BRIGHT FINANCIAL ADVISORS, INC.
Portage MI · SEC CIK 0002022456
$2.39亿2026Q2 申报市值
72持仓数
64.7%前十大占比 · 第一大 15.4%
9 / 4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
RSP 加仓+$270.77万
AGG 加仓+$95.75万
FEGE 新建仓+$67.96万
ROK 新建仓+$48.22万
GLDM 加仓+$46.66万
2026Q2 卖出最多 按季末市值估算
GLD 减仓-$62.22万
FBND 减仓-$41.08万
GAL 减仓-$21.71万
NFLX 清仓-$21.69万
CEG 清仓-$21.67万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $3,670.10万 | 15.36% | 370,792 | 9,674 | 2.7% | $95.75万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,592.97万 | 10.86% | 121,866 | 12,726 | 11.7% | $270.77万 | 加仓 |
| GLD | SPDR GOLD TR | $1,974.33万 | 8.27% | 53,595 | -1,689 | -3.1% | -$62.22万 | 减仓 |
| IVV | ISHARES TR | $1,604.55万 | 6.72% | 21,424 | -66 | -0.3% | -$4.94万 | 减仓 |
| IJR | ISHARES TR | $1,415.35万 | 5.93% | 95,431 | 2,661 | 2.9% | $39.47万 | 加仓 |
| GAL | SSGA ACTIVE ETF TR | $903.68万 | 3.78% | 171,020 | -4,109 | -2.3% | -$21.71万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $884.78万 | 3.70% | 44,219 | -152 | -0.3% | -$3.04万 | 减仓 |
| IJH | ISHARES TR | $873.15万 | 3.66% | 113,232 | 4,671 | 4.3% | $36.02万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $790.83万 | 3.31% | 183,315 | 1,087 | 0.6% | $4.69万 | 加仓 |
| SYK | STRYKER CORPORATION | $736.56万 | 3.08% | 23,394 | -121 | -0.5% | -$3.81万 | 减仓 |
| GLDM | WORLD GOLD TR | $725.91万 | 3.04% | 91,401 | 5,875 | 6.9% | $46.66万 | 加仓 |
| AAPL | APPLE INC | $583.52万 | 2.44% | 20,165 | -24 | -0.1% | -$6,945 | 减仓 |
| VTI | VANGUARD INDEX FDS | $536.03万 | 2.24% | 14,485 | -239 | -1.6% | -$8.84万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $524.20万 | 2.19% | 7 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $513.69万 | 2.15% | 12,055 | 526 | 4.6% | $22.41万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $499.01万 | 2.09% | 16,469 | 715 | 4.5% | $21.66万 | 加仓 |
| QQQ | INVESCO QQQ TR | $440.45万 | 1.84% | 5,980 | -4 | -0.1% | -$2,946 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $396.31万 | 1.66% | 78,045 | -3,984 | -4.9% | -$20.23万 | 减仓 |
| MTUM | ISHARES TR | $395.90万 | 1.66% | 11,548 | -293 | -2.5% | -$10.04万 | 减仓 |
| VGT | VANGUARD WORLD FD | $365.96万 | 1.53% | 30,619 | 11 | 0.0% | $1,315 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $286.14万 | 1.20% | 3,831 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $234.18万 | 0.98% | 4,680 | 847 | 22.1% | $42.38万 | 加仓 |
| SOXX | ISHARES TR | $196.54万 | 0.82% | 3,067 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $187.83万 | 0.79% | 33,446 | -152 | -0.5% | -$8,536 | 减仓 |
| AMZN | AMAZON COM INC | $160.42万 | 0.67% | 6,730 | -191 | -2.8% | -$4.55万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $158.86万 | 0.67% | 34,921 | -9,030 | -20.5% | -$41.08万 | 减仓 |
| — | EXXON MOBIL CORP | $157.74万 | 0.66% | 11,537 | 3,036 | 35.7% | $41.51万 | 加仓 |
| IAU | ISHARES GOLD TR | $135.91万 | 0.57% | 17,999 | 37 | 0.2% | $2,794 | 加仓 |
| SGOV | ISHARES TR | $130.34万 | 0.55% | 12,947 | -881 | -6.4% | -$8.87万 | 减仓 |
| EFA | ISHARES TR | $118.03万 | 0.49% | 11,362 | -452 | -3.8% | -$4.70万 | 减仓 |
| CAT | CATERPILLAR INC | $81.32万 | 0.34% | 763 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $74.10万 | 0.31% | 9,025 | -136 | -1.5% | -$1.12万 | 减仓 |
| VHT | VANGUARD WORLD FD | $70.72万 | 0.30% | 2,365 | 0 | 0.0% | — | 不变 |
| FEGE | RBB FUND TRUST | $67.96万 | 0.28% | 13,892 | 13,892 | — | $67.96万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $65.97万 | 0.28% | 3,980 | 1,070 | 36.8% | $17.74万 | 加仓 |
