13F 机构持仓

Daybright Advisory Services, Inc.

MIAMI FL · SEC CIK 0002107111

2026Q22026Q1 更早 9 个季度 🔒
$3.61亿2026Q1 申报市值
133持仓数
54.3%前十大占比 · 第一大 14.7%
8 / 5新建仓 / 清仓
申报市值走势$4.19亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 14.7%
NVDA 9.8%
AGG 9.7%
FBCG 4.3%
AAPL 3.9%
GOOGL 2.9%
VYM 2.7%
VOO 2.3%
AVGO 2.0%
JPST 2.0%

2026Q1 买入最多 按季末市值估算

MU 加仓+$283.20万
AGG 加仓+$184.65万
VOO 加仓+$109.17万
AAPL 加仓+$87.66万
IVV 加仓+$60.03万

2026Q1 卖出最多 按季末市值估算

JPST 减仓-$217.82万
VRT 减仓-$117.38万
APP 减仓-$115.51万
NOW 清仓-$62.41万
MEAR 减仓-$43.68万

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
XLE SELECT SECTOR SPDR TR $36.01万0.10%5,878 310.5% $1,899 加仓
AMAT APPLIED MATLS INC $35.93万0.10%1,051 10.1% $342 加仓
PM PHILIP MORRIS INTL INC $35.68万0.10%2,158 -307-12.5% -$5.08万 减仓
APP APPLOVIN CORP $35.15万0.10%883 -2,902-76.7% -$115.51万 减仓
OKE ONEOK INC NEW $34.33万0.10%3,798 100.3% $904 加仓
ICSH ISHARES TR $33.52万0.09%6,621 400.6% $2,025 加仓
SCHZ SCHWAB STRATEGIC TR $33.42万0.09%14,391 8876.6% $2.06万 加仓
HD HOME DEPOT INC $33.26万0.09%1,011 20.2% $658 加仓
VIGI VANGUARD WHITEHALL FDS $33.08万0.09%3,739 240.6% $2,123 加仓
ITOT ISHARES TR $31.30万0.09%2,197 -117-5.1% -$1.67万 减仓
VZ VERIZON COMMUNICATIONS INC $30.72万0.09%6,119 3055.2% $1.53万 加仓
SCHA SCHWAB STRATEGIC TR $30.26万0.08%10,406 -15-0.1% -$436 减仓
IWP ISHARES TR $30.14万0.08%2,352 -277-10.5% -$3.55万 减仓
ABBV ABBVIE INC $29.09万0.08%1,337 30.2% $653 加仓
IYE ISHARES TR $28.98万0.08%4,474 160.4% $1,036 加仓
TRUT VANECK ETF TRUST $28.58万0.08%11,944 11,944— $28.58万 新建仓
CVX CHEVRON CORPORATION $28.44万0.08%1,375 -36-2.6% -$7,447 减仓
NLR VANECK ETF TRUST $27.40万0.08%2,058 2,058— $27.40万 新建仓
VO VANGUARD INDEX FDS $27.29万0.08%950 -13-1.3% -$3,735 减仓
— EXXON MOBIL CORP $25.16万0.07%1,483 1,483— $25.16万 新建仓
SCHO SCHWAB STRATEGIC TR $24.85万0.07%10,241 550.5% $1,335 加仓
VEA VANGUARD TAX-MANAGED FDS $24.32万0.07%3,795 60.2% $385 加仓
MO ALTRIA GROUP INC $23.82万0.07%3,610 -316-8.0% -$2.09万 减仓
DEM WISDOMTREE TR $23.39万0.06%4,708 270.6% $1,342 加仓
— HONEYWELL INTL INC $23.35万0.06%1,033 -22-2.1% -$4,974 减仓
VB VANGUARD INDEX FDS $22.98万0.06%877 30.3% $786 加仓
IYJ ISHARES TR $22.47万0.06%1,523 10.1% $148 加仓
T AT&T INC $22.06万0.06%7,608 7,608— $22.06万 新建仓
IBDS ISHARES TR $21.82万0.06%9,001 630.7% $1,527 加仓
VOX VANGUARD WORLD FD $21.56万0.06%1,199 1,199— $21.56万 新建仓
VBR VANGUARD INDEX FDS $21.25万0.06%978 978— $21.25万 新建仓
EPD ENTERPRISE PRODS PARTNERS L $21.00万0.06%5,551 5,551— $21.00万 新建仓
IBRX IMMUNITYBIO INC $11.37万0.03%14,819 00.0% — 不变
NOW SERVICENOW INC $00.00%0 -4,074-100.0% -$62.41万 清仓
TSLA TESLA INC $00.00%0 -595-100.0% -$26.75万 清仓
IGM ISHARES TR $00.00%0 —— — 申报中断
UNH UNITEDHEALTH GROUP INC $00.00%0 -675-100.0% -$22.30万 清仓
QCOM QUALCOMM INC $00.00%0 -1,185-100.0% -$20.27万 清仓
IHDG WISDOMTREE TR $00.00%0 -4,161-100.0% -$20.25万 清仓
AMT AMERICAN TOWER CORP NEW $00.00%0 —— — 申报中断
LLY ELI LILLY & CO $00.00%0 —— — 申报中断