BRIGHT FINANCIAL ADVISORS, INC.
Portage MI · SEC CIK 0002022456
$2.18亿2026Q1 申报市值
67持仓数
66.7%前十大占比 · 第一大 16.4%
4 / 3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
RSP 加仓+$145.40万
SDVY 加仓+$99.85万
EXXON MOBIL CORP 加仓+$46.71万
AGG 加仓+$38.99万
BRK/B 加仓+$38.58万
2026Q1 卖出最多 按季末市值估算
GLD 减仓-$55.68万
BND 清仓-$33.41万
WFC 清仓-$22.47万
MINT 清仓-$20.33万
MSFT 减仓-$18.99万
2026Q1 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 | $3,584.83万 | 16.43% | 361,118 | 3,928 | 1.1% | $38.99万 | 加仓 |
| GLD | SPDR GOLD TR | $2,378.82万 | 10.90% | 55,284 | -1,294 | -2.3% | -$55.68万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,094.64万 | 9.60% | 109,140 | 7,576 | 7.5% | $145.40万 | 加仓 |
| IVV | ISHARES TR | $1,403.82万 | 6.43% | 21,490 | 524 | 2.5% | $34.23万 | 加仓 |
| IJR | ISHARES TR | $1,153.23万 | 5.28% | 92,770 | 2,500 | 2.8% | $31.08万 | 加仓 |
| GAL | SSGA ACTIVE ETF TR | $866.90万 | 3.97% | 175,129 | 1,581 | 0.9% | $7.83万 | 加仓 |
| GLDM | WORLD GOLD TR | $792.74万 | 3.63% | 85,526 | 738 | 0.9% | $6.84万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $773.84万 | 3.55% | 44,371 | 245 | 0.6% | $4.27万 | 加仓 |
| SYK | STRYKER CORPORATION | $772.72万 | 3.54% | 23,515 | 1,086 | 4.8% | $35.69万 | 加仓 |
| IJH | ISHARES TR | $733.12万 | 3.36% | 108,561 | 5,165 | 5.0% | $34.88万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $718.53万 | 3.29% | 182,228 | 25,322 | 16.1% | $99.85万 | 加仓 |
| AAPL | APPLE INC | $512.41万 | 2.35% | 20,189 | 994 | 5.2% | $25.23万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $502.70万 | 2.30% | 7 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $472.36万 | 2.16% | 14,724 | -321 | -2.1% | -$10.30万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $415.97万 | 1.91% | 82,029 | 2,571 | 3.2% | $13.04万 | 加仓 |
| ETN | EATON CORP PLC | $412.36万 | 1.89% | 11,529 | -188 | -1.6% | -$6.72万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $374.38万 | 1.72% | 15,754 | 1,605 | 11.3% | $38.14万 | 加仓 |
| QQQ | INVESCO QQQ TR | $345.45万 | 1.58% | 5,984 | 33 | 0.6% | $1.91万 | 加仓 |
| MTUM | ISHARES TR | $284.19万 | 1.30% | 11,841 | 27 | 0.2% | $6,480 | 加仓 |
| VGT | VANGUARD WORLD FD | $267.03万 | 1.22% | 3,826 | 26 | 0.7% | $1.81万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $249.19万 | 1.14% | 3,831 | 539 | 16.4% | $35.06万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $200.50万 | 0.92% | 43,951 | 6,414 | 17.1% | $29.26万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $183.68万 | 0.84% | 3,833 | 805 | 26.6% | $38.58万 | 加仓 |
| NOBL | PROSHARES TR | $178.09万 | 0.82% | 16,799 | -206 | -1.2% | -$2.18万 | 减仓 |
| IAU | ISHARES GOLD TR | $158.35万 | 0.73% | 17,962 | 423 | 2.4% | $3.73万 | 加仓 |
| — | EXXON MOBIL CORP | $144.24万 | 0.66% | 8,501 | 2,753 | 47.9% | $46.71万 | 加仓 |
| AMZN | AMAZON COM INC | $144.14万 | 0.66% | 6,921 | -86 | -1.2% | -$1.79万 | 减仓 |
| SGOV | ISHARES TR | $139.20万 | 0.64% | 13,828 | 80 | 0.6% | $8,053 | 加仓 |
| EFA | ISHARES TR | $114.75万 | 0.53% | 11,814 | 2,004 | 20.4% | $19.46万 | 加仓 |
| SOXX | ISHARES TR | $100.81万 | 0.46% | 3,067 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $75.64万 | 0.35% | 9,161 | -240 | -2.6% | -$1.98万 | 减仓 |