| GOOG | ALPHABET INC | $60.23万 | 0.25% | 1,704 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $60.02万 | 0.25% | 2,115 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $59.67万 | 0.25% | 5,268 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $52.78万 | 0.22% | 1,415 | -389 | -21.6% | -$14.51万 | 减仓 |
| TSLA | TESLA INC | $52.15万 | 0.22% | 1,240 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $51.90万 | 0.22% | 2,869 | 1 | 0.0% | $181 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $50.25万 | 0.21% | 1,787 | 240 | 15.5% | $6.75万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $49.11万 | 0.21% | 715 | 27 | 3.9% | $1.85万 | 加仓 |
| CSCO | CISCO SYS INC | $48.42万 | 0.20% | 4,122 | 40 | 1.0% | $4,698 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $48.22万 | 0.20% | 974 | 974 | — | $48.22万 | 新建仓 |
| MO | ALTRIA GROUP INC | $45.58万 | 0.19% | 6,335 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $45.17万 | 0.19% | 3,956 | 20 | 0.5% | $2,284 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $42.16万 | 0.18% | 9,989 | 9,989 | — | $42.16万 | 新建仓 |
| ABBV | ABBVIE INC | $41.74万 | 0.17% | 1,658 | 304 | 22.5% | $7.65万 | 加仓 |
| VOX | VANGUARD WORLD FD | $40.76万 | 0.17% | 2,216 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $39.56万 | 0.17% | 681 | 681 | — | $39.56万 | 新建仓 |
| SMH | VANECK ETF TRUST | $37.96万 | 0.16% | 578 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $37.48万 | 0.16% | 5,216 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $31.64万 | 0.13% | 6,255 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $30.59万 | 0.13% | 255 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $29.55万 | 0.12% | 2,015 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $28.81万 | 0.12% | 2,141 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $28.75万 | 0.12% | 761 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $28.69万 | 0.12% | 6,775 | 2,480 | 57.7% | $10.50万 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $27.41万 | 0.11% | 5,555 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $26.99万 | 0.11% | 5,130 | -812 | -13.7% | -$4.27万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $26.73万 | 0.11% | 1,052 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $26.35万 | 0.11% | 1,857 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $25.59万 | 0.11% | 716 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $24.82万 | 0.10% | 1,308 | 183 | 16.3% | $3.47万 | 加仓 |
| IXC | ISHARES TR | $24.57万 | 0.10% | 5,000 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $23.67万 | 0.10% | 694 | 694 | — | $23.67万 | 新建仓 |
| TWLO | TWILIO INC | $22.70万 | 0.10% | 1,100 | 1,100 | — | $22.70万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $20.65万 | 0.09% | 631 | 631 | — | $20.65万 | 新建仓 |
| TGT | TARGET CORP | $20.64万 | 0.09% | 1,580 | 1,580 | — | $20.64万 | 新建仓 |
| ARKK | ARK ETF TR | $20.39万 | 0.09% | 2,523 | 2,523 | — | $20.39万 | 新建仓 |
| — | GOLDMINING INC | $1.18万 | 0.00% | 12,961 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,256 | -100.0% | -$21.69万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -776 | -100.0% | -$21.67万 | 清仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $0 | 0.00% | 0 | -7,215 | -100.0% | -$20.71万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -2,953 | -100.0% | -$20.12万 | 清仓 |