Briggs Wealth Management, Inc
GLASTONBURY CT · SEC CIK 0002109156
$1.10亿2026Q2 申报市值
61持仓数
77.9%前十大占比 · 第一大 46.4%
6 / 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
PVAL 加仓+$139.39万
VXUS 加仓+$119.99万
BND 加仓+$53.96万
DFAX 新建仓+$50.31万
VIOV 新建仓+$39.03万
2026Q2 卖出最多 按季末市值估算
VTI 减仓-$58.43万
VEA 清仓-$52.59万
VWO 清仓-$42.30万
IAU 清仓-$34.96万
VOO 清仓-$21.93万
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -8,207 | -100.0% | -$52.59万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -7,827 | -100.0% | -$42.30万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -3,965 | -100.0% | -$34.96万 | 清仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -367 | -100.0% | -$21.93万 | 清仓 |
| MTZ | MASTEC INC | $20.80万 | 0.19% | 500 | 500 | — | $20.80万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $21.27万 | 0.19% | 6,708 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $21.64万 | 0.20% | 2,725 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $21.96万 | 0.20% | 1,002 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.02万 | 0.20% | 440 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES TR | $22.29万 | 0.20% | 3,296 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $23.10万 | 0.21% | 969 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $24.07万 | 0.22% | 9,937 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR | $24.79万 | 0.23% | 10,702 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $24.83万 | 0.23% | 207 | -77 | -27.1% | -$9.24万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $24.98万 | 0.23% | 4,938 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $25.10万 | 0.23% | 2,140 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $25.25万 | 0.23% | 9,115 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $26.20万 | 0.24% | 246 | 246 | — | $26.20万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $26.64万 | 0.24% | 807 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $26.90万 | 0.25% | 6,354 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $26.99万 | 0.25% | 3,500 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $27.12万 | 0.25% | 791 | 791 | — | $27.12万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $28.75万 | 0.26% | 3,200 | -672 | -17.4% | -$6.04万 | 减仓 |
| DE | DEERE & CO | $28.91万 | 0.26% | 456 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $29.27万 | 0.27% | 1,237 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $30.10万 | 0.27% | 706 | -82 | -10.4% | -$3.50万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $32.46万 | 0.30% | 20,440 | 20,440 | — | $32.46万 | 新建仓 |
| IJR | ISHARES TR | $33.19万 | 0.30% | 2,238 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $35.39万 | 0.32% | 4,109 | 3,332 | 428.8% | $28.70万 | 重新持有 |
| SCHB | SCHWAB STRATEGIC TR | $35.66万 | 0.33% | 12,313 | 10 | 0.1% | $290 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $35.81万 | 0.33% | 1,410 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $36.06万 | 0.33% | 1,009 | 0 | 0.0% | — | 不变 |
| EFIV | SPDR SERIES TRUST | $36.60万 | 0.33% | 5,019 | 48 | 1.0% | $3,501 | 加仓 |
| IDA | IDACORP INC | $37.33万 | 0.34% | 2,467 | 0 | 0.0% | — | 不变 |
| VIOV | VANGUARD ADMIRAL FDS INC | $39.03万 | 0.36% | 3,326 | 3,326 | — | $39.03万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $45.38万 | 0.41% | 3,797 | 85 | 2.3% | $1.02万 | 加仓 |
| USMV | ISHARES TR | $49.26万 | 0.45% | 5,107 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $50.31万 | 0.46% | 13,657 | 13,657 | — | $50.31万 | 新建仓 |
| TBIL | RBB FD INC | $60.30万 | 0.55% | 12,094 | -1,000 | -7.6% | -$4.99万 | 减仓 |
| — | ISHARES TR | $60.50万 | 0.55% | 23,003 | 5,523 | 31.6% | $14.53万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $62.11万 | 0.57% | 18,354 | 1,400 | 8.3% | $4.74万 | 加仓 |
| MSFT | MICROSOFT CORP | $63.20万 | 0.58% | 1,694 | 50 | 3.0% | $1.87万 | 加仓 |
| IVV | ISHARES TR | $63.85万 | 0.58% | 853 | -2 | -0.2% | -$1,497 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $70.17万 | 0.64% | 6,108 | -689 | -10.1% | -$7.92万 | 减仓 |
| VV | VANGUARD INDEX FDS | $71.88万 | 0.66% | 2,090 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $73.52万 | 0.67% | 27,965 | 13,823 | 97.7% | $36.34万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $75.23万 | 0.69% | 11,663 | 289 | 2.5% | $1.86万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $76.25万 | 0.70% | 12,453 | 171 | 1.4% | $1.05万 | 加仓 |
| VO | VANGUARD INDEX FDS | $77.48万 | 0.71% | 9,617 | -3 | -0.0% | -$242 | 减仓 |
| SGOV | ISHARES TR | $80.51万 | 0.73% | 7,997 | -877 | -9.9% | -$8.83万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $88.39万 | 0.81% | 4,154 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $99.92万 | 0.91% | 3,262 | -246 | -7.0% | -$7.53万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $106.22万 | 0.97% | 4,874 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $128.72万 | 1.18% | 4,448 | 1 | 0.0% | $289 | 加仓 |
| IBDT | ISHARES TR | $137.85万 | 1.26% | 54,595 | -2,632 | -4.6% | -$6.65万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $142.03万 | 1.30% | 14,729 | -389 | -2.6% | -$3.75万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $173.47万 | 1.58% | 20,713 | 8 | 0.0% | $670 | 加仓 |
| VXF | VANGUARD INDEX FDS | $219.94万 | 2.01% | 8,933 | -43 | -0.5% | -$1.06万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $220.89万 | 2.02% | 71,026 | 2,491 | 3.6% | $7.75万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $258.95万 | 2.36% | 50,824 | 27,359 | 116.6% | $139.39万 | 加仓 |
| VB | VANGUARD INDEX FDS | $406.49万 | 3.71% | 13,410 | 342 | 2.6% | $10.37万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $418.23万 | 3.82% | 5,600 | -102 | -1.8% | -$7.62万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $681.35万 | 6.22% | 92,814 | 7,350 | 8.6% | $53.96万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $939.05万 | 8.57% | 109,843 | 14,035 | 14.6% | $119.99万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $5,078.33万 | 46.36% | 137,237 | -1,579 | -1.1% | -$58.43万 | 减仓 |