| MSFT | MICROSOFT CORP | $66.78万 | 0.31% | 1,804 | -513 | -22.1% | -$18.99万 | 减仓 |
| WMT | WALMART INC | $65.47万 | 0.30% | 5,268 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $64.41万 | 0.30% | 2,365 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $61.66万 | 0.28% | 5,216 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $60.21万 | 0.28% | 2,910 | 1,170 | 67.2% | $24.21万 | 加仓 |
| CAT | CATERPILLAR INC | $54.10万 | 0.25% | 763 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $53.72万 | 0.25% | 2,115 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $48.89万 | 0.22% | 1,704 | -22 | -1.3% | -$6,312 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $47.42万 | 0.22% | 2,868 | -275 | -8.7% | -$4.55万 | 减仓 |
| SHOP | SHOPIFY INC | $46.69万 | 0.21% | 3,936 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $46.10万 | 0.21% | 1,240 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $41.80万 | 0.19% | 6,335 | 300 | 5.0% | $1.98万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $41.11万 | 0.19% | 688 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $39.85万 | 0.18% | 2,216 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $37.50万 | 0.17% | 1,547 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $31.67万 | 0.15% | 4,082 | 40 | 1.0% | $3,104 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $31.21万 | 0.14% | 6,255 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $31.01万 | 0.14% | 5,942 | 7 | 0.1% | $365 | 加仓 |
| ABBV | ABBVIE INC | $29.45万 | 0.13% | 1,354 | -16 | -1.2% | -$3,480 | 减仓 |
| PG | PROCTER & GAMBLE CO | $29.11万 | 0.13% | 2,015 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $28.80万 | 0.13% | 5,000 | 0 | 0.0% | — | 不变 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $27.55万 | 0.13% | 5,555 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $25.73万 | 0.12% | 1,052 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $23.55万 | 0.11% | 761 | 761 | — | $23.55万 | 新建仓 |
| LLY | ELI LILLY & CO | $23.45万 | 0.11% | 255 | 25 | 10.9% | $2.30万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $23.41万 | 0.11% | 2,141 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $23.24万 | 0.11% | 1,857 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $22.19万 | 0.10% | 578 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $21.70万 | 0.10% | 1,125 | 1,125 | — | $21.70万 | 新建仓 |
| NFLX | NETFLIX INC. | $21.69万 | 0.10% | 2,256 | 106 | 4.9% | $1.02万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $21.67万 | 0.10% | 776 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $21.56万 | 0.10% | 4,295 | 4,295 | — | $21.56万 | 新建仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $20.71万 | 0.09% | 7,215 | -1,494 | -17.2% | -$4.29万 | 重新持有 |
| GOOGL | ALPHABET INC | $20.59万 | 0.09% | 716 | 716 | — | $20.59万 | 新建仓 |
| SLV | ISHARES SILVER TR | $20.12万 | 0.09% | 2,953 | -341 | -10.4% | -$2.32万 | 减仓 |
| — | GOLDMINING INC | $1.54万 | 0.01% | 12,961 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -4,511 | -100.0% | -$33.41万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -2,411 | -100.0% | -$22.47万 | 清仓 |
| MINT | PIMCO ETF TR | $0 | 0.00% | 0 | -2,026 | -100.0% | -$20.33万 | 清仓 |