Briggs Wealth Management, Inc
GLASTONBURY CT · SEC CIK 0002109156
$9,428.14万2026Q1 申报市值
58持仓数
77.9%前十大占比 · 第一大 47.2%
7 / 2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
VXUS 加仓+$131.50万
PVAL 新建仓+$108.88万
VTI 加仓+$107.38万
SCHG 新建仓+$49.39万
VWO 新建仓+$42.30万
2026Q1 卖出最多 按季末市值估算
SGOV 减仓-$61.07万
MMM 清仓-$30.64万
XLRE 清仓-$21.55万
TBIL 减仓-$19.90万
FNDX 减仓-$13.32万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $4,453.37万 | 47.23% | 138,816 | 3,347 | 2.5% | $107.38万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $738.77万 | 7.84% | 95,808 | 17,054 | 21.7% | $131.50万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $629.36万 | 6.68% | 85,464 | 1,280 | 1.5% | $9.43万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $370.80万 | 3.93% | 5,702 | -72 | -1.2% | -$4.68万 | 减仓 |
| VB | VANGUARD INDEX FDS | $342.28万 | 3.63% | 13,068 | 291 | 2.3% | $7.62万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $190.87万 | 2.02% | 68,535 | -4,783 | -6.5% | -$13.32万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $184.72万 | 1.96% | 8,976 | -404 | -4.3% | -$8.31万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $155.49万 | 1.65% | 20,705 | 240 | 1.2% | $1.80万 | 加仓 |
| IBDT | ISHARES TR | $144.96万 | 1.54% | 57,227 | 3,209 | 5.9% | $8.13万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $134.10万 | 1.42% | 15,118 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $112.87万 | 1.20% | 4,447 | 0 | 0.0% | — | 不变 |
| PVAL | PUTNAM ETF TRUST | $108.88万 | 1.15% | 23,465 | 23,465 | — | $108.88万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $95.63万 | 1.01% | 4,874 | -644 | -11.7% | -$12.64万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $90.28万 | 0.96% | 3,508 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $89.33万 | 0.95% | 8,874 | -6,067 | -40.6% | -$61.07万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $79.73万 | 0.85% | 4,154 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $69.07万 | 0.73% | 2,405 | -169 | -6.6% | -$4.85万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $67.00万 | 0.71% | 12,282 | 6,148 | 100.2% | $33.54万 | 加仓 |
| TBIL | RBB FD INC | $65.29万 | 0.69% | 13,094 | -3,992 | -23.4% | -$19.90万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $63.66万 | 0.68% | 6,797 | 10 | 0.1% | $937 | 加仓 |
| VV | VANGUARD INDEX FDS | $62.46万 | 0.66% | 2,090 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $60.87万 | 0.65% | 1,644 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $55.82万 | 0.59% | 855 | -2 | -0.2% | -$1,306 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $52.59万 | 0.56% | 8,207 | 14 | 0.2% | $897 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $51.48万 | 0.55% | 11,374 | 2 | 0.0% | $91 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $49.39万 | 0.52% | 16,954 | 16,954 | — | $49.39万 | 新建仓 |
| USMV | ISHARES TR | $47.36万 | 0.50% | 5,107 | -155 | -2.9% | -$1.44万 | 减仓 |
| — | ISHARES TR | $45.87万 | 0.49% | 17,480 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $42.30万 | 0.45% | 7,827 | 7,827 | — | $42.30万 | 新建仓 |
| — | ISHARES TR | $37.12万 | 0.39% | 14,142 | 14,142 | — | $37.12万 | 新建仓 |
| IDA | IDACORP INC | $35.27万 | 0.37% | 2,467 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $34.96万 | 0.37% | 3,965 | -279 | -6.6% | -$2.46万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $34.46万 | 0.37% | 1,410 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $32.37万 | 0.34% | 464 | -154 | -24.9% | -$10.74万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $31.90万 | 0.34% | 6,354 | 0 | 0.0% | — | 不变 |
| EFIV | SPDR SERIES TRUST | $31.36万 | 0.33% | 4,971 | 4,971 | — | $31.36万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $30.88万 | 0.33% | 12,303 | 312 | 2.6% | $7,831 | 加仓 |
| IWV | ISHARES TR | $29.21万 | 0.31% | 788 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $29.02万 | 0.31% | 1,009 | -150 | -12.9% | -$4.31万 | 减仓 |
| IJR | ISHARES TR | $27.82万 | 0.30% | 2,238 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $26.60万 | 0.28% | 1,237 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $26.12万 | 0.28% | 284 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $25.67万 | 0.27% | 456 | -63 | -12.1% | -$3.55万 | 减仓 |
| GLDM | WORLD GOLD TR | $25.26万 | 0.27% | 2,725 | -603 | -18.1% | -$5.59万 | 减仓 |
| IBDU | ISHARES TR | $24.89万 | 0.26% | 10,702 | 10,702 | — | $24.89万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $24.64万 | 0.26% | 4,938 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $24.27万 | 0.26% | 3,872 | 92 | 2.4% | $5,767 | 加仓 |
| IBDS | ISHARES TR | $24.09万 | 0.26% | 9,937 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $23.64万 | 0.25% | 3,500 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $23.54万 | 0.25% | 807 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $23.32万 | 0.25% | 2,140 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $22.56万 | 0.24% | 9,115 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $21.93万 | 0.23% | 367 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.08万 | 0.22% | 440 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $20.58万 | 0.22% | 6,708 | -2,982 | -30.8% | -$9.15万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $20.42万 | 0.22% | 1,002 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES TR | $20.40万 | 0.22% | 3,296 | 3,296 | — | $20.40万 | 新建仓 |
| AMZN | AMAZON COM INC | $20.18万 | 0.21% | 969 | -160 | -14.2% | -$3.33万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MMM | 3M CO | $0 | 0.00% | 0 | -1,914 | -100.0% | -$30.64万 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,341 | -100.0% | -$21.55万 | 清仓 |