 | 0.18% | 14,308 | 913 | 6.8% | $1.80万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $27.84万 | 0.18% | 6,679 | -42 | -0.6% | -$1,751 | 减仓 |
| AIA | ISHARES TR | $27.81万 | 0.18% | 1,963 | 1,963 | — | $27.81万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $27.78万 | 0.18% | 2,031 | 2,031 | — | $27.78万 | 新建仓 |
| PFE | PFIZER INC | $27.62万 | 0.18% | 11,469 | -4,106 | -26.4% | -$9.89万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $27.50万 | 0.18% | 12,913 | 1,339 | 11.6% | $2.85万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $27.47万 | 0.18% | 400 | 24 | 6.4% | $1.65万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $27.11万 | 0.18% | 8,550 | 8,550 | — | $27.11万 | 新建仓 |
| CCL | CARNIVAL CORP LTD | $26.77万 | 0.17% | 9,369 | 9,369 | — | $26.77万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $26.38万 | 0.17% | 10,744 | -169 | -1.5% | -$4,149 | 减仓 |
| KLAC | KLA CORP | $25.65万 | 0.17% | 850 | 850 | — | $25.65万 | 新建仓 |
| DTCR | GLOBAL X FDS | $25.62万 | 0.17% | 8,436 | 8,436 | — | $25.62万 | 新建仓 |
| KO | COCA COLA CO | $25.38万 | 0.16% | 3,123 | -58 | -1.8% | -$4,714 | 减仓 |
| ENFR | ALPS ETF TR | $25.30万 | 0.16% | 6,640 | -344 | -4.9% | -$1.31万 | 减仓 |
| QQQ | INVESCO QQQ TR | $25.26万 | 0.16% | 343 | -130 | -27.5% | -$9.57万 | 减仓 |
| CVS | CVS HEALTH CORP | $24.97万 | 0.16% | 2,414 | 2,414 | — | $24.97万 | 新建仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $24.83万 | 0.16% | 3,912 | 646 | 19.8% | $4.10万 | 重新持有 |
| — | VANECK ETF TRUST | $24.79万 | 0.16% | 969 | 96 | 11.0% | $2.46万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $24.75万 | 0.16% | 7,047 | 0 | 0.0% | — | 不变 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $24.66万 | 0.16% | 9,486 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $24.32万 | 0.16% | 252 | -375 | -59.8% | -$36.19万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $24.10万 | 0.16% | 6,493 | -86 | -1.3% | -$3,192 | 减仓 |
| GE | GE AEROSPACE | $24.06万 | 0.16% | 644 | 644 | — | $24.06万 | 新建仓 |
| FSTA | FIDELITY COVINGTON TRUST | $23.81万 | 0.15% | 4,531 | 4,531 | — | $23.81万 | 新建仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $23.39万 | 0.15% | 11,987 | 5 | 0.0% | $98 | 加仓 |
| GEV | GE VERNOVA INC | $23.27万 | 0.15% | 198 | 198 | — | $23.27万 | 新建仓 |
| — | TEUCRIUM COMMODITY TR | $23.03万 | 0.15% | 9,661 | 1,315 | 15.8% | $3.13万 | 加仓 |
| IWR | ISHARES TR | $22.99万 | 0.15% | 2,084 | -377 | -15.3% | -$4.16万 | 减仓 |
| SEIE | SEI EXCHANGE TRADED FUNDS | $22.82万 | 0.15% | 6,430 | -1,121 | -14.8% | -$3.98万 | 减仓 |
| CAT | CATERPILLAR INC | $22.71万 | 0.15% | 213 | 213 | — | $22.71万 | 新建仓 |
| LIT | GLOBAL X FDS | $22.60万 | 0.15% | 2,887 | -512 | -15.1% | -$4.01万 | 减仓 |
| ESGE | ISHARES INC | $22.29万 | 0.14% | 4,075 | 4,075 | — | $22.29万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $22.24万 | 0.14% | 2,375 | 2,375 | — | $22.24万 | 新建仓 |
| KNTK | KINETIK HOLDINGS INC | $22.18万 | 0.14% | 4,588 | 32 | 0.7% | $1,547 | 加仓 |
| — | BANK OF AMER CORP | $22.08万 | 0.14% | 176 | 176 | — | $22.08万 | 新建仓 |
| BALT | INNOVATOR ETFS TRUST | $21.90万 | 0.14% | 6,390 | -772 | -10.8% | -$2.65万 | 减仓 |
| TFC | TRUIST FINL CORP | $21.62万 | 0.14% | 4,340 | 4,340 | — | $21.62万 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $21.61万 | 0.14% | 10,100 | 0 | 0.0% | — | 不变 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $21.41万 | 0.14% | 4,937 | 4,937 | — | $21.41万 | 新建仓 |
| USXF | ISHARES TR | $21.40万 | 0.14% | 3,081 | 3,081 | — | $21.40万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $21.22万 | 0.14% | 406 | 406 | — | $21.22万 | 新建仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $21.17万 | 0.14% | 16,271 | 16,271 | — | $21.17万 | 新建仓 |
| FENI | FIDELITY COVINGTON TRUST | $21.05万 | 0.14% | 5,245 | 5,245 | — | $21.05万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $20.87万 | 0.13% | 10,569 | -26,755 | -71.7% | -$52.84万 | 减仓 |
| CALF | PACER FDS TR | $20.78万 | 0.13% | 4,106 | -1,633 | -28.5% | -$8.26万 | 减仓 |
| UFEB | INNOVATOR ETFS TRUST | $20.49万 | 0.13% | 5,302 | 5,302 | — | $20.49万 | 新建仓 |
| EPR | EPR PPTYS | $20.47万 | 0.13% | 3,529 | 3,529 | — | $20.47万 | 新建仓 |
| OKE | ONEOK INC NEW | $20.29万 | 0.13% | 2,334 | 15 | 0.6% | $1,304 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $20.27万 | 0.13% | 43,879 | -110 | -0.3% | -$508 | 减仓 |
| IEI | ISHARES TR | $20.27万 | 0.13% | 1,726 | -197 | -10.2% | -$2.31万 | 减仓 |
| LTC | LTC PPTYS INC | $20.21万 | 0.13% | 5,257 | 5,257 | — | $20.21万 | 新建仓 |
| ASML | ASML HLDG NV | $20.19万 | 0.13% | 101 | 101 | — | $20.19万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.10万 | 0.13% | 4,746 | 4,746 | — | $20.10万 | 新建仓 |
| IAGG | ISHARES TR | $20.01万 | 0.13% | 3,955 | -82 | -2.0% | -$4,149 | 减仓 |
| XBIL | RBB FD INC | $20.00万 | 0.13% | 4,000 | 4,000 | — | $20.00万 | 新建仓 |